Support Specialist Finance

Our mission is to become the financial and revenue operating system for primary care practices.

We help dental and veterinary clinics manage how money flows into the practice — from patient access and onboarding, to payments, memberships, financing, insurance, and reporting — in one coherent system.

Rather than treating payments, plans, and finance as separate tools, we combine them into a single operating layer that reflects how practices actually run their business.

There are three structural shifts reshaping primary care right now:

1. Patient access is moving beyond opening hours. Clinics are under pressure to be available when patients want to engage, not just when the front desk is staffed. Voice and chat interfaces are becoming the new front door to care.
2. Revenue is becoming structured, not ad-hoc. Memberships, financing, and insurance are increasingly used to smooth cashflow, improve access, and increase predictability — particularly as NHS capacity declines and private care expands.
3. Practices need better financial insight, not more software. Owners and managers want to understand whether their pricing, plans, and utilisation make economic sense — without becoming analysts or relying on opaque tools.

Today, we support over 6,000 dental practices across the UK. 100 more join our platform every month. Tabeo is the dominant market leader for patient finance and seeks to dominate membership plans next. Beyond payments, we are launching a voice/chatAI solution that complements our existing products.

Tabeo is profitable. We seek to grow revenue by 50-60% per year and exceed £25 million ARR 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.

Requirements

• 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

Benefits

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.