About Azlo

Azlo is a new fintech company that helps business owners, entrepreneurs, and freelancers pay, get paid, and manage their money. Backed by BBVA, we’re on a mission to transform small business banking. We're seeking a Customer Success Agent for our growing team.

What You'll Do

  • Be at the forefront of our support team serving as the primary contact for our customers.
  • Have a friendly, outgoing and empathetic demeanor towards our customers. Be a brand ambassador for Azlo.
  • Provide support via digital and phone channels regarding clients’ accounts, general inquiries and user complaints.
  • Manage our social media channels, engaging with customers and work in both our proactive and reactive communication.
  • Be the voice for our customers. Serve as liaison between our customers and the product and engineering teams.
  • Improve clients’ banking experience by ensuring that the clients are attended to promptly and follow through on all their challenges until they are fully resolved.
  • Perform the necessary operations activities such as opening client accounts, actively managing fraud, as needed to assist customers.
  • Build trust with our users by adhering to the regulatory, risk management, and legal obligations that come with operating in the banking industry.
  • Be able to think outside of the box, composing thoughtful, personalized responses for a variety of customer requests.

What You'll Bring

  • Experience working in customer contact centers, such as tech support, risk operations, customer success - strongly preferred.
  • Fluency in English and Spanish, both verbal and written, is preferred.
  • Experience in providing world-class customer service in a startup environment.
  • 3-5 years previous experience in customer service, account management, client-oriented or relationship management roles.
  • Experience working with Zendesk and GSuite preferred.
  • Strong organizational and analytical skills, with the ability to prioritize tasks and manage time efficiently.
  • A positive and can-do attitude. You are someone who is not afraid of challenges and a quick learner.
  • Highly patient, and willing to help others in solving problems while maintaining a positive attitude.
  • An understanding of the banking industry is strongly preferred.
  • And of course, be willing to be part of this team that wants to conquer the world!

What We Bring

  • High impact role in a rapidly growing, mission-based fintech company looking to make real change in the world.
  • A killer team with decades of experience in finance, tech, and startups.
  • The stability of being backed by a leading global bank with resources to support our growth.


  • Comprehensive and competitive benefit package, including medical, dental, vision and life insurance
  • Professional development stipend
  • 401(k) matching program
  • Paid parental leave
  • Paid holidays and 15 days of PTO
  • Weekly catered lunches
  • Office happy hours and other fun events
  • Cold Brew and Kombucha on tap
  • Fully stocked kitchen, espresso machine, and coffee service

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