Customer Service Agent, Dunedin NZ

  • Are you a digital native?
  • Do you want to work for a fast-growing tech startup with global customers?
  • Do you enjoy problem-solving, and helping and guiding people?

If the answers to the above are a resounding "yes", then you sound like one of us. Join us and help PocketSmith’s awesome users get control of their own finances. We're working to make PocketSmith the world’s best personal finance management tool!

We have users in 200 countries, and we help them connect to over 11,000 banks worldwide. They appreciate the extra power that PocketSmith delivers over free alternatives like

Our users are an eclectic and intelligent bunch. We love them. You’ll be helping couples, families, budgeting geeks, techs, creatives, businesspeople… the lot. They all use PocketSmith to manage their daily finances and plan for the future.

We see that every contact with a customer is an opportunity to make a positive impact on their lives. You will be helping people use the PocketSmith application, but more importantly you will also be helping them achieve their financial and life goals, and that’s pretty great.

We’re looking for someone who enjoys problem-solving, enjoys budgeting (really) and has a helpful and positive approach with other people. You’ll have a desire to learn, a sense of humour, and importantly, empathy for the needs of our customers.

You’ll live online, know how to use PocketSmith well, and can work well within a team as well as autonomously.

Please get in touch if you:

  • Have excellent written English and superb reading comprehension.
  • Is a budgeting fiend, wants to help users, comfortable with the basics of accounting.
  • Can communicate effectively via online channels like email and chat.
  • Take pride in being a quick problem-solver!
  • Love using online tools, and have a strong understanding of how they work.
  • Are up with the play on the Twitters and Facebooks.
  • Have some experience in writing for the Web.
  • Live in, or are willing to move to the beautiful city of Dunedin, NZ.

It's a big plus to us if you:

  • Geek out over a particular online activity. It could be gaming, design, web development, communities, social media, mobile, or something else. Tell us more about it! It would be great if we could incorporate what you love into your job.

The work will involve

  • Full-time or part-time, we’re just looking for the right person!
  • Join us in the office, and also have the flexibility to work remotely
  • Assisting customers with support queries - we aim to respond within 24 hours
  • Communicating mainly through email, as well as social media and Skype
  • Keeping our knowledge base and support resources up to date
  • Contributing ideas on how we can continue growing a global business from Dunedin
  • Working with the team on implementing new features to PocketSmith

How to apply

Please send us an email explaining:

  1. Who you are and why you want to work for us in customer support.
  2. A copy of your CV, please.
  3. A description of great customer service/support you received recently, and what made it great.
  4. Why we should hire you, in 20 words.

Please also attach the following writing sample:

  • Explain how PocketSmith works, in 150 words or less.

We look forward to hearing from you!

Please send your application to, and we'll pick up the conversation from there.