General Management Specialist

This is a fully remote position, open to applicants in New Hampshire, +1 more state.

📋 Description

• Oversee daily client inquiries, coordinating workflow and ensuring prompt resolution among internal teams.

• Manage data reconciliation, validation, delivery logistics, and mathematical inquiries from clients.

• Facilitate bi-weekly/monthly client meetings and present KPIs and metrics.

• Establish and nurture long-term relationships with senior-level decision-makers.

• Act as the main point of contact and advocate for the client within internal departments.

• Generate billing reports in accordance with clients’ contractual timelines.

• Deliver trend and profitability analyses to Senior Management and Finance.

• Execute WSO Admin transactions, which include new borrowings, increases, rollovers, pay downs, commitment reductions, interest, and fees.

• Examine discrepancies and review system-generated reports to monitor facilities and manage exceptional items.

• Engage with clients to collect information and accurately document details in the system.

⛳️ Requirements

• 5-7 years of experience in a high-pressure, client-facing role.

• Direct involvement with WSO or the Syndicated Loan Market.

• Experience in project management or coordination of technology and business delivery, including roles in Asset Management or Data Technology (Support, Business Analysis, Project Management, or Scrum Master).

• Technical proficiency in API integration with databases, caching (e.g., Redis), and third-party services for performance enhancement.

• Proven ability to build and maintain trusted relationships with both colleagues and clients.

• Outstanding oral, written, and presentation communication skills.

• Strong collaborative skills and ability to work independently and within multi-geographical teams across departments and with external clients.

• Solid understanding of JSON, XML, HTTP methods, and status codes.

• Familiarity with Postman, Swagger, and automated API testing frameworks.

• Self-driven, organized, detail-oriented, with a positive mindset to meet deadlines.

• Ability to think critically and challenge the status quo for improved outcomes.

• Experience interacting with senior stakeholders.

• Indefinite authorization to work in the United States.

🏝️ Benefits

• Annual incentive plan.

• Health care coverage.

• Generous time off.

• Continuous learning resources.

• Retirement planning.

• Continuing education program with company-matched student loan contributions.

• Financial wellness programs.

• Family benefits and perks.

• Retail discounts.

• Referral incentive awards.