Senior Customer Support Associate-Phone Support

2 Months ago • 4-8 Years • Customer Service

Job Summary

Job Description

As a Senior Customer Support Associate at Bluevine, you will be an advocate for clients, resolving their questions about Bluevine's products, especially Business Checking, through various channels like calls, emails, and chats. You will efficiently address customer needs, utilize Bluevine's technology, and meet performance expectations. You'll identify and escalate risks, provide feedback on products, and contribute to a positive team culture. The role requires adaptability and involves flexible working hours to support business needs.
Must have:
  • 4-8 years of Customer Support experience
  • Experience with US Phone Support
  • Experience in US Banking
  • Proficiency in G-Suite
Good to have:
  • Experience with Salesforce
  • Experience with Slack
  • Bachelor's degree or equivalent
Perks:
  • Excellent group health coverage and life insurance
  • Stock options
  • Hybrid work model
  • Meal allowance
  • Transportation assistance
  • Generous paid time off plan, Holidays
  • Company-sponsored mental health benefits
  • Financial advisory services
  • Learning and development opportunities
  • Community-based volunteering opportunities

Job Details

About Bluevine

Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With best-in-class technology, advanced security, and a deep understanding of the small business community, we’re empowering entrepreneurs to grow with confidence.

Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, we’ve been supporting SMBs since 2013, serving over 500,000 customers nationwide and growing a dynamic global team of 500 people. Our mission? To fuel small businesses with the financial tools they need to succeed.

At Bluevine, you’ll be part of a collaborative, fast-paced team that’s reshaping the future of banking. Ready to make an impact?

 At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, In-office days will be determined by location and discipline.

ABOUT THE ROLE:

Our Customer Support team members are passionate about serving others, client-focused, and dedicated to helping small business owners succeed. As a Customer Support team member at Bluevine, you will be an advocate for our clients. In this role you will work closely with our developing support team to quickly and efficiently identify, solve, or properly direct our clients' questions and concerns.  This role will focus on resolving questions from Small Business Owners regarding our Business Checking product.

WHAT YOU'LL DO:

  • Resolve small business owners’ questions and requests regarding Bluevine’s products via multiple contact channels including inbound calls, outbound call follow-ups, emails, and/or chats
  • Ensure customer requests are resolved efficiently and effectively while addressing the customers’ stated and unstated short-term & long-term needs
  • Leverage Bluevine’s innovative technology solutions and systems to process customer’s requests
  • Meet or exceed performance expectations based on key performance indicators across  customer experience, effectiveness, efficiency, and other metrics 
  • Identify, resolve, and escalate risks and trends that may impact the customer experience
  • Represent the voice of the customer by helping to provide product and customer experience feedback along with recommended enhancements
  • Be adaptable and flexible to support business needs, including short-term scheduling adjustments 
  • Be a part of creating a fun and engaging culture
  • Flexible working hours during the night shift (Current support hours align to 8AM to 8PM US Eastern  Time Zone)

WHAT WE LOOK FOR:

  • 4-8 years of Customer Support experience including client-facing experience via multiple contact channels of phone, email, and chat
  • US Phone Support experience
  • US Banking and financial experience
  • Strong experience with G-Suite
  • Experience with Salesforce (or other email/chat tools), Slack are a huge plus
  • Preferred Bachelor’s degree or equivalent

Benefits & Perks

  • Excellent group health coverage and life insurance
  • Stock options
  • Hybrid work model
  • Meal allowance
  • Transportation assistance (terms and conditions apply)
  • Generous paid time off plan, Holidays
  • Company-sponsored mental health benefits
  • Financial advisory services for both short- and long-term goals
  • Learning and development opportunities to support career growth
  • Community-based volunteering opportunities

 

 

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About The Company

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success.

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