FinTech SaaS Client Success 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 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.