Remote Client Account Specialist – Distressed Small Business Clients (Contract)

About Us

We are a small financial services company that helps small businesses resolve unsustainable debt burdens, particularly merchant cash advance (MCA) obligations. Our work combines legal protection, negotiated settlements, liquidity support, and financial restructuring to stabilize businesses and improve long-term viability.

This role may be a fit if you have:
• 2+ years in financial services, loan servicing, collections, loan servicing, merchant services, legal intake / case management
• experience managing clients in financially stressful or time-sensitive situations
• strong written communication and rigorous follow-through
• comfort working independently in a remote, fast-moving environment

We are hiring a Client Account Specialist to monitor the operational and financial status of client businesses and help manage the day-to-day flow of communication, case updates, and account coordination. This role is central to maintaining smooth communication between our clients, internal teams, and legal partners. It is a client-facing, detail-intensive role for someone who is highly organized, responsive, calm under pressure, and comfortable working at the intersection of financial, legal, and operational issues. We work in a fast-moving, high-accountability environment. The people who do best here are calm under pressure, detail-oriented, commercially practical, responsive, and comfortable taking ownership without heavy supervision.

This is a fully remote contractor role. The ideal candidate is self-directed, dependable, and able to work effectively as part of a fast-moving virtual team.

This is not a general customer service role. We are looking for someone who has already worked in financial-services, lending, collections, legal-support, or similarly demanding account environments where clients may be stressed, time-sensitive, and operationally complex.

What You’ll Do

Client communication and support
• Serve as a primary day-to-day contact for a portfolio of small business clients
• Respond promptly to client questions regarding account status, settlement progress, liquidity support, and other operational matters
• Ensure clients understand their obligations in the restructuring solution we create for them
• Maintain a high level of responsiveness and professionalism during sensitive financial situations

Account monitoring
• Track the status of each client’s case, including lender negotiations and legal developments
• Monitor indicators of client financial health and operational stability
• Identify potential risks to the client or the firm and escalate concerns to management
• Escalate issues proactively with clear context and recommended actions

Operational coordination
• Coordinate information flow between clients, internal staff, and external legal partners
• Maintain accurate records of client interactions, financial updates, and case progress
• Assist with documentation and data tracking related to settlements, payments, and liquidity support
• Ensure data integrity across CRM and internal systems

Client experience & relationship support
• Build professional, trust-based responsive relationships with clients during what is often a stressful financial period
• Maintain a calm, organized process that increases client confidence and cooperation
• Help drive a consistent, organized client experience across all engagements

Required experience
• At least 2 years of experience in financial services, lending, collections, loan servicing, merchant services, legal intake, or comparable client-account work
• Experience managing a portfolio of active client matters, accounts, or cases
• Experience working with sensitive financial, legal, or account-related information
• Ability to identify emerging issues and escalate them effectively
• Strong written communication and disciplined follow-through
• Ability to work independently in a fully remote role

Preferred Experience
• Small-business finance
• distressed or high-friction client situations
• settlement, payment, negotiation, or documentation workflows
• CRM / case-management systems
• Familiarity with merchant cash advances or similar financial products

Why This Role
• Direct exposure to complex small-business financial restructuring work
• Opportunity to build expertise in a specialized area of financial services
• Meaningful responsibility in a fast-growing and profitable company
• A role with real operational importance and room to grow with the business

Contract Terms

This is an independent contractor role and does not include employee benefits. Contractors are responsible for their own taxes, filings, and related obligations. Final engagement will be subject to reference checks and any other onboarding requirements we determine are appropriate for the role.

Pay: $60,000.00 - $90,000.00 per year

Benefits:
• Work from home

Application Question(s):
• Have you worked with sensitive financial, legal, or client account information?
• Are you available to work during 9-5 ET?
• Have you worked directly with clients in financially stressful, time-sensitive, or operationally complex situations?
• Do you have at least 2 years of experience in financial services, loan servicing, collections, merchant services, or legal intake / case management?

Education:
• Bachelor's (Required)

Work Location: Remote