Customer Success Agent

Slash Financial; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Opportunity for rapid growth

On-Site or Remote opportunities

Dynamic startup environment

Job summary

A fintech startup is seeking a detail-oriented Customer Success Agent to enhance customer experience. You will manage support operations, document processes, and serve as the first contact for customer inquiries. Ideal candidates have 2+ years in financial services and strong communication skills. The role offers the flexibility of remote work and opportunities for growth within compliance as the company scales.

Qualifications

• 2+ years in financial services, customer support/success or sales experience.
• Strong attention to detail and excellent written/verbal communication skills.
• Comfortable handling sensitive information and exercising discretion.

Responsibilities

• Handle customer success and support operations.
• Document and automate customer operation processes.
• Serve as a first point of contact for customer questions.

Skills

Attention to detail

Excellent communication skills

Experience in financial services

Knowledge of AML and KYC

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‑demands skills in AML and risk operations.

• Opportunity to grow into high‑impact compliance roles as we scale.

• On‑Site or Remote opportunity!