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Senior Customer Support Associate - Remote

Posted Yesterday
Customer Service
Full Time
USA

Overview

This is a hands-on, high-impact role within our Customer Experience function. You’ll manage live customer accounts, lead service reviews, and work cross-functionally to ensure a seamless and value-driven experience for our clients.

In Short

  • Own and manage a portfolio of live customer accounts, ensuring timely, high-quality responses to queries and support tickets
  • Lead and deliver quarterly and monthly Service Reviews, partnering with Account Managers and Product teams
  • Maintain deep product and domain knowledge to support customer needs
  • Identify and escalate operational bottlenecks or recurring issues, collaborating with Product and Engineering for resolution
  • Act as an escalation point for high-priority or sensitive customer issues
  • Contribute to the continuous improvement of internal CX processes, documentation, and tooling

Requirements

  • 4+ years’ experience in a customer-facing operational role within B2B SaaS or fintech environment
  • Proven ability to manage live customer queries, including triage, resolution, and escalation
  • Experience delivering formal Service Reviews or QBRs
  • Strong written and verbal communication skills with the ability to clearly explain complex issues
  • Cross-functional collaboration experience, particularly with Product, Engineering, and Sales
  • Comfortable working in a remote-first, fast-paced scale-up environment

Benefits

  • Opportunity to work in a fast-paced, innovative environment
  • Engagement with diverse teams and projects
  • Potential for professional development and growth
  • Flexible working arrangements

F.V.O

Form3 (via Otta)

Form3 is a pioneering company revolutionizing the payments landscape with cutting-edge technology and innovative solutions. The organization focuses on refining financial processes as it scales, emphasizing collaboration with senior stakeholders and external auditors to enhance reconciliations, accounts, and billing. With a commitment to diversity and inclusion, Form3 fosters a supportive work environment for talented individuals from various backgrounds, ensuring that everyone feels valued and empowered. The finance team operates predominantly remotely, maintaining strong communication and collaboration through digital platforms, while also engaging in social events to strengthen team bonds.

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