Customer Success Agent

This is a fully remote position, open to applicants in California.

📋 Description

• Manage customer success and support operations, collaborating closely with our product, sales, and engineering teams.

• Document and automate customer operation processes wherever feasible.

• Provide customer support: Act as the initial point of contact for customer inquiries via phone, email, and dashboard.

• Troubleshoot account issues, assist customers during onboarding, and resolve inquiries promptly.

• Evaluate new customer onboarding applications.

• Create FAQs and internal playbooks to enhance our customer experience, making it quicker and more efficient.

• Handle incoming support tickets and calls with professionalism and empathy.

⛳️ Requirements

• A minimum of 2 years in financial services, customer support/success, or sales/BDR experience is preferred.

• Exceptional attention to detail along with strong written and verbal communication skills.

• Comfortable managing sensitive information and demonstrating discretion.

• Capability to work independently, prioritize tasks effectively, and meet deadlines.

• Experience with Intercom, Pylon, or similar tools is a plus, but not mandatory.

• Familiarity with AML, KYB/KYC, or transaction monitoring is preferred but not required (training will be provided).

• Availability to work Day Shift - PST or EST hours (9am-6pm).

🏝️ Benefits

• On-Site or Remote opportunity!