Company Overview

The organization provides technology-driven financial services designed to simplify financial transactions, improve business payment processes, and support the digital transformation of financial operations.

Its customer-focused operating model emphasizes service reliability, product usability, and the delivery of practical financial technology solutions. The organization works across product, technology, operations, and customer-facing teams to maintain a consistent service experience.

Role Summary

The Fintech Customer Success Specialist will support business customers throughout their relationship with the organization, helping them understand, adopt, and effectively use its financial technology products.

The role focuses on customer onboarding, product education, relationship management, and the resolution of service-related challenges. The successful candidate will work remotely from Estonia while collaborating with product, technical support, operations, and account management teams.

This position is suited to a customer-oriented professional who combines strong communication skills with an understanding of digital financial services and business customer needs.

Key Responsibilities

• Support customers throughout onboarding and product adoption processes.

• Provide guidance on the effective use of fintech products, payment services, and financial technology platforms.

• Assist customers with account setup, platform configuration, and product functionality.

• Monitor customer engagement and identify opportunities to improve product adoption.

• Respond to customer inquiries and coordinate the resolution of service-related issues.

• Work with technical support teams to investigate product challenges and integration-related concerns.

• Maintain accurate customer records, interaction histories, and account information.

• Conduct regular customer follow-ups to assess satisfaction and identify emerging needs.

• Identify customer concerns that may affect retention or the long-term use of financial services.

• Gather customer feedback and communicate relevant insights to product and operations teams.

• Support the preparation of customer success reports and account performance summaries.

• Develop customer education materials, onboarding documentation, and product guidance resources.

• Contribute to the improvement of customer support processes and service delivery standards.

Requirements and Qualifications

• Bachelor’s degree in Business Administration, Finance, Communications, Marketing, or a related field.

• Previous experience in customer success, customer support, account management, or financial services.

• Understanding of digital financial products, payment platforms, or fintech services.

• Strong written and verbal communication skills.

• Excellent relationship management and customer service abilities.

• Ability to explain technical product information in a clear and accessible manner.

• Strong organizational skills and attention to detail.

• Familiarity with CRM platforms and customer support tools.

• Ability to manage customer accounts and prioritize competing responsibilities.

• Strong problem-solving skills and a customer-focused approach.

• Ability to work independently in a remote environment.

• Experience supporting business customers or SaaS platforms is an advantage.

Benefits

• Fully remote working arrangement within Estonia.

• Opportunity to develop expertise in fintech customer success and digital financial services.

• Exposure to customer onboarding, product adoption, and business relationship management.

• Collaborative working environment with product, technology, and operations teams.

• Professional development opportunities in customer success and financial technology.

• Opportunity to contribute to improved customer experiences and long-term business relationships.

Application Instructions

Interested candidates should submit an updated CV highlighting their experience in customer success, account management, customer support, or financial services.

Applicants are encouraged to describe their experience supporting business customers, improving product adoption, resolving customer issues, or managing customer relationships.

Candidates should demonstrate strong communication skills, a customer-focused mindset, and an interest in the fintech industry.

Apply by clicking on the “Apply Now” Button below!

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