Client Operations Specialist

New
D
DakotaPayments infrastructure
Location: United States; Workplace: Remote, Eastern Time (ET)Full-TimeMiddle
SalaryCompetitive salary and equity
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Job Details

Experience
1–3 years in payment operations or client support
Required Skills
SalesforceSwift

Requirements

  • Have 1–3 years of experience in payment operations or client support at a fintech, BaaS provider, neobank, or payments company.
  • Have working knowledge of wires, ACH returns, NOCs and reversals, and SWIFT, including MT103s, UETRs, and intermediary banks.
  • Be comfortable interpreting API responses, transaction data, and logs to determine what happened.
  • Write clearly and calmly, including when communicating difficult news.
  • Focus on fixing root causes rather than only closing tickets.
  • Use sound judgment about what to handle independently and when to escalate.
  • Preference to be based in the Eastern Time (ET) zone.
  • Nice to have: experience with stablecoins or crypto payment rails.
  • Nice to have: experience handling exceptions with bank partners.
  • Nice to have: familiarity with Pylon, Salesforce, Linear, Datadog, KYB/C verification tools, or similar tools.
  • Nice to have: daily use of AI tools and interest in building small automations.
  • Nice to have: exposure to KYB/KYC onboarding workflows.

Responsibilities

  • Triage, respond to, and resolve inbound questions from API and business banking clients.
  • Investigate and resolve payment exceptions across wires, ACH, SWIFT, and stablecoin rails, including traces, returns, recalls, and delayed payments.
  • Work with bank partners on payment investigations.
  • Keep clients updated on onboarding and account status.
  • Monitor transaction activity and alerts, and flag unusual activity early.
  • Write bug reports and feature requests for engineering.
  • Build and maintain runbooks and help center articles based on client questions.
  • Identify recurring issues and push to eliminate them.
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Competitive salary and equity
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