Senior Customer Contact Specialist

Upstart · Fintech · Remote · Operations

Upstart is a fintech company that uses AI to improve access to credit. This role is for a Senior Customer Contact Specialist who will support applicants through the pre-origination journey, handle escalations, and act as a subject matter expert for vendor support teams. The role involves responding to inquiries via phone, email, and chat, resolving customer concerns, and identifying opportunities to improve customer experience processes.

What you'd actually do

  1. Respond to inbound email/phone inquiries and manage real-time chat support (in future-state implementation), providing accurate, helpful, and timely information.
  2. Take ownership of escalation calls from applicants requesting a supervisor, resolving concerns professionally while adhering to compliance and policy guidelines.
  3. Act as a subject matter expert by answering questions from our vendor support teams via slack.
  4. Support funnel conversion by proactively identifying and addressing common applicant questions or pain points.
  5. Maintain accurate notes of all applicant interactions to ensure visibility and alignment across teams.

Skills

Required

  • 1–2 years of experience in customer service and/or contact center support within a financial services or fintech environment.
  • Outstanding communication and interpersonal skills, including the ability to explain complex information clearly and professionally.
  • Proven ability to handle sensitive or escalated customer conversations with empathy and professionalism.
  • Comfortable navigating multiple systems and tools simultaneously (e.g., Salesforce, Vesta, telephony and chat platforms).
  • Demonstrated expertise in time management, effectively prioritizing and balancing competing tasks to meet tight deadlines.
  • Impeccable judgment and acute attention to detail; ability to identify/anticipate customers’ needs and clarify information.
  • Proven track record of excelling in a metric based environment.

Nice to have

  • Financial services industry experience.
  • Familiarity with front-line customer support tools and knowledge management platforms.
  • Comfort working in high-growth, change-oriented environments where feedback loops are fast and frequent.
  • Previous experience providing service for multiple product lines

What the JD emphasized

  • financial services or fintech environment
  • regulatory
  • compliance and policy guidelines
  • metric based environment