Strategic Client Services Representative II

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Strategic client services representative managing Canon Financial Services’ strategic accounts. Handling reconciliations, lease processes, customer issues, and stakeholder relationships.

Posted 9/2/2026full-timeBurlington • New Jersey • 🇺🇸 United StatesMid-LevelSenior💰 $22 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing strategic client portfolios, executing end-of-lease processes, and conducting cash application analyses. Proficient in problem-solving, communication, and mentoring within a team-oriented environment.

Highest-signal resume keywords

Collections ExperienceCustomer Service ExperienceAnalytical Problem-Solving SkillsSalesforce UtilizationMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Application AnalysisPayment ReconciliationContract Termination ProcessesData VisualizationMultitaskingBasic Math SkillsCustomer Purchase Order ManagementRebooking ProcessesOdessa LeaseWave ExperienceMicrosoft Word Proficiency

Soft Skills

Strong Verbal CommunicationStrong Written CommunicationTime ManagementPrioritizationTeam Collaboration

Tools & Technologies

SalesforceUnified DesktopMicrosoft Office

Industry Keywords

Strategic Client ServicesGovernmental EntitiesCustomer Performance ReportingComplex Multi-Schedule Clients

About the role

Key responsibilities & impact

Serve as the primary point of contact and own a portfolio of Canon Financial Services strategic clients
Respond to customer inquiries while maintaining internal aging receivable levels
Conduct large-scale reconciliation and cash application analyses
Root-cause problems, solve complex customer-facing issues, and develop action plans
Handle issues spanning multiple disciplines across complex, multi-schedule clients
Develop, use, and translate reporting to visualize portfolio and customer performance
Read, understand, and act on customer purchase orders, invoicing requirements, payment methods, and related processes
Execute end-of-lease processes, including buyout and upgrade quotes, equipment removal scheduling, and contract termination
Identify, understand, and oversee customer rebooking processes
Engage with internal Canon resources, Canon USA, Canon Solutions Americas, sales channels, and strategic client stakeholders from AP personnel through C-level employees
Complete high-priority projects assigned by leadership
Mentor and develop Level 1 associates through guidance, training, and assistance
Cross-train across Strategic Client Services disciplines
Participate in companywide and interdepartmental initiatives

Requirements

What you’ll need

Bachelor’s degree or equivalent experience preferred
3-5 years of Collections/Customer Service experience preferred
Strong verbal and written communication skills
Intermediate to advanced knowledge of Microsoft Office products, specifically Excel and Word
Ability to work successfully within a team environment and inter-departmentally
Experience with large customers containing multiple schedules
Experience with governmental entities is a plus
Experience with payment application and payment reconciliations
Proven analytical problem-solving skills and basic math skills
Ability to multitask in a fast-paced environment
Strong prioritization and time management skills
Successful utilization of Salesforce and Unified Desktop systems
Experience with Odessa LeaseWave preferred
Minimal travel may be required (5%)

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k) Savings Plan
Discretionary profit sharing
Discretionary success sharing
Educational assistance
Recognition programs
Vacation
Hybrid work schedule with option to work from home on non-office days