Remote Part‑Time Customer Engagement Representative – Client Portfolio Management, Issue Resolution, and Growth Enablement Specialist

About brighthush

brighthush is a trailblazing fintech company that is redefining the way people interact with their finances. By combining cutting‑edge technology with a customer‑centric philosophy, we empower individuals and businesses to manage their money with confidence, transparency, and ease. Our suite of digital banking tools, investment platforms, and financial advisory services has already helped thousands of clients achieve their financial goals. As we continue to expand our reach, we’re looking for passionate, detail‑oriented professionals to join our remote team and help us deliver exceptional customer experiences.

Why Join brighthush?

At brighthush, you’ll be part of a culture that values innovation, collaboration, and continuous learning. We believe that every team member plays a vital role in shaping our future, and we provide the resources, mentorship, and autonomy you need to grow both personally and professionally. Whether you’re a seasoned customer support specialist or a recent graduate eager to learn, you’ll find a welcoming environment where your ideas are heard and your contributions make a real impact.

Role Overview

As a Remote Part‑Time Customer Engagement Representative, you will manage a dedicated portfolio of clients, ensuring that every inquiry—whether it comes via phone or email—is handled accurately, promptly, and with a focus on satisfaction. You’ll act as the bridge between our customers and the various functional teams at brighthush, translating complex product features into clear, actionable guidance. Your work will directly influence customer retention, upsell opportunities, and overall brand loyalty.

Key Responsibilities

• Client Portfolio Management: Own a set of active accounts, maintaining up‑to‑date records and ensuring that all client interactions are logged in our CRM system.
• Issue Resolution: Diagnose product or service concerns, identify root causes, and provide tailored solutions—whether that means troubleshooting a technical glitch or clarifying a billing question.
• Customer Coaching: Educate clients on brighthush’s tools, services, and new offerings, fostering deeper product adoption and satisfaction.
• Data Accuracy: Update account information, document every interaction, and maintain meticulous records to support reporting and analytics.
• Trend Analysis: Gather insights from daily conversations, identify recurring pain points, and flag opportunities for product improvement.
• Growth & Retention Support: Proactively share information about additional services that align with client needs, helping to drive upsell and cross‑sell initiatives.
• Cross‑Functional Collaboration: Partner closely with Operations, Sales, and IT to ensure seamless communication, effective follow‑up, and smooth service delivery.
• Continuous Improvement: Compile customer insights and service feedback to support ongoing process enhancements and quality initiatives.
• Team Success: Contribute to shared goals, support the Customer Engagement Supervisor, and take on additional duties as needed.
• Remote Work Excellence: Operate fully remotely, maintaining a reliable high‑speed internet connection and adhering to the scheduled hours of 11 AM to 3 PM, Monday through Friday.

Essential Qualifications

• High school diploma or equivalent; a bachelor’s degree in business administration, finance, or a related field is preferred but not mandatory.
• Strong verbal, written, and interpersonal communication skills—capable of conveying complex information in a clear, friendly manner.
• Proven problem‑solving and conflict‑resolution abilities, with a track record of turning challenging situations into positive outcomes.
• Detail‑oriented mindset combined with analytical and technical proficiency.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and comfortable with data entry tasks.
• Demonstrated ability to meet deadlines and manage multiple priorities simultaneously.
• Reliable high‑speed internet connection and a quiet workspace conducive to remote work.
• Company‑issued laptop and monitor(s) will be provided to ensure you have the right tools for success.

Preferred Qualifications

• Experience working in the financial services industry, especially in a customer‑facing capacity.
• Familiarity with CRM systems and customer support platforms.
• Knowledge of digital banking products, investment tools, or financial advisory services.
• Previous experience in a remote or hybrid work environment.

Skills & Competencies

• Customer‑Centric Mindset: Passion for delivering exceptional service and building lasting relationships.
• Communication: Clear, concise, and empathetic communication across multiple channels.
• Analytical Thinking: Ability to interpret data, spot trends, and recommend actionable improvements.
• Technical Aptitude: Comfortable navigating digital tools, troubleshooting issues, and learning new software quickly.
• Time Management: Efficiently prioritize tasks within a defined schedule.
• Team Collaboration: Willingness to work cross‑functionally and share insights with colleagues.
• Adaptability: Thrive in a fast‑moving environment and adjust to evolving priorities.

Career Growth & Learning Opportunities

At brighthush, we believe that growth is a shared journey. As a Customer Engagement Representative, you’ll have the chance to:

• Advance into senior support roles or transition into product, sales, or operations positions.
• Participate in ongoing training programs covering advanced customer service techniques, product knowledge, and industry trends.
• Engage in mentorship initiatives where experienced leaders provide guidance and career advice.
• Contribute to cross‑departmental projects that shape the future of our customer experience strategy.
• Earn certifications in customer support, CRM usage, or financial product knowledge.

Work Environment & Company Culture

brighthush is proud of its inclusive, collaborative culture that thrives on diversity of thought and background. Even though you’ll be working remotely, you’ll feel connected through:

• Weekly virtual team huddles and monthly all‑hands meetings.
• Open communication channels via Slack, Teams, and email.
• Regular feedback loops and performance reviews that focus on growth.
• Access to a digital library of resources, webinars, and industry publications.
• Annual virtual retreats and team‑building activities.

Compensation, Perks, and Benefits

While the exact hourly rate will be discussed during the interview process, you can expect competitive pay that reflects your experience and the value you bring to our customers. In addition to a fair wage, brighthush offers:

• Health, dental, and vision coverage (for eligible employees).
• Flexible paid time off and a generous holiday schedule.
• Professional development budget for courses, certifications, and conferences.
• Company‑issued laptop and monitor(s) to ensure you have the tools you need.
• Access to a remote‑friendly workspace with ergonomic equipment.
• Employee referral program with attractive bonuses.
• Regular wellness initiatives, including virtual fitness classes and mental health resources.

How to Apply

If you’re ready to join a forward‑thinking fintech company that values your expertise and offers a flexible, remote work environment, we’d love to hear from you. Click the link below to submit your application and take the first step toward an exciting career with brighthush.