Customer Success Specialist - Chat Support

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Self Financial is looking for a Customer Success Specialist - Chat Support. In this position, you will be supporting Self’s community in reaching their financial and credit goals. You will assist in resolving customer challenges through direct communication via chat.  You may be requested to also assist in phone and email. You will work closely with the Customer Success team and leadership to shape Self by providing feedback and developing ideas for improvement. You will work in a highly collaborative yet autonomous environment- where we celebrate our customer's successes and thrive on reaching our own internal goals!

 

 

Who We Are

Self is a fintech company with a mission to increase economic inclusion and financial resilience by helping people build credit and build savings. Self is empowering millions of people to begin their financial journey with a Credit Builder Account. We understand that building a financial foundation is a daunting task for most people, so we're dedicated to building products that empower our customers to move in the right direction.

 

Who You Are:

You are smart, organized, upbeat, driven, and dependable. You appreciate working in a fast-paced, collaborative environment that rewards ability and results. You are concise and direct – and flourish in a challenging environment that offers the opportunity to test your problem-solving skills. You have an ability to engage and relate positively to our customers and community.

 

What You Will Do:

  • Work with the Customer Success team to ensure top customer satisfaction by handling all administrative assistant, back-office, and clerical needs by resolving issues and finding quick, viable solutions for tasks such as mail processing, check to print, check reconciliation, paper document handling, supply procurement and other tasks as assigned.
  • Turn distressed customers/situations into opportunities to delight our customers through exceptional back-office handling and communication skills with a positive attitude
  • Deliver results in a timely manner
  • Thrive with the support of your teammates in daily/weekly meetings and fun team challenges.

 

What You Will Bring:

  • Enthusiastic and “self-starter” approach. Ability to work with little direction and carry out tasks to completion.
  • Comfortable reporting daily on tasks to management.
  • Experience solving problems in a customer-facing environment, and providing consistent support
  • Brings high energy and interest to customer inquiries and remains calm and respectful
  • With a process-driven mindset; you can identify issues of all kinds and offer solid solutions
  • Strong written, verbal, and organization skills
  • Fast typing skills and ability to multi-task across multiple chat customers at one time (handling up 5 at a time). You will handle on average 125+ chats in a day. 

 

Why Self?

Our compensation and benefits are competitive, but there's one thing that Self Financial can offer that many startups cannot: we can positively change the world while making a profit. Over 64 million adults in the U.S. do not have a credit score due to a lack of credit history. Self is solving this problem with innovative technology and partnerships.

 

Our perks include:

  • Competitive Pay
  • Bonus Program
  • Self pays 100% of employee's monthly medical, dental and vision benefit costs and a portion of dependent insurance coverage
  • Buy up options available, costs vary across benefit type
  • 401(k) Plan available to full-time employees to save for retirement
  • Self pays 100% of Life/AD&D/Short-Term and Long-Term Disability insurance premium costs for all full-time employees
  • Enjoy our flexible vacation policy
  • Company paid education and training programs
  • Free at-home workout through Sworkit and gym membership
  • Plenty of snacks and drinks provided at the office
  • Casual dress code
  • Team building, happy hours and events (Online now, due to pandemic)
  • Downtown Austin office space (Our offices are partially open)
  • Remote work arrangements (due to the pandemic)
  • Monthly $100 COVID stipend for full time
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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Location

Our company is in the heart of downtown Austin overlooking the world-famous sixth street district.

An Insider's view of Self Financial

What’s the vibe like in the office?

We are constantly growing and facing new challenges, but everyone works well together. Our company events are always fun and a good way to get to know each other better. We are a very tight-knit group, and I wouldn't have it any other way!

Joanna

Customer Success Team Lead

What projects are you most excited about?

The best part about being at a company at this stage is being able to build data infrastructure and marketing programs from the ground up. I'm most excited to build out our entire retention marketing strategy to drive increased user engagement. We're utilizing a great growth automation system that allows us to do some really cool things.

Tim

Director of User Acquisition

How has your career grown since starting at the company?

Since joining Self, I've had the opportunity to develop my skills in both our frontend and backend repos. I've also learned a lot about working together with stakeholders to create new features or resolve bugs. I definitely feel like a stronger engineer having worked on this team and learning so much from my colleagues about maintainable code.

Kristin

Software Engineer

What is your vision for the company?

Most financial institutions cast aside those considered low-to-moderate income. We help people with fundamental aspects of financial health – building credit, using it wisely and saving money. My goal is to continue building a company of highly talented and collaborative people driven by a mission of helping people achieve financial stability.

Brett

Chief Marketing Officer

How do you collaborate with other teams in the company?

As a fast paced work environment, collaboration is key. It’s great to work with people who are willing to help each other out. If you have a question, it’s as easy as walking to their desk to ask!

Jorge

Compliance Manager

What are Self Financial Perks + Benefits

Self Financial Benefits Overview

We're located in downtown Austin with a direct view of the Capitol! Being in the heart of the action creates an exciting place to grow the company and make a huge impact for our customers.

Culture
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Our remote work program includes work from home full-time remote for specific positions.
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Equity Incentive Plan
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Company-sponsored outings
Free daily meals
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Onsite office parking
Pet friendly
Relocation assistance
We offer relocation assistance to new employees.
Fitness stipend
We offer gym membership for employees.
Onsite gym
Professional Development Benefits
Job training & conferences
Self offers employees professional development opportunities like an annual individual budget for training.
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, leadership mentoring.
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications
We offer paid industry certifications for specific positions at Self.

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