Customer Experience Specialist
Flexbase.appBusiness Banking, company
Remote$100K - $100KMid
Crosslink Capital
Portage
Titanium Ventures
Wellington
Companyon Ventures
Spice Expedition
Operations & Strategy
About the role
TL;DR
Provide premium, white-glove service to high-net-worth members.
- •This isn't traditional customer support.
- •You're a trusted advisor serving our high-net-worth members.
- •We're committed to delivering premium, white-glove service with an uncompromising standard for quality.
- •Key Responsibilities Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity.
- •Guide VIP and high-revenue accounts through multi-step processes with excellence.
- •Handle sensitive scenarios with discretion and expertise.
- •Coordinate with engineering, underwriting, risk, and compliance teams to resolve multi-stakeholder issues.
- •File detailed bug reports and test new features in staging environments.
- •Requirements Fluent English (written and spoken at a professional level). 2+ years in fintech or financial services customer support.
- •Availability to work nights and weekends (US business hours).
- •Experience with Zendesk, Salesforce, or similar CRM tools.
Required skills
Customer Service
Domain expertise
fintech
Tech stack
SalesforceLinearSlackNotionExcel
