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Customer Success Advocate
Accelon Consulting
- Remote, Oregon, United States
- Remote, Oregon, United States
About
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 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. Requirements:
Written and verbal communication skills 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 Bilingual in Spanish a plus Benefits:
We offer healthcare plans, which you may opt into at your own expense. Sick leave is provided under the state laws applicable to your residence.
Languages
- English
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