Remote Client Success & Support Specialist — Canada (ESOP)

Simplyhired; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Stock options (ESOP)

Fully remote

Job summary

Peloton Technologies is a fully remote company with a Canada-based team and equipment provided. The Client Success & Support Specialist ensures clients are supported, engaged, and successful with Peloton’s products, performing reactive support, proactive client success, training, and financial operations.

Responsibilities include onboarding, account health monitoring, payment processing, reconciliation, and cross-functional collaboration to deliver an exceptional client experience.

Qualifications

• 2+ years in client success, support, or operations in fintech, SaaS, or payments.
• Strong communication, problem-solving, and organizational skills.
• Familiarity / experience with in-store POS solutions is an asset.
• Comfortable managing both client-facing interactions and financial operations.
• Experience with payment processing, reconciliation, and back-office procedures is preferred.
• Attention to detail, analytical mindset, and ability to manage multiple priorities.
• Proficient with CRM, support ticketing, and payment systems.

Responsibilities

• Client Support & Issue Resolution: receive, triage, and resolve client issues; escalate when needed; troubleshoot issues; track ticket status.
• Proactive Client Success: onboard and transition accounts, monitor health and usage, identify opportunities to deepen adoption, participate in business reviews.
• Client Advocacy & Feedback: surface issues and propose improvements; provide input on product, onboarding, and documentation.
• Training & Enablement: deliver training on features, help clients adopt self-service tools, assist with onboarding for new staff.
• Transaction Processing & Financial Operations: set up payments, process transactions, monitor returns, reconcile with Finance.
• Merchant, Web, and Technical Enablement: provide technical support, document guidance, manage merchant services setup and maintenance.
• Perform other duties as assigned.

Skills

Client success

Fintech knowledge

Communication

Problem-solving

CRM proficiency

Tools

CRM systems

Ticketing systems

Payment systems

Job description

Peloton Technologies is a fully remote company with a Canada-based team and equipment provided. The Client Success & Support Specialist ensures clients are supported, engaged, and successful with Peloton’s products, performing reactive support, proactive client success, training, and financial operations.

Responsibilities include onboarding, account health monitoring, payment processing, reconciliation, and cross-functional collaboration to deliver an exceptional client experience.