Client Support Manager

Onbe; Plano (TX); Hybrid; USD 79,200 - 89,250; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Wellness program

401(k) matching

Unlimited PTO

Work from anywhere

Parental leave

Job summary

Onbe is seeking a Client Support Manager to develop strategic relationships and manage the health of a defined client portfolio. You will understand client goals, industry landscape, and Onbe's direction to identify growth opportunities while balancing client advocacy and Onbe's interests.

The role is hybrid, requiring onsite work 2 days per week at Dallas, Chicago, or Philadelphia locations 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

• 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.
• Knows when to properly elevate 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.

Skills

Client relationship management

Communication skills

Job description

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.

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 elevate 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.

The base salary range for this position is between $79,200.00 to $89,250 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits includes medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.

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.

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