Customer Success Agent
SlashBusiness Banking company
RemoteMid
Ribbit Capital
Khosla Ventures
Goodwater Capital
New Enterprise Associates
Y Combinator
Menlo Ventures
Sales & Account Management
About the role
TL;DR
Ensure excellent customer experience and compliance as a Customer Success Agent.
- •As a Customer Success Agent, you will ensure our customers have an excellent experience while maintaining compliance with our platform.
- •Key Responsibilities Handle customer success and support operations.
- •Document and automate customer operation processes.
- •Conduct customer support and troubleshoot account issues.
- •Review new customer onboarding applications.
- •Write FAQs and internal playbooks.
- •Requirements 2+ years in financial services, customer support/success or sales/BDR experience preferred.
- •Strong attention to detail and excellent written/verbal communication skills.
- •Ability to work independently and meet deadlines.
Required skills
Customer Service
Domain expertise
fintech
