JOB SUMMARY: The Customer Integration Coordinator plays a key role in supporting both prospective and existing fintech customers by providing technical guidance on CFSB’s APIs and technology products. This individual will partner closely with the sales and technical teams during pre-sales discussions and serve as the primary point of contact during a customer’s integration journey. The ideal candidate combines strong technical acumen with excellent communication skills and is passionate about delivering a smooth and efficient customer experience.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Exceptional verbal and written communication skills
• Strong attention to detail and ability to explain technical concepts clearly
• Proficiency with tools and technologies such as APIs, JSON, SQL, and PowerShell
• Analytical mindset with problem-solving abilities
• Comfortable working cross-functionally with both technical and non-technical stakeholders

EDUCATION, TRAINING, AND EXPERIENCE:

• 2+ years of experience supporting or working with APIs or technology products (integration, testing, documentation, or support)
• 2–4 years in a customer-facing technical support or pre-sales engineering role

PREFERRED QUALIFICATIONS

• Experience providing support to fintech or B2B SaaS customers
• Hands-on experience with technical writing or maintaining product documentation
• Familiarity with authentication protocols (e.g., OAuth), webhooks, or related API standards

• Serve as a subject matter expert on CFSB APIs and technology products, with a deep understanding of data flows and integration processes.
• Collaborate with product, sales and engineering team members to provide clear, accurate responses to technical questions during discovery and sales calls.
• Guide customers through the API integration process by offering support for questions relating to authentication, data mapping, error resolution, and troubleshooting unexpected behavior.
• Analyze customer-reported issues to determine root causes—whether due to user error or potential product defects—and coordinate resolution.
• Continuously improve and maintain customer-facing documentation by incorporating common questions, edge cases, and customer feedback.
• Identify opportunities to streamline support processes and enhance the overall customer integration experience