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Top Fintech Customer Success & Experience Jobs in CO
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Fintech • HR Tech
The role involves designing and delivering sales enablement training for Expansion Sales, aiming to improve sales performance and productivity through effective learning solutions and collaboration with cross-functional teams.
Top Skills:
Ai ToolsGoogle SuiteLearning Management SystemsNotionSalesforceSlack
Fintech • HR Tech
As a Licensed Dedicated Advisor, you will guide small business owners in choosing health benefits, manage client relationships, and provide ongoing support throughout the benefits life cycle.
Fintech • Financial Services
The Relationship Banker will manage client accounts, provide banking products, and deliver exceptional customer service to enhance client relationships.
Fintech • Financial Services
As a Personal Banker, you will assist customers with their banking needs, provide account services, and promote financial products.
Fintech • Information Technology • Software • Financial Services
The Technical Support Engineer II will triage support cases, lead customer discovery conversations, gather technical evidence, and resolve straightforward issues while maintaining ticket hygiene and documentation.
Top Skills:
JavaScriptSQLZendesk
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Manage and develop the Business Development team at Toast, focusing on hiring, coaching, achieving quotas, and driving revenue. Collaborate with cross-functional teams to ensure alignment and success in new retail verticals.
Top Skills:
Salesforce
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Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
The Sales Development Representative qualifies leads through outbound calls, engages prospective clients, and manages inquiries to enhance the sales funnel.
Fintech
The Exchange Specialist provides exceptional customer service, onboarding new clients, troubleshooting issues, maintaining client relationships, and supporting cash management and documentation.
Top Skills:
MS Office
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
The Senior Product Claims Assistant processes pet health insurance claims, collaborates with clients and veterinarians, and ensures compliance with policies while providing excellent customer service.
Top Skills:
MS Office
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Principal Solutions Specialist engages RIA prospects, utilizing expertise in client service operations, to enhance brand recognition and assist in the sales process by connecting operational challenges to Advisor360°'s solutions.
Top Skills:
Crm ManagementCustodian PortalsFidelitySalesforceSchwabWealthbox
Fintech • Insurance • Machine Learning • Other • Analytics • Financial Services • Automation
The Senior Claims Learning & Development Specialist designs and delivers training programs for claims processes, ensuring compliance and effectiveness while partnering with multiple teams to support continuous improvement.
Top Skills:
Learning TheoryTraining Methodologies
Edtech • Fintech • Payments • Social Impact • Financial Services • Big Data Analytics
The Enterprise Client Success Manager manages relationships with clients, drives product adoption, achieves desired outcomes, and identifies business opportunities.
Top Skills:
CRMSales Automation Tools
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