‍

About FinMkt

FinMkt is a leading fintech SaaS company providing customized consumer financing and payment solutions primarily in the home improvement and healthcare verticals. 

The Role

As a Client Support Specialist, you will be the primary point of contact for platform users navigating FinMkt’s products and services. You’ll handle a mix of administrative coordination and hands-on technical troubleshooting—ensuring clients get accurate, timely, white glove support that keeps their sales operations running smoothly. This role is built for someone who is organized, tech-savvy, and genuinely motivated by helping others succeed.

Key Responsibilities

Client Support & Communication

• Serve as the first point of contact for inbound support requests via email, chat, and phone, resolving issues with clarity and efficiency.
• Diagnose and resolve platform access issues, account configuration problems, and user workflow questions.
• Escalate complex technical issues to the appropriate internal team, maintaining clear communication with the client throughout the resolution process.
• Document support interactions and resolutions accurately in the ticketing system.

Administrative Support

• Assist clients with onboarding tasks including account setup, document submission, and platform orientation.
• Maintain accurate client records and support data integrity across internal systems.
• Coordinate with Account Management, Product, and Compliance teams to address client needs promptly.
• Prepare support summaries, usage reports, and client-facing documentation as needed.

Technical Support

• Troubleshoot platform-level issues including integrations, data discrepancies, and workflow errors.
• Guide users through technical processes with patience, using plain language appropriate to the client’s technical background.
• Contribute to the internal knowledge base by documenting recurring issues and effective resolutions.
• Identify patterns in support volume and surface product feedback to the Product team.

‍

Qualifications

Required

• 3+ years of experience in a client-facing support, customer success, or operations role.
• Strong written and verbal communication skills; able to explain technical concepts in accessible terms.
• Comfortable working in web-based SaaS platforms and CRM/ticketing tools (e.g., Jira, Intercom).
• Highly organized with the ability to manage multiple open cases and prioritize effectively.
• Proven ability to work cross-functionally and follow through on commitments.

Preferred

• Experience supporting clients in a fintech, lending, or financial services environment.
• Home improvement or healthcare consumer financing experience is a plus.
• Familiarity with API integrations, data formatting, or basic troubleshooting workflows.
• Bachelor’s degree in Business, Finance, Communications, or a related field.

‍

‍