Kernel is growing! We’ve grown 100%+ year on year for the past six years. With 50K customers today and growth on track to reach 100K by the end of next year.

As we scale, we’re looking for a Senior Customer Success Specialist (AI & Automation Lead) to elevate our customer experience. You’ll work closely with customers each day while shaping how we use AI and automation to deliver smarter, faster and more seamless support.

This is a great role for someone who is completely customer obsessed and enjoys building better systems.

Our Customer team is largely office-based, as we find we do our best work when we’re together — collaborating, learning and building a strong, connected culture while delivering great outcomes for our customers.

About Kernel

Kernel Wealth is a growing fintech company on a mission to help Kiwis build wealth, improve financial literacy, and create lasting saving and investing habits. Our investment platform makes investing simple and accessible, with tools and guidance to support long-term financial goals.

We’re at an exciting stage, scaling fast, expanding our team, and building the foundations for the next phase of growth. Our culture is collaborative, hands-on and ambitious. Things move quickly here, and every person plays a key role in shaping what we become.

What you’ll do:

AI & Automation Leadership

• Own and optimise Intercom, including Fin AI, bots, workflows, and automation.

• Design AI‑led workflows that resolve common queries quickly, with seamless hand‑offs to humans.

• Use AI insights and performance data to improve response times, accuracy, and consistency.

• Maintain and enhance the Help Centre and internal knowledge to ensure AI responses are accurate, compliant, and useful.

Customer Success & Specialist Support

• Deliver high‑quality customer support via phone, email, and chat.

• Clearly explain investment concepts, KiwiSaver, and savings products in plain English.

• Manage customer complaints with empathy, fairness, and attention to detail.

• Make proactive outbound calls to support onboarding and customer success.

Compliance & Operations

• Partner with the AML Compliance Officer to ensure AI and customer interactions meet AML/CFT requirements.

• Follow AML/CFT processes, including customer verification and enhanced due diligence where required.

• Maintain accurate records in HubSpot and support daily operational tasks such as deposits and account verification.

You’ll be great if you bring:

• 2–3+ years’ experience in NZ financial services (banking, wealth, fintech, or similar).

• Strong understanding of NZ financial products and regulations, with a genuine interest in helping people invest confidently.

• Hands‑on experience with Intercom (or similar platforms), with a desire to go deep into AI tools and automation.

• Strong written and verbal communication skills — you can write for both customers and AI.

• A strong interest about AI and automation, with a practical mindset for “training” and improving tools.

• Analytical and comfortable using data and trends to drive better outcomes.

• A natural problem‑solver with a “builder” mindset — you improve systems, not just one‑off issues.

• Flexible and comfortable working in a fast‑moving, evolving environment.

• Mission‑driven and aligned with Kernel’s values.

Why You’ll love it at Kernel

• Connecting Kiwis with investment products that are designed in a way no other fintech in New Zealand is approaching, connecting everyday financial goals with intuitive, customer-first experiences.

• Contribute to a platform trusted by tens of thousands of Kiwis, helping them feel more confident and in control of their money.

• Execute across a broad range of Kernel’s Customer function initiatives, with the autonomy to test improvements, learn from customer insights, and scale what enhances the overall experience.

• Join a team built on trust, collaboration, and flexibility, where feedback is constructive and everyone has a voice.

• Competitive compensation package

• Health insurance, parental leave top-up, and professional development support

• Extra staff holidays, office snacks, coffee, and a dog-friendly environment

Join our team

Not sure you meet every requirement? We encourage you to apply. We value growth, impact, and mindset just as much as specific experience. If this opportunity sounds like you, send us your cover letter explaining why you’re excited about the role and working at Kernel, along with your CV.

Visit our careers page: kernelwealth.co.nz/our-team for more on working at Kernel and follow us on LinkedIn & Instagram to stay connected.