Customer Success Agent

About the company

The company is building the future of business banking, one industry at a time. We believe businesses deserve the company infrastructure tailored to how they actually operate. That's why we're creating a new category of business banking. We combine the reliability of traditional banking (high yields, competitive rewards, and comprehensive security) with industry-specific features that make businesses more efficient, more competitive, and more profitable.

Started in 2021, the company is one of the fastest growing fintechs in the world and we power over three billion dollars a year in business purchasing across numerous industries. We're backed by some of the best investors in the world including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. The company is headquartered in San Francisco, and has a strong in-person culture.

We’re growing fast and are looking for sharp, detail-oriented Customer Success Agent to join our team!

The Role

As a Customer Success Agent, you will play an important role in ensuring our customers have an excellent experience while maintaining the highest standards of compliance with our platform.

What You’ll Do

• Handle customer success and support operations, working closely with our product, sales, and engineering teams.

• Document and automate customer operation processes where possible.

• Conduct customer support: Serve as a first point of contact for customer questions via phone, email, and dashboard.

• Troubleshoot account issues, guide customers through onboarding, and resolve inquiries efficiently.

• Review new customer onboarding applications.

• Write FAQs and internal playbooks to make our customer experience faster and easier.

• Managing inbound support tickets and calls with professionalism and empathy.

What We’re Looking For

• 2+ years in the company services, customer support/success or sales/BDR experience preferred.

• Strong attention to detail and excellent written/verbal communication skills.

• Comfortable handling sensitive information and exercising discretion.

• Ability to work independently, prioritize tasks, and meet deadlines.

• Experience with Intercom, Pylon, or similar tools a plus but not required.

• Familiarity with AML, KYB/KYC, or transaction monitoring preferred but not required (we’ll train you).

• Ability to work Day Shift - PST or EST hours (9am-6pm)

Why Join the company

• Be part of a fast-growing fintech startup disrupting business finance.

• Work closely with compliance leadership to develop in-demand skills in AML and risk operations.

• Opportunity to grow into high-impact compliance roles as we scale.

• On-Site or Remote opportunity!