Finvari

Customer Support

• Serve as the first point of contact for customer questions through email and chat
• Provide Tier 1 support for product usage, account questions, and technical issues
• Troubleshoot issues by testing workflows, analyzing data, and identifying reproducible steps
• Escalate complex technical issues while maintaining clear customer communication
• Develop deep product knowledge across payments workflows and construction use cases
• Investigate integration-related issues using documentation and structured testing
• Document customer pain points, bugs, and feature requests with clear technical context
• Partner with Product and Engineering to communicate trends and customer impact
• Support testing of new customer-facing features and workflows
• Identify recurring support patterns and recommend scalable solutions
• Improve internal and customer-facing documentation to reduce friction and improve clarity
• Support data quality and operational improvements across systems used by Customer Success and Sales
• Contribute to building efficient support processes as the team scales

Product Support Specialist

Compliance

• Own BSA/AML, sanctions, KYC/KYB, regulatory reporting, and compliance testing programs, collaborating with internal and external stakeholders as needed.
• Serve as the daily primary point of contact and operational liaison for our external issuing bank partner on compliance-related matters.
• Create, maintain, and continuously improve compliance documentation, policies, and SOPs.
• Partner with BSA Officer to develop internal compliance training. Track internal compliance training, develop assessments, and ensure team readiness on compliance obligations.
• Partner with operations and engineering teams to update internal tools and workflows to meet evolving regulatory and partner requirements.
• Serve as a bridge between compliance, business, and technical teams to ensure seamless integration of compliance processes into day to day operations. Partner with Senior Operations Manager to prioritize development roadmap for improvements to the Onboarding tool as well as automation of on-going capture of required customer information (i.e. beneficial ownership and persons with control).
• Research, prepare responses, and ensure all steps necessary to report unusual activities and fraud related activities to proper banking partners, network partners, and other authorities as necessary.

Compliance Manager

Sales Engineer

• Partner with the sales team to deliver engaging product presentations and demos tailored to mid-market construction companies
• Lead the discovery process to uncover critical business challenges and document customer requirements with precision
• Consult with prospects on how Finvari solutions integrate with their existing construction ERP workflows and expense management processes
• Develop and present complex, client-specific prototype demonstrations for larger prospects
• Serve as the internal voice of technical and industry expertise, providing feedback to Product and Leadership based on customer interactions
• Maintain accurate activity and deal support data in our CRM (HubSpot)
• Represent Finvari with honesty, integrity, and professionalism at customer meetings, trade shows, and industry events