FinTech Customer Success Specialist

Keka Technologies Private Limited; Hinoba-an; On-site; PHP 198,000 - 356,000; Full time

Job summary

Raise Financial Services is seeking a proactive Customer Success professional to deliver seamless support and build long-term trust with customers. You will handle inquiries, resolve issues, and collaborate with technical, product, and other teams to improve processes and outcomes.

The role emphasizes empathy, ownership, and problem-solving in a fast-paced environment. Rotational shifts and weekend roster may apply, with strong emphasis on customer satisfaction.

Qualifications

• 0–8 years of experience in Customer Service, Customer Success, Broking, Securities, Mutual Fund, Trading, Wealth Insurance, InsurTech, BFSI, or related domains.

Responsibilities

• Respond to customer queries and concerns promptly and professionally.
• Resolve complaints or escalations to appropriate internal teams.
• Maintain deep knowledge of the company’s products, services, policies, and procedures.
• Ensure a positive customer experience and strive for first-contact resolution.
• Log interactions and updates accurately in the CRM system.
• Meet targets such as response time, resolution time, QA, CSAT.
• Work with other departments to resolve customer issues.
• Record customer feedback and suggestions for product/service improvement.

Skills

Verbal communication

Written communication

Empathy

Ownership

Problem-solving

Fast-paced

Customer-first mindset

Team collaboration

Job description

Raise Financial Services is seeking a proactive Customer Success professional to deliver seamless support and build long-term trust with customers. You will handle inquiries, resolve issues, and collaborate with technical, product, and other teams to improve processes and outcomes.

The role emphasizes empathy, ownership, and problem-solving in a fast-paced environment. Rotational shifts and weekend roster may apply, with strong emphasis on customer satisfaction.