Summary
Onbe, a fast‑growing FinTech, stands for "on behalf." We transform payments into opportunity and insight for our clients worldwide. The Client Support Manager (CSM) develops strategic relationships and manages program health for a defined portfolio of clients. The CSM must balance being an advocate for the client and Onbe, understand Onbe's strategic direction, and identify new opportunities within existing accounts. This hybrid role requires onsite presence in Chicago, Philadelphia, or Dallas metro areas, with optional travel as needed.
SUPERVISORY ROLE: No
Responsibilities
Serve as the subject matter expert on the account to defend revenue and support account growth.
Review key reports and metrics related to the program, analyze data, and identify issues or opportunities.
Participate in the annual client budgeting exercise and review monthly variances to actual analysis.
Conduct effective routine conversations and presentations for clients.
Engage in the implementation process as needed—attend kickoff builds, create the Journey Map, monitor project health, and attend the go‑live call.
Ensure first‑order health for new clients and/or programs.
Work closely with Client Success Specialist and Client Service to ensure timely and accurate completion of tasks such as order processing, payments, and service inquiries.
Escalate client issues appropriately for accurate resolution and cross‑functional prioritization.
Maintain healthy CSAT and NPS scores (measured annually) and create an account plan based on the results.
Attend internal and external client meetings.
Assist Sales with the annual Account Plan and Situational Analysis exercise.
Support the Director of Client Success in mentoring and coaching Client Success Specialists.
Lead and proactively create internal development projects based on identified business needs.
Qualifications
Bachelor's degree preferred.
Minimum of 3+ years of industry experience or experience in building & managing client relationships preferred.
Excellent communication and relationship‑building skills.
Benefits
The base salary range is $77,200 to $89,250 with eligibility for an annual bonus. Other benefits include medical, dental, vision, wellness, 401(k) matching, unlimited PTO, work‑from‑anywhere, generous parental leave, and more.
EEO Statement
Onbe is a proud equal‑opportunity employer. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information, or military service. Our equal‑opportunity policy applies to all employment decisions, including hiring, placement, promotion, advancement, termination, layoff, recall, transfer, compensation, training, and leaves of absence.
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