About The Client Success & Accounts Manager Position at Omni
The Client Success and Accounts Manager is the first real voice of Omni, the steady guide who turns interest into a clear plan and a clean start. This role mixes people sense with simple process. Listen closely, ask plain questions, and capture what matters so our team can move fast and do good work. Most days are spent talking with new and existing customers, understanding what is happening in their world, and lining up the right help from our payments and retail tech crew. Keep the conversation moving, bring in the right teammates when depth is needed, and stay close through delivery so updates are crisp and nothing slips. This is not hard selling. It is honest problem solving and consistent follow through. If you have strong communication, care about customers and the craft, and want to grow into the tech side while doing real work for real people, you will fit here.
What You’ll Do
• Manage customer relationships from first contact through project delivery and renewals
• Qualify warm leads and follow up on curated outbound lists
• Run discovery calls to understand device, processor, and EMV requirements
• Assemble proposals and statements of work using established templates
• Coordinate with technical resources for scoping and project escalations
• Maintain regular communication during EMV certification projects
• Conduct post-project check-ins and identify new opportunities
• Track renewal cycles and grow accounts through additional certifications and services
• Maintain an accurate pipeline using JIRA
Who You Are
• 2–5 years professional experience in a corporate or client-facing environment (insurance, telecom B2B, financial services, SaaS, or similar roles welcome)
• Excellent communicator across email, phone, and meetings
• Highly organized, accountable, and deadline-driven
• Comfortable asking clarifying questions and gathering detailed customer info
• Strong customer relationship instincts balanced with process discipline
• Experience with B2B accounts, sales coordination, or customer success is a plus
• Payments/EMV experience is helpful but not required
Compensation
• Base salary
• Quarterly bonuses
• Annual revenue bonus
• Hybrid work environment
