FinTech Client Success Specialist (Hybrid)

Advyzon Enterprise

Kitty Hawk (NC)

Hybrid

USD 55,000 - 70,000

Full time

4 days ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Professional development
Training programs

Job summary

Advyzon Enterprise in Raleigh, NC, is seeking a Client Support Specialist to be the first point of contact for clients, delivering best‑in‑class support for our FinTech products and services. You will troubleshoot, guide users through platform features, and collaborate with product, development, and sales teams to relay client feedback for continuous improvement.

The role requires strong problem‑solving, clear communication, and a client‑first mindset, with a hybrid work setup at our North

Qualifications

  • Bachelor's degree in business, Finance, Economics, CS, or related field.
  • Experience in client support or technical support preferred, in FinTech/SaaS.
  • Familiarity with CRM and support tools and APIs is a plus.

Responsibilities

  • Serve as primary contact for clients via ticketing, phone, and live chat.
  • Troubleshoot issues and guide users through platform features.
  • Investigate and resolve product or service issues, escalate when needed.
  • Develop knowledge of the FinTech platform, including API integrations.
  • Collaborate with product, development, and sales to relay client feedback.
  • Maintain records of client interactions in CRM and ticketing systems.
  • Monitor SLAs and ensure timely resolution of tickets.

Skills

CRM experience
Problem solving
Communication skills
Technical support
FinTech knowledge
API familiarity

Education

Bachelor's degree in Business, Finance, Economics, CS, or related field

Tools

Salesforce
RedTail
HubSpot
Jira

Job description

Advyzon Enterprise in Raleigh, NC, is seeking a Client Support Specialist to be the first point of contact for clients, delivering best‑in‑class support for our FinTech products and services. You will troubleshoot, guide users through platform features, and collaborate with product, development, and sales teams to relay client feedback for continuous improvement.

The role requires strong problem‑solving, clear communication, and a client‑first mindset, with a hybrid work setup at our North

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