USA - SoFi - Mystery Shopping - Customer Retention Research

We are a strategy consulting firm in Poland, seeking reliable individuals to join us as Mystery Shoppers for projects within the financial sector in the USA. Our primary goal is to evaluate the user experience, with a focus on customer service quality for SoFi's existing customers.

Key Responsibilities:
- Map and test banking account withdrawal and retention processes
- Track 30-day notice period communications and take detailed notes
- Complete satisfaction surveys in Excel, ensuring all requested details are addressed
- Prepare essential documentation, including recordings and screenshots
- Translate key information into English, when applicable

Ideal Skills and Experience:
- Attention to detail and accuracy in data collection
- Strong communication skills for evaluating customer service quality
- Proficiency in Excel for survey completion
- Ability to prepare clear and concise documentation
- Experience in the financial sector or mystery shopping is a plus

If you're eager to make a meaningful impact by supporting financial companies and ensuring high-quality customer service, we’d love to hear from you!