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