About Us:
Checkbook is a leading FinTech company revolutionizing the way businesses send and receive digital payments. Our innovative platform enables businesses to send and receive checks securely and instantly without the need for physical checks or any manual intervention. We are dedicated to providing simple, reliable, and cost-effective payment solutions to our clients.
The Role:
We're seeking a CSR (Customer Support Representative) to join our team and play a crucial role in providing exceptional service and ensure our customers feel valued and supported. This role focuses on responding to customer inquiries, troubleshooting issues, and delivering solutions that keep our clients satisfied and engaged.
You’ll work closely with customers and internal teams to resolve issues, gather feedback, and contribute to the continuous improvement of our customer experience. Your role is essential in maintaining our reputation for excellence and ensuring customers can use our payment platform with ease.
We're looking for someone with a strong attention to detail, excellent analytical skills, and a passion for delivering outstanding customer service.
Responsibilities:
Customer Support: Provide prompt and effective support to customers regarding payment-related inquiries, discrepancies, and issues, ensuring a positive customer experience at all times.
Process Improvement: Identify areas for process improvement within the payment operations workflow and collaborate with cross-functional teams to implement solutions that enhance efficiency and accuracy.
Customer Success: Help customers maximize the platform's benefits and identify opportunities to enhance their user experience.
Feedback Loop: Gather customer feedback to improve usability and contribute to support resources like FAQs and help articles.
About You:
- 1-3 years of experience in a customer support or customer success role, preferably in tech or FinTech.
- You thrive on delivering exceptional customer experiences and take pride in resolving issues efficiently and empathetically.
- You can explain complex issues in simple terms and know how to tailor your tone to different audiences.
- Entrepreneurial mindset. The desire to dive into new products and processes as we roll them out.
- Ability to work effectively under pressure and meet tight deadlines in a fast-paced environment where priorities can shift quickly.
- Strong communication and interpersonal skills, with a customer-centric approach.
- Bonus for familiarity or experience with payment management tools and software (e.g., PayPal, Stripe, Square).
Benefits & Perks
- Insurance (Medical, Dental, Vision, LTD and a variety of other programs)
- 401k
- Equity
- Catered meals (in office)
Variable Base + Bonus + Equity (based on experience)
*Equal Opportunities Employment Statement*
It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.
If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.
** To all recruitment agencies: Checkbook does not accept unsolicited agency resumes. Please do not forward resumes to Checkbook employees. Checkbook is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company **
What We Do
Accounts Payable (and Receivable, too) Made Easy!
At Checkbook, we have built a way to send and receive Digital Checks instead of dealing with paper and postage, or expensive online transactions. Digital Checks offer a clear financial and operational advantage for businesses with instant delivery, and online deposit, at a fraction of the cost of other payment options. Just $1 per transaction, regardless of the amount.
No more stuffing and stamping. Simply hit ‘Send’
Send digital checks in seconds with our seamless interface at www.checkbook.io. Simply enter the recipient’s name, email, and the amount -that’s it! The recipient will receive an email of their check that they can instantly deposit, or print if they choose. Have multiple recipients? Upload a CSV file and send mass checks easily. We’re also integrated with Quickbooks! Download the app at the Intuit Marketplace.
Easy Onboarding
The convenience of Checkbook is that recipients do not need a Checkbook account, just an email address. We take care of the rest with instant bank account verification for on-the-spot deposit -or they can print a paper check, if that’s their preference.
Live Check Tracking
No more “I never received a check.” With Checkbook’s integrated accounting dashboard, you can follow every digital check through every point of the process, from delivery and deposit to posting.
The Bottomline
Checkbook’s Digital Check technology is an end-to-end, simplified payments solution that combines both cost-savings and convenience. Get rid of check clutter and go digital today!
