What are the responsibilities and job description for the Client Development Coordinator position at otrcapital1?
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!
We're looking for a strategic, execution-minded Client Development Coordinator to support our Operations team and focus on driving revenue growth within our existing book of business. This is not a traditional sales role — it's a hybrid position that blends operational excellence, account strategy, and product awareness to identify and unlock new revenue opportunities from current clients.
This role will collaborate closely with Account Managers and Product teams to turn insights into action, helping clients expand their use of our services while ensuring their ongoing satisfaction.
Responsibilities:
- Proactively engage existing clients through outbound calls to introduce, position, and drive adoption of relevant products
- Analyze client performance to identify underutilization and implement tailored strategies to increase product usage
- Collaborate closely with Account Managers to gain insight into client needs, goals, and business operations
- Maintain deep expertise across our full suite of products to effectively align solutions with client objectives
- Collaborate with Sales and Product teams to craft compelling pitches aligned to client needs.
- Provide feedback loops to Operations and Product teams to inform roadmap priorities based on client growth trends.
- Drives revenue growth by identifying and expanding opportunities within active client portfolios.
- Consistently strive to meet monthly quotas across key performance metrics, including leads generated, Fuel and Clutch card products.
What we look for:
- Bachelor’s degree in Business or related field
- Focus on Client experience
- Proficiency in MS Excel and related computer knowledge
- Exceptional communication, organizational, and problem-solving skills
- Coachability to learn a dynamic growing industry
- Team player with multi-tasking and prioritizing abilities
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