Customer Success Representative, Hybrid

Who we are:

Financeit is a point-of-sale financing provider serving some of the largest home improvement and retail organizations in Canada. 

Our platform helps businesses close more sales by offering customers affordable monthly payment options for their next big home improvement, vehicle or retail purchase. 

We are small enough that you can make an impact within the company and large enough to make an impact in the market.

Financeit is a company where collaboration, inclusivity, fairness, and respect aren’t just ideas that get talked about, but are part of who we are. If such a workplace intrigues you, we hope you’ll join us.

About the role:

We are looking for an enthusiastic and self-motivated Customer Success Representative to join the Financeit team. As a Customer Success Representative, you will be the go-to person to help answer questions, troubleshoot problems, and provide a great experience for our Partners and Borrowers. You’ll also oversee and coordinate loan payments.

What you’ll do:

• Provide top notch customer service by resolving Partner and Borrower inquiries via phone (inbound and outbound) and email.
• Respond to all inquiries promptly and maintain detailed notes and customer information.
• Post, reconcile, and balance daily financial transactions related to loan payments and reversals.
• Maintain strict service level agreements associated with payment processing and daily, weekly, and monthly reconciliations.
• Understand all the ins and outs of Financeit’s services and products.
• Identify opportunities to improve overall customer service experience.
• Be an internal champion and voice for our Partners/Borrowers.
• Work on other special projects to improve the customer experience.