CPI Card Group

Client Success Specialist

CPI Card Group

full-time

Posted on:

Location Type: Remote

Location: United States

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Tech Stack

VBA

About the role

  • Manage and improve the client experience by ensuring that all client needs are understood and satisfied.
  • Build meaningful relationships with clients.
  • Deliver timely and effective communication and promptly respond to and resolve any unforeseen issues.
  • Collaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions.
  • Analyze client data; provide program solutions efficiently and accurately.
  • Coordinate with internal departments to ensure all customer needs are met in a timely manner.
  • Conduct thorough needs analysis for assigned conversions or projects.
  • Understand and manage client expectations and service needs by building and maintaining positive relationships.
  • 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.
  • Exceed client expectations by introducing and implementing new and developing solutions and service enhancements.
  • Maintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients.

Requirements

  • Bachelor’s Degree in Business or Communications, or equivalent experience
  • 2+ years of client services and/or account management experience
  • Retail banking or financial service industry experience, preferred
  • Strong analytical problem-solving skills, identifying and resolving unique problems.
  • Excellent written and oral communication skills as well as strong interpersonal skills.
  • Demonstrated critical thinking, strong organizational and process-oriented skills including ability to handle multiple projects and details simultaneously and accurately, including good decision making and troubleshooting skills
  • Demonstrated ability to interact and collaborate effectively with others in a diverse environment and to build and maintain positive, professional relationships both internally and externally, and in-person or virtually.
  • Ability to handle pressure of multiple deadlines while maintaining composure and professionalism.
  • Demonstrated ability to deliver client-focused solutions based on client needs
  • Strong customer service and communication skill, including active listening, meeting facilitation, and presenting.
  • Proficient in Microsoft Excel and Word; VBA/Macros
  • Skilled in managing multiple concurrent projects, activities and tasks under time constraints
  • Proficient communication skills including reading, writing and speaking in English.
Benefits
  • Competitive pay rates and an inclusive, empowering and rewarding culture.
  • Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.
  • CPI is an Equal Opportunity Employer, including disability/vets.
  • A complete background including drug screen is contingent upon hire.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
analytical problem-solvingneeds analysisclient data analysisproject managementKPI managementVBAMacros
Soft Skills
communicationinterpersonal skillscritical thinkingorganizational skillsprocess-oriented skillsdecision makingtroubleshootingactive listeningmeeting facilitationpresentation skills
Certifications
Bachelor’s Degree in BusinessBachelor’s Degree in Communications