Remote Client Success Representative

Job Summary:
We are seeking a proactive and detail-oriented Remote Client Success Representative to join our team. This role is crucial in supporting new client onboarding, maintaining accurate client data, and ensuring a positive and professional experience throughout the client journey. The ideal candidate is highly responsible, tech-savvy, and an excellent communicator who thrives in a fast-paced environment.

Key Responsibilities:

• Contact clients via phone, email, and text to conduct timely follow-ups.
• Collect bank statements and necessary onboarding documents from new clients.
• Accurately organize and track client information in internal systems.
• Support the client onboarding process and ensure clear, consistent communication.
• Maintain a high level of professionalism across all client interactions.
• Identify and escalate client concerns or issues to the appropriate team for resolution.
• Ensure all client interactions and updates are logged promptly in the CRM system.
• Collaborate with internal teams to improve the onboarding experience and optimize client workflows.
• Proactively check in with clients during the onboarding phase to ensure all required steps are completed and address any questions or delays.
• Perform other duties related to the position.

Qualifications & Requirements:

• Advanced level of English (written and spoken).
• Bilingual (English/Spanish) a plus.
• Clear and professional communication (calls, emails, texts).
• Prior experience in client success, finance, or Merchant Cash Advance (MCA) space is a plus but not required.
• Must have a strong sense of responsibility.
• Comfortable working with Excel data and spreadsheets.
• Knowledge of Financial terms is a plus, but not required.
• Proficient with Google Sheets, email, and CRM tools (highly preferred).
• Highly responsible and reliable, proactive, tech-savvy, and dependable.
• Must be organized and have the ability to multitask in a fast-paced environment with attention to detail.
• Ability to work independently with minimal supervision.
• Must have a Windows computer (Windows 10 or newer) that is less than 4 years old.
• Two monitors and a high-speed fiber network or Starlink internet.

Compensation & Benefits:

• 100% remote work.
• Compensation in USD.
• Full-time position with 40 hours weekly and a morning shift.
• Great work environment with potential for growth.