Technical Account Manager - Strategic Accounts

CASH DEPOT LTD•Green Bay, WI

21h•$22 - $25•Onsite

About The Position

Cash Depot is seeking a technically inclined, highly organized Technical Account Manager to support convenience store customers and large strategic accounts. The Account Management team supports important customer relationships and Cash Depot’s core business. This position calls for a proactive professional who can take ownership of customer needs, support account retention, maintain technical accuracy and operational efficiency, and manage competing priorities with attention to detail. The Technical Account Manager is a primary point of contact for new and existing customers. The role provides account management, technical support coordination, customer onboarding and training, and operational oversight. Responsibilities include managing complex relationships, preparing ATM processing agreements, coordinating implementations, supporting financial technology offerings, and investigating transaction and deposit discrepancies. The role involves independently leading onboarding and training, working across multiple systems, analyzing account information, and collaborating with internal departments to resolve customer needs accurately and promptly. The position is based at 1740 Cofrin Dr, Green Bay, Wisconsin, and operates in a professional office environment. Work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional overtime required.

Requirements

Minimum of 4 years of experience in account management, customer service, sales, technical support, financial services, or a related field.
Strong technical aptitude and ability to quickly learn complex software applications and financial processing platforms.
Exceptional organizational, time-management, and prioritization skills.
Strong analytical, investigative, and problem-solving abilities.
Excellent written and verbal communication skills, including presentation and training capabilities.
Proficiency in Microsoft 365, including Excel, Outlook, Word, and Teams.
Ability to interpret business agreements, financial data, and technical information accurately.
Strong interpersonal skills, sound judgment, and ability to work independently in a fast-paced environment.
Ability to manage customer and project priorities, take initiative, and maintain accountability for follow-through.

Nice To Haves

Experience with CRM systems, transaction reporting, or financial technology.
Interest in gaming, technology, or strategy-based activities, particularly when paired with strong professional communication and organizational skills.

Responsibilities

Manage and strengthen relationships with existing customers, including major convenience store chains and strategic accounts.
Provide proactive communication, timely issue resolution, and consistent follow-through to deliver customer service.
Identify customer needs, opportunities for additional services, and risks to account retention.
Handle escalated customer concerns professionally while maintaining strong relationships.
Learn and support ATM processing systems, transaction activity, terminal management, and reporting platforms.
Investigate deposit discrepancies, settlement issues, transaction exceptions, and processing concerns using financial records and system reports.
Troubleshoot technical issues and coordinate resolutions with internal departments.
Support additional financial technology services, including cryptocurrency-related features and other value-added offerings.
Stay current on system updates, processing requirements, and new technology.
Lead customer onboarding from initial setup through implementation, ensuring accurate documentation and timely completion.
Conduct virtual customer training through Microsoft Teams, Zoom, and other platforms.
Explain ATM processing systems, reporting tools, account features, and additional services to customers.
Coordinate new installations, account transitions, and service implementations with internal teams.
Develop and maintain customer training materials and onboarding resources.
Prepare, review, and coordinate ATM processing agreements, amendments, and customer documentation.
Verify agreement accuracy, including pricing, processing arrangements, and additional service requirements.
Maintain organized customer records, account information, and agreement documentation.
Manage competing priorities, customer requests, projects, and deadlines independently.
Prioritize work based on urgency, customer impact, and business needs.
Maintain accurate task tracking, detailed documentation, and timely follow-up.
Identify process improvements that increase efficiency and enhance the customer experience.
Collaborate with Sales, Customer Service, Technical Support, Field Service, Accounting, and Operations.
Perform additional responsibilities and projects as assigned.