• Develop and maintain relationships within client organizations. • Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting GM’s with their assigned portfolio. • Managing and maintaining client data across multiple CRM platforms • Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success • Utilize knowledge of pricing and payment structures to optimize client satisfaction • Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis. • Use compounded knowledge to take care of client issues, needs, and goals. • Work closely with fellow team members to help cultivate a professional, fun, and trusting environment. • Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience • Engage in ongoing training to stay up-to-date on sales, business, and industry updates