Client Relationship Manager II
K
KapitusFinancial Services
Remote- Eastern Time- US -New York, New Jersey, Connecticut, Eastern TimeFull-TimeMiddle
SalaryRange of $55,000 + Commission
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Job Details
- Experience
- 1+ years
- Required Skills
- SalesforceNegotiationAccount ManagementCRM
Requirements
- 1+ years of prior full sales cycle experience.
- Experience in Financial Services and/or consultative sales preferred.
- Bachelor’s degree or equivalent combination of education and job experience preferred.
- Experience collaborating with internal sales teams.
- Ability to engage multiple stakeholders including Legal, IT, Security, and Finance.
- Experience building a presence with customers using communication tools.
- Understanding of and experience with CRM programs (Salesforce preferred).
- Excellent verbal and written communication skills.
- Strong sense of accountability.
- Ability to compute basic business math.
- Strong organizational skills and adaptability.
Responsibilities
- Create and drive revenue within a specified region or list of accounts.
- Manage the full cycle sales process including prospecting, negotiating contracts, and closing renewal business.
- Provide recommendations based on a customer’s business needs and usage patterns.
- Serve as the voice of the customer and collect feedback to qualify leads and sales opportunities.
- Handle inbound customer communication and organize/escalate issues including billing, legal, security, and technical inquiries.
- Collaborate with internal departments like Underwriting and Leadership to build strategic financial plans for customers.
- Educate customers on the value of Cash Advance.
- Effectively manage a pipeline within a defined sales process.
- Communicate status of deals and realistic timelines to senior leadership.
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