Client Support Manager

Onbe Financial Services; Conshohocken (Montgomery County); Hybrid; USD 79,200 - 89,250; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Unlimited PTO

Work From Anywhere

Generous Parental Leave

Job summary

Onbe Financial Services is seeking a Client Support Manager to develop strategic relationships and manage program health for a defined client portfolio. You will balance client advocacy with Onbe’s interests, identify opportunities, and collaborate with Sales to drive growth.

The role is hybrid, requiring onsite presence 2 days per week in the Chicago, Philadelphia, or Dallas metro areas, with occasional travel.

Qualifications

• Minimum of 3+ years of industry experience or experience in building & managing client relationships preferred.
• Excellent communication and relationship-building skills.

Responsibilities

• Serve as subject matter expert on the account to defend revenue and support growth of the existing account.
• Review key reports and metrics, analyze data, and identify issues or opportunities.
• Participate in the annual client budgeting and review monthly variances to actuals.
• Conduct effective routine conversations and presentations for clients.
• Assist with the Implementation process as needed and attend go-live calls.

Skills

Client relationships

Communication

Job description

About Onbe

Onbe, a fast‑growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!

Summary

The Client Support Manager (CSM) is responsible for developing strategic relationships and managing the overall program health for a defined portfolio of clients. To be successful, the CSM will gain an intimate understanding of their clients’ programs, competitive landscape, and business goals. The CSM will have a positive relationship with client contacts and decision‑makers. The CSM must balance being an advocate for the client and Onbe. A successful CSM understands Onbe's strategic direction and effectively identifies new opportunities within existing clients, and knows when and how to collaborate with Sales.

Location and Travel

This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.

Responsibilities

• Serves as subject matter expert on the account to defend revenue and support the growth of the existing account
• Review key reports and metrics related to the program, analyze the data, and discern any issues or opportunities.
• Participates in the annual client budgeting exercise and reviews numbers monthly for variances to actual analysis.
• Conducts effective routine conversations and presentations for clients.
• Engage in the Implementation process as needed – attend kick off builds, create the Journey Map, stay abreast of the project health, and attend the go‑live call.
• Responsible for ensuring first‑order health for new clients and/or programs
• Works closely with the Client Success Specialist and Client Service to ensure that tasks that are done to support the client's health are done timely and accurately (i.e., order processing, payments, service inquiries, etc.)
• Knows when to properly escape existing client issues to ensure accurate resolution and cross‑functional prioritization
• Responsible for healthy CSAT and NPS scores (measured annually) – and creating an account plan based on the CSAT results
• Attend internal and external client meetings
• Assist Sales with the Account Plan and Situational Analysis (annual exercise)
• Assist the Director of Client Success in mentoring and coaching Client Success Specialists on strengths you’ll need to grow in your own career
• Works on internal development projects as assigned and proactively created from their own identified business needs

Qualifications

• Minimum of 3+ years of industry experience or experience in building & managing client relationships preferred. Excellent communication and relationship‑building skills.

Compensation & Benefits

The base salary range for this position is between $79,200 and $89,250 with eligibility for an annual bonus. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more.

Diversity and Inclusion

At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.

We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.

Equal Opportunity

Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence.