Customer Care Agent (Weekend Shift / Part Time) ID-1147

Carefull is a rapidly growing fintech company focused on protecting older adults’ money and on helping loved ones navigate the challenges of those day-to-day finances. American seniors fall victim to over $35B in frauds and scams annually, and 45 million Americans are “financial caregivers” who together spend $190B each year taking care of aging loved ones. We’re building a service to support older adults and their financial caregivers.

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We’re an experienced team of entrepreneurs and financial services experts backed by top-tier venture funds, including Fin Capital and Bessemer Venture Partners. We are looking to bring on a Customer Care agent for our consumer-facing customer support.

Our customers are financial institutions: banks and credit unions of all sizes, wealth management practices, and their clients.

What you’ll do
• Handle inbound support requests from partner staff or customers via email, phone and chat.
• Build sustainable relationships and trust with customer accounts through open and interactive communication.
• Provide accurate, valid and complete information by using the right methods/tools
• Update, revise and expand upon existing customer support documentation.
• Recommends potential products or services to management by collecting customer information and analyzing customer needs.
• Part time (Saturday/Sunday/Monday)

Who you are
• 3+ years demonstrated experience in customer service in different forms (phone, email, chat)
• Embody the Carefull product and service-first culture; you are both the critical first impression and lifeblood of the product experience
• Feel deep accountability for the consistency and overall experience of the product
• Ability to multitask, prioritize, and manage time effectively
• Excellent communication and presentation skills

About working at Carefull
• Be comfortable (or excited) working in a remote environment: we’re all over the Western hemisphere and there is no home base. Fantastic communication – written, video, phone – and reliable follow-through is critical.
• Be deeply respectful of your co-workers, all of whom come from different backgrounds, and be highly proactive in your outreach to those you know well and those you don’t.
• Be ready to tackle whatever may come your way. Agility and nimbleness are keys to success.