Customer Service Representative / Shift: (11:00 AM EST – 8:00 PM EST)

Transend - Customer Service Representative (CSR) Remote / Shift: (11:00 AM EST – 8:00 PM EST)

Let’s create a world where financing doesn’t hold businesses back from reaching their true potential, together.

At Transend, helping small businesses is at the heart of everything we do. It’s the driving force behind our B2B financing platform, and it’s what motivates and inspires us to push beyond the limits of what’s possible today, to create a better tomorrow.

If you’re passionate about driving real change in the world and love the startup environment where autonomy and collaboration are critical to our success, the Customer Service Representative role could be the perfect fit for you.

About the Position:

As a Customer Service Representative, you’ll play a crucial role in representing the Transend brand externally, and shaping the experience we provide our customers. As the first point of contact, you’ll be responsible for addressing customer inquiries, resolving issues, and providing support across various channels. Your ability to communicate effectively, understand financial products, and maintain a positive attitude will be essential.

This is a remote position and candidates can work from anywhere in the United States.

Key Responsibilities:

• Manage a high volume of inbound and outbound calls, emails, and chat inquiries in a fast-paced environment
• Conduct proactive outbound calls to customers for payment reminders, past-due accounts, onboarding follow-ups, and account-related outreach
• Engage customers in collections-related conversations with professionalism, empathy, and a solutions-focused approach
• Explain account status, payment obligations, and available resolution options clearly and accurately
• Meet individual performance expectations related to inbound and outbound call volume, follow-ups, and resolution quality
• Accurately document all customer interactions, payment discussions, and outcomes in CRM and support systems
• Adhere to all regulatory, compliance, and data security requirements related to customer and financial information
• Collaborate with internal teams to resolve escalated or complex customer issues
• Continuous Improvement: Proactively identify areas for improvement, accept coaching guidance, and take ownership of personal performance

Qualifications & Requirements:

• Education: High school diploma or equivalent
• Experience: At least 1 year of experience in customer service, preferably in a fintech or financial services environment
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear and concise manner
• Problem-Solving: Strong analytical and critical thinking skills in real time, assessing customer needs to find effective solutions
• Tech-Savvy: Comfortable using customer relationship management (CRM) software, email, Microsoft suite, and other communication tools
• Positive Attitude: Maintain a positive and empathetic attitude even during challenging interactions
• Team Player: Collaborate effectively with colleagues across different departments
• Adaptability & Flexibility: Thrive in a fast-paced startup environment where priorities can shift quickly; demonstrate a willingness to wear multiple hats, take on new challenges, and continuously adapt to evolving products, processes, and business needs
• Remote Work Readiness: Ability to work independently in a fully remote environment, with a reliable high-speed internet connection and a dedicated, quiet workspace suitable for handling a high volume of calls
• Shift: Monday – Friday (11:00 AM EST – 8:00 PM EST)

About Transend

Transend is the only B2B private-label financing solution that accelerates access to working capital and gives companies the financial freedom to do more.

Founded in 2023, Transend is on a mission to create a lasting impact nationwide, helping communities thrive financially with an innovative approach to traditional financing that puts the partnership back into payments.

We strive for exceptional customer service, and that starts by hiring exceptional people to join Team Transend, giving them the tools and support they need, and then letting them do what they do best. With a fully remote team dispersed across the country, we’re committed to creating an environment and employee initiatives that reflects the dedication we have for those we serve, for our people.

Benefits include:

• Competitive salary
• Health, dental, and vision insurance
• 401(k) plans
• Generous PTO policy
• Hourly Pay Range: $20.00-$24.00

Transend Financial is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. By submitting your application, you acknowledge and agree to the company's commitment to equal employment opportunities.