Client Relationship Manager - PSG jobs in United States
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GreatAmerica · 12 hours ago

Client Relationship Manager - PSG

GreatAmerica 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 external clients, ensuring their needs are met and onboarding new clients effectively. This role requires strong communication and coordination skills to work closely with both clients and internal teams.

Financial ServicesInformation TechnologyInsurance
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Growth Opportunities
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Responsibilities

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

Client Relationship ManagementAnalytical SkillsCommunication SkillsBusiness AcumenProject ManagementProblem SolvingTechnical AptitudeInterpersonal SkillsNegotiation SkillsOrganizational SkillsPresentation SkillsActive ListeningDetail OrientedAdaptability

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
Exceptional organizational, analytical and follow-through skills
Excellent verbal and written communication skills
Strong client relationship ability and communication skills
Ability to work with internal stakeholders to build consensus on key elements of strategy
Strong business acumen. Ability to understand the underlying business issues faced by the client
Demonstrated ability to successfully and simultaneously oversee multiple projects with conflicting objectives and priorities
Proactive approach to problem solving
Strong negotiation skills and ability to develop and manage stakeholder expectations
Must be able to multi-task and have a combination of organizational and analytical skills
Effectively displays solid leadership skills and the ability to influence without authority
Strong sense of urgency and follow through in addressing issues
Excellent interpersonal and relationship building skills to build credibility
Demonstrated self-starter who is goal oriented, a critical thinker and a creative problem solver
Entrepreneurial attitude, with the ability to thrive in a fast-paced work environment
Problem solving attitude, with focus on improving processes with a disciplined approach
Conducts self in a manner consistent with the principles of GreatAmerica
Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability

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

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GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.

Funding

Current Stage
Late Stage
Total Funding
$655.26M
2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity

Leadership Team

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Martin Golobic
Co-Chief Executive Officer
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Matthew Mueller
Executive Vice President & Chief Operating Officer
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Company data provided by crunchbase