Customer Success Agent
Slash Financial is a financial technology company offering a business-finance platform. It provides business banking, corporate cards, stablecoin payments, treasury, working capital, invoicing, global USD accounts, and bill pay for businesses across industries.
Projects
About Slash Financial
Slash Financial provides an integrated business-finance platform designed around industry-specific workflows. Its offerings include business banking and checking, Visa corporate charge cards with spend controls, ACH and wire payments, invoicing, treasury, working capital through partners, accounting and expense-management tools, analytics, multi-entity management, and read/write API access. It also supports stablecoin payments, allowing eligible businesses to send and receive USDC and USDT and convert between fiat and crypto. Slash serves startups, enterprises, e-commerce businesses, agencies, contractors, affiliate marketers, healthcare businesses, Web3 companies, wholesalers, and travel agencies.
Skills
About the Role
You will play an important role in ensuring our customers have an excellent experience while maintaining the highest standards of compliance with our platform. You'll handle customer success and support operations, working closely with product, sales, and engineering teams. You'll serve as the first point of contact for customer questions via phone, email, and dashboard, troubleshoot account issues, guide customers through onboarding, and resolve inquiries efficiently. You'll also review new customer onboarding applications, write FAQs and internal playbooks, document and automate customer operation processes, and manage inbound support tickets and calls with professionalism and empathy.
Requirements
- 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
- Ability to work Day Shift - PST or EST hours (9am-6pm)
Responsibilities
- Handle customer success and support operations, working closely with product, sales, and engineering teams
- Document and automate customer operation processes where possible
- 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 the customer experience faster and easier
- Manage inbound support tickets and calls with professionalism and empathy
