Client Success Analyst
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Job Description
Client Success Analyst providing support and integration for users at a rapidly growing fintech. Working with technology teams to enhance client service and automation processes.
Responsibilities:
- Front line support for the N3XT client base - Multi-channel support (email, chat, via Intercom)
- Contribute to the full lifecycle of client support inquiries - These can be product questions, system issues, onboarding inquiries, payment issues, etc.
- Work directly with other N3XT teams - Compliance, Bank Operations, Business Development, Engineering and Infrastructure as a means to fully supporting the client base
- Assist in the client onboarding process - Work with internal teams to further define and streamline onboarding processes across new and existing client segments
- Support client and vendor integration efforts using API technologies, working directly with software engineers and technical teams. This includes maintaining the client integration process - Testing tools and strategies, certification workflows and processes through go live and BAU
- Identify application issues that lead to user problems through periodic testing of new and existing versions of the N3XT application and APIs - Work directly with Engineering teams to assist in debugging
- Assist in the creation and maintenance of public documentation - FAQs, User Guides, API Documentation
- Support efforts in overall process improvement and automation
Requirements:
- Bachelor’s degree or 1-3 years of experience working in a customer support, integration or onboarding role
- Previous experience working in banking, financial services or fintech is a plus
- Previous experience working with Intercom is a plus
- Previous experience working with KYC/Onboarding systems and processes is a plus
- Experience working with, or knowledge of, APIs is a plus
- Experience working with AI tools to solve technical problems is a plus
- Basic scripting and/or query experience is a plus
- Strong desire to continuously improve on, and automate, manual and repetitive tasks
- Entrepreneurial in nature - A desire to take pride in high value work while largely working independently is strongly preferred
- Previous startup experience is a plus
Benefits:
- Competitive salary
- Professional development support
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