4 дня назад
Client Manager (Financial Services)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Manager (Financial Services): Managing and growing existing client accounts in a financial data and technology environment with an accent on sales, retention, service delivery, and consultative discovery. Focus on identifying renewal and upsell opportunities, coordinating product and service changes, and navigating complex credit, risk, fraud, and decisioning requirements.
Location: Heredia, Costa Rica. The role is listed as hybrid and is also described as a fully remote opportunity.
Company
is a global data and technology company serving financial services, healthcare, automotive, insurance, and other markets across 32 countries.
What you will do
- Manage, retain, and grow revenue within an existing client base.
- Handle inbound sales and service inquiries and conduct outbound calls and email communications.
- Build client relationships through service support, research, special projects, and product training.
- Lead consultative discovery sessions to identify renewal and upsell opportunities.
- Monitor client usage trends and coordinate with ClientCare, Billing, Product, Technical Support, and Implementation.
- Manage sales from qualification and proposal generation through contracting, including documentation for security, credentialing, data reporting, and legislative requirements.
Requirements
- At least 2 years of customer-facing and sales experience.
- At least 3 years of experience in credit bureaus, financial services, banking, credit unions, or mortgages.
- Understanding of credit, risk, fraud, and decisioning programs.
- Experience with a team-based service and sales approach.
- Working knowledge of Salesforce CRM.
- Bachelor's degree.
Culture & Benefits
- Hybrid and work-from-home flexibility.
- Medical, life, and dental insurance.
- Paid time off, family bonding, and bereavement leave.
- Annual performance bonus and education reimbursement.
- International Share Save Plan, Asociacion Solidarista, and referral program.
- Inclusive, purpose-driven workplace with a global workforce.
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