Client Manager

Posted 3 days ago

This is a fully remote position, open to applicants in United States, +2 more locations.

📋 Description

• Report to the Sales Director of the Client Management Team

• Oversee, maintain, and promote revenue expansion within an established client portfolio

• Act as the primary contact for clients, collaborating with ClientCare, Billing, Product, Technical Support, and Implementation teams

• Address and resolve incoming client sales and service requests

• Conduct outbound calls and send emails to foster and enhance client relationships

• Utilize automation tools and technologies for outbound prospecting communications

• Strengthen client relationships through addressing service needs, conducting research, and managing special projects

• Deliver product training on Experian services to clients

• Facilitate consultative discovery sessions with clients to uncover renewal and upselling opportunities

• Track client usage patterns to identify and respond to emerging trends

• Oversee the sales process from initial identification and qualification to proposal creation and contract execution

• Initiate and gather necessary documentation for product or service modifications concerning security, credentialing, data reporting, and compliance with legislative requirements


⛳️ Requirements

• A minimum of 2 years of experience in customer-facing roles and sales

• At least 3 years of experience in Credit Bureau, Financial Services, Banking, Credit Unions, or Mortgage sectors is essential

• Experience in Financial Services, Banking, Credit Unions, or Mortgage industries

• Familiarity with common programs related to credit, risk, fraud, and decision-making processes

• Comfortable working within a team-oriented service and sales environment

• Proficient in using the Salesforce.com CRM system

• Bachelor's degree required


🏝️ Benefits

• Medical, life, and dental insurance

• Asociacion Solidarista

• International Share Save Plan

• Flex Work/Work from home options

• Paid time off

• Annual Performance Bonus

• Education Reimbursement

• Family Bonding opportunities

• Bereavement Leave

• Referral Program

• An inclusive and purpose-driven culture

• Disability and special-needs accommodations

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