Remote / Costa Rica Remote (Country) Employment

Flex is hiring a Customer Experience Specialist

Responsibilities

  • Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision and clarity: requiring thorough investigation across multiple internal systems before providing answers that meet our quality standards
  • Guide VIP and high-revenue accounts through multi-step processes with excellence (document verification, account setup, feature troubleshooting) maintaining the highest standards of care and service quality
  • Handle sensitive scenarios with discretion and expertise: frozen accounts, disputed transactions, application denials, and compliance-related communications—executing each with precision and professional judgment
  • Coordinate with engineering, underwriting, risk, and compliance teams to resolve multi-stakeholder issues
  • File detailed bug reports and test new features in staging environments
  • Create and update documentation when you encounter process gaps
  • Qualify high-value sales leads with rigor and route to appropriate account executives, ensuring every introduction meets our quality standards and reflects our commitment to excellence

Requirements

  • Fluent English (written and spoken at a professional level—you'll be the voice of Flex)
  • 2+ years in fintech or financial services customer support (ideally at a startup or high-growth company where you wore multiple hats)
  • Availability to work nights and weekends (US business hours)
  • Experience with Zendesk, Salesforce, or similar CRM tools

Nice to Have

  • Experience with banking-as-a-service platforms (Unit, Synapse, Treasury Prime, etc.)
  • Prior exposure to fraud detection, KYC/AML processes, or financial compliance
  • You've worked in a role where you created documentation or improved processes
  • You've supported B2B SaaS or fintech products (not consumer support)

Compensation

$18,000 - $25,000 a year. Equity: Meaningful equity if you help build something big.

Additional Information

  • Availability to work nights and weekends (US business hours)
  • Fluent English (written and spoken at a professional level—you'll be the voice of Flex)
Required Skills
ZendeskSalesforce
About company
Flex

Flex is a VC-backed company that empowers business owners with a new approach to finance. The company offers an AI-native, all-in-one business and personal finance platform designed for entrepreneurs and business owners.

Flex provides premium business banking, flexible net-60 credit, accounts payable automation, and dynamic capital solutions — all integrated into a seamless platform. The company aims to simplify financial operations so owners can focus on growing their businesses.

Recognized as one of Fast Company’s 2026 Most Innovative Companies, Flex combines institutional-grade financial tools with modern technology to serve the needs of modern businesses globally.

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Job Details
Department Customer Support
Category other
Posted 2 months ago