Job Description

With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides itself on providing employees with opportunities for career advancement and job satisfaction. In fact, many of our company’s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers. Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team!

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 FinTech 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 FinTech Companies to Watch
• 2024 – Honored by CIO Bulletin as one of the Top 5 Best FinTech 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 Teams and Zoom preferred)
• Must have Microsoft 365 experience (PPT, Word, Excel, etc.)
WHAT LOGICPATH NEEDS FROM YOU:
• Strong Relationship-Building Skills – Expertise in cultivating relationships through phone and email, with a focus on active listening and understanding customer needs.
• Client-Facing Leadership – Ability to lead and consult effectively in client meetings and working sessions via Zoom and MS Teams.
• Efficient Multitasker – Skilled at prioritizing, multitasking, and managing time to handle inbound customer tickets and requests seamlessly.
• Exceptional Communication & Presentation Skills – Proven ability to communicate clearly and present with confidence, delving deep to uncover the customer’s true objectives.
• Empathetic Approach – A customer-first mindset is crucial for success as a Client Service Account Representative; putting others' needs at the center of every interaction.
• Driving Measurable Business Growth – Experience with account expansion and/or new logo sales.
• Confident & Engaging Communicator – Able to engage and communicate effectively with both internal teams and external clients.
• Emotionally Intelligent & Detail-Oriented – Demonstrates emotional intelligence, with a keen attention to detail and awareness of customer emotions.
• Process-Driven with a Growth Mindset – Follows established processes while suggesting and documenting new practices in a playbook to enhance team efficiency.
• Adaptable & Agile – Comfortable shifting between tasks and teams; flexibility is key in this fast-paced role.
• Self-Motivated & Time-Conscious – Highly independent, with the ability to manage your own schedule and meet deadlines effectively.
• Proactive Problem-Solver – A customer advocate who goes beyond reactive responses, digging deep to identify and address the customer’s core needs.
WHAT’S NEXT?
MONTH 1:
• Tech & HR setup
• Setup calendar blocks & email folders and rules
• Setup Salesforce Dashboards applicable to position
• Attend Logicpath’s New Hire Training, where you will learn our Loomis and Logicpath story and understand what makes the Logicpath team unique
• Attend Unconcious Bias Training, Safety Training and Sexual Harassment Training
• Join our Product Bootcamp, where you will learn our software and all the skills necessary to set you up for success, allowing you to make an impact in the market quickly
• Begin 1:1’s with your manager, understand your 30-60-90 day plan, meet & shadow current members of the Loomis team, and delve into your book of business
• Set your SMART Goals with your manager and develop an action plan to achieve them
• Meet staff members in Implementation, Sales and IT - they will be key relationships for you throughout your position
• Shadow another account representative and document your own playbook with FAQ, How-to-do, etc.
• Listen, absorb, document, ask questions and understand
MONTH 3:
• Start working with customers and answering level 1 questions via the phone/email
• Be C3 Financial demo certified
• Be a product expert and feel comfortable walking a customer through all aspects of the C3 Financial platform
• Process tickets in a timely manner
MONTH 6:
• Be running with your customer success plans to encourage adoption & process optimization
• Be able to show quantifiable ROI to customers in the form of success stories
• Have a greater ability to understand deep technical aspects of C3 Financial and educate customers and peers using simplified explanations
MONTH 12:
• Set an example for new Client Service Account Representatives and assist in training, onboarding and motivating new Logicpathers
• Be a proven self-starter and able to come up to speed on complex, difficult concepts with minimal assistance
• Have a thorough understanding of the challenges an organization faces when implementing a new technology and how to help them manage change

Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.