About Us:

There's been a persistent problem that's remained unsolved for decades: most major payment systems, including digital wallets, require both the payer and the payee to onboard before they can transact. But what if there was a way to send digital payments without the need for the recipient to go through a cumbersome onboarding process? That's exactly what we've achieved!

Our solution is a game-changer, especially for bringing traditional paper and cash payments into the online world. And here's the twist: we've found a clever way to monetize this process from both sides. Instead of customers paying us, we're actually paying our customers cash back from card fees. It's a complete shift in the financial equation!

With investors like MassMutual Ventures, JPMorgan Chase, and notable figures such as Tim Draper, Adam Draper, Naval Ravikant, and the co-founder of Intuit backing us, we're not just another fintech startup. We're a force to be reckoned with. Unlike many others, we're not just fueled by funding; we're also seeing increasing revenue, high growth, and have a virtually infinite runway ahead of us. The future of financial services is here, and we're leading the way!

The Role:

We're seeking a CSR (Customer Support Representative) to join our team and play a crucial role in providing exceptional service and ensure our customers feel valued and supported. This role focuses on responding to customer inquiries, troubleshooting issues, and delivering solutions that keep our clients satisfied and engaged.

You’ll work closely with customers and internal teams to resolve issues, gather feedback, and contribute to the continuous improvement of our customer experience. Your role is essential in maintaining our reputation for excellence and ensuring customers can use our payment platform with ease.

We're looking for someone with a strong attention to detail, excellent analytical skills, and a passion for delivering outstanding customer service.

Responsibilities:

Customer Support: Provide prompt and effective support to customers regarding payment-related inquiries, discrepancies, and issues, ensuring a positive customer experience at all times.

Process Improvement: Identify areas for process improvement within the payment operations workflow and collaborate with cross-functional teams to implement solutions that enhance efficiency and accuracy.

Customer Success: Help customers maximize the platform's benefits and identify opportunities to enhance their user experience. 

Feedback Loop: Gather customer feedback to improve usability and contribute to support resources like FAQs and help articles. 

About You:

• 1-3 years of experience in a customer support or customer success role, preferably in tech or FinTech.
• You thrive on delivering exceptional customer experiences and take pride in resolving issues efficiently and empathetically.
• You can explain complex issues in simple terms and know how to tailor your tone to different audiences.
• Entrepreneurial mindset. The desire to dive into new products and processes as we roll them out.
• Ability to work effectively under pressure and meet tight deadlines in a fast-paced environment where priorities can shift quickly.
• Strong communication and interpersonal skills, with a customer-centric approach.
• Bonus for familiarity or experience with payment management tools and software (e.g., PayPal, Stripe, Square).

Benefits & Perks

• Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
• 401k
• Equity
• Catered meals (in office)

Variable Base + Bonus + Equity (based on experience)

*Equal Opportunities Employment Statement*
It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.

** To all recruitment agencies: Checkbook does not accept unsolicited agency resumes. Please do not forward resumes to Checkbook employees. Checkbook is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company **