Customer Success Specialist
Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings.
We're looking for people who share our passion and are driven to tackle challenges, find solutions and make the financial space better for the communities we serve.
Our team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit. Executing on our mission requires deep collaboration across our teams to ensure our products reach the people who can benefit from them the most, particularly the 100 million+ Americans who have no or low credit.
You are smart, organized, upbeat, driven, and dependable. You appreciate working in a fast-paced, collaborative environment that rewards ability and results. You are concise and direct – and flourish in a challenging environment that offers the opportunity to test your problem-solving skills. You have an ability to engage and relate positively to our customers and community.
What you’ll do:
- Work with the Customer Success team to ensure top customer satisfaction by resolving issues and finding quick, viable solutions through our main communication channels (calls, emails, and chats)
- Act as a liaison with engineering and product teams to communicate urgent customer issues
- Turn distressed customers/situations into opportunities to delight our customers through exceptional communication skills with a positive attitude
- Deliver results in a timely manner
- Thrive with the support of your teammates in daily/weekly meetings and fun team challenges
What you’ll have:
- Enthusiastic and “self-starter” approach
- Experience solving problems in a customer-facing environment, and providing consistent support
- Brings high energy and interest to customer inquiries and remains calm and respectful
- With a process-driven mindset; you can identify issues of all kinds and offer solid solutions
- Strong written, verbal, and organization skills
We have the compensation and benefits you expect. But, there's one thing that Self Financial can offer that many startups cannot: we can positively change the world, while making a profit. We are a team of Builders, empowering our customers to build their dreams. We have a Do the Right Thing ethos in all that we do, and we hope you value that approach, too.
Our perks include:
- Stock options
- Quarterly performance-based bonuses
- Generous employer-paid health, vision and dental insurance coverage
- Flexible vacation policy
- Educational assistance
- Free gym membership
- Free at-home workout through Sworkit
- Casual dress code
- Team building events and activities
- Remote work arrangements/ flexible work schedule
Self Financial requires all employees hired to successfully pass a background check.
We are an Equal Opportunity Employer.
PRIVACY NOTICE - CALIFORNIA APPLICANTS
This Privacy Notice is for applicants who reside in California. We adopt this notice to
comply with the California Consumer Privacy Act of 2018 (“CCPA”) and other
California privacy laws. Any terms defined in the CCPA have the same meaning
when used in this notice.
Information We Collect
We collect information that identifies, relates to, describes, references, is capable of
being associated with, or could reasonably be linked, directly or indirectly, with a
particular consumer or device (“personal information”).
In particular, we have collected the following categories of personal information from applicants within the
last twelve (12) months:
Category: Examples
Identifiers. A real name, alias, postal address, unique personal
identifier, online identifier, Internet Protocol address, email
address, account name, Social Security number, driver's
license number, passport number, or other similar
identifiers.
Personal information categories listed in the California Customer Records statute (Cal. Civ. Code §
1798.80(e)).
A name, signature, Social Security number, physical
characteristics or description, address, telephone number,
passport number, driver's license or state identification
card number, insurance policy number, education,
employment, employment history, bank account number,
credit card number, debit card number, or any other
financial information, medical information, or health
insurance information. Some personal information
included in this category may overlap with other
categories.
Protected classification characteristics under California or federal law.
Age (40 years or older), race, color, ancestry, national
origin, citizenship, religion or creed, marital status,
medical condition, physical or mental disability, sex
(including gender, gender identity, gender expression,
pregnancy or childbirth and related medical conditions),
sexual orientation, veteran or military status, genetic
information (including familial genetic information).
Internet or other similar network
activity.
Browsing history, search history, information on a
consumer's interaction with a website, application, or
advertisement.
Professional or employment-
Current or past job history or performance evaluations.
Use of Personal Information
We may use or disclose the personal information we collect for one or more of the
following business purposes:
- To fulfill or meet the reason for which the information is provided.
- To provide you with information, products or services that you request from us.
- To carry out our obligations and enforce our rights arising from any contracts entered into between you and us.
- As necessary or appropriate to protect the rights, property or safety of us, our clients or others.
- To respond to law enforcement requests and as required by applicable law, court order, or governmental regulations.
- As described to you when collecting your personal information or as otherwise set forth in the CCPA.
- To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred.
- We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice.
Changes to Our Privacy Notice
We reserve the right to amend this privacy notice at our discretion and at any time.
When we make changes to this privacy notice, we will notify you.
If you have any questions or comments about this notice, please do not hesitate to