Customer Service Technical Specialist (Fintech)

TL;DR

Customer Service Technical Specialist (Fintech): Providing post-sale technical support, installation, and troubleshooting for consumer compliance and lending software products with an accent on resolving moderately complex technical issues. Focus on analyzing software deficiencies, educating customers on product benefits, and utilizing CRM tools for accurate documentation.

Location: Hybrid (8 days/month) in St Cloud, MN, USA

Salary: $57,400 - $98,350 USD

Company

hirify.global is a global provider of professional information services and software solutions for clinicians, accountants, and other professionals.

What you will do

• Handle first-level customer inquiries via phone, email, chat, and web ticketing.
• Provide technical support for WKCS lending products, including installation and troubleshooting.
• Analyze customer issues to determine if they are user errors, application design flaws, or deficiencies.
• Document all customer interactions and technical issues accurately within Salesforce CRM.
• Educate customers on product features and align benefits with their specific needs.
• Collaborate with internal teams to resolve complex technical problems.

Requirements

• Must be based in or able to work hybrid in St Cloud, MN, USA.
• BA/BS degree in Computer Science, BCIS, or related field (or equivalent experience).
• Minimum of 3 years of technical or lending customer service experience.
• Strong understanding of PC and network operating systems.
• Working knowledge of cloud platforms such as Azure, Google Cloud, or AWS.
• Ability to maintain flexible work hours between 7:00 a.m. and 7:00 p.m.

Nice to have

• Previous banking experience in new accounts or lending.

Culture & Benefits

• Comprehensive health coverage including Medical, Dental, and Vision plans.
• Financial security through 401(k) and FSA/HSA options.
• Practical perks such as Commuter Benefits and Tuition Assistance Plan.
• Generous time off including Vacation, Sick Time, and Paid Parental Leave.

Hiring process

• Interviews conducted without the assistance of AI tools or external prompts.
• Requirement to remove virtual backgrounds during virtual meetings.
• Includes mandatory in-person interviews at a hirify.global office.