Client Success Manager

CASH DEPOT LTD•Green Bay, WI

8d•$22 - $0•Onsite

About The Position

Client Success Manager Cash Depot is the largest independent provider in the United States specializing in retail cash management, consumer financial services, ATM solutions, and air/vac systems. An award-winning provider of financial technology, equipment, and services since 1983, we are supported by more than 270 operational employees and 160 nationwide service technicians. Our team is dedicated to meeting our partners' needs through top-rated customer service, innovative technology and applications, durable equipment, and dependable on-site maintenance. Join the Cash Depot Family At Cash Depot, you're not just joining a company, you're becoming part of a family. As a nationwide leader in ATM management and financial transaction processing, we help businesses and financial institutions keep cash flowing efficiently across the country. Behind every successful customer relationship is a dedicated team committed to delivering exceptional service, resolving concerns, and ensuring our clients receive the support they need every step of the way. We're looking for a customer-focused, relationship-driven professional who enjoys solving problems, creating positive customer experiences, and serving as a trusted partner for our clients.

Requirements

High School Diploma or GED required.
Two (2) years of customer service, account management, client success, or data entry experience preferred.
Strong computer navigation and multitasking skills with the ability to work across multiple systems.
Excellent verbal and written communication skills.
Strong relationship-building and customer service skills.
Ability to maintain confidentiality and handle sensitive customer information professionally.
Strong organizational skills and attention to detail.
Demonstrated proficiency with Microsoft Office, including Excel, Outlook, and Word.
Ability to adapt to change and thrive in a fast-paced environment.
Critical thinking and problem-solving skills.
Self-motivated team player with a willingness to help customers and colleagues succeed.
High School diploma or GED equivalency
One (1) year of customer service experience
Basic computer navigation and keyboarding skills, including ability to multi-task and navigate between multiple systems
Good written communication skills to include accuracy and relevant client information
Ability to work with confidential information in a professional manner
Ability and willingness to work a flexible schedule/overtime, as needed
Ability to adapt to change and work in a fast paced environment
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Excellent communication and organizational skills as well as a friendly and outgoing personality
Ability to work under pressure and handle multi-task work environment
Must be well organized, detail-oriented and have excellent time-management skills

Responsibilities

Build and maintain strong relationships with customers through proactive communication and outstanding service.
Efficiently navigate multiple systems to resolve customer concerns and inquiries.
Respond to client questions regarding products, services, ATM disputes, contracts, and account-related requests.
Manage customer concerns and complaints while ensuring consistent, high-quality service experiences.
Provide timely follow-up and maintain accurate records of client interactions.
Process customer requests, account updates, ownership changes, reporting requests, and mobile application access.
Submit workflow requests related to new accounts, contracts, and account modifications.
Identify customer needs and recommend appropriate products, services, or solutions.
Guide customers through order processing, inquiries, and account management activities.
Serve as a product expert and provide knowledgeable support regarding company offerings.
Escalate business-impacting issues and collaborate with internal departments to ensure resolution.
Support customer retention efforts by delivering exceptional service and solving issues efficiently.
Assist with special projects and other duties as assigned.