Client Success & Growth Specialist

Cass-Information-Systems; Brighton (MI); On-site; USD 65,000 - 95,000; Full time

Job summary

TouchPoint, part of Cass Information Systems, seeks a Client Success Manager to build positive client relationships and maximize satisfaction. You will understand client operations and data needs across Cass platforms to deliver mutual value and drive additional Cass services.

You will lead by coordinating with sales, marketing, and operations to expand revenue, monitor engagements via Salesforce, and ensure ongoing client success throughout renewal cycles.

Qualifications

• Bachelor’s degree in business administration, marketing, accounting or equivalent experience
• 2+ years of combined experience in client relations, sales, and management in a business-to-business service environment
• Experience working with a team to achieve objectives
• Ability to travel occasionally

Responsibilities

• Develop business development strategies to expand relationships and increase revenue from existing clients
• Coordinate with sales and marketing to identify decision makers and upsell opportunities
• Maintain client relationships using Salesforce and deliver regular reporting
• Manage client statements of work, renewal terms, and revenue adjustments
• Run operational governance meetings and ensure client satisfaction

Skills

Team collaboration

Goal orientation

Professionalism

Communication

Motivation

Autonomy

Travel readiness

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

TouchPoint, part of Cass Information Systems, seeks a Client Success Manager to build positive client relationships and maximize satisfaction. You will understand client operations and data needs across Cass platforms to deliver mutual value and drive additional Cass services.

You will lead by coordinating with sales, marketing, and operations to expand revenue, monitor engagements via Salesforce, and ensure ongoing client success throughout renewal cycles.