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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing B2B client portfolios, utilizing analytical skills to interpret KPIs and drive customer success through consultative relationships and strategic solutions. Proficient in optimizing customer journeys and implementing retention and churn-prevention techniques.
Highest-signal resume keywords
B2B Client Portfolio ManagementCustomer Success ManagementAnalytical SkillsStrong Communication SkillsCRM and Collections Management Platforms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
KPI MonitoringData InterpretationEvidence-Based SolutionsRetention TechniquesChurn PreventionFinancial ManagementConsultative MindsetAction Plan Creation
Soft Skills
Influencing SkillsRelationship Building
Tools & Technologies
CRM PlatformsCollections Management Platforms
Industry Keywords
FinanceCredit and Collections CycleCustomer ExperienceClient EngagementCustomer Journey Optimization
About the role
Key responsibilities & impact- Manage a portfolio of clients, ensuring engagement and adoption of Global's solutions.
- Build consultative relationships with clients, understanding their needs and proposing strategic solutions.
- Monitor success indicators (KPIs), such as remittance submissions (borderôs), receivables recovery and churn, ensuring performance, cadence and retention.
- Proactively prevent churn by identifying risks and proposing actions to increase customer satisfaction.
- Collaborate with Sales, Finance and Operations to optimize the customer journey.
- Create action plans to improve the customer experience based on feedback, analysis and best practices.
- Present performance reports and recommendations to internal and external stakeholders.
Requirements
What you’ll need- Bachelor's degree, preferably in Finance.
- Experience managing B2B client portfolios and with technology solutions for collections and financial management.
- Analytical skills to interpret data, KPIs and insights, proposing evidence-based solutions.
- Strong communication and influencing skills to ensure alignment and client engagement.
- Knowledge of retention, growth and churn-prevention techniques.
- Consultative mindset focused on delivering value and customer success.
- Experience with CRM and collections management platforms is desirable.
- Preferably experience in finance, with knowledge of the credit and collections cycle.
- Prior experience as a Customer Success Manager or Key Account Manager is desirable.
Benefits
Comp & perks- Meal allowance or meal voucher
- Transportation allowance
- Health insurance
- Dental plan
- Pharmacy partnerships/discounts
- Gympass partnership
- Partnerships with educational institutions (Undergraduate, MBA/Graduate, Language courses and other short courses)
- Break room with coffee and snack machines
- Free parking
- Employee referral program
- Company gym (Global)
- Individual Development Plan (IDP)
- Internal opportunities
- Lounge and rest area
- Monthly workload: 220 hours
