Credit & Accounts Lead, Member Services
New
A
AtlasFintech
New York, San Francisco, US - RemoteFull-TimeLead
Salary85,000 - 105,000 USD per year
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Job Details
- Experience
- 2–4+ years of experience
- Required Skills
- Microsoft ExcelCustomer serviceMicrosoft OfficeRelationship managementRisk ManagementData visualizationFinanceGoogle SheetsGoogle WorkspaceSlackZendesk
Requirements
- 2–4+ years of experience in customer service, client operations, or relationship management
- Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
- Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
- Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
- Highly organized, detail-oriented, and dependable with strong follow-through
- Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
- Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace
- Familiarity with Slack and Zendesk is a plus
- Exposure to credit, finance, lending, payments, or risk-adjacent environments
- High proficiency in Excel/Google Sheets, Zendesk, Slack, data visualization tools
Responsibilities
- Serve as a primary point of contact for members’ credit and account-related inquiries relating to payments, account activity, and spending requests
- Manage internal and external communications via third-party platforms
- Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
- Resolve routine credit-related requests independently while escalating complex cases with appropriate context
- Execute credit and account-related operational workflows, including process documentation updates, payment tracking, account reviews, and exception handling
- Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
- Follow established credit and account procedures while identifying opportunities to improve clarity, efficiency, and consistency
- Contribute to internal documentation, templates, and process updates as operations scale
- Collaborate cross-functionally with Onboarding, Finance, Credit, and Risk partners, demonstrating strong communication and alignment across teams
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