Client Services Representative

JOB SUMMARY

The Client Success Representative is responsible for leading client support across assigned client accounts, ensuring accuracy, speed, and responsiveness at every step of the order lifecycle. Serves as a subject matter expert and key liaison between Sales, Client Success, and Production teams, this role translates client needs into seamless production and delivery. Must excel independently and collaborating cross-functionally to deliver outstanding client experiences.

• Manage the end-to-end process of the order lifecycle (PO data entry, confirmation, changes, tracking, and invoicing via ERP system).
• Link Client Services/Sales with Operations for daily order processing and updates.
• Coordinate across Production, Scheduling, Procurement, Quality, and Shipping teams for accurate and on-time fulfillment.
• Maintain and update WIP/dashboards; share timely updates with respective teams.
• Follow SOPs, maintain data accuracy and quality standards.
• Support Client Service management on client visits, audits, press checks.
• Investigate and quickly resolve quality issues with Production/Quality teams.
• Provide team backup; train on SAP and other tools.

Qualifications:

• Bachelor’s degree in Business Administration or related field required.
• Minimum 5 years of experience in a similar or related client-facing role.
• Order management experience in a Manufacturing, Printing, Financial, or related environment.
• Advanced working knowledge of end-to-end client order processes across varying client types.
• Strong organization, planning, and multitasking skills with high attention to detail.
• Excellent written and verbal communication skills; professional and client-oriented demeanor.
• Self-motivated, proactive and team-oriented, with a proactive and collaborative approach to meeting client expectations and deadlines.
• ERP experience required with respect to order processing, inventory management, status monitoring and receiving; SAP strongly preferred.
• Proficient in Microsoft Office (Word, Excel, Outlook, Teams); experience in digital file navigation and document handling.
• Experience in the card, payment or printing industries strongly preferred.

The above job description is meant to describe the general nature and level of work being performed. It is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

BENEFITS INCLUDE

Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.