Customer Success Representative – Commercial Cards (Remote, US)

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Remote regions

US

Benefits

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About the Role:

  • We are 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.
  • You will assist with daily operational reports and play a key role in identifying and escalating high-priority issues.

What You'll Do:

  • Cover the inbound client support phone line during business hours and resolve common card operations problems.
  • Handle first-level support requests including card issuance questions and transaction research.
  • Maintain accurate client records and support logs across internal systems.

Requirements & Preferences:

  • Bachelor's degree required; 4-6 years in a client-facing role within banking or fintech.
  • Practical understanding of commercial card programs and familiarity with accounts payable workflows.
  • Comfort on the phone and solid written communication skills for a business banking audience.

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We are a fintech startup building a payments stack for commercial card and accounts payable products. We are a small, growing team where you will do real work from day one and have a clear path to grow into a full Customer Success Manager role.

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