Client Success Team Associate

4 semanas atrás


Rio de Janeiro, Rio de Janeiro, Brasil Peridot Financing Solutions Tempo inteiro

About Peridot Financing Solutions

We are a leading fintech company in the working capital finance space, serving some of the largest tech manufacturers globally. Our mission is to help companies get the most out of their working capital by funding, structuring, and servicing accounts receivables portfolios.

The Role

The Client Success Operations Team is responsible for the diligent management of assigned Buyers, including country specifics, client servicing, service delivery, exceptions processing, program monitoring, and risk reporting.

Key Responsibilities

  • Support clients across Americas geography
  • Develop and maintain strong working relationships with customer contacts at various levels of the organization
  • Provide information by collecting, analyzing, and summarizing data, and responding to requests
  • Ensure accuracy and efficiency of operations, including collection and monitoring of receivables
  • Prepare materials for use in status account reviews conducted at multiple corporate levels
  • Responsible for territory risk management and customer satisfaction attainment
  • Ensure all customer communications are documented in an accurate and timely manner
  • Ensure accounts operate within approved guidelines and obtain the appropriate level of management approval in exception situations
  • Keep customers apprised of the financial health of their account and its ability to support current and future financing volumes
  • Proactive account management with effective communication skills
  • Operate proactively at all times
  • Timely reporting/escalating of risks, exceptions, incidents to Upline Managers
  • Ensure agreements and all programs relevant procedures are updated regularly and safely stored on its respective file cabinets
  • Share knowledge, initiatives, and find better ideas to improve external and internal client satisfaction
  • Support additional ad-hoc projects
  • Adhere to company & operations policies
  • Contribute to maintaining a positive, transparent, open, and creative thinking working environment

Requirements

  • Fluent in English and Spanish
  • Experience in handling complex and sensitive accounts
  • Excellent analytical & problem-solving skills
  • Thrives in a multi-task environment where there are competing priorities and deadlines/deliverables
  • Ability to remain poised and calm under pressure
  • Structured, fact-based way of work
  • Prioritization
  • Pro-activity
  • Time management skills with the ability to meet deadlines
  • Ability to adapt to frequent changes effectively
  • Take ownership and accountability of work assigned
  • Proficient in Microsoft Office especially Excel
  • Strong communication skills both verbal and written
  • Highly organized with strong attention to detail
  • Team player - energetic, enthusiastic, and personable
  • Ability to perform duties with the highest level of confidentiality and integrity

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law.



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