US Customer Support Specialist
DocFox is the leading provider of automated business account opening software, trusted by over 250 global clients, including banks, crypto platforms, fintechs, and credit unions. Expanding rapidly throughout the US, we are uniquely positioned to continue growing, having built a resilient business with an unparalleled team of individuals driving innovation in financial services in the world’s biggest market.
DocFox is a cloud-based SaaS application that automates the process for opening any business account, no matter how complex, across any channel. Unlike other account opening tools and loan origination systems, DocFox analyses any document for any financial institution, regardless of size. Business clients get a modern, easy-to-use tool that makes their account opening experience intuitive and quick, while internal teams at financial institutions review information submitted and analysed on a portal focused at enhancing their efficiency to get more done, more accurately.
DocFox is backed by angel investors who are active mentors and advisors in the business including the past Vice Chairman of BlackRock and past Head of Storage at Google (employee number 50), along with angel investors who backed unicorns including: ProCore, Appfolio and GoToMeeting. DocFox is headquartered in Boston, MA with regional sales representatives across the US.
DocFox is a team of curious, committed and passionate individuals who love building extraordinary things and being the best partners our clients will ever have.
The Role
The role will offer the successful candidate the unique opportunity to help banks, credit unions, and fintechs push the boundaries of innovation when onboarding their clients. In some institutions, you will help transform decades-old processes into industry-leading solutions, changing the way these communities access their products and services. On the other hand, many institutions will already be some of the world’s leading innovators and you’ll have the opportunity to help them solve problems and create new ways for clients to engage with financial institutions.
DocFox is a highly-configurable, customizable solution for financial services providers. This flexibility provides significant value to our clients as they are able to closely map DocFox to optimize their current processes, or create newly streamlined processes made possible by DocFox.
DocFox is looking for an exceptional candidate to join our US Customer Success team, who is responsible for supporting our growing client base. They would work alongside the Customer Success Managers as well as the Implementation & Integrations and Product teams.
Responsibilities:
- Engage with customers in a way that thoughtfully changes their perception of what is possible, from both a business and strategic perspective.
- Educate customers on relevant functionality and feature releases.
- Assist customers in resolving any product issues or concerns.
- Perform issue identification, communication, and resolution for moderately complex issues.
- Bring innovative approach to customer support.
- At a time prioritise for the best customer experience, while also staying keenly aware of how to drive satisfaction and retention across the entire customer base.
- Act as the initial point of contact for all system related concerns from clients or other employees.
- Attend remote meetings with clients to analyze, troubleshoot and diagnose configuration requests or problems.
- Troubleshooting software issues on various device types, explaining our software and website, escalating problems if out of your domain, and training customers on best practices with our software
Requirements:
- Hours: : 9pm to 6am (SAST) (Gradual transition over training period)
- 1-3 years’ relevant experience in a customer focused position involving technical knowledge of a company's products and services' (preferably within the SaaS industry)
- Conducive remote working environment when handling client/business calls
- Bachelor’s Degree
- Ability to communicate effectively and efficiently via phone, email and live chat.
- Ideal attributes include driven, humbly confident, excellent attention to detail and excellent time management.
- You view setbacks as learning opportunities, not failures
- You can put yourself in others’ shoes and see situations from perspectives other than your own
- Ability to adapt to an ever changing environment
- Strong intrinsic motivation to be a top performer and contribute to a team
- You love getting to know new people and helping them solve their business problems
- You spot gaps and aren't afraid to take initiative to fill them
- Forward thinking and proactive
- Goes beyond to help our clients and make people feel empowered after interacting with you
- Hardworking and dedicated
- You have the knack for learning the basics of tools you haven't used previously
- You’re naturally curious and love the art of “asking the better question” that reveals the actual need
- A genuine delight in serving customers and meeting needs