CPI Card Group

Account Manager

• Lead effective meetings with clients and partners, performing prompt follow-up for identified action items.
• Collaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions.
• Analyze client data, providing program solutions efficiently and accurately.
• Communicate timelines, both internally and externally.
• Coordinate with internal departments, including graphics, IT, and production, to ensure all customer needs are met in a timely manner.
• Conduct thorough needs analysis for assigned conversions or projects and seek support from customers based on needs.
• Understand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external).
• Ensure the timely and accurate delivery of client communications; document activity in internal CRM.
• Identify trends and develop customer specific solutions in collaboration with cross-functional expertise.
• Bridge unique client needs with internal expertise to provide creative and appropriate solutions.
• Exceed client expectations by introducing and implementing new and developing solutions and service enhancements.
• Maintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients and serve as integral contributor to the regular Quarterly Business Review (QBR) process.
• Ensure coordination of accurate billing, timely processing of client orders, response to inquiries and scheduling or attending meetings/calls, as needed.

Client Success Specialist – Account Manager

Program Manager

• Works closely with the Director to identify and define product goals and roadmaps, owns the day-to-day delivery and execution of the roadmap;
• Works with Product Manager to define detailed product requirements and drive execution of the technology build;
• Participates in technical discussions to review requirements, inform the technical design, and ensure that what is built supports the vision;
• Translates technical discussions into project plans, timelines, and drives cross-functional teams to deliver on-time;
• Provides status, action plan and recommendations to senior leadership, partners, and internal stakeholders on an ongoing basis;
• Assists in the development of communications, to include ensuring timely and effective communication vehicles exist between program/project teams, sponsors, stakeholders, account managers, etc. and are leveraged effectively.
• Performs ‘buy, build, partner’ analysis and provide recommendations to senior management when defining the best way to get to market for the products you support;
• Participates in annual strategic planning initiatives, including roadmap planning and budget creation activities;
• Supports the creation of documentation and tools required to gain adoption of the products you support;
• Works with legal, accounting, marketing and operations to ensure all components are in place to support the successful delivery of your products;
• Facilitates product training to internal and external stakeholders as needed;
• Supports the business development organization in external facing technical conversations where needed;
• Other duties as assigned by management.

Client Success Specialist – Account Manager

Program Manager, Digital Products