Customer Success Agent

Job Summary

A company is looking for a Customer Success Agent for US/CAN and Europe/APAC.

Key Responsibilities

• Handle customer success and support operations, collaborating with product, sales, and engineering teams
• Document and automate customer operation processes where possible
• Serve as the first point of contact for customer inquiries via phone, email, and dashboard

Required Qualifications

• 2+ years of experience in financial services, customer support/success, or sales/BDR preferred
• Experience with Intercom, Zendesk, or similar tools is a plus but not required
• Familiarity with AML, KYB/KYC, or transaction monitoring preferred but not required
• Ability to work independently and prioritize tasks effectively
• For Europe candidates, availability to work USA overnight hours; for US + Canada candidates, availability for day shift hours