Client Success Operations Team Member
4 semanas atrás
About the Role:
The Client Success Operations Team is responsible for the diligent management of assigned Buyers, including country-specific requirements, client servicing, service delivery, exceptions processing, program monitoring, and risk reporting.
Key Responsibilities:
- Support clients across the Americas geography.
- Develop and maintain strong working relationships with numerous Buyer 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 accounts operate within approved guidelines and obtain the appropriate level of management approval in exception situations.
- Document all customer communications in an accurate and timely manner.
- Keep customers informed of the financial health of their account and its ability to support current and future financing volumes.
- Proactively manage accounts.
- Operate proactively at all times.
- Share knowledge, new ideas, and find better ideas for the team.
- Timely reporting and escalating of risks, exceptions, incidents to Upline Managers.
- Ensure all important documents are filed safely.
- Adhere to company and operations policies.
- Contribute to maintaining a positive, transparent, open, and creative thinking working environment.
- From time to time, willing to take over tasks/projects not directly related to this function.
- Willing to be part of potential projects.
- Multicultural sensitivity/awareness.
Requirements:
- Minimum 2 years of experience in a relevant industry.
- Fluent in English and Spanish.
- Thrives in a multi-task environment with competing priorities and deadlines/deliverables.
- Ability to remain poised and calm under pressure.
- Structured, fact-based way of work.
- Prioritization.
- Proactivity.
- 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.
Peridot Financing Solutions is an equal opportunity employer and welcomes applications from diverse candidates.
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