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Virtual Fintech Jobs in Boston, MA (NOW HIRING)

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including ... Experience supporting clients in person and via virtual communication tools (Teams/Zoom)

Experience in consumer financial services, credit card payments, retail, fintech or consulting with ... You will be required to commute to your nearestHub (either virtual or physical) for in-person ...

Experience in consumer financial services, credit card payments, retail, fintech or consulting with ... You will be required to commute to your nearestHub (either virtual or physical) for in-person ...

Virtual Fintech information

See Boston, MA salary details

$12

$26

$36

How much do virtual fintech jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for virtual fintech in Boston, MA is $26.51, according to ZipRecruiter salary data. Most workers in this role earn between $22.21 and $29.76 per hour, depending on experience, location, and employer.

How do Virtual Fintech professionals typically collaborate with cross-functional teams in a remote environment?

Virtual Fintech professionals often work closely with teams in product development, compliance, marketing, and customer support, even when working remotely. Collaboration is facilitated through digital communication platforms, regular virtual meetings, and shared project management tools. It’s important to be proactive in communication and adapt to different time zones and workflows. Building strong relationships virtually helps ensure smooth project execution and fosters a supportive team dynamic.

What are Virtual Fintech professionals?

Virtual Fintech professionals are experts who work remotely in the financial technology sector, using digital tools to deliver financial services, develop fintech products, or support fintech companies. Their roles can include software development, product management, customer support, compliance, and digital marketing, all focused on innovative financial solutions. They leverage technology to streamline financial transactions, improve user experiences, and ensure regulatory compliance, often collaborating with teams worldwide. Virtual Fintech professionals play a crucial role in driving the digital transformation of financial services.

What is the difference between Virtual Fintech vs Virtual Banking Customer Service Representative?

AspectVirtual FintechVirtual Banking Customer Service Representative
Required CredentialsFinance or tech-related certifications, relevant degreesBanking or finance certifications, customer service experience
Work EnvironmentRemote, tech-driven fintech platformsRemote, banking customer support systems
Employer & Industry UsageFintech startups, online financial servicesBanking institutions, online banking support
Common Search & ComparisonFintech roles, online finance jobsBank customer support, banking jobs online

Virtual Fintech and Virtual Banking Customer Service Representative roles both operate remotely within the financial sector. While Virtual Fintech focuses on innovative financial technology platforms requiring tech-savvy skills, Virtual Banking Customer Service Representatives primarily handle customer inquiries for banking services. Both roles often require finance-related certifications and are employed by financial institutions or fintech companies, but they serve different functions within the industry.

What are the key skills and qualifications needed to thrive as a Virtual Fintech Specialist, and why are they important?

To excel as a Virtual Fintech Specialist, you need a strong understanding of financial services, digital banking, and industry regulations, often supported by a degree in finance, business, or computer science. Familiarity with fintech platforms, digital payment systems, and security protocols, as well as certifications like Certified FinTech Professional (CFtP), is highly beneficial. Strong analytical thinking, adaptability, and excellent communication skills set top performers apart, enabling them to interpret complex data and explain solutions clearly to clients and stakeholders. These skills are crucial for navigating the rapidly evolving fintech landscape, ensuring regulatory compliance, and delivering innovative digital financial solutions.
What are the most commonly searched types of Fintech jobs in Boston, MA? The most popular types of Fintech jobs in Boston, MA are:
What cities near Boston, MA are hiring for Virtual Fintech jobs? Cities near Boston, MA with the most Virtual Fintech job openings:
Infographic showing various Virtual Fintech job openings in Boston, MA as of June 2026, with employment types broken down into 56% Full Time, 22% Part Time, and 22% Contract. Highlights an 74% Physical, 6% Hybrid, and 20% Remote job distribution, with an average salary of $55,133 per year, or $26.5 per hour.

Customer Success Manager

InvoiceCloud

Boston, MA

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 26 days ago


Job description

About InvoiceCloud:

InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It's an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com.

