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Associate Client Manager

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤝 Client Partner

Where this job comes from

Posted on TrueML's careers page, not through a job board

First seen by Remote Rocketship 1 minute ago

Logo of TrueML

TrueML

51 - 200 employees

💼 Consulting

🏥 Healthcare

📣 Marketing

Consulting • Healthcare • Marketing

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.

📋 Description

• Manage a portfolio of mainly passive clients, ensuring consistent delivery of TrueAccord’s services and maintaining high levels of client satisfaction • Assist Client Managers in the day-to-day management of account portfolios, including tracking performance metrics and maintaining documentation • Prepare routine reports, dashboards, and meeting materials for core client check-ins, ensuring data integrity and consistency • Act as the initial point of contact for routine client inquiries, working with the Client Manager to troubleshoot and resolve issues promptly • Partner with internal support teams to process requests and ensure client deliverables meet standard quality requirements • Engage in training sessions, mentorship, and self-directed learning to build expertise in debt collection, product features, and client strategy • Learn TrueAccord’s platform, product suite, and client operational standards • Ensure operational efficiency, data accuracy, and timely execution of day-to-day client needs

🎯 Requirements

• Bachelor's degree or equivalent relevant experience • Entry-level experience in Client Success, Customer Support, Operations, or a related field • Experience in at least one of the following: Debt collections or Default Management • Strong organizational skills and attention to detail, especially with data entry and reporting • Strong written and verbal communication skills • Ability to learn complex software tools and internal platforms quickly • Collaborative mindset and desire to grow into a more independent, client-facing role • Reliable internet connection and a professional work environment • Ability to protect confidential company, employee, customer, and business information while working outside of a company office

🏖️ Benefits

• Flexible vacation • Medical/dental/vision insurance • Traditional/Roth retirement savings options • Company-paid disability and life insurance • Flexible Spending Account & Limited FSA • Family-friendly parental leave • Volunteer and voting time off • On-demand wellness platform access for you and 5 friends and family • PerkSpot discount program for 900+ merchants nationwide

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