Respond to customer queries promptly through email, live chat, and phone calls.
Collaborate with various departments to resolve complex issues and escalate when necessary.
Document repetitive issues and create FAQs, user manuals, and tutorials to improve the customer experience.
PrimeXBT is a fintech company specializing in forex and cryptocurrency trading platforms. They offer an international, cross-functional work environment and value performance-based rewards and employee well-being.
Respond to customer inquiries via email and callbacks, taking ownership through resolution or escalation.
Classify issues by severity, resolve with knowledge base resources, and escalate complex cases.
Cross-train across Operations and maintain a strong understanding of products and mission.
Possible builds affordable credit products that improve financial health and help people stay out of debt. Founded in 2017, we are a fully distributed company with a global workforce and over 100,000 App Store reviews.
Provide world-class front-line support to customers and partners via phone, online channels, and events.
Manage certification exams, surveys, courseware distribution, and LMS updates with meticulous attention to detail.
Collaborate with internal teams to improve customer experience and continuously act on feedback.
Scaled Agile, Inc. is a global training and enablement platform helping enterprises adopt agile practices and AI-driven work. They have trained over 2 million professionals through 400+ partners and offer a fun, collaborative team culture.
Coach and support a team of overnight customer support agents, ensuring exceptional service and quick issue resolution.
Monitor calls, emails, and chats for quality assurance, providing frequent agent feedback to improve performance.
Identify root causes of recurring customer issues and collaborate with cross-functional teams to develop scalable solutions.
Mudflap is modernizing the $1 trillion trucking industry by helping over 100,000 underserved small businesses save on fuel, processing billions in annual payment volume. Backed by top-tier investors and included in the Forbes Fintech 50, the company is a profitable fintech startup with a team from Disney, Uber, Google, and more.
Deliver exceptional borrower support by phone and other channels, helping customers navigate applications, payments, and account questions.
Navigate consumer lending with care, following compliance requirements and partnering cross-functionally to resolve issues.
Own customer outcomes from first contact through resolution, documenting interactions and sharing insights with product and engineering teams.
Wisetack builds transparent consumer lending products for service-based businesses like HVAC, veterinary, and auto repair shops. The company is a well-funded startup with $84M raised, backed by top VCs, and recognized as a Great Place to Work.
Serve as the escalation point and subject matter resource for complex customer service issues across multiple channels.
Coach and mentor the customer service team, coordinate workflow, and assist with team administration.
Investigate and resolve customer inquiries, identify root causes, and collaborate with service partners to ensure satisfaction.
PNC is a diversified financial services company offering banking, lending, and investment services to customers and communities. With a history spanning nearly 160 years, it fosters an inclusive workplace culture focused on customer experience and smart risk management.
Process a queue of loan applications while ensuring compliance with established quality standards.
Handle inbound and outbound calls to verify details and request additional information from customers.
Resolve customer issues via phone, email, or fax and keep customer accounts accurately updated.
Enova International is a leading financial technology company that provides online financial services through its AI and machine learning-powered Colossus platform. It serves non-prime consumers and businesses and maintains an inclusive, values-driven culture where employees can thrive.
Provide accurate, timely customer support for a U.S. fintech cashback and payments app.
Investigate and resolve payment, cashback, gift card, refund, and account balance issues.
Monitor and reconcile high-value transactions, including seven-figure sums, with precision and compliance.
Hire Hangar is a talent company that connects top professionals with vetted employers and competitive opportunities. It focuses on building long-term careers while supporting fast-growing global companies in a remote-first environment.
Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision.
Guide VIP and high-revenue accounts through multi-step processes and sensitive scenarios with discretion.
Coordinate with engineering, risk, and compliance teams, file bug reports, and qualify high-value sales leads.
Flex is building the AI-native private bank for business owners, rebuilding banking, credit, payments, personal finance, and financial operations into a single intelligent system. Since launching in September 2023, Flex has scaled to nine-figure annualized revenue with $100M+ in equity and $300M+ in debt, operating with extreme ownership and a high-bar, low-ego culture.
