Our client is a boutique financial services firm dedicated to protecting small businesses from predatory merchant cash advances.Job Title: Client Account SpecialistJob DescriptionOur client is hiring a Client Account Specialist.
This role monitors the operational and financial status of client businesses.
You will help manage the day-to-day flow of communication, case updates, and account coordination.
This role is central to maintaining smooth communication between clients, internal teams, and legal partners.This is a client-facing, detail-intensive role.
You should be highly organized, responsive, and calm under pressure.
You should be comfortable working with financial, legal, and operational issues.
Our client works in a fast-moving, high-accountability environment.Responsibilities Of The RoleServe as a primary day-to-day contact for a portfolio of small business clients.Respond promptly to client questions about account status, settlement progress, liquidity support, and other operational matters.Ensure clients understand their obligations in the restructuring solution created for them.Maintain a high level of responsiveness and professionalism during sensitive financial situations.Track the status of each client's case, including lender negotiations and legal developments.Monitor indicators of client financial health and operational stability.Identify potential risks to the client or the firm and elevate concerns to management.Escalate issues proactively with clear context and recommended actions.Coordinate information flow between clients, internal staff, and external legal partners.Maintain accurate records of client interactions, financial updates,



and case progress.Assist with documentation and data tracking for settlements, payments, and liquidity support.Ensure data integrity across CRM and internal systems.Build professional, trust-based responsive relationships with clients during stressful financial periods.Maintain a calm, organized process that increases client confidence and cooperation.Help drive a consistent, organized client experience across all engagements.Required Experience And QualificationsAt least 4 years of experience in financial services.Experience managing a portfolio of active client matters, accounts, or cases.Experience working with sensitive financial, legal, or account-related information.Ability to identify emerging issues and elevate them effectively.Strong written communication skills.Disciplined follow-through.Ability to work independently in a fully remote role.Bachelor's degree required.C1 or C2 English level required.Preferred SkillsExperience in small-business finance.Experience in distressed or high-friction client situations.Experience with settlement, payment, negotiation, or documentation workflows.Familiarity with merchant cash advances or similar financial products.PersonalityHighly organized.Responsive.Calm under pressure.Detail-oriented.Commercially practical.Comfortable taking ownership without heavy supervision.Self-directed.Dependable.Proactive.Software & ToolsCRM systems.Case-management systems.ScheduleMonday to Friday09:00 AM - 05:00 PM ET40 hours per weekNo weekendsSalary And BenefitsPayment in USD or Local Currency according to candidate's preference.Full-time remote opportunity.
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📌 Customer Account Specialist (Santa Fe)
🏢 Virtustant
📍 Santa Fe