Client Support Representative

Job not on LinkedIn

🔥 15 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Zact

WebsiteLinkedInAll Job Openings

11 - 50 employees

💳 Fintech

💸 Finance

🤝 B2B

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.

📋 Description

• Support day-to-day client relationships across commercial card and accounts payable portfolios under the Customer Success Manager's guidance • Cover the inbound client support phone line during business hours • Field questions, log issues, and independently resolve common card operations problems • Handle first-level support requests involving card issuance, authorizations, transaction research, and basic dispute intake • Escalate complex processor-side or compliance-related issues to the Customer Success Manager with context and documentation • Maintain accurate client records, support logs, and issue tracking in internal systems • Prepare client-facing materials, including onboarding guides, QBR supporting data, and program update communications • Document support processes and resolution workflows as the team scales • Stay current on product updates, payment network changes, and newly launched channels • Own day-to-day client interactions and help manage the inbound support line

🎯 Requirements

• Bachelor's degree required; Business, Finance, or related field preferred, or equivalent experience strongly demonstrating the competency • 4–6 years of experience in a client-facing customer support role within banking, fintech, or financial services • Practical understanding of commercial card programs, including card issuance, management, and support at a bank or processor level • Familiarity with accounts payable workflows and commercial card use for vendor payments • Ability to handle live support calls calmly and professionally • Strong written and verbal communication skills • Detail-oriented with excellent follow-through • Adaptable and curious; comfortable with evolving products and processes in a startup environment • Experience supporting clients on major processor-based card platforms is preferred • Exposure to ACH, wire, or other payment rails is preferred • Familiarity with virtual card programs, expense management tools, or AP automation platforms is preferred • Prior use of CRM or customer success tools, such as Zendesk, is preferred • Experience at community or regional banks or financial services-adjacent fintech is preferred

🏖️ Benefits

• Fully remote work arrangement within the US • Mentorship from the Customer Success Manager • Exposure to product and operations teams • Direct client ownership and hands-on experience across commercial cards, ACH, virtual cards, and AP automation • Upward mobility toward Customer Success Manager • Growth investment and professional development through expanded responsibilities