Client Manager

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3 days ago

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TrueML

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Fintech • Finance • B2C

TrueML is a leading company in the fintech sector, known for its innovative solutions that prioritize customer experience in the financial services industry. The company, along with its family of companies like TrueAccord, focuses on developing intelligent, digital-first communication platforms and products that revolutionize the consumer experience in financial health management. TrueML leverages the expertise of a dynamic team of data scientists, financial services experts, and customer experience specialists to create technology that addresses roadblocks to consumers' financial well-being, ensuring inclusivity and accessibility in financial systems. Founded in 2013 by Ohad Samet, TrueML continues to disrupt traditional financial services by making them more consumer-friendly and effective.

51 - 200 employees

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Exceed clients needs through proactive account management, diligent communication, and proactive execution • Drive and implement scalable processes / procedures within the department • Manage the feedback loop which ensures our clients’ priorities are understood and influence the company’s decision • Identify and drive improvements related to processes such as account workflow, forecasting, controls and client performance • Drive relationship management, communications, and overall success for TrueAccord’s enterprise clients • Ensure clients grow their business with TrueAccord by focusing on optimizing strategies, building the necessary process and controls, and helping them understand the nature of digital collections as a service • Identify and foster opportunities to grow the relationship and upsell our services • Interpret data and insights from TrueAccord’s services to provide consultative guidance to clients • Create and deliver regular business reviews with clients to demonstrate the value they are receiving from working with TrueAccord • Fully understand your client’s business model, strategic objectives and policies and procedures related to the work we do for them • Provide leadership and oversight for the account placement / inventory management process • Proactively track and report on key performance metrics • Coach and mentor junior team members

🎯 Requirements

• Bachelor’s degree or equivalent relevant experience • Experience working in a client management/customer service type role, preferably in the collections industry • Demonstrable experience engaging clients as stakeholders on business relationships. • Strong sense of accountability for job function and expectations • Demonstrates the required competency to drive internal projects (build out of documentation, implementation of tools, etc.) • Must demonstrate collaboration within the team and across the organization • Professional temperament and excellent interpersonal skills. • Ability to translate data into business insights • Awesome communication, presentation, and problem solving abilities