Support Specialist Finance

Tabeo; Remote; GBP 30,000 - 40,000; Full time

Job summary

A leading fintech company is looking for a passionate Customer Support Associate to join their team. This fully remote position requires handling finance-related queries and ensuring timely ticket resolution. Ideal candidates will have 2+ years of experience in customer support, excellent communication skills, and familiarity with CRM systems like HubSpot. The role offers a competitive salary, a £2,000 CPD package, health insurance, and 24 days of annual leave plus a birthday off.

Benefits

Competitive salary

£2,000 CPD package

Full kit for home office

Health insurance and life assurance

Company trips

24 days holiday annually

Extended parental leave

Contributing pension scheme

Qualifications

• 2+ years of prior experience in a customer support role, ideally at a fintech.
• Experience with HubSpot or similar CRM/ticketing systems.
• Excellent communication and writing skills.

Responsibilities

• Handle simple loan-related queries like loan status and payment dates.
• Meet SLA expectations for low-complexity finance tickets.
• Document all refund actions accurately.

Skills

Customer support experience

Strong communication skills

Technical troubleshooting

Organizational skills

Tools

HubSpot

CRM systems

Job description

Company Overview

Our mission is to help dental and veterinary clinics make recurring payments as simple as paying by card. We want to make memberships (Plans) and patient finance seamless by ‘combining' workflows with cards and tapping existing patient data.

There are two exciting trends affecting the primary care sector right now:

• We believe all businesses are becoming internet businesses. Many clinics now actively ‘push' online bookings and explore the benefits to handle phone calls with AI agents 24/7.
• We believe all revenue is moving towards monthly payments. People pay for more and more ‘stuff' with a subscription, from cars to music. Dentists and vets are well positioned to benefit due to the strong, recurring relationships with patients.

Today, we support over 5,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to be the same for plans in 3 years. This exciting new, agentic AI solution will complement our existing payment products. Tabeo is profitable and we aim to grow revenue by 50‑60% per year to top £30 million per year in 2028.

We believe in a remote‑first approach to work and equip teams with perks and tools so they can thrive. We also gather twice a year for our amazing ‘Team Weeks' in cities such as Dubai, Lisbon, London, Athens and beyond.

About the Role

As we expand rapidly and internationally, we are looking for a caring, passionate and ambitious Customer Support Associate to join our Finance & Cards pod. The role ensures timely ticket resolution, excellent customer communication and accurate processing of refunds and finance queries. It requires strong technical troubleshooting, ownership of core processes and effective escalation of complex issues or recurring product bugs.

Responsibilities

• Handle simple loan‑related queries (e.g., loan status, repayment schedules, payment dates).
• Triage refund requests accurately and escallate unclear or atypical cases.
• Meet SLA expectations consistently for low‑complexity finance tickets.
• Reassure patients about refund timelines, progress and next steps.
• Communicate with empathy in decline scenarios or when delivering difficult updates.
• Escalate sensitive or regulatory complaints immediately.
• Write clear and concise responses for straightforward finance queries.
• Understand the difference between Prime and Near‑Prime financing flows.
• Demonstrate basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard searches).
• Navigate internal tools confidently and follow documented processes with minimal support.
• Track refund requests end‑to‑end and keep ticket notes clear and up‑to‑date.
• Recognise when cases require FCA or compliance review and escalates promptly.
• Document all refund actions accurately to support reconciliation.
• Flag discrepancies when processes deviate from the documented flow.

Requirements

• 2+ years of prior experience in a customer support role, ideally at a fintech.
• Experience with HubSpot or similar CRM/ticketing systems to manage cases efficiently and maintain accurate records.
• Comfortable handling both outbound and inbound customer calls and queries.
• Excellent communication and writing skills.
• Ability to engage with customers in any situation.
• Highly organised, meticulous and able to work on multiple projects simultaneously.

Benefits

• Competitive salary.
• £2,000 per annual CPD package to be used at your discretion.
• Full kit for home office.
• Health insurance and life assurance (including dental and optical) for UK staff.
• Company trips.
• 24 days holiday annually, plus a day off on your birthday.
• Extended parental leave.
• Contributing pension scheme for UK staff.

We seek a fully remote candidate from the UK or anywhere GMT ± 1.