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Platform Experience Associate Jobs in New York (NOW HIRING)

About Peec AI Peec AI is the analytics platform for AI search. People increasingly discover ... About the role We're looking for a Customer Experience Associate to help ensure every Peec AI ...

About Peec AI Peec AI is the analytics platform for AI search. People increasingly discover ... About the role We're looking for a Customer Experience Associate to help ensure every Peec AI ...

Provider Experience Associate

New York, NY · On-site

$48K - $58K/yr

They are building a comprehensive, tech-enabled behavioral health platform to deliver superior ... About the Role The client is looking for a rockstar Provider Experience & Recruitment Associate to ...

Provider Experience Associate

New York, NY · On-site

$48K - $58K/yr

They are building a comprehensive, tech-enabled behavioral health platform to deliver superior ... About the Role The client is looking for a rockstar Provider Experience & Recruitment Associate to ...

Provider Experience Associate

Manhattan, NY · On-site

$48K - $59K/yr

They are building a comprehensive, tech-enabled behavioral health platform to deliver superior ... About the Role The client is looking for a rockstar Provider Experience & Recruitment Associate to ...

Ourmissionis to providemodernized technology platforms,elevated technology support, andvaluable insights, empoweringour clientsto excel inwhat they do best. As the Lead Guest Experience Associate ...

About the Role ShopMy is looking for a Concierge Associate to join our Creator Experience team. In ... Identify and escalate recurring issues that may impact creator growth or platform experience

Posted today

Associate Director, Customer Experience

New York, NY · On-site

$18 - $24/hr

Catbird, a DTC demi-fine jewelry company, is looking for an Associate Director of Customer ... Experience with customer service and returns platforms (e.g. Kustomer, Gorgias, LOOP, Shopify or ...

New

Associate Director, Customer Experience

New York, NY · On-site

$18 - $24/hr

Catbird, a DTC demi-fine jewelry company, is looking for an Associate Director of Customer ... Experience with customer service and returns platforms (e.g. Kustomer, Gorgias, LOOP, Shopify or ...

New

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Showing results 1-20

Platform Experience Associate information

See New York salary details

$29.5K

$154.5K

$339.7K

How much do platform experience associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for platform experience associate in New York is $154,487.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $232,500.00 per year, depending on experience, location, and employer.

What are some common challenges faced by Platform Experience Associates when supporting users, and how can these be addressed?

Platform Experience Associates often encounter challenges such as troubleshooting complex technical issues, managing high volumes of user inquiries, and addressing diverse user needs efficiently. Successfully handling these situations requires strong problem-solving skills, adaptability, and clear communication. Building a deep understanding of the platform and collaborating closely with product and engineering teams can help resolve issues quickly and ensure users have a positive experience. Ongoing training and knowledge sharing within the team also play a crucial role in overcoming these challenges.

What does a Platform Experience Associate do?

A Platform Experience Associate is responsible for ensuring users have a smooth and positive interaction with a digital platform. They handle customer inquiries, troubleshoot technical issues, and assist with onboarding and platform navigation. Their goal is to enhance user satisfaction by providing prompt support, gathering feedback, and collaborating with product teams to improve platform functionality. This role often requires strong communication skills, technical aptitude, and a customer-centric mindset.

What are the key skills and qualifications needed to thrive as a Platform Experience Associate?

To thrive as a Platform Experience Associate, you need strong problem-solving abilities, customer service skills, and familiarity with digital platforms, often supported by a bachelor's degree or equivalent experience. Experience with CRM systems, ticketing platforms, and basic data analysis tools is typically required. Excellent communication, active listening, and adaptability set top performers apart in this role. These skills ensure prompt and effective support, high user satisfaction, and smooth platform operations.

What is the difference between Platform Experience Associate vs Customer Support Specialist?

AspectPlatform Experience AssociateCustomer Support Specialist
CredentialsTypically requires a bachelor's degree or relevant certifications in customer service or techOften requires similar certifications, with emphasis on communication skills
Work EnvironmentWorks within tech companies, focusing on platform usability and user experienceWorks in various industries, providing direct support to customers via multiple channels
Employer & Industry UsageCommon in SaaS, tech, and digital platformsWidely used across retail, telecom, and service industries

The Platform Experience Associate and Customer Support Specialist roles share similarities in credentials and work environment but differ mainly in focus. The Associate emphasizes improving platform usability and user experience within tech companies, while the Support Specialist handles direct customer inquiries across industries. Both roles require strong communication skills and technical knowledge, but their core responsibilities and industry contexts vary.

What are popular job titles related to Platform Experience Associate jobs in New York? For Platform Experience Associate jobs in New York, the most frequently searched job titles are:
What job categories do people searching Platform Experience Associate jobs in New York look for? The top searched job categories for Platform Experience Associate jobs in New York are:
What cities in New York are hiring for Platform Experience Associate jobs? Cities in New York with the most Platform Experience Associate job openings:

$100K - $120K/yr

Full-time

Posted 6 days ago


Job description

Job Summary:

The Platform Experience role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows.

This role is responsible for managing user onboarding and access controls, maintaining permission structures and role assignments, supporting platform data integrity, configuring core database elements, and assisting with report setup, output validation, and ongoing platform enhancements. The associate provides responsive support to internal users and end clients, troubleshoots platform questions, documents processes, and helps establish scalable governance practices for Addepar usage.

Working collaboratively with Product Management, Operations, Compliance, Advisory Teams, and vendor partners, the Platform Experience Associate delivers timely, accurate, and service-oriented platform support to improve operational efficiency, reporting reliability, and the overall experience for Home Office, Advisory Teams, clients, and family offices.

Location: Stamford, CT or New York, NY

Duties/Responsibilities:

Areas of Coverage

  • Primary focus on Addepar support
  • Platform User Access & Role Permissions
  • Database Configuration & Platform Data Maintenance
  • Addepar Reporting, Dashboards & Output Support
  • End Client, Advisor & Internal User Support
  • Input regarding Salesforce and other vendor integrations

Platform Management & Maintenance

  • User provisioning, deactivation, access reviews, and permission updates
  • Role-based access management and coordination with internal stakeholders on permission governance
  • Database configuration, household/account structure maintenance, and data quality review
  • Report templates, views, dashboards, and output configuration support
  • Issue tracking, troubleshooting, escalation, and documentation of recurring platform workflows

Implementation & Research

  • Provide consultative support for new Addepar implementations, migrations, user onboarding, and platform changes
  • Identify opportunities to improve platform workflows, reporting standards, access controls, and database hygiene
  • Support reporting data, validate report output, and respond to inquiries regarding Addepar configuration and functionality
  • Partner with internal teams and Addepar support resources to resolve platform issues and document root causes
  • Produce support materials and documentation for Learning Hub, internal resources, and end-user enablement

Structure

  • Works in partnership with:
    • Product Management
    • Compliance
    • Operations/Billing/Trading
    • Transitions/Onboarding
    • Advisory Teams
    • Addepar and other relevant vendor partners
  • Supports:
    • Home Office
    • Advisory Teams
    • End Clients & Family Offices
    • Internal platform users and support teams

Skills/Qualifications:

  • 2+ years of experience working with Addepar required.
  • 4+ years of professional experience in financial technology, or equivalent education/background in a related field, preferred.
  • Salesforce experience is a plus.
  • Demonstrated understanding of wealth management, portfolio reporting, investment operations, or related financial services workflows is preferred.

Salary: $100,000 - $120,000, based on experience