Client Success Manager

Company Info:

Dedicated Financial GBC is a for profit, faith-based commercial finance portfolio servicing company founded in 2015. We are dedicated to using our business as a force for good. Each line of our business supports a non-profit with a focus on hunger, safety, and freedom. We believe in prioritizing people over profit and give our team the opportunity to make a significant impact in the world.

Position Summary:

The Client Success Manager is integrated throughout the client satisfaction, retention processes and account placement of assigned clients. The role of the CSM is one of the most important at Dedicated as they support the relationship for clients we have worked hard to acquire.

Key Responsibilities:

Deliver world-class service to assigned clients, including reporting and account updates as requested. Cultivate relationships that set Dedicated Financial GBC apart from the competition. Develop and maintain a client contact database inclusive of details that can be referenced or utilized to maximize satisfaction (e.g. birthday, hobbies, goals, challenges, communication preferences, etc.). Proactively upsell, resell and engage current former clients for the purpose of expanding relationships and Dedicated's expanded scope of services. Document client service activities weekly in Salesforce and/or Simplicity Collect software. Be a strong advocate of client relationships. Meet or exceed quarterly retention and growth goals. Meet or exceed net promoter score (NPS) and client satisfaction (CSAT) goals. Represent Dedicated at select industry events. Other duties as assigned.

Key Competencies:

Proactive and highly responsive communicator. Stress tolerance; meet deadlines and handle regular time sensitive situations with vigor. Meet or exceed position goals and metrics. Self-directed individual with strong motivation and willing to take initiative. Strong analytical, critical thinking, and problem-solving skills. Excellent verbal and written communication skills. Flexibility, team orientation, and willingness to learn. Ability to oscillate effectively between relationship, solution, and benefit selling techniques.

Requirements:

A minimum of 3-5 years of experience in the fields of customer service, client satisfaction, client account management, and/or commercial collections. Aptitude using Microsoft 365® products including Outlook® and Teams®. Proven ability to establish and maintain interpersonal relationships. High School Diploma or GED equivalent. Experience with the collections industry, commercial collections preferred. Bachelor's degree in business management, operations, communications, or similar preferred.

Benefits:

Medical Dental and vision insurance Complimentary group life and short-term disability 401k plan with up to 5% match Great culture and office aesthetics Company Champlin onsite Gym and mental health copay reimbursement Complimentary family chiropractic care Financial Peace University tuition reimbursement Free snacks and beverages Volunteer time off Paid time off (paid birthday time off) Culture that leads with love & grace Dedicated to Serve events and Team Member activities Social and Environmental Impact Dedicated is proud to sponsor several Non-Profit Organizations ("NPOs") through the revenue generated by our team as well as the efforts of our entire workforce. At Dedicated, we believe business has the greatest opportunity to change the world and we're taking the steps to prove it. Some of the NPOs we partner with include: Feed My Starving Children, Restavek Freedom, Cradle of Hope, American Gold Star Mothers, createMPLS, Healing Haiti, Habitat for Humanity, and Love Life Now. For more information about our mission or the mission of some of the NPOs we support, visit: https://www.dedicatedgbc.com/mission Dedicated Financial GBC is an equal opportunity employer.

Pay:

$60,000.00 - $70,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Paid training Vision insurance Volunteer time off

Work Location:

In person