Customer Onboarding & Support Specialist

Symple Lending; Irvine (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Vision & dental insurance

Paid time off

Professional growth opportunities

Collaborative work environment

Job summary

Symple Lending, a fintech company, seeks a Customer Support Specialist to respond to inquiries via Slack, phone, SMS, and email, assist the sales team, and ensure document delivery with clients.

You will troubleshoot issues, coordinate with IT and other departments, keep accurate records, and contribute to process improvements. English and Spanish bilingual preferred; Salesforce and CRM proficiency required.

Qualifications

• Experience in a customer service role, with chat and phone support.
• Experience supporting a sales team in a fast-paced environment.
• Strong troubleshooting skills and ability to resolve technical issues.
• Experience in the debt settlement industry (preferred).
• Bilingual English/Spanish preferred to support diverse team and clients.
• Excellent communication skills, verbal and written.
• Ability to multitask and stay organized under pressure.
• Proficient in Salesforce, Slack, CRM systems and collaboration tools.

Responsibilities

• Monitor and respond to inquiries via Slack chat to assist the sales team.
• Assist with converting files and ensure document delivery via phone, SMS, and email.
• Provide exceptional customer service via chat and phone to resolve issues with phones, files, or backend systems.
• Coordinate with IT, affiliates, and other departments to troubleshoot and resolve issues.
• Maintain accurate records of support requests and resolutions for seamless follow-up.
• Collaborate with sales agents to identify recurring issues and suggest process improvements.
• Ensure all support requests are handled professionally, promptly, with a customer-first attitude.

Skills

Customer service

Slack

Phone support

Troubleshooting

Sales support

Bilingual English/Spanish

Salesforce

CRM systems

Multitask

Tools

Salesforce

Slack

CRM systems

Job description

Symple Lending, a fintech company, seeks a Customer Support Specialist to respond to inquiries via Slack, phone, SMS, and email, assist the sales team, and ensure document delivery with clients.

You will troubleshoot issues, coordinate with IT and other departments, keep accurate records, and contribute to process improvements. English and Spanish bilingual preferred; Salesforce and CRM proficiency required.