Provide front-line, multi-channel client support and manage full lifecycle inquiries; assist onboarding and API integrations; test application/APIs, create user and API documentation, and lead process improvement and automation efforts while working cross-functionally.
Liberating Money
Client Success Analyst
Location: Remote, North America
Job Type: Full-Time
Department: Client Success
Reports To: Head of Client Success
About the Role
N3XT is a dynamic and rapidly growing fintech revolutionizing the payment space. We foster a collaborative, agile and results-oriented environment where talented individuals can make a significant impact. We are seeking a highly motivated analyst to join the Client Success team. At N3XT we are technology and AI first, and are looking to incorporate automation and quality service into our client service and support processes. This is a critical role in a growing company where contributions are felt across the organization. You will be working directly with N3XT end users, and their technology teams to onboard, implement systems and provide support services.
The ideal candidate is proactive, process oriented and has an automation first mentality. You will work closely with executive leadership, business development, engineering and infrastructure, and other internal teams to streamline all relevant workflows, resolve issues, and contribute to a positive and productive client experience.
- Front line support for the N3XT client base - Multi-channel support (email, chat, via Intercom)
- Contribute to the full lifecycle of client support inquiries - These can be product questions, system issues, onboarding inquiries, payment issues, etc.
- Work directly with other N3XT teams - Compliance, Bank Operations, Business Development, Engineering and Infrastructure as a means to fully supporting the client base
- Assist in the client onboarding process - Work with internal teams to further define and streamline onboarding processes across new and existing client segments
- Support client and vendor integration efforts using API technologies, working directly with software engineers and technical teams. This includes maintaining the client integration process - Testing tools and strategies, certification workflows and processes through go live and BAU
- Identify application issues that lead to user problems through periodic testing of new and existing versions of the N3XT application and APIs - Work directly with Engineering teams to assist in debugging
- Assist in the creation and maintenance of public documentation - FAQs, User Guides, API Documentation
- Support efforts in overall process improvement and automation
Qualifications and Requirements
- Bachelor’s degree or 1-3 years of experience working in a customer support, integration or onboarding role
- Previous experience working in banking, financial services or fintech is a plus
- Previous experience working with Intercom is a plus
- Previous experience working with KYC/Onboarding systems and processes is a plus
- Experience working with, or knowledge of, APIs is a plus
- Experience working with AI tools to solve technical problems is a plus
- Basic scripting and/or query experience is a plus
- Strong desire to continuously improve on, and automate, manual and repetitive tasks
- Entrepreneurial in nature - A desire to take pride in high value work while largely working independently is strongly preferred
- Previous startup experience is a plus
Why Join Us?
- Be part of a fast-growing, mission-driven company in the fintech space
- Opportunity to add significant value to the N3XT efforts
- Work with a diverse, global team in a hybrid-friendly environment
- Competitive salary, benefits, and professional development support
Similar Jobs
Big Data • Software
As a Customer Success Operations Analyst, you will manage CPQ support, oversee Gainsight processes, create reports, and drive operational strategies for customer success.
Top Skills:
Bi ToolsExcelGainsightGoogle SheetsSalesforce
Artificial Intelligence • Hardware • Healthtech • Software
The Senior Data Platform Engineer will manage and develop the data infrastructure on Databricks and AWS, ensuring scalable and efficient data capabilities while collaborating across teams.
Top Skills:
AWSDatabricksKafkaKinesis
Artificial Intelligence • Cloud • Consumer Web • Productivity • Software • App development • Data Privacy
Lead design and implementation of shared, reusable data models and a certified metrics layer. Standardize pipeline patterns, CI/CD, and governance; modernize orchestration and observability; partner with Data Science, Infrastructure, and Product to deliver reliable analytics pipelines and enable AI-native data development.
Top Skills:
AirflowAtlanDatabricksDatabricks Metric ViewsDbtDbt MetricflowDelta LakeGreat ExpectationsMonte CarloPythonSpark SqlSQLUnity Catalog
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
