Top Financial Services Customer Success & Experience Jobs in Boston, MA

The Add-On Licensed Agent will make outbound calls, receive inbound calls, assist policyholders, and manage paperwork related to insurance policies.

As an API Support Specialist, you will provide technical support for API integrations, troubleshoot issues, collaborate with internal teams, and advocate for developer needs.

As a Collections Specialist, you will manage SMB customer accounts, negotiate payment plans, achieve recovery targets, and document accounts in Salesforce CRM.

This role involves assisting members in digital personal finance through onboarding, answering inquiries, and coaching with a focus on empathy. There's potential for career advancement within the company.

As a Collections Representative, you will handle inbound and outbound calls with customers regarding overdue accounts, negotiate payment arrangements, and resolve concerns while maintaining professionalism and empathy.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.

As a Customer Support Team Member, you'll manage member inquiries through chat, handle support tickets, collaborate with teams, and ensure exceptional service while mastering Bilt's offerings.

Own and resolve complex medical billing and insurance cases end-to-end after AI handoff. Contact providers, insurers, and collections; investigate claims and benefits; advocate for users; maintain clear documentation; communicate progress; and improve playbooks while partnering with Product and Engineering.

The Senior Technical Account Manager will manage technical relationships with merchants, advise on product implementation, and resolve technical issues, ensuring success in client engagements.

The role involves providing support in commercial underwriting, participating in a development program, and collaborating with teams to analyze data and make informed decisions.