Coordinate solutions for customers whose operations depend on Branch products by troubleshooting technical issues, providing educating moments, and maintaining a feedback loop in order to support customer retention.
Investigate and resolve technical issues stemming from integrations.
Triage, escalate, and partner with various teams such as Customer Success, Account Management, User Support, Risk, and Engineering to ensure timely resolution and mitigate likelihood of repeat incidents.
Use internal and third-party customer support and configuration tools to troubleshoot and resolve issues.
Understand the customer experience and identify areas to improve the product and/or operations.
Requires phone support and customer callbacks.
Requirements
Previous B2B support experience in SaaS and/or fintech
Project management experience (preferred)
Proficient in Excel / Google Sheets
Excellent communicator both verbal and written
Problem Solver
Ability to identify, troubleshoot issues, and propose simple solutions
Coachable
Open to feedback and can show improvement
Experience with Zendesk support software a plus
Benefits
Market-leading medical, dental, and vision insurance