Customer Success Associate

📋 Description

\n
• Serve as first point of contact for customers via phone, chat, and email
\n
• Help customers navigate the application process and resolve blockers
\n
• Build expertise in the Figure ecosystem, including HELOCs and financial products
\n
• Explain complex financial concepts in a clear, customer-friendly way
\n
• Provide troubleshooting support across a range of issues
\n
• Conduct video notary sessions with professionalism and care
\n
• Complete compliance-related steps accurately and consistently
\n
• Identify trends and share ideas to improve the customer experience
\n
• Participate in training and licensing programs
\n
• Contribute to a high-performing, team-oriented environment
\n

🎯 Requirements

\n
• 1+ year in a customer-facing role
\n
• Strong verbal and written communication skills
\n
• Ability to explain complex information clearly and build trust with customers
\n
• Comfortable in a structured, fast-paced, high-volume environment
\n
• Adhere to all company security policies and data handling procedures
\n
• Complete mandatory security awareness training within required timeframes
\n
• Promptly report any suspected security incidents to the Security team
\n
• Strong attention to detail and ability to follow process accurately
\n
• Confidence learning new systems and navigating multiple technology platforms
\n
• Ability to complete required compliance training
\n
• Ability to become a licensed e-notary, including passing required background checks
\n

🎁 Benefits

\n
• Comprehensive health, vision, and dental insurance
\n
• Company HSA, FSA, Dependent Care, 401k, and commuter benefits
\n
• Employer-funded life and disability insurance
\n
• 11 observed holidays and PTO
\n
• Up to 12 weeks paid family leave
\n
• Continuing education reimbursement
\n
• Hybrid flexibility after training
\n
• New Hire and Anniversary Swag
\n
• Employee Recognition Program
\n