Customer Success Agent

slash-financial; Santa Fe (NM); Remote; USD 60,000 - 90,000; Full time

Job summary

Slash is seeking a Customer Success Agent to ensure an excellent customer experience while upholding platform compliance. You will collaborate with product, sales, and engineering to resolve inquiries and support onboarding.

Responsibilities include documenting processes, writing FAQs, and handling inbound tickets with empathy. Remote-capable and AML/KYC awareness are key, with a strong emphasis on risk operations.

Qualifications

• 2+ years in financial services, customer support or sales preferred.
• Strong attention to detail and excellent written/verbal communication.
• Comfortable handling sensitive information with discretion.
• Ability to work independently, prioritize tasks and meet deadlines.
• Experience with Intercom or Pylon is a plus.

Responsibilities

• Handle customer success and support operations with product, sales, and engineering teams.
• Document and automate customer operation processes where possible.
• Conduct customer support: first point of contact via phone, email, and dashboard.
• Troubleshoot account issues, guide onboarding, resolve inquiries efficiently.
• Review new customer onboarding applications.
• Write FAQs and internal playbooks to speed up the experience.
• Manage inbound support tickets and calls with professionalism and empathy.

Skills

Customer support

Attention to detail

Written & verbal communication

Discretion with data

Independent work

Task prioritization

Tools

Intercom

Pylon

Job description

About Slash

Slash is building the future of business banking, one industry at a time. We believe businesses deserve financial infrastructure tailored to how they actually operate. That's why we're creating a new category of business banking. We combine the reliability of traditional banking (high yields, competitive rewards, and comprehensive security) with industry-specific features that make businesses more efficient, more competitive, and more profitable.

Started in 2021, Slash is one of the fastest growing fintechs in the world and we power over three billion dollars a year in business purchasing across numerous industries. We're backed by some of the best investors in the world including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. Slash is headquartered in San Francisco, and has a strong in-person culture.

We’re growing fast and are looking for sharp, detail-oriented Customer Success Agent to join our team!

The Role:

As a Customer Success Agent, you will play an important role in ensuring our customers have an excellent experience while maintaining the highest standards of compliance with our platform.

What You’ll Do:

• Handle customer success and support operations, working closely with our product, sales, and engineering teams.
• Document and automate customer operation processes where possible.
• Conduct customer support: Serve as a first point of contact for customer questions via phone, email, and dashboard.
• Troubleshoot account issues, guide customers through onboarding, and resolve inquiries efficiently.
• Review new customer onboarding applications.
• Write FAQs and internal playbooks to make our customer experience faster and easier.
• Managing inbound support tickets and calls with professionalism and empathy.

What We’re Looking For:

• 2+ years in financial services, customer support/success or sales/BDR experience preferred.
• Strong attention to detail and excellent written/verbal communication skills.
• Comfortable handling sensitive information and exercising discretion.
• Ability to work independently, prioritize tasks, and meet deadlines.
• Experience with Intercom, Pylon, or similar tools a plus but not required.
• Familiarity with AML, KYB/KYC, or transaction monitoring preferred but not required (we’ll train you).
• Ability to work Day Shift - PST or EST hours (9am-6pm)

Why Join Slash:

• Be part of a fast-growing fintech startup disrupting business finance.
• Work closely with compliance leadership to develop in-demand skills in AML and risk operations.
• Opportunity to grow into high-impact compliance roles as we scale.
• On-Site or Remote opportunity!