Remote VIP FinTech Customer Experience Advisor

Flex; San Francisco, Miami, New York (CA, FL, NY); Hybride; CAD 60 000 - 100 000; Plein temps

Résumé du poste

Flex is building AI-native financial services for business owners, offering premium, white-glove support for high-net-worth members. You’ll act as an autonomous advisor, handling complex fintech scenarios with precision and professional judgment across banking, credit, and payments.

Join a remote-friendly team with direct access to leadership, and help scale processes, documentation, and customer success across global markets while maintaining the highest standards of service.

Qualifications

• Fluent English with professional written and spoken communication.
• 2+ years in fintech or financial services customer support.
• Availability to work nights and weekends.
• Experience with Zendesk, Salesforce, or similar CRM tools.

Responsabilités

• Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity.
• Guide VIP and high-revenue accounts through multi-step processes with excellence.
• Handle sensitive scenarios with discretion and expertise: frozen accounts, disputed transactions, denials, and compliance communications.
• Coordinate with engineering, underwriting, risk, and compliance teams.
• File detailed bug reports and test new features in staging environments.
• Create and update documentation when encountering process gaps.
• Qualify high-value sales leads and route to account executives.

Connaissances

Fluent English

Ownership mindset

Investigative mindset

Technical fluency

Emotional resilience

Clear professional communication

Outils

Zendesk

Salesforce

Description du poste

Flex is building AI-native financial services for business owners, offering premium, white-glove support for high-net-worth members. You’ll act as an autonomous advisor, handling complex fintech scenarios with precision and professional judgment across banking, credit, and payments.

Join a remote-friendly team with direct access to leadership, and help scale processes, documentation, and customer success across global markets while maintaining the highest standards of service.