Customer Success Agent

The role

The Customer Success Agent handles customer success and support operations. You will work with product, sales, and engineering teams to ensure customer experience and compliance.

What you will do

• Handle customer success and support operations
• Document and automate customer operation processes
• Serve as a first point of contact via phone, email, and dashboard
• Troubleshoot account issues
• Guide customers through onboarding
• Review new customer onboarding applications
• Write FAQs and internal playbooks
• Manage inbound support tickets and calls

Required qualifications

• Strong attention to detail
• Excellent written/verbal communication skills
• Comfortable handling sensitive information and exercising discretion
• Ability to work independently, prioritize tasks, and meet deadlines

Nice to have

• 2+ years in financial services, customer support/success or sales/BDR experience
• Experience with Intercom, Pylon, or similar tools
• Familiarity with AML, KYB/KYC, or transaction monitoring

Benefits

• Work closely with compliance leadership to develop in-demand skills in AML and risk operations
• Opportunity to grow into high-impact compliance roles as we scale

About the company

Slash is building the future of business banking by creating financial infrastructure tailored to how businesses operate. Started in 2021, it is a fast-growing fintech headquartered in San Francisco.