1 день назад
Participant Support Specialist (Fintech)
23 - 26$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Participant Support Specialist (Fintech): Delivering Tier 2 support for complex 401(k) and IRA participant inquiries across phone and email with an accent on sensitive case resolution, queue prioritization, and customer experience. Focus on troubleshooting with Product, Engineering, Operations, and Legal, identifying feedback trends, and improving participant support processes.
Location: Denver, Colorado, United States — hybrid, with office attendance approximately 2–3 days per week
Salary: $23.50–$26.44 per hour in Denver and most locations; final compensation varies by location, experience, and expertise.
Company
provides payroll, health insurance, 401(k), and HR products for more than 500,000 small businesses.
What you will do
- Provide Tier 2 support for complex and sensitive 401(k) and IRA participant inquiries by phone and email.
- Manage the participant lifecycle and prioritize inbound cases according to urgency and service-quality metrics.
- Collaborate with Sales, Product, Engineering, Operations, and Legal to troubleshoot issues and improve outcomes.
- Identify recurring feedback patterns, surface gaps, and share actionable insights for product and process improvements.
- Use Notion, Jira, Salesforce, Slack, and other platforms while handling sensitive participant information carefully.
- Report to the Customer Support Manager and resolve cases through empathetic, active-listening-based communication.
Requirements
- 2+ years of experience in customer care, customer success, relationship management, or fintech.
- Strong phone, listening, writing, prioritization, organization, and problem-solving skills.
- Ability to remain composed under pressure, multitask, reprioritize, and manage complex or ambiguous cases.
- Experience with CX platforms or CRMs such as Salesforce, Jira, Zendesk, or similar tools.
- BA or BS degree.
- Ability to work in the United States and attend the Denver office approximately 2–3 days per week.
Nice to have
- Experience in benefits, 401(k), payroll, or HR technology.
Culture & Benefits
- Full-time employment includes competitive base pay, benefits, and equity in the form of RSUs.
- AI tools are integrated into daily work, with expectations to build relevant AI fluency.
- maintains offices in Denver, San Francisco, and New York City; hybrid employees need a secure, reliable, consistent internet connection.
- Inclusive workplace with equal-opportunity hiring and reasonable accommodation support.
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