Upgrade, Inc. · 5 hours ago
Email Specialist, Online Support
Upgrade, Inc. is a fintech company focused on providing affordable financial products to improve customer financial well-being. They are seeking an Email Specialist to deliver exceptional customer service by managing and responding to customer inquiries via email, ensuring a positive experience and fostering customer satisfaction.
BankingCreditFinancial ServicesFinTechMobile
Responsibilities
Answer emails from various departments via Zendesk
Provide a personalized customer experience via email
Be an expert on our product and processes
Bring a flexible mindset – you will be required to adopt to changing policy and procedures on a constant basis while maintaining a high quality to your work
Provide exceptional external and internal customer service by ensuring that you have a customer experience focus mindset
Meet or exceed production, quality, and customer service goals
Punctual and consistent attendance is required. Must be available for overtime, holidays or weekend hours as needed
Perform other related duties as needed
Qualification
Required
1+ years experience in the banking, financial services, or a related industry
Account Servicing expert; Team player
Attention to detail
Excellent verbal and written communication skills
Excellent grammar and punctuation
Ability to identify process improvements and make recommendations
Ability to multitask
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficient with Excel, Word, and Outlook
Knowledge of Slack or other communication tools
Punctual and consistent attendance is required. Must be available for overtime, holidays or weekend hours as needed
Preferred
BA/BS or higher in related field
Knowledge of Zendesk or other CRM applications
Previous chat experience
Benefits
Paid time off (PTO)
401K matching
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 beverages
Company
Upgrade, Inc.
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 StageTotal Funding
$752MKey Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M
Recent News
Daily Star Egypt
2025-12-04
2025-12-03
2025-10-31
Company data provided by crunchbase