Client Service Manager, Velocity-Remote

CSI

1d • Remote

About The Position

Are you passionate about turning data into actionable insights and building strong client relationships? CSI is seeking a Client Service Manager (CSM) to join our team and help drive client success through strategic analysis and consultative support. In this role, you’ll work closely with clients, strategists, and data scientists to deliver impactful presentations and ensure the smooth execution of our programs. You’ll report directly to the Director of Client Service and play a key role in maintaining long-term partnerships. As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com

Requirements

• Bachelor’s degree or equivalent experience.
• 7+ years of business analysis experience, including at least 4 years in financial services.
• Strong consultative and problem-solving skills with a focus on collaboration.
• High attention to detail and a proactive, customer-first mindset.
• Proficiency in tools such as R, SQL, Power BI, Excel, and PowerPoint.
• Solid understanding of statistical methods and data interpretation.
• Excellent communication and presentation skills, including executive presence.
• Strong project management capabilities.
• Willingness and ability to travel up to 30%, including overnight trips.
• Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.

Nice To Haves

• Experience in B2B sales or fintech is a plus.
• Banking industry experience is a bonus.

Responsibilities

• Serve as the primary point of contact for clients, providing strategic guidance and ensuring program success.
• Coordinate and manage the client analysis schedule to ensure timely reviews.
• Create and deliver presentations using data from CSI’s internal warehouse and other sources.
• Collaborate with internal teams to optimize implementation and project management processes.
• Analyze data using statistical methods and translate findings into clear, actionable insights.
• Participate in decisions related to data collection, study design, and methodology.
• Test business applications to ensure system requirements are met.
• Share knowledge and best practices with internal teams to enhance overall performance.

Benefits

• Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance.
• We also offer a comprehensive range of benefits.
• To learn more about our benefits, visit: Benefits Summary
• CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law.
• If you need an accommodation during the recruitment process, please email us at [email protected] and we will work with you to meet your accessibility needs.
• For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees