Talent.com
Tabeo
Remote Support Specialist FinanceTabeo • Wolverhampton, England
Remote Support Specialist Finance

Remote Support Specialist Finance

Tabeo • Wolverhampton, England
30+ days ago
Job type
  • Full-time
  • Remote
Job description

Our mission is to help dental and veterinary clinics make recurring payments as simple as paying by card. We want to make memberships (Plans) and patient finance seamless by ‘combining’ workflows with cards and tapping existing patient data.

There are two exciting trends affecting the primary care sector right now.

  1. We believe all businesses are becoming internet businesses. Many clinics now actively ‘push’ online bookings and explore the benefits to handle phone calls with AI agents 24/7.
  2. We believe all revenue is moving towards monthly payments. People pay for more and more ‘stuff’ with a subscription, from cars to music. Dentists and vets are well positioned to benefit due to the strong, recurring relationships with patients.

Today, we support over 5,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to be the same for plans in 3 years. This exciting new, agentic AI solution will complement our existing payment products.

Tabeo is profitable. We seek to grow revenue by 50-60% per year and top £30 million per year in 2028.

We believe in a remote first approach to work and equip teams with perks and tools so they can thrive. However, we all come together 2x per year for our amazing ‘Team Weeks’. We previously met in Dubai, Lisbon, London and Athens. Next is a surprise!

About the role:

As we are expanding rapidly and internationally, our ambition is to continue offering real-time support to all our customers. To help us in this ambitious mission, we are looking at reinforcing the Team by bringing on-board a caring, passionate and ambitious Customer Support Associate to join our Finance & Cards pod.

This role ensures timely ticket resolution, excellent customer communication, and accurate processing of refunds and finance queries. It also requires strong technical troubleshooting, ownership of core processes, and effective escalation of complex issues or recurring product bugs.

Responsibilities:

Ticket Handling & SLAs

  • Handle simple loan-related queries (e.g., loan status, repayment schedules, payment dates).
  • Triage refund requests accurately and escalate unclear or atypical cases.
  • Meet SLA expectations consistently for low-complexity finance tickets.

Customer Satisfaction & Communication

  • Reassure patients about refund timelines, progress, and next steps.
  • Communicate with empathy in decline scenarios or when delivering difficult updates.
  • Escalate sensitive or regulatory complaints immediately.
  • Write clear and concise responses for straightforward finance queries.

Product Knowledge & Tools

  • Understand the difference between Prime and Near-Prime financing flows.
  • Demonstrate basic knowledge of key finance terms (APR, repayment schedules, soft vs. hard searches).
  • Navigate internal tools confidently and follow documented processes with minimal support.

Process Ownership & Escalation

  • Track refund requests end-to-end and keep ticket notes clear and up to date.
  • Recognise when cases require FCA or compliance review and escalate promptly.
  • Document all refund actions accurately to support reconciliation.
  • Flag discrepancies when processes deviate from the documented flow.
  • 2+ years of prior experience in a customer support role, ideally at a fintech
  • Experience with HubSpot or similar CRM/ticketing systems to manage cases efficiently and maintain accurate records.
  • Comfortable handling both outbound and inbound customer calls and queries
  • Excellent communication and writing skills
  • Ability to engage with customers in any situation
  • Highly organised, meticulous and able to work on multiple projects simultaneously

Competitive salary

£2,000 per annual CPD package to be used at your discretion

Full kit for home office

Health insurance and life assurance (including dental and optical) for UK staff

Company trips

24 days holiday annually, plus a day off on your birthday

Extended parental leave

Contributing pension scheme for UK staff

We seek a fully remote candidate from the UK or anywhere GMT +/- 1.

Create a job alert for this search

Remote Support Specialist Finance • Wolverhampton, England

Similar jobs

Senior Liability Claims Specialist - Hybrid/Remote

J&T Business ConsultingBirmingham, England, GB
Remote
Full-time

J&T Business Consulting is seeking two Liability Adjuster/Senior Liability Adjuster positions within their Loss Adjusting Division, covering the South West and South East of England.Candidates must... Show more

 • Promoted

Midlands Corporate Finance Specialist

NationwideBirmingham, England, GB
Full-time

Nationwide is seeking an Associate Director to support Corporate and Leverage Finance customers across the Midlands.You will join cross‑functional deal teams to win new customers and manage risk wi... Show more

 • Promoted

Remote Vacation Planner — Booking & Support Specialist

RemotetravelcareersBirmingham, England, GB
Remote
Full-time +1

A remote travel service company based in England is seeking a Vacation Planner to assist customers with organizing vacations from start to finish.You will help with travel bookings, provide support... Show more

 • Promoted

Hybrid Strategic Credit Controller | Boost Cash Flow & Impact

Dignity GroupBirmingham, England, GB
Full-time

Dignity is seeking a proactive Credit Controller to join our Finance team in a hybrid role based in Sutton Coldfield.You will focus on reducing aged debt, improving cash collection, and building st... Show more

