5h ago
Customer Success Agent
Remote
$45k-$65k / year
full-time Remotefinance
🛠 Tech Stack
💼 About This Role
You'll join a fast-growing fintech building industry-specific business banking. You'll handle customer support and onboarding, working with product, sales, and engineering teams to ensure excellent customer experience while maintaining high compliance standards. This role offers growth into high-impact compliance roles as we scale.
🎯 What You'll Do
- Handle customer success and support operations across teams.
- Conduct customer support via phone, email, and dashboard.
- Review new customer onboarding applications.
- Manage inbound support tickets and calls with empathy.
📋 Requirements
- 2+ years in financial services or customer support/sales.
- Strong attention to detail and excellent communication skills.
- Comfortable handling sensitive information and exercising discretion.
- Ability to work independently and prioritize tasks.
✨ Nice to Have
- Experience with Intercom or Pylon.
- Familiarity with AML, KYB/KYC, or transaction monitoring.
🎁 Benefits & Perks
- 🏖️ Remote or On-Site flexibility.
- 📈 Growth opportunities into compliance roles.
- 💡 Work with compliance leadership to develop in-demand skills.
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