Customer Success Associate
You are the voice for customers navigating important financial decisions. You will help them understand the products, move through the application process, resolve issues, and feel confident every step of the way across phone, chat, and email. No prior fintech experience is required; you will learn the products, processes, and tools and grow your skills in a fast paced environment focused on accuracy and customer care. You will conduct video notary sessions, assist with compliance steps, and identify ways to improve the customer experience.
Responsibilities
- Serve as a trusted first point of contact for prospective and existing customers across phone, chat, and email
- Help customers navigate the application process, resolve blockers, and better understand our products
- Build expertise in the Figure ecosystem, including HELOCs and other financial products and processes
- Explain complex financial concepts in a clear, simple, customer-friendly way
- Provide troubleshooting support across a range of customer and platform issues
- Conduct video notary sessions with professionalism, attention to detail, and care
- Complete compliance-related steps accurately and consistently
- Identify trends and share ideas that improve the customer experience and support team effectiveness
- Participate in training and licensing programs that expand your skill set
- Contribute to a high-performing, team-oriented environment where reliability and strong execution matter
Requirements
- 1+ year of experience in a customer-facing role
- Strong verbal and written communication skills
- Ability to explain complex information clearly and build trust with customers
- Comfort working in a structured, fast-paced, high-volume environment
- Strong attention to detail and ability to follow process accurately
- Confidence learning new systems and navigating multiple technology platforms
- Ability to complete required compliance training
- Ability to become a licensed e-notary, including passing required background checks
Benefits
- Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
- Company HSA, FSA, Dependent Care, 401k, and commuter benefits
- Employer-funded life and disability insurance coverage
- 11 Observed Holidays & PTO plan
- Up to 12 weeks paid family leave
- Continuing education reimbursement