Customer Experience Specialist

About the Role

This isn't traditional customer support. You're a trusted advisor serving our high-net-worth members. We're committed to delivering premium, white-glove service with an uncompromising standard for quality. You'll operate as an autonomous problem-solver, handling complex fintech scenarios with precision and sophistication, including cross-functional troubleshooting, compliance coordination, and fraud detection.

What You’ll Do

• Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity: requiring thorough investigation across multiple internal systems before providing answers that meet our quality standards
• Guide VIP and high-revenue accounts through multi-step processes with excellence (document verification, account setup, feature troubleshooting) maintaining the highest standards of care and service quality
• Handle sensitive scenarios with discretion and expertise: frozen accounts, disputed transactions, application denials, and compliance-related communications-executing each with precision and professional judgment
• Coordinate with engineering, underwriting, risk, and compliance teams to resolve multi-stakeholder issues
• File detailed bug reports and test new features in staging environments
• Create and update documentation when you encounter process gaps
• Qualify high-value sales leads with rigor and route to appropriate account executives, ensuring every introduction meets our quality standards and reflects our commitment to excellence

What Makes You a Great Fit

• Clear, professional communication: your written/spoken English is flawless. You can explain complex fintech concepts to a non-technical customer. You write concise Slack messages and detailed Linear tickets.
• High ownership: you don't wait for someone to tell you what to do. If you see a broken process, you fix it or document the gap.
• Investigative mindset: you dig into issues until you understand the root cause. You don't just relay information; you synthesize it.
• Technical fluency: You learn new software fast. You can navigate Zendesk, Salesforce, Linear, Slack, Notion, and Google Sheets without someone holding your hand.
• Exceptional judgment: you can read between the lines. You know when a customer is confused vs. trying to game the system. You escalate the right things at the right time.
• Emotional resilience: you stay calm when customers are frustrated, systems are down, or priorities shift mid-shift.

Why This Role Is Worth It!

• You'll learn more in 6 months than most people learn in 3 years. Fintech moves fast, and you'll be at the center of product launches, compliance changes, and operational challenges.
• You'll work with a world-class team. Smart, driven, low-ego people who get stuff done.
• You'll have real influence. You're not just a ticket-taker. You'll shape how we support customers, build processes, and scale the team.
• You'll work remotely with autonomy. No micromanagement. You own your shift.

Strongly Preferred

• Experience with banking-as-a-service platforms (Unit, Synapse, Treasury Prime, etc.)
• Prior exposure to fraud detection, KYC/AML processes, or financial compliance
• You've worked in a role where you created documentation or improved processes
• You've supported B2B SaaS or fintech products (not consumer support)