Senior Manager, CX Operations
Relay Financial(12 days ago)
About this role
Relay is a digital banking platform that provides tools and insights for small business owners to manage their finances effectively. They are focused on delivering excellent customer service and are expanding their Customer Experience Operations team to enhance efficiency and quality.
Required Skills
- Zendesk
- Salesforce
- Workflow Design
- Data Insights
- Automation
- Customer Support
- Operational Excellence
- SQL
About Relay Financial
relayfi.comRelay Financial, often referred to simply as Relay, is a financial technology company that specializes in providing online business banking services designed to enhance cash flow management for small businesses. The platform allows users to effortlessly track their earnings, spending, and savings by offering multiple checking and savings accounts tailored to specific financial goals. Relay prioritizes transparency and ease of use, promoting features such as no hidden fees, multi-account organization, and integrations with popular accounting software. Although not an FDIC-insured bank, its banking services are supported by Thread Bank, ensuring funds are eligible for FDIC insurance coverage up to $3 million.
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