Customer Success Pro — Onboarding & Compliance

Slash Financial; United States; Hybrid; 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

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.