Full-Time

Customer Success Representative

Utah

Updated on 5/2/2024

Nav Technologies

Nav Technologies

51-200 employees

Financial health platform for small businesses

Data & Analytics
Fintech

Mid

Draper, UT, USA

Required Skills
Customer Service
Requirements
  • 2+ years of customer service experience within a call center
  • Mission-driven individual
  • Motivated self-starter
  • Active listener with empathy
  • High-energy multitasker with exceptional organizational skills
Responsibilities
  • Provide exceptional customer service to small business owners
  • Advise and assist customers in making informed decisions
  • Simplify complex processes and financial concepts
  • Identify trends from customer feedback
  • Escalate issues to leadership

Nav is a financial health platform for small businesses, utilizing real business data to provide insights into cash flow and credit, and offering suggested financing options. The platform seamlessly integrates within other software and websites, positioning itself as a leading embedded finance solution for SMBs, leveraging proprietary technology to simplify understanding of business financing options.

Company Stage

Series C

Total Funding

$436.2M

Headquarters

,

Founded

2012

Growth & Insights
Headcount

6 month growth

-12%

1 year growth

-12%

2 year growth

25%

Benefits

Company equity

Unlimited PTO

Paid parental leave

Work from anywhere

Health, dental, & vision coverage

Learning & development

Pet insurance