Customer Success Specialist

Caribou Financial; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive compensation

Annual performance-based incentive

Equity options

401(k) retirement plan

Paid time off including parental leave

Subsidized healthcare plans

Mental health support

Job summary

Caribou Financial is seeking a proactive Customer Success Specialist to manage inbound inquiries, handle complaints, and assist with the Pending Lender Approval process. You will work to provide professional responses, triage emails, and maintain clear notes in internal systems.

The role emphasizes high-volume email and phone handling, accountability, and cross-team collaboration to ensure timely lender information and customer satisfaction.

Qualifications

• Ability to handle high-volume email and phone communications.
• Strong problem-solving mindset and proactive approach to customer interactions.
• Excellent follow-through and accountability in customer support.

Responsibilities

• Handle inbound customer calls and emails with professional, accurate responses.
• Maintain detailed notes of interactions in internal systems.
• Address loan payoff and insurance binder requests as needed.
• Escalate complaints per internal process.
• Coordinate with teammates to ensure consistent communication with customers.
• Assist with Pending Lender Approvals and information requests to lenders.

Skills

High-volume communications

Problem-solving mindset

Accountability

Tools

Internal systems (CRM/CSM)

Job description

About Caribou

At Caribou, we care about giving people financial freedom so they can focus on what’s most important to them. Today, less than two percent of Americans refinance their auto loans despite drastic increases in the cost of new and used cars. We see huge potential to help folks reduce their monthly auto payments and increase the predictability of those expenses over time. We do this by building technology to pair customers with credit unions, banks, and finance companies and by simplifying every step of the process. On average, our drivers save $162/month on their car loans while protecting their investment long term.

Caribou is led by leaders from the technology, automotive, and finance industries. We’re proud to be backed by a great team of investors, including QED Investors, Goldman Sachs, Moderne Ventures, Accomplice, Link Ventures, Motley Fool Ventures and others.

About the Role

Caribou is looking for a proactive, organized, and articulate Customer Success Specialist to manage inbound customer communications, handle customer complaints, and assist with the pending Lender Approval process.

In this role, you will be responsible for:

Customer Support & Complaint Handling

• Answer inbound customer calls from the customer call queue
• Provide professional, accurate, and efficient responses to customer inquiries, escalating issues as necessary
• Maintain detailed notes of customer interactions in internal systems
• Address loan payoff and insurance binder requests as needed
• Appropriately escalated customer complaints received via inbound channels according to Caribou’s internal Complaints Process

Email Queue Management

• Monitor and manage customer inquiries via the inbound email queue
• Respond promptly and professionally to all emails, notating customer interactions in internal systems
• Coordinate with internal team members who may already be assisting the customer to ensure consistency in communication.
• Triage third-party emails and route them to the appropriate departments or personnel.

Pending Lender Approval Assistance

• Support the Pending Lender Approvals and Lender Needs More Information process by reaching out to customers regarding lender requests.
• Review customer-submitted documents to ensure they meet lender requirements.
• Gather and verify any missing information on applications that could delay a decision.
• Maintain clear, professional communication in email and phone correspondence with lenders

Location

Candidates are welcome to work remotely from the states of AZ, CO, DC, IL, MD, TX, and VA with a preference for the Chicago IL and Denver CO areas. Caribou does provide the option to work in-office or hybrid from our Denver, CO or Chandler, AZ offices. We may consider remote candidates in CA, FL, MA, NY, OR, WA, and WI, subject to additional approval. Eligibility by state is subject to change.

This role may require attendance at occasional in-person team meetings in our Denver, CO office.

About You

You, like us, are driven to achieve your goals. At Caribou, we have just three core values: Give a damn. Velocity. Make the assist. We’re motivated. We race towards our goals. And we help each other along the way.

• Able to handle high-volume email and phone communications
• Problem-solving mindset and a proactive approach to customer interactions
• Strong sense of accountability and follow-through

How we will take care of you

Everyone at Caribou is a valued team member. Our compensation and benefits package includes:

• Competitive compensation: $23.50/hr
• Eligible for annual performance-based Incentive
• Equity options
• 401(k) retirement plan
• Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents
• Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance
• Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance
• Up to $1,000 per year for eligible professional development expenses
• Employee referral program

Our Core Values

We come from all walks of life and are joined together by our shared values, which guide our work and how we work together.

• Give a damn. What we’re doing matters. We show up determined to deliver results, and we love it.
• Velocity. We’re intentional about where we’re going and we race towards it.
• Make the assist. We have diverse strengths. We offer and ask for help so we all win.

The essential functions of this position require consistent attendance, availability, and active engagement throughout your full scheduled shift.

Caribou is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, pregnancy status, marital status, military or protected veteran status, genetics, or any other characteristic protected by law. This position is not restricted solely to the responsibilities listed above, and the scope and responsibilities are subject to change. A pre-employment background check is required as a condition of employment.

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