GreatAmerica Financial Services
ClientRelationshipSpecialist
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“Client Relationship Specialist at GreatAmerica Financial Services. Skills: Client relationship management, Client onboarding, Internal coordination. Maintaining and enhancing the relationship between GPSG and key external clients. Ensuring the continued growth and success of existing client relationships”
What You'll Achieve.
Ensuring the continued growth and success of existing client relationships; Ensure a good outcome for the client; Ensure servicing standards and expectations are met; Ensure onboarding is on schedule and meeting needs
Industry & Context.
Analytical skills; Demonstrates problem solving skills
Periodic large project-oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly
What They're Looking For.
Must Have
Self-directed with communication, analytical and demonstrates problem solving skills, 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, 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.
What You'll Do.
Maintaining and enhancing the relationship between GPSG and key external clients
Ensuring the continued growth and success of existing client relationships
Effective onboarding of new client relationships
Understanding client's unique needs and day-to-day operational issues
Owning the follow-up on client needs or issues
Working closely with the GPSG internal operational team to ensure a good outcome for the client
Develop and maintain loyalty over the long-term with key clients
Gaining a deep understanding the client’s business
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
Prepare communication plans to keep clients up to date with developments in the Company
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
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
Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs
Utilizing internal GPSG client request portal
track and document all client issues and requests
Coordinate with the GPSG operations teams that deal directly or indirectly with clients
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
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
Develop 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
communicate and manage the prioritized client request map
coordinate requests with the client to ensure that they are understood
interface with various departments and functional teams
Work with the GPSG operations team to ensure that projects are developed
How You'll Work.
Team & Collaboration
Working closely with GPSG internal operational team; Working with GSPG operations team; Coordinate with the GPSG operations teams that deal directly or indirectly with clients; Updates internal teams with important client news; Interface with various departments and functional teams; Work with the GPSG operations team to ensure that projects are developed
Communication Scope
Excellent verbal and written communication skills; Develop 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; Prepare communication plans to keep clients up to date with developments in the Company
Process & Methodology
Management of GPSG internal Standard Operating Procedure for each client, Create and update a clearly documented onboarding plan, Refinement of Onboarding Process to develop long-term scalable solutions for the onboarding of new clients, Create, communicate and manage the prioritized client request map, Ensure that projects are developed
Full Job Description
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 d
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