Own the compliance review process for Folionet’s external communications and customer-facing materials (website content, disclosures, emails, ads, social, product messaging). You’ll partner with Product, Legal/Compliance stakeholders, and Marketing to ensure all content is accurate, fair, and properly documented—creating repeatable workflows that let teams move fast without taking regulatory risk.

Skills (nice to have; you don’t need every item to apply):

• Financial services / broker-dealer marketing compliance (reviews, approvals, record retention)
• Disclosures & claim substantiation (accuracy, fair & balanced language, prohibited statements)
• Compliance workflow design (SOPs, templates, review queues, approval SLAs)
• Audit readiness (version control, evidence collection, archiving, traceability)
• Policy writing & training (guidelines for copy, promotions, web pages, and communications)
• Cross-functional collaboration (Legal, Product, Marketing, Engineering)
• Strong attention to detail + risk judgment under time constraints
• Familiarity with content systems (CMS), ticketing tools (Jira), and documentation (Confluence)

Deliver fast, accurate, and empathetic support to Folionet customers across chat/email (and potentially phone). You’ll troubleshoot issues, guide users through product features, and escalate technical or account-related cases with clear context—helping ensure customers feel confident and supported throughout their experience.

Skills (nice to have; you don’t need every item to apply):

• Clear written communication and customer empathy
• Troubleshooting & problem solving (technical + account/workflow issues)
• Ticket management (prioritization, documentation, follow-ups, SLA awareness)
• Escalation quality (repro steps, logs/screenshots, concise summaries for Engineering)
• Product knowledge and ability to explain concepts simply
• De-escalation and handling sensitive customer scenarios professionally
• Tooling: Zendesk/Freshdesk/Intercom (or similar), CRM basics, internal knowledge bases

Turn Folionet’s product and operational data into insights that drive better decisions. You’ll build and maintain dashboards, define and track KPIs, analyze user behavior and funnel performance, and partner with Product, Marketing, Operations, and Compliance to answer questions with clean, reliable data.

Skills (nice to have; you don’t need every item to apply):

• SQL (joins, CTEs, window functions) and data modeling fundamentals
• Dashboarding & reporting (Looker/Tableau/Power BI/Metabase)
• KPI design (activation, retention, conversion, cohort analysis)
• Data quality & validation (reconciliation, anomaly detection, documentation)
• Experimentation & measurement (A/B testing basics, tracking plans, attribution awareness)
• Strong Excel/Sheets skills (pivots, formulas, data cleaning)
• Communication: translating analysis into clear recommendations
• Tooling familiarity: event tracking (Segment/GA), dbt basics a plus, Python/R a plus