Zact Inc.

Customer Success Representative – Commercial Cards (Remote, US)

Saratoga, CA

Sponsorship not specifiedDetected 6 days ago

RailsCRMCustomer SuccessZendeskResearchCommunicationMentoringAdaptabilityAccounts Payable

About the role

We're growing the customer success function at a fintech startup.
You'll also assist with daily operational reports and play a key role in identifying and escalating high-priority issues such as card declines, account access issues, and fraud.
As a Customer Success Representative, you'll work directly alongside our Customer Success Manager, supporting a growing portfolio of clients across commercial card and accounts payable products.

We're seeking a Client Support Representative who will be the first line of support for our clients.
This role is critical in ensuring a seamless experience by handling incoming phone calls and support tickets with urgency and care.
If you're looking for a place to build something and grow with it, this is that opportunity.
Cover the inbound client support phone line during business hours - fielding questions, logging issues, and resolving common card operations problems independently.
Handle first-level support requests: card issuance questions, authorization inquiries, transaction research, and basic dispute intake.
Maintain accurate client records, support logs, and issue tracking across internal systems.
Help document support processes and resolution workflows as the team scales.

You know enough about how banks work to speak credibly with commercial clients - and you're eager to learn what you don't know yet.

card issuance questions, authorization inquiries, transaction research, and basic dispute intake.
Escalate complex processor-side or compliance-related issues to the CSM with full context and documentation.
Assist in preparing client-facing materials - onboarding guides, QBR supporting data, and program update communications.
Requirements & Preferences ● Required ★ Preferred / nice to have Bachelor's degree required
a focus in Business, Finance, or a related field is preferred but not required if experience strongly demonstrates the competency.
4-6 years in a client-facing role within banking, fintech, or financial services.
Practical understanding of commercial card programs - how cards are issued, managed, and supported at a bank or processor level is a major plus.
Solid written communication - clear, concise, and appropriate for a business banking audience.

You'll own day-to-day client interactions, help manage our inbound support line, and get hands-on exposure to every part of the payments stack we're building - with a clear path to grow into a full CSM role as our product channels expand.

This listing is sourced directly from Zact Inc.'s careers page and normalized into a canonical job model.