Prioritize customer issues and provide hands-on support for Circle Plus communities.
Troubleshoot a wide range of issues across desktop, mobile, and custom branded apps.
Collaborate with engineers and designers to resolve complex technical challenges.
Circle is an AI-powered all-in-one platform for digital businesses, with discussions, live streams, events, chat, courses, and payments. It is a remote-only team of ~270 from 30+ countries, with async work, high expectations, and global offsites.
Own the front-line support queue, investigating and resolving retail investor tickets related to accounts, money movements, and applications.
Review money movement requests, troubleshoot account-level issues, and apply Atomic's policies consistently across cases.
Maintain clean records of each ticket's investigation and flag recurring pain points to improve workflows.
Atomic Vest builds financial infrastructure that lets companies offer investing experiences, including ESG and multi-currency trading across 60 global markets. They are a fast-growing, mission-driven team from tech, banking, finance, and law, with a remote-first culture.
Manage a high volume of inbound calls and guide prospective customers through the loan application process.
Follow up with customers to encourage application completion and maintain accurate account records.
Deliver exceptional customer service with clear, professional, and empathetic communication.
Enova International is a financial technology company providing online financial services through AI and machine learning to create accessible credit for non-prime consumers and businesses. It is a values-driven organization focused on inclusion, culture, and employee development.
Respond promptly to customer inquiries via chat, maintaining a friendly and professional tone.
Provide accurate information about products, services, and policies while troubleshooting customer issues.
Document all chat interactions and monitor response times to meet or exceed performance metrics.
Splash Financial is a financial technology company that helps consumers explore smarter borrowing options and simplify the loan process. The company fosters a collaborative, customer-focused environment with a commitment to technology, innovation, and continuous improvement.
Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
Gather customer financial information and communicate next steps to loan officers
Provide high-level customer service through email and phone to create an exceptional experience
New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.
Document cases and manage inquiries in Salesforce.
They support retirement plan participants with distribution and account inquiries. The work environment is fast-paced, customer-focused, and team-oriented.
Provide product and technical support for an enterprise B2B SaaS platform.
Troubleshoot user issues and collaborate with internal engineering teams to resolve them.
Help develop support processes and improve customer experience.
CENTRL is a risk and compliance technology company providing AI-powered enterprise-grade solutions for financial institutions. Founded in 2015, it is a high-growth, venture-backed SaaS firm with offices in Silicon Valley, New York, India, and the UK.
Manage inbound customer calls and email queues, delivering accurate and efficient responses.
Handle customer complaints, escalate issues, and maintain detailed notes in internal systems.
Support the Pending Lender Approval process by reviewing documents and coordinating with lenders.
Caribou is a financial technology company that helps people refinance auto loans and save money on their monthly car payments. The company is led by industry veterans, backed by prominent investors, and values a culture of velocity, ownership, and teamwork.
Provide friendly, professional support to customers via phone, email, and live chat.
Resolve issues efficiently while taking full ownership of each case from start to finish.
Listen carefully to understand concerns and deliver fair, practical solutions.
Capital on Tap is a financial platform offering business credit cards, spend management, savings, and tools for small businesses. With over 1,000 employees, £20bn in annual card spend, and a fast-paced culture, they value speed, ownership, and feedback.
Provide high-quality customer support via email, live chat, and ticketing systems.
Troubleshoot payment issues, explain payment flows, and resolve transaction problems.
Collaborate with product, engineering, and testing teams to investigate complex cases.
The company operates at the intersection of traditional finance and blockchain technology, delivering fintech payment solutions and customer experiences. The team is international and fully remote, with a fast-growing, collaborative culture that values initiative and continuous learning.
Provide exceptional customer care, catching coverage gaps, discounts, and renewal issues.
Answer inbound calls and process service requests for vehicles, drivers, lienholders, and policy documents.
Solve customer inquiries effectively and share feedback to improve the product.
Jerry.ai is building the first AI-powered advisor to help people manage their car and home ownership journey. The company has reached 5M+ customers, raised $240M+, and achieved profitability in 2024, with a remote-first, collaborative culture.