Client Success Strategist

Fintech; Tampa (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Drug-Free Workplace

Equal Opportunity Employer

Job summary

Fintech is seeking a Client Success Advocate in Tampa, FL to serve as a trusted partner to our clients, delivering exceptional support, problem resolution, and project coordination. You will act as the voice of the client, drive satisfaction, and support growth by proposing process improvements and efficient solutions.

The role requires ownership of outcomes, strong critical thinking, and the ability to manage multiple priorities in a fast-paced fintech environment.

Qualifications

• 2+ years of experience in Client Services, Customer Success, Operations, or related field.
• Strong critical thinking, problem-solving, and decision-making skills.
• Experience leading projects or coordinating cross-functional initiatives, ability to work independently.

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.
• Lead and support cross-functional projects, coordinating stakeholders and ensuring timely completion.
• 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 initiatives as needed.

Skills

Client services

Problem solving

Project coordination

Communication

Attention to detail

Tools

MS Office

Ticketing system

Job description

Fintech is seeking a Client Success Advocate in Tampa, FL to serve as a trusted partner to our clients, delivering exceptional support, problem resolution, and project coordination. You will act as the voice of the client, drive satisfaction, and support growth by proposing process improvements and efficient solutions.

The role requires ownership of outcomes, strong critical thinking, and the ability to manage multiple priorities in a fast-paced fintech environment.