Client Services Specialist

Job Title: Client Services Specialist

Location: Tampa, FL (Hybrid)

Company Overview:

Fintech, a leader in AP automation, supports over 267,000 businesses nationwide with its flagship platform PaymentSource®, automating B2B transactions across retail, hospitality, and distribution.

Key Responsibilities:

• Serve as primary customer contact during onboarding
• Respond to calls and emails promptly
• Perform account setup and database maintenance
• Upsell and cross-sell Fintech products
• Provide technical and website training to clients
• Evaluate and resolve service inquiries
• Recommend system/process improvements
• Maintain accurate documentation and SOPs
• Track critical customer issues and escalate as needed
• Collaborate across internal business units

Qualifications:

• 3+ years of customer service experience
• Strong verbal, written, and interpersonal communication skills
• Detail-oriented with strong organizational abilities
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook)
• Familiarity with ticketing/helpdesk systems a plus
• Experience with ACH processing and project coordination preferred

Benefits:

• Hybrid work
• 401(k) with match
• Paid medical, dental, vision, disability & life insurance
• 18 vacation days + 6 holidays
• Casual dress code and recognition programs