Customer Service Rep LI

WHY JOIN THE LOOMIS TEAM?
Our foundation to success is:
People. Service. Integrity. Over the last 160 years, Loomis has evolved into an international industry leader with a large network covering the United States and Europe. As the largest integrated cash distribution network in the United States-with nearly 200 locations, 10,000+ employees and several divisions and products, Loomis is the place to have stability and GROW.
This position is for the Logicpath division, a tight-knit team of tech-savvy cash inventory management experts (Logicpathers) passionate about helping financial institutions and retailers succeed.
We provide a collaborative, supportive, and respectful environment that increases the participation and contribution of all employees. We are looking for people who want to be challenged, solve complex problems, and feel connected to a larger purpose. Demonstrates a proactive mindset by anticipating potential challenges and implementing preventative measures, rather than responding solely to emerging issues. Our mission-focused team, collaborative nature, and commitment lead our dedication to client results.

If you'd like to work for a dynamic, rapidly expanding company, then we'd love to hear from you.
What's more, by joining our team, you will gain a work family that is dedicated to helping you exceed your personal, professional, and financial goals. We also have a lot of fun along the way! These are the values that define who we are and have enabled our growth to become the #1 leader in cash forecasting software (AI).
Since its inception in 1994, the Logicpath division has evolved into an award-winning organization powered by a dynamic and diverse team of Logicpathers. Our continued recognition across the industry reflects our strong organizational health and innovative contributions to fintech. Highlights of our recent accolades include:

2019 - Named a Top Fin Tech Solution Provider by Banking CIO Outlook
2020 - Recognized as a Top Cash Management Provider by CFO Tech Outlook
2021 - Selected by The Silicon Review as one of the 5 Best Fin Tech Companies to Watch
2024 - Honored by CIO Bulletin as one of the Top 5 Best Fin Tech Solution Providers
2024 - Listed among the Top 10 Best Companies of the Year by CEO View
2025 - Awarded Inspirational Leader of the Year by CXO Time

Come join us!

Competitive Pay
Industry-Leading Benefits
Work from Home Policy
Quarterly Team Events
Semi-Annual Division Events
Happy Hours
Retirement Plans & 401K
Employee Recognition & Awards
Generous PTO

WHAT THE CLIENT SERVICES ACCOUNT REPRESENTATIVE POSITION LOOKS LIKE:
Logicpath is looking for an experienced customer facing professional who will engage, retain and drive our customers' understanding of Logicpath's product offering, C3 Financial, working strategically with sales, implementation, training and leadership (both internally and with the customer). You will be measured on the retention, expansion and happiness index of a book of business (Logicpath customers).
On a day-to-day basis, you will be responsible for managing complex and savvy customer needs via support tickets, leading proactive data reviews, and using data analysis to drive business impact aligning closely with various departments internally and externally not limited to Sales, Services, Customer Success and Partners. You will partner with sales to identify customer growth opportunities based on demonstrated value and help strategize and execute plans to earn additional spend from the customer.

You will also work with support and product teams to ensure customer feedback is captured and realized in product development.
If you're passionate about financial services technology, providing a quality service customer experience, and thrive in a fast-paced, growing environment, then becoming a Client Services Account Representative is the career path for you!
EXPERIENCE REQUIREMENTS:

College Degree (preferred)
3+ years of experience in a Client Services Role or professional Sales role
1+ years of experience using a CRM (Salesforce preferred)
Previous experience in a SaaS/Technology company or fast growing start up preferred.

Experience with web sharing tools (MS…