What are the responsibilities and job description for the Account Manager position at ThinkingAhead Executive Search?
The Account Manager will oversee all daily client activities from onboarding through funding, serving as the main point of contact and relationship builder for a portfolio of 10-15 clients. This individual will work closely with each client to verify invoicing, assess risk, approve funding, and manage collateral—all while delivering exceptional customer service. The ideal candidate is a strong communicator, a natural problem solver, and has a passion for helping business owners succeed.
DUTIES & RESPONSIBILITIES:
Client & Account Management:
- Serve as primary liaison for client accounts, ensuring strong relationships and retention.
- Manage the performance of client collateral and overall account health.
- Assist clients with current and past due invoice collections.
- Review, research, verify, and approve invoice purchases and transactions.
- Run credit checks and analyze financial trends to assess client risk and ensure compliance.
- Accurately process payments and reconcile accounts daily.
Customer Service & Risk Management:
- Deliver responsive and proactive communication tailored to each client's needs.
- Monitor client performance and identify potential risks before they escalate.
- Provide funding solutions in time-sensitive environments by staying organized and responsive.
- Address client questions, concerns, or escalations with urgency and professionalism.
Team Collaboration & Process Improvement:
- Collaborate cross-functionally with internal teams to streamline processes and improve service delivery.
- Contribute feedback and insights for continuous improvement across client service functions.
- Assist in training or mentoring new hires on account management best practices.
QUALIFICATIONS:
Education & Experience:
- 2 years in account management, client services, or a related customer-facing role.
- Experience in factoring.
- Experience in collections or financial services is a strong plus.
Required Skills & Competencies:
- Highly organized and attentive to detail; can manage multiple client accounts simultaneously.
- Excellent written and verbal communication skills.
- Strong problem-solving ability with a proactive, solution-oriented mindset.
- Self-starter with emotional intelligence and a high level of personal accountability.
- Adaptable to change and able to think critically under pressure.
- Motivated by results, relationships, and continuous improvement.
PHYSICAL & WORK ENVIRONMENT REQUIREMENTS:
- Ability to work on a computer and phone for extended periods.
- Ability to attend in-person meetings in a professional office setting.
- Occasional lifting or carrying of materials up to 25 pounds.
