Who We Are
Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.
About the Role
Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person
We're looking for someone who enjoys helping customers make progress and is willing to do the practical work between a question and a useful result.
As a Customer Success Generalist at Endex, you'll support onboarding, customer communications and adoption programs across the customer team. You'll take on changing needs as they surface, keep smaller projects moving and help the team turn recurring customer requests into a clearer operating process.
Your Key Responsibilities
Support New Customers: Prepare onboarding materials, coordinate sessions and follow up on open tasks with the account owner.
Investigate the First Blocker: Gather useful context about a customer question, distinguish training from a product issue and route it with a clear next step.
Run Customer-Team Projects: Coordinate onboarding preparation, targeted adoption outreach and follow-up from workshops or feature launches.
Maintain Customer Context: Keep account notes, open issues and commitments accurate and accessible to the team.
Improve the Process: Identify recurring requests and create practical documentation or workflows that reduce friction.
What We're Looking For
Customer Mindset: You take a user's problem seriously and care about whether the answer helps.
Clear Writing: You communicate accurately and can make an unfamiliar workflow easier to understand.
Practical Curiosity: You learn tools quickly and investigate before escalating a question.
Strong Organization: You keep track of details across accounts, requests and projects.
Flexible Follow-Through: You can work across onboarding, support coordination and adoption programs while keeping account owners informed and commitments visible.
Nice to Have
Experience in customer success, support, consulting or implementation
Comfort with Microsoft Office and enterprise productivity tools
Experience documenting processes or running customer programs
Full-Time Benefits
Health & Dental Insurance
Monthly Wellness Stipend
401K Matching
Skills Required
- Customer-focused mindset and commitment to helping users make progress
- Clear and accurate written communication
- Ability to learn tools quickly and investigate customer questions before escalating
- Strong organization across accounts, requests, and projects
- Ability to coordinate onboarding, support, and adoption programs while tracking commitments
- Experience in customer success, support, consulting, or implementation
- Comfort with Microsoft Office and enterprise productivity tools
- Experience documenting processes or running customer programs
What We Do
Modern Intelligence Layer for Financial Firms.
