Source Job

US

  • Provide first-line client support via phone and tickets, resolving common card operations issues.
  • Support day-to-day client relationships across commercial card and AP clients alongside the CSM.
  • Escalate high-priority issues and help document support processes as the team scales.

Customer Support Accounts Payable Communication Zendesk

20 jobs similar to Client Support Representative

Jobs ranked by similarity.

$60,000–$100,000/yr
US

  • Handle complex customer issues across banking, credit, and payments via email, chat, and phone with precision.
  • Guide VIP and high-revenue accounts through multi-step processes and sensitive scenarios with discretion.
  • Coordinate with engineering, risk, and compliance teams, file bug reports, and qualify high-value sales leads.

Flex is building the AI-native private bank for business owners, rebuilding banking, credit, payments, personal finance, and financial operations into a single intelligent system. Since launching in September 2023, Flex has scaled to nine-figure annualized revenue with $100M+ in equity and $300M+ in debt, operating with extreme ownership and a high-bar, low-ego culture.

Global

  • Respond to customer inquiries via email and callbacks, taking ownership through resolution or escalation.
  • Classify issues by severity, resolve with knowledge base resources, and escalate complex cases.
  • Cross-train across Operations and maintain a strong understanding of products and mission.

Possible builds affordable credit products that improve financial health and help people stay out of debt. Founded in 2017, we are a fully distributed company with a global workforce and over 100,000 App Store reviews.

LATAM

  • Own the front-line support queue, investigating and resolving retail investor tickets related to accounts, money movements, and applications.
  • Review money movement requests, troubleshoot account-level issues, and apply Atomic's policies consistently across cases.
  • Maintain clean records of each ticket's investigation and flag recurring pain points to improve workflows.

Atomic Vest builds financial infrastructure that lets companies offer investing experiences, including ESG and multi-currency trading across 60 global markets. They are a fast-growing, mission-driven team from tech, banking, finance, and law, with a remote-first culture.

US

  • Resolve provider and consumer inquiries with one-touch resolution across phone, live chat, email, and SMS.
  • Manage high-volume interactions while maintaining quality, accuracy, and efficiency.
  • Partner with leadership to improve customer experience and collaborate across departments.

Cherry is a fast-growing FinTech offering the simplest, fastest, and most inclusive BNPL solution for medical practices such as dental, medical aesthetics, and veterinary. Founded in 2019 and led by Stanford entrepreneurs, the company is backed by top investors including Kleiner Perkins and DCM and maintains a high-growth startup culture.

North America Europe

  • Own the client support queue, resolving inbound questions and exceptions across payment rails.
  • Investigate payment issues including wires, ACH, SWIFT, and stablecoin transactions.
  • Build runbooks and push fixes to eliminate recurring client problems.

Dakota is a stablecoin infrastructure platform enabling regulated money movement and cross-border settlement for institutional clients. They are a remote-first team across North America and Europe that values high quality work, clear thinking, and ownership.

$60,000–$70,000/yr
US

  • Master ClearGov's software and provide first-line support across phone, email, chat, and remote sessions.
  • Investigate, diagnose, and resolve client issues while escalating to Tier 2 when needed.
  • Partner cross-functionally and create Support Center content to improve the customer experience.

ClearGov builds a financial operating layer for the public sector, helping local governments and school districts manage finances. Over 2,000 public sector organizations use the platform; the culture values transparency, empathy, collaboration, and connection.

$18–$28/hr
North America Unlimited PTO

  • Be one of the point-of-contacts for customer inquiries via email, LiveChat, and phone.
  • Troubleshoot and resolve first-line issues raised by hospital/vet/tech users.
  • Coordinate second-line/escalated issues with regional BD/AMs and other departments.

Roo is building a veterinary staffing platform to empower animal healthcare professionals with flexibility and higher earnings. With a network of over 20,000 professionals and 9,000 hospitals, Roo fosters a culture of urgency, impact, and customer focus.

Global

  • Resolve general, billing, and basic technical questions across a live ticket queue using Intercom and FIN AI.
  • Own a slice of the support queue end to end and cut escalations through better documentation and judgment.
  • Improve triage standards and reduce load on specialist teams as support volume grows.

Moxie empowers ambitious aesthetic entrepreneurs to build profitable, independent practices without burnout or guesswork. It is a global, remote-first team supporting 700+ practices, with a culture of ownership, generosity, speed, and continuous learning.

Mexico

  • Monitor Slack ticket channels and respond to employee inquiries about Navan and Ramp.
  • Troubleshoot booking changes, expense submissions, receipt/memo requirements, card declines, reimbursements, and policy questions.
  • Escalate bugs or policy exceptions and track recurring questions to keep the queue clear.

Helpware is a technology-driven company providing Customer Experience & Operational Support for modern companies. Our team of professionals is driven by the purpose of providing best-in-class value-adding services to our partners.

US

  • Deliver exceptional borrower support by phone and other channels, helping customers navigate applications, payments, and account questions.
  • Navigate consumer lending with care, following compliance requirements and partnering cross-functionally to resolve issues.
  • Own customer outcomes from first contact through resolution, documenting interactions and sharing insights with product and engineering teams.

