A
atlasvia Ashby
Credit & Accounts Lead, Member Services
New York$75K - $95K/yrPosted 3mo ago
OtherLeadFull-time#ai-lab
Not sure if you're a good fit?
Upload your resume and TixelJobs AI will compare it against Credit & Accounts Lead, Member Services at atlas. Get a match score, missing keywords, and improvement tips before you apply.
Free preview · Your resume stays private
About the Role
As a Credit & Accounts Lead, you will serve in a member-facing role, supporting credit and account-related inquiries while contributing to operational execution. You will work closely with Credit, Onboarding, and Risk teams to ensure members receive timely, accurate, and thoughtful support across credit and account-related touchpoints. This role is well-suited for someone who brings a strong client service foundation with technical expertise, operates comfortably in fast-paced environments, and demonstrates initiative in a role that continues to evolve within a growing startup.
Responsibilities
Member-Facing Credit and Account Support
- Serve as a primary point of contact for members’ credit and account-related inquiries relating to payments, account activity, and spending requests
- Manage internal and external communications via third-party platforms
- Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
- Resolve routine credit-related requests independently while escalating complex cases with appropriate context
Operations & Administration
- Execute credit and account-related operational workflows, including process documentation updates, payment tracking, account reviews, and exception handling
- Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
Process & Cross-Functional Collaboration
- Follow established credit and account procedures while identifying opportunities to improve clarity, efficiency, and consistency
- Contribute to internal documentation, templates, and process updates as operations scale
- Collaborate cross-functionally with Onboarding, Finance, Credit, and Risk partners, demonstrating strong communication and alignment across teams
Qualifications
• 2–4+ years of experience in customer service, client operations, or relationship management
• Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
• Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
• Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
• Highly organized, detail-oriented, and dependable with strong follow-through
• Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
• Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace, familiarity with Slack and Zendesk is a plus
Preferred Qualifications
- Exposure to credit, finance, lending, payments, or risk-adjacent environments
- Working knowledge of Excel, Access, or Google Sheets
Why Join Us
- Join a rapidly growing, mission-driven fintech redefining premium membership experiences.
- Work alongside a passionate, high-performing team that values empathy, accountability, and creativity.
- Be part of a culture that rewards autonomy, encourages innovation, and treats its employees with the same level of care we provide our members.
- Full medical, dental, and vision coverage, with dependent contribution.
- 401k Plan.
- Flexible Time Off, so you can take the time you need.
- Work from Home Reimbursement to set up your space for success!
Responsibilities
Member-Facing Credit and Account Support
- Serve as a primary point of contact for members’ credit and account-related inquiries relating to payments, account activity, and spending requests
- Manage internal and external communications via third-party platforms
- Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
- Resolve routine credit-related requests independently while escalating complex cases with appropriate context
Operations & Administration
- Execute credit and account-related operational workflows, including process documentation updates, payment tracking, account reviews, and exception handling
- Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
Process & Cross-Functional Collaboration
- Follow established credit and account procedures while identifying opportunities to improve clarity, efficiency, and consistency
- Contribute to internal documentation, templates, and process updates as operations scale
- Collaborate cross-functionally with Onboarding, Finance, Credit, and Risk partners, demonstrating strong communication and alignment across teams
Qualifications
• 2–4+ years of experience in customer service, client operations, or relationship management
• Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
• Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
• Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
• Highly organized, detail-oriented, and dependable with strong follow-through
• Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
• Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace, familiarity with Slack and Zendesk is a plus
Preferred Qualifications
- Exposure to credit, finance, lending, payments, or risk-adjacent environments
- Working knowledge of Excel, Access, or Google Sheets
Why Join Us
- Join a rapidly growing, mission-driven fintech redefining premium membership experiences.
- Work alongside a passionate, high-performing team that values empathy, accountability, and creativity.
- Be part of a culture that rewards autonomy, encourages innovation, and treats its employees with the same level of care we provide our members.
- Full medical, dental, and vision coverage, with dependent contribution.
- 401k Plan.
- Flexible Time Off, so you can take the time you need.
- Work from Home Reimbursement to set up your space for success!
Ready to apply?
This job is active. Apply now to get in early.