Customer Success Agent

🕒 July 7

🏄 California – Remote

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💵 $55k - $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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Logo of Slash

Slash

11 - 50 employees

Founded 2021

💳 Fintech

🤝 B2B

🏦 Banking

Fintech • B2B • Banking

Slash is a financial technology company that is reimagining banking to cater specifically to the needs of various industries. They offer innovative solutions such as corporate cards, business banking services, and cryptocurrency transaction capabilities, emphasizing flexibility and specific features tailored to different business types. With services ranging from high-yield accounts, stablecoin payments, to working capital options, Slash aims to provide a comprehensive financial platform designed to accelerate the success of businesses in the modern economy.

📋 Description

• 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.

🎯 Requirements

• 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)

🏖️ Benefits

• On-Site or Remote opportunity!

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