Customer Success Agent
Slash is a financial technology company that provides a banking platform and expense management software. It offers features tailored to specific industries, including high-yield accounts, corporate cards with cashback, working capital, and modern capabilities like crypto on/off ramps and developer APIs.
Projects
About Slash
Slash is a financial technology company, not a bank, that provides a comprehensive financial platform for businesses, including unified banking for crypto companies. It offers a single dashboard to manage both crypto and fiat assets. Services include high-yield checking and savings accounts, corporate cards with up to 2% cashback, working capital, and seamless stablecoin (USDC, USDT) on/off-ramps and payments. The company also issues its own stablecoin, USDSL, built on the Base network. Slash provides developer-friendly APIs for automation and simplified multi-entity management, catering to industries like marketing, e-commerce, and Web3. Banking services are provided through partners such as Column N.A. and Piermont Bank, while digital asset services are offered in partnership with third parties like Bridge Building Inc.
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