Customer Success - Payment Solutions
Indexed description
Customer Success - Payment Solutions (OSL BizPay)
About the Role
We are seeking a detail-oriented and proactive Operations Specialist to support our growing digital asset business. This role is critical to ensuring a seamless client experience from onboarding through daily transaction support. You will act as the dedicated operational liaison between our clients and internal teams, handling the queries and configuration tasks that currently consume our Business Development team's time—freeing them to focus on revenue generation.
If you have a background in financial services operations, fintech, or crypto, and you thrive on problem-solving and process improvement, this role offers a unique opportunity to build and scale our client operations function.
Key Responsibilities
- Client Onboarding & Configuration: Manage client technical onboarding after KYB completion, including account setup, fee configuration, and platform access. Maintain accurate client data and transaction parameters.
- Daily Operational Support: Handle client queries related to transactions, settlements, and account issues. Provide Ops Q&A support to BD colleagues and clients.
- Transaction Assistance: Guide clients through manual and automated transaction workflows. Support Desk-to-Desk (D2D) operations.
- Case Management: Manage client cases through internal systems (Lark), track service metrics, and ensure timely resolution.
- Process Improvement: Identify recurring issues and recommend system or process enhancements. Maintain SOPs and contribute to continuous improvement initiatives.
Qualifications & Experience
- 3+ years of experience in Client Operations, Customer Success, Sales Operations, or Technical Operations within financial services, fintech, or digital assets.
- Strong understanding of transaction flows, settlements, and operational controls.
- Fluent Mandarin required; professional English preferred.
- Experience with payment systems (Visa, Mastercard, Alipay, global payments) is highly preferred.
- Familiarity with crypto/stablecoins is a strong advantage.
- Proficiency with Lark, Salesforce, or similar case management tools is a plus.
- Detail-oriented, proactive, and eager to learn in a fast-paced environment.
Why Join OSL BizPay?
- Be part of a growing, regulated digital asset platform.
- Work directly with a supportive manager and cross-functional teams.
- Shape the client operations function from the ground up.
- Gain deep exposure to crypto, stablecoins, and global payments.
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