Client Success Operations Team Member

4 semanas atrás


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

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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