Customer Experience Specialist

Posted 7 Hours Ago
Be an Early Applicant
Hiring Remotely in Cardiff, South Glamorgan, Wales
In-Office or Remote
25K-25K Annually
Junior
Fintech • Payments • Financial Services
The Role
Serve as the primary contact for customer inquiries, resolving issues efficiently and building relationships while collaborating with teams to enhance customer experience.
Summary Generated by Built In
🧡 About ANNA Money

We’re ANNA — short for Absolutely No-Nonsense Admin

We’re on a mission to make business life beautifully simple for freelancers, small businesses, and the self-employed.

Our app is part business account, part admin assistant, and part cat (yes, we meow). We handle the boring financial stuff; like invoicing, tax reminders, and expense tracking — so our customers can focus on doing what they love.

But don’t be fooled by our feline charm - behind the fun branding is a serious fintech company with sharp claws, bold ideas, and a team that’s rewriting what business banking feels like.

😺 Our Personality

Think fintech, but make it fun.
We’re playful but professional. Smart but never snooty. We care deeply about our customers, our culture, and our craft. We believe good design and clever tech can turn even the dullest admin task into something surprisingly joyful.

🚀 Why Join ANNA

At ANNA, you’ll be part of a fast-growing team that thrives on creativity, collaboration, and a slightly mischievous sense of humour. We love big ideas, bold experiments, and people who care about doing work that matters (and maybe own a cat or two).

If you like your fintech with a twist and you want to help small businesses feel a little more confident, a little more human, and a lot more empowered... you’ll fit right in.

Key Responsibilities
  • Act as the primary point of contact for customer inquiries, offering timely and professional support through phone, email, and live chat.
  • Efficiently and effectively resolve customer issues, aiming for first-call resolutions whenever possible.
  • Recognise and escalate complex issues to the appropriate team members for thorough investigation and resolution.
  • Work collaboratively with cross-functional teams to create and implement customer service processes and best practices.
  • Proactively seek out opportunities to enhance the customer experience and share suggestions for process enhancements.
  • Foster and nurture relationships with customers, engaging with them to better understand their needs and challenges.
  • Conduct product demonstrations and training sessions for customers, ensuring they are equipped to make the most of our software.

Requirements
  • A minimum of 1 year of experience in customer service or support, ideally within the accounting or fintech sectors.
  • Confident and comfortable communicating with customers over the phone.
  • Excellent verbal and written communication abilities.
  • Strong problem-solving and decision-making skills.
  • Superb interpersonal skills with a knack for building rapport with customers.
  • Meticulous attention to detail paired with exceptional organisational and time management capabilities.
  • Proficient in using technology and capable of swift typing.
  • Able to thrive both independently and collaboratively within a team.

Benefits

What you get from us 

  • The chance to enhance your skills in various aspects of the business, including Business Admin, Payment Account Support, Onboarding, and Retention & Reaction
  • Enhance your skills or learn something new with our annual Continuous Learning budget of £1,000
  • Recharge and reenergise with our 'Take A Break' budget of £1,000 per year
  • Private Bupa healthcare
  • A growth share program
  • We care about your wellbeing! Enjoy access to fitness programs, rewards, and mental health support through our benefits platform, 'Perkbox'.
  • 'Cycle To Work' & Nursery Care salary sacrifice schemes
  • You'll get to join in on regular social events, whether they're virtual or in-person, all organised by our Social Team!
  • Enjoy working half days on Bank Holidays and still receive full-day pay!
  • 28 days of annual leave, and after two years with us, you'll get even more days to relax and recharge!
  • A day off to celebrate your birthday!
  • We have a self-organising, flat structure where everyone’s opinion matters – your voice is important!

At ANNA, we celebrate a flat organisational structure. You might be wondering what that means! Well, it’s all about empowering our team by sharing power and decision-making responsibilities, so everyone can feel a sense of ownership.
We focus on self-management rather than traditional management styles, giving every team member the freedom to spark positive change.

With our innovative mindset, ANNA is constantly growing and achieving new successes.
To thrive in our dynamic environment, we’re looking for individuals with fantastic time management skills, unwavering integrity, strong self-motivation, creativity, and excellent organisational capabilities.

If you think you’d flourish at ANNA, we can’t wait to hear from you! 🚀

Remote Role

We love and support working from home, but we also believe that collaboration and teamwork are key!
We have offices in London and Cardiff, where you're always welcome to work from if you live nearby.

Working Pattern

We pride ourselves on providing outstanding support to our customers around the clock, every day of the week! In this role, you'll be part of our daytime support team, with shifts scheduled between 7 AM and 10 PM, Monday through Friday, along with a commitment to one weekend each month.

Opportunities 🪴

At ANNA, we're excited to offer a starting salary that corresponds to where you are in your learning journey with us.

We truly value growth and development, and we encourage our team members to explore pathways into specialised roles within our Customer Experience Team, all designed to align with their individual talents and passions.

Once you successfully complete your probationary period, you will be excited to discover a variety of advanced roles tailored to further your career growth and professional development within our organisation. These opportunities not only allow you to enhance your skills and expertise but also to take on greater responsibilities and make a significant impact in our team. The advanced roles available include:

Customer Success Manager 🔥

Tackling customer queries or hiccups right out of the gate! Instead of passing the baton to another team, you clever champs roll up your sleeves and sort out even the trickier stuff from start to finish. True champions of customer happiness!

Subject Matter Expert ⚡️

Lives and breathes customer joy in your niche jungle. You turn complex challenges, within your expert field, into effortless experiences — one chat at a time. When things get complex, this pro steps in to simplify, strategise, and sprinkle a little wow into every customer experience.

We're excited to offer you plenty of chances to enhance your skills, grow, and advance your career with us!

Salary

  • £25,000 per annum

Interview Process

Our interview process consists of three exciting stages:

First, we invite you to complete your application - take a moment to answer some fun questions on the next page and don't forget to upload your CV!

Next up is the Video Submission - if your application shines, we'll send you a link to record a brief video answering a few engaging questions we have prepared.

Lastly, we'll connect in person - this final stage includes an in-person or virtual interview with our People Lead, where we can't wait to get to know you better!

Please note that due to a high level of demand in candidates for this role, we're unable to respond to individual emails or questions about the position. We hope that we've been thorough and transparent regarding the requirements and expectations of this role

Top Skills

Customer Service Software
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The Company
HQ: London
147 Employees
Year Founded: 2017

What We Do

ANNA is an AI-powered fintech pioneer, helping small businesses across the UK with everything from business accounts to tax solutions. What ANNA delivers: • Small business banking: Get a business current account in less than 10 minutes, and a debit card that miaows. Yes, really. • Invoicing software: Ditch the spreadsheets and get paid faster. ANNA can create and send professional looking invoices, and chase them when they’re overdue. • Receipt scanner app: Piles of receipts keeping you awake at night? ANNA snaps and sorts them on the go, saving you the time and hassle. • Tax services: Life’s full of surprises, but don’t let your tax bill be one of them. Stay one step ahead of HMRC, with handy tax reminders and tax estimations as you earn. The ANNA Debit Card is issued by PayrNet Limited pursuant to license by Mastercard International Inc. PayrNet is authorised by Financial Conduct Authority to conduct electronic money service activities under the Electronic Money Regulations 2011 (Ref: 900594)

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