Remote Financial Technology Client Success Representative

Job is Expired
Location: Eastern Time
Compensation: To Be Discussed
Staff Reviewed: Fri, Jan 07, 2022

Job Summary

A modern end-to-end fintech platform company has a current position open for a Remote Financial Technology Client Success Representative.

Core Responsibilities Include:

  • Ensuring a positive, professional, and proactive client experience
  • Encouraging client adoption of the product through regular communication and training
  • Keeping client communications and meeting notes updated in the corporate CRM

Must meet the following requirements for consideration:

  • 2+ years in a complex and fast-paced client-focused environment where time management
  • 2+ years of client servicing
  • Strong proactive communicator
  • Highly organized and detail-oriented
  • Knowledge of commercial banking
  • Basic understanding of bank transaction activity

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