Client Relationship Manager II (Remote)

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Requirements:

• 3-5 years of client-facing experience in a professional setting.
• Experience working with financial or technical products/services.
• Demonstrated ability to communicate effectively with business owners and finance professionals.
• Skills in long-term relationship building.
• Ability to learn and adapt to new technologies and software platforms quickly.

Responsibilities:

• Serve as the primary point of contact for clients and ensure they receive world-class service.
• Build and nurture client relationships while understanding their unique needs.
• Identify root causes of recurring issues and develop effective solutions.
• Collaborate with cross-functional teams to enhance products and services.
• Engage directly with company executives and finance departments for support on leveraging solutions.