BIzX Customer Service Representative (Member Finance) Bellevue, WA · Full time

Why work with BizX? It's all about our purpose. BizX is a collaboration. We are a gathering of business owners with a common purpose – to improve the lives and businesses of the communities we serve through the power of barter. The BizX team exists to fuel that trade, enabling businesses to unlock their full potential by increasing their purchasing power, improving their cash flow, attracting new customers, and monetizing their excess capacity. Over $1 billion in member-to-member transactions have been processed on the BizX trade platform, and our community of business owners is diverse and growing every day. The heartbeat of BizX is the local business owner, but companies large and small have chosen to grow their business in our community. To learn more about BizX and how we help local businesses, visit


Join Our Team!

BizX is seeking the best! People who thrive in a culture of empowerment and thinking big. People who are results-driven, have a positive attitude, and aspire to create raving fans! People who understand that a team delivers better results collaboratively than independently.

We are looking for a highly motivated and effective Customer Service Representative to support the operations of BizX Headquarters in Bellevue.

What You’ll Do in This Role:

If you delight in providing an exceptional customer experience and advocating for your customer’s needs, this role offers a great opportunity to make a difference in your local small business community. As part of the Member Services Team, it is your responsibility to provide outstanding Member support on all levels of interaction within the BizX community, including various forms of Member communication, online support, and purchasing need. You will contribute to the corporate vision and positional needs in the following ways:

  • Deliver outstanding communication both to our members and team
  • Process transactions for members or account brokers via Freshdesk, chat or over the phone
  • Produce accurate data entry results for transactions, member demographics, account updates, and add detailed notes accordingly
  • Follow systemized standards for monthly statements and mail merges
  • Manage mail slips, recurring fees and account follow up
  • Attend to customer questions, complaints, and concerns immediately, and facilitate satisfactory resolution within our established response time frames
  • Provide outstanding team support across all industry verticals
  • Educate members how to effectively manage their accounts
  • Order, process, and review gift cards and update them accordingly
  • Support our accounting team in adjustments, accounts receivable, and reconciliation
  • Manage ordering BizX Cards for members
  • All other administrative duties as assigned


What we are looking for:

  • Communication – positive, professional, and concise in all communications
  • Creates Raving Fans – provides a superior customer service experience and successful issue resolution with every interaction. Ability to maintain effective relationships with internal and external customers for optimal retention
  • Problem Solving – proactive approach to resolving problems, while serving as a resource to the BizX Team and our members
  • Decision makingsound judgment based on research and best business practices
  • Teamwork shares information, collaborative, supports team, reliable
  • Work standardssets and maintains high performance standards with strong attention to detail and accuracy
  • Planning and organizing – effectively manages priorities, allocates resources properly, and works responsibly to achieve objectives
  • Initiative - takes action to influence events, generates ideas for improvement, and goes above and beyond what’s expected
  • Flexibility - multitask, and work collaboratively in a fast-paced team environment.
  • Integrity – demonstrate integrity in everything you do, with the team and with our customers

What You'll Bring:

  • 2+ years of equivalent customer service experience, ideally in financial service, hospitality, or business-to-business
  • Solid business communication skills
  • Post-secondary education preferred
  • Phone/Email Help desk experience is beneficial

What You'll Get:

We offer a wide variety of perks and benefits:

  • The opportunity to engage with a company committed to making a difference in our local communities
  • Generous employee stock ownership plan 
  • Premera Blue Cross Medical benefits, with 91% of employee premiums paid by the company 
  • Annual Wellness Program allotment redeemable for spa treatments, massage therapy, chiropractic treatments, dental services, and more in our member network 
  • Optional Group Dental, Vision, Life, & Accidental Death/Dismemberment plans 
  • Company-paid Short-Term and Long-Term Disability coverage 
  • 401(k) plan 
  • Paid vacation time 
  • Everyone gets their birthday off!
  • BizX dollar earning potential
  • Performance-based bonuses