Forward Financing · 1 hour ago
Bilingual Customer Support Expert
Forward Financing is a financial technology company based in Boston, Massachusetts, dedicated to unlocking capital for small businesses across America. As a Bilingual Customer Support Expert, you will support various teams by assisting with inbound and outbound calls, ensuring customer satisfaction and operational efficiency.
FinanceFinancial ServicesFinTech
Responsibilities
Be part of a high performing culture that is both collaborative + supportive, customer and results-driven, where people love to come to work
Achieve and maintain our SLA targets on operation services queues
Handle outbound calls to customers as the final stage of the funding process to verify all requirements are complete and verbally review key contract terms
Handle Inbound calls to Forward Financing’s mainline and direct these to designated departments, channels, or partners within Forward Financing
Assist with verifying customers Month to Date (MTD) transactions as required
Provide service via our chat tool or ticketing system
Go above and beyond, taking upon continuous improvement initiatives
Graciously deal with changes in a fast-paced environment, enjoying multitasking within an innovative environment
Carry a positive and energized approach when interacting with customers and partners in a way that reflects Forward Financing’s core values and guiding principles
Enjoy hands-on, 1:1 coaching as part of continuous development
Comfortably interact via phone, in writing (chat & email), and face-to-face with internal and external customers
Meet and exceed departmental key performance indicators and service level agreements
Qualification
Required
Bilingual in English and Spanish
High school degree
Client-focused, service-oriented, relationship builder
Good listening skills with the ability to see situations from the perspective of others
Excellent written and verbal communication skills; comfortable communicating and networking
Preferred
Experience in service and customer support roles preferred
Benefits
Medical
Dental
Vision
Commuter benefits
A flexible time-off policy
Paid parental leave
401k match for US employees
Wellness reimbursement
Volunteering days
Annual professional development budget
Charitable donation match
Company
Forward Financing
Forward Financing is a fintech company that provides fast, flexible working capital to small businesses nationwide.
Funding
Current Stage
Late StageTotal Funding
$540M2024-09-19Debt Financing· $200M
2021-06-07Debt Financing· $250M
2019-04-08Debt Financing· $90M
Leadership Team
Recent News
Company data provided by crunchbase