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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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
KPI MonitoringData InterpretationEvidence-Based SolutionsRetention TechniquesChurn PreventionFinancial ManagementConsultative MindsetAction Plan Creation
Soft Skills
Influencing SkillsRelationship Building