Client Operations Specialist

Dakota

. Own the client support queue: triage, respond, and resolve inbound questions from API and business banking clients .

Posted 10/27/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in payment operations, client support, and problem-solving within fintech environments, with a strong focus on investigating payment exceptions and maintaining client communication. Proficient in analyzing transaction data and collaborating with cross-functional teams to enhance operational efficiency.

Highest-signal resume keywords

Payment Operations ExperienceWires, ACH, SWIFT KnowledgeAPI Response AnalysisClient Communication SkillsStablecoin or Crypto Payment Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payment Exception ResolutionTransaction Data AnalysisRoot Cause AnalysisBug ReportingFeature Request Writing

Soft Skills

Clear WritingSound JudgmentProblem-Solving

Tools & Technologies

PylonSalesforceLinearDatadogKYB/C Verification Tools

Industry Keywords

FintechBaaSNeobankPayments CompanyKYB/KYC Onboarding Workflows

Tech Stack

Tools & technologies

Ruby on RailsSwift

About the role

Key responsibilities & impact

Own the client support queue: triage, respond, and resolve inbound questions from API and business banking clients
Investigate and resolve payment exceptions across wires, ACH, SWIFT, and stablecoin rails, including traces, returns, recalls, and delayed payments
Work with bank partners on payment investigations
Keep clients updated on onboarding and account status
Monitor transaction activity and alerts, and flag anything unusual early
Write clear bug reports and feature requests so engineering can act fast
Build and maintain runbooks and help center articles based on real client questions
Spot the top recurring issues each week and push to eliminate them
Work directly with operations leadership, engineering, and compliance teams
Grow into broader and more senior responsibilities as payment-rail expertise develops

Requirements

What you’ll need

1–3 years in payment operations or client support at a fintech, BaaS provider, neobank, or payments company
Working knowledge of wires, ACH (returns, NOCs, reversals), and SWIFT (MT103s, UETRs, intermediary banks)
Comfort reading API responses, transaction data, and logs to figure out what happened
Clear, calm writing, especially when the news isn't good
An instinct to fix root causes, not just close tickets
Sound judgment about what to handle yourself and when to escalate
Preference to be based in the Eastern Time (ET) zone
Experience with stablecoins or crypto payment rails
Direct experience working exceptions with bank partners
Familiarity with Pylon, Salesforce, Linear, Datadog, KYB/C verification tools, or similar tools
You use AI tools daily and like building small automations
Exposure to KYB/KYC onboarding workflows

Benefits

Comp & perks

Competitive salary and equity
Employee-friendly equity terms (extended exercise)
Remote work, no commuting to the office
Paid co-working space/desk at an office
Health, dental, and vision insurance
Regular team events and off-sites