Client Solution Specialist

2 months ago

North Sydney, Australia Shift Full time

**Company Description**:
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.

We are seeking a dynamic Client Solutions Specialist to join our team. In this role, you'll have sensitive discussions with business owners, providing insights into contract terms and proposing assistance options with adept communication.

Your proactive engagement with business owners, collaboration with internal teams and effective communication of credit policies will help you deliver customer-centric resolutions and are key to your success.

Working in a collaborative team consisting of 20 Account Managers with a range of diverse responsibilities, you will be supervising customer groups, participating in campaigns, and addressing inquiries.

**What you'll do**:
- Engaging in proactive discussions with business owners regarding contractual terms and delivering favorable solutions to customers-
- Understand and articulate contractual terms to customers providing insight into contractual negligence-
- Be able to discuss and negotiate credit decisions to customers re-packaging the debt position whilst maintaining strong rapport with our customers-
- Analyze a customer’s financial position and be the conduit between credit, collections, and the customer-
- Negotiate the collection of outstanding accounts in a respectful manner-
- Supervise and monitor a customer group over time, ensuring effective communication between customers and Shift regarding ongoing developments-
- Work with customers to understand their business needs and strategies, and helping customers recognise how the Shift solutions can help accelerate their business-
- Proactively oversee and cultivate relationships with customers through strategic account management techniques and dedicated customer service-
- Collaborate with both external third-party organisations and internal stakeholders to ensure the accurate and proper completion of processes-
- Participate in impromptu campaigns, oversee incoming tasks, and provide support to the broader team, as necessaryUtilising Salesforce CRM to input and oversee customer account details-
- Ongoing outreach to allocated customer portfolio to support increased platform utilisation, promotion and retention-
- Providing guidance to customers on service, platform, and general queries-
- Adhere to internal policy, system processes and external regulatory requirements**Qualifications**:

- 2-5 years in Account Management, Credit or Collections (Debt Recovery)

**Additional Information**:

- Collaborative teams - a flat structure means everyone can learn from colleagues and senior leaders around the business.- Be involved - come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.-
- Flexible working environment - we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.-
- Family support - industry leading 26 weeks paid parental leave.-
- Varied workspaces - our office enables areas for collaboration, brainstorming and socialising as well as focus zones.-
- Range of benefits - supporting your physical, psychological and financial wellbeing.

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