Client Relationship Manager

Job Description

About Polaris Business Strategic Advisors:

Polaris Business Advisors Inc. (Polaris) is the sister company of Prudent Financial Solutions Inc., a company dedicated to helping people burdened by predatory debt. Prudent Financial Solutions focuses on helping consumers by providing financial solutions that are prudent and aligned with their financial goals. Polaris brings this philosophy and approach to business owners.

We assist businesses that may be navigating through challenging economic environments, having difficulties managing current terms on debts, and as a result are often unable to focus on running their business. With Polaris assisting on the financial side, our clients are able to focus solely on running the day to day operations of their business.

Polaris Business Strategic Advisors Inc is a premier provider of customized financial products and services to help business manage their debt. Our guidance and services have helped thousands of businesses by providing innovative yet simple solutions to address what are often complex situations. We take our time to understand every clients business from the ground up while providing recommendations on how to create a competitive edge in today's fast-paced market.

Why Join Us?

Polaris is a fast-growing financial services company. We value and look for individuals who are excited to work in a fast-paced, high-energy environment where career growth and earning potential is unlimited.

If you want to be part of a growing company with unlimited upside potential, a fun work environment, and are passionate about helping business owners, then Polaris is the place for you! This role is NOT for everyone. Our team is composed of highly driven go-getter salespeople who embody the Wall Street drive.

Full Job Description:

The role of the Relationship Manager will be based in the New York area and will work closely with and report to our Director of Operations. The Relationship Manager is a key role in the Polaris Business Advisors organization. PBSA is looking for an experienced individual who can manage existing client relationships and assist in developing new strategies focused on client retention and success all while ensuring an outstanding client experience, adherence to the regulatory, legal and risk management frameworks.

Principal Duties and Responsibilities:

• Create and develop relationships with individuals across the country
• Meet daily metrics and monthly targets to achieve goals
• Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience
• Manage a portfolio of clients; grow portfolio by prospecting for new opportunities and deepening relationships with existing clients.
• Reach out to clients who have missed program payments and work with business owners to ensure they stay on tract towards success in their program
• Bi-Weekly check-ins with Business owners to provide progress updates, answer any questions, and identify additional needs that are aligned with the client’s financial needs
• Onboard new clients into CRM and ensure all notes are entered and up to date
• The Relationship Manager will be a liaison between the Business owner and PBSA network
• Enter restructuring/ settlement payments in CRM

Qualifications:

• A hunger for success, positive attitude, and desire to learn from industry leaders
• Strong active listening skills, empathetic and a consultative ear
• Ability to work in a fast-paced growing environment
• Experience using excel and a CRM is a plus
• Strong communication skills with individuals at all levels, internally and externally.
• Self-starter who is motivated to become a leader within the team and has had personal success and professional success

Knowledge, Skills and Experience:

• Bachelor's degree or equivalent work experience required
• 2 or more years experience in banking relationship management role or related business lending experience
• Merchant Cash Advance experience or good understanding of industry
• Minimum of one year in Business Debt Settlement and Business Finance Services or any relevant role

NOTE: This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities, or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

All your information will be kept confidential according to EEO guidelines.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities
• Performance bonus

Experience:

• Customer Relationship Management: 1 year (Required)

Ability to Commute:

• New York, NY 10018 (Required)

Ability to Relocate:

• New York, NY 10018: Relocate before starting work (Required)

Work Location: In person