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CSI · 7 hours ago

Client Service Manager, Velocity-Remote

United States

Full-time

Remote

Senior Level

7+ years exp

CSI is a forward-thinking software provider that helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. The Client Service Manager will work closely with clients and internal teams to deliver impactful presentations, provide strategic guidance, and ensure the success of client programs.

Financial ServicesInformation TechnologySoftware

No H1B

Responsibilities

Serve as the primary point of contact for clients, providing strategic guidance and ensuring program success

Coordinate and manage the client analysis schedule to ensure timely reviews

Create and deliver presentations using data from CSI’s internal warehouse and other sources

Collaborate with internal teams to optimize implementation and project management processes

Analyze data using statistical methods and translate findings into clear, actionable insights

Participate in decisions related to data collection, study design, and methodology

Test business applications to ensure system requirements are met

Share knowledge and best practices with internal teams to enhance overall performance

Qualification

Business analysisStatistical methodsRSQLPower BIProject managementCommunication skillsPresentation skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree or equivalent experience

7+ years of business analysis experience, including at least 4 years in financial services

Strong consultative and problem-solving skills with a focus on collaboration

High attention to detail and a proactive, customer-first mindset

Proficiency in tools such as R, SQL, Power BI, Excel, and PowerPoint

Solid understanding of statistical methods and data interpretation

Excellent communication and presentation skills, including executive presence

Strong project management capabilities

Willingness and ability to travel up to 30%, including overnight trips

Preferred

Experience in B2B sales or fintech is a plus

Banking industry experience is a bonus

Benefits

Competitive salary

Eligibility for incentive awards based on both individual and business performance

Comprehensive range of benefits

Company

CSI

As a forward-thinking financial technology and software partner, we help community and regional banks, as well as organizations worldwide, solve their customers’ needs through open and agile technologies.

Founded in 1965

Paducah, Kentucky, USA

1001-5000 employees