Customer Success Support Associate I (Fintech)

TL;DR

Customer Success Support Associate I (Fintech): Managing inbound customer inquiries via phone, chat, and email to help users maximize a retirement savings platform with an accent on root-cause analysis and cross-functional problem solving. Focus on providing high-quality service, maintaining detailed case documentation, and adhering to workforce management schedules.

Location: Hybrid (Lindon, Utah); Monday-Thursday in office, Friday remote

Salary: $18.00 – $20.50 per hour

Company

hirify.global is a high-growth fintech company dedicated to expanding access to retirement benefits for small and medium-sized businesses.

What you will do

• Manage a steady volume of inbound customer inquiries via phone, live chat, and email.
• Identify the root of customer needs to resolve inquiries completely in one touchpoint.
• Document thorough notes on every case to capture context, actions taken, and next steps.
• Collaborate cross-functionally with internal and external partners to solve customer issues.
• Adhere to a workforce management schedule and maintain performance to company standards.

Requirements

• 1+ years of experience in a customer-facing role such as customer support, account management, or call center (preferred).
• Must be located in or able to work from the Lindon, Utah office.
• Strong organizational skills and the ability to juggle multiple tasks with varying deadlines.
• Ability to communicate with confidence, professionalism, and empathy.
• Capability to remain highly productive in an elevated-noise, open-office environment.

Culture & Benefits

• 401(k) plan with a dollar-for-dollar employer match up to 4%.
• Comprehensive health, dental, and vision insurance.
• Competitive time off and parental leave.
• Mental health support via Lyra and fertility healthcare via Carrot.
• Monthly work-from-home stipend and quarterly lifestyle stipend.