GreatAmerica · 2 weeks ago
Client Relationship Manager - PSG
Cedar Rapids, IA
Full-time
Hybrid
Senior Level
5+ years expGreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. The Client Relationship Manager is responsible for maintaining and enhancing relationships with key clients, ensuring their needs are met and onboarding new clients effectively.
Financial ServicesInformation TechnologyInsurance
No H1B
Responsibilities
Develop and maintain loyalty over the long-term with key clients
Champion client requests and issues, ensuring efficient and effective solution
Management of GPSG internal Standard Operating Procedure for each client
Working with GSPG operations team, ensure that all interactions with clients are well documented
Prepare communication plans to keep clients up to date with developments in the Company
As necessary, arrange meetings and lead presentations with clients to review status of relationships
Facilitate scheduled calls/meetings with clients to ensure servicing standards and expectations are met
Management of Onboarding Process for new client relationships
Create and update a clearly documented onboarding plan
Refinement of Onboarding Process to develop long-term scalable solutions for the onboarding of new clients
Working with GSPG operations team, ensure that all onboarding steps are well documented within the SOP’s
Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs
Utilizing internal GPSG client request portal, track and document all client issues and requests
The CRM coordinates with the GPSG operations teams that deal directly or indirectly with clients
The CRM works with the GPSG operations team to ensure the establishment of policies and standards of service for each department and monitors the operation’s performance
Updates internal teams with important client news and gives regular updates during Hudl meetings
Provide ownership and single point of contact for key client relationships
Build and manage strategic relationships with appropriate counterparts within GPSG client’s business
Occasional travel will be required for strategic partner visits, client visits and industry events
Keep abreast of new industry developments that will have an effect on internal operations and the company-client relationship
Develop a deep knowledge of GPSG client’s business, including their future growth plans
Ensure that GPSG servicing solutions are in-line with the future of the client
Proactively define and develop new servicing offerings to enhance the loyalty of the GPSG client
Maintain awareness of changes in environment that have an impact on the overall business plan and respond accordingly
Monitor industry trends and build competitive intelligence that translates into potential GreatAmerica opportunity
Develop strong lines of communication with all levels at key GPSG clients
Regularly communicate strategic direction and status of all outstanding client requests/projects to Business Unit and Functional Leadership
Create, communicate and manage the prioritized client request map
Externally, must coordinate requests with the client to ensure that they are understood
Internally, must interface with various departments and functional teams
Work with the GPSG operations team to ensure that projects are developed
Actively participate in GPSG leadership initiatives and recommend courses of action that align with the vision of the Business Unit
Qualification
Required
Bachelor's degree or equivalent required
Minimum 5 years of work experience in client relationship management role
Advanced knowledge of the Microsoft Office Suite. GreatAmerica internal systems knowledge
Client utilized systems (e.g. front end platforms, etc.)
Exceptional organizational, analytical and follow-through skills
Excellent verbal and written communication skills
Must demonstrate sound business judgment
Benefits
Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you!
Company
GreatAmerica
GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$655.26M2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity
Leadership Team
Martin Golobic
Co-Chief Executive Officer
Matthew Mueller
Executive Vice President & Chief Operating Officer
Recent News
2025-11-14
Equipment Leasing and Finance Association
2025-09-24
Company data provided by crunchbase