Client Support Representative

Zact

. Support day-to-day client relationships across commercial card and accounts payable portfolios under the Customer Success Manager's guidance .

Posted 10/24/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and support within commercial card and accounts payable portfolios, with a strong understanding of banking and fintech operations. Proficient in handling client inquiries, maintaining accurate records, and adapting to evolving products and processes.

Highest-signal resume keywords

Client Relationship ManagementCommercial Card ProgramsAccounts Payable WorkflowsCustomer Support ExperienceCRM Tools Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Card IssuanceTransaction ResearchDispute ResolutionPayment ProcessingIssue Tracking

Soft Skills

Strong Communication SkillsDetail-OrientedAdaptabilityProblem-SolvingProfessionalism

Tools & Technologies

ZendeskExpense Management ToolsAP Automation Platforms

Industry Keywords

BankingFintechFinancial ServicesACHWire TransfersVirtual Card Programs

Tech Stack

Tools & technologies

Ruby on Rails

About the role

Key responsibilities & impact

Support day-to-day client relationships across commercial card and accounts payable portfolios under the Customer Success Manager's guidance
Cover the inbound client support phone line during business hours
Field questions, log issues, and independently resolve common card operations problems
Handle first-level support requests involving card issuance, authorizations, transaction research, and basic dispute intake
Escalate complex processor-side or compliance-related issues to the Customer Success Manager with context and documentation
Maintain accurate client records, support logs, and issue tracking in internal systems
Prepare client-facing materials, including onboarding guides, QBR supporting data, and program update communications
Document support processes and resolution workflows as the team scales
Stay current on product updates, payment network changes, and newly launched channels
Own day-to-day client interactions and help manage the inbound support line

Requirements

What you’ll need

Bachelor's degree required; Business, Finance, or related field preferred, or equivalent experience strongly demonstrating the competency
4–6 years of experience in a client-facing customer support role within banking, fintech, or financial services
Practical understanding of commercial card programs, including card issuance, management, and support at a bank or processor level
Familiarity with accounts payable workflows and commercial card use for vendor payments
Ability to handle live support calls calmly and professionally
Strong written and verbal communication skills
Detail-oriented with excellent follow-through
Adaptable and curious; comfortable with evolving products and processes in a startup environment
Experience supporting clients on major processor-based card platforms is preferred
Exposure to ACH, wire, or other payment rails is preferred
Familiarity with virtual card programs, expense management tools, or AP automation platforms is preferred
Prior use of CRM or customer success tools, such as Zendesk, is preferred
Experience at community or regional banks or financial services-adjacent fintech is preferred

Benefits

Comp & perks

Fully remote work arrangement within the US
Mentorship from the Customer Success Manager
Exposure to product and operations teams
Direct client ownership and hands-on experience across commercial cards, ACH, virtual cards, and AP automation
Upward mobility toward Customer Success Manager
Growth investment and professional development through expanded responsibilities