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About the Role

Join a fast-growing B2B vertical AI startup transforming productivity across the financial industry. Play a direct role in supporting our most important customers and shaping product decisions based on real client needs.

Responsibilities

• Handle new client onboarding.
• Diagnose data issues.
• Troubleshoot client workflows.
• Ensure client success post-launch.
• Surface client feedback to engineering.
• Identify bugs.
• Suggest product improvements based on field learnings.
• Analyze complex financial datasets to solve client problems.
• Document requirements and solutions clearly.
• Flag bottlenecks that slow delivery.

Requirements

• A few years of hands-on experience analyzing complex financial data.
• Experience navigating enterprise software.
• Background working with or supporting financial institutions (asset managers, banks, insurance companies, accountants).
• Previous exposure to financial workflows, accounting, or reporting systems.
• Strong analytical thinking.
• Ability to problem-solve independently.
• Comfort writing clear documentation.
• Attention to detail.
• Ability to explain problems clearly to both technical and non-technical audiences.

Skills

• Financial data analysis
• Enterprise software navigation
• Problem-solving
• Documentation
• Communication

Location

• Remote

Work Type

• Full-time

Experience Level

• Mid-level

About the Company

• Visual Alpha is building the vertical AI platform for financial data workflows.
• We automate how financial institutions process, validate, and report data, replacing manual, error-prone workflows with AI-driven systems.
• Our platform handles both unstructured documents and structured data, delivering production-grade outputs across private assets, accounting, and reporting.
• Trusted by leading financial institutions in Japan, we’re scaling rapidly to become the category leader in vertical AI for finance, in Japan and globally.