FinTech Client Solutions Analyst

Boost Payment Solutions, Inc.; New York (NY); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

4 weeks PTO + 5 weeks after 3 years

Flexible Spending Account

Job summary

Boost Payment Solutions seeks a Client Solutions Analyst to manage a high volume of inbound client issues, triaging and resolving them across payments, funding, remittance data, and platform usage. You will document inquiries in Salesforce and drive root-cause analysis while collaborating with Operations, Sales, Compliance, Product, and Technology.

The role requires 2–4 years of relevant experience, strong communication, and the ability to thrive in a fast-paced fintech environment.

Qualifications

• 2–4 years of professional experience in an analytical, operational, or client-facing role.
• Demonstrated ability to break down ambiguous problems and identify root causes.
• Strong written and verbal communication; dependable under pressure.

Responsibilities

• Triage, categorize, and prioritize a high volume of inbound client issues; resolve across payments, funding, remittance data, account setup, and platform usage.
• Investigate root causes using internal systems and data analytics; document inquiries and resolutions in Salesforce.
• Identify recurring issues and drive process or system improvements with measurable outcomes.
• Establish and refine operational processes; support cross-training to cover for teammates.
• Provide coverage for teammates during vacations and peak periods without compromising service quality.
• Escalate and coordinate complex issues across Operations, Sales, Technology, Compliance, and Product.
• Serve as a primary contact for client inquiries via email, phone, and internal channels.

Skills

Analytical mindset

Clear communication

Organizational skills

CRM software

Education

Bachelor's degree

Tools

Salesforce

Job description

Boost Payment Solutions seeks a Client Solutions Analyst to manage a high volume of inbound client issues, triaging and resolving them across payments, funding, remittance data, and platform usage. You will document inquiries in Salesforce and drive root-cause analysis while collaborating with Operations, Sales, Compliance, Product, and Technology.

The role requires 2–4 years of relevant experience, strong communication, and the ability to thrive in a fast-paced fintech environment.