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Client Success Specialist

Job Introduction

The successful candidate will act as a dedicated Implementation Consultant to assigned client accounts, while onboarding new client accounts to the Global Exchange platform. The candidate will be responsible for maintaining effective relationships with clients, partners and technical peers to support effective onboarding and satisfactory delivery of our services. The candidate will provide ongoing training, analysis, consultation and recommendations to clients while sharing that knowledge with the operational team at Global Exchange. The Implementation Team is a critical component of Global Exchange as they ensure a new client’s start and maintain the client relationships over time.


Role Responsibility

  • Sales Support and New Client Onboarding
    • Lead the onboarding and implementation of new client accounts while liaising with appropriate parties;
    • Conduct ‘process reviews’  to ensure a full understanding of a client’s workflow and how the Global Exchange solution can effectively streamline that workflow;
    • Provide documentation detailing a client’s onboarding schedule and needs via Statements of Work (SOW);
    • Clearly and effectively communicate an account’s implementation and onboarding status in weekly update calls with Implementation Team and applicable sales representatives;
    • Assist during sales calls that require an operational tone or an in depth website demo on an as-needed basis;
  • Client Engagement and Relationship Management
    • Undertake change and exception management procedures via SOWs for existing client’s requests, customizations and system/software upgrades;
    • Manage client expectations in regards to the extent of our services available;
    • Respond to and resolve client requests when able, and escalate all other inquiries through proper channels;
    • Coordinate annual client reviews of activity and status;
    • Manage client’s expired and open currency positions by initiating required rolls, sell backs and billings;
    • Have a comprehensive and thorough understanding of the online client portal in order to offer tutorials and training;
    • Conduct quarterly same currency vendor campaigns to influence billing trends of our vendors;


  • Operational Support          
    • Train and assist Global Exchange Invoice Team members on newly implemented client(s);
    • Maintain clear and concise client instructions for invoice and payment teams;
    • Automate and streamline as many data entry and payment procedures as possible;
    • Assist Invoice Team with month end activity on an as-needed basis;
    • Manage pricing for all assigned clients, including spot and forward purchases;

The Ideal Candidate

Qualifications & Skills

  • Bachelors degree;
  • 3 + years of previous experience in a client support and/or implementation role;
  • Experience in the legal industry or accounts payable function;
  • Familiarity and ease with technical applications and data integration;
  • Basic knowledge of time and billing, ERP and financial systems;
  • Proficient in Microsoft Office applications, i.e. Outlook, Excel, Word and PowerPoint;
  • Comfortable with presenting  and teaching;


  • Team player with a strong sense of professionalism and client service focus;
  • Critical thinker who is highly organized and detail oriented, with excellent time management, prioritization and patience under pressure;
  • Able to handle multiple implementation projects at various stages of the onboarding lifecycle;
  • 9-5pm in-office position with willingness and ability to travel to client locations;
  • Exceptional interpersonal, verbal and written communication skills;
  • Ability to work efficiently and accurately with minimal supervision.


Package Description

We pride ourselves on our clear, focused and inspiring entrepreneurial vision that enlightens and aligns our departments through consistent communications and a supportive culture. We are always on the lookout for talented individuals interested in joining our team.

We offer competitive base salary, training, full suite of health and dental benefits, personal days, and a fun, vibrant culture.

Global Exchange Payment Services

Global Exchange Payment Services (Cambridge Global Payments dba as Global Exchange Payment Services) is a leading provider of integrated cross-border payment outsourcing services. As a trusted partner for over 20 years, Global Exchange delivers innovative solutions designed to mitigate foreign exchange exposure and address unique business needs. Our award-winning capabilities and industry-leading technologies simplify the way businesses connect with the Professional Services Global marketplace.



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