Client Service Manager, Embedded Finance
Core
Client-focused service professional owning the day-to-day oversight of incoming client requests, tickets, and inquiries for embedded finance clients.
Role type
Senior IC client service manager (service operations)
Builds
Client service operations and ticket resolution workflows for embedded finance clients
Domain
Fintech / Embedded Finance / Payments
Deliverable
dashboards & analysis
Required skills
ticket triage, severity assessment, escalation practices, service metrics, SLA monitoring, analytical problem-solving, Microsoft Excel (pivot tables, lookups, formulas), stakeholder coordination
Preferred skills
Client360, ServiceNow, CRM, Power BI, financial services background, continuous-improvement methods
Technologies
Client360, ServiceNow, CRM, Power BI, Excel
Responsibilities
Monitor and manage client inquiry queues, perform initial triage and resolve issues, coordinate requests with product/ops/tech teams, produce client and portfolio-level reporting, analyze queue data to identify trends and process improvements, maintain accurate ticket documentation, partner with relationship managers for operational reviews.
Seniority
Mid-Senior, hands-on IC
