Fintech Customer Success & Partnerships Specialist

Extend Your Team; Metro Manila; On-site; PHP 1,508,000 - 2,261,000; Full time

Job summary

Extend Your Team is seeking a customer operations specialist to handle inbound and outbound interactions for our HIL product. You will verify disclosures, assist with applications, and support partners, ensuring timely resolutions.

Qualifications include 2+ years in customer service or fintech, excellent English, and experience with Zendesk, Asana, and CRM systems. US business hours may be required.

Qualifications

• 2+ years in customer service, financial services, or fintech operations.
• Experience handling customers via phone, email, chat, or ticketing systems.
• Experience with external partners, merchants, contractors, or third parties is preferred.

Responsibilities

• Handle inbound and outbound HIL customer interactions through phone, Zendesk, SMS, Calendly, and other approved channels.
• Complete Welcome Calls and verify disclosures and customer understanding before advancing accounts.
• Assist customers with applications, status, terms, payments, AutoPay, and credit availability.
• Support contractors and partners with status questions, follow-ups, documentation, and requests.
• Monitor queues and respond within service-level expectations.
• Investigate issues using internal systems before escalation.
• Coordinate with Fraud, Cardholder Support, and Operations for special handling.
• Perform outbound follow-ups for incomplete calls and remediation cases.
• Maintain accurate case documentation across Zendesk, Asana, and other trackers.

Skills

English communication

Investigative skills

Time management

Multi-queue handling

Education

Bachelor's degree or relevant experience

Tools

Zendesk

Asana

Slack

Google Workspace

CRM systems

Job description

Extend Your Team is seeking a customer operations specialist to handle inbound and outbound interactions for our HIL product. You will verify disclosures, assist with applications, and support partners, ensuring timely resolutions.

Qualifications include 2+ years in customer service or fintech, excellent English, and experience with Zendesk, Asana, and CRM systems. US business hours may be required.