Employment Type: Full-time (60+ hours/week), Independent ContractorLocation: Remote - PhilippinesSchedule: Monday to Friday, 8 AM to 8 PM Eastern Time (or similar), with some weekend coverageCompensation: $6/hrAbout the RoleWe're a U.S.-based, venture-backed financial technology startup on a mission to redefine financial access. We're seeking a highly driven Customer Success Executive to be the frontline of our customer experience-resolving issues, building trust, and driving satisfaction in a fast-paced digital environment.In this critical role, you'll manage high volumes of customer conversations across multiple platforms-including chat, email, and Instagram DMs-while also helping to build the infrastructure for a scalable, efficient support function as we grow.About youYou're a seasoned support professional with a background in banking or financial services. You bring clarity, empathy, and speed to every interaction-confidently navigating complex issues while keeping the customer at the center. You're as comfortable resolving a sensitive financial concern as you are engaging in a friendly Instagram DM.Responsibilities
Customer Support: Respond to 50-100 customer inquiries daily across Intercom (chat/email) and Instagram DMs with accuracy, care, and urgency.
Problem Solving: Resolve complex, sensitive customer issues-especially those related to banking or financial services-efficiently and professionally.
Automation & Workflows: Build and manage Intercom workflows and automations to improve speed, consistency, and satisfaction.
Process Improvement: Identify trends, report recurring issues, and proactively recommend improvements to tools, workflows, and FAQs.
Channel Management: Collaborate with marketing and CX to manage Instagram DMs as a support channel-balancing responsiveness with tone consistency and brand voice.
Data Security: Handle all financial and customer data with the highest standards of integrity, security, and confidentiality.
Team Foundation: Help establish scalable systems and documentation to support future team growth.
Requirements
5+ years in customer success, customer support, or client-facing roles in banking/finance
Excellent written English-clear, professional, and empathetic
Proven success supporting U.S.-based customers, ideally in financial services or fintech
Expertise using Intercom or similar customer engagement tools
Demonstrated ability to work independently and adapt quickly in a fast-changing environment
Bachelor's degree required; Latin honors or academic scholarships are a strong plus
High attention to detail, especially when handling sensitive customer and financial data
Bonus Points for
Experience working in early-stage or high-growth fintech startups
Advanced knowledge of Intercom automations, workflows, and reporting tools
Familiarity with handling customer interactions via social media platforms (Instagram, Twitter/X, etc.)
Benefits
Work From Home
Training & Development
Anavah Talent
Customer Support: Respond to 50-100 customer inquiries daily across Intercom (chat/email) and Instagram DMs with accuracy, care, and urgency.
Problem Solving: Resolve complex, sensitive customer issues-especially those related to banking or financial services-efficiently and professionally.
Automation & Workflows: Build and manage Intercom workflows and automations to improve speed, consistency, and satisfaction.
Process Improvement: Identify trends, report recurring issues, and proactively recommend improvements to tools, workflows, and FAQs.
Channel Management: Collaborate with marketing and CX to manage Instagram DMs as a support channel-balancing responsiveness with tone consistency and brand voice.
Data Security: Handle all financial and customer data with the highest standards of integrity, security, and confidentiality.
Team Foundation: Help establish scalable systems and documentation to support future team growth.
Requirements
5+ years in customer success, customer support, or client-facing roles in banking/finance
Excellent written English-clear, professional, and empathetic
Proven success supporting U.S.-based customers, ideally in financial services or fintech
Expertise using Intercom or similar customer engagement tools
Demonstrated ability to work independently and adapt quickly in a fast-changing environment
Bachelor's degree required; Latin honors or academic scholarships are a strong plus
High attention to detail, especially when handling sensitive customer and financial data
Bonus Points for
Experience working in early-stage or high-growth fintech startups
Advanced knowledge of Intercom automations, workflows, and reporting tools
Familiarity with handling customer interactions via social media platforms (Instagram, Twitter/X, etc.)
Benefits
Work From Home
Training & Development
Anavah Talent
Other Info
Calabarzon
US$6.00 per hour
Contract
Full-time
US$6.00 per hour
Contract
Full-time
Submit profile
Anavah Talent
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