Customer Success Advisor

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Xapo BankFintech / Banking
Asia - RemoteFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
2+ years
Required Skills
JiraCustomer serviceCRMConfluenceSlack

Requirements

  • 2+ years of previous experience in customer services.
  • Experience handling queries via live chat and email.
  • Proficient level of English.
  • Experience working in the fintech/banking industry.
  • Experience with CRMs, Jira, Confluence, and Slack.
  • Knowledge of the cryptocurrency environment.
  • Dedicated workspace.
  • Reliable high-speed internet connection.
  • Professional dress code for client-facing calls.
  • Alignment with Xapo Values-Driven Leadership principles.

Responsibilities

  • Responding to members’ queries regarding our products and services.
  • Monitoring of member accounts, including debit card transactions, fiat and bitcoin transfers.
  • Addressing members in a professional, respectful and friendly manner.
  • Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary.
  • Onboarding of prospective members.
  • Conducting Zoom calls to assist prospective members.
  • Educating prospective members on products and services.
  • Monitoring of queues in Kustomer for onboarding status.
  • Maintaining dashboard to provide statistical data.
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