Remote Position

Senior Customer Intake Specialist – Data Accuracy & Client Onboarding Lead – Remote (U.S.) – brighthush

🌍 Remote · United States 💼 Full-time
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About brighthush

brighthush is a forward‑thinking fintech platform that empowers gig‑economy workers to take control of their financial futures. By combining cutting‑edge data analytics, user‑friendly software, and a deep commitment to social impact, we are redefining how drivers, riders, and other independent contractors manage income, savings, and growth opportunities. Our mission is simple yet powerful: to give every gig worker the tools they need to thrive, not just survive.

Founded on principles of transparency, equity, and community, brighthush has quickly become a trusted partner for thousands of drivers across the United States. We are proud of our culture of continuous learning, collaboration, and innovation, and we are looking for talented individuals who share our passion for making a tangible difference in people’s lives.

Role Overview

As a Senior Customer Intake Specialist at brighthush, you will be the first point of contact for new customers during the onboarding journey. Your meticulous attention to detail and exceptional communication skills will ensure that every new account is accurate, complete, and compliant with our internal standards. You will work closely with our Customer Success, Product, and Compliance teams to create a seamless, friction‑free experience for our users.

This is a full‑time, remote position (U.S. only) that requires 40–45 hours per week, typically from Thursday to Monday. While we do not sponsor visas for this role, we welcome qualified U.S. residents who are ready to make an immediate impact.

Key Responsibilities

  • Data Verification & Quality Assurance: Scrutinize new customer account information for accuracy, completeness, and consistency across all data fields.
  • Customer Communication: Engage with clients via phone, email, and messaging platforms to clarify missing or ambiguous data, ensuring a smooth onboarding experience.
  • Cross‑Functional Collaboration: Partner with the Customer Success team to resolve complex data issues and with the Product team to refine intake workflows.
  • Process Improvement: Identify recurring data gaps or system bottlenecks and propose actionable solutions to enhance the intake process.
  • Compliance & Documentation: Maintain detailed records of all customer interactions and updates, ensuring adherence to regulatory and internal policy requirements.
  • Reporting & Analytics: Generate weekly and monthly reports on intake metrics, error rates, and customer satisfaction scores.

Essential Qualifications

  • Detail‑Oriented Mindset: Demonstrated ability to spot inconsistencies and maintain high data integrity in fast‑paced environments.
  • Exceptional Communication: Polished written and verbal skills, capable of translating complex data requirements into clear, actionable guidance for customers.
  • Customer‑Service Experience: Minimum of 2 years in a customer support or call‑center role, preferably within the financial services sector.
  • Zendesk Proficiency: Hands‑on experience with Zendesk or similar ticketing systems for managing customer inquiries and workflow automation.
  • Team‑First Attitude: Strong collaboration skills, with a proven track record of working effectively in cross‑functional teams.
  • Education: Bachelor’s degree in Business, Finance, Information Systems, or a related field.
  • Professionalism: Demonstrated reliability, integrity, and a commitment to delivering high‑quality service.

Preferred Experience

  • Background in finance, accounting, or related analytical roles.
  • Experience with data validation tools or data quality frameworks.
  • Familiarity with fintech products and the gig‑economy landscape.
  • Knowledge of regulatory compliance standards such as KYC, AML, or GDPR.

Skills & Competencies

  • Strong analytical thinking and problem‑solving abilities.
  • Proficiency in Microsoft Office Suite, especially Excel (pivot tables, VLOOKUP, macros).
  • Comfortable with learning new software quickly; experience with CRM and data management platforms.
  • Time‑management skills to juggle multiple priorities and meet tight deadlines.
  • Adaptability to evolving processes and willingness to embrace change.

Career Growth & Learning Opportunities

At brighthush, we believe that your professional growth is as important as the impact you make. As a Senior Customer Intake Specialist, you will:

  • Progress into leadership roles such as Intake Manager or Customer Success Lead.
  • Participate in ongoing training programs covering data analytics, fintech regulations, and advanced customer engagement techniques.
  • Collaborate with product and engineering teams to influence the next generation of onboarding tools.
  • Earn certifications in data quality, compliance, or customer experience management.

Work Environment & Company Culture

brighthush thrives on a culture of innovation, transparency, and community impact. Our remote team enjoys:

  • Flexible work schedules that respect work‑life balance.
  • Regular virtual team‑building events and cross‑departmental hackathons.
  • A collaborative platform that encourages idea sharing and rapid iteration.
  • Access to a global network of mentors and industry experts.
  • Commitment to diversity, equity, and inclusion at every level of the organization.

Compensation & Benefits

We offer a competitive total rewards package designed to attract top talent:

  • Base Salary: $60,000 – $80,000 annually, commensurate with experience.
  • Equity: Opportunity to own a stake in brighthush’s growth.
  • Performance Bonus: Quarterly bonuses tied to individual and company metrics.
  • Health & Wellness: Comprehensive medical, dental, and vision plans.
  • Retirement Savings: 401(k) plan with company match.
  • Paid Time Off: Generous vacation, sick leave, and personal days.
  • Professional Development: Reimbursement for courses, certifications, and conferences.
  • Remote Work Perks: Home office stipend and flexible work tools.

Why Join brighthush?

When you join brighthush, you become part of a mission‑driven team that is reshaping the gig economy. You’ll work with passionate professionals who are dedicated to creating real, measurable change for millions of drivers and riders. Your contributions will directly influence the quality of our onboarding experience, the accuracy of our data, and ultimately the financial well‑being of our users.

We value curiosity, resilience, and a willingness to learn. If you are ready to bring your expertise in customer intake, data quality, and fintech to a company that rewards innovation and impact, we want to hear from you.

How to Apply

Ready to take the next step in your career? Submit your resume and a brief cover letter outlining why you’re the perfect fit for the Senior Customer Intake Specialist role at brighthush. We look forward to exploring how your skills and passions align with our mission.

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