Job Details

Customer Success Advocate (Call Center)

  2025-12-18     Insync Staffing     Oakland,CA  
Description:

Customer Success Advocate

100% Remote | 3-Month Contract (Potential Extension)

  • Pay: $25.00–$28.00/hour, paid weekly

  • Hours: Start time 7:00 AM or 8:00 AM PST, Monday - Friday


Summary

Support Square Sellers using Square Loans by providing first-level customer support, resolving loan-related questions, and helping mitigate risk. This role delivers a high-touch, white-glove experience while identifying trends and opportunities to improve the Square Loans customer experience.

Why this role matters:

  • You are the first point of contact for Sellers, directly impacting trust, retention, and revenue.

  • Your insights help improve processes, products, and risk management for Square's financing services.


Duties

  • Resolve Seller inquiries via phone and email using a CRM tool.

  • Triage and escalate loan-related issues based on the customer's loan lifecycle.

  • Answer questions regarding loan status, documentation, and account details.

  • Meet or exceed service level agreements to ensure timely resolutions.

  • Identify and report product issues and feature gaps to cross-functional teams.

  • Analyze trends and recommend improvements to processes and policies.

  • Collaborate with internal teams to deliver accurate and efficient support.

  • Complete ongoing BSA/AML training and perform required compliance duties.

  • Work effectively in a fully remote environment using Slack and video tools.


Qualifications

  • 1+ year of experience with a financial institution or payment provider preferred.

  • Customer-facing support experience required.

  • Strong written and verbal communication skills.

  • High attention to detail with strong organizational and analytical skills.

  • Ability to adapt quickly in a fast-paced, changing environment.

  • Excellent time management and problem-solving skills.

  • Passion for helping businesses and improving customer experience.

  • Interest in feedback-driven growth and continuous improvement.

  • Bilingual Spanish is a plus.


Benefits:
Health insurance
Health savings account
Dental insurance
Vision insurance
Flexible spending accounts
Life insurance
Retirement plan

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


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