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Purpose: Position provides leadership within the Client Integration Solutions Team with focus on client relations. Supports New Client and Sales Executive with all on-boarding needs, and ensures thorough execution of on-boarding process.
Key Responsibilities:
Responsible for all support of Client Integration to the Leasing Division
Confidently establishes and sustains relationship with New Client
Instill confidence in The Client in their choice of Merchants as their Fleet vendor
Work harmoniously with Associate Director of Client Integration Solutions and Director of Client Services
Works in collaboration with Sales Executive or Ownership on receipt and validation of contracts
Partners with Strategic Consulting Group for continuous improvement
Works with "documenter" to complete all necessary documentation including Lease Account Summary
Establishes strategies and timelines for Client on-boarding
Coordinates and executes Discovery calls with Sales Executive and Client
Collaborate with Subject Matter experts throughout the organization as necessary for Discovery and implementation
Works in partnership with Sales Administration for Home Office visitation
Work in partnership with "Documenter" and Management on Welcome packet to obtain any and all information/documents
Consistently follow up on necessary on boarding steps as identified in the New Client Checklist
Support client, Sales Executive, and Owners on transactions following Client Integration (ex: Placing list of vehicles on Services Only, Purchase of vehicles from prior lessor, etc.)
Establish Structure/Selectors for Clients in Fleet Access as well as provide credentials and demonstration for use
Work collaboratively with Fleet Services in effective on boarding of all services and programs
Follow up on Client expectations and relationship at 3,6, and 12-month mile markers
Support the training and development of new CST members as it relates to Client Integration Solutions
Utilize CRM software to document, manage and track client support and vehicle transactions
Review all incoming orders for accuracy and prepare for efficient placement and processing to Lease Operations
Thrive in a fast paced, customer oriented business with consultative knowledge of lease financial needs
Support Fleet Manager as needed in the acquisition of vehicles
Other Client Services Representative/Billing duties as required to support clients as well as the Leasing Division in meeting their corporate goals
Track Merchants Leasing KPI's and report to management as necessary.
Act as Client Integration Documenter when required
Key contributor in the development, documentation, and coordination of internal procedures
Special projects as assigned
Experience:
CAFS or CAFM Certification preferred
5+ years Fleet Management/Leasing experience
5+ years in environment requiring effective communication, sales and client service skills
Skills:
Excellent organizational skills, strong attention to detail with an ability to focus on accuracy while managing multiple tasks and projects simultaneously
Exceptional verbal, written, presentation and interpersonal skills
Ability to accept and drive organizational change
Excellent Problem solving/resolution and decision-making skills
Ability to advocate for client and represent "voice of the customer" to build and retain relationships
Ability to nurture and work in a team environment as well as ability to work independently
Exceptional computer skills in CRM, Microsoft Windows, Excel (query), Power Point and Word
High energy as well as a pleasant and professional demeanor
Ability to travel to client and prospect locations when necessary
Education: Minimum of a 4 year Bachelor's Degree
APPLY NOW! https://recruiting.ultipro.com/MER1017/JobBoard/9ab27dae-bdc8-83d4-8f36-3f703db8caf2/OpportunityDetail?opportunityId=5f32f095-ac95-4232-b782-8d764d0e007c
Merchants Fleet provides our customers with the most innovative fleet management experience nationally. We partner with our customers to optimize the mobility of their organization. Leveraging the brightest minds in the industry, real-time technology, data analytics, and our full range of products and services, we elevate the fleet performance of our broad range of customers.
