Fintech Client Support Specialist (Path to CSM)

Fintech Startup; United States; Remote; USD 42,000 - 65,000; Full time

Job summary

Fintech Startup is seeking a first-line support representative to join our growing customer success team. You will handle calls and tickets with urgency and care to ensure a seamless client experience.

You will own day-to-day client interactions, resolve basic card operations issues, and help prepare client-facing materials as the company scales.

Designed for upward mobility with a trajectory toward Customer Success Manager, with exposure to commercial cards, ACH, virtual cards, and AP automation.

Qualifications

• Calm on the phone and detail-oriented is essential.
• Team player who takes ownership and follows through on client issues.
• Eager to learn about commercial cards, payments and AP automation.

Responsibilities

• Own day-to-day client interactions and manage the inbound support line.
• Resolve basic card operations issues, escalate complex cases, and maintain accurate records.
• Assist with daily operational reports and client-facing materials.

Skills

Calm on phone

Detail-oriented

Startup mindset

Ownership

Team player

Job description

Fintech Startup is seeking a first-line support representative to join our growing customer success team. You will handle calls and tickets with urgency and care to ensure a seamless client experience.

You will own day-to-day client interactions, resolve basic card operations issues, and help prepare client-facing materials as the company scales.

Designed for upward mobility with a trajectory toward Customer Success Manager, with exposure to commercial cards, ACH, virtual cards, and AP automation.