Account Coordinator - Remote

Overview

As a fintech company where customer care is an integral function, our success relies highly on effective operations and actionable insights to deliver a world-class customer experience. Our Account Coordinator team goes beyond traditional support, advocating for our customers to deliver an exceptional experience.

In Short

• Provide best in class service to Plan Sponsors through multiple channels.
• Develop and document scalable processes for ticket handling and knowledge sharing.
• Identify trends and share insights with Product and Engineering teams.
• Achieve benchmarks for call volume and customer satisfaction score.
• Manage multiple product tools effectively during calls and emails.

Requirements

• 2+ years of delivering outstanding customer experiences in the SaaS industry.
• Flexibility and ability to adapt to changing priorities.
• Interest in financial services and staying up-to-date with industry trends.
• Effective communication skills across multiple channels.
• Strong understanding of technology and experience with relevant tools.

Benefits

• Medical, dental, and vision insurance options.
• Paid parental leave for birthing and non-birthing parents.
• Flexible time off in addition to company holidays.
• 1-month paid Sabbatical after 5 years of employment.
• Annual learning and development stipend.