Customer Experience Associate
Skills
Business Process ImprovementCustomer ExperienceFinanceGLMicrosoft SurfaceOperationsPersonal Boundaries
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Systems thinker who looks beyond the immediate ticket
- Active user of AI tools with real work examples
- Fast-moving with strong execution and accuracy
- Able to discuss APIs bank integrations and accounting software
- Skilled at managing many priorities across internal teams
- Strong clear writing without jargon
- Comfortable speaking on the phone
- Track record of strong CSAT QA and speed metrics
Nice to have
- High agency
- High urgency
- Customer obsessed
- Detail oriented
- Builder mindset
- Technical curiosity
- Adaptable
Day to day
- Be the voice of Customer Support across live calls email and chat
- Diagnose and resolve issues across payments cards travel accounting integrations and other connected workflows
- Manage escalations end to end while partnering with Engineering Risk Product and Partnerships
- Use AI tools and proprietary systems daily to research solve problems and improve CX operations
- Communicate complex issues with precision empathy and clarity to financially sophisticated customers
Hiring process
- Schedule bidding for a 40-hour weekly shift
- Cover weekends and some company holidays
- Apply through a referral contact if referred
