Customer Success & Operations Lead

Tetrix is a fast-growing startup on a mission to empower institutional investors to confidently invest in alternative markets (think Bloomberg, but for private markets). Our AI-native product transforms messy, unstructured private market data into real-time insights, combining automated document retrieval, AI-powered data extraction, and on-demand portfolio analytics - all in one seamless platform. We are growing quickly to becoming a category-defining product, and are working with some of the world's leading capital allocators. This is a unique opportunity to join a talented and driven team that wants to build next-generation infrastructure in financial markets, and is backed by stellar investors that include Innovation Endeavors, Eric Schmidt’s VC firm, and angels from BlackRock, CPPIB, SoftBank, Lending Club, and Plaid.

We are a small but mighty startup with deep industry background and expertise in both financial markets and modern technologies. We’ve worked hard to build a culture of trust, high ownership, and curiosity—where everyone feels empowered to contribute, challenge ideas, and grow together. We are led by our two co-founders, Olivier (CEO) & Naunidh (CTO), who met on the first day of school whilst pursuing their MBAs at Stanford and co-founded Tetrix in the Summer of 23.

🤞 Who you are

• You are an excellent communicator – you are able to communicate complex ideas clearly, and can easily tailor your communication to the audience.

• You have great organizational skills – you can juggle many balls at once and appropriately prioritize while still completing and delivering everything on time.

• You’re a team player – you enjoy collaborating with cross-functional teams to improve data processes and contribute to company-wide success.

• You play at all levels – you excel at both high-level strategic problems, and day-to-day operational work.

• You understand financial markets – familiarity with institutional investors and private investment markets is a strong plus.

• You’re proficient in English - given the international nature of our clientele, strong proficiency in English is a key asset.

💻 What you’ll do

• Cultivate meaningful client partnerships – You’ll take the lead on managing key client relationships, acting as a strategic partner to senior investment and operations leaders throughout their onboarding and ongoing engagement with Tetrix.

• Scale our client support – you will help us build our customer success infrastructure to appropriately scale while still delivering quality service to our clients.

• Support operations workflows – contribute to the delivery of high-quality data to all our customers.

• Collaborate across teams – you will work closely with product, engineering, and customer success teams to enhance operations workflows and resolve client needs efficiently.

• Client acquisition - you’ll play an active in role in showcasing the Tetrix platform to prospective clients by leading platform walkthroughs, and running pilot programs.

🙌🏽 Why join us?

• You’ll be rewarded - in addition to the base cash salary you’ll have meaningful equity upside in the startup.

• You’ll have impact - you will play a key role in setting up our customer success & operations infrastructure; helping us scale while still delivering industry leading service.

• You’ll be supported - we’re committed to your success and will invest in your professional growth. You’ll have access to mentorship, training, and a collaborative team that has your back.

• You’ll learn and grow - working at a startup means you’ll gain skills and experiences that will serve you for the rest of your career.

• You’ll enjoy the perks - from unlimited vacation days to healthcare insurance, retirement savings plans, and a vibrant team culture, we’ve got you covered.

• You’ll have fun - we make sure to celebrate successes—whether it’s in the office or out.

If this role sounds exciting but you’re second-guessing whether you’re “qualified” enough—please apply. Great talent doesn’t always fit neatly into a checklist, and we know that underrepresented folks often underestimate their fit. We care more about the ideas you bring, your ability to learn, and your enthusiasm for the work than about whether your resume matches every bullet point. The company we’re building will shape how financial systems work for years to come. That’s why we’re committed to building a team with diverse voices, perspectives, and lived experiences. Diversity isn’t a nice-to-have—it’s a must-have. And we’d love to have you be part of that.