Branch Client Success Manager Position Available In Broward, Florida

Branch Client Success Manager ATM Universal Processors, LLC Fort Lauderdale, FL Job Details Full-time $44,000 – $52,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications CRM software Virtual client meetings Sales Upselling Mid-level Microsoft Office 3 years Cross-sales Analysis skills Bachelor’s degree Attention to detail Customer relationship management Customer support ticket management Organizational skills Financial services HubSpot Account management Client email correspondence Communication skills Negotiation Client interaction via phone calls Full Job Description

POSITION SUMMARY

The Branch Client Success Manager will serve as the essential point of contact for their clients. They will be instrumental in the entire customer journey from onboarding to helping enact their client’s growth plan. You will ensure client satisfaction, retention, and growth by understanding their needs and delivering exceptional service and support. This role requires proactive communication, problem-solving skills, and a deep commitment to delivering value to our clients. This role will also be responsible for administrative tasks, ensuring seamless coordination of service delivery for their clients.

ABOUT ATM UP ATM

Up is a full-service ATM Provider. We became the fastest growing ATM ISO in the nation from our multifaceted services and ATM setup options that exceed our customers’ needs. We provide convenience and unconditional support so consumers can withdraw money at the drop of a dime.

OBJECTIVES

Build and maintain strong, long-lasting relationships with clients, acting as their primary point of contact. Understand clients’ business objectives and proactively recommend solutions and services that align with their goals. Achieve high levels of client satisfaction and retention by promptly addressing inquiries, concerns, and escalations. Collaborate with internal teams to ensure timely and successful delivery of solutions according to client needs. Monitor client performance metrics and KPIs, providing regular reports and insights to drive continuous improvement. Identify opportunities for upselling and cross-selling additional services to existing clients. Continually review service and or client orders to ensure invoicing is up to date. Conduct regular business reviews with clients to review service performance, discuss challenges, and identify opportunities. Advocate for clients’ needs internally, influencing product and service enhancements based on client feedback. Resolve client issues and conflicts effectively, ensuring a positive client experience at all times. For example, ensuring customer terminals are in compliance with the bank requirements and all client technical needs are met. Stay informed about industry trends, competitor activities, and market changes affecting clients. Coordinate with sales and marketing teams to support client retention and expansion efforts. – looking to reword this. Maintain accurate client records and documentation using CRM systems. Train and onboard clients on new products, services, and technologies as needed.

COMPETENCIES

Strong interpersonal and relationship-building skills. Excellent communication and negotiation abilities. Customer-centric mindset with a passion for delivering exceptional service. Concurrent and Detailed Documentation within a CRM Problem-solving skills to address client challenges effectively. Ability to understand client needs and translate them into solutions. Strategic thinking and ability to prioritize and manage multiple clients. Sales acumen with experience in upselling and cross-selling. Analytical skills to interpret client performance data and provide actionable insights. Team player with the ability to collaborate across departments. Adaptability and resilience in a fast-paced environment. Detail-oriented with strong organizational skills. Knowledge of CRM systems and proficiency in Microsoft Office Suite. Understanding of the ATM services industry and related technologies. Experience in client relationship management or account management.

EDUCATION AND EXPERIENCE

Bachelor’s degree preferred. 3+ years of experience in client relationship management, account management, or a related role. Experience in the ATM services industry or financial services sector is a plus. Proficiency in CRM systems and Microsoft Office Suite.

PHYSICAL REQUIREMENTS

This role is primarily sedentary, requiring sitting at a desk and using a computer for extended periods. Occasional travel may be required for client meetings, conferences, or industry events. Ability to work in an office environment with standard office equipment.

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce ATM Up recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

Job Type:

Full-time Pay:

$44,000.00 – $52,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance

Schedule:

10 hour shift Monday to Friday Ability to

Commute:

Fort Lauderdale, FL 33312 (Preferred)

Work Location:

In person