{"id":3004421,"url":"https://alion.io/job/fintech-client-success-advocate","title":"Client Success Advocate","company":{"id":1270,"name":"Fintech","domain":"fintech.com","url":"https://alion.io/company/fintech","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Legal","role_family":"Legal","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Tampa, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":42000,"max_usd":104000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":952},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-21T12:42:28Z","employer_posted_date":"2026-10-21","last_verified_at":"2026-10-23T05:04:01Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Join Fintech Tampa, Florida as a Client Success Advocate!\nThe Client Success Advocate serves as a trusted partner to Fintech clients, providing exceptional support, problem resolution, project coordination, and operational assistance. This role acts as the voice of the client across the organization while driving client satisfaction, process improvements, and business results. Client Success Advocates are trusted problem-solvers whoownsoutcomes,identifiesproblemsbeforetheyescalate,anddrivesresolutionindependently toconsistentlydeliverresultsthatimprovetheclientexperienceandsupportorganizationalgrowth.\nEssential Functions/Responsibilities:\nMust be a proactive, solutions-oriented professional who demonstrates strong critical thinking, ownership, and accountability.\nServe as a client advocate, building strong relationships and ensuring an exceptional client experience.\nManage client inquiries, issues, and escalations from identification through resolution, maintaining ownership and accountability throughout the process.\nAnalyze complex situations, identify root causes, and recommend effective solutions that balance client and business needs.\nLead and support cross-functional projects, coordinating stakeholders, tracking deliverables, and ensuring timely completion.\nIdentify opportunities to improve processes, systems, and workflows to enhance efficiency and client satisfaction.\nFacilitate meetings, trainings, and presentations for internal and external audiences.\nDevelop and maintain SOPs, training materials, reports, and project documentation.\nCommunicate effectively with clients, leadership, and cross-functional teams.\nSupport operational activities, reporting, client education, and other initiatives as needed.\nResponsible for planning and managing projects and/or initiatives that impact multiple business units/service offerings. Ability to work independently and think outside the box.\nDevelop and document project plan, assign tasks, monitor progress, and escalate to project sponsor as required.\nResponsible for engaging with clients to ensure processing (as assigned)\nEffectively communicate both internally and externally via phone and email.\nFormulate recommendations for system enhancements and process improvements to streamline and increase efficiencies (with Client Services departments) and improve the Client experience.\nBusiness Liaison (business readiness) engagement with Client Services, Sales, Product and other stakeholders to ensure alignment and communication\nOther duties as assigned including but not limited to leading projects, build reporting for tracking, quality review, client education, identifying and actioning potential revenue opportunities and assisting client services in overflow work.\nQualifications:\n2+ years of experience in Client Services, Customer Success, Operations, or a related field.\nStrong critical thinking, problem-solving, and decision-making skills.\nExperience leading projects or coordinating cross-functional initiatives, ability to work independently\nProven ability to take ownership of responsibilities and independently drive results.\nExcellent verbal, written, organizational, and presentation skills.\nAbility to manage multiple priorities in a fast-paced environment.\nStrong attention to detail and commitment to quality.\nProficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.\nExperience with ticketing or help desk systems.\nKnowledge of Fintech products, systems, and processes.\nProject management experience or training.\nOur Benefits:\nHybrid Work \nEmployer Matched 401K \nCompany Paid Medical Insurance Option for Employee and Dependent Children \nCompany Paid Dental Insurance for Employee \nCompany Paid Vision Insurance for Employee \nCompany Paid Long and Short-Term Disability \nCompany Paid Life and AD&D Insurance \n18 Paid Vacation Days a Year \nSix Paid Holidays \nEmployee Recognition Programs \nHoliday Bonus \nIncentive Compensation \nCommunity Outreach Opportunities \nBusiness Casual Dress Code \nAbout Fintech:\nFor over 35 years, Fintech LLC has redefined how over 1.1 million B2B relationships buy and sell goods and services in the retail, hospitality, and alcohol industries. This integrated platform centralizes invoice data and payments, POS and delivery data, product and cost compliance, price book management, and industry market data using AI, seamless integration capabilities, and proprietary automation technology.\nFintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment.","description_format":"text","description_chars":5301,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"phd","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Dental insurance","Health insurance","Hybrid work","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Software","Brewing & Beer","Billing & Subscription Management","Payment Processing & Gateways"],"lifecycle":[{"event":"open","at":"2026-10-21T13:14:09Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":23,"reasons":["conf:0","velocity","win:early","comp:junior"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/fintech-client-success-advocate","json_url":"https://alion.io/job/fintech-client-success-advocate.json","meta":{"generated_at":"2026-10-23T07:58:05Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":12776,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1270},"rest":"https://alion.io/mcp/rest/get_company?id=1270"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffintech-client-success-advocate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffintech-client-success-advocate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffintech-client-success-advocate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fintech-client-success-advocate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffintech-client-success-advocate"}]}