Customer Account Manager @ BogeGroup | Jobright.ai
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Customer Account Manager jobs in Miami, FL
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BogeGroup · 10 hours ago

Customer Account Manager

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Management Consulting

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Responsibilities

Be willing to take more than 6 hours worth of 1-on-1 consulting calls per day in an 8-hour work day
Deliver and complete over 40 active clients per month
Collect payments owed for consulting services
Obtain client testimonials once funding is complete
Build and nurture relationships with clients and businesses
Communicate with clients and self-book appointments to consult clients based on what they need
Diffuse situations and encourage clients to be solution-oriented
Monitor client progress, report outcomes, and pinpoint areas for enhancement.
Coordinate with internal teams to ensure client requirements are fulfilled and any concerns are addressed promptly.
Support clients in preparing and submitting applications for funding.
Provide comprehensive guidance throughout the funding process, resolving queries and offering advice.
Role-play for over 1 hour per day to continuously develop communication skills and gain confidence in the consulting process
Track accurate statistics at the end of the day

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client CommunicationCRM ProficiencyRelationship BuildingZoom ProficiencyCoachableCreative Outreach

Required

Strong desire to excel as a top producer
Positive and hardworking attitude
Exceptional communication skills
Willingness to take more than 6 hours worth of 1-on-1 consulting calls per day in an 8-hour work day
Deliver and complete over 40 active clients per month
Collect payments owed for consulting services
Obtain client testimonials once funding is complete
Build and nurture relationships with clients and businesses
Communicate with clients and self-book appointments to consult clients based on what they need
Diffuse situations and encourage clients to be solution-oriented
Monitor client progress, report outcomes, and pinpoint areas for enhancement
Coordinate with internal teams to ensure client requirements are fulfilled and any concerns are addressed promptly
Support clients in preparing and submitting applications for funding
Provide comprehensive guidance throughout the funding process, resolving queries and offering advice
Role-play for over 1 hour per day to continuously develop communication skills and gain confidence in the consulting process
Track accurate statistics at the end of the day
Strong ability to communicate with clients regarding BogeGroup Financial Consulting Solutions
Ability to meet or exceed quotas of clients completely delivered, remaining balance of the services and number of testimonials
Have strong emotional intelligence
Competency in talking to people interested in different business ventures from all walks of life
Hunger to recover qualified clients and encourage them to continue with services
Genuine desire to build relationships with prospects that want to change their lives by providing value while consulting
Ability to think quickly on feet and solve client’s problems
Leverage CRM and be accurate in taking notes on clients
Ability to follow a script while willing to improve and develop communication skills using company resources to use beyond the script
Disciplined with consistent follow up and ability to get creative when reaching out to clients (i.e. video messages, email…etc)
Applying strong level of interpersonal and communication skills
Be coachable on how to improve your statistics
Work weekends if needed
Ability to work in a fast-paced environment
Able to work on zoom with clients
Strong obsession for personal development

Preferred

GED or high school diploma preferred
Preferred at least 1-2 years’ work experience in a collection based or delivery role with a training, organizational development or content development focus

Company

BogeGroup

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Boge Group's mission is centered on empowering business owners by providing access to 0% interest business funding.

Funding

Current Stage
Early Stage

Leadership Team

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Andrew Imbesi
Chief Executive Officer
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Paul Kikta
COO
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Company data provided by crunchbase
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