 • Promoted

Digital Banking Support Specialist

Goldman Sachs Group, Inc.Birmingham, England, GB
Full-time

Marcus by Goldman Sachs in Birmingham is seeking a Call Center Representative to handle inbound calls, provide product information and assist with account opening and servicing.The role focuses on ... Show more

 • Promoted

Client Administration Specialist - Financial Planning

Evelyn PartnersBirmingham, England, GB
Full-time

An established industry player in wealth management is seeking an ambitious Client Administrator to join their Birmingham team.In this role, you will provide essential administrative support to Fin... Show more

 • Promoted

Remote Travel Planning & Support Specialist

Kim Luxe TravelBirmingham, England, GB
Remote
Full-time

A travel assistance company is looking for a Work From Home Travel Support Associate to help travelers plan and prepare for their trips.In this remote position, you will offer support and guidance ... Show more

 • Promoted

Senior NetSuite Finance Systems Lead – Not-for-Profit

Michael PageBirmingham, England, GB
Full-time

Michael Page is seeking an experienced Senior Systems Accountant to lead the NetSuite financials administration, governance, and reporting enhancements for a Birmingham-based not-for-profit organis... Show more

 • Promoted

Finance Associate, Techstars Berlin Accelerator

VctavernTipton, England, GB
Full-time

Do you want to be at the cutting edge of the tech ecosystem in Berlin? Or are you aiming to found or join a technology company in the future? Do you see a future for yourself in venture capital? If... Show more

 • Promoted

Charity Finance Leader — SMT Seat (Hybrid)

Arden PersonnelAlcester, England, GB
Full-time

Arden Personnel is seeking a Head of Finance for a charity/not-for-profit, offering leadership of financial strategy and governance at board level.The role emphasises strategic partnering with the ... Show more

 • Promoted

Rent Recovery Specialist – Housing

Niyaa People LtdBirmingham, England, GB
Temporary

Niyaa People Ltd is recruiting an experienced Income Officer for an established Housing Association in Birmingham on an initial 2-month temporary contract.You will manage rent accounts, drive end-t... Show more

 • Promoted

Strategic Finance Lead, Group Clinical Support

University Hospitals Birmingham NHS Foundation TrustBirmingham, England, GB
Full-time

A leading teaching hospital trust in Birmingham is seeking a qualified Head of Finance for Group Clinical Support Services.This full-time role calls for a CCAB qualified accountant with extensive b... Show more

 • Promoted

Housing Applications Support & Optimization Specialist

James Andrews TechnologyBirmingham, England, GB
Full-time

A social housing organization in the UK seeks an Application Support Analyst to enhance its core business systems, especially its Housing Management System.The ideal candidate will provide expert s... Show more

 • Promoted

Interim FP&A & M&A Specialist — Hybrid (Birmingham)

Alexander Daniels Finance RecruitmentBirmingham, England, GB
Temporary

Alexander Daniels Finance Recruitment is seeking an interim FP&A Specialist with M&A experience for a Birmingham-based role.The assignment is initially 3 months with a high likelihood of extension,... Show more

 • Promoted

Applications Support Specialist

Culligan Shared ServicesWolverhampton, England, GB
Full-time

We're looking fora curious andproactive.Applications Support Specialist.CulliganShared Services UKIIT team.In this role, you'll support adiverse portfolio ofbusiness applications andSaaS solutions ... Show more

 • Promoted

Strategic Financial Reporting & Treasury Manager (Hybrid)

SercoBirmingham, England, GB
Full-time

VIVO, based in Birmingham, is seeking an experienced Financial Reporting Manager to join the Finance team.Reporting to the Financial Controller, you will oversee statutory accounts, treasury manage... Show more

 • Promoted

SAP Finance Specialist - Functional Delivery

ACCENTUREBirmingham, England, GB
Full-time

ACCENTURE is seeking an SAP Finance Functional Consultant to deliver high-quality functional outputs while managing defined client expectations in Birmingham, Manchester, or London.This role requir... Show more

 • Promoted

Digital Banking Support Specialist

Goldman Sachs Bank AGBirmingham, England, GB
Full-time

Goldman Sachs Bank AG in Birmingham is seeking customer service professionals to join our expanding Customer Support team.You will handle incoming calls, provide product information, assist with ac... Show more

 • Promoted

Accounts & Admin Support Specialist

The Recruitment ExpertsBirmingham, England, GB
Full-time

A recruitment agency is seeking an Accounts Assistant/Administrator to join a client’s Block Management Department in Barnt Green.The ideal candidate will have experience in accounts or administrat... Show more

 • Promoted

Associate Consultant, Insolvency Support Team

TeneoBirmingham, England, GB
Full-time

Insolvency Support Team, Financial Advisory.The nature of work is administrative and you will be involved with tasks including, but not limited to, the following:.Data entry of Creditor details ont... Show more