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Merchant Support Specialist

Upgrade is looking for a self-motivated Merchant Support Specialist to join our dynamic team, playing a crucial role in customer support and sales assistance in a fast-paced fintech environment.

Skills

  • Experience in call center environment
  • Strong verbal and written communication skills
  • Exceptional problem-solving capabilities
  • Collaborative spirit
  • Adaptability in changing environments
  • Empathetic and patient attitude

Responsibilities

  • Make informed decisions on loan applications based on established guidelines.
  • Deliver exceptional customer service and resolve customer inquiries promptly.
  • Guide and assist merchants through the onboarding process.
  • Execute call campaigns to engage contractors and consumers.
  • Respond to customer inquiries received via email professionally.
  • Collaborate with product development and sales teams to address complex issues.
  • Seek ways to enhance customer satisfaction and support team growth.

Benefits

  • Paid time off (PTO)
  • 401K matching
  • Comprehensive benefits package: Medical, dental, vision, life insurance & disability
  • Wellness Incentive Program
  • Fully stocked kitchen with snacks and beverages
To read the complete job description, please click on the ‘Apply’ button
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CEO of Upgrade
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What You Should Know About Merchant Support Specialist, Upgrade

Are you passionate about customer service and looking to make a positive impact? Join Upgrade as a Merchant Support Specialist in Atlanta! We’re a fast-growing fintech company known for providing affordable credit, mobile banking, and payment products to everyday consumers. In this role, you’ll be the friendly voice that assists our sales team, managing high call volumes and handling inquiries from both contractors and consumers. You will help troubleshoot product issues, resolve login concerns, and provide exceptional support, all while ensuring that every customer interaction leaves a positive impression. Your attention to detail will shine as you make informed decisions on loan applications and guide merchants through our user-friendly onboarding process. Your role is vital, not just in resolving customer queries, but also in gathering valuable feedback to help improve our products. At Upgrade, we pride ourselves on our collaborative culture, and as a Merchant Support Specialist, you’ll get to work closely with various teams to escalate complex issues and contribute to our mission of making a meaningful difference in people's lives. Plus, we range as one of the best places to work in the Bay Area, with great benefits like PTO and a wellness incentive program. So, are you ready to join our team of dedicated professionals and tackle exciting challenges? We can’t wait to meet you!

Frequently Asked Questions (FAQs) for Merchant Support Specialist Role at Upgrade
What are the responsibilities of a Merchant Support Specialist at Upgrade?

As a Merchant Support Specialist at Upgrade, your key responsibilities include managing high-volume inbound and outbound calls from consumers and contractors, troubleshooting product issues, and providing step-by-step support during the onboarding process for merchants. You will also engage in proactive call campaigns and respond to inquiries via email, ensuring each customer receives top-notch service.

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What qualifications are needed for the Merchant Support Specialist role at Upgrade?

To excel as a Merchant Support Specialist at Upgrade, you should have proven experience in a call center environment, exceptional verbal and written communication skills, and strong problem-solving abilities. Adaptability, a collaborative spirit, and an empathetic attitude toward customers will also be essential qualities that align with Upgrade's culture.

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How does the Merchant Support Specialist contribute to customer satisfaction at Upgrade?

The Merchant Support Specialist plays a crucial role in enhancing customer satisfaction by promptly addressing inquiries, resolving issues, and providing support throughout the customer journey. Your ability to clearly communicate technical details and actively seek feedback will help ensure that every customer interaction is positive and leads to continual improvement in service.

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What type of work environment can one expect as a Merchant Support Specialist at Upgrade?

At Upgrade, the work environment is collaborative and inclusive. As a Merchant Support Specialist, you'll work in an open office space with dedicated team members who strive to help one another succeed. The culture emphasizes personal growth, innovation, and making a meaningful impact in people's lives.

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What benefits does Upgrade offer to its Merchant Support Specialists?

Upgrade offers a comprehensive benefits package to its Merchant Support Specialists, including paid time off (PTO), 401K matching, and medical, dental, vision, and life insurance. In addition, the company promotes health and wellness through incentive programs and maintains a fully stocked kitchen for its employees.

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Common Interview Questions for Merchant Support Specialist
Can you describe your experience handling high call volumes as a Merchant Support Specialist?

When answering this question, highlight specific situations in past roles where you successfully managed high call volumes, mentioning techniques you used to stay organized and maintain quality support. Demonstrate your ability to remain calm under pressure and showcase any metrics that illustrate your success.

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How do you handle technical issues that customers encounter?

Explain your systematic approach to resolving technical issues, showcasing your troubleshooting skills and customer service orientation. Discuss how you empathize with customers’ frustrations and keep them informed throughout the resolution process.

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What strategies do you use to ensure a positive experience for every customer interaction?

Share your key strategies, such as active listening, staying patient, and providing thorough explanations. Illustrate with anecdotes how you’ve used these approaches to enhance customer experience in previous roles.

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How do you prioritize tasks when you have multiple inquiries to handle?

Discuss your prioritization methods, such as assessing urgency and impact, and how you efficiently manage your time during peak periods. Give an example of a time when your prioritization led to successful outcomes.

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What is your approach to collaborating with sales and product teams?

Talk about your communication style, willingness to share customer feedback, and how you have successfully resolved issues by working closely with cross-functional teams in previous experiences.

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Can you give an example of when you went above and beyond for a customer?

Provide a specific scenario where you exceeded a customer’s expectations, detailing the actions you took, the challenges faced, and the positive outcome for the customer and company.

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How do you maintain a balance between speed and quality in a fast-paced environment?

Describe your ability to efficiently handle inquiries without sacrificing the quality of service. Consider providing an example where you successfully navigated a busy period while maintaining high standards.

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Why do you want to work as a Merchant Support Specialist at Upgrade?

Your answer should reflect your passion for customer service, alignment with Upgrade's mission, and excitement about contributing to a team known for innovation and integrity. Explain how your values align with the company’s culture.

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What tools or software have you used in previous customer support roles?

List any relevant customer support software you’ve used, such as CRM systems or ticketing tools, and express your willingness to learn new platforms if needed, showcasing your adaptability.

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How do you handle difficult customers or escalated issues?

Illustrate your approach to handling difficult situations with professionalism and empathy. Provide an example of an escalated issue you resolved positively, demonstrating your problem-solving skills and emotional intelligence.

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DATE POSTED
April 17, 2025

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