Wisetack builds transparent consumer lending products for service-based businesses like HVAC, veterinary, and auto repair shops. The company is a well-funded startup with $84M raised, backed by top VCs, and recognized as a Great Place to Work.

US

  • Serve as the primary customer contact for support, onboarding, and troubleshooting across chat and calls.
  • Develop deep product knowledge and confidently guide customers through accounting and bookkeeping tasks.
  • Provide structured feedback to product and engineering teams to improve the customer experience.

Ambrook helps American family-run businesses become more profitable by rebuilding financial infrastructure with modern tools for accounting, banking, and spending. It is a Series B startup backed by top investors, seeking team members to untangle industry, climate, and economy.

Global

  • Provide high-quality customer support via email, live chat, and ticketing systems.
  • Troubleshoot payment issues, explain payment flows, and resolve transaction problems.
  • Collaborate with product, engineering, and testing teams to investigate complex cases.

The company operates at the intersection of traditional finance and blockchain technology, delivering fintech payment solutions and customer experiences. The team is international and fully remote, with a fast-growing, collaborative culture that values initiative and continuous learning.

US

  • Own scheduled calls that guide customers through setting up payroll accounts from first question to live.
  • Respond to posts in our Facebook community group as GlossGenius, with a professional, helpful tone that reflects our brand voice.
  • Use AI to build, not just work: turn repeated customer questions into AI-assisted macros, Help Center articles, and workflows.

Genius AI builds technology to help local businesses run themselves, automating admin work like booking, marketing, client management, and finances. It is a high-growth company whose products have saved businesses 106M in admin hours, earned $2.0B in additional revenue, and facilitated more than 624M client touch points.

Philippines 3w PTO

  • Investigate and resolve client issues across scheduling, shift management, and integrations, documenting findings clearly.
  • Collaborate with Engineering, Product, and Customer Success to escalate complex issues and improve the client experience.
  • Help build scalable support processes, contribute to documentation, and surface recurring issues to the team.

ReadyOn is the intelligent labor operating system for frontline enterprises, helping large employers hire, schedule, and manage their frontline workforce at scale. As a Series A startup backed by leading investors, it offers a fast-paced, collaborative culture where employees are encouraged to take ownership and shape the support function.

$100,000–$140,000/yr
North America

  • Own a portfolio of high-value enterprise accounts as their primary point of contact and advocate.
  • Drive revenue retention and expansion through long-term success strategies and executive business reviews.
  • Manage escalations end-to-end, spot at-risk accounts early, and turn successful clients into references.

Traild is a high-growth SaaS company combining AI, automation, and payments infrastructure to power B2B finance. They have a world-class culture (eNPS 68) and are building the infrastructure behind modern finance.

Costa Rica

  • Respond to inbound customer calls and resolve service problems promptly.
  • Analyze contracts, invoices, and billing issues to address client needs and process adjustments.
  • Partner with internal teams and track activity in Salesforce to ensure client needs are met.

Smarsh provides digital communications compliance and intelligence solutions to regulated organizations. With over 6,500 customers and consistent growth, it has been recognized as a fastest-growing American company and a best place to work.

Global 7w PTO

  • Prioritize customer issues and provide hands-on support for Circle Plus communities.
  • Troubleshoot a wide range of issues across desktop, mobile, and custom branded apps.
  • Collaborate with engineers and designers to resolve complex technical challenges.

Circle is an AI-powered all-in-one platform for digital businesses, with discussions, live streams, events, chat, courses, and payments. It is a remote-only team of ~270 from 30+ countries, with async work, high expectations, and global offsites.

Brazil

  • Handle customer inquiries and complaints across email, live chat, and social media to ensure timely, professional resolution.
  • Take ownership of complex and escalated cases, collaborating with relevant teams and communicating clearly throughout.
  • Support high-value players, track SLA risks, and contribute to continuous improvement efforts.

The company operates in the social gaming and iGaming space, delivering player support in a fast-paced international environment. Its culture is collaborative and high-performing, emphasizing ownership, transparency, initiative, and continuous improvement.

US

  • Represent PayZen values and deliver empathetic service in every patient and provider interaction.
  • Handle inbound and outbound calls and emails covering billing issues, account questions, and payment plan enrollment.
  • Educate patients on digital payment options and collaborate with providers to resolve payment plan issues.

We are on a mission to bring financial health to healthcare, improving access and affordability for patients while reducing administrative complexity for providers. Backed by leading VCs, we serve a rapidly growing number of health systems and hospitals.

US

  • Own the full sales cycle from prospecting to close for US SME and Growth customers.
  • Build expertise in payments, cross-border payments, billing, and spend management.
  • Drive revenue growth by positioning Airwallex’s financial technology suite around clear customer value.

Airwallex is the AI-native financial operating system powering global payments for over 675,000 businesses. With 2,700+ employees in 27 offices, it's co-headquartered in San Francisco and Singapore and hires builders with founder-level energy.