Company Overview

The organization delivers digital financial services through technology-driven platforms designed to support customers throughout their financial journeys. Its operations teams manage processes that begin with customer registration and continue through account activation, ongoing service delivery, account maintenance, and customer support.

The organization recognizes that an effective customer lifecycle depends on well-coordinated processes, accurate records, and timely resolution of operational issues. It is seeking a Customer Lifecycle Operations Specialist to support these activities and improve the consistency of customer-related workflows.

Role Summary

The Fintech Customer Lifecycle Operations Specialist will coordinate operational activities throughout the customer relationship lifecycle. The role focuses on monitoring customer account processes, supporting onboarding and account maintenance workflows, resolving operational exceptions, and ensuring that customer records remain accurate and up to date.

The successful candidate will collaborate with customer support, compliance, product, and technical operations teams to ensure that customer requests and account-related activities are handled efficiently. This position is suited to an organized professional with strong administrative, analytical, and customer operations capabilities.

Key Responsibilities

• Coordinate operational processes associated with customer registration, account activation, maintenance, and service updates.

• Monitor customer lifecycle workflows to ensure that requests are processed within established service timelines.

• Review account-related records and identify incomplete information or processing inconsistencies.

• Support the resolution of customer onboarding and account maintenance exceptions.

• Coordinate with compliance teams when customer documentation or verification issues require further review.

• Maintain accurate customer lifecycle records in approved internal systems.

• Monitor workflow backlogs and follow up on outstanding customer-related operational tasks.

• Work with customer support teams to resolve account administration and service delivery issues.

• Prepare operational reports covering workflow volumes, processing times, and unresolved cases.

• Identify recurring process problems and recommend improvements to customer lifecycle procedures.

• Support the implementation of new customer operations workflows and system updates.

• Ensure that customer information is handled in accordance with internal procedures and applicable data protection requirements.

Requirements and Qualifications

• Bachelor’s degree in Business Administration, Finance, Management, Information Systems, or a related discipline.

• Experience in customer operations, account administration, financial services operations, or customer lifecycle management.

• Understanding of customer onboarding, account maintenance, and digital financial service processes.

• Familiarity with CRM platforms, customer management systems, and workflow tracking tools.

• Strong administrative and organizational capabilities.

• Ability to review customer records and identify missing or inconsistent information.

• Excellent written communication and professional customer service skills.

• Strong attention to detail and ability to manage multiple operational requests.

• Understanding of confidentiality and responsible customer information handling.

• Ability to collaborate with compliance, support, product, and operations teams.

• Experience in digital banking, payments, or fintech services is an advantage.

Benefits

• Fully remote working arrangement within Estonia.

• Opportunity to support customer operations within a modern fintech environment.

• Collaboration with customer experience, compliance, product, and technical operations teams.

• Professional development in digital financial services and customer lifecycle management.

• Exposure to operational improvement initiatives and customer service technology.

• A structured and collaborative environment that values service quality, accuracy, and accountability.

Application Instructions

Applicants should submit an up-to-date CV highlighting relevant experience in customer operations, account administration, financial services, or workflow management. Candidates may include examples of customer lifecycle processes they have supported, operational systems they have used, and improvements they have contributed to. Applications will be assessed based on relevant experience, organizational skills, communication ability, and suitability for a fully remote position.

Are you interested in this position?

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

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