End-to-end finance platform for businesses.

Flex

customer-support

Flex is an end-to-end finance platform designed for businesses, facilitating various financial operations and enhancing financial management. With a focus on providing comprehensive financial solutions, Flex aims to streamline processes and improve efficiency for its users in the commercial sector.

• Handle complex customer issues across banking, credit, and payments via email, chat, and phone
• Investigate issues across multiple internal systems and provide precise, clear answers
• Guide VIP and high-revenue accounts through document verification, account setup, and feature troubleshooting
• Handle frozen accounts, disputed transactions, application denials, and compliance-related communications
• Coordinate with engineering, underwriting, risk, and compliance teams
• File detailed bug reports and test new features in staging environments
• Create and update documentation when encountering process gaps
• Qualify high-value sales leads and route them to appropriate account executives

Customer Experience Specialist

Customer Experience Specialist delivering white-glove banking, credit, and payments support. Investigating complex fintech issues and coordinating compliance, risk, engineering, and underwriting resolutions.

Flex

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Customer Experience Specialist

Flex