Account Manager

4 weeks ago

Pasig, Philippines TempleTech Finance Corp. Full time

We are seeking an experienced Account Manager to join our team and manage relationships with our business clients for our company offering payroll-enabled financial services. The successful candidate will be responsible for building and maintaining relationships with clients to ensure satisfaction, customer loyalty, and retention. Requirements Bachelor's degree in Business Administration, Finance, Operations Management or related field. At least two (2) years of professional experience in account management, finance operations or a related field. Demonstrated experience in B2B account management is required for this role. Strong communication and interpersonal skills. Proficiency at using Microsoft Excel and Google Suite. Ability to build and maintain strong client relationships. Willingness and ability to meet clients face to face. Knowledge of financial products and services. Advanced expertise in financial products and services is essential for providing comprehensive client guidance. Adept at multitasking and possesses strong attention to detail, and organizational skills Self-starter, able to learn using new tools quickly and work in a fast-evolving environment. Good to have: experience using CRM software such as Salesforce, Zendesk, Hubspot. Responsibilities Manage client accounts and ensure timely and accurate processing of loan and salary deduction transactions. Provide guidance and support to clients on financial products and services offered by the company. Collaborate with internal teams to ensure client needs are met and issues are resolved in a timely manner. Facilitate onboarding of new employer partners. Conduct regular check-ins with clients to assess their needs and gather feedback. Prepare and send regular statements of accounts to clients. Follow up with clients to ensure receipt and understanding of statements of accounts. Issue acknowledgements of receipts for payments received from clients. Maintain accurate records of statements of accounts and acknowledgements of receipts. BENEFITS HMO on Day 1 with 2 FREE Dependents Hybrid Set-up (twice a week onsite) Company-provided Laptop Internet Allowance If you are a highly motivated individual with a passion for providing exceptional service to clients, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr

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