Customer Success AdvocateVirtualVocations • Costa Mesa, California, United States
Customer Success Advocate
VirtualVocations • Costa Mesa, California, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
A company is looking for a Customer Success Advocate to provide support and risk mitigation in the business financing space.
Key Responsibilities
Provide first-level support to Sellers regarding loan inquiries and issues
Identify opportunities to enhance the customer experience and mitigate risks
Collaborate with cross-functional teams to address product bugs and improve processes
Qualifications & Requirements
Experience using a CRM tool to manage customer inquiries
Ability to understand escalation paths and triage customer needs effectively
Knowledge of business documentation and loan information
Familiarity with BSA / AML regulations and duties
Experience working remotely and collaborating via digital communication tools
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Customer Advocate • Costa Mesa, California, United States
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