Customer Success Agent

About the role

Slash is building the future of business banking, combining the reliability of traditional banking with industry-specific features to make businesses more efficient, competitive, and profitable. Founded in 2021, Slash powers over three billion dollars a year in business purchasing across numerous industries and is backed by leading investors including Menlo Ventures, NEA, Y Combinator, Stanford University, and the founders of Tinder and Plaid. Based in San Francisco, Slash has a strong in-person culture and is growing rapidly.

Responsibilities

• Handle customer success and support operations, collaborating with 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 improve the 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.
• 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).

Qualifications

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

Skills

• Customer service and support skills.
• Attention to detail and problem-solving abilities.
• Communication and interpersonal skills.
• Basic understanding of AML, KYB/KYC, or transaction monitoring (will be trained).

Benefits

• On-site or remote work option.

Pay

$55K - $70K

Schedule

Day Shift - PST or EST hours (9am-6pm)