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Customer Success Operations

3 months ago


San Francisco, California, United States Slope Full time
About Us

Slope is bringing the B2B economy online with a category-defining modern payments platform. Powered by our clean data infrastructure, we are building one platform to seamlessly automate B2B payment workflows.

Slope has raised $187M in equity/debt to date from Sam Altman, Union Square Ventures, Y Combinator, Tiger Global, and founders of Dropbox, Doordash, Opendoor, and Plaid.

Be one of the first members of the customer success and operations team at Slope, where we are at the forefront of digitizing the B2B economy. In this role, you will play a pivotal role bridging the experience between our business customers and our products. This role is central to our underwriting process where you will be working closely with Risk and the customers to ensure a smooth experience. You'll also help evolve our automated customer support framework as we scale. We expect a collaborative approach with risk, engineering, data, and compliance. We're looking for a self-starter, who is an expert problem solver, clear and empathetic communicator, quick learner and operator, and has demonstrated success dealing with uncertainty.


Why work with us?
You will get the chance to be an early team member at a fast-growth Y-Combinator-backed startup. We truly believe that it's about slope — not where you start but how fast we and you are growing and iterating
We are growing insanely fast and are well-funded. This is a once-in-a-lifetime opportunity to join our rocketship and build from the ground up
We're a tight-knit, intense team, from which you'll learn a ton and have ownership
Work with seasoned second-time founders and operators

Responsibilities
Develop a strong understanding of the Slope product suite and value proposition.
Work as a direct line of contact to the customer, acting as support to any questions they may have on the application process and / or user journey.
Act as the voice of the customer. You will partner with Risk and Engineering to ensure the customer lifecycle and user journey is seamless.
Coordinate KYB, KYC, and financial review on business customers, which is central to our underwriting process.
Collaborate with finance and risk to ensure existing customers' dynamic credit lines are responsibly monitored and adjusted.
You will work closely with Finance and Risk on our loan servicing and payment flows.
Iterate over our systematic communications, knowledge center, and processes for our customers, based on learnings from customer interactions.

Requirements
Impeccable attention to details while effectively multi-tasking.
Deep curiosity and the ability to translate data into product-driven solutions.
Clear and thoughtful verbal and written communication skills, with strong critical thinking ability.
Demonstrated success in Biz Ops, Finance, Growth, Product, Professional Services, and/or Customer Success.
A love of being in front of and continuously learning from customers.
Being autonomous, proactive and a fast-learner (Slope ).
Enthusiastic team player with a strong work ethic. No job is too big or too small.

Bonus points
Background in lending, payments, FinTech, and/or Fin Ops.
Have worked directly with Risk, Engineering and Data Science teams.
Previous experience at a high-growth, fast-paced startup.
Entrepreneurial mindset.
Passionate about helping small businesses grow.
Proven track record of data-driven decision making and is comfortable with databases, pulling data, etc (SQL knowledge and/or experience).