Develop healthy client relationships with Figure’s clients by building trust and transparency
Act as a client advocate, enhance client training/product education and promote client loyalty
Evaluate, analyze, and communicate client needs to appropriate internal stakeholders
Drive prioritization of client requests and execute them as they are prioritized
Assist in maintaining and organizing company data, systems, and databases for easy access and retrieval. (Salesforce, Notion, Tableau)
Deliver QBR and use these tools to drive engagement with wholesale and smaller partners. Assist with reports, presentations, and other documents to support business operations and management.
Support onboarding and upsell project management by assisting with planning, tracking, and execution of business initiatives as needed.
Perform general research, market analysis, or data collection to assist in decision-making processes
Develop strong relationships with Figure internal stakeholders across multiple departments to solve partner issues and requests
Make process improvement recommendations for Figure’s products and services based on client feedback as applicable
Participate in new training and licensing programs to expand the team’s capabilities

Requirements

10+ years of experience in a client-facing role, preferably in the Financial Services / Lending industry
Strong drive to foster relationships and grow existing accounts
Demonstrated success at partnering, prioritizing and balancing needs cross-functionally.
Data and analysis driven in all business decisions
Incredibly responsive and solution-oriented
Resilience to drive in ambiguity
Strong communication skills – including both verbal and written
Strong relationship management experience; lending / financial services experience preferred
Ability to think outside the box and react to client needs
Strong organizational skills - proven ability to track and maintain all interactions and drive follow-up and next steps

Benefits

Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
Company HSA, FSA, Dependent Care, 401k, and commuter benefits
Employer-funded life and disability insurance coverage
11 Observed Holidays & PTO plan
Up to 12 weeks paid family leave
Continuing education reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills

client advocacyrelationship managementcommunicationorganizational skillsproblem-solvingdata analysisprocess improvementresponsivenesssolution-orientedresilience