What are the responsibilities and job description for the Client Portfolio Specialist position at OTR Solutions?
OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.
OTR has been recognized as a “Top Workplace” by the Atlanta Journal-Constitution since 2016!
As a Fuel Desk Operations Coordinator, you will be responsible for handling the daily operational tasks for the Fuel Desk Department. You will maintain client relationships and provide ongoing education and customer service.
Responsibilities:
- Manage a portfolio of fuel clients focusing on fuel card usage and growth
- Provide industry leading customer support and troubleshooting
- Develop client relationship to educate and inform customers of how to optimize the value of the OTR fuel program
- Work with different departments to improve features and processes
- Become an expert at servicing customers using our partnership platforms
- Maintain current knowledge on Fuel Desk program and strategies
What we look for:
- Bachelor's degree in business or related field
- Proficiency in MS Excel and related computer knowledge
- Exceptional communication, negotiation, and problem-solving skills
- Team player with multi-tasking and prioritizing abilities
- Strong Customer Service skills
Perks and Benefits:
OTR provides a competitive, comprehensive compensation package for our full-time employees:
- Eligibility for Individual and Company bonus programs
- Medical, Dental, Vision, Life/ AD&D Insurance, Short-Term Disability
- Pet Insurance, Paid Family Leave, Employee Assistance Program
- Fully Paid Maternity Leave
- 401(k) with Company Matching
- Generous PTO, Sick/Mental Health Days, Flex Holidays Company Paid Holidays
- Travel Stipend to support Work Life Balance
- Leadership Development and Training
- Continuous Learning Professional enhancements
- Weekly Catered Lunches Casual Dress Code
- Company Paid Fitness Membership
- Volunteer Days and Opportunities with Company-Partnered Charities
- Internal Inclusion programs
OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.
OTR Solutions is an Equal Opportunity Employer