ABOUT ROCKET MONEY ????

Rocket Money’s mission is to empower people to live their best financial lives. Rocket Money offers members a unique understanding of their finances and a suite of valuable services that save them time and money – ultimately giving them a leg up on their financial journey.

ABOUT THE ROLE ????‍♀️

We’re seeking a Financial Analyst to join our team to support our Financial Planning & Analysis (FP&A) and decision support functions.

In this role, you’ll:

• Assist in maintaining, building, and managing forecasts and models, ensuring accuracy and repeatability
• Work cross-functionally with key business partners on revenue forecasting, expense/headcount management, and ad hoc analysis.
• Prepare and communicate weekly, monthly, and quarterly financial variants, metrics, and Key Performance Indicators (KPIs)
• You will use various BI tools, ERP, and other systems to perform ad hoc analytics

ABOUT YOU ????

• You have a Bachelor's Degree in Accounting, Finance, or a quantitative field
• You have 1-3 years of experience in Financial Analysis or a similar field
• You have experience manipulating and analyzing data sets
• You have an understanding of GAAP and accounting principles
• You have experience with an ERP or ERM
• You have strong Excel skills
• You’re organized, super self-driven, can deliver and have a “get stuff done” attitude
• You enjoy being part of a team and believe in standing together: We’re a small, fast-growing team, and everyone needs to pull for each other, share best practices to make the entire organization better
• Finally, you can have a bit of fun with us along with way. You love helping to build great company cultures and are integral part to the culture!

WE OFFER ????

• Health, Dental & Vision Plans
• Competitive Pay
• Matching 401k
• Unlimited PTO
• Lunch daily
• Snacks & Coffee
• Commuter benefits

Additional information: Salary range of $65,000 - $85,000/year + bonus + benefits. Base pay offered may vary depending on job-related knowledge, skills, and experience.

Rocket Money is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

As a Customer Support Specialist at Truework, you will play a key role in helping us deliver our product to our customers daily. Our operations team sits between our customers and back-end platform, playing a critical role in delivering a best-in-class experience to the hundreds of thousands of unique users our product and web application serves each month.

We are looking for a motivated and independent thinker with strong experience in high-volume call centers. We value tenacious curiosity and the ambition to deliver diamond-level service without exception. 

Responsibilities

• Independently resolve high volumes of inbound tickets via phone, email, and chat, aiming to solve 50-60 daily tickets while meeting SLAs.
• Troubleshoot complex technical issues, providing clear solutions to customers.
• Engage in proactive customer outreach initiatives to minimize recurring issues.
• Adhere to internal procedures to ensure exceptional customer service and compliance with regulatory standards.
• Communicate effectively with internal teams and customers, ensuring all necessary information is gathered to support Truework platform users.
• Escalate ambiguous issues to the appropriate teams for resolution.
• Continuously improve the income and employment verification process by understanding its nuances and identifying potential bottlenecks.

The work schedule for this role is Monday through Friday, 8:00 AM to 5:00 PM Pacific Standard Time. 

Our Customer Support Specialists work 100% remotely from home, and a reliable high-speed internet connection is required. 

You may be a fit for this role if you

• Have a minimum 2 years of experience providing technical support in a high-volume call center or similar environment
• Are dedicated to delivering a world-class customer experience
• Hold yourself to the highest standards when it comes to organization and efficiency
• Thrive in a fast-paced, collaborative environment
• Are resilient and known for remaining calm in high-pressure situations
• Have excellent verbal and written communication
• Are highly disciplined and can juggle multiple moving pieces and details at once
• Have a proven track record of excellence
• Are adaptable and motivated with a strong work ethic
• Prioritize security in your personal and professional lives. We handle sensitive personal data and put security above all else when making critical business decisions.

Would be nice to have

• A Bachelor’s degree in a related field
• Enjoy following a process and are motivated to point out areas for continuous improvement

Compensation, Benefits & Perks

Our cash compensation for this role is targeted at $16 - $21per hour. Final offer amounts are determined by multiple factors including candidate expertise.

Bring Your TRUE Self to Work.

One of our 4 values at Truework is Valuing Diverse Perspectives, and we are on a mission to create a company that is the right fit for every person inside of it. Diversity and Inclusion are the hard-and-fast principles guiding how we build our teams, cultivate leaders, and create a company where our employees are comfortable bringing their authentic, true selves to work.

If you have any questions before applying, please do not hesitate to contacttstanic@truework.com.

As a Customer Support Specialist at Truework, you will play a key role in helping us deliver our product to our customers daily. Our operations team sits between our customers and back-end platform, playing a critical role in delivering a best-in-class experience to the hundreds of thousands of unique users our product and web application serves each month.

We are looking for a motivated and independent thinker with strong experience in high-volume call centers. We value tenacious curiosity and the ambition to deliver diamond-level service without exception. 

Responsibilities

• Independently resolve high volumes of inbound tickets via phone, email, and chat, aiming to solve 25-40 daily tickets while meeting SLAs.
• Troubleshoot complex technical issues, providing clear solutions to customers.
• Engage in proactive customer outreach initiatives to minimize recurring issues.
• Adhere to internal procedures to ensure exceptional customer service and compliance with regulatory standards.
• Communicate effectively with internal teams and customers, ensuring all necessary information is gathered to support Truework platform users.
• Escalate ambiguous issues to the appropriate teams for resolution.
• Continuously improve the income and employment verification process by understanding its nuances and identifying potential bottlenecks.

