Account Manager

The Account Manager will oversee all daily client activities from onboarding through funding, serving as the main point of contact and relationship builder for a portfolio of 10-15 clients. This individual will work closely with each client to verify invoicing, assess risk, approve funding, and manage collateral—all while delivering exceptional customer service. The ideal candidate is a strong communicator, a natural problem solver, and has a passion for helping business owners succeed.
 
DUTIES & RESPONSIBILITIES
 
Client & Account Management

• Serve as primary liaison for client accounts, ensuring strong relationships and retention.
• Manage the performance of client collateral and overall account health.
• Assist clients with current and past due invoice collections.
• Review, research, verify, and approve invoice purchases and transactions.
• Run credit checks and analyze financial trends to assess client risk and ensure compliance.
• Accurately process payments and reconcile accounts daily.

Customer Service & Risk Management

• Deliver responsive and proactive communication tailored to each client's needs.
• Monitor client performance and identify potential risks before they escalate.
• Provide funding solutions in time-sensitive environments by staying organized and responsive.
• Address client questions, concerns, or escalations with urgency and professionalism.

Team Collaboration & Process Improvement

• Collaborate cross-functionally with internal teams to streamline processes and improve service delivery.
• Contribute feedback and insights for continuous improvement across client service functions.
• Assist in training or mentoring new hires on account management best practices.

QUALIFICATIONS Education & Experience

• 2+ years in account management, client services, or a related customer-facing role.
• Experience in factoring, collections, or financial services is a strong plus.

Required Skills & Competencies

• Highly organized and attentive to detail; can manage multiple client accounts simultaneously.
• Excellent written and verbal communication skills.
• Strong problem-solving ability with a proactive, solution-oriented mindset.
• Self-starter with emotional intelligence and a high level of personal accountability.
• Adaptable to change and able to think critically under pressure.
• Motivated by results, relationships, and continuous improvement.

PHYSICAL & WORK ENVIRONMENT REQUIREMENTS

• Ability to work on a computer and phone for extended periods.
• Ability to attend in-person meetings in a professional office setting.
• Occasional lifting or carrying of materials up to 25 pounds.