Job Description

About the Job

Do you want to work for a global leader in secure information management and technology solutions? Are you interested in helping top-tier businesses—investment banks, law firms, and major corporations—manage critical transactions and high-stakes projects with cutting-edge technology? If you thrive in a fast-paced, client-focused environment, this role is for you.

We specialize in providing secure platforms that enable businesses to share and collaborate on sensitive information with confidence. Our technology powers complex financial and legal processes, ensuring seamless execution for some of the world’s most important deals. As part of our team, you’ll play a key role in supporting clients across industries where security, speed, and accuracy matter.

What We’re Looking For

We’re looking for proactive individuals who take ownership of their work, communicate effectively, and thrive under pressure. No prior experience in this industry? No problem—we provide full training on our technology, workflows, and best practices. What matters most is a strong ability to manage client relationships, solve problems, and adapt quickly in a high-performance environment.

This position is based in our midtown Manhattan office, where you'll be part of a growing team with exciting career development opportunities, an attractive bonus plan, and a collaborative work culture with regular social events.

If this sounds like the right fit for you, we’d love to hear from you!

Full details on the role are below:

Hours: Full-time 9AM – 6PM, including occasional weekend shift coverage (compensated with time off)

Travel: Possible initial travel to London for training

Overview

We are seeking a detail-oriented and highly organized Customer Service Representative with at least 4 years of B2B experience. The ideal candidate thrives under pressure, meets strict deadlines, and understands client needs. Fluency in English is required, along with fluency in either Italian or German. This role is part of our core team in New York City, supporting both North American and European clients.

Responsibilities

1. Serve as the primary contact for clients, managing time-sensitive inquiries via phone and email.
2. Provide technical and workflow support on our VDR platform while proactively solving client issues.
3. Conduct detailed client training sessions to ensure proper use of platform functionalities.
4. Manage multiple client engagements simultaneously, ensuring timely and error-free execution.
5. Ensure strict adherence to deadlines for critical projects and data handling tasks.
6. Collaborate with global teams across New York, London, India, and other locations.
7. Handle USB archive production with meticulous quality control and secure data delivery.
8. Maintain precise records for tracking, reporting, and billing.
9. Provide weekend shift coverage, compensated with time off.

Requirements

1. Minimum 4 years of B2B customer service experience, preferably in technology, SaaS, or financial services.
2. Exceptional attention to detail and accuracy.
3. Proven ability to work under pressure and meet strict deadlines.
4. Strong client-focused mindset, anticipating needs and providing proactive solutions.
5. Outstanding organizational skills to handle multiple priorities in a high-stakes environment.
6. High level of accountability and ownership in client interactions.
7. Tech-savvy with the ability to quickly learn and support complex software platforms.

New York City Salary Transparency

Compensation range: $80-90k

Benefits: Health insurance, retirement benefits, paid time off, other voluntary benefits

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