Support Specialist, Finance

6 hours ago

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Tabeo

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Fintech • Healthcare Insurance

Tabeo is a platform designed to streamline payment and administrative processes for primary care providers. It facilitates quick and secure payment processing, both in-person and remotely, and integrates with PMS systems to reduce manual errors and automate workflows. Tabeo also offers finance and membership plan management, providing an easy-to-use system that boosts approval rates and simplifies plan administration. The company aims to further expand into payroll and time-tracking solutions, using data to minimize administrative burdens. Trusted by over 5000 healthcare providers, Tabeo offers a comprehensive suite of tools that work seamlessly across multiple devices in various languages.

11 - 50 employees

Founded unknown

💳 Fintech

⚕️ Healthcare Insurance

💰 Seed Round on 2019-01

📋 Description

• Handle simple loan-related queries (e.g., loan status, repayment schedules, payment dates). • Triage refund requests accurately and escalate unclear or atypical cases. • Meet SLA expectations consistently for low-complexity finance tickets. • Reassure patients about refund timelines, progress, and next steps. • Communicate with empathy in decline scenarios or when delivering difficult updates. • Escalate sensitive or regulatory complaints immediately. • Write clear and concise responses for straightforward finance queries. • Understand the difference between Prime and Near-Prime financing flows. • Demonstrate basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard searches). • Navigate internal tools confidently and follow documented processes with minimal support. • Track refund requests end-to-end and keep ticket notes clear and up to date. • Recognise when cases require FCA or compliance review and escalate promptly. • Document all refund actions accurately to support reconciliation. • Flag discrepancies when processes deviate from the documented flow.

🎯 Requirements

• - 2+ years of prior experience in a customer support role, ideally at a fintech • - Experience with HubSpot or similar CRM/ticketing systems to manage cases efficiently and maintain accurate records. • - Comfortable handling both outbound and inbound customer calls and queries • - Excellent communication and writing skills • - Ability to engage with customers in any situation • - Highly organised, meticulous and able to work on multiple projects simultaneously

🏖️ Benefits

• Competitive salary • £2,000 per annual CPD package to be used at your discretion • Full kit for home office • Health insurance and life assurance (including dental and optical) for UK staff • Company trips • 24 days holiday annually, plus a day off on your birthday • Extended parental leave • Contributing pension scheme for UK staff