JPD Financial works with blue chip customers across the world. We use data insights to drive efficiencies across their finance teams. Now part of Glantus, our solutions are evolving in an agile way powered by the innovative Glantus Data Platform. Join our growing team and be part of a company that is transforming the future of financial processing.
JPD Financial is a major investor in cutting-edge technology. We work with universities and offer graduates the chance to work on some of the most exciting new developments in the data science space.
Hiring Managers: Client Services Manager & Director of Operations, EMEA
This position is responsible for managing and supporting JPD clients. The Client Services Executive serves as the primary operational contact for the client. This role will work in a collaborative fashion with the wider commercial team to transition the account after the point of sale. The primary responsibility of the Client Services Executive is to manage the delivery, acceptance, and deduction of recovery claims that JPD delivers to their clients. This highly visible position requires working with the client via phone, email and in person.
Duties and Responsibilities:
Build strong relationships with assigned clients (at multiple levels), thoroughly understanding the internal processes, goals, and motivations of the client
Work with the Client Services Manager and Director of Operations EMEA, to develop new strategies and approaches to optimise the audit and address barriers to success
Through regular interaction with the client, identify opportunities for improving our service and overall efficiency.
Conduct weekly and ad hoc client meetings via phone and/or in person. Agenda to include discussion of claims/escalations
Develops analytics and presentations that support periodic business reviews
Coordinate and interact with JPD internal teams for new client onboardings
Coordinate and interact with JPD clients to ensure high levels of service delivery
Analyse data and audit performance
Make recommendations for audit program changes
Generate and maintain quarterly client forecasts
Perform secondary calls related to collections of aged receivables
Create and maintain key client data in Salesforce
Interact and support the Client Services Support Specialists
Results-driven with an infectious “can do” attitude and ability to build comradery
Excellent analytical skills combined with the ability to translate findings into strategic improvements
Ability to organise and prioritise effectively when faced with multiple tasks
Strong interpersonal, problem-solving, verbal, and written communication skills in order to easily and effectively communicate with clients and individuals across the company
Candidate must be able to communicate effectively and professionally in person, over the phone, and in writing
Strong organisational skills and attention to detail
Proficiency in the use of Microsoft Office applications including Outlook, Word, Excel, and PowerPoint
Experience working in the Salesforce platform
Ability to travel domestically and internationally if required
Works well with, and demonstrates respect for, colleagues at all levels and consistently contributes to a positive work environment
Prior experience as a Client Services Manager, Account Manager or Account Representative
Prior experience with billing financial systems such as Oracle and SAP
Bachelor’s degree in Accounting, Finance, or Business Administration