Own the full client experience for commercial card clients, from onboarding to retention, working in a lean environment.
Manage a live phone support queue, fielding questions and resolving card operations issues in real time.
Build the support playbook and present business reviews covering utilization and program optimization.
The company is an early-stage fintech building in the commercial payments space, focusing on commercial card solutions. It is a lean startup with a small team where this is a foundational hire, emphasizing a culture of ownership and ambiguity.
Identify and resolve customer inquiries with active listening and critical thinking for first call resolution.
Answer inbound phone calls accurately and professionally, providing tier one digital banking and debit card support.
Meet quality and productivity goals while ensuring customer information security and minimizing bank loss.
SouthState Bank is a trusted financial partner building personal relationships with forward-thinking solutions. With roots since the 1930s, we foster a culture of integrity, trust, and growth where individual contributions are recognized and potential is cultivated.
Provide Tier 1 inbound and outbound customer support for online banking, login assistance, and general account inquiries.
Identify cross-sell opportunities and conduct outbound calls to support deposit growth and non-interest income.
Maintain accurate documentation of customer interactions and monitor performance metrics like First Call Resolution and Customer Satisfaction.
Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business services, including solar, residential, commercial, and SBA loans, with a focus on sustainability. They are a Certified B Corporation with branches in Florida and a growing digital presence, employing a mission-driven team of goal-setters and changemakers.
Act as a primary point of contact for client inquiries via email and phone, handling professional correspondence with speed and clarity.
Manage daily account intake processes, including data validation and strict accuracy checks to ensure compliance.
Support front-line collections by handling settlement offers, account instructions, and maintaining data integrity across systems.
Sentry Credit, a wholly owned subsidiary of TrueAccord, combines machine learning with a human-based approach to transform debt resolution and financial health. With over 30 years of legacy and a world-class team, they serve millions of consumers annually.
Provide exceptional phone support with a warm, professional tone and genuine empathy.
Solve problems in real-time, keeping customers reassured and satisfied.
Thrive in a high-call environment while staying organized and efficient.
Mudflap provides payment products for the trucking industry, helping truckers save on fuel. Backed by top-tier investors, we are a fast-growing marketplace with a customer-obsessed culture.
Serve as the primary client contact via email, phone, and chat, providing timely and empathetic support.
Manage client data in CRM systems, track support KPIs, and generate reports to optimize operations.
Troubleshoot inquiries, handle billing questions, and collaborate cross-functionally to resolve issues.
Citiside Property Management handles off-site management for investors with portfolios of homes and multi-unit apartments. They emphasize core values of trust, being a go-getter, and transparency, and operate with a dedicated team.
Engage with workplace customers over voice and email to resolve shift, payment, and platform-related issues.
Navigate tools like Zendesk and the Clipboard portal to investigate cases and maintain accurate documentation.
Work cross-functionally with teams such as Billing and Account Management to ensure effective issue resolution.
Clipboard operates an app-based marketplace connecting healthcare professionals with workplaces, aiming to uplift communities. Founded in 2016, they are a remote-first team of over 1,000 people, a top Y-Combinator company, profitable since 2022, and rapidly expanding in healthcare staffing.
Answer inbound calls and emails with a professional attitude, adapting communication style to each customer's situation.
Resolve billing questions, payments, and account maintenance as the single point of contact for problem-solving.
Troubleshoot and guide customers through WEX online platforms and mobile applications while multitasking multiple systems.
WEX is a global commerce platform that helps businesses solve operational complexities like employee benefits, managing fleets, and streamlining payments. With over 6,500 employees, we work with large and small companies in more than 200 countries and territories, tailoring services to meet unique business needs.