Client Outreach Manager

Location: Chicago, IL / Plano, TX / Fort Worth, TX

Work Schedule: Onsite 5 days per week, Monday–Friday, 8:00 AM–5:00 PM CSTPosition Overview

Key Responsibilities: Coordinate and execute individual outreach to more than 70 commercial banking customers over an eight-month period. Review customer information and account data using Microsoft Access to support outreach efforts. Communicate payment processing system updates and explain potential impacts to customers' business operations. Serve as a liaison between customers, internal banking teams, and external payment processing partners. Identify, track, and coordinate the resolution of customer questions, issues, bottlenecks, and change requests. Manage customer follow-ups to ensure questions and outstanding items are addressed in a timely manner. Maintain detailed documentation, project updates, and customer communications using SharePoint. Track outreach progress, open issues, and project deliverables to ensure milestones are met. Provide a high level of customer service while managing multiple customer engagements simultaneously.

Required Qualifications: Previous experience within the banking, financial services, or commercial card industry. Understanding of commercial payment processing and how banking/payment system changes can impact business customers. Experience in customer support, client relationship management, project coordination, or project management. Strong organizational and task management skills with the ability to manage multiple customer engagements concurrently. Excellent verbal and written communication skills, particularly when explaining technical or operational changes to business customers. Strong problem-solving skills and the ability to coordinate issue resolution across multiple stakeholders. Proficiency with Microsoft Office applications. Experience with Microsoft Access and SharePoint is preferred.

Preferred Qualifications: Previous experience supporting commercial banking clients or corporate card programs. Experience coordinating technology implementations, system upgrades, or operational change initiatives. Background in project coordination, customer onboarding, or client transition management. Training: Hands-on training and onboarding will be provided during the first few weeks to familiarize the consultant with the payment processing environment, customer information, and project procedures. Consulting Solutions and its family of companies is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at: