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SFS Customer Success Advocate (Bilingual English/Spanish) job in San Francisco

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San Francisco CorTech LLC

Job Ref:  347626
Employer:  CorTech LLC
Job Type:  Contract
Salary and Benefits:  24.50-26.00/Per Hour
Remote:  No

Location

City:  San Francisco
Post Code:  94103
Map: 

Description

100% Remote
Shift Hours: 8 am - 5 pm pacific time

The Square Financial Services (SFS) team is seeking a bilingual, highly motivated SFS Customer Success Advocate to provide support and risk mitigation within the business financing space with fluency in both English (and Spanish preferred). The SFS team at Square is responsible for safely providing funds to our customers to help them grow their businesses. The Operations team on SFS provides a white glove experience to our Sellers, and this role will be the first level of support provided to our Seller community. In this role, you will provide support to Square Sellers with Square Loans questions/needs and become a leader in all inquiries SFS and Square Loans related. You will use your proximity to customers to identify issues that will continually improve the customer experience for Square Loans borrowers. The ideal candidate will love helping businesses grow and finding creative ways to manage risk while improving the customer experience. Successful agents quickly become experts on Square Loans and have an opportunity to impact the product roadmap and customer experience on a small, nimble team.

Role Responsibilities

Effectively solve customer inquiries via phone and email using a CRM tool
Understand escalation paths to effectively triage a Seller?s needs based on where they are in the cycle of their loan in order to mitigate risk
Answer customer questions regarding business documents or current loan information in both English and Spanish
Maintain or exceed established service level agreements and guidelines for timely resolution of queued transactions to minimize potential revenue losses
Identify, document, and follow up with cross-functional teams on product bugs and features
Advocate for our Seller community by identifying trends in issues and suggesting improvements to processes, policies and products
Collaborate with members of other teams to root out answers and be a resource to teammates to provide the best possible experience to our Sellers
Participate in ongoing training to maintain current knowledge of BSA/AML and perform BSA/AML duties as required by job function.
Effectively work in a remote or distributed work environment and collaborate with team members over Slack and video conferencing.

Skills:
Written and verbal communication skills in English (as well as Spanish)
1+ years of professional experience with either a financial institution or payment provider preferred
Enjoy working in a fast-paced and rapidly changing start-up environment with the ability to quickly adapt to new situations and think on your feet
Experience in direct customer facing roles
Interest in implementing feedback and dedicated to the improvement of your skills and work
Strong organizational, analytical, written and verbal communication skills
Superb attention to detail
Excellent time-management skills
A desire to help people and improve the customer experience
A passion for Square and customers engaging with Square products
Top 3-5 skills/attributes: customer support experience, fintech or banking experience, tech industry experience
Education:
1 + years of customer service experience
ref: (347626)
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