Commercial Finance Account Manager

4 weeks ago


Raleigh, North Carolina, United States KI FINANCE INC Full time
Account Manager Job Description

KI Finance Inc is seeking a skilled Account Manager to join our team. As a Wholesale Account Manager, you will be responsible for day-to-day account management for clients with complex coverage needs.

Key Responsibilities:
  • Building and maintaining long-term relationships with clients/dealers in assigned region
  • Consultant and Business Partner: Functions as a consultant and business partner to assigned client region, work closely with analysts, and provide best in class customer service
  • Designs and executes improvements for process and procedures so that established goals are met
  • Acts as escalation point person overseeing complex client/dealer issues, coordinating internal stakeholders and swiftly bringing issues to resolution
  • Communication: Actively and consistently communicates with clients and internal teams
  • Evaluate and understand customer needs and requirements
  • Own and drive the entire cycle from on-boarding to close for new customer expansions
  • Work collaboratively with people at all levels and across functions and cultures
  • Provide ongoing support to assigned clients by responding to inquiries and requests, proactively identifying and resolving issues, and leading regular program reviews
Requirements:
  • A bachelor's degree with preference to business management/ finance or related field
  • 2+ years of customer service experience in a business services or similar environment, or an equivalent combination of education and work experience
  • Relationship management experience preferred
  • Strong interpersonal skills, including the ability to work as part of a team, and lead cross-functional team efforts
  • Excellent communication (written, verbal, non-verbal) and active listening skills.
  • Strong organizational skills, and superior attention to detail
  • Travel requirement up to 20% within assigned region
  • Proficient in technology including Microsoft Office, CRM's and the ability to multi-task
  • Skilled at conflict resolution to satisfy customer needs/wants
  • Ability to follow through all tasks assigned and notifying involved parties
  • Ability to manage multiple tasks and achieve deadlines under pressure

Flexible work from home options available.



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