Customer Engagement Manager
4 weeks ago
Aimee Willow Connex is seeking a dedicated professional to join our dynamic factoring team, focused on empowering clients to achieve sustainable growth. Our organization prides itself on delivering flexible and client-centered cash flow solutions.
Position Overview
The Client Relationship Specialist will be responsible for managing a diverse portfolio of clients, ensuring their financial health through careful monitoring and personalized service.
Key Responsibilities
- Facilitating transaction processing efficiently.
- Overseeing RBS operations and managing collections allocation.
- Coordinating document processing with necessary paperwork (invoices/timesheets).
- Administering client payment processing.
Account Management Duties
- Supervising credit control to guarantee timely debt recovery.
- Providing exceptional client service, including conducting client visits.
- Performing regular client performance evaluations.
- Conducting risk assessments.
- Gaining a comprehensive understanding of each client's business model.
- Verifying the legitimacy of invoices and supporting documentation.
- Addressing and resolving any disputes that arise.
- Making informed decisions regarding funding limits.
- Establishing new customer accounts.
Additional Responsibilities
- Assuming other tasks within the job scope as needed.
- Providing coverage for team members across various departments.
- Conducting monthly reviews with clients.
- Participating in company training sessions and meetings.
Qualifications
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