Role: Client Relationship Manager
Type: Full-Time, Permanent
Location: Onsite, Woodbridge HQ
Client Relationship Manager
REV Capital is looking for a Client Relationship Manager to join our growing team! The Client Relationship Manager will be the main point of contact for our clients. Working closely with cross-functional teams, the Client Relationship Manager will create and nurture long-term relationships with clients while resolving issues that may arise.
About REV Capital:
Cashflow restrictions are a universal challenge for B2B business owners. At REV Capital, the leading North American provider of full-service factoring, we help our clients bridge that gap and grow sustainably.
How does invoice factoring work?
A business sells its unpaid invoices to a third-party company (known as a ‘factor’) at a discounted rate, receiving up to 98% of their invoice value immediately. The factor then handles collections and underwriting, so the business owner no longer needs to worry about net terms or chasing payments from their customers.
The result? Business owners can reinvest time and cashflow into their operations, helping them grow, stay competitive, and become industry leaders.
Want to learn more about the value of factoring? Here’s a practical breakdown by Loren, our CEO.
Our team at REV is passionate about helping others. We embrace diversity and inclusivity, offering a flexible environment where professional and personal growth happens – just like with the hundreds of clients we support daily.
Ready to make an impact? Let’s explore the difference you can make on our team!
Primary Responsibilities
Client Care - You will be Client's primary point of contact for a specific portfolio. You must establish and maintain a professional relationship with clients by engaging in efficient and collaborative communication.
- Maintain up-to-date and complete client files within a specific portfolio.
- Collaborate closely with other departments to provide services that ensure clients' satisfaction with the company's offerings.
- Ensure Clients are being funded in a timely manner according to the company’s guidelines.
- Keep Clients informed as to the state of their portfolios.
- Understand Clients' needs and develop plans to meet them within the scope of our policies and practices.
- Attend Client meetings as necessary.
Quality of Portfolio - Ensure credit policies and procedures are followed according to the established guidelines and applicable legislation.
- Verify and approve invoices for funding in accordance with company guidelines.
- Ensure that debtor notifications and verifications are performed in accordance with policies.
- Ensure that receivables are eligible, accurate, and collectable.
Dispute/Resolution Management - Investigate and resolve problems and issues. Identify issues causing delays in funding and work to resolve those issues by partnering with various departments and Clients to establish and satisfy the criteria required for timely funding. Ensure no receivables are purchased with disputes outstanding.
Audits and Reporting:
- Monitor portfolio indicators weekly.
- Perform regular audits of clients’ portfolios to find potential risks/issues.
- Notify and report to senior management concerning any critical trends to the organization’s financial health.
- Review and understand inventory, audit, financial, third-party reports within your portfolio.
- Perform quarterly performance reviews on your portfolio and engage with Clients where required.
Other:
- Establish and maintain an excellent working rapport with internal teams and external customers.
- Adhere to organizational policies and procedures.
- Enhance periodic reporting to provide results and context to deliver actionable insights.
- Actively participate in providing feedback regarding team development and engagement.
- Perform other duties as assigned.
Qualifications:
- Bachelor’s Degree in Finance, Client Relations, or another business-related field, is preferred
- 3-5 years of experience as an Account Manager or Relationship Manager in a financial environment
- Stellar verbal and written communication skills is a must
- A customer-oriented attitude
- Negotiation skills and advanced customer service skills to remain personable with clients to build relationships
- Team building, collaboration abilities, and strong problem-solving skills to help clients overcome any obstacles; developing solutions that enhance the clients' efficiency
What We Offer:
- Employer matching RRSP – DPSP program
- Competitive compensation plan
- Growth and development opportunities
- Team outings and social events
- Excellent extended medical, dental, and vision benefits plan that is 100% employer paid
Let your journey at REV begins!
