CPI Card Group · 12 hours ago
Client Success Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expCPI Card Group is a payment technology company and leading provider of credit, debit and prepaid solutions. The Client Success Specialist is responsible for managing and improving the client experience by ensuring that all client needs are understood and satisfied while acting as the subject matter expert and voice of the customer.
Financial ServicesPaymentsPrinting
No H1B
Responsibilities
Lead effective meetings with clients and partners, performing prompt follow-up for identified action items
Collaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions
Analyze client data, providing program solutions efficiently and accurately
Communicate timelines, both internally and externally
Coordinate with internal departments, including graphics, IT, and production, to ensure all customer needs are met in a timely manner
Conduct thorough needs analysis for assigned conversions or projects and seek support from customers based on needs
Understand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external)
Ensure the timely and accurate delivery of client communications; document activity in internal CRM
Identify trends and develop customer specific solutions in collaboration with cross-functional expertise
Bridge unique client needs with internal expertise to provide creative and appropriate solutions
Exceed client expectations by introducing and implementing new and developing solutions and service enhancements
Maintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients and serve as integral contributor to the regular Quarterly Business Review (QBR) process
Ensure coordination of accurate billing, timely processing of client orders, response to inquiries and scheduling or attending meetings/calls, as needed
Qualification
Required
Strong analytical problem-solving skills, identifying and resolving unique problems
Excellent written and oral communication skills as well as strong interpersonal skills
Demonstrated critical thinking, strong organizational and process-oriented skills including ability to handle multiple projects and details simultaneously and accurately, including good decision making and troubleshooting skills
Demonstrated ability to interact and collaborate effectively with others in a diverse environment and to build and maintain positive, professional relationships both internally and externally, and in-person or virtually
Ability to handle pressure of multiple deadlines while maintaining composure and professionalism
Demonstrated ability to deliver client-focused solutions based on client needs
Strong customer service and communication skill, including active listening, meeting facilitation, and presenting
Proficient in Microsoft Excel and Word; VBA/Macros
Skilled in managing multiple concurrent projects, activities and tasks under time constraints
Proficient communication skills including reading, writing and speaking in English
Bachelor's Degree in Business or Communications, or equivalent experience
2+ years of client services and/or account management experience
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Preferred
Retail banking or financial service industry experience, preferred
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
Providing integrated payment solutions to credit and debit card issuers
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$310.2MKey Investors
Tricor Pacific Capital
2025-12-05Post Ipo Secondary
2024-10-01Post Ipo Secondary· $25.2M
2024-06-24Post Ipo Debt· $285M
Leadership Team
Marc Sheinbaum
Director
Recent News
2025-12-05
2025-12-05
MarketScreener
2025-11-04
Company data provided by crunchbase