Banking Operations Specialist, Lili
$50-57.5k
+ Stock options
Banking platform for small businesses
Open for applications
Banking platform for small businesses
201-500 employees
Open for applications
$50-57.5k
+ Stock options
201-500 employees
Company mission
To make the financial aspects of business easier to manage and understand.
Role
Who you are
- 3 years experience working in a banking/payment processing-related operations role
- Experience resolving customer claims and disputes
- Fintech experience preferred
- Excellent interpersonal and written communication skills
- A strong desire to work for a fast-paced, high-growth organization
- Strong analytical, organizational, and prioritizing skills
- Advanced Microsoft Office, experience with Zendesk is a plus
- Believe in our mission to empower small businesses
- Appreciate the feedback and value honest, thoughtful critique
- Perform well in a fast-paced, startup environment
- Be a team player: team and impact come first
- Demonstrate versatility, intellectual curiosity, creativity, and analytical thinking
- Have the ability to work independently, as well as within a team on complex projects, cross-functional collaboration, and strategic decision-making
- Maintain the mindset that no job is too big or small and have the ability to do whatever it takes to get the job done well and efficiently
What the job involves
- Lili is seeking an experienced Operations Specialist to join our NYC team
- As an Operations Specialist, you will join a fast-growing team that supports all back-office functions with a concentration on account-related transactional disputes
- You will be responsible for supporting the dispute process from notification to decisioning, working with customers, the Lili customer service team and our payment processor to support this function
- You will be expected to adhere to all applicable Federal Regulations, company’s policies, and network rules while supporting this function
- This role will require the candidate to work cross-functionally with various parties, both internal and external to the company
- The Operations Specialist is an integral part of a team that is focused on assisting Lili’s customers with resolving disputes in the most efficient and timely manner
- Ownership of the full dispute case management process, from initial notification by the customer of the dispute through the investigation and resolution
- Review of outstanding claims in a timely manner to meet applicable regulations and company’s policies
- Tracking of dispute status and decisioning to support required regulatory and legal requirements
- Liaise with partners to investigate disputes, file the appropriate paperwork and work with the customer to resolve the claim
- Communicate and respond with findings and requests to customers
Our take
While competition amongst neobanks for SMBs is heating up, Lili is attempting to one-up the rest by bringing banking services, tax optimization, and accounting into one app. The company predominantly targets sole proprietors and freelancers, who are pushed for time and often lack the resources to effectively manage their financials on top of carrying out their core work.
This laser-focus on freelancers should prove to be a smart move, with the number of freelance workers on the rise. Lili has grown extraordinarily already, and secured major funding to scale its US operations. It continues to solidify its offering, with the release of new accounting capabilities and its most recent announcement of "Lili AI" that will deliver heightened efficiency and decision-making to the platform.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
12% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
May 2021
$55m
SERIES B
Oct 2020
$15m
SERIES A
Total funding: $80m
Company benefits
- Health, vision, and dental insurance
- 401(k) plan
- Stock Options
Company values
- Better together - Together we're unstoppable, and can achieve goals that we can’t achieve alone
- Always impactful - We focus on making a positive impact for our customers however we can
- Customer focused - We’re customer-obsessed and work tirelessly to provide them with superior tools and services
- Open, fair, and honest - We treat our customers, partners, and employees fairly and with honesty
Company HQ
SoHo, New York, NY
Articles
Leadership
Lilac Bar David
(CEO)Prior to co-founding Lili, was the Founder and CEO of Pepper, Israel's first mobile bank. Former EVP Of Business Development and Strategy for Leumi Card.
Liran Zelkha
(CTO)Former VP of R&D at Pepper. Previously co-founded Big Data startup ScaleBase, and was Co-CEO of Aluna, as well as CEO and CTO of tech consultancy Tona Consulting.
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