Account Executive

The Account Executive will be responsible for maintaining and strengthening relationships with our existing clients, ensuring their satisfaction with our factoring services, and fostering long-term partnerships. This role focuses on client retention and support, helping clients resolve issues, and working closely with internal teams to ensure the highest level of service. The Account Executive plays a crucial role in maintaining client loyalty and maximizing the value of each account.

ESSENTIAL FUNCTIONS:

• Serve as the primary point of contact for a portfolio of clients, ensuring satisfaction and retention
• Proactively engage with clients to identify potential issues and implement strategies for success
• Collaborate with internal teams to resolve client inquiries, disputes, and payment discrepancies
• Provide clients with regular updates on account performance and service changes
• Analyze account data and trends to identify risks and opportunities for improving client satisfaction
• Gather and incorporate client feedback to drive continuous improvement in service
• Perform other duties and various special projects as assigned

JOB REQUIRMENTS:

• Bachelor’s degree in Business, Finance, or related field preferred
• 4 + years of experience in account management, client services or related field required
• Experience in the factoring or financial services industry with a strong understanding of accounts receivable financing required
• Proficient in CRM software and experience with multiple ERPs a plus
• Demonstrated ability to manage client relationships and resolve complex issues
• High degree of accuracy and attention to detail when handling client accounts and data
• Ability to analyze account trends and provide insights to internal teams and clients
• Excellent verbal & written communication skills, with the ability to present data and reports effectively
• Proven ability to work both independently and in a collaborative environment to achieve client satisfaction and retention goals.