Customer Success Agent

About the Company

Slash is building the future of business banking, one industry at a time. We combine the reliability of traditional banking with industry-specific features that make businesses more efficient, more competitive, and more profitable.

Responsibilities

• Handle customer success and support operations, working closely with product, sales, and engineering teams
• Document and automate customer operation processes
• Serve as a first point of contact for customer questions via phone, email, and dashboard
• Troubleshoot account issues and guide customers through onboarding
• Review new customer onboarding applications
• Write FAQs and internal playbooks to improve customer experience
• Manage inbound support tickets and calls with professionalism and empathy

Requirements

• 2+ years in financial services, customer support/success, or sales/BDR experience preferred
• Strong attention to detail and excellent written/verbal communication skills
• Ability to handle sensitive information and exercise discretion
• Ability to work independently and prioritize tasks
• Availability to work Day Shift (PST or EST hours, 9am-6pm)

Preferred Qualifications

• Experience with Intercom, Pylon, or similar tools
• Familiarity with AML, KYB/KYC, or transaction monitoring