TriBeam Financial, Inc. Is Hiring A Customer Support Agent Bilingual

Customer Service Agent - Level 1 🚀 Join our support team at TriBeam Financial, Inc., where you'll play a key role in delivering exceptional customer experiences remotely.

Department: Support

Location: Remote Based in MT/PT

Role Type: Full-time position

Remote/In-Office Policy: Remote Position

About TriBeam Financial, Inc. 🌞 Empowering solar and home improvement financing through innovative technology

TriBeam Financial, Inc. is a financing technology company specializing in a point-of-sale lending platform for residential solar and home improvement loans. We are a rapidly growing team dedicated to expanding our solar loan footprint, refining consumer lending software, and establishing efficient capital partnerships. Our marketplace business model supports solar installation companies by providing tools for customer management, project logistics, and more. We focus on creating outstanding customer and partner experiences while prioritizing transparency, sustainability, and high standards for social and environmental impact.

Job Description 🤝 Providing first-level support to borrowers, installers, and partners

A Customer Support Agent at TriBeam is highly motivated to deliver Tier 1 support for our borrowers and installer partners, handling interactions across all phases of our lending platform. You will support new and existing partners and borrowers, ensuring seamless communication and issue resolution through multiple channels. Strong communication skills, attention to detail, and a proactive attitude are essential. This position reports to the Support Manager as part of our Support Team.

Duties and Responsibilities 📝 Ensuring excellent support and continuous process improvements

• Provide exceptional support: Phone, text, and email assistance troubleshooting borrower and installer issues in English & Spanish.
• Technical support: Assist customers with our platform's technology.
• Partner collaboration: Work with account managers to support program implementation for partners.
• Application liaison: Support loan origination and solar installation processes across teams.
• Content creation & training: Develop learning materials and provide ongoing training to installer partners.
• Process improvement: Participate actively in operational enhancements.
• Record maintenance: Keep accurate case records in our management system.
• Operational support: Support development and testing of new customer interfaces.

Work Hours ⏰ Rotating shifts aligned with our support hours

• Monday - Friday: 7am PST - 6pm PST
• Saturday: 7am PST - 4pm PST

Hours are subject to change based on business needs.

Required Experience & Skills 🧑‍💻 Expertise needed to succeed in this role

• 2+ years of customer or technical support experience, preferably in solar or related industries.
• Ability to work an 8-hour shift with a 1-hour lunch during support hours.
• Fluent in written and spoken English & Spanish.
• Start-up mentality; adaptable to change and open to new ideas.
• Warm, patient demeanor capable of building rapport quickly.
• Proficiency with Word, Excel, Google Docs, Sheets, Mail, and Calendar.
• Comfortable with learning new technologies.
• Strong organization, collaboration, and communication skills.
• Meticulous attention to detail.
• Deep respect for customer privacy and data protection.
• Problem-solving ability to identify and suggest solutions for process gaps.
• Flexible and positive attitude.

Education 🎓 Minimum qualifications

Bachelor’s Degree or equivalent work experience.

Interview Expectations 💻 How to prepare

• Be ready for a video interview via a computer with a high-speed internet connection.
• Keep your video on during the interview.
• Prepare to demonstrate typing, grammar, and writing skills, as some communication will be via chat.
• Test your audio and video setup prior to the interview.

Our Total Rewards 🌟

• Medical, Dental, Vision, & Disability Coverage
• Paid Time Off: vacation, sick leave, 10 company holidays, floating holidays, and personal days
• 401(k) plan with company matching contributions
• Commitment to Employee Wellness through vacation bonuses
• Annual performance-based bonuses

Anti-Scam Alert 🚨

All initial interviews are conducted via Google Meet by Rachel Schapira or Dorothy Deveaux, who will appear on video. Be cautious of any contacts claiming to be from TriBeam who do not match these profiles. TriBeam *will never* ask new hires to purchase equipment as a condition of employment.

EEO Commitment 🤝

TriBeam is an Equal Employment Opportunity (EEO) employer committed to diversity and inclusion. We provide equal employment opportunities regardless of race, color, religion, national origin, sex, age, disability, sexual orientation, gender identity, veteran status, or other protected classifications, following applicable laws.

Successful candidates must consent to a comprehensive background check as part of the hiring process.