Customer Service Representative, Flex Pay jobs in United States
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Upgrade, Inc. · 2 weeks ago

Customer Service Representative, Flex Pay

Upgrade, Inc. is a leading financial technology company focused on improving customers' financial well-being with innovative products. The Customer Service Representative for the Flex Pay product will provide exceptional customer service through various communication channels, aiming to exceed customer expectations and improve satisfaction.

BankingCreditFinancial ServicesFinTechMobile
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Provide superior customer care through prompt, courteous, and professional answering of calls, emails, chats, and SMS/text messages
Aim to consistently exceed customer expectations by finding the best solutions for any problem
Provide thorough and accurate documentation to customer accounts across our communication channels
Identify areas of opportunity for optimizing results and improve customer satisfaction
Become an expert on all applicable tools and systems
Service accounts by investigating problems and finding resolutions to help overcome customer objections about payments while working towards solutions that best fit their needs
Build and maintain collaborative relationships with all team members
Meet and/or exceed production, quality, and customer service goals
Be an expert on our products and processes
Adapt to changing policies and procedures on a constant basis while maintaining high quality to your work

Qualification

Customer support experienceCommunication skillsProblem solving skillsCall center experienceFinancial services experienceProficient in MicrosoftAttention to detailMulti-tasking abilityTeam playerAdaptability

Required

6+ months of high volume call center experience required
Strong attention to detail
Excellent verbal and written communication skills
Strong problem solving and analytical skills
Team player seeking a fast-paced and challenging environment
Ability to thrive in a fast paced, changing environment
Demonstrated ability to multi-task and work in a fast-paced environment
Proficient in Microsoft, Cloud based products and Google apps

Preferred

Bachelor's or Associate's degree preferred
1+ years experience in customer support or customer retention role, with extensive experience in phone and email communication
Financial services and travel industry experience preferred
Experience in Hospitality/Travel, Finance/Lending, or eCommerce is a plus

Benefits

Paid time off (PTO)
Competitive 401(k) program
Comprehensive benefits package: Medical, dental, vision, life insurance & disability
Paid parking or platinum pass
New Hire Training Program
Wellness Incentive Program
Kitchen fully stocked with snacks and beverage

Company

Upgrade, Inc.

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Upgrade helps customers move in the right direction with affordable and responsible financial products.

H1B Sponsorship

Upgrade, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (34)
2023 (31)
2022 (25)
2021 (22)
2020 (11)

Funding

Current Stage
Late Stage
Total Funding
$752M
Key Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M

Leadership Team

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Renaud Laplanche
Co-founder & CEO
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Adelina Grozdanova
Co-Founder, Head of Investor Group
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Company data provided by crunchbase