GreatAmerica Financial Services
Client Relationship Manager - PSG
GreatAmerica Financial Services, Cedar Rapids, Iowa, United States, 52404
4 days ago Be among the first 25 applicants
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 to Add a Key Member to Our Portfolio Services Group!
As an integral component of the GreatAmerica Portfolio Services Group (GPSG) team, the Client Relationship Manager (CRM) 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 CRM 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 CRM will own the follow-up, working closely with the GPSG internal operational team to ensure a good outcome for the client. Ultimately, the CRM is a strong businessperson, with a capacity to understand key client needs or issues and the organizational skills to ensure strong delivery.
Existing Client Relationship Management (emphasis on 5 largest clients)
Develop and maintain loyalty over the long-term with key clients by gaining a deep understanding of the client’s business and encouraging joint projects that are strategically important.
Champion client requests and issues, ensuring efficient and effective solutions.
Manage GPSG internal Standard Operating Procedure for each client.
Work with the GPSG operations team to ensure all interactions with clients are well documented.
Prepare communication plans to keep clients updated 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.
New Client Relationship Onboarding
Manage onboarding process for new client relationships.
Create and update a clearly documented onboarding plan.
Refine onboarding process to develop long-term scalable solutions for new clients.
Work with the GPSG operations team to ensure all onboarding steps are well documented within the SOPs.
Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs.
Internal Communication and Coordination with GPSG Operations Team
Utilize internal GPSG client request portal to track and document all client issues and requests.
Coordinate with GPSG operations teams that deal directly or indirectly with clients to ensure key accounts receive appropriate service.
Work with GPSG operations team to ensure establishment of policies and standards of service for each department and monitor operation performance.
Update internal teams with important client news and give regular updates during Hudl meetings.
This role will apply proven communication, analytical and problem-solving skills. Regular communication with key stakeholders inside and outside GreatAmerica will be crucial.
As a Client Relationship Manager, You Will
Relationship Management
Provide ownership and single point of contact for key client relationships.
Build and manage strategic relationships with appropriate counterparts within GPSG client’s business.
Occasional travel will be required for strategic partner visits, client visits and industry events.
Keep abreast of new industry developments that will have an effect on internal operations and the company-client relationship.
Account Planning
Develop a deep knowledge of GPSG client’s business, including future growth plans, to ensure servicing solutions are aligned.
Proactively define and develop new servicing offerings to enhance client loyalty.
Maintain awareness of changes in environment that affect the overall business plan and respond accordingly.
Monitor industry trends and build competitive intelligence that translates into potential GreatAmerica opportunities.
Communication
Develop strong 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.
Create, communicate and manage the prioritized client request map.
Coordination
Externally, coordinate requests with the client to ensure they are understood.
Internally, interface with various departments and functional teams.
Work with the GPSG operations team to ensure projects are developed.
Business Unit
Actively participate in GPSG leadership initiatives and recommend courses of action aligned with the vision of the Business Unit.
Attributes
Conducts self in a manner consistent with GreatAmerica principles.
Exemplary interpersonal skills and personable demeanor.
Deep understanding of mutual goals and individual issues.
Demonstrated ability to successfully and simultaneously oversee multiple projects with conflicting objectives and priorities.
Proactive approach to problem solving.
Strong client relationship ability and communication skills.
Ability to work with internal stakeholders to build consensus on key elements of strategy.
Acts as a primary point of contact to maintain a strong and collaborative relationship with all stakeholders.
Strong business acumen and ability to understand underlying business issues faced by the client.
Serves in a solutions-oriented consultant role that promotes change and process improvement.
Problem solving attitude, with focus on improving processes with a disciplined approach.
Entrepreneurial attitude, with the ability to thrive in a fast-paced work environment.
Demonstrated self-starter who is goal oriented, a critical thinker and a creative problem solver.
Strong negotiation skills and ability to develop and manage stakeholder expectations.
Must be able to multi-task and have a combination of organizational and analytical skills.
Effectively displays solid leadership skills and the ability to influence without authority.
Strong sense of urgency and follow-through in addressing issues.
Excellent interpersonal and relationship building skills to build credibility.
Exceptional communication skills (both verbal and written).
Conducts self-consistent with GreatAmerica principles.
To Be Successful In This Role You Will Need Education
Bachelor’s degree or equivalent required.
Experience
Minimum 5 years of work experience in a client relationship management role.
Computer Skills
Advanced knowledge of Microsoft Office Suite and GreatAmerica internal systems.
Client utilized systems (e.g., front end platforms, etc.).
Other Requirements
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.
