Associate Client Account Manager

Cass Information Systems; North Carolina; On-site; USD 65,000 - 90,000; Full time

Job summary

Cass Information Systems, Inc. is seeking an Associate Client Account Manager to lead client relationships, align Cass services with client needs, and drive growth through process enhancements and training.

The role includes coordinating with internal teams, managing service activities, and ensuring successful delivery of solutions. The position requires strong communication, analytical, and organizational skills, with travel up to 15% and a background in business administration or related

Qualifications

• Bachelor's degree in business administration, data processing or related field.
• 2-4 years of customer relations experience in a technical or business service environment.
• 1-2 years of account management experience with dedicated accounts.
• Experience with church management software is preferred for TouchPoint Business Unit.

Responsibilities

• Independently manages all service activities and communicates to develop an authoritative relationship.
• Demonstrates Cass services and tools to improve process efficiency and quality.
• Responds to internal and client questions and processing issues per procedures.
• Coordinates assignment and management of customer priorities.
• Analyzes issues and communicates solutions to customers, including technical changes to systems.
• Drives process improvements and maintains project logs for system enhancements.
• Delivers new solutions according to customer needs and objectives; keeps stakeholders informed.
• Trains and mentors fellow employees as needed.
• May support assigned accounts with BPO resources.
• Other duties as assigned.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Excel (Pivot Tables / VLOOKUPs)

SQL knowledge

Communication skills

Travel readiness

Education

Bachelor's degree in business administration or related field

Tools

Excel

SQL

CRM software

Job description

The Associate Client Account Manager is responsible for overall management of assigned client accounts by taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client’s and Cass’s business through system enhancements, process improvements, and training to facilitate the client’s full utilization of Cass services and products. Based on business unit, this position will also perform client account representative duties by supporting the daily activities related to processing and provides clear direction to all internal staff concerning client processes. This position also offers guidance to client account representatives regarding day-to-day client needs and inquiries.

PRINCIPAL RESPONSIBILITIES AND DUTIES:

• Independently manages all service activities and communicates verbally and in writing such that an authoritative relationship is developed.
• Possesses a thorough understanding of all services and tools that Cass provides for communication and demonstration to our customers and makes recommendations to improve process efficiency and quality.
• Independently processes and responds to internal and client questions, processing issues, and other requests according to company defined procedures.
• Demonstrates the ability to coordinate the assignment and management of customer priorities.
• Thoroughly analyzes issues and requests including technical changes to processing systems and clearly communicates solutions to customers.
• Ensures application of best practices through consistent evaluation of key metrics, independently driving process improvement efforts to advance account standing.
• May create and maintain a detailed project log to track system enhancements and account related process improvement activities, depending on needs of the business unit.
• Ensures the successful delivery of new solutions according to customer needs and objectives.
• Keeps leadership, appropriate internal resources, and customers informed of significant issues on a timely basis.
• Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.
• Shares knowledge of duties and clients with fellow employees. Helps train and mentor fellow employees.
• Performs account representative duties by responding to internal and client questions, ensuring resolution of processing issues, and other requests related to assigned accounts. May support certain assigned accounts in conjunction with Business Process Outsourcing (BPO) resources.
• Other duties as assigned.

SKILLS AND ABILITIES REQUIRED:

• Strong, well-developed interpersonal skills to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client’s organization.
• A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client’s operational and data processing systems, etc., to meet client needs in a way mutually beneficial to both client and Cass.
• Well-developed organizational skills with consistent time management to handle multiple tasks simultaneously.
• Proficient in Microsoft Office suite with focus on Excel (pivot tables/Vlookups).
• General SQL knowledge preferred for Freight Business Unit.
• A strong ability to communicate effectively, both written and verbally at all levels.
• Ability to travel up to 15%.

MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED:

• A technical level of knowledge normally acquired through completion of a bachelor’s degree in business administration, data processing or related area or an equivalent combination of education and experience.
• 2-4 years of customer relations experience in a technical or business service environment
• 1-2 years of account management experience preferably with dedicated accounts.
• Experience with church management software is preferred for the TouchPoint Business Unit.

ABOUT OUR COMPANY:

Cass Information Systems, Inc. (NASDAQ: CASS) is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communication networks, facilities, and other operations. Disbursing over $94 billion annually on behalf of its clients, and with total assets of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly-owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000®. More information is available at www.cassinfo.com .

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.