Financial Client Relationship Manager

Smartsourcing

Cebu City, Cebu
Permanent
Full-time

1 month ago
Apply easily

Hi! We’re Smartsourcing, looking for a Financial Client Relationship Manager who can work with us full-time and on-site!Where?📍 Crown 7 Business Centre, Pope John Paul II Ave, Cebu City, CebuAs a Customer Experience Manager with a Finance Background,You will be the focal point for successfully implementing the client’s extension office in Cebu, project plans, client-specific training, processes, procedures, and meeting deliverables within the Service Level Agreement (SLA) and timeline. You will have to ensure that all required KRA’s/KPIs are followed and achieved. You will also organise and coordinate office operations and procedures to ensure organisational effectiveness and efficiency between the clients and Smartsourcing’s Cebu team.Some of the things we expect you to do are to:

Onboard new partners, conduct kickoff meetings and guide them through the discovery and implementation processes.
Collaborate with cross-functional teams such as account management, learning & growth, talent acquisition, technology experience, people & culture to ensure a smooth transition and effective adoption of Smartsourcing’s processes and services.
Prepare client migration plan detailing the timeline including classroom-type training, process shadowing, supervised processing, independent processing, soft-cutover and hard-cutover.
Ensure the success and satisfaction of our partners through our collaboration.
Understand partners’ goals, challenges, and needs and develop strategies to help them achieve their desired outcomes.
Proactively engage with partners to provide ongoing support, address any issues or concerns, and identify opportunities for expansion and development.
Serve as partners’ trusted advisor, offering best practices, insights, and recommendations to maximise their return on investment and drive partner loyalty.
Monitor partner health metrics, such as usage patterns and reported issues to identify potential risks or areas for improvement.
Leverage partner health metrics to proactively reach out to partners, offer custom recommendations and prevent churn.
Collaborate with the account management team to identify growth opportunities, leveraging a deep understanding of partners' needs and requirements.
Nurture strong relationships with partners to drive revenue growth and achieve the business’ retention and growth targets.
Review and monitor all invoicing requirements and ensure on-time collection of payments.
Oversee completeness and updates on the documentation of the partners’ workflows and policies to ensure quality output and positive customer experience.
Develop associates and team leads to become A players through communication and collaboration.

RequirementsWe would need you to be or have the following:

A graduate of Bachelor of Science in Accountancy, preferably a CPA
A minimum experience of 5 years from accounting & finance shared-service centre (SSC) or business process outsourcing (BPO) at either supervisory or managerial level.
Experience in the end-to-end accounting process, month-end closing, year-end closing
Solid knowledge in internal controls from Master Data Management, General Ledger, Intercompany, A/R and A/P
Has implemented continuous improvement or Kaizen projects
At least trained in Lean Six Sigma Green Belt, must be yellow belt certified
Hands-on knowledge in capacity and utilization planning
At least 5 years of Client Relations, Stakeholder Management, Business Development, and Process & Systems Development experience or similar
Hands-on experience in Xero, Quickbooks or large-scale ERP systems Oracle, SAP
Working knowledge in financial analysis such as ratio, vertical and flux
Proficiency with Microsoft Office, GSuite and other computer applications
Experience in documenting workflows, work instructions and processes
Experience in constant client engagement and communication including issue resolution
Must have undergone basic phone customer service training and workshops

It would be awesome if you are or also have:

Outstanding interpersonal skills
Strong initiative skills, working both independently and as part of a team
Excellent skills in teamwork, leadership and communication
Aggressive strategist with proven ability to close deals via strong and persuasive closing skills
Strong attention to detail and accuracy
Ability to work efficiently on simultaneous assignments under tight deadlines with minimum supervision
Professional self-starter, high level of motivation, customer empathy and ethics
Strong analytical and reasoning abilities
Demonstrated success in building trust and maintaining long-term relationships
Ability to collect and analyze data, draw conclusions, and make actionable recommendations
Strong leadership with excellent verbal and written communication skills
Ability to work successfully with and influence all levels of the team
Exhibits a high degree of flexibility and ability to quickly adapt to new or unusual situations
Strong commitment and dedication to finish the job on time
Innovative, creative, dependable & flexible
Result-oriented and highly analytical
Self-starter, detail-oriented, highly organized and proactive
Honest and with high regard for integrity

BenefitsBe a part of the Smartsourcing crew 😄!Smartsourcing was born with the purpose of changing people’s lives. Our goal is not only to make sure businesses grow and succeed but also, that you love where you work and thrive. We recruit, train, and support you and provide great benefits. We take pride in the fact we are an award-winning organisation, hailed as one of the best employers and workplaces in Asia as seen on and .Here’s why we think you’d love working at Smartsourcing…At Smartsourcing, we’re all about fostering a positive work environment for you. We’re always looking for folks who are unafraid to be their absolute authentic selves because we value diversity and inclusion.We’re proud to be a certified Great Place to Work. We believe that we can expect the best out of you only when you're happy with where you work and what you do. This is why It is so vital for us that you have a healthy work-life balance.Some of our company perks include:

💰 Above-industry salary package
🌞 Day Shift
😊 Fixed weekends off
👩‍⚕️ HMO coverage for you and your dependent/s after one (1) month
😋 Free lunch every day
☕ Free coffee every day (latte, americano, or cappuccino) made by our in-house barista
⛹️ Sports wellness clubs including free-diving
🏋️ Subsidized gym membership at Anytime Fitness
✈️ Travel opportunities to Australia
🙌 Exclusive discounts in selected restaurants and merchants
And so much more!

Smartsourcing