Client Success Manager

4 days ago

Woodbridge, Canada REV Capital Full time

Role: Client Success Manager
Type: Full-Time, Permanent
Location: Onsite, Woodbridge HQ

**Client Success Manager**

REV Capital is looking for a Client Success Manager to join our growing team The Client Success Manager will be the first point of contact (after Sales and Underwriting) for our new clients and will be responsible for onboarding new clients, with the possibility in resolving conflicts within the existing clientele.

Cashflow restrictions are a universal challenge for B2B business owners. At REV Capital, the leading North American provider of full-service factoring, we help our clients bridge that gap and grow sustainably.

**How does invoice factoring work?**

A business sells its unpaid invoices to a third-party company (known as a 'factor') at a discounted rate, receiving up to 98% of their invoice value immediately. The factor then handles collections and underwriting, so the business owner no longer needs to worry about net terms or chasing payments from their customers.

The result? Business owners can reinvest time and cashflow into their operations, helping them grow, stay competitive, and become industry leaders. Want to learn more about the value of factoring? Here's a practical breakdown by Loren, our CEO.

Our team at REV is passionate about helping others. We embrace diversity and inclusivity, offering a flexible environment where professional and personal growth happens - just like with the hundreds of clients we support daily.

Ready to make an impact? Let's explore the difference you can make on our team

**About YOU**:
The Client Success Manager serves as the key liaison between the company and its clients, managing the clients' onboarding process, resolving conflicts that may arise, and providing support throughout the factoring lifecycle. The role involves working closely with clients to understand their funding needs, while guiding them through the day-to-day funding processes, and maintaining a productive relationship by ensuring timely payments and managing collections if necessary.

**Core Responsibilities**:
**1. Client Onboarding for Funding**:

- Assist new clients through day to day funding processes, explaining terms, interest rates, payment plans, etc.
- Verify and ensure all necessary documentation is submitted and in compliance before funding.
- Ensure that customer notification and verifications are performed in-line with requirements.

**2. Portfolio Management**:

- Provide clients with updates on the status of their reserves, portfolio and any necessary next steps.
- Manage allocated Accounts Receivable portfolio through efficient and effective collection practices and compliance with company policies and procedures.
- Establish and maintain a professional relationship with customers, debtors and all internal stakeholders.
- Ensure that customer notification and verifications are performed in-line with requirements.
- Use collection and verification queues and call backs in conjunction with aging profile and risk scores to determine calling priorities, with the goal to shorten the days of sales outstanding.
- Identify issues causing delays in payment and work to resolve those issues by partnering with various departments to establish and satisfy criteria required for timely payment.

**3. Relations Management**:

- Establish and nurture professional relationships with clients and stakeholders.
- Establish and maintain excellent working rapport with internal and external customers.

Ensure all activities adhere to organizational policies and procedures. Perform other duties as assigned, adapting to the needs of the organization.

**Qualifications**:

- Bachelor's Degree in Finance, Client Relations, or another business-related field, is preferred
- 4+ years of experience as an Account Manager or Relationship Manager in a financial environment
- Stellar verbal and written communication skills is a must
- A customer-oriented attitude
- Negotiation skills and advanced customer service skills to remain personable with clients to build relationships
- Team building, collaboration abilities, and strong problem-solving skills to help clients overcome any obstacles; developing solutions that enhance the clients' efficiency

**What We Offer**:

- Employer matching RRSP - DPSP program
- Competitive compensation plan
- Flexible work schedule
- Growth and development opportunities
- Team outings and social events
- Excellent extended medical, dental, and vision benefits plan that is 100% employer paid

Let your journey at REV Capital begin

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