Job Overview
Location
New York
Job Type
Full-time
Category
Operations
Date Posted
June 19, 2026
Full Job Description
đź“‹ Description
- • 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.
- • Day to day, you will 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; 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; 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; and collaborate cross-functionally with Onboarding, Finance, Credit, and Risk partners, demonstrating strong communication and alignment across teams.
- • Atlas Computing Inc. is a rapidly growing, mission-driven fintech redefining premium membership experiences. The company values empathy, accountability, and creativity, and fosters a culture that rewards autonomy, encourages innovation, and treats employees with the same level of care provided to members. You will work alongside a passionate, high-performing team in a fast-paced, evolving startup environment where initiative and cross-functional collaboration are essential.
- • In this role, you can develop deep expertise in credit and account operations within a fintech context, strengthen your client service and relationship management skills for high-net-worth individuals, gain experience in cross-functional collaboration across Credit, Onboarding, Finance, and Risk teams, improve your operational and process improvement capabilities, and grow into a trusted advisor who balances member satisfaction with risk and policy considerations in a scaling organization.
🎯 Requirements
- • 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
🏖️ Benefits
- • 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
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Atlas Computing Inc.
Atlas Computing Inc. is a San Francisco–based technology company that develops an AI-native customer relationship management platform. Founded in 2021 by ex-Stripe and Google engineers, the company automates data enrichment, lead qualification and personalized outreach for B2B go-to-market teams. Its system integrates with email, calendar and CRM tools to surface real-time insights, generate contextual drafts and track engagement across the buyer journey. Atlas serves venture-backed startups and mid-market SaaS firms seeking to improve pipeline efficiency without expanding headcount. The company has raised seed funding led by Sequoia Capital and counts Figma, Notion and Anthropic as early design partners.
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