Customer Success Manager – Commercial Cards

Zact

Customer Success Manager responsible for the full client experience of commercial card clients. Managing onboarding and ongoing support in a fully remote environment.

Posted 7/2/2026full-timeRemote • California • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing commercial card client relationships, including onboarding, support, and program optimization. Proficient in card operations, dispute resolution, and client communication, with a strong understanding of commercial card products and processing platforms.

Highest-signal resume keywords

Commercial Card Program ManagementClient Communication SkillsCard Processing Platform ExperienceDispute Resolution WorkflowsFamiliarity With Fiserv Tools

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Commercial Card ProductsCard OperationsDispute WorkflowsAuthorization RulesProgram ControlsTransaction DisputesFraud EscalationsACH ExposurePayment File FormatsNetwork Compliance

Soft Skills

Solutions-OrientedSelf-Starter MindsetComposed Under PressureClear Communication

Tools & Technologies

CRM PlatformsZendeskCard Processing PlatformsBack-Office Tools

Industry Keywords

Commercial CardsClient ServicesCustomer SuccessCard IssuanceProgram Management

About the role

Key responsibilities & impact

Serve as the primary relationship owner for a portfolio of commercial card clients, managing onboarding, escalations, and ongoing health reviews.
Man an inbound client support phone line during business hours — fielding questions, triaging issues, and resolving card operations problems in real time.
Field and resolve complex support requests across card issuance, transaction disputes, authorization rules, and program controls.
Partner with card operations and product teams to triage processor-side issues and advocate for client-impacting fixes.
Build and present business reviews (QBRs) covering utilization, exception trends, and program optimization recommendations.
Guide clients through card program changes — new product features, network rule updates, and regulatory changes.
Help build the support playbook — documenting processes, escalation paths, and resolution workflows as the function grows.
Monitor renewal health, proactively flagging at-risk accounts and collaborating on retention plays.

Requirements

What you’ll need

~7 years in customer success, client services, or card operations — with meaningful time directly supporting commercial card programs.
Prior experience at a bank or credit union in a commercial cards capacity (issuing, program management, or card operations).
Strong understanding of commercial card products: corporate cards, purchasing cards, virtual cards, and fleet programs.
Comfortable owning a live phone support queue — responsive, composed, and solutions-oriented under real-time pressure.
Familiarity with card support workflows: disputes, chargebacks, authorization declines, card controls, and fraud escalations.
Excellent client communication skills — able to translate technical card operations issues into clear, calm client-facing language.
Self-starter mindset — you don't need a fully built team or established playbook to do good work.
Hands-on experience with card processing platform(s) — including file formats, dispute workflows, or back-office tools (strongly preferred).
Exposure to ACH, payment file formats, or back-office settlement processes.
Experience with CRM or CS platforms (e.g. Zendesk or similar).
Familiarity with interchange, network compliance, or card program economics.
Note on Fiserv experience: Fiserv platform experience is a meaningful differentiator for this role. Candidates who have worked directly with Fiserv's card processing tools, dispute management system, or data file formats will ramp significantly faster.

Benefits

Comp & perks

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