Operations Support Specialist

Transend - Operations Support Specialist (OSS) Remote

Let’s create a world where financing doesn’t hold businesses back from reaching their true potential, together.

At Transend, helping small businesses is at the heart of everything we do. It’s the driving force behind our B2B financing platform, and it’s what motivates and inspires us to push beyond the limits of what’s possible today, to create a better tomorrow.

If you’re passionate about driving real change in the world and love the startup environment where autonomy and collaboration are critical to our success, the Operations Support Specialist role could be the perfect fit for you.

About the Position:

As an Operations Support Specialist, you will play a critical role in supporting both the operational and customer-facing functions of Transend. This position is responsible for managing a variety of daily administrative and account management tasks that are essential to the efficient operation of the business. Accuracy, organization, attention to detail, and the ability to prioritize multiple responsibilities are critical to success in this role.

Administrative responsibilities will serve as the primary focus of the position and must be completed accurately and timely each day. Once daily operational tasks have been completed, you will support the Customer Service team by handling inbound and outbound customer communications, assisting customers with account-related inquiries, resolving issues, and delivering exceptional customer experience.

This is a remote position and candidates can work from anywhere in the United States.

Key Responsibilities:

Administrative & Operational Responsibilities

• Complete a variety of daily administrative and operational tasks related to customer accounts, payments, and internal business processes
• Review, update, and maintain customer records with a high degree of accuracy
• Process account-related requests, documentation, and internal workflows in accordance with company procedures
• Monitor operational queues and ensure assigned tasks are completed within required service levels
• Maintain accurate records and documentation within CRM and internal systems
• Assist with reporting, data entry, account maintenance, and other administrative projects as assigned
• Identify process improvement opportunities and escalate issues when necessary

Customer Service Responsibilities

• Manage inbound and outbound customer calls and emails after daily administrative responsibilities have been completed
• Conduct outbound customer outreach for payment reminders, account follow-ups, onboarding activities, and account-related communications
• Explain account status, payment obligations, and available resolution options clearly and professionally
• Engage customers with empathy and professionalism while working toward positive outcomes
• Accurately document all customer interactions and account updates within company systems
• Collaborate with internal teams to resolve customer concerns and escalated issues
• Meet performance expectations related to service quality, responsiveness, and customer satisfaction

Qualifications & Requirements:

• Education: High school diploma or equivalent
• Experience: At least 1 year of experience in customer service, preferably in a fintech or financial services environment
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex concepts in a clear and concise manner
• Problem-Solving: Strong analytical and critical thinking skills in real time, assessing customer needs to find effective solutions
• Technology Proficiency: Experience using HubSpot CRM, JIRA, Microsoft Excel, and loan management systems (preferably Northridge Loan System) is strongly preferred. Must be comfortable navigating multiple software platforms, maintaining accurate account records, generating reports, and managing customer information within CRM and servicing systems
• Positive Attitude: Maintain a positive and empathetic attitude even during challenging interactions
• Team Player: Collaborate effectively with colleagues across different departments
• Adaptability & Flexibility: Thrive in a fast-paced startup environment where priorities can shift quickly; demonstrate a willingness to wear multiple hats, take on new challenges, and continuously adapt to evolving products, processes, and business needs
• Remote Work Readiness: Ability to work independently in a fully remote environment, with a reliable high-speed internet connection and a dedicated, quiet workspace suitable for handling a high volume of calls
• Shift: Monday – Friday (8:00 AM EST – 5:00 PM EST)

About Transend

Transend is the only B2B private-label financing solution that accelerates access to working capital and gives companies the financial freedom to do more.

Founded in 2023, Transend is on a mission to create a lasting impact nationwide, helping communities thrive financially with an innovative approach to traditional financing that puts the partnership back into payments.

We strive for exceptional customer service, and that starts by hiring exceptional people to join Team Transend, giving them the tools and support they need, and then letting them do what they do best. With a fully remote team dispersed across the country, we’re committed to creating an environment and employee initiatives that reflects the dedication we have for those we serve, for our people.

Benefits include:

• Competitive salary
• Health, dental, and vision insurance
• 401(k) plans
• Generous PTO policy
• Hourly Pay Range: $22.00-$26.00

Transend Financial is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other legally protected status. By submitting your application, you acknowledge and agree to the company's commitment to equal employment opportunities.