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Customer Experience Specialist

Flex· Customer Support
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Hybrid (Remote), Hybrid (San Francisco, CA / Miami, FL / New York, NY)$60k - $100kContractPosted 4d ago

About the role

Customer-facing role providing premium, white-glove service to high-net-worth Flex members. Autonomous problem-solver handling complex fintech scenarios, cross-functional coordination, and quality-driven support for banking, credit, and payments.

Responsibilities

  • Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity: requiring thorough investigation across multiple internal systems before providing answers that meet our quality standards
  • Guide VIP and high-revenue accounts through multi-step processes with excellence (document verification, account setup, feature troubleshooting) maintaining the highest standards of care and service quality
  • Handle sensitive scenarios with discretion and expertise: frozen accounts, disputed transactions, application denials, and compliance-related communications—executing each with precision and professional judgment
  • Coordinate with engineering, underwriting, risk, and compliance teams to resolve multi-stakeholder issues
  • File detailed bug reports and test new features in staging environments
  • Create and update documentation when you encounter process gaps
  • Qualify high-value sales leads with rigor and route to appropriate account executives, ensuring every introduction meets our quality standards and reflects our commitment to excellence

Qualifications

  • Fluent English (written and spoken at a professional level)
  • 2+ years in fintech or financial services customer support (ideally at a startup or high-growth company)
  • Availability to work nights and weekends (Local and/or US business hours)
  • Experience with Zendesk, Salesforce, or similar CRM tools

Skills

Required:CommunicationOwnershipInvestigative mindsetTechnical fluencyJudgmentEmotional resilience

Benefits

  • Remote role with autonomy
  • Opportunity for real influence and ownership
  • Exposure to product launches, compliance changes, and operational challenges
  • Competitive compensation: $60,000 - $100,000 a year (contract)
  • Potential for meaningful equity in the future
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Flex

All-in-One Business & Personal Finance Platform

Flex is the all-in-one business & personal finance platform for owners. Access premium business banking, flexible net-60 credit, and AP automation. All for free.

Business BankingBusiness CreditNet-60 Credit TermsRewards & CashbackEmployee Expense ManagementAP AutomationGlobal PaymentsCredit Card
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