Support Agent and Customer Success Specialist
Indexed description
Responsibilities
- Act as the main point of contact for Spanish and english speaking suppliers using the financing platform (onboarding, queries, follow-up)
- Provide day-to-day support on the use of the platform: navigation, functionalities, incidents and FAQs
- Coordinate with internal technical and operations teams to resolve issues within agreed SLAs
- Support commercial teams in the roll-out of new programmes and in the management of existing portfolios
- Monitor activity and basic KPIs related to supplier usage and satisfaction
- Maintain and update user guides, FAQs and training materials for suppliers
- Assist with data checks, documentation and administrative tasks linked to programme management
- Proactively identify recurring issues and suggest improvements to processes and customer journeys
- 2+ years’ experience in customer service roles, ideally in financial services or B2B environments
- Strong service orientation and experience dealing directly with external clients or suppliers. Nice to have experience in banking, payments, trade finance or supply chain finance
- Good command of office tools (Excel, Outlook, PowerPoint) and web-based platforms; ticketing experience is a plus
- Very good English - Spanish
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