Customer Engagement Specialist (Los Angeles)

| Greater LA Area


Currency is dedicated to disrupting e-commerce by designing financial technology that unlocks the free flow of capital and opportunity for our customers through our revolutionary POS platform. Based on the West Coast, we are one of the fastest growing fintech firms thanks largely to our vision and our diverse, collaborative and talented teams. We are looking for motivated and passionate individuals looking to innovate and disrupt the fintech industry and have some fun doing it.

Who you are:

Do you have an innate ability to establish deep, long-term relationships based on trust, accountability, and outstanding service? Do you want to develop customized solutions to your customer’s unique challenges? If so, then we have the role for you!

 As a Customer Engagement Specialist (CES) at Currency, you help move customers from application to funding while focusing on the best solution to fit their needs. The Currency team is here to help you achieve your goals and more with extensive training, access to experienced mentors, and a proven innovative approach to bringing easy and affordable access to capital.

Experience a culture that is team oriented and transparent, where you work with a shared purpose of helping others by fulfilling Currency’s mission to bring easy and affordable access to capital to every human being on earth.


The CES will engage customers and build sustainable relationships by effectively assessing inquiries and opportunities for the customer while keeping the customer relationship at the core of every decision. The CES provides a high level of personalized service while building and maintaining sustainable relationships with our customers, which includes:

  • Being available and engaged to ensure the highest level of customer satisfaction
  • Meeting and exceeding established qualitative standards
  • Identifying customers’ needs, clarifying information, researching issues and providing solutions, status and/or alternatives

Manages inquiries and requests from customers, which includes:

  • Meeting and exceeding established individual and department quantitative targets and metrics
  • Taking advantage of upselling opportunities whenever they arise
  • Demonstrating strong customer relationship skills by cultivating, maintaining, and engaging customers throughout the customer journey; makes customers and their interests a primary focus of one’s actions
  • Desires and acquires knowledge within specialized areas to effectively understand the overall needs of the customer
  • Relishes ongoing, self-initiated learning, assimilates new information quickly, welcomes feedback and applies knowledge to practical use on the job; elements of continuous improvement and expansion of role
  • Utilize CRM software to document, manage and track client support and vehicle transactions
  • Collaborate with team members from across the organization to drive all client deliverables
  • Recommend improved processes to fulfill the goals of the Customer Engagement team


  • Coachable, dynamic individual who is always searching to improve and learn more
  • Interest in working against quotas and goals with reward incentives
  • Customer retention and revenue focus required
  • Excellent organizational skills and strong attention to detail, ability to focus on accuracy and prioritization
  • Outstanding customer service abilities to include professional phone manner
  • Excellent written and verbal communication skills - able to effectively communicate with a wide range of customer contacts and colleagues
  • High energy, as well as a pleasant and professional demeanor
  • Ability to work as part of a team while accomplishing departmental and company goals
  • Experience with Salesforce or other CRM preferred
  • Must be able to work overtime as required

Perks and Benefits:

We have created a company culture complete with:

  • Unlimited paid time off
  • Casual dress code
  • Office happy hours
  • Team sports
  • Trips to Las Vegas, Palm Springs, etc...
  • Continuous professional development
  • Competitive compensation

As a result, our employees are excited to come to work in the morning and grow personally, financially, and professionally.

Check us out on LinkedIn!

Read Full Job Description

Technology we use

  • Engineering
  • Sales & Marketing
    • C#Languages
    • JavascriptLanguages
    • ReactLibraries
    • ReduxLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • MongoDBDatabases
    • WordpressCMS
    • SageCRM
    • SalesforceCRM
    • MarketoLead Gen


We are located right in Santa Monica with access to bars, restaurants & local transit. Plus our HQ has beautiful 360° views of the beach and downtown!

An Insider's view of Currency Capital

What are some social events your company does?

There are so many opportunities to get to know the people who make Currency awesome. We do frequent happy hours, birthday celebrations in the office, and company-wide offsite retreats!


Sr. Technical Recruiter

What unique initiatives do you have that encourage innovation?

To celebrate our employee's milestones, we deliver experiential rewards that allow you to challenge your comfort zones, indulge your passions, and help you experience new things – just like we’re doing at Currency everyday. Whether you go skydiving or to the spa we hope you'll return inspired to take on new challenges with fresh perspective!


Head of People

How has your career grown since starting at the company?

Currency has offered me the extraordinary opportunity to not only build my own career, but be part of growing our company from 20 employees to 200. Starting out in recruiting, I was able to help build all of the teams here at Currency and evolved my role into a strategic Chief of Staff. I appreciate the mobility Currency has given me and others.

Jordan Weber

Chief of Staff

What are Currency Capital Perks + Benefits

Currency Capital Benefits Overview

Rewarding work and great colleagues aren't the only things that make Currency a great place to work. Our employees enjoy flexible paid vacation, competitive compensation, casual dress, office happy hours, team sports, and memorable offsite team bonding activities.

Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Retirement & Stock Options Benefits
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Acme Co. provides employees with a flexible work schedule that includes Core hours, Flexible start and end times.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Employees receive 48 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Happy Hours
Recreational Clubs
Relocation Assistance
Professional Development Benefits
Lunch and learns
Acme Co. hosts lunch and learn meetings weekly.
Promote from within
Customized development tracks
More Jobs at Currency Capital11 open jobs
All Jobs
Data + Analytics
Dev + Engineer
Project Mgmt
Los Angeles
Los Angeles
Los Angeles
Los Angeles
Los Angeles
Data + Analytics
Los Angeles
Santa Monica
Los Angeles
Los Angeles
Project Mgmt
Los Angeles