Checkbook

Customer Support Representative (CSR)

Remote

Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

Candidates should have 1-3 years of experience in a customer support or customer success role, preferably in tech or FinTech. Strong communication and interpersonal skills with a customer-centric approach are essential. Familiarity with payment management tools is a plus. An entrepreneurial mindset and the ability to work effectively under pressure in a fast-paced environment are also required.

Responsibilities

The Customer Support Representative will provide prompt and effective support to customers regarding payment inquiries and issues. They will identify areas for process improvement in payment operations and collaborate with teams to implement solutions. Additionally, the CSR will help customers maximize platform benefits, gather feedback to improve usability, and contribute to support resources like FAQs.

Skills

Customer Support
Customer Success
Payment Inquiries
Troubleshooting
Process Improvement
Feedback Gathering
Attention to Detail
Analytical Skills

Checkbook

Digital payment platform for businesses

About Checkbook

Checkbook.io provides a digital payment platform that aims to replace traditional paper checks and costly online transactions. The service allows businesses to send and receive payments instantly through email or phone numbers, eliminating the need for physical checks and postage. Users can make mass payments by uploading CSV files, and the platform integrates with popular accounting software like Sage-Intacct, AccountingSeed, Quickbooks, and Moneypod. One of the key features is that recipients do not need to have a Checkbook account, which simplifies the process for everyone involved. Additionally, Checkbook.io offers live payment tracking through an integrated accounting dashboard, providing transparency and control over transactions. The company charges less than $1 per transaction, making it a more affordable option compared to its competitors. The goal of Checkbook.io is to provide businesses with an efficient and cost-effective payment solution.

San Mateo, CaliforniaHeadquarters
2015Year Founded
$21.7MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Company Equity

Risks

Emerging fintech startups pose a threat to Checkbook's market share.
Dependency on Visa's infrastructure could be risky if partnership dynamics change.
Evolving regulatory landscape may increase compliance challenges and operational costs.

Differentiation

Checkbook offers a single API for multiple payment methods, simplifying transactions.
The platform supports mass payments via CSV uploads, enhancing efficiency for businesses.
Checkbook's white-labeled functionality allows businesses to maintain brand consistency in payments.

Upsides

Checkbook's partnership with Visa enhances real-time payment capabilities for businesses.
The $10 million Series A funding supports Checkbook's expansion and operational growth.
Increased demand in sectors like rental and banking boosts Checkbook's market opportunities.

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