Client Success & Projects Coordinator

FSSI

Lincoln (RI)

On-site

USD 37,000 - 39,000

Full time

14 days+

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Employee Ownership through ESOP
Medical, Dental, Vision & Life
Vacation and holidays
Employee Assistance & Care Programs

Job summary

FSSI in Rhode Island is seeking an Account Representative to join our Client Services team in Lincoln. This onsite role manages client projects in a SaaS environment, coordinating across internal teams and ensuring accuracy from setup through billing.

The ideal candidate will have 1–3 years in B2B account management, strong communication, and a knack for learning technical concepts. You’ll work Monday–Friday at our FSSI facility and enjoy ESOP stock ownership and comprehensive benefits.

Qualifications

  • Must have a bachelor’s degree.
  • 1–3 years of experience in B2B account management, client implementation or related industry experience.
  • Strong problem-solving and critical thinking skills.
  • Ability to grasp and explain technical concepts with ease.
  • Excellent business writing and communication skills with attention to detail.
  • Strong organizational and coordination skills to manage multiple tasks, deadlines, and client needs efficiently.
  • Proficiency in Word, Excel, PowerPoint, Outlook and Teams.

Responsibilities

  • Serve as the primary point of contact between clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Ensure client needs are clearly understood and executed.
  • Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
  • Assist clients in understanding print, mail, and online presentment specifications, troubleshoot technical issues, and create clear technical documentation tailored to client specification.
  • Ensure accurate client billing and generate client reports.
  • Collaborate with teams to enhance efficiency and deliver top-tier service.

Skills

Client management
Project coordination
Technical concepts
Business writing
Communication skills
Organizational skills

Education

Bachelor's degree

Tools

Word
Excel
PowerPoint
Outlook
Teams
Project management tools

Job description

FSSI in Rhode Island is seeking an Account Representative to join our Client Services team in Lincoln. This onsite role manages client projects in a SaaS environment, coordinating across internal teams and ensuring accuracy from setup through billing.

The ideal candidate will have 1–3 years in B2B account management, strong communication, and a knack for learning technical concepts. You’ll work Monday–Friday at our FSSI facility and enjoy ESOP stock ownership and comprehensive benefits.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Success Specialist – Onsite ESOP
Client Success Specialist – Onsite ESOP

FSSI - Financial Statement Services Inc. • Lincoln (RI)

On-site
USD 56,000 - 58,000
Employee Ownership (ESOP)
Health benefits
Vacation & paid holidays
+2
Client Services Representative (Account Management)
Client Services Representative (Account Management)

FSSI - Financial Statement Services Inc. • Lincoln (RI)

On-site
USD 56,000 - 58,000
Employee Ownership (ESOP)
Health benefits
Vacation & paid holidays
+2
Client Services Representative (Account Management)
Client Services Representative (Account Management)

Financial Statement Services, Inc • Oklahoma

On-site
GBP 27,000 - 28,000
ESOP (Employee Stock Ownership Plan)
Benefits package including health
Paid time off and holidays
+2
Client Services Representative (Account Management)
Client Services Representative (Account Management)

FSSI • Lincoln (RI)

On-site
USD 37,000 - 39,000
Employee Ownership through ESOP
Medical, Dental, Vision & Life
Vacation and holidays
+1
Client Success & Projects Manager
Client Success & Projects Manager

Beacon Hill • Addison (TX)

On-site
USD 55,000 - 75,000
Benefits package
Fully onsite
Client Success Specialist - Relationship & Onboarding
Client Success Specialist - Relationship & Onboarding

FF Inc • Jersey City (NJ)

On-site
GBP 34,000 - 49,000
Competitive compensation
Paid training and ongoing support
Full-time schedule
+2
Federal Solutions Account Executive
Federal Solutions Account Executive

DH Technologies, Inc. • Leesburg (VA)

On-site
USD 100,000 - 130,000
Diversity and inclusion initiatives
Participation in E-Verify
Software Engineer
Software Engineer

FSSI - Financial Statement Services Inc. • Lincoln (RI)

Hybrid
USD 85,000 - 115,000
Employee Ownership via ESOP
401(k) & Roth + ESOP
Medical, Dental, Vision & Life
+3
Software Engineer
Software Engineer

FSSI - Financial Statement Services Inc. • Orlando (FL)

Hybrid
USD 85,000 - 115,000
Employee ownership via ESOP
Competitive benefits package
Birthday-off and paid holidays
Senior Accountant
Senior Accountant

Family Service Of Rhode Island Inc • Providence (RI)

On-site
USD 65,000 - 90,000