Strategic Client Account Manager

Cass Information Systems, Inc.; Bridgeton (MO); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Cass Information Systems, Inc. is seeking a Client Account Manager I to oversee assigned client accounts and lead initiatives that drive mutual growth. You will collaborate with internal teams to optimize client processes, ensure service delivery, and support customers in maximizing Cass services and products.

You will communicate with clients and internal staff, manage project logs, and assist with training to enhance overall account performance while traveling up to 25% as required.

Qualifications

• A technical level of knowledge normally acquired through a bachelor’s degree in business administration, data processing or related area or equivalent experience.
• 2 years of progressively complex systems experience in a technical or customer service environment.
• 2-4 years of customer relations experience in a technical service environment with progressive responsibilities in managing dedicated accounts.

Responsibilities

• Independently manages the service activities with assigned clients and communicate verbally and in writing such that an authoritative relationship is developed.
• Possesses a thorough understanding of all of the services and tools that Cass provides for the purpose of communication and demonstrating them to our customers and making recommendations to improve processing efficiency and quality.
• Demonstrates the ability to coordinate the assignment and management of customer priorities.
• Thoroughly analyzes issues and requests including technical changes to processing systems and clearly communicates solutions to customers.
• Creates and maintains a detailed project log to track system enhancements and account related process improvement activities.
• Ensures the successful delivery of new solutions according to customer needs and objectives.
• Keeps superior, appropriate internal resources, and customers informed of significant issues on a timely basis.
• Acts as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.
• Shares knowledge of duties and clients with fellow employees; helps train and mentor fellow employees.
• Other duties as needed or assigned.

Skills

Interpersonal skills

Analytical skills

Organizational skills

Pivot tables

VLOOKUP

SQL

Python

Communication

Travel up to 25%

Education

Bachelor's degree in business administration, data processing or related area

2 years of progressively complex systems experience

2-4 years of customer relations experience

Tools

Microsoft Office Suite

SQL

Python

Job description

Cass Information Systems, Inc. is seeking a Client Account Manager I to oversee assigned client accounts and lead initiatives that drive mutual growth. You will collaborate with internal teams to optimize client processes, ensure service delivery, and support customers in maximizing Cass services and products.

You will communicate with clients and internal staff, manage project logs, and assist with training to enhance overall account performance while traveling up to 25% as required.