Job Closed
This listing is no longer active.
CSI is a leading technology partner delivering innovative solutions and expert service.
Client Service Manager
Location
United States
Posted
145 days ago
Salary
0
Seniority
Lead
Job Description
Client Service Manager
CSI
• 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
Job Requirements
- 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
- Experience in B2B sales or fintech is a plus
- Banking industry experience is a bonus
- Strong project management capabilities
- Willingness and ability to travel up to 30%, including overnight trips
Benefits
- Comprehensive range of benefits
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
• Execute cancellations, review cancellation reporting and disseminate information as needed. • Collect all necessary data and documentation to effectively process non-quality related claims and credit memos accordingly. • Process accessory, employee and retail partner purchase orders. • Review web sample orders and reporting. • Assist with and execute projects to support companywide objectives. • Serve as a general point of contact for client services as it relates to our three Textiles brands. • Additional duties as assigned.
Payroll Client Services Specialist
RemoteThe easier way to employ globally. Remote builds belonging for your team with payroll, benefits, & compliance solutions.
• Serve as specialist level support for all inquiries or issues related to employee payroll runs. • Regional Specialist for all products: Act as the specialist for all payroll-related matters in your assigned region or sub-region, ensuring all stakeholders are informed of any changes, delays, or updates. • Function as a main point of contact for urgent issues and customer escalations and join customer video calls to find quick solutions. • Work autonomously on customer escalations and diligently bring them to quick resolution. • Collaborate seamlessly: work hand-in-hand with various teams, including Customer Experience, Payroll Operations, and others, to deliver exceptional support and meet service level agreements (SLAs). • May be assigned to specific customers to deliver premium support, ensuring high satisfaction and timely issue resolution
Payroll Client Services Lead – DACH Region
RemoteThe easier way to employ globally. Remote builds belonging for your team with payroll, benefits, & compliance solutions.
• Serve as specialist level support for all inquiries related to German and Swiss payroll runs, ensuring strict adherence to local compliance and tax regulations. • Regional Specialist for all products: Act as the specialist for all payroll-related matters in your assigned region or sub-region, ensuring all stakeholders are informed of any changes, delays, or updates. • Function as a main point of contact for urgent issues and customer escalations and join customer video calls to find quick solutions. • Work autonomously on customer escalations and diligently bring them to quick resolution. • Collaborate seamlessly: work hand-in-hand with various teams, including Customer Experience, Payroll Operations, and others, to deliver exceptional support and meet service level agreements (SLAs). • May be assigned to specific customers to deliver premium support, ensuring high satisfaction and timely issue resolution
• Stand up CS tooling, AI & automation, and workflows (HubSpot, Intercom, Notion, etc.). • Own tiering & SLA frameworks (design, recertification, reporting). • Build capacity & coverage models to inform hiring and resource allocation. • Develop scalable systems and templates for post-event reporting, case studies, and go-to-market enablement. • Drive data quality and documentation discipline across CS systems. • Act as the connective tissue between CS, Product, Sales, and Finance.
