Customer Success Advocate

LHH Recruitment Solutions is seeking a highly motivated Customer Success Advocate to join our client’s team to provide support and risk mitigation within the business financing space.

The Customer Success Advocate play’s a crucial role in ensuring internal sellers have a positive experience with company product loans.

The perfect candidate will be the first level of support for the seller community, helping them with inquiries related to product Loans.

This teams proximity to customers will allow them to identify issues and contribute to improving the overall customer experience.

Successful agents in this role become experts on product loans and can impact the product roadmap.

Location : 100% Remote based out of the Holliday UT Office

Shift : 8 : 00 am 5 : 00 pm

Compensation : $ $

Role Responsibilities :

• Respond to customer inquiries via phone and email using a CRM tool.
• Understand escalation paths to triage Seller needs based on their loan cycle, minimizing risk.
• Answer questions regarding business documents or current loan information.
• Maintain or exceed established SLAs for timely resolution of queued transactions.
• Identify, document, and follow up with cross-functional teams on product bugs and features.
• Identify trends in issues and suggest improvements to processes, policies, and products.
• Work with other teams to find answers and provide the best experience to Sellers.
• Stay updated on BSA / AML regulations and perform related duties.
• Effectively collaborate with team members over Slack and video conferencing.

Qualifications :

• Written and Verbal Communication Skills
• 1 Years of Professional Experience preferably in a financial institution or payment provider.
• Enjoy working in a fast-paced, rapidly changing startup environment.
• Comfortable interacting directly with customers.
• Willingness to implement feedback and improve skills.
• Strong attention to detail and excellent time management.
• Desire to enhance the customer experience.
• Bilingual (Spanish) A plus, but not required.

Pay Details : $ to $ per hour

Search managed by : Jason Timothy

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan.

Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs.

In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.