Current jobs related to Customer Relationship Specialist - Miami - Fora Financial

  • Customer Relationship Manager

    2 weeks ago

    Miami, United States NextEra Energy Resources Full time

    Job SummaryWe are seeking a highly skilled Associate Customer Account Specialist to join our team at NextEra Energy Resources. As a key member of our customer-facing team, you will be responsible for building and maintaining strong relationships with our customers, ensuring their needs are met and exceeded.Key ResponsibilitiesMaintain and cultivate customer...

  • Customer Success Specialist

    4 weeks ago

    Miami, Florida, United States CashCloud Full time

    Customer Success SpecialistCashCloud is a leading company in the financial industry, and we are seeking a highly skilled Customer Success Specialist to join our team. As a Customer Success Specialist, you will be responsible for ensuring that our customers achieve their goals and objectives through effective communication, problem-solving, and...

  • Customer Relations Specialist

    7 days ago

    Miami, Florida, United States Mauricio Interiano - State Farm Agent Full time

    Customer Relations SpecialistAre you a people person with a passion for building strong relationships? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we may have the perfect opportunity for you!As a Customer Relations Specialist with Mauricio Interiano - State Farm Agent, you will be responsible for forging enduring...

  • Associate Customer Account Specialist

    3 months ago

    Miami, United States NextEra Energy Resources Full time

    Employees in this role are responsible for maintaining and cultivating customer relationships. This role serves as the primary point of contact for any and all aspects of the assigned customer account. Job Duties & Responsibilities Under direct super Account Specialist, Associate, Specialist, Customer, Retail

  • Customer Success Specialist

    3 weeks ago

    Miami, Florida, United States HirefinderRPO Full time

    Customer Success SpecialistAs a Customer Success Specialist at HirefinderRPO, you will play a vital role in ensuring the success of our clients. Your primary responsibility will be to develop and maintain strong relationships with our valued clients, providing them with exceptional service and support.Key Responsibilities:Client Relationship Management:...

  • Customer Onboarding Specialist

    2 weeks ago

    Miami, United States VensureHR Full time

    Job Title: Customer Onboarding SpecialistAt VensureHR, we're seeking a highly skilled Customer Onboarding Specialist to join our team. As a key member of our customer success team, you will be responsible for guiding hotel clients through their transition to our innovative digital platform.Key Responsibilities:Establish and maintain strong relationships with...

  • Client Relationship Specialist- Miami, FL

    1 month ago

    Miami, United States Charles Schwab Full time

    Position Type:Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to...

  • Client Relationship Specialist- Miami, FL

    1 month ago

    Miami, United States Charles Schwab Full time

    Position Type: Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a...

  • Bilingual Customer Support Specialist

    2 months ago

    Miami, United States TEAM Concepts Full time

    Join our dynamic team at TEAM Concepts as a Bilingual Customer Support Specialist!We are seeking a dedicated individual who can provide exceptional service in both English and Spanish. Your role will be crucial in ensuring customer satisfaction and fostering positive relationships.Key Responsibilities:1. Uphold a friendly, understanding, and professional...

  • Business Banking Relationship Specialist

    3 weeks ago

    Miami, United States First Horizon Full time

    Job Title: Business Banking Client Specialist Location: On site at specified location Overview Support Business Banking Relationship Managers in a variety of functions. Key Responsibilities IncludeAssist Relationship Managers with lending processesEvaluate and process loan requestsHelp manage client portfolios by addressing exceptions and overdue...

  • International Relationship Manager

    3 days ago

    Miami, Florida, United States Amerantbank Full time

    Job DescriptionAmerantbank is seeking a seasoned Relationship Manager to join our team. As a Relationship Manager, you will be responsible for managing and retaining a book of business of personal & commercial customers (usually $750K and above).Key Responsibilities:Develop new client business using external knowledge of target market (LATAM).Assess customer...

  • Sales Associate

    6 days ago

    Miami, Florida, United States Banter by Piercing Pagoda Full time

    Key Responsibilities:• Engage customers in conversation to understand their needs and objections, providing personalized service and building rapport.• Present merchandise and detailed information on features and benefits, highlighting the value proposition of our products.• Offer extended service plans and financing options, ensuring customers have a...

  • Customer Onboarding Specialist

    2 weeks ago

    Miami, United States VensureHR Full time

    Position Summary s an Onboarding Specialist, you'll be the beacon guiding hotel clients through their transition from traditional methods to their innovative digital platform. You will be responsible for establishing a strong relationship with new prospects as well as maintaining a strong relationship with existing accounts. Your effective communication...

