1 час назад
Client Relationship Manager II (Fintech)
55 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Relationship Manager II (Fintech): Managing customer accounts and driving renewal revenue for small-business financing solutions with an accent on full-cycle sales, consultative selling, and cross-functional collaboration. Focus on prospecting, negotiating and closing renewal business, handling customer issues, and building strategic financial plans across Legal, IT, Security, Finance, and Underwriting.
Location: Remote within the US Eastern Time region, with consideration for candidates residing in New York, New Jersey, Connecticut, or other states where or a subsidiary has an established physical presence.
Salary: $55,000 base salary plus commission.
Company
provides tailored financing solutions to small businesses as a direct lender and marketplace connected to lending partners.
What you will do
- Create and drive revenue within an assigned region or account list.
- Manage the full-cycle sales process, including prospecting, contract negotiation, and closing renewal business.
- Assess customer needs and usage patterns, provide recommendations, and communicate the value of cash advances.
- Manage inbound customer communication and coordinate billing, legal, security, and technical inquiries.
- Collaborate with Underwriting, leadership, and other internal stakeholders to build strategic financial plans.
- Manage the sales pipeline and communicate deal status, timelines, and risks to senior leadership.
Requirements
- At least 1 year of prior full-cycle sales experience, ideally in financial services or consultative sales.
- Bachelor’s degree or an equivalent combination of education and experience preferred.
- Experience selling across multiple products and industries and engaging stakeholders in Legal, IT, Security, and Finance.
- Experience building customer relationships through communication tools and collaborating with internal sales teams.
- Experience with CRM programs; Salesforce is preferred.
- Strong verbal and written communication, accountability, basic business math, and organizational skills.
Nice to have
- Consultative selling, solution selling, prospecting, discovery, objection handling, planning, and closing skills.
- Working knowledge of Microsoft Suite, CRM, pricing, equipment, or payment gateways.
- Competitive spirit, adaptability, resourcefulness, and openness to feedback and coaching.
Culture & Benefits
- Fast-paced environment with an emphasis on self-direction, accountability, and integrity.
- Medical, dental, vision, disability, life, and supplemental insurance options.
- Paid maternity and parental leave, paid time off, and sick time.
- 401(k) plan with a 25% company match on contributions up to 6% of annual salary.
- Tuition reimbursement of up to $5,000 annually, conference and career development opportunities, and work-related travel reimbursement.
- Commuter, lifestyle, wellness, discount, and financial service benefits.
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