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)

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!

Customer Success Agent

Key skills