Forward Financing · 4 hours ago

Account Specialist II

Remote - United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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FinanceFinancial Services

Growth Opportunities

Insider Connection @Forward Financing

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Service a portfolio of small and medium sized business (SBM) customer accounts, working with them effectively to establish payment plans when their business revenues fluctuate. This is a phone based role.

Use negotiation skills to establish a plan with our customers in default to bring them back into good standing.

Demonstrate ability to have challenging conversations professionally

Use empathy and judgment to understand what the customer’s business is going through, how it has affected their revenues, and develop a payment plan to work through it.

Maintain continuous follow through using a variety of outbound outreach methods (calling, texting, emailing) to reach out to customers who may not be responsive.

Regularly document the status of account(s) and next steps in Salesforce CRM.

Achieve monthly goals of recovered payments from customers, meeting or exceeding incentive compensation targets.

Wow the customer with timely, helpful and accurate customer service that reflects Forward Financing’s core values.

Qualification

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Customer service experienceCollections experienceSalesforce CRMBilingual Spanish