Administrative & Operations Support

Salient•San Francisco, CA

2d•Onsite

About The Position

Salient is a fast-growing technology company building software for financial services teams. We support high-volume customer communication and operational workflows, and this role helps ensure everything runs smoothly day to day. As Administrative & Operations Support, you’ll be the first point of contact for inbound phone calls and routine requests, while also supporting document and follow-up workflows. This is a role where you will directly support important processes and gather insights that will support Salient’s product strategy.

Requirements

Clear spoken and written communication skills
Comfortable speaking on the phone
Organized, detail-oriented, and dependable
Calm and professional demeanor
No prior industry experience required

Responsibilities

Answer inbound phone calls regarding account-related information from customers
Provide clear, friendly, and professional responses, referring to information on internal systems and documentation
Explain timelines, next steps, and basic information to callers
Escalate complicated questions/feedback when needed
Prepare and send documents for signature
Track document completion and follow up as needed
Help ensure routine workflows move forward on time
Review and route inbound emails
Handle simple exceptions or edge cases
Maintain accurate notes and provide feedback on recurring issues