Customer Service Manager (Remote)

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Founded in 2014, Even Financial is a B2B fintech company that is transforming the way financial institutions find and connect with consumers, enabling any company to add financial products to their business. As the leading search, comparison, and recommendation engine for financial services, Even seamlessly bridges financial services providers (such as SoFi) and channel partners (such as TransUnion) via its simple yet robust API and embeddable solutions. Even turns any consumer touchpoint into a comprehensive financial services marketplace with full compliance and security at scale. Even was named one of "America's Best Startup Employers'' by Forbes for 2021 and placed in the Top 50 of the 2020 Deloitte Technology Fast 500, which recognizes the fastest growing tech companies in the world. In December 2021, Even announced it will be acquired by MoneyLion, a mobile banking and financial membership platform that empowers people to take control of their finances.


Even Financial is seeking a talented customer service manager to join its fast-growing team and help take the company to new heights. In this position, you’ll thrive in a challenging and creative environment, and grow with a strong and supportive team that is committed to excellence at every level. As a part of the Marketing & Creative Services team you'll work closely with your teammates - as well as teams across the company in Sales, Business Development, Product, Engineering, Account Management and Strategy - to a) create, execute, and nurture the overall marketing strategy, b) develop and maintain our target audiences, and 3) further build up the Even brand for sustainable growth in terms of users, revenue, and brand health indicators.

Responsibilities:

  • Serve as the first point of contact for all support communications – primarily via zendesk, email or social media – to answer questions, provide assistance, troubleshoot issues, and route product feedback appropriately.
  • Follow up on customer tickets in a timely manner, specifically with within consumer financial products and services
  • Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
  • Ability to write up macros utilizing best practice from a consumer, compliance and security perspective
  • Provide operational support to the Partner Solutions team as needed.
  • Recommend potential products or services to management by collecting customer insights and analyzing customer needs
  • Prepare product or service reports by collecting and analyzing customer information
  • Manage customer calls when required
  • Identify and assess customers' needs to achieve satisfaction
  • Build sustainable relationships of trust through open and interactive communication
  • Provide accurate, valid and complete information by using the right methods/tools
  • Follow communication procedures, guidelines and policies
  • Go the extra mile to engage and formulate personalized responses to customers

Qualifications:

  • Excellent attention to detail, and impeccable time management skills
  • Customer-facing work experience
  • Demonstrated patience and perseverance when resolving customer requests
  • An aptitude for learning and sharing knowledge with others
  • Excellent written and verbal communication skills
  • Prior experience walking customers through technical solutions through Zendesk, chat and email, preferred
  • Experience with the following platforms and technologies, helpful but not required: Zendesk, Salesforce, basic HTML, Javascript.
  • Your own talents! If you don’t meet 100% of the qualifications above, tell us in your cover letter why you’d be a fit for this role.

Even Financial is a Venture Backed (VC) early-stage fintech company founded in 2014 that is disrupting the way brands, financial services providers, and consumers transact and monetize with online financial services products in personal loans, credit cards, savings accounts, insurance and more... Learn more about us at http://www.evenfinancial.com


Full time employees are eligible for the following benefits:

Comprehensive medical/dental/vision packages + life and disability insurance

401K retirement plan

Stock options

Uncapped paid time off (PTO)

Company paid holidays + monthly personal holiday 

Membership to Udemy for 

Perks including a monthly wellbeing stipend, $200 one time WFH stipend, and 


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Location

We’re located in “Silicon Alley”, in the Flatiron/Chelsea district of NYC—a neighborhood booming with tech, great food, and dogs!

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