Customer Experience Associate I (Part-Time)

Wisetack; United States; Remote; USD 28,000 - 40,000; Part time

Job summary

Wisetack in the United States is seeking a part-time Customer Experience Associate I to help borrowers navigate financing with clarity and empathy. This AI-forward team values curiosity, adaptability, and practical problem solving, and supports growth while protecting consumer trust in high-stakes conversations.

You will handle borrower questions by phone and online, contribute to improving processes with feedback, and collaborate across teams to resolve issues quickly.

Qualifications

• Bachelor’s degree preferred.
• 2+ years in customer support or similar role.
• Experience using AI tools to improve workflows.
• Comfortable supporting customers by phone in high-volume environments.
• Strong verbal and written communication skills.

Responsibilities

• Deliver exceptional borrower support by phone and other channels with clarity, empathy, and accuracy.
• Follow lending requirements and company policies while identifying risks or issues.
• Own borrower issues from first contact through resolution and coordinate across teams.
• Identify recurring pain points and share insights to improve processes and docs.
• Use AI tools to improve speed, quality, and outcomes while protecting privacy and trust.

Skills

Customer empathy

Verbal communication

Written communication

AI tools familiarity

Phone support

Weekend availability

Education

Bachelor's degree

Tools

Salesforce

Zendesk

Job description

Customer Experience Associate I (Part-Time)

Remote, USA

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).

Our leadership team comes from top fintech companies such as Lending Club, affirm, and Varo Money. And we’re backed by leading VCs, including insight partners, greylock, quadrille, and bain capital ventures (investors in airbnb, linkedin, instagram, dropbox, and more).

Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.

We’re also proud to have received recognition from the fintech world. Awards we’ve won include:

But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies .)

As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.

Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.

This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:

• Put customers first (that’s our M.O.)
• Act fast (leverage our startup environment).
• Lead the way (show and tell).
• Take ownership (everyone is hands-on here).
• Be a good human (no egos, build financial products that do right by people).

At Wisetack, customer experience is a competitive advantage. As a Customer Experience Associate I, Borrower Support, you will help borrowers navigate their financing experience with clarity, empathy, and accuracy. This role requires sound judgment, strong follow-through, and the ability to protect consumer trust in high-stakes lending conversations.

As an AI-forward company, we’re excited about candidates who are curious, adaptable, and eager to use AI tools to work more effectively, improve customer outcomes, and help shape the future of support at Wisetack.

Responsibilities

• Deliver exceptional borrower support:Support borrowers by phone and across other channels, helping them navigate applications, approvals, payments, repayment, refunds, and account questions with clarity, empathy, and accuracy. Set clear expectations for next steps, follow-up, and escalations.
• Navigate consumer lending with care: Follow lending requirements, company policies, and established processes while identifying risks, complaints, or issues that need review. Partner cross-functionally to resolve issues responsibly and balance customer advocacy with responsible lending practices.
• Own customer outcomes: Own borrower issues from first contact through resolution, following up and coordinating across teams to deliver timely answers. Document interactions accurately and keep borrowers clear on status, ownership, and next steps.
• Turn customer contacts into insights: Identify recurring pain points, process gaps, product friction, and operational opportunities. Share insights with Product, Engineering, Risk, Operations, Merchant Success, and other partners to improve documentation, workflows, macros, and scalable fixes.
• Embrace AI and continuous improvement: Use AI tools to improve speed, quality, customer outcomes, and efficiency while protecting empathy, accuracy, privacy, and trust. Share best practices, explore better ways of working, and stay flexible as business needs evolve, including support for merchants.

Requirements

• Bachelor's degree preferred.
• 2+ years of experience in customer support, customer success, financial services, operations, or another customer-facing role.
• Experience leveraging AI tools to improve customer support workflows or operational efficiency.
• Comfortable spending the majority of your workday supporting customers over the phone in a high-volume environment.
• Excellent verbal and written communication skills.
• Demonstrated ownership and follow-through from initial customer contact through final resolution.
• Experience working with consumer lending products or other environments where accuracy, consistency, and attention to detail are critical.
• Experience using Salesforce, Zendesk, or similar customer support platforms.
• Willingness to work weekends.
• Experience supporting borrowers or consumers in lending, banking, payments, fintech, insurance, healthcare, or another highly regulated industry.
• Familiarity with consumer lending regulations or compliance-driven customer support.

Conclusion

The hourly rate for the position is $25.00, plus equity, non-exempt PTO policy, sick pay, 6 paid holidays, and 401k.