Technical Account Manager - Strategic Accounts
About The Position
Cash Depot is seeking a technically inclined, highly organized Technical Account Manager focused on convenience store customers and large strategic accounts. The position serves as a primary contact for new and existing customers, providing account management, technical support coordination, onboarding, training, and operational oversight. The role manages complex customer relationships, prepares ATM processing agreements, coordinates service implementations, supports financial technology offerings, and investigates transaction and deposit discrepancies. The Technical Account Manager leads onboarding and customer training, navigates multiple systems, analyzes account information, and works with internal departments to resolve customer needs accurately and on time. Success requires strong organization, technical confidence, sound judgment, and accountability for customer requests. The position supports major customer relationships and ATM processing services while helping grow Cash Depot’s financial technology solutions. This is a full-time position in a professional office environment, Monday through Friday, 8:00 a.m. to 5:00 p.m.; occasional overtime is required. The job is located at 1740 Cofrin Dr, Green Bay, Wisconsin.
Requirements
- At least 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 and sound judgment.
- Ability to work independently in a fast-paced environment.
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 potential account-retention risks.
- Handle escalated customer concerns professionally.
- 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 contractual 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
