C

Customer Success Advisor - Commercial

Commerce Bank

Kansas City, MO
22 days ago

Job Description

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Annual Salary: $70,500.00 - $94,500.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to ensure our clients achieve maximum value and success using our CollectPay Online and Integrated Receivables solutions. You will act as a trusted advisor by building strong relationships, driving product adoption, ensuring client retention, and identifying opportunities for growth within your assigned portfolio of clients and/or products.

Essential Functions

Leverage your experience to collaborate with Treasury Services Account Managers to perform annual reviews of our CollectPay Online and Integrated Receivables customers to identify opportunities for enhancements that may drive new revenue, user adoption, customer efficiency, and drive value for our customers

Using industry best-practices, partner with our customers to conduct process improvement analysis, including workflow and platform usage recommendations that will improve their efficiency

Track customer usage against their allowable subscription capacity and alert customer contacts via systematic reviews in collaboration with Treasury Services Officers to negotiate new subscription capacities where necessary

Serve as an escalation point for our customers to ensure their needs are met by our support team

Maintain an open line of communication across multiple lines of business, including sales, relationship management, product management, marketing, operations and IT

Gain insight into customer needs and identify opportunities that solve market problems

Stay abreast of the industry trends and competitive landscape related to the assigned product(s)

Facilitate task-based meetings, such as priority or status meetings

Effectively participate in team meetings related to their product(s) and provide meaningful feedback and insights

Contribute to the product rollout (including customer conversion) alongside partners including Sales, Marketing, Operations, Product, IT, Implementations and Customer Support

Prepare and participate in monthly release review, identify likely targets for product enhancements related to product optimization, and revenue opportunities

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of traditional Treasury Services solutions

Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company

Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

Bachelor’s degree in business administration, marketing, information technology, or equivalent combination of education and experience required

3+ years of relevant work experience with background in sales, customer service, product or payments required

Experience partnering with FinTechs to deliver solutions to market required

Experience using Salesforce CRM or similar CRM required

Experience selling, supporting, and/or using Online Receivables platforms required

CTP, AAP or similar certifications preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

*Hybrid Schedule: In office 3 days per week

**Level of role is determined by knowledge, experience, skills, abilities, and education

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Customer Success Advisor and Senior Customer Success Advisor - Commercial job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $70,500 to $94,500 annually.

#LI-Hybrid

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time