Client Support Specialist

FinMkt; Tulsa (OK); On-site; USD 45,000 - 60,000; Full time

Job summary

FinMkt is looking for a Client Support Specialist in Tulsa, Oklahoma. This role will be the primary contact for users navigating FinMkt’s products, ensuring a seamless client experience through effective communication and technical troubleshooting.

The ideal candidate has over 3 years of experience in support roles, excellent organization skills, and a comfort level with SaaS platforms. Responsibilities include resolving issues, onboarding clients, and documenting support interactions.

Qualifications

• 3+ years of experience in a client-facing support or operations role.
• Ability to explain technical concepts in accessible terms.
• Proven cross-functional collaboration skills.

Responsibilities

• Serve as the first point of contact for inbound support requests.
• Assist clients with onboarding tasks including account setup.
• Troubleshoot platform-level issues including integrations.

Skills

Strong written and verbal communication skills

Highly organized

Technical troubleshooting

Experience with web-based SaaS platforms

Comfortable with CRM/ticketing tools

Education

Bachelor’s degree in Business, Finance, Communications, or a related field

Tools

Jira

Intercom

Job description

FinMkt is a leading fintech SaaS company providing customized consumer financing and payment solutions primarily in the home improvement and healthcare verticals.

Job Summary

As a Client Support Specialist, you will be the primary point of contact for platform users navigating FinMkt’s products and services. You’ll handle a mix of administrative coordination and hands‑on technical troubleshooting—ensuring clients get accurate, timely, white‑glove support that keeps their sales operations running smoothly. This role is built for someone who is organized, tech‑savvy, and genuinely motivated by helping others succeed.

Key Responsibilities

Client Support & Communication

• Serve as the first point of contact for inbound support requests via email, chat, and phone, resolving issues with clarity and efficiency.
• Diagnose and resolve platform access issues, account configuration problems, and user workflow questions.
• Escalate complex technical issues to the appropriate internal team, maintaining clear communication with the client throughout the resolution process.
• Document support interactions and resolutions accurately in the ticketing system.

Administrative Support

• Assist clients with onboarding tasks including account setup, document submission, and platform orientation.
• Maintain accurate client records and support data integrity across internal systems.
• Coordinate with Account Management, Product, and Compliance teams to address client needs promptly.
• Prepare support summaries, usage reports, and client‑facing documentation as needed.

Technical Support

• Troubleshoot platform‑level issues including integrations, data discrepancies, and workflow errors.
• Guide users through technical processes with patience, using plain language appropriate to the client’s technical background.
• Contribute to the internal knowledge base by documenting recurring issues and effective resolutions.
• Identify patterns in support volume and surface product feedback to the Product team.

Qualifications

Required

• 3+ years of experience in a client‑facing support, customer success, or operations role.
• Strong written and verbal communication skills; able to explain technical concepts in accessible terms.
• Comfortable working in web‑based SaaS platforms and CRM/ticketing tools (e.g., Jira, Intercom).
• Highly organized with the ability to manage multiple open cases and prioritize effectively.
• Proven ability to work cross‑functionally and follow-through on commitments.

Preferred

• Experience supporting clients in a fintech, lending, or financial services environment.
• Home improvement or healthcare consumer financing experience is a plus.
• Familiarity with API integrations, data formatting, or basic troubleshooting workflows.
• Bachelor’s degree in Business, Finance, Communications, or a related field.