Member Credit & Accounts Lead – Fintech (Remote-Ready)

Atlas; San Francisco (CA); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Full medical, dental, and vision coverage

401k Plan

Flexible Time Off

Work from Home Reimbursement

Job summary

Atlas is looking for a Credit & Accounts Lead in San Francisco to support member inquiries related to credit and accounts. This role requires 2–4 years of experience in customer service or relationship management, specifically with high-net-worth clients. You will manage communications, execute workflows, and collaborate cross-functionally. Benefits include full medical coverage, 401k plan, and flexible time off, with a salary range of $85K - $105K.

Qualifications

• 2–4+ years in customer service or relationship management.
• Experience with high-net-worth clients in financial services.
• Ability to explain complex topics clearly.

Responsibilities

• Serve as contact for credit and account inquiries.
• Manage communications via third-party platforms.
• Execute operational workflows and maintain accurate records.

Skills

Customer service experience

Relationship management

Strong communication skills

Organizational skills

Tools

Microsoft Office

Google Workspace

Slack

Zendesk

Job description

Atlas is looking for a Credit & Accounts Lead in San Francisco to support member inquiries related to credit and accounts. This role requires 2–4 years of experience in customer service or relationship management, specifically with high-net-worth clients. You will manage communications, execute workflows, and collaborate cross-functionally. Benefits include full medical coverage, 401k plan, and flexible time off, with a salary range of $85K - $105K.