{"id":2639292,"url":"https://alion.io/job/cpicardgroup-client-success-specialist","title":"Client Success Specialist","company":{"id":2151474,"name":"Cpicardgroup","domain":"cpicardgroup.com","url":"https://alion.io/company/cpicardgroup","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"iCIMS","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Nashville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":31000,"max_usd":59000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1280},"experience_years_min":2,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-15T18:22:41Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-11-01T20:12:33Z","board_verified":true,"closed_at":null,"days_open":17,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":17},"description":"Overview\nThe Client Success Specialist is responsible for managing and improving the client experience by ensuring that all client needs are understood and satisfied, while acting as the subject matter expert and voice of the customer. This is accomplished through building meaningful relationships, delivering timely and effective communication and promptly responding to and resolving any unforeseen issues. The Client Success Specialist interacts with multiple internal departments, communicates with internal and external customers daily, and ensures the cards are produced as specified by the client. The client services specialist is a self-starter, proactive thinker, and a go-getter. The Client Success Specialist will support their assigned Client Operations team which may include Cards, Collateral, or Personalization (Central or Instant Issuance).\nSchedule: Onsite for the first few months for training, then the role transitions to a hybrid schedule with one day per week in the office.\nResponsibilities\nLead effective meetings with clients and partners, performing prompt follow-up for identified action items\nCollaborate with dedicated cross-functional experts to lead investigation into issues and provide quick and effective resolutions\nAnalyze client data, providing program solutions efficiently and accurately. \nCommunicate timelines, both internally and externally. \nCoordinate with internal departments, including graphics, IT, and production, to ensure all customer needs are met in a timely manner. \nConduct thorough needs analysis for assigned conversions or projects and seek support from customers based on needs. \nUnderstand and manage client expectations and service needs by building and maintaining positive relationships (both internal and external)\nEnsure the timely and accurate delivery of client communications; document activity in internal CRM\nIdentify trends and develop customer specific solutions in collaboration with cross-functional expertise\nBridge unique client needs with internal expertise to provide creative and appropriate solutions \nExceed client expectations by introducing and implementing new and developing solutions and service enhancements \nMaintain daily/weekly/monthly Key Performance Indicators (KPIs) for clients and serve as integral contributor to the regular Quarterly Business Review (QBR) process\nEnsure coordination of accurate billing, timely processing of client orders, response to inquiries and scheduling or attending meetings/calls, as needed.\nQualifications\nStrong analytical problem-solving skills, identifying and resolving unique problems.\nExcellent written and oral communication skills as well as strong interpersonal skills. \nDemonstrated critical thinking, strong organizational and process-oriented skills including ability to handle multiple projects and details simultaneously and accurately, including good decision making and troubleshooting skills\nDemonstrated ability to interact and collaborate effectively with others in a diverse environment and to build and maintain positive, professional relationships both internally and externally, and in-person or virtually.\nAbility to handle pressure of multiple deadlines while maintaining composure and professionalism.\nDemonstrated ability to deliver client-focused solutions based on client needs\nStrong customer service and communication skill, including active listening, meeting facilitation, and presenting.\nProficient in Microsoft Excel and Word; VBA/Macros\nSkilled in managing multiple concurrent projects, activities and tasks under time constraints\nProficient communication skills including reading, writing and speaking in English.\nRequirements:\nBachelor’s Degree in Business or Communications, or equivalent experience\n2+ years of client services and/or account management experience\nRetail banking or financial service industry experience, preferred\nPhysical Demands:\nWork is conducted primarily in a seated position with extensive use of office equipment and requires walking, bending, reaching, and stooping on an occasional basis. Frequently required to work at a desk on a computer. Work involves dealing with detail, accuracy, and extensive human interaction. \nThis role requires the ability to work from home in a virtual environment, where the following is required;\nreliable high-speed Internet access (hot-spot not acceptable)\ndedicated distraction-free home work environment\nThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. \nApplicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time\nCompany Overview:\nCPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.\nBenefits: Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.\nCPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.","description_format":"text","description_chars":5791,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-15T18:22:41Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":16,"band":"cold","label":"Long shot","p_open":1,"p_active":0.452,"p_room":0.35,"age_days":16,"expected_fill_days":6,"reasons":["conf:2","velocity","win:tail","comp:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":null,"html_url":"https://alion.io/job/cpicardgroup-client-success-specialist","json_url":"https://alion.io/job/cpicardgroup-client-success-specialist.json","meta":{"generated_at":"2026-11-01T20:48:11Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":31808,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2151474},"rest":"https://alion.io/mcp/rest/get_company?id=2151474"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcpicardgroup-client-success-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcpicardgroup-client-success-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcpicardgroup-client-success-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cpicardgroup-client-success-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcpicardgroup-client-success-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2639292}},{"tool":"search_jobs","arguments":{"company":"cpicardgroup.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2639292},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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