Customer Success Agent
Slash Financial, Inc. is an active fintech company providing business banking, cards, treasury, payments, and digital-asset services through a partner-enabled financial platform.
Funding history
Projects
About Slash Financial, Inc.
Slash Financial, Inc. operates a financial technology platform for businesses, combining business banking, corporate cards, treasury, payment capabilities, and financial-management tools. Its current legal disclosures also identify digital-asset services, including Global USD Account and USDSL stablecoin services, delivered with third-party providers. Slash explicitly states that it is not a bank or FDIC-insured bank.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
The Customer Success Agent will support customers while maintaining high compliance standards. The role involves customer support, onboarding, account troubleshooting, application review, documentation, process automation, and collaboration with product, sales, engineering, and compliance teams.
Requirements
- 2+ years of experience in financial services, customer support or success, or sales/BDR preferred
- Strong attention to detail and written and verbal communication skills
- Comfort handling sensitive information and exercising discretion
- Ability to work independently, prioritize tasks, and meet deadlines
- Ability to work day shift PST or EST hours, 9am-6pm
Responsibilities
- Handle customer success and support operations
- Document and automate customer operation processes
- Serve as the first point of contact for customer questions via phone, email, and dashboard
- Troubleshoot account issues and guide customers through onboarding
- Review new customer onboarding applications
- Write FAQs and internal playbooks
- Manage inbound support tickets and calls
Benefits
- Fast-growing fintech startup environment
- Opportunity to develop AML and risk operations skills
- Opportunity to grow into high-impact compliance roles
- On-site or remote work opportunity