YNAB Is Hiring a Humbly Confident Part-Time Support Rep

Written by Lindsey Burgess  |  on

As YNAB continues to grow, we are looking for friendly, technically-savvy Customer Support Reps to join us! It’s a part-time (25-30 hours), remote position and you might just be a perfect fit. You’ll know it if you’re somewhat of a YNAB wizard already, and you’re known for being helpful, patient, and awesome–particularly when it comes to problem solving and explaining complicated things in a way that 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 next email, because it’s an opportunity to help another person gain control of their money and become a better budgeter.

This particular opening is for our evening support team, so you’ll need to be available between 6pm and midnight Eastern Time. Although, if you happen to live in Melbourne, Australia, that would be 10am-4pm.

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.)

A Bit About Us

We build the best budgeting software around, YNAB or You Need a Budget if you have a lot of extra time on your hands. For more than a decade, people have been using 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.

Who you’d be working with:

Emma is our CS onboarding owner – which means she has the best job ever. She gets to walk you through your interviews and trial, and help welcome you to the team. When not searching for our next support star, you can find her experimenting in the kitchen, exploring her new city, or hanging out with her husband.

Charlene will be your manager after your trial! She wholeheartedly believes YNAB has the best customers on the planet, and loves interacting with them every chance she gets. She also enjoys working with her amazing colleagues, and can’t wait to add you to the mix! She believes everyone brings something unique to the table, and loves learning with and from her team. She lives in Wisconsin with her husband and 10-year-old daughter, but dreams of moving someplace warm on the beach. When she’s not working or spending time with family, she can usually be found running, eating pizza, or dreaming about where she wants to travel next.

Kody is one of our Queue Pros – which is what we like to call our full time support reps. He’s read a book from every country in the world, and has a background working in animal rescue – so he’ll probably demand that you share pictures and stories about your pets (or even random animals you encounter throughout your day). You’re going to love him.

How You’ll Work at YNAB

We work really hard to make working at YNAB an amazing experience. We have a team full of truly exceptional people—the kind you’ll be excited to work with. Here’s how we operate:

The Trial

The first 8-weeks for all support team members is considered a working trial. We hire people who we believe will be an exceptional fit for the role and the team. Although, it might be your first time doing email support, or your first time working remotely, and we want to make sure it’s the right fit for both of us. You’ll have weekly meetings to discuss your metrics, grow your skill set, and chat about how working remotely is going. After a successful trial, you’ll be a full-fledged member of the team – and we can’t wait!

Live Where You Want

We’re a distributed team, so you can live and work wherever you want. Proximity doesn’t influence productivity, and as we continue to increase our global reach, we’d love to have more team members in other timezones to help deliver timely responses to users. Our only requirement is that you have a reliable internet connection and can work during your scheduled shift!

Take Vacation (Seriously)

Just because you can work anywhere, it doesn’t mean you should–we want you to take vacation. It’s important to get out and do something. While part-time employees don’t get paid-time off, we try hard to allow you to take a healthy amount of vacation. We’ll look forward to seeing pictures of your vacation in our internal chat room, creatively named #office_wall.

How You’re Paid

If you’re stateside, you’ll be paid as a W2 employee, and also have access to a Traditional and Roth 401k option – yes, even for part-timers! And YNAB contributes three percent whether you choose to throw any money in there or not.

If you’re international, you’ll be set up as a contractor. Employee or contractor, it’s all the same to us. You’re part of the team.

Other Tidbits

  • After your trial, we DEMAND (in a friendly, ALL CAPS IS YELLING way) that you fill out your “Bucket List” spreadsheet with 50 items. (That’s harder than it sounds!) Good things then follow.
  • The bucket list also really helps in deciding what we should give you for your birthday and Christmas. No gift cards here. We tried that. Super boring.
  • We have a bonus plan. You’ll be in on that from day one. YNAB wins, you win. That kind of thing.
  • Did I mention we make a huge, positive difference in people’s lives? You may not think that matters much, but then a few months down the road you’ll realize it’s made your job really, really enjoyable. Don’t underestimate this one!

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. I’ll only say that six more times.

Now, back to you, our new Support Rep…

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’ll trip up next, and clearly explain what they need to do in order to continue having success with YNAB.

You will be the face of YNAB. 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 also technically quite savvy. You know your way around the Mac and Windows operating systems, you’re very comfortable with smartphones, and you’re always looking for new ways to make your job more efficient and effective. Having to figure out why a customer’s budget isn’t syncing correctly doesn’t scare you. And maybe the thought of learning how to read software log files is a little exciting.

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 how to sync multiple budgets on the same android device, 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.

You play really nicely with others. You’re flexible. You adapt and adjust. When we implement a new feedback tracking system, it’s your best week ever.

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 love taking that one little 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?”

A Day in the Life…

You always know your schedule, because it’s consistent week after week. Let’s say you work Tuesday through Saturday from 11am-4am UTC (that’s 6pm-11pm 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 just the important updates since yesterday (there’s a Slack channel for that).

It’s the first day of the month, so the queue is busier than usual, but expected. To warm up, you answer just a few of the newest email conversations. It’s an opportunity to really make someone’s day by getting a response within a few minutes.

Now, you’re ready to answer your follow-up replies from yesterday that another team member hasn’t already picked up. Then, you head to the back of the queue and work your way through one conversation after another, oldest to newest. 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.

You’ve set aside the last hour of your shift to work outside of the queue. There are a couple new internal knowledge articles on your reading list, and you’re planning to share a post in the #cs_grow channel about a few lessons you learned recently about tone matching.

Before you know it, it’s time to fill out your quick Daily Reflection and clock out!

You’re the one we’re looking for if:

  • You’ll be able to send 50 email replies in a five-hour shift.
  • You could flawlessly juggle three live chat conversations at a time. (While this role is primarily email support, we may have you help out in chat support as needed!)
  • You can help us achieve an average response time of under four hours.
  • You can commit to 25-30 hours per week, with one 5-6 hour shift on Saturday or Sunday.
  • You value excellence and continuous improvement. At the same time.
  • You understand how every support response is an expression of the YNAB culture and brand.
  • Other people consider you a stellar communicator.
  • You love making people happy.
  • People thank you when you deliver difficult news. You’re that good.
  • You enjoy trying things you haven’t ever done before.
  • You aren’t afraid to ask questions.
  • You are wildly productive and independent, but a team-player at heart.

Bonus Points:

  • You already use and love YNAB.
  • You have Customer Support experience.
  • You have experience with live chat support.

Pay for this role is $15 an hour.

How to Apply

  • Apply here by 11:59PM on March 4, 2018. Firm. It’s a real deadline.
  • Write a cover letter (attach a PDF) introducing yourself. Explain why this position interests you and why you would be a great fit. Cover letters are meant to sell, so sell us!
  • At the end of your cover letter, tell us about:
    • Your favorite company to be a customer.
    • Your secret to good customer support.
    • Your availability. We’re hiring for the shift between 6pm and midnight EST at this time, so please confirm that is ideal for you, and let us know if any days are off limits.
  • Attach a pdf resume. If you don’t have one prepared because you weren’t expecting to apply for a new job right now, then be sure to describe your work history in your cover letter.

Please submit your application by midnight on March 4. Because of the high number of candidates that we usually get, we plan to finish reviewing applications within two weeks. You’ll definitely hear from us either way, whether you’re moving to the next step or not.

Your Next Step

Budgeting is not restrictive. You won’t be spending less, you’ll be spending right. So what do you have to lose? Except all that debt and stress?