Keep customer deals moving by triaging communications, preparing files for licensed advisors, coordinating follow-ups, and maintaining accurate CRM records while building toward a licensed insurance career.
Client Operations Specialist
📜 Description
- Triage and resolve inbound questions from API and business banking clients.
- Investigate payment exceptions across wires, ACH, SWIFT, and stablecoin rails, including traces, returns, recalls, and delays.
- Coordinate payment investigations with bank partners and keep clients updated on onboarding and account status.
- Monitor transaction activity and alerts, escalating unusual activity when needed.
- Write actionable bug reports and feature requests for engineering.
- Create runbooks and help center articles, and identify recurring issues to prevent them from returning.
🛠️ Requirements
- 1–3 years in payment operations or client support at a fintech, BaaS provider, neobank, or payments company.
- Working knowledge of wires, ACH (returns, NOCs, reversals), and SWIFT (MT103s, UETRs, intermediary banks).
- Comfort reading API responses, transaction data, and logs to figure out what happened
- Clear, calm writing, especially when the news isn't good
- An instinct to fix root causes, not just close tickets
- Sound judgment about what to handle yourself and when to escalate
- Preference to be based in the Eastern Time (ET) zone
- Experience with stablecoins or crypto payment rails
- Direct experience working exceptions with bank partners
- Familiarity with Pylon, Salesforce, Linear, Datadog, KYB/C verification tools, or similar tools
✨ Benefits
- Engaging problems that increase economic freedom globally
- Competitive salary and equity
- Employee-friendly equity terms (extended exercise)
- Remote work, no commuting to the office
- Paid co-working space/desk at an office
- Dental
- Vision insurance
- Regular team events and off-sites
Full job description
About Dakota
Dakota is a stablecoin infrastructure platform powering modern financial products through regulated money movement, stablecoin orchestration, and cross-border settlement. We serve institutional clients — fintechs, payment service providers, marketplaces, and enterprises — through an API-first platform that abstracts the complexity of custody, compliance, settlement, and banking partnerships.
We are a remote first team across North America and Europe. We value high quality work, clear thinking and ownership.
The Role
You’ll join our Client Operations team as the first line for client questions: tracing payments, resolving exceptions, and making sure every client gets a fast, accurate response. You’ll also turn what you learn into runbooks, help center articles, and fixes, so the same problem doesn’t come back.
This is a hands-on role with a lot of ownership. You'll work directly with our operations leadership, engineering, and compliance teams. As you build depth across our payment rails, you’ll have the chance to take on more scope and grow into more senior responsibilities.
What You'll Do
Own the client support queue: triage, respond, 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 our bank partners on payment investigations
Keep clients updated on onboarding and account status
Monitor transaction activity and alerts, and flag anything unusual early
Write clear bug reports and feature requests so engineering can act fast
Build and maintain runbooks and help center articles based on real client questions
Spot the top recurring issues each week and push to eliminate them
What We're Looking For
1–3 years in payment operations or client support at a fintech, BaaS provider, neobank, or payments company.
Working knowledge of wires, ACH (returns, NOCs, reversals), and SWIFT (MT103s, UETRs, intermediary banks).
Comfort reading API responses, transaction data, and logs to figure out what happened
Clear, calm writing, especially when the news isn't good
An instinct to fix root causes, not just close tickets
Sound judgment about what to handle yourself and when to escalate
Preference to be based in the Eastern Time (ET) zone
Nice to Have
Experience with stablecoins or crypto payment rails
Direct experience working exceptions with bank partners
Familiarity with Pylon, Salesforce, Linear, Datadog, KYB/C verification tools, or similar tools
You use AI tools daily and like building small automations
Exposure to KYB/KYC onboarding workflows
How We Work
At Dakota, we value people who:
Strive for excellence
Practice extreme ownership
Experiment fearlessly and learn quickly
Stay close to customers
Communicate clearly and directly
What We Offer
Engaging problems that increase economic freedom globally
Competitive salary and equity
Employee-friendly equity terms (extended exercise)
Remote work, no commuting to the office
Paid co-working space/desk at an office
Health, dental, and vision insurance
Regular team events and off-sites
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