Remote opportunity at
FlexCustomer Experience Specialist
Flex is developing an AI-native private banking platform designed specifically for business owners, restructuring financial systems from the ground up for entrepreneurs. The company provides banking,…
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About This Role
Flex is developing an AI-native private banking platform designed specifically for business owners, restructuring financial systems from the ground up for entrepreneurs. The company provides banking, credit, payments, and financial operations through a single intelligent system tailored for affluent business owners generating between three million and two hundred million dollars in revenue. Operating with a high-performance culture, Flex values speed, extreme ownership, and execution. The organization is currently seeking a…
Job Description
Flex is developing an AI-native private banking platform designed specifically for business owners, restructuring financial systems from the ground up for entrepreneurs. The company provides banking, credit, payments, and financial operations through a single intelligent system tailored for affluent business owners generating between three million and two hundred million dollars in revenue. Operating with a high-performance culture, Flex values speed, extreme ownership, and execution.
The organization is currently seeking a Customer Experience Specialist to serve as a trusted advisor to high-net-worth members. This position goes beyond traditional customer support by delivering white-glove, premium service and handling complex financial technology scenarios with precision. The role involves addressing intricate issues related to banking, credit, and payments, while also coordinating across compliance, risk, engineering, and underwriting teams. Candidates must be comfortable working with autonomy, managing sensitive situations such as disputed transactions or frozen accounts, and qualifying high-value sales leads.
This opportunity is well-suited for autonomous problem-solvers with a strong investigative mindset, high technical fluency, and exceptional emotional resilience. Team members gain substantial exposure to rapid growth, product launches, and operational challenges while working remotely with schedule flexibility. Flex provides competitive compensation within a specified salary range, along with equity incentives, medical, dental, and vision insurance coverage, paid time off, and a 401(k) retirement plan.
Responsibilities
- Manage intricate customer inquiries regarding banking, credit, and payments through email, chat, and phone channels.
- Investigate issues thoroughly across multiple internal systems prior to answering.
- Support VIP and high-revenue accounts through account setup, feature troubleshooting, and document verification.
- Handle sensitive situations involving compliance communications, application denials, disputed transactions, and frozen accounts.
- Partner with engineering, underwriting, risk, and compliance departments to solve multi-stakeholder challenges.
- Draft detailed bug reports and evaluate new features within staging environments.
- Develop and revise documentation when identifying process gaps.
- Qualify high-value sales leads and route them accurately to appropriate account executives.
Requirements
- Fluent written and spoken professional English communication skills.
- Minimum of two years of experience in customer support within the fintech or financial services sector.
- Availability to work nights and weekends during local or United States business hours.
- Practical experience using CRM tools such as Zendesk or Salesforce.
Qualifications
- Prior background working with banking-as-a-service platforms including Unit, Synapse, or Treasury Prime.
- Previous exposure to financial compliance, KYC and AML processes, or fraud detection.
- Demonstrated history of creating process documentation or improving workflows.
- Experience supporting business-to-business SaaS or financial technology products.
Core Skills
Benefits
- Equity compensation eligibility.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- Paid time off.
- 401(k) retirement plan.
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this position remote?
Yes, this role is fully remote, and roles are also available in San Francisco, Miami, and New York.
What is the salary range for this role?
The salary ranges from USD 60,000 to 100,000 per year, determined by experience, qualifications, and interview performance.
What experience is required to apply?
Applicants must have at least two years of experience in fintech or financial services customer support, professional fluency in English, and availability to work nights and weekends.
What benefits are offered?
Flex provides medical, dental, and vision insurance, paid time off, a 401(k) plan, and equity compensation eligibility.
How long will applications be accepted?
Applications are accepted on an ongoing basis until the position is filled.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.