Client Services Representative (Account Management)

Posted 15 Days Ago
Be an Early Applicant
Lincoln, RI, USA
In-Office
27-28 Hourly
Junior
Professional Services • Financial Services
FSSI is a WBE-certified print and mail outsourcing company.
The Role
Manage B2B client accounts, serving as the primary liaison between clients and internal teams. Coordinate implementations, daily account tasks, print and mail production workflows, technical troubleshooting, documentation, billing accuracy, and client reporting. The role requires strong organization, communication, critical thinking, technical aptitude, and process improvement skills in an onsite SaaS-based production environment.
Summary Generated by Built In

Join Team FSSI and Become an Employee-Owner!

Who We Are:

Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We are currently looking for an Account Representative to join our Client Services team in Lincoln, RI. The Account Representative manages the daily tasks of clients’ projects in a SaaS-based production environment, where solutions and processes are tailored to each account. This requires managing complex print and mail workflows, coordinating across internal teams, and ensuring accuracy from project setup through billing.

Success in this role requires strong critical thinking, project coordination skills, an aptitude for learning new technical concepts and a genuine passion for helping clients achieve their goals.

This is an onsite position, working Monday – Friday from the FSSI facility.


Why You’ll Love This Role:

  • We Invest in our employees! We provide dedicated training for your success in the role through our FSSI University as well as hands on training with the Client Services team.
  • Build strong relationships and manage your client accounts with custom care and expertise.
  • Utilize your creativity in resolving client challenges while providing seamless communication.

Your Essential Duties:

  • Client Success: Serve as the primary point of contact between your clients and internal teams, including IT, Software Development, Operations, Marketing, Accounting and Purchasing. Ensure client needs are clearly understood and executed.
  • Project Management: Oversee client implementations, manage daily tasks for accounts, and monitor production workflows.
  • Technical Expertise: Assist clients in understanding print, mail, and online presentment specifications, work with internal teams to troubleshoot technical issues, and create clear technical documentation tailored to client specification.
  • Data & Reporting: Ensure accurate client billing and generate client reports.
  • Process Improvement: Collaborate with teams to enhance efficiency and deliver top-tier service.

Requirements

What You Bring:

  • Must have a bachelor’s degree.
  • 1-3 years of experience in B2B account management, client implementation or related industry experience.
  • Strong problem-solving and critical thinking skills.
  • Ability to grasp and explain technical concepts with ease.
  • Excellent business writing and communication skills with a keen attention to detail for professional client communication.
  • Strong organizational and coordination skills to manage multiple tasks, deadlines, and client needs efficiently.
  • Proficiency in Word, Excel, and PowerPoint, Outlook and Teams (project management software experience is a plus!).

The description above is a summary of the highlights of the role, a full job description will be provided.


Benefits

Why Join Us?

  • Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you’re not just an employee—you become an employee-owner, sharing in the success of our company and shaping its future.
  • Culture of CARE for our Employees: We offer strong, competitive benefit plans for our employees and their families.
  • Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

Benefits include:

  • 401(k) & Roth + Employee Stock Ownership Plan
  • Medical, Dental, Vision & Life Insurance
  • Vacation, sick leave and paid holidays – including your birthday!
  • Employee Assistance & Care Programs
  • Additional perks & employee award programs

Ready to grow with us? Apply today!

Hiring Pay Range (hourly paid): $27.00 - $28.00 an hour

Schedule: Mon - Fri, 8:00 am - 5:00 pm. This is an onsite position.

Skills Required

  • Bachelor's degree
  • 1-3 years of experience in B2B account management, client implementation, or a related industry
  • Strong problem-solving and critical-thinking skills
  • Ability to understand and explain technical concepts
  • Excellent business writing and communication skills
  • Strong organizational and coordination skills for managing multiple tasks, deadlines, and client needs
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and Teams
  • Project management software experience
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The Company
HQ: Santa Ana, California
275 Employees
Year Founded: 1980

What We Do

FSSI is a full-service outsourcing company focused on the design, production and delivery of time-critical customer communications and transactional documents. Our print and online solutions reduce clients’ overhead, capital and postal expenses, while providing unprecedented job-tracking and audit controls, with real-time compliance monitoring and reporting. Industries served include: financial services, healthcare, telecommunications, public utilities and government agencies. Specialties • Regulatory Compliant Production of time-critical bills, statements, compliance letters and more • Real-time Workflow Management and Reporting • Electronic Bill Presentment and Payment • Data Management & Software Development • Variable Data, Digital Color Printing • Cross-Media Communications • IRS Tax Form Processing • Electronic Document Archival • Disaster Recovery Planning & Services • Direct Mail Marketing Visit our our newly redesigned website and build a custom brochure of out print, mail and electronic capabilities so you can see our output quality in action.

Why Work With Us

Ready to kickstart your career? Join the FSSI family and be a valued part of our growing employee-owned company. Here, your hard work directly contributes to our success, meaning you can enjoy benefits like profit-sharing and a strong sense of ownership. We’re a community that values your ideas and fosters professional growth.

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