Customer Support Specialist, Lendtable

Contract

Salary not provided

Junior and Mid level

Remote from US

Cash advances to benefit from 401(k) matches

Job no longer available

Cash advances to benefit from 401(k) matches

21-100 employees

FintechB2CPersonal financeLendingFinancial ServicesSocial Impact

Job no longer available

Salary not provided

Junior and Mid level

Remote from US

21-100 employees

FintechB2CPersonal financeLendingFinancial ServicesSocial Impact

Company mission

Lendtable's mission is to democratize retirement planning and wealth-building, so everyone — regardless of race, gender, and socioeconomic status — can retire.

Job

Company

Role

Who you are

2+ years of experience in customer service
Excellent verbal and written communication skills
Strong EQ
Ability to quickly assess verbal conversations for critically relevant details
Ability to balance live chat responsibilities while owning operational needs of customer accounts
Capable of taking ownership of customers' issues/accounts and driving resolutions

Desirable

Working knowledge of either Lending or Fintech industries
Previous experience in Quality Assurance
Established proficiency with Zendesk, Salesforce
Demonstrated history of ownership over customer accounts
Fluency in Spanish

What the job involves

We are looking for a 1099 contracted Customer Support Specialist who understands that truly excellent customer service is not only a market differentiator but a core part of our identity here at Lendtable
A successful candidate understands that they are the first impression our customers get of our company and appreciate the enormous gravity of that responsibility
Provide friendly, expedient and exceptional support to our customers through our live chat support line
Take direct ownership over the needs of our lifecycle customers. Contribute to our high level goals by quickly taking decisive action on customer accounts when appropriate. Move applicants through our funnel and make best efforts to ensure current customer accounts are in good standing
Create an incredible first impression of Lendtable through cultivation of a positive, compassionate attitude in your work. Proactively identify chances to go "above and beyond" to build positive rapport and deepen company relationships with our wonderful customers
Master your product knowledge using our library of educational resources
Collaborate closely and synchronously when necessary with Tier 2 Support team
Working hours Monday-Friday 9am-6pm PST

Our take

401(k) matching programs, i.e. employers matching their employees’ retirement fund contributions, are both a fantastic way to attract and keep talent, and an effective way of planning for the future. However, the system unsurprisingly favors the wealthy, who are more readily able to make larger cash contributions.

Lendtable is aiming to tackle this by offering cash advances (not loans) which employees use to full value out of their 401(k) matching plans, retirement annuity (403[b]) as well as employee stock purchase plan (ESPP). In return, the company charges a monthly subscription and a percentage of profit.

Given that around one quarter of American employees are not taking advantage, or are unable to take advantage, of their 401(k), Lendtable has considerable growth potential.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

Glassdoor (4.8)

Trustpilot (3)

Company

Funding (last 2 of 5 rounds)

Nov 2021

$18m

SERIES A

Apr 2021

$1m

SEED

Total funding: $23.2m

Company benefits

Medical, dental, and vision coverage
401(k) program
Paid time off
Lunch and dinner (and snacks galore!)
Commuter stipend
Mental health and wellness perks
Company tech, merch, and office space

Company HQ

SoMa, San Francisco, CA

Leadership

Mitchell Jones

(Co-founder)

Forbes 30 under 30. Worked in investment banking for Goldman Sachs before joining Dropbox, then Meta, as a Product Manager. Founded and was CEO of Fintech startup Parable, which served as a prelude to Lendtable.

Sheridan Clayborne

(Co-founder)

Forbes 30 under 30. Former Dropbox Machine Learning Product Manager. Founded and was CEO of social media following enhancer FollowerStack, as well as tattoo booking platform Slate Tattoo.

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