Associate Client Manager

Job not on LinkedIn

🔥 15 hours ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤝 Client Partner

👻 Ghost score 0%

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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 client satisfaction • Assist Client Managers with day-to-day account portfolio management • Track performance metrics and maintain documentation • Prepare routine reports, dashboards, and meeting materials for client check-ins • Ensure data integrity and consistency • Serve as the initial point of contact for routine client inquiries • Troubleshoot and resolve issues with the Client Manager • Partner with internal support teams to process requests and meet client deliverable quality requirements • Participate in training, mentorship, and self-directed learning to build expertise in debt collection, product features, and client strategy • Work under Client Manager guidance to support operational efficiency, data accuracy, and timely execution of 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 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 • Ability to protect confidential company, employee, customer, and business information while working outside a company office • Reliable internet connection and a professional work environment • Flexibility outside standard business hours when necessary for global operations support • Ability to travel occasionally, locally or internationally, for company meetings, training, offsites, and collaborative projects

🏖️ 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 • Remote-first work environment • Training, mentorship, and self-directed learning opportunities

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