Description

Position Overview

We are looking for a proactive Fintech Customer Success Specialist to support business customers using digital financial products and payment services in Estonia. The successful candidate will help clients onboard efficiently, understand platform capabilities, resolve service-related challenges, and achieve consistent value from the company’s financial technology solutions.

This role combines customer relationship management, product knowledge, operational coordination, and service improvement. It is particularly suitable for someone who enjoys working with business clients and can explain technical financial processes in a clear, practical manner.

Key Responsibilities

  • Guide new business customers through account setup, onboarding procedures, and initial platform configuration.

  • Explain payment features, transaction workflows, account functions, reporting tools, and relevant service procedures.

  • Respond to customer enquiries through email, telephone, chat, and other approved communication channels.

  • Investigate account-access issues, transaction queries, payment delays, and platform-related concerns.

  • Coordinate with technical support, payments operations, compliance, and product teams to resolve customer issues.

  • Monitor customer feedback, recurring service problems, and potential risks to customer retention.

  • Maintain accurate customer records, case histories, onboarding documentation, and follow-up activities.

  • Identify opportunities to improve customer adoption, service quality, and the overall user experience.

  • Communicate product updates and procedural changes to customers in a timely and professional manner.

  • Escalate suspected fraud, security concerns, and potentially sensitive financial issues through established internal channels.

Candidate Requirements

  • Previous experience in customer success, customer service, account support, banking operations, or a related role.

  • Strong written and verbal communication skills.

  • Good understanding of digital payments, online banking, financial applications, or other fintech products.

  • Ability to explain complex procedures to customers with different levels of technical knowledge.

  • Strong organisational skills and the ability to manage several customer cases simultaneously.

  • Familiarity with CRM systems, ticketing platforms, and standard office productivity tools.

  • Sound judgement when handling confidential information and customer complaints.

  • Professional fluency in English; Estonian language skills are an advantage, depending on the customer base.

Performance Expectations

Success will be measured through customer satisfaction, onboarding completion, response and resolution times, service quality, customer retention, and the accuracy of customer records.

Why This Opportunity?

This position offers an opportunity to build a career at the intersection of financial services, technology, and customer experience. You will work closely with customers and internal specialists while developing a practical understanding of digital financial products and payment operations.

Ideal candidate: A service-oriented professional who combines clear communication, patience, attention to detail, and an interest in helping businesses use fintech solutions effectively.

Are you interested in this position?

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

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