Client Support Representative, Fintech

Job not on LinkedIn

October 16

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Logo of Zact

Zact

Fintech • Finance • B2B

Zact is a fintech company that provides an integrated payments and expense management platform designed for businesses and financial institutions. Their platform includes a suite of products for card management, expense management, and accounts payable automation. Zact's API-driven technology allows businesses to streamline financial processes by integrating directly with payment networks and accounting systems, ensuring compliance and managing expenses in real-time. The platform can be white-labeled for banks and offers solutions for various business use cases, such as fleet management and continuous compensation. Zact aims to simplify finance stacks, enforce budget policies, and optimize revenue sharing for partners.

11 - 50 employees

💳 Fintech

💸 Finance

🤝 B2B

📋 Description

• Serve as the primary point of contact for client phone support and incoming support tickets. • Respond to client inquiries with professionalism, empathy, and a strong sense of urgency. • Investigate and resolve issues related to card declines, account access, transaction errors, and general troubleshooting. • Monitor and review daily reports including fraud activity and card inventory. • Escalate critical issues promptly to internal teams and follow through to resolution. • Document client interactions and resolutions accurately in the support system. • Collaborate with internal departments to ensure client satisfaction and issue resolution. • Continuously look for ways to improve the client support experience. • Operate within a green screen (terminal-based) environment to efficiently navigate account data, execute service commands, and resolve client inquiries related to commercial card programs.

🎯 Requirements

• 1–3 years of experience in customer support, preferably in fintech, banking, or SaaS; experience with commercial card programs is a plus. • Previous call center experience is strongly preferred. • Strong communication skills, both verbal and written. • Ability to prioritize and respond quickly to urgent client issues. • Comfortable working with support ticketing systems and phone support tools, especially Zendesk. • Detail-oriented with strong organizational and reporting skills. • Familiarity with commercial card programs, expense management, or financial operations is a plus.

🏖️ Benefits

• Opportunity to grow within a fast-paced fintech environment • Supportive team culture focused on client success and innovation • Training and development opportunities

Apply Now

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