Customer Interaction Specialist

Posted 2 Days Ago
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Roma, ITA
In-Office
Entry level
Payments
The Role
Provides prompt, friendly support to corporate clients through email, chat, and phone. Handles financial services and account queries, delivers first-line software troubleshooting, investigates and resolves issues, documents cases, escalates complex problems, and maintains service-quality standards. The role requires strong communication, problem-solving, organization, attention to detail, and a customer-focused approach. Experience in customer service, financial services, SaaS, or software support is valuable.
Summary Generated by Built In

Soldo is the proactive spend management solution that frees progressive businesses to accomplish more.

Over 25,000 organisations across 31 countries use Soldo to end slow, messy, and inefficient spending, bringing financial agility and control over every expense. Soldo frees finance with a uniquely proactive approach to managing decentralised spending.
By combining a powerful spend management platform, a user-friendly app, and versatile payment methods, Soldo automates expense admin to eliminate inefficiency in managing business spending.
By proactively managing decentralised spend, organisations empower employees to spend when and where it's needed, keeping productivity high while avoiding month-end surprises.
Founded in 2015 by Italian digital innovator Carlo Gualandri, Soldo is headquartered in London, with offices in Dublin, Milan, and Rome.
We’re looking for people with big ambitions, cool heads, sharp minds, and warm hearts. Come and join us as we grow together.


What's in it for you

  • Competitive salary
  • Private healthcare coverage for you and your family
  • Lunch Vouchers
  • Genuine career development opportunities (we love to see you succeed) - including your own annual €500 career development budget
  • Access to training and development - including a mentoring programme, workshops and the opportunity to progress onto our leadership programme
  • Flexible working options, including working from home or our Milan or Rome offices + 60 days’ work anywhere
  • Statutory Leave entitlements plus extra days off on Christmas Eve, New Year's Eve and your Birthday
  • Your own personal company Soldo card
  • Employee Assistance Programme
  • CAF Annual Fiscal & Financial Support
The role

This role is open to candidates belonging to the protected categories under Italian Law 68/99 art. 1.

The Customer Interaction Specialist is responsible for providing prompt, friendly, and effective assistance to customers. This includes responding to inquiries via email, chat, and phone, troubleshooting issues, and ensuring customer satisfaction. They also collaborate with ther teams to resolve complex cases and contribute to improving support processes, including financial services and first-line software support.
The goal is to deliver an exceptional customer experience while maintaining high service standards. 
Responsibilities

  • Provide excellent customer service to corporate clients via email, live chat and phone.
  • Assist customers with financial services queries related to account management, transactions, and product features.
  • Offer first-line software support, troubleshooting common issues and guiding clients through technical solutions.
  • Investigate and resolve customer issues in a timely and efficient manner, ensuring customer satisfaction.
  • Understand and comply with the key objectives of the company
  • Maintain a strong understanding of the Soldo platform to provide accurate and helpful information.
  • Deliver service/quality standards to agreed levels
  • Document and track customer issues, ensuring that all queries are logged and followed up appropriately.
  • Work closely with internal teams to escalate and resolve more complex issues.
  • Carry out any other duties requested by the line manager in relation to the role. 

We're looking for someone who must have
  • Excellent communication skills, with the ability to explain complex issues in simple terms.
  • Strong problem-solving abilities and a "can-do" attitude.
  • Ability to handle a high volume of customer inquiries while maintaining professionalism.
  • Prior experience in customer service, ideally in financial services or software support.
  • Basic technical troubleshooting skills or willingness to learn.
  • A customer-centric approach with a strong desire to exceed customer expectations.
  • Strong attention to detail and organisational skills.
Nice to Have
  • Experience in a financial services or SaaS (Software as a Service) environment.
  • Familiarity with financial transactions, banking, or corporate account management.

Skills Required

  • Excellent communication skills and ability to explain complex issues simply
  • Strong problem-solving abilities and a can-do attitude
  • Ability to handle a high volume of customer inquiries professionally
  • Prior customer service experience, ideally in financial services or software support
  • Basic technical troubleshooting skills or willingness to learn
  • Customer-centric approach and desire to exceed customer expectations
  • Strong attention to detail and organizational skills
  • Experience in a financial services or SaaS environment
  • Familiarity with financial transactions, banking, or corporate account management
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The Company
London, England
315 Employees
Year Founded: 2014

What We Do

Soldo is here to free teams from the burden of financial admin, to give them the tools, time, and headspace to focus on the things that matter. We’re both a financial services and software company and our spend management platform automates employee and business spending, from decision to spend to reconciliation. While our smart cards, employee expenses app, and accounting integrations give teams flexibility, visibility, and control over spending. Founded in 2014, we’re now one of Europe’s fastest-growing fintech companies. Today, we have over 350 employees working in offices in London, Milan, Rome, and Dublin. Having secured $180 million in Series C funding, we’re looking to expand into the rest of Europe and launch a suite of new products in a market worth $170 billion

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