About the job
Become an Employee-Owner with Team FSSI!
About Us:
Established over 45 years ago, FSSI is a premier document outsourcing provider, catering to Fortune 500 companies across the financial, banking, insurance, and billing sectors in the U. S. We are excited to invite an Account Representative to join our dynamic Client Services team in Santa Ana, CA.
The Account Representative plays a vital role in managing the daily operations of client projects within a SaaS-driven production framework, customizing solutions and processes to meet the unique needs of each account. This involves overseeing intricate print and mail workflows, collaborating with internal teams, and ensuring precision throughout project execution and billing.
To excel in this position, candidates should possess robust critical thinking abilities, exceptional project coordination skills, a knack for quickly grasping new technical concepts, and a sincere enthusiasm for helping clients realize their objectives.
Why You'll Love Working Here:
- We are committed to our employees! Benefit from comprehensive training for your success at FSSI University, along with hands-on guidance from our Client Services team.
- Foster strong relationships while providing tailored care and expertise to manage your client accounts.
- Leverage your creativity to tackle client challenges and maintain seamless communication.
- Enjoy a hybrid work schedule (after an initial 90-day onsite training period), allowing for 2 remote workdays each week.
Your Key Responsibilities:
- Client Success: Act as the main liaison between clients and internal teams including IT, Software Development, Operations, Marketing, Accounting, and Purchasing, ensuring that client requirements are clearly understood and fulfilled.
- Project Management: Supervise client implementations, manage daily account tasks, and monitor production workflows.
- Technical Knowledge: Assist clients in comprehending print, mail, and online presentment specifications, collaborate with internal teams to troubleshoot technical challenges, and develop clear technical documentation customized for each client.
- Data & Reporting: Guarantee accurate billing for clients and prepare comprehensive client reports.
- Process Enhancement: Work collaboratively with teams to improve efficiency and deliver exceptional service.

