About the role
About the Role
We're growing the customer success function at a fintech startup. We're seeking a Client Support Representative who will be the first line of support for our clients. This role is critical in ensuring a seamless experience by handling incoming phone calls and support tickets with urgency and care. You'll also assist with daily operational reports and play a key role in identifying and escalating high-priority issues such as card declines, account access issues, and fraud.
As a Client Support Representative, you'll work directly alongside our Customer Success Manager, supporting a growing portfolio of clients across commercial card and accounts payable products. You'll own day-to-day client interactions, help manage our inbound support line, and get hands-on exposure to every part of the payments stack we're building.
Startup environment: You'll be doing real work from day one — not shadowing or ticket triaging. If you're looking for a place to build something and grow with it, this is that opportunity.
Work arrangement: Fully remote (US)
What You'll Do
* Support day-to-day client relationships across a portfolio of commercial card and accounts payable clients, under the guidance of the Customer Success Manager. * Cover the inbound client support phone line during business hours — fielding questions, logging issues, and resolving common card operations problems independently. * Handle first-level support requests: card issuance questions, authorization inquiries, transaction research, and basic dispute intake. * Escalate complex processor-side or compliance-related issues to the CSM with full context and documentation. * Maintain accurate client records, support logs, and issue tracking across internal systems. * Assist in preparing client-facing materials — onboarding guides, QBR supporting data, and program update communications. * Help document support processes and resolution workflows as the team scales. * Stay current on product updates, payment network changes, and new channels as they launch — you'll be a key part of bringing clients along.
Requirements
* Bachelor's degree required; a focus in Business, Finance, or a related field is preferred or equivalent experience strongly demonstrating the competency. * 4–6 years in a client-facing customer support role within banking, fintech, or financial services. * Practical understanding of commercial card programs — how cards are issued, managed, and supported at a bank or processor level is a major plus. * Familiarity with accounts payable workflows and how commercial clients use card programs to manage vendor payments. * Comfortable on the phone — you can handle a live support call with calm and professionalism, even when the client is frustrated. * Strong written and verbal communication — clear, concise, and appropriate for a business banking. * Detail-oriented, and excellent follow-through — you close the loop and don't let things fall through the cracks. * Adaptable and curious, must be comfortable with evolving products and processes in a startup environment.
Preferences
* Experience supporting clients on any of the major processor-based card platform (disputes, card controls, back-office tools). * Exposure to ACH, wire, or other payment rails — especially in a support or operations context. * Familiarity with virtual card programs, expense management tools, or AP automation platforms. * Prior use of CRM or CS tools (Zendesk or similar). * Experience at community or regional banks, or financial services-adjacent fintech.
Growth Path
This role is designed with upward mobility in mind. As our product channels expand — across commercial cards, ACH, virtual cards, and AP automation — you'll gain hands-on experience across all of them.
CSR → Customer Success Manager is the intended trajectory. We'll invest in your growth from the start — through mentorship from the CSM, exposure to product and ops teams, and direct client ownership as you're ready for it.
Who You Are
* You know enough about how banks work to speak credibly with commercial clients — and you're eager to learn what you don't know yet. * You take ownership of your work — if a client issue lands with you, you see it through. * You thrive in environments where the playbook is still being written. * You're a team player who can work independently — in a small team, both matter equally.
Originally posted on Himalayas