Customer Success Specialist

Join our team as a Customer Success Specialist, where you'll provide day-to-day support to small business clients, guide new customers through onboarding, troubleshoot account and platform issues, and conduct occasional collections calls. You'll have tremendous career growth potential, health insurance, PTO and holidays, and a casual office dress code.

• Provide day-to-day customer support to small business clients via phone, video conference, email, and/or chat.
• Guide new customers through onboarding, helping them set up and understand all of our systems and tools.
• Troubleshoot account and platform issues, escalating when needed, and track and follow up on open customer issues to ensure timely resolution.
• You'll wear a few hats — support, onboarding, and light collections — so we're looking for someone who's organized, comfortable with numbers, and genuinely enjoys helping small business owners succeed
• Tech-savvy — you pick up new software and tools quickly and are comfortable working across multiple systems at once
• Comfortable with numbers — you're not intimidated by account balances, statements, or basic financial concepts
• If you're the kind of person who reads a job post and already has three ideas — we want to hear from you
• A calm, professional approach to sensitive conversations (like collections calls)
• A self-starter who takes initiative and doesn't wait to be told what to do next
• Strong multitasking skills; you can juggle multiple customer conversations and priorities without dropping the ball
• Prior customer support, collections, or fintech experience is a plus, but not required
• Excellent verbal and written communication skills