Customer Service Technical Specialist (Fintech)

TL;DR

Customer Service Technical Specialist (Fintech): Providing post-sale technical support for compliance software products with an accent on troubleshooting, problem resolution, and customer education. Focus on resolving complex inquiries, managing CRM documentation, and collaborating with internal teams to ensure high-quality support for financial institution clients.

Location: Must be based in St. Cloud, MN, USA

Salary: $57,400 - $98,350 USD

Company

A global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

What you will do

• Identify and resolve customer inquiries via phone, email, chat, and web ticketing.
• Document all interactions accurately within Salesforce CRM.
• Educate customers on product benefits and compliance software functionality.
• Analyze issues to determine if they stem from user error, application design, or defects.
• Collaborate with internal groups to solve complex technical problems.
• Assist in testing products prior to new releases.

Requirements

• BA/BS degree in Computer Science, BCIS, or equivalent experience.
• Minimum of 3 years of technical or lending customer service experience.
• Working knowledge of PC and network operating systems.
• Experience with cloud platforms such as Azure, AWS, or Google Cloud.
• Must be able to work flexible hours between 7:00 a.m. and 7:00 p.m.
• Must be available for onsite interviews and work in St. Cloud, MN.

Nice to have

• Previous banking experience in new accounts or lending.
• Strong understanding of financial institution business processes.
• Familiarity with Software Development Life Cycle (SDLC) approaches.

Culture & Benefits

• Comprehensive medical, dental, and vision insurance plans.
• 401(k) retirement savings plan with company contributions.
• FSA/HSA accounts and commuter benefits.
• Tuition assistance program for professional development.
• Generous vacation, sick time, and paid parental leave.

Hiring process

• Interviews will be conducted without the assistance of AI tools or external prompts.
• Candidates may be required to appear onsite at a company office.