Scaled Customer Success Manager
Dropbox DocSend
Customer Success Representative
Notable
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $24 per hour
Job Level
JuniorMid-Level
About the role
- Resolve issues that stand between our customers and an outstanding Notable experience through phone, email, and chat support
- Handle customer inquiries related to loan origination, underwriting, and servicing with professionalism and care
- Build trust and rapport with customers during sensitive financial conversations
- Track and drive issues to completion, working cross-functionally with sales, underwriting, engineering, and operations teams
- Ensure all customer concerns are properly logged, prioritized, and solved
- Escalate complex cases appropriately while maintaining ownership of the customer relationship
- Develop deep knowledge of Notable's lending products, including payment options, eligibility requirements, and application processes
- Stay current on product updates and policy changes
- Share customer insights with leadership to drive product improvements
- Handle borrower personal information, loan details, and application data with the utmost confidentiality
- Participate in regular compliance and security training to ensure we protect our customers and meet regulatory requirements
- Follow all privacy laws and lending regulations in customer interactions
- Adapt to changing schedules based on team needs and customer volume
- Embrace the dynamic nature of a growing startup environment
Requirements
- 1-2+ years of customer-facing experience, ideally in fintech, financial services, or lending
- Strong communication skills with experience providing phone and email support—you can explain complex topics clearly and professionally
- Cross-functional collaboration abilities—you know how to work with different teams to get customers the answers they need
- Discretion and compliance awareness—you understand the importance of handling sensitive financial data and maintaining customer privacy
- Tech proficiency—comfortable with email, instant messaging, Google Workspace, and learning new platforms quickly
- Problem-solving mindset—you're detail-oriented, solutions-driven, and approach challenges with honesty and creativity
- High empathy and patience—you genuinely care about helping people and can stay calm under pressure
- Flexibility—you're adaptable and comfortable with schedule changes to meet team and customer needs
Benefits
- Health benefits: Our employees enjoy fully paid health, dental, and vision insurance. Life and short-term disability insurance benefit options, plus a 401k.
- Tools: Each team member receives the equipment they need to be set up for success.
- A great team: We are a diverse team with a wide range of interests. Whatever you're passionate about, we'd love to chat about it! We have Slack channels for plant enthusiasts, dog paw-rents, music lovers, foodies, and we're always adding more.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer supportloan originationunderwritingservicingcompliancedata handlingproblem-solvingfinancial data managementproduct knowledgeregulatory requirements
Soft skills
communicationcross-functional collaborationdiscretionempathypatienceadaptabilitydetail-orientedsolutions-drivenhonestycreativity
