Relationship Manager

Corporate Spending Innovations (CSI)
Bonita Springs, FL
30+ days ago

Job Description

CSI is seeking a highly organized, self-motivated, problem solver to join our team as a Relationship Manager.

Relationship Manager

Job Responsibilities

  • Become knowledgeable of all CSI accounts payable options and processes
  • Manage and provide all necessary customer services, including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support
  • Accurately answer customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments
  • Educate customer on best practices and processes regarding accounts payable processing
  • Confidently lead customers through conference calls and training
  • Proactively manage vendor enablement campaigns and databases
  • Provide necessary reporting to customers timely
  • Become APSC (Accounts Payable Solutions Consultant) certified within first year of employment
  • Actively participate as a CSI team member by offering ideas and input to support and enhance current CSI products, processes, and programs, and work collaboratively to ensure customer success
  • Perform all duties within assigned timeline and effectively communicate progress of assigned tasks.
  • Take ownership of other special projects and assignments to support the business as needed

Experience & Qualifications

  • A minimum of 1 – 2 years previous customer service experience
  • Strong communication skills
  • Adaptive to frequent process changes
  • General skillset to perform/navigate on Microsoft OS; minimum of 60 WPM
  • Experience with Excel (Intermediate or Advanced) and SalesForce desired but not required
  • Financial, technology, FinTech backgrounds are a huge bonus; Credit card processing or credit card services background also helpful
  • Experience in banking, media, and/or hospitality a plus
  • Bachelor’s degree, ideally in business, communications, finance, or related fields

This position is located on-site at our headquarters in Bonita Springs, FL. Employment is contingent on a background check and drug test.


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