Client Success Partner

Fintech; Tampa (FL); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Hybrid Work

Employer Matched 401K

Company Paid Medical Insurance for you

Company Paid Dental Insurance for you

Company Paid Vision Insurance for you

Company Paid Life and AD&D Insurance

18 Paid Vacation Days a Year

Six Paid Holidays

Employee Recognition Programs

Holiday Bonus

Incentive Compensation

Community Outreach Opportunities

Business Casual Dress Code

Job summary

Fintech Tampa is seeking a Client Success Advocate to act as the trusted partner for our clients, delivering exceptional support and driving satisfaction. You will own outcomes, coordinate projects, and contribute to operational improvements across departments.

Strong problem-solving and communication skills are essential as you manage inquiries, escalate issues, and ensure timely resolutions. The role emphasizes cross-functional collaboration, SOP development, and client education, with hybrid

Qualifications

• 2+ years of experience in Client Services, Customer Success, Operations, or a related field.
• 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.

Responsibilities

• Serve as a client advocate, building strong relationships and ensuring an exceptional client experience.
• Manage client inquiries, issues, and escalations from identification through resolution.
• Analyze situations, identify root causes, and recommend effective solutions.
• Lead and support cross-functional projects, track deliverables and timelines.
• Develop and document SOPs, training materials, and reports.
• Communicate effectively with clients, leadership, and cross-functional teams.
• Support operational activities, reporting, and client education as needed.
• Engage with clients to ensure processing is aligned with project scope.

Skills

Client relationship mgmt

Problem solving

Cross-functional collab

Communication skills

Time management

Tools

Microsoft Office

Help desk systems

Job description

Fintech Tampa is seeking a Client Success Advocate to act as the trusted partner for our clients, delivering exceptional support and driving satisfaction. You will own outcomes, coordinate projects, and contribute to operational improvements across departments.

Strong problem-solving and communication skills are essential as you manage inquiries, escalate issues, and ensure timely resolutions. The role emphasizes cross-functional collaboration, SOP development, and client education, with hybrid