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Top Fintech Customer Success & Experience Jobs in Chicago, IL
Fintech • Software • Financial Services
The Client Services Representative assists customers with account and technical inquiries, educates clients about products, and collaborates with internal teams for improvements.
Top Skills:
ConfluenceHelpspotJIRAOutlookSalesforce
Fintech • Financial Services
Provide support to credit union members via phone, process financial transactions, resolve inquiries, and build member relationships while ensuring regulatory compliance.
Top Skills:
Customer ServiceDe-Escalation SkillsFinancial TransactionsRegulatory Compliance
Fintech • Social Impact • Financial Services
The Associate, Customer Solutions will manage department reporting and procedures, ensure compliance with regulations, identify operational improvements, and support analytics in a customer support role.
Top Skills:
Google SuiteMS Office
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
As a Customer Care Advocate, you'll provide exceptional service to customers, solving problems and guiding them through processes in a contact center environment. Responsibilities include training, adhering to shifts, meeting performance metrics, and demonstrating effective communication skills.
Top Skills:
ApplicationsComputer Systems
9 Hours AgoSaved
Cloud • Fintech • Food • Information Technology • Software • Hospitality
The Bilingual Payroll Customer Success Manager will enhance customer loyalty and reduce churn by managing account relationships, leading product trainings, and analyzing data to optimize client experiences.
Top Skills:
ChilipiperGoogle SuiteMS OfficePayroll SoftwareSalesforce CRMSlack
Cloud • Fintech • Food • Information Technology • Software • Hospitality
As a Multilingual Onboarding Consultant, responsible for managing customer onboarding in the retail sector, focusing on Spanish-speaking clients, project management, and ensuring successful product implementation and use.
Top Skills:
AsanaGoogle WorkspaceSalesforce
Cloud • Fintech • Food • Information Technology • Software • Hospitality
The Onboarding Consultant II guides retail clients through the onboarding of the Toast POS system, ensuring a smooth transition, conducting site assessments, and providing training and support to improve user experience.
Top Skills:
AsanaGoogle WorkspaceSalesforceToast Pos System
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Fintech • Software
The Product Support Associate provides technical support to clients on software issues related to ActiveDisclosure, conducts software testing, and resolves technical issues while maintaining documentation of client interactions and feedback.
Top Skills:
AzuremacOSMS OfficeSalesforceSharepointWindowsXML
Enterprise Web • Fintech • Payments • Software • Financial Services
The Director of Customer Success leads enterprise bank and credit union accounts, focusing on customer relationship management, growth, and satisfaction while mentoring a team and collaborating with Product and Engineering.
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Lead a team of Client Success Managers, ensuring client retention and strategic partnerships while managing a small portfolio. Drive performance through coaching and data-driven decisions using Salesforce.
Top Skills:
Salesforce
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The HelpDesk Intern at Wipfli provides customer support for hardware and software issues, manages tickets, and assists with technical analysis and process improvements.
Top Skills:
MS OfficeWindows Os
Fintech • Real Estate • Software • Financial Services • PropTech
Join Hometap as a Servicing Specialist, providing exceptional customer service to homeowners via calls and emails, handling inquiries with accuracy, and managing mortgage documentation.
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