Customer Success Advocate

Job Summary

A company is looking for a Customer Success Advocate to provide support and risk mitigation in the business financing space.

Key Responsibilities

• Provide first-level support to Sellers regarding loan inquiries and issues
• Identify opportunities to enhance the customer experience and mitigate risks
• Collaborate with cross-functional teams to address product bugs and improve processes

Qualifications & Requirements

• Experience using a CRM tool to manage customer inquiries
• Ability to understand escalation paths and triage customer needs effectively
• Knowledge of business documentation and loan information
• Familiarity with BSA/AML regulations and duties
• Experience working remotely and collaborating via digital communication tools