B2B Payments Client Solutions Analyst

Boost Payment Solutions; New York (NY); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Hybrid work schedule

Medical, dental, and vision coverage

Paid time off: 4 weeks to start

Pre-tax commuter benefits

Career development opportunities

Job summary

Boost Payment Solutions in New York, NY, is seeking a Client Solutions Analyst to join the Client Management team. You will own a high volume of inbound client issues, triaging, categorizing, and resolving them against clear service targets while documenting inquiries in Salesforce.

The role requires 2–4 years of analytical, operational, or client-facing experience and a Bachelor's degree. You will collaborate across Operations, Sales, Compliance, Product, and Technology to improve processes and

Qualifications

• 2–4 years of analytical, operational, or client-facing experience.
• Bachelor’s degree required.
• Experience with Salesforce or CRM systems preferred.

Responsibilities

• Own inbound client issues: triage, categorize, and prioritize a high volume of requests, then resolve them across payments, funding, remittance data, account setup, and platform usage.
• Investigate root causes using internal systems and data analytics tools for troubleshooting, and document inquiries and resolutions in Salesforce.
• Identify recurring issues and trends, and drive process or system improvements, measured against clear outcomes.
• Establish, document, and refine operational processes with a focus on continuous improvement and cross-training.
• Provide coverage for teammates during vacations and peak periods without dropping service quality.
• Escalate and coordinate more complex issues across Operations, Sales, Technology, Compliance, and Product.
• Serve as a point of contact for client inquiries via email, phone, and internal case channels.

Skills

Analytical mindset

Operational experience

Customer-facing experience

Communication skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Job description

Boost Payment Solutions in New York, NY, is seeking a Client Solutions Analyst to join the Client Management team. You will own a high volume of inbound client issues, triaging, categorizing, and resolving them against clear service targets while documenting inquiries in Salesforce.

The role requires 2–4 years of analytical, operational, or client-facing experience and a Bachelor's degree. You will collaborate across Operations, Sales, Compliance, Product, and Technology to improve processes and