Full-Time

Customer Experience Specialist

Confirmed live in the last 24 hours

Relay Financial

Relay Financial

201-500 employees

Online banking platform for small businesses

Fintech
Financial Services

Entry, Junior

Toronto, ON, Canada

Hybrid environment requiring in-office presence twice a week.

Category
Customer Experience
Customer Success & Support
Required Skills
Zendesk
Requirements
  • 1+ years of experience working in customer support or a customer-facing role
  • Clear, concise and personable communicator both verbally and written
  • Team-first mentality and willingness to share learnings and learn from team members
  • Deep empathy for customers and ability to balance being resourceful and direct
  • Fine-tuned prioritization skills
  • Ability to handle change, conflict management, and uncertainty
  • Naturally curious with a love for understanding the 'why' behind problems
  • Proactive in finding opportunities to improve processes
  • Experience working with customer support tools or ticketing systems (Zendesk or similar)
  • Prior tech start-up experience or experience in a fast-paced environment
  • Proficient in Spanish
Responsibilities
  • Engage and support customers via phone and email in an empathetic, professional and proactive manner
  • Prioritize the customer experience by building meaningful connections with customers
  • Investigate and problem-solve with team members from Engineering, Risk, Product, and beyond
  • Own and improve the public support knowledge base by creating and updating articles
  • Track data and learnings from customer interactions for product and process improvement
  • Collaborate closely with Marketing, Product, and Engineering on customer pilots and new feature launches

Relay Financial offers an online banking platform tailored for small businesses, consolidating various financial transactions like ACH transfers and payouts from services such as PayPal and Stripe into one easy-to-use interface. By partnering with Thread Bank, Relay Financial ensures secure deposits with FDIC insurance coverage up to $3,000,000 and provides competitive annual percentage yields (APYs). The platform operates on a subscription model, offering features like income tracking and automated bookkeeping, which simplifies financial management for business owners. The goal is to help small businesses optimize their financial operations and focus on growth.

Company Stage

Series B

Total Funding

$50.2M

Headquarters

Toronto, Canada

Founded

2018

Growth & Insights
Headcount

6 month growth

32%

1 year growth

64%

2 year growth

153%
Simplify Jobs

Simplify's Take

What believers are saying

  • Securing $44M CAD in Series B funding positions RelayFi for significant growth and product development, enhancing its market presence.
  • RelayFi's platform has shown impressive revenue growth, tripling in 2022 and nearly sextupling in 2023, indicating strong market demand and adoption.
  • The development of AI-powered predictive cash flow analytics could provide small businesses with advanced financial insights, further solidifying RelayFi's value proposition.

What critics are saying

  • The competitive landscape in FinTech is intense, with numerous startups and established players vying for market share, which could impact RelayFi's growth.
  • Reliance on partnerships, such as with Thread Bank, introduces dependency risks that could affect service continuity and customer trust.

What makes Relay Financial unique

  • RelayFi consolidates various financial transactions into one interface, offering a comprehensive view of cash flow, unlike traditional banks that often require multiple platforms.
  • Partnership with Thread Bank ensures FDIC insurance coverage up to $3,000,000, providing a higher level of security compared to many competitors.
  • RelayFi's focus on small businesses with features like automated bookkeeping and expense management sets it apart from general-purpose banking solutions.

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