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Finexio · 1 month ago

Client Operations Associate

Orlando, FL

Full-time

Hybrid

Entry Level

$45K/yr - $60K/yr

2+ years exp

Finexio is a leader in AP Payments as a Service, simplifying B2B payments for businesses. The Client Operations Associate will focus on delivering exceptional customer experiences and resolving inquiries, while adapting to a fast-paced environment.

Artificial Intelligence (AI)B2BFinanceFinTechPayments

Responsibilities

Actively understand customer needs and clearly communicate to ensure exceptional customer experience

Troubleshoot technical issues by providing timely support via phone and email

Guide customers through solutions and escalate complex issues to the appropriate teams when needed

Manage and track support tickets in Salesforce from creation through resolution

Deliver personalized solutions based on each customer's unique requirements and communicate them effectively

Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously

Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork

Handle sensitive and confidential information with professionalism, in alignment with Finexio's values

Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date

Collaborate with cross-functional teams to ensure customer needs are fully understood and met

Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning

Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis

Qualification

Customer support experiencePayments knowledgeSalesforce proficiencyAttention to detailCommunication skillsResearch skillsDe-escalation skillsTeam collaboration