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As a Senior Customer Contact Specialist at Upstart, you’ll be part of a multi-skilled team that supports applicants across phone, email, and other digital channels throughout the pre-origination journey. You’ll handle a wide range of regulatory, general, and complex application-related inquiries, with a primary focus on resolving escalations from our frontline vendor support team. In this role, you’ll serve as a subject matter expert on our products and procedures—answering associate questions in Slack, contributing to scripts and templates, and ensuring every interaction meets our quality, compliance, and SLA expectations.
Job Responsibility:
Respond to inbound email/phone inquiries and manage real-time chat support (in future-state implementation), providing accurate, helpful, and timely information
Take ownership of escalation calls from applicants requesting a supervisor, resolving concerns professionally while adhering to compliance and policy guidelines
Act as a subject matter expert by answering questions from our vendor support teams via slack
Support funnel conversion by proactively identifying and addressing common applicant questions or pain points
Maintain accurate notes of all applicant interactions to ensure visibility and alignment across teams
Identify opportunities to improve CX processes, documentation, or messaging based on recurring feedback or support trends
Requirements:
1–2 years of experience in customer service and/or contact center support within a financial services or fintech environment
Outstanding communication and interpersonal skills, including the ability to explain complex information clearly and professionally
Proven ability to handle sensitive or escalated customer conversations with empathy and professionalism
Comfortable navigating multiple systems and tools simultaneously (e.g., Salesforce, Vesta, telephony and chat platforms)
Demonstrated expertise in time management, effectively prioritizing and balancing competing tasks to meet tight deadlines
Impeccable judgment and acute attention to detail
ability to identify/anticipate customers’ needs and clarify information
Proven track record of excelling in a metric based environment
Nice to have:
Financial services industry experience
Familiarity with front-line customer support tools and knowledge management platforms
Comfort working in high-growth, change-oriented environments where feedback loops are fast and frequent
Previous experience providing service for multiple product lines
What we offer:
Competitive Compensation (base + bonus & equity)
Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
Employee Stock Purchase Plan (ESPP)
Life and disability insurance
Generous holiday, vacation, sick and safety leave
Supportive parental, family care, and military leave programs
Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
Catered lunches + snacks & drinks when working in offices