Customer Experience Associate

Skills
Business Process ImprovementCustomer ExperienceFinanceGLMicrosoft SurfaceOperationsPersonal Boundaries
Role

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