About The Opportunity

KAPITALCOMPANY is a fast-growing fintech innovator empowering small businesses and entrepreneurs across the United States with smart, scalable financial solutions. We’re building the next generation of digital banking tools — frictionless, intuitive, and built for real-world impact. As part of our remote-first, customer-obsessed team, you’ll be on the front lines of delivering exceptional support that turns frustrated users into loyal advocates.

Role & Responsibilities

Act as the primary point of contact for clients via phone, email, and chat — resolving inquiries with speed, accuracy, and empathy.
Troubleshoot account access, transaction discrepancies, and platform functionality using internal tools and knowledge bases.
Document client interactions and escalate critical issues to product or engineering teams with clear context and urgency.
Proactively identify recurring pain points and contribute ideas to improve self-service resources and onboarding flows.
Partner with cross-functional teams (Sales, Product, Ops) to align client feedback with product roadmap priorities.
Maintain 95%+ first-contact resolution rate while consistently exceeding CSAT and SLA targets.

Skills & Qualifications

Must-Have
Zendesk
CRM (Salesforce or HubSpot)
Live Chat Platforms (Intercom, Freshdesk, or similar)
Payment Processors (Stripe, Plaid, or similar)
Microsoft Office Suite
Basic Financial Literacy
Call Center Metrics (CSAT, FCR, SLA)
Preferred
Experience in fintech or SaaS support environments
Familiarity with banking APIs or financial data flows
Certification in customer experience (e.g., CXPA, CCE)

Benefits & Culture Highlights

100% remote with flexible hours — work where you thrive
Unlimited PTO + quarterly “recharge” days to prevent burnout
Competitive base salary + performance bonuses + health/dental/vision

Skills: customer,teams,chat

Client Support Representative

Client Support Representative

Similar jobs

Similar jobs

Similar jobs