Fintech Account Executive
WorkwaveFull Time
Senior (5 to 8 years)
Candidates should have 5+ years of experience in operations, service delivery, customer success, or support, preferably in fintech, compliance, or payroll. Direct experience with tax, compliance, or payroll operations, especially in partner-facing or high-volume environments, is required. Proven ability to operate with urgency and ownership in high-complexity, fast-moving environments, strong communication skills across technical and non-technical audiences, and experience using structured data to identify trends and drive improvements are essential. Familiarity with tools like Slack, ChatGPT, Notion, and Zendesk is also beneficial.
The Service Delivery Specialist will triage and resolve complex partner escalations across payroll, tax, compliance, and money movement, acting as a subject matter expert. They will monitor partner Slack channels, respond with urgency, and provide direct support to early-stage partners. The role involves analyzing escalation trends to identify root causes and recommend improvements, surfacing key themes and risks to leadership, and partnering cross-functionally with Ops, Product, and Engineering to streamline workflows. Additionally, they will take ownership of internal and partner-facing documentation to ensure it remains up-to-date and aligned with evolving processes.
Provides embedded payroll services for software platforms
CheckHQ offers embedded payroll services tailored for software platforms in the fintech sector. Their primary product is a payroll system that can be integrated into existing software, allowing businesses to create and manage their own payroll services. This integration helps platforms like Homebase and Housecall Pro enhance their offerings, leading to increased revenue and improved customer retention. Unlike traditional payroll providers, CheckHQ focuses on partnerships, supplying the necessary back-end technology while the partner platforms handle the customer-facing aspects. This approach enables quicker market entry and scalability, making it easier for platforms to add payroll services without significant upfront investment. The goal of CheckHQ is to empower software platforms to diversify their services and boost customer engagement through effective payroll solutions.