Senior Customer Contact Specialist jobs in United States
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Upstart · 23 hours ago

Senior Customer Contact Specialist

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As a Senior Customer Contact Specialist, you will support applicants through various digital channels, handle complex inquiries, and ensure quality interactions while acting as a subject matter expert on products and procedures.

Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance

Responsibilities

Respond to inbound email/phone inquiries and manage real-time chat support (in future-state implementation), providing accurate, helpful, and timely information
Take ownership of escalation calls from applicants requesting a supervisor, resolving concerns professionally while adhering to compliance and policy guidelines
Act as a subject matter expert by answering questions from our vendor support teams via slack
Support funnel conversion by proactively identifying and addressing common applicant questions or pain points
Maintain accurate notes of all applicant interactions to ensure visibility and alignment across teams
Identify opportunities to improve CX processes, documentation, or messaging based on recurring feedback or support trends

Qualification

Customer serviceFinancial services experienceSalesforceCommunication skillsTime managementAttention to detailEmpathyInterpersonal skillsProblem-solving

Required

1–2 years of experience in customer service and/or contact center support within a financial services or fintech environment
Outstanding communication and interpersonal skills, including the ability to explain complex information clearly and professionally
Proven ability to handle sensitive or escalated customer conversations with empathy and professionalism
Comfortable navigating multiple systems and tools simultaneously (e.g., Salesforce, Vesta, telephony and chat platforms)
Demonstrated expertise in time management, effectively prioritizing and balancing competing tasks to meet tight deadlines
Impeccable judgment and acute attention to detail; ability to identify/anticipate customers' needs and clarify information
Proven track record of excelling in a metric based environment

Preferred

Financial services industry experience
Familiarity with front-line customer support tools and knowledge management platforms
Comfort working in high-growth, change-oriented environments where feedback loops are fast and frequent
Previous experience providing service for multiple product lines

Benefits

Competitive Compensation (base + bonus & equity)
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings
Employee Stock Purchase Plan (ESPP)
Life and disability insurance
Generous holiday, vacation, sick and safety leave
Supportive parental, family care, and military leave programs
Annual wellness, technology & ergonomic reimbursement programs
Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
Catered lunches + snacks & drinks when working in offices

Company

Upstart (NASDAQ: UPST) is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit.

Funding

Current Stage
Public Company
Total Funding
$3.36B
Key Investors
CastlelakeProgressiveRakuten
2025-11-06Post Ipo Debt· $1.5B
2025-09-05Post Ipo Debt· $320M
2025-08-12Post Ipo Debt· $600M

Leadership Team

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Dave Girouard
Founder & CEO
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Paul Gu
Co-Founder
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Company data provided by crunchbase