Greenlight Financial Technology
Customer Operations Analyst
TLDR
Play a key role in planning and optimizing customer support operations to enhance efficiency and actionable insights across teams.
Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family’s future. Kids and teens learn to earn, save, spend wisely, and invest.
At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It’s no small task, and that’s why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it.
Greenlight is looking for a Senior Software Engineer, Full-Stack for our Web Registration team. This team focuses on core functionalities for the registration flow, including experimentation, activation and validations. This includes maintaining the service stability, integrating with analytics tools, and implementing Figma designs. You will be expected to make contributions to our frontend and backend services as required to accomplish the team deliverables.
This role reports to an Engineering Manager.
Your day-to-day:
Build and maintain contact forecasts across channels, incorporating seasonality, growth trends, product launches, and marketing initiatives
Translate forecasts into staffing and capacity plans across in-house and BPO teams
Monitor forecast accuracy and adjust assumptions based on performance and new data
Analyze customer support data to identify trends, drivers of volume, and opportunities for efficiency
Build and maintain models (Excel/Google Sheets, SQL, etc.) to support forecasting and operational decision-making
Deliver clear, actionable insights to leadership, highlighting risks, tradeoffs, and recommendations
Support initiatives to improve operational efficiency, including channel strategy, automation (AI), and process improvements
Partner with Product, Marketing, Data, and Operations teams to understand demand drivers and align planning
Establish and support operating cadences (weekly/monthly reviews, forecasting updates, capacity planning discussions)
Identify opportunities to improve agent utilization, reduce cost per contact, and maintain service levels
Support scheduling and real-time operations as needed, with a focus on improving systems rather than owning execution long-term
Collaborate with BPO partners to align on staffing plans and performance expectations
Simplify and improve existing processes to increase transparency and scalability
Identify opportunities for automation as tools and systems evolve
Help shape how customer operations planning evolves over time
Assess current tools and processes, identify opportunities for improvement, and partner cross-functionally to implement new solutions
Support and lead the rollout of new tools (e.g., WFM, reporting, or analytics platforms) to improve visibility and scalability
What you’ll bring to the team:
3–6 years of experience in operations, analytics, customer support, or workforce management
Strong analytical skills (Excel/Google Sheets required; SQL or similar tools a plus)
Experience working with data to build forecasts, models, or operational insights
Understanding of customer support operations and key metrics (volume, AHT, service levels, etc.)
Ability to translate data into clear, actionable recommendations
Strong communication and stakeholder management skills
Comfort working in ambiguous, fast-paced environments
Interest in growing into broader areas such as operations strategy, analytics, or program management
Preferred experience:
Familiarity with WFM or support tools (Assembled, Zendesk, etc.)
Proficiency in SQL and data tools such as Snowflake, Tableau, or Looker
Experience working with BPO or offshore teams
Background in fintech or other high-growth environments
Work perks at Greenlight:
Medical, dental, vision, and HSA match
Paid life insurance, AD&D, and disability benefits
Traditional 401k with company match
Unlimited PTO
Paid company holidays and pop-up bonus holidays
Professional development stipends
Mental health resources
1:1 financial planners
Fertility healthcare
100% paid parental and caregiving leave, plus cleaning service and meals during your leave
Flexible WFH, both remote and in-office opportunities
Fully stocked kitchen, catered lunches, and occasional in-office happy hours
Employee resource groups
Our stance on salaries:
Greenlight provides a competitive compensation package with a market-based approach to pay and will vary depending on your location, experience and skill set. The total compensation package for this position will also include a discretionary performance bonus, equity rewards, medical benefits, 401K match, and more. Greenlight conducts continuous compensation evaluations across departments and geographies to ensure we are keeping our pay current and competitive.
The estimated base pay range for this position in (NY, CA, WA): $100,000 - $130,000
The estimated base pay range for this position in (CO): $100,000 - $120,000
Who we are:
It takes a special team to aim for a never-been-done-before mission like ours. We’re looking for people who love working together because they know it makes us stronger, people who look to others and ask, “How can I help?” and then “How can we make this even better?” If you’re ready to roll up your sleeves and help create a world where every child grows up to be happy and healthy in money and life, apply to join our team.
Greenlight is an equal opportunity employer and will not discriminate against any employee or applicant based on age, race, color, national origin, gender, gender identity or expression, sexual orientation, religion, physical or mental disability, medical condition (including pregnancy, childbirth, or a medical condition related to pregnancy or childbirth), genetic information, marital status, veteran status, or any other characteristic protected by federal, state or local law.
Greenlight is committed to an inclusive work environment and interview experience. If you require reasonable accommodations to participate in our hiring process, please reach out to your recruiter directly or email [email protected].
Benefits
Flexible Work Hours
Flexible WFH, both remote and in-office opportunities
Health Insurance
Medical, dental, vision, and HSA match
Mental health resources
Paid Parental Leave
100% paid parental and caregiving leave, plus cleaning service and meals during your leave
Paid Time Off
Unlimited PTO
Greenlight Financial Technology builds an innovative banking app designed for families, empowering parents to raise financially savvy kids. Targeting over 6 million families, it offers tools and resources that foster financial literacy in a fun and engaging way, making money management a vital part of growing up.
- Founded
- Founded 2014
- Employees
- 51-200 employees
- Industry
- Diversified Financial Services
- Total raised
- $82M raised
Customer Operations Analyst