Customer Service Advisor (Fintech)

TL;DR

Customer Service Advisor (Fintech): Providing high-quality omnichannel product support and strategic consultancy for B2B financial automation solutions with an accent on first-contact resolution and complex accounting software integrations. Focus on managing high-volume interactions, optimizing enterprise workflows, and delivering proactive, data-driven service to premium accounts.

Location: Must be based in Draper, UT, USA. Position is not eligible for visa sponsorship; work authorization in the US is required.

Salary: $22.55 – $26.78 USD per hour

Company

A mission-driven fintech company creating innovative financial automation tools to help businesses gain control of their operations and save time.

What you will do

• Deliver exceptional service via chat, phone, email, and video to resolve complex customer inquiries.
• Act as a knowledgeable consultant and advocate, ensuring first-contact resolution for premium business clients.
• Maintain deep expertise in hirify.global product offerings and accounting software sync integrations.
• Collaborate with cross-functional teams to identify and implement proactive, value-driven solutions.
• Manage high-volume support queues while prioritizing tasks in a fast-paced environment.
• Provide actionable workflow recommendations to help high-value customers optimize their financial operations.

Requirements

• Minimum 4 years of experience in customer service or related roles.
• Authorization to work in the United States without visa sponsorship.
• Strong technical and financial acumen, including experience with SaaS and accounting software (NetSuite, Intacct, QBO).
• Proficiency in CRM systems (Salesforce) and high-volume omnichannel support.
• Excellent verbal and written communication skills with ability to explain complex technical data.
• Demonstrated ability to multitask and own customer interactions in a high-pressure environment.

Culture & Benefits

• 100% paid health, dental, and vision insurance plans.
• Comprehensive 401(k) retirement plan and stock purchase program.
• Generous paid time off, including 11+ observed holidays and wellness days.
• Flexible work environment focused on growth, inclusion, and innovation.
• Supportive employee programs including life insurance, disability coverage, and fitness initiatives.