SUMMARY

The Financial Account Manager is critical to the financial health and success of our team and our clients. This role requires expertise and enjoyment in working with clients at all levels, from property managers and accounting team members to corporate-level contacts, to ensure our clients’ holistic financial health. Client Financial Specialist (Real Estate) also works closely with internal teams to develop strategies based on client’s needs to ensure our client’s long-term success.

PRIMARY RESPONSIBILITIES

Serve as the primary liaison for small to mid-sized accounts (250 to 400 sites) with 50/50 mix of AP extract and bill pay clients, responding to client issues. Act as client advocate to internal teams and ensure appropriate responsiveness to client questions and concerns by clearly articulating financial needs, gaps and action items to clients to ensure timely response and resolution to client needs and inquiries. Use quarterly/monthly client scorecards to monitor client serviceability expenses, and proactively identify and recommend improvement opportunities to ensure long-term success of invoice processing performance. Conduct client and property analysis and track to completion to reduce number of validations and disconnections. Complete new client transition process to reduce time required to successfully redirect accounts and number of ongoing redirections. Perform primary job responsibilities only needing management assistance with escalations.

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

Bachelor’s Degree in Business, Finance or Accounting preferred or equivalent experience 2-3 years or more in Accounting or Finance support role or related experience Client interaction experience required Solution based attitude, drive for client resolution and satisfaction Ability to manage multiple projects and clients at the same time, multi-tasking with highest level of urgency and response, strong organizational skills