As YNAB continues to grow, we are looking for friendly, technically-savvy Customer Support Specialists to join our team! It’s a part-time (25-30 hours a week) remote position, and you might just be a perfect fit. You’ll know it if you’re somewhat of a YNAB wizard already (or are willing to learn!), and are known for being helpful, patient, and awesome–particularly when it comes to problem solving and explaining complicated things in a way anyone can understand.
We love our YNAB customers, and we want to make sure they love their support experience. You’ll look forward to every chat message and email, because it’s an opportunity to help another person gain control of their money and become a better budgeter.
That’s a super-brief intro, and there’s a lot more to it. But first, you need to know if you’ll even like working with us. (We think you will.)
We build “You Need a Budget” the best budgeting software around. (But people in the know call us YNAB, which is pronounced “why-nab”). For more than a decade, people have been buying YNAB and then telling their friends what a difference it has made in their lives. Google us, or read some of our reviews on the app store, and you’ll see what we mean. We love building something that has a huge positive impact on people’s lives.
We’re profitable, bootstrapped, and growing. YNAB started in 2004, and we haven’t taken any outside funding—we’re in it for the long haul.
We have one overarching requirement when it comes to joining our team: our Cultural Manifesto has to really click with you. If you’re nodding emphatically while reading it, you’ll probably fit right in, in which case, we can’t wait to hear from you!
First, let’s talk about life at YNAB, and then we’ll go into detail about what we’re looking for.
Natalie is our CS Onboarding Manager—which means she has the best job ever. She walks you through your first few months on the team and helps you learn all there is to know about supporting our users. When not working, you’ll find her spending time with her family, planning her next vacation, or taste-testing queso.
Your Team: During your first few months, you’ll be a part of a team of other new Support Specialists. You’ll have your own Slack channel, and work together as you navigate your new position at YNAB. After the onboarding period, you’ll transition to a permanent team of experienced specialists and a passionate manager who is eager to help you continue to learn and grow with the team!
We work really hard to make working at YNAB an amazing experience (we’ve even been named one of the Best Small Companies to Work For by Fortune) and have a team full of truly exceptional people—the kind you’ll be excited to work with. Here’s how we operate:
We’re a fully distributed team, so you can live and work wherever you want. Proximity doesn’t influence productivity. Just make sure you have a reliable internet connection and are available for your scheduled shifts.
Just because you can work from anywhere, it doesn’t mean you should—we want you to take vacation. It’s important to get out and do something. We recently rolled out a PTO program for our part-time folks, and look forward to seeing pictures of your vacation in our in our #office_wall Slack channel.
If you are Stateside, we’ll set you up as a W2 employee. If you’re international, you’ll be set up as a contractor. We are spread all over the world: Switzerland, Scotland, Mexico, Brazil, Argentina, Germany, Australia, Canada, and all over the United States.
For our US employees, we have Traditional and Roth 401k options available for all team members! YNAB contributes three percent whether you choose to throw any money in there or not. It vests immediately. (Are you a personal finance junkie like our founder Jesse? He set up YNAB’s 401k to have the lowest fee structure possible, where all plan costs are paid by YNAB, not your retirement nest egg. The investment funds available are fantastic, passively-managed, ultra low-cost index funds. You’re not a PF junkie? Trust us, it’s awesome.)
All support specialist roles begin with an eight week temporary employment agreement. Maybe you’ve never had a remote position before, or it’s your first time working in email or chat support. This temporary period helps BOTH you and us confirm if this job is a good fit. Our onboarding period provides extensive training and feedback while you learn the ins and outs of the role. While we don’t expect any issues (we only bring on those that we feel confident in), these first few weeks are also an opportunity for us to double-check that you can meet the expectations we have for our Specialists. At the end of week 8, we’ll have a call to chat about how you enjoyed the work, how your performance has been, and if we’re both feeling great about it, we’ll send a new employee agreement for a permanent position on the team.
If this sounds like your ideal environment, read on because now I want to talk about you. You will play a big part in helping people succeed at budgeting with YNAB. You will change lives.
