Slash Financial
Customer Success Agent
3mo ago
45000 –65000 USD / yearRemotecustomer supportprocess documentationautomation
Customer Success Agent role responsible for customer support and success operations in a fintech company.
Conditions
- Be part of a fast-growing fintech startup disrupting business finance.
- Work closely with compliance leadership to develop in-demand skills in AML and risk operations.
- Opportunity to grow into high-impact compliance roles as we scale.
- On-Site or Remote opportunity!
Other
- Slash is building the future of business banking, one industry at a time. We believe businesses deserve financial infrastructure tailored to how they actually operate. That's why we're creating a new category of business banking. We combine the reliability of traditional banking (high yields, competitive rewards, and comprehensive security) with industry-specific features that make businesses more efficient, more competitive, and more profitable.
- Started in 2021, Slash is one of the fastest growing fintechs in the world and we power over three billion dollars a year in business purchasing across numerous industries. We're backed by some of the best investors in the world including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. Slash is headquartered in San Francisco, and has a strong in-person culture.
- We’re growing fast and are looking for sharp, detail-oriented Customer Success Agent to join our team!
- The Role: As a Customer Success Agent, you will play an important role in ensuring our customers have an excellent experience while maintaining the highest standards of compliance with our platform.
- 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.
- 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)