Job Details
The Customer Success Manager builds strong, strategic partnerships with a defined group of clients, ensuring they achieve maximum value from the InvoiceCloud platform. As the primary advocate for your clients, you will guide day-to-day engagement, strengthen retention, influence digital adoption programs, and identify opportunities for product expansion.
Success requires advanced relationship management skills, analytical thinking, industry awareness, and the ability to translate insights into actionable client strategies.
Success Profile
At InvoiceCloud, success is anchored in our core competencies. These competencies guide how every employee delivers impact across their role.
Customer Centric
  • Builds trusted relationships with clients through proactive engagement, empathy, and clear communication.
  • Understands each client's business model, goals, adoption trends, and operational workflows to deliver tailored guidance.
  • Recognizes early signs of risk and acts quickly to maintain satisfaction and prevent churn.
  • Adapts communication style based on audience and context, ensuring clarity and alignment.
  • Shares industry knowledge and best practices related to billing, payments, and customer engagement.
Results Driven
  • Executes strategies that increase digital payment adoption, improve customer experience, and strengthen client retention.
  • Drives measurable improvements across revenue influence, portfolio growth, adoption metrics, and client advocacy.
  • Identifies upsell and cross-sell opportunities aligned with client objectives and produces high-quality customer success qualified leads.
  • Uses Salesforce and internal reporting tools to track performance, analyze trends, and inform client action plans.
  • Maintains strong focus on achieving quarterly and annual performance targets.
Takes Ownership
  • Manages the full lifecycle of client engagement, ensuring consistency, follow-through, and proactive planning.
  • Investigates client challenges and collaborates across teams to resolve issues effectively.
  • Develops technical fluency in client integrations and workflows to guide troubleshooting and effective communication.
  • Documents client discussions, action plans, and insights with accuracy to support continuity.
  • Operates independently with strong judgment, anticipating client needs and addressing them promptly.
Drives Efficiency
  • Establishes scalable communication and engagement cadences to support a diverse book of business.
  • Uses data dashboards, analytics, and structured workflows to prioritize activities and maximize impact.
  • Applies strong time-management and organizational skills to balance multiple client initiatives simultaneously.
  • Identifies operational inefficiencies and provides data-backed recommendations to clients and internal teams.
  • Leverages automated tools, templates, and process improvements to enhance delivery and productivity.
Innovative
  • Brings creative strategies to clients that improve adoption, streamline workflows, and strengthen digital performance.
  • Shares new insights and best practices informed by industry trends and peer comparisons.
  • Uses AI-assisted tools to analyze client data, prepare messaging, and uncover actionable improvements.
  • Experiments with new engagement formats and ideas that elevate client experience and support better results.
  • Continuously looks for ways to enhance internal processes and customer success delivery.
Requirements
  • Strong relationship management experience with a track record of driving retention and growth
  • Experience supporting clients in person and via virtual communication tools (Teams/Zoom)
  • Background in electronic billing, payments, merchant services, or related SaaS platforms preferred
  • Excellent verbal, written, presentation, and interpersonal communication skills
  • Customer-driven and results-oriented, with the ability to influence decision-making
  • Strong organizational, planning, and time-management skills
  • Experience working independently and managing multiple priorities in a fast-paced environment
  • Proficiency with Microsoft Office tools and Salesforce
Travel
Periodic travel to key accounts for onsite meetings or conferences as required.
Benefits
We offer a competitive benefits program including:
  • Medical, dental, vision, life & disability insurance
  • 401(k) plan with company match
  • Flexible Time Off (FTO), wellbeing days, paid holidays, and summer Fridays
  • Mental health resources
  • Paid parental leave & Backup Care
  • Tuition reimbursement
  • Employee Resource Groups (ERGs)

Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we'll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.

Base Compensation Range
$80,000—$95,000 USD

InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race, color, religion, age, sex, nationality, disability, genetic information, veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected under applicable laws.

This commitment applies to all aspects of employment, including recruitment, hiring, placement, promotion, termination, layoff, recall, transfer, leave, compensation, and training.

If you require a disability-related or religious accommodation during the application or recruitment process, and wish to discuss possible adjustments, please contact jobs@invoicecloud.com.

Click here to review InvoiceCloud's Job Applicant Privacy Policy.

For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases, employees, or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.