Associate Client Account Manager

Cass Information Systems • Columbus, OH

8d

About The Position

The Associate Client Account Manager manages assigned client accounts and develops mutually beneficial relationships to support account growth and the success of both the client and Cass. The role advances clients’ use of Cass services and products through system enhancements, process improvements, and training. Depending on the business unit, the position may also perform client account representative duties, support daily processing activities, provide direction to internal staff on client processes, and guide representatives on day-to-day client needs and inquiries.

The position independently manages service activities, responds to client and internal requests, coordinates customer priorities, analyzes issues—including technical processing-system changes—and communicates solutions. It evaluates account metrics and drives process improvements, supports successful delivery of new solutions, and keeps relevant leaders, internal resources, and clients informed of significant issues. The role also shares knowledge and helps train and mentor colleagues. Travel of up to 15% is required.

Cass Information Systems, Inc. provides integrated information and payment management solutions. Its services support visibility, control, and efficiency in clients’ supply chains, communication networks, facilities, and other operations.

Requirements

• Bachelor’s degree in business administration, data processing, or a related area, or an equivalent combination of education and experience.
• 2–4 years of customer relations experience in a technical or business service environment.
• 1–2 years of account management experience, preferably with dedicated accounts.
• Strong interpersonal skills to support client responsiveness and build working relationships with clients and other departments.
• Analytical skills to process inquiries, evaluate requests and procedures, implement appropriate actions, and understand client operational and data-processing systems.
• Organizational skills and consistent time management to handle multiple tasks simultaneously.
• Proficiency in Microsoft Office, particularly Excel, including pivot tables and VLOOKUPs.
• Ability to communicate effectively in writing and verbally at all levels.
• Ability to travel up to 15%.

Nice To Haves

• General SQL knowledge is preferred for the Freight Business Unit.
• Experience with church management software is preferred for the TouchPoint Business Unit.

Responsibilities

• Manage assigned client accounts and develop mutually beneficial working relationships.
• Support account growth and the success of both the client’s and Cass’s business through system enhancements, process improvements, and training.
• Manage service activities independently and communicate with clients and internal teams to develop an authoritative relationship.
• Understand Cass services and tools, demonstrate them to customers, and recommend improvements to process efficiency and quality.
• Respond to internal and client questions, processing issues, and other requests according to company procedures.
• Coordinate the assignment and management of customer priorities.
• Analyze issues and requests, including technical changes to processing systems, and communicate solutions clearly to customers.
• Evaluate key metrics and independently drive process improvement efforts to advance account standing.
• As needed, create and maintain project logs for system enhancements and account-related process improvements.
• Ensure successful delivery of new solutions according to customer needs and objectives.
• Keep leadership, appropriate internal resources, and customers informed of significant issues in a timely manner.
• Represent the company positively and in accordance with its written principles, without management oversight.
• Share knowledge of duties and clients with fellow employees, and help train and mentor them.
• Perform account representative duties by responding to questions, ensuring resolution of processing issues, and handling other requests related to assigned accounts.
• Depending on business-unit needs, support assigned accounts in conjunction with Business Process Outsourcing resources.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level