The work schedule for this role is flexible, up to 25 hours per week, with shifts assigned Monday through Friday between 5:00 AM to 5:00 PM Pacific Standard Time.

Our Customer Support Specialists work 100% remotely from home, and a reliable high-speed internet connection is required. 

You may be a fit for this role if you

• Have a minimum 2 years of experience providing technical support in a high-volume call center or similar environment
• Are dedicated to delivering a world-class customer experience
• Hold yourself to the highest standards when it comes to organization and efficiency
• Thrive in a fast-paced, collaborative environment
• Are resilient and known for remaining calm in high-pressure situations
• Have excellent verbal and written communication
• Are highly disciplined and can juggle multiple moving pieces and details at once
• Have a proven track record of excellence
• Are adaptable and motivated with a strong work ethic
• Prioritize security in your personal and professional lives. We handle sensitive personal data and put security above all else when making critical business decisions.

Would be nice to have

• A Bachelor’s degree in a related field
• Enjoy following a process and are motivated to point out areas for continuous improvement

Compensation

Our cash compensation for this role is targeted at $16 - $21 per hour. Final offer amounts are determined by multiple factors including candidate expertise.

Bring Your TRUE Self to Work.

One of our 4 values at Truework is Valuing Diverse Perspectives, and we are on a mission to create a company that is the right fit for every person inside of it. Diversity and Inclusion are the hard-and-fast principles guiding how we build our teams, cultivate leaders, and create a company where our employees are comfortable bringing their authentic, true selves to work.

Who We Are:

Since 2011, General Assembly has transformed tens of thousands of careers through pioneering, experiential education in today’s most in-demand skills. As featured in The Economist, Wired, and The New York Times, GA offers training in web development, data, design, business, and more, both online and at campuses around the world. Our global professional community boasts 60,000 full- and part-time alumni — and counting. In addition to fostering career growth for individuals, GA helps employers cultivate top tech talent and spur innovation by transforming their teams through strategic learning. More than 21,000 employees at elite companies worldwide have honed their digital fluency with our upskilling and reskilling initiatives. GA has also been recognized as one of Deloitte’s Technology Fast 500, and Fast Company has dubbed us leaders in World-Changing Ideas as well as the #1 Most Innovative Company in Education.

GA is at the leading edge of creating practical solutions to one of the most pressing challenges of our time - the future of work. As recognized by The World Economic Forum, BCG, the OECD and more, these are big challenges to which only a few companies are offering real solutions. In this role, you'll be speaking every day to corporate leaders who rely on GA to help them apply these solutions to their workforce of the future.

• Develop a strong, diverse bench of instructional talent to staff current and future cohorts
• Identify and select qualified industry professionals with promising instructional capabilities, including matters of diversity, inclusion, equity, and justice in teaching and learning, to ensure the best practitioners are hired for instructional roles
• Partner with delivery team leadership and stakeholders to achieve profit margin goals through accurate financial forecasting and strategic hiring
• Plan and staff appropriate instructional teams to ensure they are the right size and mix to meet the needs of diverse learners
• Partner with colleagues in Sales, Student/Client Success, and Outcomes to support a responsive feedback loop that delivers consistent messaging to learners throughout their journey

• Facilitate onboarding for each instructional team member that sets them up for success on day 1 by orienting them to the curriculum, internal processes, their team, and basic adult learning theory & instructional practices they can use to effectively support diverse learners

• Maintain coaching relationships with instructional team to ensure positive classroom culture and successful learning outcomes, and strategize opportunities to support students who have diverse learning needs
• Work with other GA delivery colleagues to ensure delivery quality targets are met and all stakeholders are informed and actively coordinating on supporting individual students
• Implement standards of instructional quality with individuals and teams of instructors
• Observe instruction and provide coaching to address issues and support continuous growth of instructors on instructional delivery, classroom culture, and DEI strategies
• Monitor and manage course quality and progress by regularly reviewing student learning, experience, and feedback dat and formulate action plans based on data
• Cultivate meaningful, honest relationships with each instructor to work together on shared goals
• Understand each instructor’s goals and needs and problem solve on ways to better improve their experience and support their development

• Experience in successfully managing multiple team members, ideally in an education or corporate training setting
• Experience leading hiring processes, including sourcing candidates and conducting interviews that select effective candidates
• Experience delivering and facilitating learning or training experiences, ideally for adult learners
• Ability to effectively evaluate instruction and provide actionable coaching to improve student learning
• Experience in discussing and training educators in conversations about diversity, equity, inclusion and justice

• Plans & aligns
• Attracts top talent
• Developing instructional leadership
   
• Develops talent
• Interpersonal savvy
• Courage

The anticipated annualized salary range for this position in the US market is $65,000 and $80,000. Salary will be determined based on experience, education, geographic location, and other factors. If hired as a regular full-time employee, this position will include a variable compensation plan which could be a bonus or a commission.
 
US benefit offerings for full-time employment may include medical, dental, vision, term life insurance, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans & reimbursement and retirement programs. Available paid leave may include paid time off, parental leave and holiday pay.