At Fundbox, we are dedicated to supporting small businesses through fast and incredibly intuitive access to working capital. With our embedded technology solutions, we’ve cultivated deep partnerships with industry-leading software to give small businesses financial agility and peace of mind. We need outstanding people to help us achieve our goals.
We are looking for a Customer Success Specialist to join our team! In this role, you’ll support multiple functions, including Customer Support, Collections, and Fraud Prevention. You will interact with customers daily to provide account assistance, resolve issues, and ensure a smooth experience with our Merchant Cash Advance (MCA) product.
At our company, we view customer service as a powerful growth and retention tool. As part of this team, you’ll have direct insight into customer needs and provide valuable feedback to help improve our product and customer-centric processes.
**Applicants must be currently authorized to work in the United States on a full-time basis without the need for employer sponsorship. Fundbox will not hire any applicants for this role who require employer sponsorship for a non-immigrant visa
Requirements
A genuine desire to help individuals and small business owners succeed.
Highly customer-centric mindset with a strong sense of empathy and problem-solving.
Strong work ethic and dependability, with a commitment to follow through on tasks.
Intuitive thinker with the ability to assess situations quickly and make informed decisions.
Experience in documenting results and ensuring follow-through on customer cases.
Excellent communication skills with an empathetic approach, balancing customer retention with financial responsibility.
Ability to learn and research independently to stay informed on industry best practices and evolving fraud tactics.
Experience as a fraud analyst or customer support professional
High attention to detail to accurately assess risk and ensure compliance.
Experience on customer-facing teams
MCA Experience is a plus
Responsibilities
Fraud Prevention & Risk Management: Analyze fraudulent activity, assist with identity verification, and support ongoing investigations.
Collections & Repayment Solutions: Engage with customers on delinquent accounts, offering repayment solutions while maintaining a positive experience.
Customer Support: Handle inbound and outbound calls, emails, and follow-ups to address inquiries related to accounts, payments, document reviews, and tech support.
Client Relationship Management: Build and maintain positive customer relationships while ensuring high satisfaction.
Product & Process Improvement: Share customer feedback to enhance our product offerings and internal processes.
Benefits
Diversity and Inclusion at Fundbox
We’re proud to be an equal-opportunity workplace as we know that diverse teams produce the best work. We’re committed to building a culture of innovation and inclusion across gender, race, age, sexual orientation, religion, disability, and identity. Here at Fundbox, we strive to uphold a system of values we call MOSAIC: Mission, Ownership, Speed, Achva (a Hebrew term meaning to help one another), Innovation, and Clarity. Embracing our diverse backgrounds and abilities allows us to harness our creativity and achieve more, together.
We offer incredible benefits including:
Competitive Compensation, including equity with Fundbox in the form of restricted stock units
Generous PTO policy to include vacation, sick time and more
Monthly lunch budget
Total wellness benefits, including individual annual budget, mental and physical health resources and more
Personal and professional development budget
Stipend to improve your home office setup
Premium coverage for health plans offered from day one (some options covered at 100% for Employees)
401k, Life insurance and disability benefits
Let’s not forget, we were recently certified by Great Place to work with an employee satisfaction rate of 94%.