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- Tasks: Provide real-time support for finance queries and ensure timely ticket resolution.
- Company: Join Tabeo, a leading fintech transforming patient finance for dental and veterinary clinics.
- Benefits: Enjoy competitive salary, health insurance, and a £2,000 CPD package.
- Why this job: Be part of an innovative team making finance simple and impactful for patients.
- Qualifications: 2+ years in customer support, ideally in fintech, with strong communication skills.
- Other info: Work remotely with amazing company trips and 24 days holiday plus your birthday off.
The predicted salary is between 36000 - 60000 £ per year.
Our mission is to help dental and veterinary clinics make recurring payments as simple as paying by card. We want to make memberships (Plans) and patient finance seamless by ‘combining’ workflows with cards and tapping existing patient data. There are two exciting trends affecting the primary care sector right now. We believe all businesses are becoming internet businesses. Many clinics now actively ‘push’ online bookings and explore the benefits to handle phone calls with AI agents 24/7. We believe all revenue is moving towards monthly payments. People pay for more and more ‘stuff’ with a subscription, from cars to music. Dentists and vets are well positioned to benefit due to the strong, recurring relationships with patients. Today, we support over 5,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to be the same for plans in 3 years. This exciting new, agentic AI solution will complement our existing payment products. Tabeo is profitable. We seek to grow revenue by 50-60% per year and top £30 million per year in 2028. We believe in a remote first approach to work and equip teams with perks and tools so they can thrive. However, we all come together 2x per year for our amazing ‘Team Weeks’. We previously met in Dubai, Lisbon, London and Athens. Next is a surprise!
About the role
As we are expanding rapidly and internationally, our ambition is to continue offering real-time support to all our customers. To help us in this ambitious mission, we are looking at reinforcing the Team by bringing on-board a caring, passionate and ambitious Customer Support Associate to join our Finance & Cards pod. This role ensures timely ticket resolution, excellent customer communication, and accurate processing of refunds and finance queries. It also requires strong technical troubleshooting, ownership of core processes, and effective escalation of complex issues or recurring product bugs.
Responsibilities
- Ticket Handling & SLAs: Handle simple loan-related queries (e.g., loan status, repayment schedules, payment dates). Triage refund requests accurately and elevate unclear or atypical cases. Meet SLA expectations consistently for low-complexity finance tickets.
- Customer Satisfaction & Communication: Reassure patients about refund timelines, progress, and next steps. Communicate with empathy in decline scenarios or when delivering difficult updates. Escalate sensitive or regulatory complaints immediately. Write clear and concise responses for straightforward finance queries.
- Product Knowledge & Tools: Understand the difference between Prime and Near-Prime financing flows. Demonstrate basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard searches). Navigate internal tools confidently and follow documented processes with minimal support.
- Process Ownership & Escalation: Track refund requests end-to-end and keep ticket notes clear and up to date. Recognise when cases require FCA or compliance review and elevate promptly. Document all refund actions accurately to support reconciliation. Flag discrepancies when processes deviate from the documented flow.
Minimum 2+ years of prior experience in a customer support role, ideally at a fintech. Experience with HubSpot or similar CRM/ticketing systems to manage cases efficiently and maintain accurate records. Comfortable handling both outbound and inbound customer calls and queries. Excellent communication and writing skills. Ability to engage with customers in any situation. Highly organised, meticulous and able to work on multiple projects simultaneously.
Benefits
- Competitive salary.
- £2,000 per annual CPD package to be used at your discretion.
- Full kit for home office.
- Health insurance and life assurance (including dental and optical) for UK staff.
- Company trips.
- 24 days holiday annually, plus a day off on your birthday.
- Extended parental leave.
- Contributing pension scheme for UK staff.
We seek a fully remote candidate from the UK or anywhere GMT +/- 1.
Support Specialist Finance employer: Tabeo Ltd.
Contact Detail:
Tabeo Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Support Specialist Finance
✨Tip Number 1
Get to know the company inside out! Research Tabeo's mission, values, and recent developments. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with customers, it's crucial to convey empathy and clarity. Role-play common scenarios with a friend or family member to build confidence.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you successfully resolved customer issues. Be ready to share these during interviews to demonstrate your capability.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and keen on joining our awesome team at Tabeo.
We think you need these skills to ace Support Specialist Finance
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you genuinely care about helping dental and veterinary clinics simplify their payment processes. Share why this mission resonates with you.
Be Clear and Concise: We appreciate straightforward communication, so make sure your application is easy to read. Use clear language and avoid jargon unless it's relevant. Remember, we’re looking for someone who can communicate effectively with our customers!
Highlight Relevant Experience: Make sure to showcase any previous customer support experience, especially in fintech. We want to know how your background aligns with the responsibilities of the Support Specialist Finance role. Don’t forget to mention any tools like HubSpot you’ve used!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Tabeo Ltd.
✨Know Your Stuff
Make sure you understand the key finance terms mentioned in the job description, like APR and repayment schedules. Brush up on your knowledge of Prime and Near-Prime financing flows so you can confidently discuss them during the interview.
✨Show Empathy
Since the role involves communicating with customers, practice how to convey empathy, especially in difficult situations. Think of examples where you've reassured customers or handled sensitive issues, as this will demonstrate your ability to connect with clients.
✨Familiarise Yourself with Tools
Get comfortable with CRM systems like HubSpot or similar ticketing tools. If you have experience using these platforms, be ready to share specific examples of how you've used them to manage cases efficiently and maintain accurate records.
✨Prepare for Scenarios
Anticipate questions about handling low-complexity finance tickets and how you would meet SLA expectations. Prepare to discuss how you would track refund requests and escalate issues when necessary, showcasing your organisational skills and attention to detail.
