Fintech
Account Specialist I – SBT
Join Fintech SBT in Beverly, Massachusetts as an Account Specialist! The
Account Specialist
position encompasses a unique combination of customer support, problem‑solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The
Account Specialist
serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.
Essential Functions
Ensure all client inquiries are responded to appropriately and on a timely basis
Timely processing of files and changes requested
Obtain and evaluate all relevant information to handle product and service inquiries
Maintain knowledge of Fintech policies, products, services, and internal procedures
Educate clients on the Fintech SBT portal and processes
Formulate recommendations for system enhancements and process improvements to increase efficiencies within the customer support department and client end‑user experience
Assist with updating SOPs and creating training documentation for internal and external use
Keep management apprised of critical client situations
Promote positive interactions with all Fintech business units
Ensure positive client experience through high quality service both written and verbal
Respond to and resolve complex issues through incident recognition, research and resolution
Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants
Ongoing account maintenance as required
Adhere to department standard for Zendesk case assignments and closures
Other tasks as assigned
Qualifications
1-3 years client service experience
Positive interpersonal skills
Excellent verbal and written communication skills
People‑oriented and client‑focused
Problem analysis and problem‑solving skills
Solution knowledge
Detail‑oriented
Exceptional organizational skills and the ability to prioritize assignments
Ability to produce results quickly
Motivated, independent, able to work under pressure and meet deadlines
Must be fluent Windows user with a basic understanding of database operation
Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
Experience in helpdesk or ticketing system a plus
Detail‑oriented with excellent organizational skills
Benefits
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short‑Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Incentive Compensation
Business Casual Dress Code
SBT Account Specialist Range: $48,000 - $52,000 annually, depending on experience.
About Fintech SBT Fintech SBT (formerly Nexxus Group) is a division of Financial Information Technologies, LLC, (“Fintech”) a leading business solutions provider for the hospitality and retail industries. Fintech SBT is a leader in the scan‑based trading segment of on‑site retail. Retailers use scan‑based trading when they require their suppliers to consign merchandise into their stores. Fintech SBT manages the retailer/supplier price book (the record of what retailers must pay their suppliers when merchandise is sold at retail). When a customer purchases the product at retail, the sales record is sent to Fintech SBT (most daily, some weekly). This information is integrated with the price book to determine the amount owed by the retailer and to the supplier. Fintech SBT creates invoices to retailers, receives payments from the retailers and then makes payments to the suppliers.
Fintech 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. We E‑Verify.
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Account Specialist
position encompasses a unique combination of customer support, problem‑solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The
Account Specialist
serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.
Essential Functions
Ensure all client inquiries are responded to appropriately and on a timely basis
Timely processing of files and changes requested
Obtain and evaluate all relevant information to handle product and service inquiries
Maintain knowledge of Fintech policies, products, services, and internal procedures
Educate clients on the Fintech SBT portal and processes
Formulate recommendations for system enhancements and process improvements to increase efficiencies within the customer support department and client end‑user experience
Assist with updating SOPs and creating training documentation for internal and external use
Keep management apprised of critical client situations
Promote positive interactions with all Fintech business units
Ensure positive client experience through high quality service both written and verbal
Respond to and resolve complex issues through incident recognition, research and resolution
Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants
Ongoing account maintenance as required
Adhere to department standard for Zendesk case assignments and closures
Other tasks as assigned
Qualifications
1-3 years client service experience
Positive interpersonal skills
Excellent verbal and written communication skills
People‑oriented and client‑focused
Problem analysis and problem‑solving skills
Solution knowledge
Detail‑oriented
Exceptional organizational skills and the ability to prioritize assignments
Ability to produce results quickly
Motivated, independent, able to work under pressure and meet deadlines
Must be fluent Windows user with a basic understanding of database operation
Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
Experience in helpdesk or ticketing system a plus
Detail‑oriented with excellent organizational skills
Benefits
Employer Matched 401K
Company Paid Medical Insurance Option for Employee and Dependent Children
Company Paid Dental Insurance for Employee
Company Paid Vision Insurance for Employee
Company Paid Long and Short‑Term Disability
Company Paid Life and AD&D Insurance
18 Paid Vacation Days a Year
Six Paid Holidays
Employee Recognition Programs
Incentive Compensation
Business Casual Dress Code
SBT Account Specialist Range: $48,000 - $52,000 annually, depending on experience.
About Fintech SBT Fintech SBT (formerly Nexxus Group) is a division of Financial Information Technologies, LLC, (“Fintech”) a leading business solutions provider for the hospitality and retail industries. Fintech SBT is a leader in the scan‑based trading segment of on‑site retail. Retailers use scan‑based trading when they require their suppliers to consign merchandise into their stores. Fintech SBT manages the retailer/supplier price book (the record of what retailers must pay their suppliers when merchandise is sold at retail). When a customer purchases the product at retail, the sales record is sent to Fintech SBT (most daily, some weekly). This information is integrated with the price book to determine the amount owed by the retailer and to the supplier. Fintech SBT creates invoices to retailers, receives payments from the retailers and then makes payments to the suppliers.
Fintech 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. We E‑Verify.
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