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Fintech • Payments • Software • Financial Services
Own the end-to-end client experience for commercial card programs: onboarding, live phone support, dispute and authorization resolution, cross-team triage, QBRs, playbook development, and renewal/retention management.
Fintech • Payments • Software • Financial Services
Serve as first-line client support for commercial card and accounts payable products: answer inbound calls, handle tickets, research transactions, intake basic disputes, maintain records, escalate complex processor or compliance issues, assist with client materials, and document support workflows while learning the payments stack and growing toward a Customer Success Manager role.