Customer Success Representative – Commercial Cards

🕒 July 2

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 65%

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.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 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 • Field questions, log issues, and resolve common card operations problems independently • 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 full context and documentation • Maintain accurate client records, support logs, and issue tracking across internal systems • Assist in preparing 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 new product channels • Identify and escalate high-priority issues such as card declines, account access issues, and fraud • Work alongside the Customer Success Manager while supporting a growing portfolio of clients

🎯 Requirements

• Bachelor's degree or some college work in Business, Finance, or a related field is preferred but not required if experience strongly demonstrates the competency • 4–6 years in a client-facing role within banking, fintech, or financial services • Practical understanding of commercial card programs, including how cards are issued, managed, and supported at a bank or processor level • Familiarity with accounts payable workflows and commercial client use of card programs for vendor payments • Ability to handle live support calls professionally and calmly • Solid written communication appropriate for a business banking audience • Detail-oriented with good follow-through • Adaptable and curious in an evolving 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 CS tools such as Zendesk is preferred • Experience at a community bank, regional bank, or bank-adjacent fintech is preferred

🏖️ Benefits

• 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 • Clear growth path from Customer Success Representative to Customer Success Manager • Fully remote work arrangement within the US