Client Success Manager

SAAS; Green Bay (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Profit sharing bonus

Paid training and development

Medical, dental, and vision benefits

Company-paid life insurance

Short-Term Disability (STD)

401(k) with company match

Paid time off and holidays

Advancement opportunities

Job summary

Cash Depot is seeking a Client Success Manager to act as the primary contact for customers, building strong relationships and ensuring a positive experience across all interactions.

You will address concerns, provide product support, coordinate account updates, and identify opportunities to strengthen engagement and retention while collaborating with internal teams to resolve issues.

Qualifications

• High School diploma or GED required.
• 1 year of customer service experience preferred.
• Strong computer navigation and multitasking skills across systems.
• Excellent verbal and written communication.
• Ability to handle confidential information professionally.
• Detail-oriented with strong organizational skills.
• Proficiency in Microsoft Office (Excel, Outlook, Word).

Responsibilities

• Build and maintain strong customer relationships via proactive communication and outstanding service.
• Navigate multiple systems to resolve customer concerns and inquiries.
• Respond to client questions about products, services, contracts, and account requests.
• Manage customer concerns and complaints while delivering high-quality service.
• Provide timely follow-up and accurate records of client interactions.
• Process requests for account updates, ownership changes, and reporting.
• Identify customer needs and recommend suitable products or solutions.
• Escalate issues with business impact and collaborate to resolve.
• Support retention efforts and assist with special projects as needed.

Skills

Customer service

Account management

Client success

Data entry

Education

High School Diploma or GED

Tools

Microsoft Office

Excel

Outlook

Word

Job description

Client Success ManagerCash Depot is the largest independent provider in the United States specializing in retail cash management, consumer financial services, ATM solutions, and air/vac systems. An award-winning provider of financial technology, equipment, and services since 1983, we are supported by more than 270 operational employees and 160 nationwide service technicians. Our team is dedicated to meeting our partners' needs through top-rated customer service, innovative technology and applications, durable equipment, and dependable on-site maintenance.Join the Cash Depot FamilyAt Cash Depot, you're not just joining a company, you're becoming part of a family.As a nationwide leader in ATM management and financial transaction processing, we help businesses and financial institutions keep cash flowing efficiently across the country. Behind every successful customer relationship is a dedicated team committed to delivering exceptional service, resolving concerns, and ensuring our clients receive the support they need every step of the way.We're looking for a customer-focused, relationship-driven professional who enjoys solving problems, creating positive customer experiences, and serving as a trusted partner for our clients.What We OfferCompetitive payProfit Sharing Bonus ProgramPaid training and professional developmentComprehensive medical, dental, and vision benefitsCompany-paid Life InsuranceCompany-paid Short-Term Disability (STD)401(k) with company matchPaid time off and paid holidaysAdvancement opportunitiesStable, growing organizationAbout the RoleAs a Client Success Manager, you will serve as a primary point of contact for our customers, helping to build strong client relationships while ensuring a positive experience throughout every interaction. You will work closely with customers to address concerns, answer questions, provide product support, coordinate account updates, and identify opportunities to strengthen customer engagement and retention.Success in this role requires strong communication, problem-solving abilities, attention to detail, and a commitment to delivering exceptional customer service. You'll act as an advocate for our customers while collaborating with internal teams to ensure timely resolution of issues and ongoing client satisfaction.What You'll DoBuild and maintain strong relationships with customers through proactive communication and outstanding service.Efficiently navigate multiple systems to resolve customer concerns and inquiries.Respond to client questions regarding products, services, ATM disputes, contracts, and account-related requests.Manage customer concerns and complaints while ensuring consistent, high-quality service experiences.Provide timely follow-up and maintain accurate records of client interactions.Process customer requests, account updates, ownership changes, reporting requests, and mobile application access.Submit workflow requests related to new accounts, contracts, and account modifications. Identify customer needs and recommend appropriate products, services, or solutions.Guide customers through order processing, inquiries, and account management activities.Serve as a product expert and provide knowledgeable support regarding company offerings.Escalate business-impacting issues and collaborate with internal departments to ensure resolution.Support customer retention efforts by delivering exceptional service and solving issues efficiently.Assist with special projects and other duties as assigned.What Makes This Role UniqueThis is more than a traditional customer service position. You'll serve as a trusted partner to our clients, helping them navigate products, services, and operational challenges while building long-term relationships.You'll gain valuable experience in client relationship management, problem resolution, account coordination, customer retention, and operational support, all while playing a key role in customer satisfaction and company success.What We're Looking ForHigh School Diploma or GED required.Two (2) years of customer service, account management, client success, or data entry experience preferred.Strong computer navigation and multitasking skills with the ability to work across multiple systems.Excellent verbal and written communication skills.Strong relationship-building and customer service skills.Ability to maintain confidentiality and handle sensitive customer information professionally.Strong organizational skills and attention to detail.Demonstrated proficiency with Microsoft Office, including Excel, Outlook, and Word.Ability to adapt to change and thrive in a fast-paced environment. Critical thinking and problem-solving skills.Self-motivated team player with a willingness to help customers and colleagues succeed.Why Cash Depot?This is more than a customer service role. It's an opportunity to become a trusted advisor to our clients, contribute directly to customer success, and build a long-term career with a company that values teamwork, innovation, and professional growth.Join Cash Depot and help deliver exceptional client experiences every day.REQUIREMENTS: (Education, Experience, Skills, Abilities)High School diploma or GED equivalencyOne (1) year of customer service experienceBasic computer navigation and keyboarding skills, including ability to multi-task and navigate between multiple systemsGood written communication skills to include accuracy and relevant client informationAbility to work with confidential information in a professional mannerAbility and willingness to work a flexible schedule/overtime, as neededAbility to adapt to change and work in a fast paced environmentDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsExcellent communication and organizational skills as well as a friendly and outgoing personalityAbility to work under pressure and handle multi-task work environmentMust be well organized, detail-oriented and have excellent time-management skillsPHYSICAL REQUIREMENTS:The physical demands described here are representative of those that must be met by Team Members to successfully perform the essential functions of the job.While performing the duties of this job, the Team Member is regularly required to talk and hear. Required to frequently sit, stand, walk, use hands to finger, handle or feel, and reach with hands and arms.The Team Member is occasionally required to lift and/or move 50+ pounds, sit; stoop, bend and kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.WORK ENVIRONMENT:This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines, etc.This is a full-time position. Core days/hours are Monday through Friday, 8:00 am to 5:00 pm, Saturday and Sunday, 8:00 am to 4:00 pm. (Weekend rotation schedule.) Evening hours are Monday through Friday until 8:00 pm. Occasional overtime required.OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.