Customer Success Representative

Job Summary

Supporting a growing portfolio of clients, the full-time Customer Success Representative will manage day-to-day client interactions, handle inbound support inquiries, and assist with operational reporting in a fully remote environment.

Key responsibilities

• Support client relationships across commercial card and accounts payable products under the guidance of the Customer Success Manager
• Field questions and resolve common card operations problems through the inbound client support phone line
• Document support processes and maintain accurate client records and issue tracking across internal systems

Required qualifications

• Bachelor's degree required; focus in Business, Finance, or a related field preferred
• 4-6 years in a client-facing role within banking, fintech, or financial services
• Practical understanding of commercial card programs and accounts payable workflows
• Experience supporting clients on major processor-based card platforms
• Proficient in CRM or customer service tools, such as Zendesk