Our Client seeks a passionate Client Management Operations professional to join a high growth supply chain and working capital platform. The role will work alongside senior leadership, developing and maintaining the structure of a well-positioned working capital financing business, particularly in support of Accounts Receivable Discounting (AR) and Supply Chain Finance (SCF) programs. Working to drive internal reporting and existing client satisfaction, the role requires a team-oriented self-starter, who is thorough, yet efficient (able to deliver accurately in a timely manner) and able to communicate effectively at all levels (internal, external and with third party service providers).

PRIMARY RESPONSIBILITIES:

Drive value creation for clients, thinking ahead to develop strategies and deliverables that are customized to the Client

Support all elements of Client Management Operations as a point of contact for existing client base, to include by not limited to existing programs, changes, negotiations, enhancements and contracts

Engage with complex, large, enterprise customers supporting originations in deployment of our working capital solutions

Develop and maintain scalable internal reporting solutions to ensure contractual controls are being monitored and met

Support proactive relationship management, anticipating client needs/requests and seize every opportunity to deepen relationships

Work closely with our operational partner to ensure program is operating as expected and in accordance with the program documentation

Maintain excellent communication with all relevant stakeholders on all deliverables and timelines. Act as liaison across origination, credit, finance, legal, and technology

Continually leverage and optimize internal technology systems. Track, research and resolve issues to ensure smooth operations

Perform KYC and due diligence processes

Perform ad-hoc assignments over and above the daily role as needed in a company in its early stages of development

QUALIFICATIONS AND EXPERIENCE:

Relevant work experience at one or more of the following types of firms: banking (multi-national corporate preferred), trade finance company, financial technology company providing working capital financing for large corporate B2B transactions.

Bachelors degree in finance, economics, business management or similar quantitative major

Minimum of 3 years of supply chain or working capital experience within a client support role, with strong communication, interpersonal and organizational skills

Previous experience working with and coordinating numerous internal and external parties (stakeholders, consultants, other vendors) to implement initiatives, ensure productivity and flawless execution

Proficient project management experience deploying solutions within large complex corporate environments

Strong Excel and Word skills

Ability to work autonomously, identify and solve problems and know when to escalate issues

Adept at balancing multiple tasks simultaneously to meet the demands of a rapidly growing consumer and commercial financial services company

An energetic, forward thinking, creative individual with high ethical standards

Exceptional analytical and critical thinking skills

Ability and willingness to adapt and learn new technologies and processes

Featured benefits

Medical insurance, Vision insurance, Dental insurance, 401(k), Paid paternity leave, Paid maternity leave, Tuition assistance, Commuter benefits, Disability insurance, Child care support

If interested, please contact Scott Barcalow @ scott@rflores.com or Bob Flores @ bob@rflores.com