Relationship Manager

Bonita Springs, Florida

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.

Apply for this position

Equal Employment Opportunity

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state or local law


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