Client Solutions Analyst

This is a fully remote position, open to applicants in California.

📋 Description

• Collaborate with Client Services, Sales, and Operations to assist clients throughout the onboarding process.

• Guide clients through the onboarding journey and offer integration knowledge and resources.

• Acquire in-depth knowledge of product offerings.

• Utilize technical expertise to aid in implementation and provide continuous technical support.

• Act as a key client liaison through phone calls, presentations, and personalized email communication.

• Independently resolve production, data, and processing issues while collaborating with various teams.

• Prioritize and address technical support tickets via the ticketing system, ensuring timely resolution.

• Report directly to the Director and Client Services.

⛳️ Requirements

• Bachelor's degree, advanced degree, or relevant technical certifications.

• Over 5 years of experience in client support.

• Must be located in the Eastern Time Zone (EST/ET) and available during international business hours.

• Experience working with enterprise-level clients or partners.

• Proven experience in leading client presentations.

• Preferred: Experience with API integrations and REST web services.

• Preferred: Familiarity with database structures and queries.

• Preferred: Knowledge of data transfer methods such as SFTP and AWS S3.

🏝️ Benefits

• Competitive compensation package and incentive program.

• Comprehensive medical, dental, and vision coverage.

• 401(k) matching.

• Fully remote work environment.

• Flexible time off policies, including volunteer time off, vacation, sick leave, and 12 paid holidays.

• Opportunities for variable pay.

• An inclusive and purpose-driven organizational culture.

• Support for accommodations related to disabilities or special needs.