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Customer Success Agent

SlashBusiness Banking company
RemoteMid
Ribbit Capital logo
Ribbit Capital
Khosla Ventures logo
Khosla Ventures
Goodwater Capital logo
Goodwater Capital
New Enterprise Associates logo
New Enterprise Associates
Y Combinator logo
Y Combinator
Menlo Ventures logo
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.
View original posting →

Required skills

Customer Service

Domain expertise

fintech

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