Technical Services

Remote

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, B2B, SaaSIndustries

Requirements

Candidates must have at least 1 year of experience in a technical or fintech customer-support role. They should possess a customer-first instinct, critical thinking skills with good judgment, and be a self-directed learner. Fluency with support tools like Google Workspace, remote-desktop tools, and ticketing systems (Salesforce Service Cloud preferred) is essential, along with meticulous attention to detail and clear, concise communication skills. Prior experience in fintech, wholesale, or payments, familiarity with accounting software, and comfort in fast-changing startup environments are considered advantageous.

Responsibilities

The Technical Services role involves delivering white-glove support to customers via email, phone, and video, resolving their questions quickly and empathetically. Responsibilities include detecting and investigating issues using logs and queries, troubleshooting integrations by combining logs, spreadsheets, and accounting data, and filing clear bug reports to improve product quality. The individual will also own daily operations by generating reports, triaging tickets in Salesforce Service Cloud, executing scheduled tasks, and creating SOPs to document and scale processes for improved time-to-resolution.

Skills

Customer Support

Phone

Video Conferencing

Bug Reporting

Log Analysis

Troubleshooting

Wholesail

Payment platform for food industry vendors

About Wholesail

Wholesail is a payment platform that simplifies the invoicing and payment processes for vendors in the food and beverage industry, including distributors of beer, wine, and spirits, as well as service contractors. The platform allows vendors to create clear and organized invoices, making it easier for their customers to view and pay for goods and services. This enhances the efficiency of financial transactions and improves cash flow for vendors. Wholesail operates on a subscription-based model, where vendors pay a fee to access a suite of tools designed to optimize their payment processes, and may also incur transaction fees for certain payment methods. What sets Wholesail apart from its competitors is its focus on the specific needs of the food and beverage sector, providing a user-friendly solution that reduces administrative burdens for vendors, allowing them to concentrate on their core business activities.

San Francisco, CaliforniaHeadquarters

2018Year Founded

$22MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Risks

Increased competition from fintech startups may erode Wholesail's market share.

Integrated financial platforms could reduce demand for standalone solutions like Wholesail.

Data security concerns from recent breaches may affect customer trust in Wholesail.

Differentiation

Wholesail focuses on the food and beverage industry's specific invoicing needs.

The platform offers a subscription model with additional transaction fee revenue streams.

Wholesail provides a user-friendly interface for efficient invoice management and payment processing.

Upsides

AI-driven analytics can enhance vendors' payment insights and cash flow forecasting.

The rise of digital wallets offers Wholesail opportunities to expand payment methods.

Real-time payment processing can improve vendor cash flow and attract more users.

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