Dakota Logo

Dakota

Client Operations Specialist

Posted 6 Days Ago
Remote
Hiring Remotely in United States
Junior
Remote
Hiring Remotely in United States
Junior
Own the client support queue for API and business banking clients, investigate payment exceptions across wires, ACH, SWIFT, and stablecoin rails, coordinate with bank partners, monitor transactions and alerts, and communicate onboarding and account updates. The role also involves writing bug reports, creating runbooks and help center content, identifying recurring issues, and driving root-cause fixes with engineering, operations, and compliance teams.
The summary above was generated by AI
About Dakota

Dakota is a stablecoin infrastructure platform powering modern financial products through regulated money movement, stablecoin orchestration, and cross-border settlement. We serve institutional clients — fintechs, payment service providers, marketplaces, and enterprises — through an API-first platform that abstracts the complexity of custody, compliance, settlement, and banking partnerships.

We are a remote first team across North America and Europe. We value high quality work, clear thinking and ownership.

The Role

You’ll join our Client Operations team as the first line for client questions: tracing payments, resolving exceptions, and making sure every client gets a fast, accurate response. You’ll also turn what you learn into runbooks, help center articles, and fixes, so the same problem doesn’t come back.

This is a hands-on role with a lot of ownership. You'll work directly with our operations leadership, engineering, and compliance teams. As you build depth across our payment rails, you’ll have the chance to take on more scope and grow into more senior responsibilities.

What You'll Do
  • Own the client support queue: triage, respond, and resolve inbound questions from API and business banking clients

  • Investigate and resolve payment exceptions across wires, ACH, SWIFT, and stablecoin rails, including traces, returns, recalls, and delayed payments

  • Work with our bank partners on payment investigations

  • Keep clients updated on onboarding and account status

  • Monitor transaction activity and alerts, and flag anything unusual early

  • Write clear bug reports and feature requests so engineering can act fast

  • Build and maintain runbooks and help center articles based on real client questions

  • Spot the top recurring issues each week and push to eliminate them

What We're Looking For
  • 1–3 years in payment operations or client support at a fintech, BaaS provider, neobank, or payments company.

  • Working knowledge of wires, ACH (returns, NOCs, reversals), and SWIFT (MT103s, UETRs, intermediary banks).

  • Comfort reading API responses, transaction data, and logs to figure out what happened

  • Clear, calm writing, especially when the news isn't good

  • An instinct to fix root causes, not just close tickets

  • Sound judgment about what to handle yourself and when to escalate

  • Preference to be based in the Eastern Time (ET) zone

Nice to Have
  • Experience with stablecoins or crypto payment rails

  • Direct experience working exceptions with bank partners

  • Familiarity with Pylon, Salesforce, Linear, Datadog, KYB/C verification tools, or similar tools

  • You use AI tools daily and like building small automations

  • Exposure to KYB/KYC onboarding workflows

How We Work

At Dakota, we value people who:

  • Strive for excellence

  • Practice extreme ownership

  • Experiment fearlessly and learn quickly

  • Stay close to customers

  • Communicate clearly and directly

What We Offer
  • Engaging problems that increase economic freedom globally

  • Competitive salary and equity

  • Employee-friendly equity terms (extended exercise)

  • Remote work, no commuting to the office

  • Paid co-working space/desk at an office

  • Health, dental, and vision insurance

  • Regular team events and off-sites

Similar Jobs

One Month Ago
In-Office or Remote
85K-110K Annually
Mid level
85K-110K Annually
Mid level
Artificial Intelligence • Healthtech • Information Technology • Software
Own daily customer operations for a healthcare software platform, including support triage, first-line data troubleshooting, account health monitoring, value analysis, onboarding, customer communications, and cross-functional coordination. The role turns customer needs into scoped work, keeps account workstreams moving, supports renewals and expansions, maintains knowledge resources, and surfaces product feedback and adoption opportunities to leadership and internal teams.
Top Skills: ClaudeDashboardsSnowflakeSpreadsheetsSQLStructured Data
2 Months Ago
In-Office or Remote
62K-72K Annually
Junior
62K-72K Annually
Junior
Fintech • Professional Services • Financial Services
Manage end-to-end client operational workflows including onboarding, account maintenance, and custodial communications. Maintain and enhance CRM workflows (PractiFi), update portfolio data (Orion), process client forms and e-signatures, coordinate with custodians (Charles Schwab), and continuously improve operations. Support recruiting and training on the Operations team and act as a reliable, service-oriented administrative partner for planners and advisors.
Top Skills: Charles SchwabOrion Advisor ServicesPractifiSlackZoom
Yesterday
Remote or Hybrid
108K-203K Annually
Senior level
108K-203K Annually
Senior level
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
The Strategic Account Manager is responsible for managing relationships with key Food & Beverage sellers, driving revenue growth through account management, providing technical solutions, and collaborating with cross-functional teams.
Top Skills: Commerce TechnologyTechnical Solutions

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account