At YNAB, our goal is for our users to achieve life-changing financial control. No small thing, right? You’ll join our ever-growing support team and work together to deliver quick, accurate, and friendly responses via email and chat.
You understand the importance of balancing directness, accuracy, personalization, and speed—and, with time and practice, are comfortable taking on the most difficult conversations.
You’re incredibly passionate about great customer support. While you may not have an official support background, you understand the role it plays in the success of a business and know the work you do makes a real difference to our users.
You love problem-solving. You’ll have the impossible task of seeing the forest and the trees. You’ll dive into the depths of a customer’s issue, infer from their (sometimes vague) descriptions of exactly what’s going on, anticipate where they may get confused next, and clearly explain what they need to do in order to have continued success with YNAB.
You’re tech-savvy. You know your way around a computer, and can easily navigate the multiple tools and programs we use every day. And when something doesn’t work as expected, you feel confident troubleshooting the issue yourself.
You don’t mind answering the same question multiple times in the same day, because it’s a different customer each time—another chance to make someone’s day. You manage to exceed expectations even when you deliver a different answer than the customer was hoping for.
You’re really good at switching gears. You’ll answer three emails in a row—one about how to get a reluctant spouse to budget, the next about a bank not pulling in transactions, and another from a college student who realized they really need a budget for all their pizza and ramen—and not miss a beat.
You know that speed of response is extremely important, but you can walk that fine line between speed and accuracy. You are a master of being direct and friendly within the same sentence, and consistently meet or exceed our team wide metrics. Though you might be a perfectionist, you know when it’s time to ship it.
You play really nicely with others. You’re flexible. You adapt and adjust. You look forward to getting your feedback on your responses because you know it is an opportunity to learn and see someone else's point of view. And when we ask you to jump in on a project with our design team, or lend your skills to another team member, it's your best week ever. We're a team of kind, helpful people and you fit right in.
You love to learn. You love constructive feedback because it helps you improve. You pick up conversations mid-stream from a colleague who is off for the weekend, and offer a virtual high-five when the conversation is closed: customer satisfied.
You enjoy taking that one extra step beyond what’s expected. You’re creative in that way. You consistently force us to ask you questions like, “How did you know the customer meant ‘x’, when he was saying ‘y’ the whole time?”
You’re open-minded. Even if you do have prior customer support experience, you’re not afraid to learn about how we do things at YNAB, and seeing how our team goes above and beyond what’s expected to deliver exceptionally personalized responses.
You always know your schedule, because it’s consistent week after week. Let’s say you work Tuesday through Saturday from 5pm – 10pm UTC (that’s 1pm-6pm Eastern Time). It’s Wednesday, and you’ve opened your laptop to start your shift. You clock in and spend a few minutes catching up on any important updates since yesterday.
It’s the first day of the month, so the queue is busier than normal, but expected. To warm up, you take care of any follow-ups that may be lingering since your last shift. A few are from users letting you know your last responses solved their issues perfectly, so your day is off to a great start!
Then, you head to the back of the queue and pick up a couple of the oldest conversations. You’re often surprised by the complexity of questions you see, but you’re excited for the challenge each one brings. And you know you can skip the ones beyond your knowledge level, after tagging it with your name so you can learn what you didn’t know.
Once the email queue is in good shape, you check our chat inbox to see what questions you can answer there, all while keeping tabs on any new emails that may come in.
Today you have your weekly one-to-one with your manager, so you pop in your headphones and hop on a video call to talk about your metrics, goals, and bring up some ideas you have on how we can make the support experience more effortless for our users.
Before you know it, your shift is over and it’s time to clock out!
Pay for this role is $18 an hour during the temporary training period, and increases to $20 an hour for permanent part-time team members.
YNAB is an equal opportunity employer. We believe diversity of backgrounds, beliefs, and experiences to be critical to our success and are passionate about creating a welcoming, supportive, and collaborative environment for all employees. All are encouraged to apply as we continue to grow a smart, hard-working, and diverse team who love working together to build something that matters.
We plan on leaving this job posting up for a while, and will be reviewing applications in batches. As such it may be a few weeks before you hear from us, but we will follow-up with everyone who does apply!