Client Success Advocate

Financial Information Technologies LLC; Tampa (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Fintech LLC in Tampa, FL seeks a Client Success Advocate to serve as a trusted partner to our fintech clients, delivering exceptional support, problem resolution, and cross‑functional project coordination.

The role owners client outcomes, identifies issues before they escalate, drives process improvements, and develops SOPs, training materials, and reports to strengthen the client experience and support organizational growth.

Qualifications

• 2+ years of experience in Client Services, Customer Success, Operations, or a related field.
• Strong critical thinking, problem-solving, and decision-making skills.
• Experience leading projects or coordinating cross-functional initiatives, ability to work independently
• Proven ability to take ownership of responsibilities and independently drive results.
• Excellent verbal, written, organizational, and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to quality.
• Experience with ticketing or help desk systems.
• Knowledge of Fintech products, systems, and processes.
• Project management experience or training.

Responsibilities

• Must be a proactive, solutions-oriented professional with ownership and accountability.
• Serve as a client advocate, building relationships and ensuring an exceptional client experience.
• Manage client inquiries, issues, and escalations from identification through resolution.
• Analyze complex situations, identify root causes, and recommend effective solutions.
• Lead and support cross-functional projects, coordinating stakeholders and tracking deliverables.
• Identify opportunities to improve processes, systems, and workflows.
• Facilitate meetings, trainings, and presentations for internal and external audiences.
• Develop and maintain SOPs, training materials, reports, and project documentation.
• Communicate effectively with clients, leadership, and cross-functional teams.
• Support operational activities, reporting, client education, and other initiatives.
• Plan and manage projects that impact multiple business units; work independently.
• Document project plans, assign tasks, monitor progress, and escalate as required.
• Engage with clients to ensure processing; communicate internally and externally via phone and email.
• Recommend system enhancements and process improvements with Client Services teams.
• Engage with Sales, Product, and other stakeholders to ensure alignment and communication.
• Lead additional duties including reporting, quality review, and identifying revenue opportunities.

Skills

Client success

Project coordination

Problem solving

Communication

Ownership

Multitasking

Microsoft Office

Ticketing systems

Fintech knowledge

PM experience

Tools

Ticketing systems

Microsoft Office

Job description

The Client Success Advocate serves as a trusted partner to Fintech clients, providing exceptional support, problem resolution, project coordination, and operational assistance. This role acts as the voice of the client across the organization while driving client satisfaction, process improvements, and business results. Client Success Advocates are trusted problem-solvers who owns outcomes, identifies problems before they upscale, and drives resolution independently to consistently deliver results that improve the client experience and support organizational growth.

Essential Functions/Responsibilities:

• Must be a proactive, solutions-oriented professional who demonstrates strong critical thinking, ownership, and accountability.
• Serve as a client advocate, building strong relationships and ensuring an exceptional client experience.
• Manage client inquiries, issues, and escalations from identification through resolution, maintaining ownership and accountability throughout the process.
• Analyze complex situations, identify root causes, and recommend effective solutions that balance client and business needs.
• Lead and support cross-functional projects, coordinating stakeholders, tracking deliverables, and ensuring timely completion.
• Identify opportunities to improve processes, systems, and workflows to enhance efficiency and client satisfaction.
• Facilitate meetings, trainings, and presentations for internal and external audiences.
• Develop and maintain SOPs, training materials, reports, and project documentation.
• Communicate effectively with clients, leadership, and cross-functional teams.
• Support operational activities, reporting, client education, and other initiatives as needed.
• Responsible for planning and managing projects and/or initiatives that impact multiple business units/service offerings. Ability to work independently and think outside the box.
• Develop and document project plan, assign tasks, monitor progress, and escalated to project sponsor as required.
• Responsible for engaging with clients to ensure processing (as assigned)
• Effectively communicate both internally and externally via phone and email.
• Formulate recommendations for system enhancements and process improvements to streamline and increase efficiencies (with Client Services departments) and improve the Client experience.
• Business Liaison (business readiness) engagement with Client Services, Sales, Product and other stakeholders to ensure alignment and communication
• Other duties as assigned including but not limited to leading projects, build reporting for tracking, quality review, client education, identifying and actioning potential revenue opportunities and assisting client services in overflow work.

Qualifications:

• 2+ years of experience in Client Services, Customer Success, Operations, or a related field.
• Strong critical thinking, problem-solving, and decision-making skills.
• Experience leading projects or coordinating cross-functional initiatives, ability to work independently
• Proven ability to take ownership of responsibilities and independently drive results.
• Excellent verbal, written, organizational, and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and commitment to quality.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
• Experience with ticketing or help desk systems.
• Knowledge of Fintech products, systems, and processes.
• Project management experience or training.

About Fintech:

For over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology.

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.