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Fintech • Insurance • Payments • Software
Provides timely customer support through email, phone, live chat, and video conferencing. Troubleshoots issues, assists with onboarding, resolves chargebacks, identifies upsell opportunities, collaborates cross-functionally, and contributes to knowledge-base content. The role requires strong communication, problem-solving, prioritization, autonomy, and comfort using help desk and web-conferencing tools in a fast-paced SaaS environment.
Fintech • Insurance • Payments • Software
Design, build, deploy, and manage AI systems and automations that improve customer onboarding, support, engagement, retention, and expansion. Develop predictive customer insights, digital experiences, workflows, and integrations with Salesforce, support systems, and data infrastructure. Translate ambiguous Customer Experience requirements into scalable technical solutions, independently make architecture decisions, monitor production systems, measure adoption and ROI, and continuously optimize based on user feedback and changing business needs.
Fintech • Insurance • Payments • Software
Analyze customer adoption, engagement, health, and churn-risk data. Define consistent metrics, build dashboards and cohort analyses, monitor onboarding and implementation performance, identify friction and success patterns, and translate findings into actionable recommendations for customer-facing teams and leadership. Collaborate with revenue operations, AI engineering, analytics, and customer teams to document metric logic and improve data-driven customer experience operations.
