Client Success Partner (Hybrid)

Financial Information Technologies LLC; Tampa (FL); Hybride; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Employer matched 401K

Company paid medical for employee and

Dental insurance for employee

Vision insurance for employee

Long and short-term disability

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

Résumé du poste

Fintech LLC in Tampa, FL is seeking a Client Success Advocate to serve as a trusted partner for Fintech clients, delivering exceptional support, problem resolution, and operational coordination. This role acts as the client voice across the organization to drive satisfaction and growth.

The position emphasizes ownership of outcomes, proactive problem-solving, and the ability to manage multiple initiatives across departments with a hybrid work setup and comprehensive benefits.

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.

Responsabilités

• 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.
• Develop and document project plan, assign tasks, monitor progress, and escalate to project sponsor as required.
• Engage with clients to ensure processing and deliver expected outcomes.
• Effectively communicate both internally and externally via phone and email.
• Recommend system enhancements and process improvements to streamline and increase efficiencies.
• Collaborate with Client Services, Sales, Product and other stakeholders for alignment.

Connaissances

Critical thinking

Ownership

Communication

Presentation skills

Multi-tasking

Outils

MS Office

Ticketing systems

Description du poste

Fintech LLC in Tampa, FL is seeking a Client Success Advocate to serve as a trusted partner for Fintech clients, delivering exceptional support, problem resolution, and operational coordination. This role acts as the client voice across the organization to drive satisfaction and growth.

The position emphasizes ownership of outcomes, proactive problem-solving, and the ability to manage multiple initiatives across departments with a hybrid work setup and comprehensive benefits.