Responsible for developing strategic relationships with client executive decision makers to ensure they receive the full value of their investment leading to full adoption/utilization, retention, and account growth. Act as a trusted advisor to customers, learning their business needs and working with consulting and support teams to craft unique solutions and execute on client goals.
You will play a critical role in helping small business owners navigate their outstanding balance on their revenue-based financing by directly negotiating with them. In this role, you will service a portfolio of small and medium sized business customer accounts using a variety of contact methods to collect, negotiate with customers to establish payment plans that are sustainable, and achieve monthly goals of recovered payments from customers.
The successful candidate will directly handle both litigated and non-litigated commercial general liability claims, exhibiting a strong proficiency in insurance coverage analysis and risk transfer. Responsibilities include recognizing exposures, evaluating coverage issues, ensuring proper investigation, providing customer service, and formulating resolution strategies.
Responsible for contacting all responsible parties on loans through telephonic or written communication to determine the cause of delinquency. Provides assistance and suggestions in the plan development to reinstate the member’s obligations through either repayment arrangements or other integrity sales initiatives. Offer recommendations utilizing cross-selling of Credit Union products and services. Makes recommendations to supervisor as appropriate for action considered necessary where the existing circumstances jeopardize the interest of the Credit Union.
The Customer Success Manager will manage a portfolio of clients using HubSpot’s CRM, marketing, sales, and service tools. Responsibilities include building strong client relationships, understanding their needs, and ensuring they get maximum value from HubSpot products. The role requires close collaboration with sales, marketing, and customer success teams to provide exceptional service and drive client growth.
Assure customer satisfaction when clients use our Platform and communicate with the Customer Support Team. Ensure the high level of knowledge of the Customer Support Team, by training new and experienced officers, update learning materials. Ensure the quality and responsiveness of the Customer Support Team. Foster a high level of collaboration between Customer Support and the Company’s other teams.