About the job
About Slash Financial
At Slash Financial, we are revolutionizing the landscape of business banking, ensuring that financial infrastructure aligns seamlessly with the operational realities of businesses. Our innovative approach blends the dependability of traditional banking, offering high yields, competitive rewards, and robust security, with unique, industry-focused features designed to enhance efficiency, competitiveness, and profitability.
Since our inception in 2021, we have emerged as one of the fastest-growing fintech companies globally, facilitating over three billion dollars annually in business transactions across diverse sectors. Our impressive roster of investors includes Menlo Ventures, NEA, Y Combinator, Stanford University, and the creators of Tinder and Plaid. Although we are headquartered in San Francisco, our culture thrives on collaboration and in-person interactions.
As we continue to expand, we are on the lookout for a meticulous and driven Customer Success Agent to enhance our dynamic team!
Your Role: In this pivotal position, you will ensure that our customers enjoy an outstanding experience while upholding our platform's compliance standards.
Responsibilities:
- Manage customer success and support operations, collaborating closely with product, sales, and engineering teams.
- Document and automate customer operation processes whenever feasible.
- Provide customer support as the initial point of contact for inquiries via phone, email, and dashboard.
- Troubleshoot account issues, guide customers through onboarding, and efficiently resolve inquiries.
- Review new customer onboarding applications.
- Create FAQs and internal playbooks to streamline the customer experience.
- Handle inbound support tickets and calls with professionalism and empathy.
Qualifications:
- Preferred: 2+ years in financial services, customer support/success, or sales/BDR experience.
- Exceptional attention to detail and outstanding written/verbal communication skills.
- Comfortable managing sensitive information and maintaining discretion.
- Able to work independently, prioritize tasks, and meet deadlines.