  • Customer Onboarding Specialist FL On Site

    2 weeks ago

    Miami, United States Vensure Employer Solutions Full time

    Position Summary As an Onboarding Specialis t, you'll be the beacon guiding hotel clients through their transition from traditional methods to their innovative digital platform. You will be responsible for establishing a strong relationship with new prospects as well as maintaining a strong relationship with existing accounts. Your effective communication...

  • Customer Onboarding Specialist

    2 weeks ago

    Miami, United States Vensure Employer Solutions Full time

    Position Summary As an Onboarding Specialist, you'll be the beacon guiding hotel clients through their transition from traditional methods to their innovative digital platform. You will be responsible for establishing a strong relationship with new prospects as well as maintaining a strong relationship with existing accounts. Your effective communication...

  • Customer Support Specialist

    1 week ago

    Miami, Florida, United States Paradigm Full time

    Job Title: Customer Support SpecialistParadigm is a leading provider of cloud-based software solutions for the legal industry. We are seeking a highly motivated and customer-focused Customer Support Specialist to join our team.The ideal candidate will have excellent communication skills, a strong ability to problem-solve, and a passion for delivering...

  • Customer Success Specialist

    1 month ago

    Miami, United States HirefinderRPO Full time

    As a Customer Success Specialist, you will play a vital role in our success.Key Responsibilities:• Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.• New Business Development: Identify and pursue new business opportunities to expand our commercial...

  • Customer Success Specialist

    3 weeks ago

    Miami, United States HirefinderRPO Full time

    As a Customer Success Specialist, you will play a vital role in our success.Key Responsibilities:• Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.• New Business Development: Identify and pursue new business opportunities to expand our commercial...

  • Customer Success Specialist

    1 week ago

    miami, United States HirefinderRPO Full time

    As a Customer Success Specialist, you will play a vital role in our success.Key Responsibilities:• Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.• New Business Development: Identify and pursue new business opportunities to expand our commercial...

  • Customer Success Specialist

    1 month ago

    Miami, United States HirefinderRPO Full time

    As a Customer Success Specialist, you will play a vital role in our success.Key Responsibilities:• Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.• New Business Development: Identify and pursue new business opportunities to expand our commercial...

Customer Relationship Specialist

2 months ago

Miami, United States Fora Financial Full time
 

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan. 

Over the past fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of over 150 employees with new offices in New York and Miami. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment. 

Located in downtown Miami, you have the opportunity to enjoy spectacular waterfront views in our Class-A office space or enjoy lunch on the waterfront at the many wonderful restaurants within walking distance to the office. Our office sets the stage for our employees’ success and well-being. We provide all the tools and support needed to maximize your career potential, in addition to perks and extras like daily breakfasts, endless snacks, catered lunches, a chill lounge/games area and more. While we work very hard, we do not take ourselves too seriously. We enjoy a family-like camaraderie that fosters a passion for success in each Fora Financial Team member. If this sounds like an environment you would be passionate to work in – apply now

A DAY IN THE LIFE OF A CUSTOMER RELATIONSHIP SPECIALIST

  • Collaborate with cross-functional teams to onboard and integrate new clients, as well as developing existing client relationships.
  • Serve as the lead point of contact for all client matters pertaining to your portfolio of accounts.
  • Act as your client’s representative to ensure expectations are exceeded with emphasis on delivering an exceptional customer experience.
  • Communicate effectively with clients to understand their needs and explain product value.
  • Collect and analyze data to learn more about client behavior and identify trends.
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
  • Communicate progress updates of monthly/quarterly initiatives to internal and external stakeholders.
  • Track and report on key account metrics.
  • Assist with challenging client requests or issue escalations as needed.

WHAT YOU HAVE

  • 3+ years of proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager, Customer Service Manager, or relevant role.
  • Experience making outbound phone calls to customers.
  • Solid experience with CRM software (ex. Salesforce, HubSpot) and MS Office.
  • Strong track and experience delivering client-focused solutions to customer needs.
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail.
  • Excellent listening skills and presentation abilities.
  • Strong verbal and written communication skills.
  • BA/BS degree in Business Administration, Sales or relevant field required.
  • Bi-lingual (Spanish/English) preferred.

WHY FORA FINANCIAL?

  • Attractive company subsidized Medical, Dental and Vision plans with leading insurance providers
  • 401K Plan with Company Match
  • Life Insurance at No Cost to Employees
  • Generous Time Off Plan Including Rollover Vacation Days
  • Commuter Benefits
  • Health Care and Dependent Care Flexible Spending
  • Weekly breakfast, snacks and Wednesday lunches provided onsite
  • Hybrid working model 

Fora Financial is an Equal Opportunity Employer