Account Manager

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Job Description - Account Manager

Please include a cover letteralong with your resume to apply.

Position Overview

The Account Manager isresponsible for assisting NYC Business Solutions Center clients gain access tothe full array of Services at the Center. They will do this through businesscounselling, credit counselling and, where feasible, connecting them to afinancial institution that is most suited to their needs. The Account Managermust deliver high-quality services to Support the BSC’s mission and to enablesmall businesses in Brooklyn to start, operate, and expand. They must possessexceptional written and oral communication skills, time management skills andbe able to operate with excellence in a fast-paced environment. Specifically,the Account Manager, manages the financial support services which involvecritical metrics for the Center’s successful operation. Candidates for thisposition should have banking or loan underwriting experience. They willcultivate existing relationships and build new relationships with key financialinstitutions, to find the best fit for Business Solutions Center clients. Thiswork includes assessing the potential of entrepreneurs as they start theirbusinesses, pre-screening clients for NYC Business Solutions Center’s fullrange of services. In addition, the position is responsible for specialprojects as directed by the President & CEO and the Business SolutionsCenter Director.

Specific Duties

Collaborate with the NYC Business Solutions team to deliver thefull range of Center services, including Financing assistance, businesseducation, navigating government, legal services, general business consultationetc.
Understand intake needs for each service in order to be the bestadvocate for BSC clients.
Conduct proactive intake engagements, and follow-throughs with BSCclients to improve the quality of center service delivery and customersatisfaction.
Adhere to BSC Standard Operating Procedures (SOP), create, andmaintain complete records of customer engagements and business profiles in theBusiness Solutions Center CRM database.
Achieve individual and overall goals as defined in the SOP and theDirector
Respond to all customer inquiries in a timely and appropriatemanner, in accordance with quality assurance best practices and standardsoutlined in the SOP.
Attend training and mentoring sessions such as those provided bySBS to enhance services delivered.
Provide feedback to team members, the Center Director, and SBS onan ongoing basis to improve the system’s ability to achieve outcomes andprovide high-quality services.
Other tasks and duties that support the Center as assigned.

Qualifications

Bachelor’s degree, plus 2 years of experience
Proven ability to manage towards goals to ensure achievement ofthose goals within deadlines.
Proven track record of strong sales and/or customer serviceskills.
Analytical and numerical proficiency a plus
Some knowledge of the loan servicing and/or underwriting processis a plus.
Proven experience working with CRM software like MS Dynamics orSalesforce a plus.
Experience working with small businesses, community-basedorganizations, community groups and/or government programs a plus.
Proficiency in Excel and Word is required, Power Point, Outlookand other Office products are a plus.
Proficiency in CRM data entry and follow-through a plus

Preferred Skills

A strong belief in the potential of small businesses and the valueof understanding their needs and helping them to succeed.
Solid work ethic and high level of professional integrity.
Excellent customer service skills.
Demonstrated knowledge of small business assistance and businesssupport programs in New York City.
Ability to manage towards goals in order to ensure the successfulachievement of those goals by specific deadlines.
Ability to work effectively under pressure in both a team andindividual setting.
Strong interpersonal and relationship management skills.
The ability to communicate effectively verbally and in writingwith a diverse array of internal and external stakeholders.
Flexible, adaptable, customer-focused, and goal-oriented with acommitment to high standards of excellence.
The ability to think innovatively and generate new ideas that cantranslate directly into results.

Good Help Post: Good Help is a free program that promotes active jobopenings on behalf of employers in Brooklyn and advocates for candidates byreducing hiring barriers. For questions, career assistance, or moreinformation on our workforce development initiatives, please reach out [email protected].
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