Financial Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, And Family Planning Benefits
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Education And Career Planning Benefits
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Perks
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, 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.
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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 to Add a Key Member to Our Portfolio Services Group!
As an integral component of the GreatAmerica Portfolio Services Group (GPSG) team, the Client Relationship Manager (CRM) 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 CRM 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 CRM will own the follow-up, working closely with the GPSG internal operational team to ensure a good outcome for the client. Ultimately, the CRM is a strong businessperson, with a capacity to understand key client needs or issues and the organizational skills to ensure strong delivery.
Existing Client Relationship Management (emphasis on 5 largest clients)
Develop and maintain loyalty over the long-term with key clients by gaining a deep understanding of the client’s business and encouraging joint projects that are strategically important.
Champion client requests and issues, ensuring efficient and effective solutions.
Manage GPSG internal Standard Operating Procedure for each client.
Work with the GPSG operations team to ensure all interactions with clients are well documented.
Prepare communication plans to keep clients updated 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.
New Client Relationship Onboarding
Manage onboarding process for new client relationships.
Create and update a clearly documented onboarding plan.
Refine onboarding process to develop long-term scalable solutions for new clients.
Work with the GPSG operations team to ensure all onboarding steps are well documented within the SOPs.
Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs.
Internal Communication and Coordination with GPSG Operations Team
Utilize internal GPSG client request portal to track and document all client issues and requests.
Coordinate with GPSG operations teams that deal directly or indirectly with clients to ensure key accounts receive appropriate service.
Work with GPSG operations team to ensure establishment of policies and standards of service for each department and monitor operation performance.
Update internal teams with important client news and give regular updates during Hudl meetings.
This role will apply proven communication, analytical and problem-solving skills. Regular communication with key stakeholders inside and outside GreatAmerica will be crucial.
As a Client Relationship Manager, You Will
Relationship Management
Provide ownership and single point of contact for key client relationships.
Build and manage strategic relationships with appropriate counterparts within GPSG client’s business.
Occasional travel will be required for strategic partner visits, client visits and industry events.
Keep abreast of new industry developments that will have an effect on internal operations and the company-client relationship.
Account Planning
Develop a deep knowledge of GPSG client’s business, including future growth plans, to ensure servicing solutions are aligned.
Proactively define and develop new servicing offerings to enhance client loyalty.
Maintain awareness of changes in environment that affect the overall business plan and respond accordingly.
Monitor industry trends and build competitive intelligence that translates into potential GreatAmerica opportunities.
Communication
Develop strong 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.
Create, communicate and manage the prioritized client request map.
Coordination
Externally, coordinate requests with the client to ensure they are understood.
Internally, interface with various departments and functional teams.
Work with the GPSG operations team to ensure projects are developed.
Business Unit
Actively participate in GPSG leadership initiatives and recommend courses of action aligned with the vision of the Business Unit.
Attributes
Conducts self in a manner consistent with GreatAmerica principles.
Exemplary interpersonal skills and personable demeanor.
Deep understanding of mutual goals and individual issues.
Demonstrated ability to successfully and simultaneously oversee multiple projects with conflicting objectives and priorities.
Proactive approach to problem solving.
Strong client relationship ability and communication skills.
Ability to work with internal stakeholders to build consensus on key elements of strategy.
Acts as a primary point of contact to maintain a strong and collaborative relationship with all stakeholders.
Strong business acumen and ability to understand underlying business issues faced by the client.
Serves in a solutions-oriented consultant role that promotes change and process improvement.
Problem solving attitude, with focus on improving processes with a disciplined approach.
Entrepreneurial attitude, with the ability to thrive in a fast-paced work environment.
Demonstrated self-starter who is goal oriented, a critical thinker and a creative problem solver.
Strong negotiation skills and ability to develop and manage stakeholder expectations.
Must be able to multi-task and have a combination of organizational and analytical skills.
Effectively displays solid leadership skills and the ability to influence without authority.
Strong sense of urgency and follow-through in addressing issues.
Excellent interpersonal and relationship building skills to build credibility.
Exceptional communication skills (both verbal and written).
Conducts self-consistent with GreatAmerica principles.
To Be Successful In This Role You Will Need Education
Bachelor’s degree or equivalent required.
Experience
Minimum 5 years of work experience in a client relationship management role.
Computer Skills
Advanced knowledge of Microsoft Office Suite and GreatAmerica internal systems.
Client utilized systems (e.g., front end platforms, etc.).
Other Requirements
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.
Financial Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Health, Wellbeing, And Family Planning Benefits
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Education And Career Planning Benefits
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Perks
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.
Please note, 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.
#J-18808-Ljbffr