GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.
We are looking for a key member of our Portfolio Services Group!
The Client Relationship Specialist is an integral component of the GreatAmerica Portfolio Services Group (“GPSG”) team, the Client Relationship Specialist (“CRS”) is responsible for maintaining and enhancing the relationship between GPSG and key external clients. This will include ensuring the continued growth and success of existing client relationships, as well as the effective onboarding of new client relationships that have been originated by sales. This is a true hybrid position, requiring both external customer relationship ability, as well as strong internal communication and coordination skills. The CRS will work closely with GPSG clients to understand their unique needs and day-to-day operational issues. Once the client’s needs or issues are understood and documented, the CRS will own the follow-up, working closely with the GPSG internal operational team to ensure a good outcome for the client. Ultimately, the CRS is a strong businessperson, with a capacity to understand key client needs or issues and the organizational skills to ensure strong delivery.
As a Client Relationship Specialist, you will:
Existing Client Relationships
Develop and maintain loyalty over the long-term with key clients. This will be achieved by gaining a deep understanding the client’s business, and encouraging joint projects that are strategically important to the client
Champion client requests and issues, ensuring efficient and effective solution
Management of GPSG internal Standard Operating Procedure for each client
Working with GSPG operations team, ensure that all interactions with clients are well documented
Prepare communication plans to keep clients up to date with developments in the Company.
As necessary, arrange meetings and lead presentations with clients to review status of relationships
Facilitate scheduled calls/meetings with clients to ensure servicing standards and expectations are met
New Client Relationship Onboarding
Assistance with Onboarding Process for new client relationships
Create and update a clearly documented onboarding plan
Refinement of Onboarding Process to develop long-term scalable solutions for the onboarding of new clients
Working with GSPG operations team, ensure that all onboarding steps are well documented within the SOP’s
Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs
Internal Communication and Coordination with GPSG operations Team
Utilizing internal GPSG client request portal, track and document all client issues and requests
To ensure that key accounts receive the appropriate level of service, the CRS coordinates with the GPSG operations teams that deal directly or indirectly with clients
The CRS works with the GPSG operations team to ensure the establishment of policies and standards of service for each department and monitors the operation’s performance
Updates internal teams with important client news and gives regular updates during Hudl meetings
To be successful in this role, you will need:
This role requires a person that is self-directed with strong communication, analytical and demonstrates problem solving skills.
Relationship Assistance:
Provide ownership and single point of contact for key client relationships
Build and manage strategic relationships with appropriate counterparts within GPSG client’s business
Keep abreast of new industry developments that will influence internal operations and the company-client relationship
Communication:
Develop strong lines of communication with all levels at key GPSG clients
Regularly communicate strategic direction and status of all outstanding client requests/projects to Business Unit and Functional Leadership
Create, communicate and manage the prioritized client request map
Coordination:
Externally, coordinate requests with the client to ensure that they are understood
Internally, interface with various departments and functional teams
Work with the GPSG operations team to ensure that projects are developed
Skills and Abilities
Education
Working towards a bachelor’s degree or equivalent
Experience
Entry-level or 1-2 years of work experience in client relationship assistance role
Computer Skills
Advanced knowledge of the Microsoft Office Suite. GreatAmerica internal systems knowledge
Client utilized systems (e.g. front-end platforms, etc.).
Other Requirements
Exceptional organizational, analytical and follow-through skills
Excellent verbal and written communication skills
Role will likely include periodic large project-oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly
Must demonstrate sound business judgment
Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:
Financial Benefits
Health, Wellbeing, and Family Planning Benefits
Education and Career Planning Benefits
Perks
If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.