Company Overview

The organization operates within the financial technology sector, providing digital financial products and services designed to improve the way businesses manage payments, financial information, and technology-enabled financial operations.

Its customer environment includes businesses and professional users who rely on dependable financial platforms, efficient service delivery, and responsive technical and operational support.

The organization is seeking a customer-focused professional who can strengthen client relationships, support product adoption, and contribute to a positive customer experience throughout the client lifecycle.

The successful candidate will work with customers and internal teams to ensure that fintech products deliver practical value while supporting customer retention and long-term business relationships.

Role Summary

The Fintech Customer Success Specialist will manage customer engagement activities, support product adoption, and help clients achieve their operational objectives through the effective use of financial technology solutions.

The position involves onboarding customers, monitoring account engagement, resolving service-related concerns, coordinating product support, and identifying opportunities to improve the customer experience.

The successful candidate will collaborate with sales, product, technical support, and operations teams to ensure that customer requirements are addressed effectively.

This role requires strong communication skills, an understanding of digital financial services, and the ability to build professional relationships with business customers in a remote working environment.

Key Responsibilities

• Manage ongoing relationships with assigned customers using digital financial products and services.

• Support customer onboarding, account configuration, and product adoption activities.

• Help clients understand platform functionality, financial workflows, and available product features.

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

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

• Work closely with technical support and engineering teams to investigate complex customer concerns.

• Maintain accurate customer records, interaction histories, account information, and follow-up activities.

• Conduct regular customer check-ins to understand operational requirements and gather feedback.

• Identify potential customer retention risks and recommend appropriate engagement strategies.

• Support customer education through product demonstrations, onboarding sessions, and documentation.

• Gather customer feedback and communicate product improvement opportunities to internal stakeholders.

• Assist in monitoring customer satisfaction indicators and service delivery performance.

• Coordinate with sales and account management teams on customer expansion opportunities where appropriate.

• Contribute to the development of customer success procedures, onboarding materials, and service improvement initiatives.

Requirements and Qualifications

• Bachelor’s degree in Business Administration, Finance, Communications, Information Systems, or a related discipline, or equivalent professional experience.

• At least three years of experience in customer success, account management, client operations, customer support, or fintech services.

• Understanding of digital financial products, payment services, financial platforms, or technology-enabled business applications.

• Strong customer relationship management and communication skills.

• Experience using CRM systems and customer support platforms.

• Ability to explain technical and financial product features in clear, accessible language.

• Strong organizational skills and the ability to manage multiple customer accounts and priorities.

• Experience identifying customer needs, resolving service issues, and supporting product adoption.

• Familiarity with customer satisfaction metrics, retention processes, and customer engagement practices.

• Ability to collaborate effectively with sales, product, operations, and technical support teams.

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

• Professional proficiency in English. Additional European language skills, including Estonian, are an advantage.

Benefits

• Remote working flexibility within Estonia.

• Competitive compensation based on experience and professional capabilities.

• Opportunity to work with modern fintech products and digital financial services.

• Professional development opportunities in customer success, account management, and financial technology.

• Collaborative working environment involving customer-facing and technical teams.

• Exposure to business clients and evolving digital financial solutions.

• Opportunities to contribute to customer experience improvements and long-term client relationships.

Application Instructions

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

Applications should demonstrate practical experience in customer onboarding, relationship management, issue resolution, and product adoption.

Candidates are encouraged to provide examples of how they have improved customer satisfaction, strengthened client relationships, or supported the successful adoption of digital products.

Are you interested in this position?

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

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