Customer Experience Specialist
F
FlexFintech / Banking
Remote / Philippines, US business hours (nights and weekends)Full-TimeMiddle
Salary18,000 - 25,000 USD per year
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Job Details
- Languages
- Fluent English (written and spoken at a professional level)
- Experience
- 2+ years in fintech or financial services customer support
- Required Skills
- SalesforceCustomer supportGoogle SheetsSlackZendeskNotion
Requirements
- Fluent English (written and spoken at a professional level).
- 2+ years in fintech or financial services customer support, ideally at a startup or high-growth company.
- Availability to work nights and weekends (US business hours).
- Experience with Zendesk, Salesforce, or similar CRM tools.
- Investigative mindset with the ability to synthesize information and identify root causes.
- High ownership and ability to work autonomously.
- Technical fluency and ability to learn new software quickly.
- Experience with banking-as-a-service platforms (Unit, Synapse, Treasury Prime, etc.) is strongly preferred.
- Prior exposure to fraud detection, KYC/AML processes, or financial compliance is strongly preferred.
- Experience creating documentation or improving processes is strongly preferred.
- Experience supporting B2B SaaS or fintech products is strongly preferred.
Responsibilities
- Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity.
- Guide VIP and high-revenue accounts through multi-step processes such as document verification, account setup, and feature troubleshooting.
- Manage sensitive scenarios such as frozen accounts, disputed transactions, application denials, and compliance-related communications.
- Coordinate with engineering, underwriting, risk, and compliance teams to resolve multi-stakeholder issues.
- File detailed bug reports and test new features in staging environments.
- Create and update documentation when encountering process gaps.
- Qualify high-value sales leads and route to appropriate account executives.
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