The Client Relations Manager is the primary between the collection staff and our clients. In addition, the position requires open, ongoing communication with the sales team to understand clients’ expectations in the handling of the accounts they have entrusted to our company. The successful fulfillment of these responsibilities will result in the retention and growth of the company's existing client base, thereby contributing to the company’s revenue goals.
Essential Duties
Essential duties and responsibilities include the following. Other duties may be assigned as deemed necessary by Senior Management.
- At the collections staff’s request, ask the client for documentation supporting balances placed for collection with us
- Confirm direct payments with the client
- Present debtor settlement offers to clients. The CRM should provide as much detail as possible to the client to make an informed decision on a given settlement. Clients generally appreciate our recommendation on whether or not to accept
- Present debtor disputes to the client to get the client’s input as to how our company should respond. CRM should thoroughly review documents that we already possess to determine whether or not a dispute has already been addressed by the client at some earlier time
- Provide client with a status of accounts when requested
- Work with sales and/or support in providing clients with reports requested
- Work closely with sales staff in keeping sales informed of any changes in client personnel or procedures.
- Monitor and update various client handling specifications (settlement authority, account handling procedures, etc.) and notify sales or sales management of pertinent changes
Supervisory Responsibilities
The incumbent in this position does not supervise staff. This incumbent manages his/her assigned territory and accounts.
Mental Demands
The incumbent in this position must be able to accommodate the following demands:
- Long periods of repetitive work activity.
- Time pressures and tight deadlines.
Requirements
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this job. Individual abilities may result in some deviation from these guidelines.
To effectively perform in this position, the incumbent is required to:
- Proficient in operating computer software programs (such as CUBS, Word, and Excel).
- Basic math skills.
- Basic logic and reasoning skills.
- The ability to interact effectively with the public, customers, employees, and management.
- The ability to perform this job successfully and satisfactorily.
- The incumbent must be able to perform this job safely, without endangering the health or safety of him/herself or others.
Job Requirements
The incumbent in this position is required to have:
- High School Diploma (College Degree preferred)
- A minimum of 3 – 5 years experience in customer service and/or accounts receivable experience.
- Ability to effectively present information and respond to questions from clients, sales, collections, and senior management.
- Ability to solve practical problems and deal with a variety of concrete variables. ∙ Excellent oral and written communication skills.
- Excellent research and analytical skills.
- Strong interpersonal skills, both written and verbal
Benefits
- Client Relationship: You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
- Payment: All payments for your services will be handled directly by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
- Vacation Leaves and Holidays: While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.