Asora is a modern wealth management platform purpose-built for family offices and the broader private wealth ecosystem. Our software automates the aggregation of bankable and private asset data, streamlines performance monitoring, and enables the creation of tailored, dynamic client reporting — all within a single, integrated solution.
Family offices across the globe rely on Asora to bring clarity, automation, and operational efficiency to complex financial landscapes. Our platform combines intelligent data aggregation, intuitive analytics, and powerful reporting tools to help firms operate with greater speed, confidence, and insight.
With a growing global team and a strong foundation in fintech and private markets technology, Asora is scaling quickly. We are committed to delivering exceptional client experiences and equipping wealth managers with the tools they need to operate at their best.
The Team
You will join Asora’s Service & Delivery – Americas, a high-impact group focused on ensuring our clients achieve exceptional outcomes throughout their lifecycle. The team partners closely with Product, Engineering, and company leadership to deliver a seamless client experience from onboarding to long-term adoption.
As a lean, fast-growing startup, every member of the Service & Delivery organization plays a meaningful role in refining our service delivery framework, shaping client-facing processes, and building the operational foundation that will support Asora’s expansion.
We are seeking a Customer Success Analyst who will serve as a hands-on partner to clients throughout both implementation and post-launch phases. In this role, you’ll support new clients as they onboard to the Asora platform, contribute to the internal tasks required to get them live, and provide thoughtful, technically informed guidance once they are fully operational.
You will develop deep expertise in the Asora platform and play a key role in ensuring clients experience accuracy, efficiency, and clarity as they engage with their data and reporting. This role requires someone who demonstrates strong ownership of the clients they support — driving progress during onboarding, resolving technical and data-related questions, collaborating closely with internal teams, and contributing to a seamless end-to-end experience.
This is an individual contributor position with meaningful visibility and influence. It’s an excellent fit for someone who thrives in a dynamic environment, enjoys analytical problem-solving, and wants to help shape the delivery foundation of a fast-growing fintech company.
What You’ll Do
Data Onboarding
- Coordinate communication between custodians, clients, and Asora’s internal data engineering team to onboard new SFTP or third-party data feeds.
- Gather feed requirements, track progress, and ensure alignment across stakeholders throughout setup and validation.
- Assist in verifying the accuracy and completeness of newly integrated data sources, identifying discrepancies early in the process.
- Support ongoing maintenance of data connections by escalating issues to the appropriate internal teams and maintaining clear communication with clients.
Implementation
- Support the execution of client onboarding projects by assisting with configuration, data preparation, requirement gathering, and documentation.
- Partner with internal teams to ensure the platform is set up accurately for each client’s structure, reporting needs, and asset mix.
- Work within complex financial data sets to identify and resolve calculation inconsistencies, missing values, or structural challenges.
- Manage multiple active onboarding projects simultaneously, prioritizing effectively while maintaining strong attention to detail.
- Contribute to project planning, tracking, and communication to ensure clients move smoothly through their implementation milestones.
Support
- Serve as a knowledgeable partner for clients post-implementation, helping them navigate platform functionality and leverage Asora effectively.
- Investigate and resolve client questions or issues, including financial data discrepancies, reporting concerns, and workflow challenges.
- Collaborate with Product and Engineering to perform root-cause analysis on technical issues and provide actionable insights.
- Deliver clear functional and conceptual instruction to clients to enhance their understanding and adoption of Asora’s capabilities.
- Engage with clients proactively, offering guidance that promotes best practices and increases their confidence in the platform.
- Maintain high-quality communication with internal stakeholders and leadership regarding issue status and client experience trends.
Who You Are
- BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, or a related field.
- Strong organizational skills with the ability to manage competing priorities.
- Excellent interpersonal and communication skills — written, verbal, and client-facing.
- A solution-oriented mindset with a passion for problem-solving and analytical thinking.
- Ability to research, design, and implement solutions to complex client or data challenges.
- Independent, adaptable, and comfortable navigating change in a fast-paced startup environment.
- Curiosity about the global wealth management and family office space, with a desire to deepen your domain knowledge.
- High work ethic, proactive attitude, and a strong sense of ownership.
- Experience working with financial data, software platforms, or project-based work is a plus.
- Internship or prior experience in finance, consulting, technology, or operations is beneficial.
Compensation & Eligibility
- Salary: $50,000–$65,000 base (Depending on experience level)
- Benefits: 401(k) with 3% employer contribution
- Location: Fully remote (U.S.-based candidates only)
- Preference for applicants located in Salt Lake City, UT for potential coworking access with the hiring manager
- Travel: Annual company-wide offsite in Dublin, Ireland
- Eligibility: Must be authorized to work in the United States. Visa sponsorship is not available at this time.
Requirements
- Authorized to work in the United States
- No need for visa sponsorship
