14 Sep
|
Peloton Technologies
|
British Columbia
14 Sep
Peloton Technologies
British Columbia
Remote, Coast to Coast Peloton Technologies is a fully remote company - there's no office to relocate for, no expectation of "a few days a week". Our team is spread across Canada, and we've built our tools, meetings, and culture around that. Wherever in Canada you call home, that's where you'll work.
About Peloton Technologies At Peloton Technologies, we're transforming the payments landscape for small businesses and enterprises alike. Our platform helps business owners manage payments, optimize cash flow, and streamline operations - from seamless point-of-sale transactions to enterprise payment solutions. By building smarter, more connected payments infrastructure, we make it easier for businesses to thrive.
Founded in 2010 on Vancouver Island, Peloton has grown into a national brand with a team working remotely across Canada. Our culture is grounded in five core values - Teamwork, Respect, Trust, Innovation, and Passion - that shape how we collaborate and make decisions.
Role Overview The Client Success & Support Specialist ensures that clients are supported, engaged, and successful with Peloton’s products while maintaining accuracy and integrity in payment operations. This role combines reactive support, proactive client success, training, and operational responsibilities, including processing transactions, monitoring financial activity, and assisting with reconciliation.
Specialists work closely with the Manager and cross-functional teams to deliver an exceptional client experience and operational excellence.
Key Responsibilities Client Support & Issue Resolution Receive, triage, and resolve client issues efficiently, escalating complex problems to the Manager or relevant teams
Troubleshoot operational or product-related issues and provide timely solutions
Track and communicate ticket status and resolution timelines
Proactive Client Success Collaborate with Sales and Client Activation teams during client onboarding and account transitions, ensuring all customer information, expectations, and workflows are clearly communicated and properly documented
Monitor client health and product usage within assigned accounts
Identify opportunities to deepen adoption and ensure clients realize value
Participate in periodic business reviews and provide insights to the Manager
Contribute to initiatives that improve client retention
Client Advocacy & Feedback Represent the client internally by surfacing recurring issues, product gaps, and improvement opportunities
Provide input on product, onboarding, and documentation improvements
Training & Enablement Deliver ongoing training for clients on current features or releases across POS and Bill Pay by Card
Help clients adopt self-service tools, documentation, and guides
Support onboarding and feature adoption for new staff, as required
Transaction Processing & Financial Operations Ensure all operational tasks and payments are correctly set up during client handoff from Client Activation team
Process client transactions, including electronic payments using various systems and tools, ensuring accuracy and completeness
Complete daily monitoring of financial partners returned items report and enter returns into Peloton’s system
Identify discrepancies, alert management, Finance, and Risk & Compliance teams as needed, and follow up with clients on alerts
Verify new clients’ bank account details through inspection of uploaded void cheques
Facilitate periodic and on-demand client transactions, including generating receipt/transaction confirmations
Assist with corporate supplier transactions and back-office procedures, including chargebacks
Support reconciliation of the Peloton Electronic Payment Processing (EPP) system with the Finance department
As required, engage with service providers in relation to POS solutions, which could encompass working with software POS providers, gift card partners, lenders, etc.
Merchant, Web, and Technical Enablement Provide technical support for merchant services clients by assisting with inquiries, basic troubleshooting, and creating client-friendly documentation
Support clients and Advisors with issues related to statements, deposits, funding timelines, and merchant equipment via phone and email, coordinating with service providers when required
Set up, configure, test, and coordinate shipping or replacement of merchant equipment, ensuring devices are properly prepared and deployment-ready
Assist with setup and configuration, merchant account updates, and provide guidance on refunds, chargebacks, and PCI compliance
Maintain internal documentation to support consistent and efficient merchant services support
Manage web-related services and e-stores for clients enrolled in those plans, including completing scheduled maintenance and updates based on subscription level
Perform other duties as assigned, consistent with the scope of the role.
Qualifications and Experience 2+ years in client success, support, or operations, ideally in fintech, SaaS, or payments
Strong communication, problem-solving, and organizational skills
Familiarity / experience with in-store POS solutions is an asset
Comfortable managing both client-facing interactions and financial operations
Experience with payment processing, reconciliation, and back-office procedures is preferred
Attention to detail, analytical mindset, and ability to manage multiple priorities
Proficient with CRM, support ticketing, and payment systems
Total Rewards As an early-stage company, Peloton employees are also Peloton owners - you'll earn stock in the company through our Employee Stock Ownership Plan (ESOP).
Peloton is a fully remote workplace. You'll work from wherever you're based in Canada, with all the equipment you need provided and dedicated support from the team. We come together in person through regional hubs for townhalls and events.
This position offers a competitive benefits plan designed to support you and your family, including extended health care, dental, counselling services, and life insurance.
The annual salary range for this position is determined via job-related knowledge, skills, experience, market demand, and internal equity. This role offers a base salary of $55,000 - $75,000.
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📌 Client Success & Support Specialist-REMOTE (British Columbia)
🏢 Peloton Technologies
📍 British Columbia