Client Management Specialist

Job Summary

The Client Management role is a hybrid role focused on both addressing client issues and the onboarding of new clients. As a member of the Client Management Team, the representative will have a variety of daily tasks including on-boarding of new clients, client information changes, and working directly with clients to answer questions and/or address complaints as they may arise. Will work closely with all internal teams to ensure existing, and new processes, are maintained at expected levels of service. The Client Management position can be complex with a wide range of nuance and shifting priorities. In addition, the role requires strong attention to detail, good communication skills (both written and verbal), and the ability to work independently as well as collaboratively.

About Boost Payment Solutions

Boost Payment Solutions optimizes the use and acceptance of commercial cards through its suite of proprietary technology-enabled solutions. Boost has reinvented how commercial card payments are initiated, accepted, and processed for thousands of companies around the world. As the only fintech acquirer exclusively focused on the B2B marketplace, Boost is making commercial cards a cost effective, scalable, and secure alternative to traditional and cumbersome payment methods. Boost features a global footprint and is headquartered in New York, NY.

Duties and Responsibilities

  • Account boarding
  • Primary point of contact for Client support calls
  • Respond to Client inquiries via email
  • Collaborate with internal Boost team members to resolve issues regarding (for example) payments, invoice data, remittance information, etc.
  • Resolving issues will involve using internal data systems for research
  • Ensure that the client inquiries and concerns are addressed with timeliness and resolved to their satisfaction in a professional and courteous manner
  • Track, document, and communicate resolutions back to Clients, internal Boost members, and/or partners, as needed
  • Client retention actions, as needed, and when appropriate
  • Assist Client’s in understanding the process flow of their account, when appropriate
  • Assist in maintaining the quality of information/data stored in Salesforce

Qualifications

  • Working knowledge of Microsoft Office and Salesforce
  • Strong verbal and written communication skills for both internal and external communication
  • Ability to handle multiple, cross-functional responsibilities that equal in priority
  • Ability to navigate and de-escalate challenging situations
  • Detail oriented with analytical and organizational skills
  • Ability to manage time effectively, set priorities and meet deadlines
  • Cognizant of the demands when working in a production environment
  • Desire and ability to work in a small company environment
  • Ability to be flexible within a diverse position
  • Strong teamwork skills
  • Open minded and takes initiative
  • Customer Service experience
  • Bachelor’s degree

Additional Qualifications to be Considered

  • Experience working in or with AR departments, cash, and collections.
  • Experience working with banking and financial institutions.

Job Type

  • Full-time
  • Salary: $60,000 annual
  • Benefits: Medical, Vision, and Dental Insurance, 401K, PTO, etc.