Associate Director overseeing Career Pathways and Site Operations, managing operations at designated office. Leading strategy for operational efficiency and program success with young adults.
About the role
- Client Operations Associate ensuring exceptional customer experience by resolving inquiries at Finexio. Managing support tickets in Salesforce and collaborating with cross-functional teams.
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.
Requirements
- Bachelor’s degree preferred
- Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry.
- Strong attention to detail and research skills
- Excellent verbal and written communication skills
- Experience working with or within payments, financial services, fintech, AP/AR preferred
- Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally.
Benefits
- **Why You’ll Love Working at Finexio:**
- Culture: We are a humble, client-first team that is focused on collaborative data-driven success.
- Speed: We move fast, love new ideas and give you the opportunity to push your limits.
- Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company
- **What We Offer:**
- The chance to work in a fast-paced start-up environment with experienced industry leaders
- An environment where you can dive deep into the latest technologies and make a real, measurable impact
- Employee Engagement – Quarterly virtual team building activities and monthly team lunches
- Competitive salary and stock options
- Medical, dental, and vision
- Unlimited Vacation Policy
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