Email Specialist I, Online Support at Upgrade

Phoenix, Arizona, United States

Upgrade Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
FintechIndustries

Requirements

  • 1+ years experience in the banking, financial services, or a related industry
  • Account Servicing Guru; Team player
  • Attention to detail
  • Excellent verbal and written communication skills
  • Excellent grammar and punctuation
  • Ability to identify process improvements and make recommendations
  • Ability to multitask
  • Strong problem solving and analytical skills
  • Ability to thrive in a changing and fast-paced environment
  • Proficient with Excel, Word, and Outlook
  • Knowledge of Slack or other communication tools
  • Punctual and consistent attendance; available for overtime, holidays, or weekend hours as needed

Responsibilities

  • Answer emails from various departments via Zendesk
  • Provide a personalized customer experience via email
  • Be an expert on our product and processes
  • Bring a flexible mindset – adopt to changing policy and procedures on a constant basis while maintaining high quality work
  • Provide exceptional external and internal customer service with a customer experience focus mindset
  • Meet or exceed production, quality, and customer service goals
  • Perform other related duties as needed

Skills

Key technologies and capabilities for this role

ZendeskCustomer ServiceEmail SupportProduct Knowledge

Questions & Answers

Common questions about this position

What benefits does Upgrade offer?

Upgrade offers paid time off (PTO), 401K matching, a comprehensive benefits package including medical, dental, vision, life insurance, and disability, paid parking or platinum pass, and a great open office space.

Is this a remote position or does it require office work?

The role is based in a great open office space conveniently located in the heart of Downtown Phoenix close to light rail and public transportation.

What skills and experience are required for the Email Specialist role?

Required qualifications include 1+ years experience in banking, financial services, or related industry, attention to detail, excellent verbal and written communication skills, excellent grammar and punctuation, ability to multitask, strong problem solving and analytical skills, proficient with Excel, Word, and Outlook, and knowledge of Slack or other communication tools.

What is the company culture like at Upgrade?

Upgrade has a collaborative and inclusive culture, consistently recognized as one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In and the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

What makes a strong candidate for this Email Specialist position?

Strong candidates have 1+ years in banking or financial services, are team players with account servicing expertise, possess excellent communication skills and attention to detail, can multitask and thrive in a fast-paced environment, and are proficient in Excel, Word, Outlook, and Slack; nice-to-haves include a BA/BS degree, Zendesk knowledge, and chat experience.

Upgrade

Provides loans, credit cards, and rewards

About Upgrade

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

San Francisco, CaliforniaHeadquarters
2016Year Founded
$532.1MTotal Funding
SERIES_FCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Company Match
Unlimited Paid Time Off
Paid Parental Leave
Health & wellness initiatives

Risks

Expansion into auto loans increases exposure to credit risk.
Crowded BNPL market may pressure margins for Uplift acquisition.
Investment in new office space may strain resources if growth falters.

Differentiation

Upgrade offers a unique blend of credit and banking products.
The Secured OneCard targets consumers with little or no credit history.
Partnership with FairPlay enhances fairness in lending practices.

Upsides

Expansion into auto loans diversifies Upgrade's product offerings.
Acquisition of Uplift strengthens Upgrade's position in travel financing.
Partnership with Finturf enhances home improvement financing options.

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