Member Advocate - Two Chicks With A Side Hustle

Employer: Happy Money

ABOUT THE ROLE

The Member Advocate is a vital part of our Member Experience Team and is on the front lines with our customers. Our ideal candidate has keen attention to detail, excellent time management skills, and is able to quickly adapt to new processes.

The role requires a daily mix of high-quality personal engagement with customers via inbound/outbound calls, chat, and email.

This position is 100% remote (US only)

WHAT YOU’LL DO IN THIS ROLE

Process inbound calls and emails from potential members
Conduct outbound calls to members currently in application & e-sign stages
Process incoming tickets and chats via Zendesk

Eloquently explain the value behind our products, and walk people through the application process
Provide exceptional written and verbal communication with anyone who encounters Payoff via chat, email, or phone
Support members in their journey to pay off their credit cards and manage their Payoff Loan

Evaluate the accuracy of customer-provided documents for loan applications

ABOUT YOU

2+ years experience in providing exceptional customer service
Detail-oriented and a passion for accuracy

Ability to make lasting impressions, quickly build meaningful connections with people, and a passion for delivering a high-quality customer-centric experience
Comfortable with a significant amount of your time spent engaging with customers via phone and email
You thrive in a fast-paced, high-volume environment

Ability to work effectively as part of a team and independently
Extremely comfortable with computers, and general aptitude for quickly learning new systems
Strong written and verbal communication skills

BONUS POINTS

Being naturally curious and have a genuine interest in personal finance
Appreciate a team mentality and have a desire to contribute to our mission as a company
Bachelors degree