Client Success Manager

Cash Depot is the largest independent provider in the United States specializing in retail cash management, consumer financial services, ATM solutions, and air/vac systems. Since 1983, the award‑winning company has more than 270 operational employees and 160 nationwide service technicians, delivering top‑rated customer service, innovative technology, durable equipment, and dependable on‑site maintenance.

Benefits

• Profit Sharing Bonus Program
• Paid training and professional development
• Comprehensive medical, dental, and vision benefits
• Company‑paid Life Insurance
• Company‑paid Short‑Term Disability (STD)
• 401(k) with company match
• Paid time off and paid holidays
• Advancement opportunities
• Stable, growing organization

Pay

Competitive pay

About the Role

As a Client Success Manager you will serve as the primary point of contact for Cash Depot’s customers, building strong relationships and ensuring a positive experience throughout every interaction. You will address concerns, answer questions, provide product support, coordinate account updates, and identify opportunities to strengthen engagement and retention. Success in this role requires strong communication, problem‑solving abilities, attention to detail, and a commitment to exceptional customer service.

Responsibilities

• Build and maintain strong relationships with customers through proactive communication and outstanding service.
• Navigate multiple systems efficiently to resolve customer concerns and inquiries.
• Respond to client questions regarding products, services, ATM disputes, contracts, and account‑related requests.
• Manage customer concerns and complaints while ensuring consistent, high‑quality service experiences.
• Provide timely follow‑up and maintain accurate records of client interactions.
• Process customer requests, account updates, ownership changes, reporting requests, and mobile application access.
• Submit workflow requests related to new accounts, contracts, and account modifications.
• Identify customer needs and recommend appropriate products, services, or solutions.
• Guide customers through order processing, inquiries, and account management activities.
• Serve as a product expert and provide knowledgeable support regarding company offerings.
• Escalate business‑impacting issues and collaborate with internal departments to ensure resolution.
• Support customer retention efforts by delivering exceptional service and solving issues efficiently.
• Assist with special projects and other duties as assigned.

Requirements

• High School Diploma or GED (required).
• One (1) year of customer service experience (two years preferred).
• Strong computer navigation and multitasking skills; ability to work across multiple systems.
• Excellent verbal and written communication skills.
• Strong relationship‑building and customer service abilities.
• Ability to maintain confidentiality and handle sensitive customer information professionally.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office, including Excel, Outlook, and Word.
• Ability to adapt to change and thrive in a fast‑paced environment.
• Critical thinking and problem‑solving skills.
• Self‑motivated team player with a willingness to help customers and colleagues succeed.
• Willingness to work a flexible schedule/overtime as needed.

Physical Requirements

The role regularly requires talking, hearing, sitting, standing, walking, using hands to finger, handle or feel, and reaching with hands and arms. Occasionally the employee must lift or move 50+ pounds, stoop, bend, and kneel. Vision requirements include close, distance, color, peripheral, depth perception, and the ability to adjust focus.

Work Environment

This position operates in a professional office setting and routinely uses standard office equipment such as computers, phones, copiers, filing cabinets, and fax machines. It is a full‑time role.

Schedule

• Core days/hours: Monday – Friday, 8:00 am – 5:00 pm.
• Weekend rotation: Saturday and Sunday, 8:00 am – 4:00 pm.
• Evening hours: Monday – Friday until 8:00 pm.
• Occasional overtime as needed.