At a Glance
- Tasks: Provide top-notch support for finance queries and ensure timely ticket resolution.
- Company: Join Tabeo, the market leader in patient finance with a remote-first culture.
- Benefits: Enjoy competitive salary, health insurance, and 24 days holiday plus your birthday off.
- Other info: Work remotely from anywhere in the UK or GMT +/- 1, with great career growth.
- Why this job: Be part of an ambitious team transforming payment solutions in healthcare.
- Qualifications: 2+ years in customer support, ideally in fintech, with strong communication skills.
The predicted salary is between 30000 - 40000 £ 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:
- Many clinics now actively ‘push’ online bookings and explore the benefits to handle phone calls with AI agents 24/7.
- People pay for more and more ‘stuff’ with a subscription, from cars to music.
Today, we support over 5,000 dental practices across the UK. Tabeo is the dominant market leader for patient finance and seeks to be the same for plans in 3 years. We believe in a remote first approach to work and equip teams with perks and tools so they can thrive. 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.
Key Responsibilities:
- Meet SLA expectations consistently for low-complexity finance tickets.
- Escalate sensitive or regulatory complaints immediately.
- Write clear and concise responses for straightforward finance queries.
- Understand the difference between Prime and Near-Prime financing flows.
- Demonstrate basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard inquiries).
- Navigate internal tools confidently and follow documented processes with minimal support.
- Document all refund actions accurately to support reconciliation.
Requirements:
- 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.
- Excellent communication and writing skills.
- Highly organised, meticulous and able to work on multiple projects simultaneously.
Benefits:
- Competitive salary.
- Full kit for home office.
- Health insurance and life assurance (including dental and optical) for UK staff.
- 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.
Remote Support Specialist Finance in Paisley employer: Tabeo
Tabeo is an exceptional employer that champions a remote-first work culture, providing employees with the tools and perks necessary to thrive. With a strong focus on professional growth, we offer a generous CPD package and opportunities to collaborate during our exciting Team Weeks in vibrant locations like Athens. Join us in revolutionising patient finance for dental and veterinary clinics while enjoying competitive benefits and a supportive team environment.
