Client Success Representative jobs in United States
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CPI Card Group · 3 days ago

Client Success Representative

CPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions. They are seeking a Client Success Representative to analyze client questions, provide solutions, and manage client relationships to ensure satisfaction.

Financial ServicesPaymentsPrinting
badNo H1Bnote

Responsibilities

Oversee supply orders for existing clients and ensure timely shipment by coordinating with internal teams
Proactively reach out to client if their orders cannot be fulfilled and provide alternative solutions
Conduct internal research when issues arise and troubleshoot appropriately
Assist C@O Customer Service Team on communication and coordination of EMV chip conversions with exiting C@O clients
Complete monthly billing reports for accounting and bill clients upon completion of requested work
Support live clients with artwork/graphics requests
Submit artwork requests to Visa for approval
Ensure the timely and accurate delivery of client communications; document activity in internal CRM
Understand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external)
Oversee client facing special projects such as Visa/MC mandates

Qualification

Analytical problem-solvingClient-focused solutionsCustomer serviceMicrosoft ExcelMicrosoft WordVBA/MacrosElementary English proficiencyCritical thinkingRelationship building

Required

High school diploma or general education degree (GED)
Minimum 1-3 years of experience in an administrative role in customer service, sales or sales support environment
Strong analytical problem-solving skills, identifying and resolving unique problems
Experience in delivering client-focused solutions based on client need
Strong customer service, critical thinking and problem-solving skills
Proficient in Microsoft Excel and Word; VBA/Macros
Ability to troubleshoot issues and determine root cause
Resourceful in establishing and nurturing key relationships both internally and externally
Willingness to perform additional tasks which may be outside of the defined role to grow the business and ensure client satisfaction
Elementary English proficiency communication skills necessary
Applicants must be authorized to work for any employer in the U.S

Preferred

Financial service industry experience

Benefits

Medical
Dental
Vision
Long Term Disability
Short Term Disability
Life Insurance
Accident Insurance
Critical Illness Insurance
FSA
HSA
Vacation and Holiday Pay
Tuition Reimbursement
401(k) with a competitive company match percentage

Company

CPI Card Group

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Providing integrated payment solutions to credit and debit card issuers

Funding

Current Stage
Public Company
Total Funding
$310.2M
Key Investors
Tricor Pacific Capital
2025-12-05Post Ipo Secondary
2024-10-01Post Ipo Secondary· $25.2M
2024-06-24Post Ipo Debt· $285M

Leadership Team

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Marc Sheinbaum
Director
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Company data provided by crunchbase