Account Manager, Client Relationship Manager in RocketBNK

26 липня 2024

Account Manager, Client Relationship Manager

віддалено

About Us:

— Incoming Correspondence Handling: Efficiently manage incoming correspondence from PP and HRC to ensure prompt and accurate responses.
— Deal Management: Handle incoming deals from the portal, ensuring they are processed accurately and in a timely manner.
— Opportunity Identification: Identify potential placement for inbound deals with our solutions or third parties (PP and HRC).
— Service Offering: Engage with PP portal registered users who haven’t completed the application process, offering our services to encourage completion.
— Data Entry: Enter and update deals in  Monday.com , ensuring all information is accurate and up-to-date.
— Follow-Up: Conduct follow-ups on deals with agents, clients, and third-party solutions to ensure smooth progression.
— Documentation Collection: Collect and validate paperwork for ISO, ensuring all documents meet required standards.
— Document Review: Collect and perform initial reviews of supporting document packages for merchants.
— MPA Preparation: Pre-fill MPAs and send them via DocuSign or email for client completion.
— Statement Analysis: Analyze processing statements to identify any discrepancies or issues.
— Submission to Underwriting: Submit necessary documentation to underwriting (HRC and PP) for approval.
— CRM and OneDrive Management: Ensure proper entry and storage of information and documentation in the CRM and OneDrive.
— Hierarchy Creation: Create a hierarchy in TSYS once an account is approved (CBOS).
— Welcome Communication: Send welcome letters to new clients, ensuring they have all necessary information to get started.

Qualifications:

— Proven experience as a Relationship Manager or in a similar role.
— Experience as an Account Manager, with a history of managing client accounts.
— Experience conducting client calls and presenting demos.
— Strong organizational skills and attention to detail.
— Excellent communication and interpersonal skills.
— Proficiency in CRM software and other relevant tools (e.g., Monday.com , DocuSign).
— Ability to work independently and manage multiple tasks simultaneously.
— Experience in handling client correspondence and documentation.
— Familiarity with the ISO validation process and merchant documentation requirements is a plus.
— Fluent English language skills are required.

Benefits:

— Competitive salary and benefits package.
— Health insurance coverage.
— Fitness class reimbursement.
— Educational and training budget.
— Opportunities for professional development and career advancement.
— Collaborative and supportive work environment.
— Flexible working hours.