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About the Role
The Client Executive will manage and grow business relationships with a portfolio of clients from a strategic and consultative perspective. Serving as the primary contact for client executives, this role is responsible for managing and growing relationships with key senior-level decision makers and influencers to foster customer loyalty and increase revenues. The Client Executive will leverage company solutions to maximize client growth and profitability, ensuring client satisfaction, retention, and increased profitability for defi SOLUTIONS.
Responsibilities
- Manage the defi customer experience and relationship for assigned clients.
- Coordinate internal efforts to resolve client concerns, answer questions, and complete requests by engaging the right resources timely.
- Review client configuration and business processes, making recommendations to maximize the potential of defi products.
- Meet with clients regularly to discuss strategic initiatives and brainstorm how defi can help them achieve their goals.
- Proactively identify opportunities to improve client product experiences and follow internal processes to execute ideas.
- Make recommendations on product improvements that would enhance client satisfaction.
- Serve as the primary relationship manager for assigned clients.
- Follow escalation processes to ensure client concerns are addressed timely.
- Communicate roadblocks to leadership that might hinder client satisfaction or client success.
- Serve as the front-line communicator for assigned clients, receiving initial inquiries and facilitating coordination for successful client service.
- Educate clients on defi product features, including configuration, testing, and implementation.
- Monitor and analyze client dashboard metrics and data.
- Coordinate resolution to client concerns identified through dashboard/metric data analysis.
- Encourage feature adoptions that align with client needs to maximize success potential.
Requirements
- Bachelor's Degree or equivalent experience
- 5+ years’ experience in lending, financial services, and/or SaaS companies
- Proficiency in working with Microsoft tools: Word, Excel, PowerPoint, and Outlook.
- Ability to manage influence through persuasion, negotiation, and consensus building
- Strong empathy for customers and passion for revenue and growth
- Analytical and process-oriented mindset
- Demonstrated desire for continuous learning and improvement
- Enthusiastic and creative team member with the ability to inspire others
- Communication and presentation skills
- Flexibility during times of change
- Team player able to effectively interact with colleagues and business partners across the company
Skills
- Client Relationship Management
- Consultative Selling
- Revenue Growth
- Customer Loyalty
- Client Satisfaction
- Product Configuration
- Business Process Analysis
- Strategic Initiatives
- Product Improvement Recommendations
- Escalation Management
- Cross-functional Communication
- Product Education
- Data Analysis
- Feature Adoption
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Persuasion
- Negotiation
- Consensus Building
- Analytical Thinking
- Process Orientation
- Continuous Learning
- Presentation Skills
- Teamwork
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's Degree or equivalent experience
About the Company
- defi SOLUTIONS partners with captives, banks, credit unions, and finance companies of all types and sizes to allow lenders to focus and transform their operations.
- The company's comprehensive suite of originations, servicing, and analytics solutions together with technology-enabled services creates a flexible, configurable, and scalable platform that addresses lenders and borrowers’ ever-evolving needs.
Equal Opportunity
- defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.