Client Success Manager
About The Position
Cash Depot is seeking a customer-focused, relationship-driven Client Success Manager to serve as a primary point of contact for customers. The role builds and maintains client relationships, supports customers with questions and concerns, and helps ensure a positive experience across interactions. The Client Success Manager works with internal teams to resolve issues, coordinate account activity, and support client satisfaction and retention. The position involves handling product and service questions, ATM disputes, contracts, account requests, and operational concerns. The successful candidate will navigate multiple systems, process customer requests and account changes, maintain accurate interaction records, and provide timely follow-up. This is a full-time role in a professional office environment, with core weekday hours, a weekend rotation, evening coverage, and occasional overtime. Cash Depot describes itself as a nationwide provider of retail cash management, consumer financial services, ATM solutions, and air/vac systems. The company has provided financial technology, equipment, and services since 1983 and is supported by more than 270 operational employees and 160 nationwide service technicians.
Requirements
- High school diploma or GED equivalency.
- One year of customer service experience.
- Basic computer navigation and keyboarding skills, including the ability to multitask and navigate multiple systems.
- Good written communication skills, including accuracy and the ability to provide relevant client information.
- Ability to handle confidential information professionally.
- Ability and willingness to work a flexible schedule and overtime as needed.
- Ability to adapt to change and work in a fast-paced environment.
- Proficiency with basic computer applications, including Microsoft Office software.
- Strong verbal communication, organizational, and customer service skills.
- Ability to work under pressure and handle a multitasking work environment.
- Strong attention to detail and time-management skills.
Nice To Haves
- Two years of customer service, account management, client success, or data entry experience is preferred.
Responsibilities
- Build and maintain strong customer relationships through proactive communication and outstanding service.
- Navigate multiple systems to resolve customer concerns and inquiries.
- Respond to questions regarding products, services, ATM disputes, contracts, and account-related requests.
- Manage customer concerns and complaints while ensuring high-quality service experiences.
- Follow up with customers in a timely manner 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.
- Provide knowledgeable support as a product expert on company offerings.
- Escalate business-impacting issues and collaborate with internal departments to resolve them.
- Support customer retention by delivering strong service and resolving issues efficiently.
- Assist with special projects and other duties as assigned.
Benefits
- Competitive pay
- Profit sharing
- Bonus program
- Paid training and professional development
- Medical, dental, and vision benefits
- Company-paid life insurance
- Company-paid short-term disability
- 401(k) with company match
- Paid time off and paid holidays
- Advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
