slash-financial - Customer Success Agent
Requirements
• 2+ years in financial services, customer support/success or sales/BDR experience preferred. • Strong attention to detail and excellent written/verbal communication skills. • Comfortable handling sensitive information and exercising discretion. • Ability to work independently, prioritize tasks, and meet deadlines. • Experience with Intercom, Pylon, or similar tools a plus but not required. • Familiarity with AML, KYB/KYC, or transaction monitoring preferred but not required (we’ll train you). • Ability to work Day Shift - PST or EST hours (9am-6pm)
Responsibilities
• Handle customer success and support operations, working closely with our product, sales, and engineering teams. • Document and automate customer operation processes where possible. • Conduct customer support: Serve as a first point of contact for customer questions via phone, email, and dashboard. • Troubleshoot account issues, guide customers through onboarding, and resolve inquiries efficiently. • Review new customer onboarding applications. • Write FAQs and internal playbooks to make our customer experience faster and easier. • Managing inbound support tickets and calls with professionalism and empathy.
Benefits
• Be part of a fast-growing fintech startup disrupting business finance. • Work closely with compliance leadership to develop in-demand skills in AML and risk operations. • Opportunity to grow into high-impact compliance roles as we scale. • On-Site or Remote opportunity!
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