Full-Time

Email Specialist

Online Support

Confirmed live in the last 24 hours

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Fintech
Consumer Goods

Entry, Junior

Phoenix, AZ, USA

Located in the heart of Downtown Phoenix close to light rail and public transportation.

Category
General Marketing
Growth & Marketing
Required Skills
Zendesk
Customer Service
Requirements
  • 1+ years experience in the banking, financial services, or a related industry
  • Account Servicing Guru; Team player
  • Detailed oriented
  • Excellent verbal and written communication skills
  • Excellent grammar and punctuation
  • Ability to identify process improvements and make recommendations
  • Ability to multitask
  • Strong problem solving and analytical skills
  • Ability to thrive in a changing and fast-paced environment
  • Proficient with Excel, Word, and Outlook
  • Knowledge of Slack or other communication tools
  • Previous chat experience a plus and sincere desire to help us create a best-in-industry Customer Service team
  • BA/BS or higher in related field is a plus
  • Knowledge of Zendesk or other CRM applications is a plus
Responsibilities
  • Answer emails from various departments via Zendesk
  • Provide a personalized customer experience via email
  • Be an expert on our product and processes
  • Bring a flexible mindset – you will be required to adopt to changing policy and procedures on a constant basis while maintaining a high quality to your work
  • Provide exceptional external and internal customer service by ensuring that you have a customer experience focus mindset.
  • Meet or exceed production, quality, and customer service goals
  • Punctual and consistent attendance is required, and must be available for overtime, holidays or weekend hours as needed
  • Perform other related duties as needed

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

Company Stage

Series F

Total Funding

$532.1M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

7%

1 year growth

32%

2 year growth

52%
Simplify Jobs

Simplify's Take

What believers are saying

  • Upgrade's rapid growth and expansion into new markets, such as auto loans and home improvement financing, indicate strong business momentum and opportunities for career advancement.
  • The launch of the Secured OneCard opens up new customer segments, providing a pathway for individuals with little or no credit history to build their credit responsibly.
  • The company's significant investment in new office space in Irvine, California, reflects its commitment to scaling operations and expanding its workforce.

What critics are saying

  • The crowded fintech market means Upgrade must continuously innovate to maintain its competitive edge and customer base.
  • Expansion into new product lines, such as auto loans, carries the risk of operational challenges and potential regulatory scrutiny.

What makes Upgrade unique

  • Upgrade offers a unique combination of personal loans, credit cards, and rewards checking accounts, providing a comprehensive suite of financial products that cater to various consumer needs.
  • Their focus on affordability and flexibility, such as no prepayment penalties on loans and competitive cash back rewards, sets them apart from traditional financial institutions.
  • The partnership with FairPlay to incorporate Fairness-as-a-Service solutions enhances their commitment to fair lending practices, distinguishing them in the fintech space.

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