Remote FinTech Client Success Specialist

Peloton Technologies, Inc.; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Stock options (ESOP)

Remote work

Benefits package

Job summary

Peloton Technologies is a fully remote company operating across Canada; the Client Success & Support Specialist will ensure clients are engaged and successful with Peloton’s payments platform. The role requires handling reactive support, proactive client success, training, and operational tasks across payments and reconciliation.

The position collaborates with the Manager and cross-functional teams to deliver an excellent client experience, monitor client health, and drive adoption while

Qualifications

• 2+ years in client success, support, or operations, ideally 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: triage, resolve, escalate when needed.
• Proactive Client Success: onboarding, health monitoring, adoption growth.
• Client Advocacy & Feedback: surface issues, suggest improvements.
• Training & Enablement: train clients on features and self-serve tools.
• Transaction Processing & Financial Ops: process payments, verify bank details.
• Merchant, Web, and Technical Enablement: setup, docs, and deployments.
• Perform other duties as assigned.

Skills

Client success

Communication

POS systems

Financial operations

Payment reconciliation

CRM & tickets

Tools

CRM software

Support ticketing

Job description

Peloton Technologies is a fully remote company operating across Canada; the Client Success & Support Specialist will ensure clients are engaged and successful with Peloton’s payments platform. The role requires handling reactive support, proactive client success, training, and operational tasks across payments and reconciliation.

The position collaborates with the Manager and cross-functional teams to deliver an excellent client experience, monitor client health, and drive adoption while