About this role
Customer Success Agent at Slash Financial. Location: San Francisco or United States. Role: Handling inquiries, Documenting processes, Troubleshooting issues Requirements: 2+ years in financial services, customer support/success or sales/BD; strong communication; comfortable with sensitive info; able to work independently; AML/KYC familiarity a plus. Category: Customer Service Seniority: Mid Level Tools: Intercom, Pylon Commitment: Full Time Workplace: Remote Languages: English