Customer Support Specialist (FinTech) Job Description Sample Template

JOB TITLE:

  • Customer Support Specialist (FinTech)

DUTIES and RESPONSIBILITIES:

  • Provide email, web, and phone support to GCV customers and partners in a timely and accurate manner.
  • Gain a deep understanding of the Green Check products.
  • Analyze break/fix issues, as well as respond to customer questions and account-related tasks, in a timely manner.
  • Submit well-researched and well-documented bugs and feature requests appropriately.
  • Closeout and document tickets appropriately, maintaining CRM data cleanliness.
  • Escalate issues accordingly.
  • Take on special tasks as needed.

EXPERIENCE and QUALIFICATIONS:

  • Bachelor’s Degree or commensurate work experience.
  • 1-3 years or more professional experience in Customer Support/Service in software or the cannabis space.
  • Familiar with Software support, Hubspot CRM and ticketing, Jira, and other software-related tools.
  • Excellent communicator and pay close attention to detail.
  • Ability to work with minimal direction.

PHYSICAL DEMANDS:

  • While performing the duties of this position, the employee is regularly required to talk and hear via electronic devices (ie. computer, monitor, microphone, video, etc.) 
  • The employee frequently is required to use hands or fingers to operate a computer keyboard and mouse. 
  • Specific vision abilities required by this position include reading and viewing information on a computer monitor.