Client Support Specialist

Onbe; Plano (TX); Hybrid; USD 56,250 - 68,250; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) matching

Open paid time off

Generous parental leave

Job summary

Onbe, a rapidly growing FinTech, is seeking a Client Support Specialist to collaborate with the Client Support Management team to ensure client program success. This role involves fielding troubleshooting inquiries, analyzing metrics, and acting as a product expert for our clients.

This hybrid position requires onsite work in the Dallas area and occasional travel. The salary range is $56,250 to $68,250, with eligibility for bonuses and various benefits such as healthcare, 401(k) matching, and parental leave.

Qualifications

• 1-3 years of experience working in a client support and/or operations role with direct client interaction.
• Proficiency in Microsoft Excel, Word, PowerPoint, JIRA, Asana, and Dynamics CRM preferred.
• Willingness to travel for company and client-related events.

Responsibilities

• Field troubleshooting emails and calls from the client.
• Ensure first-order health for new clients.
• Analyze reports, metrics, and data to promote program success.
• Act as a product expert and client advocate.
• Prepare for Business Reviews with Client Support Managers.
• Advise on quarterly client budgeting exercises.
• Collaborate on new program integrations.
• Work on internal development projects.

Skills

Client support experience

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

JIRA

Asana

Dynamics CRM

Job description

Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!

Summary: The Client Support Specialist (CSS) collaborates with the Client Support Management team to ensure the success of our client programs! The Specialist role works closely with Client Support Managers to develop positive relationships with their clients and become product experts, trusted advisers, strategists, and problem solvers. In this highly collaborative role, the Specialist focuses on improving the overall health and satisfaction of our clients!

This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.

Responsibilities:

• Fields troubleshooting emails and calls from the client and responds to issues and
• Ensures first-order health for new clients and/or
• Pulls key reports, metrics, and data and analyzes to promote program
• Acts as a product expert and serves as an advocate for the client and
• Works with Client Support Managers to prepare for Business Reviews and client
• Demonstrates client knowledge to advise quarterly client budgeting exercises and reviews numbers monthly for variances to actual analysis.
• Collaborates on the integration of new programs for new and existing
• Works on internal development projects as assigned and proactively created from their own identified business needs.

Qualifications:

• 1-3 years of experience working in a client support and/or operations role with direct client
• Proficiency with Microsoft Excel, Word, PowerPoint, JIRA, Asana and Dynamics CRM preferred.
• Ability to travel for company and client-related

The base salary range for this position is budgeted for $56,250 to $68,250 with eligibility for an annual bonus and overtime. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of proven experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, open paid time off, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.

At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.

We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence