Customer Engagement Manager

4 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Aimee Willow Connex Full time

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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