Client Success Manager I

Join Our Passionate and Innovative Team at TouchPoint Software!

At TouchPoint Software, we believe in the power of technology to transform how churches connect with their communities and fulfill their visions. Our user-friendly and mobile-first software solutions have been designed with love and care, empowering church leaders to simplify operations and focus on what truly matters - their congregations.

The Client Success Manager is responsible for developing positive, successful relationships with clients that maximize client satisfaction and responsiveness. This individual understands the client's operational and data processing systems to meet client needs in ways that are mutually beneficial to both client and Cass. They maintain relationships with client decision makers to ensure the benefits and deliverables of our service are recognized and acquisition additional Cass service offerings are considered. In addition, they provide clients with a consistent, dependable resource within Cass from the selling through operational phases of our relationship.

PRINCIPAL RESPONSIBILITIES AND DUTIES:

Creates and executes business development strategies for assigned clients focusing on expanding business relationships and increasing revenue from existing clients. Coordinates with sales and marketing teams by:

• Identifying high level customer contacts and key decision makers.
• Forming plans that create awareness of additional solutions as well as other Cass vertical solutions.
• Engaging clients to ensure a high level of Cass services and capability awareness with the client base.
• Participating in potential marketing campaigns for the existing client base.
• Leveraging/Coordinating with senior members of the team with regards to Cass processes, techniques, and strategies for developing and executing client upsell opportunities.
• Manages the relationship between the business unit and assigned clients by:
• Visiting in-person and virtually on a scheduled basis with assigned clients utilizing professional presentation documentation prepared in advance.
• Alerting leadership of any changes or potential changes in the relationship with clients.
• Utilizing Salesforce.com (or other client relationship management solution) to monitor, report, and manage client engagements, SLA's, XLA's, issues, action items, opportunities, and organizational structures.
• Delivering valuable reporting with respect to client relations communications and meeting frequencies.
• Ensuring client changes and problems are prioritized appropriately.
• Communicating and coordinating client statements of work including escalation clauses and renewal to ensure realization of revenue adjustments occur as scheduled.
• Executes documented client relationship governance process that engages all levels within the business unit's client base including:
• Operational meetings with client day-to-day contacts to ensure processing performance.
• Monthly action log reviews with first line client management to ensure bi-directional focus on relevant tasks.
• May participate in quarterly/semi-annual reviews with senior client management to ensure Cass value proposition messaging and positive client experience.
• Creates positive relationships and partnership with other operational department team members focused on optimizing divisional efficiencies, priorities related to client delivery, and client satisfaction.
• Communicates Cass's technology advances, future roadmap vision, operational changes, and other information on a timely basis to assist assigned clients in understanding how these advances and future plans lead to the success of their stated objectives.
• Other duties as required or assigned.

SKILLS AND ABILITIES REQUIRED:

• Experience working with a team and accomplishing objectives through the efforts of others.
• Proven ability to be a high achiever that strives to set and meet difficult targets.
• Enthusiastic and professional demeanor exhibiting a high-level of honesty and sincerity in interacting with clients so that a trusting relationship can be formed.
• Effective communication skills including excellent listening skills and the ability to communicate professionally with all levels of Cass and client staff both verbally and in writing.
• Able to motivate others and create a positive work environment where others feel comfortable discussing issues and concerns.
• Able to work independently with little or no supervision.
• Ability to travel occasionally.
• Intermediate experience utilizing Microsoft applications, specifically Excel and PowerPoint.
• Experience utilizing Salesforce preferred.
• Bachelor's degree in business administration, marketing, accounting or equivalent experience.
• 2+ years of combined experience in client relations, sales, and management in a business which provides business to business services to a broad range of clients.

Why Work With Us?

Awesome Work Environment: We're not your average team; we're a group of passionate individuals who know how to have a good time while making a positive impact.

Innovation at Heart: We thrive on pushing boundaries and leading the way in technological advancements for churches. Join us as we explore new horizons!

Customer-Centric: We go above and beyond to serve our partner churches, providing exceptional customer service that exceeds expectations.

Serving a Greater Purpose: As a subsidiary of Cass, we are committed to simplifying the lives of church staff and lay leaders, ultimately making a difference in the world.

If you are looking for more than just a job and want to be part of a team that combines its dedication to serving the church with a passion for innovation, then come join us at TouchPoint Software. Together, we'll create a brighter future for churches and their communities.

APPLICATION PROCESS:

You can directly apply through Cass's website at https://www.cassinfo.com/careers. Please apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process.

ABOUT OUR COMPANY:
Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000. More information is available at www.cassinfo.com.