Ready for a career where client relationships and financial operations come together? We are seeking a Client Service Manager in the Shaker Heights area to play a key role in supporting clients while keeping day-to-day funding activities running smoothly.
In this role, youll lead client service efforts, oversee funding-related operations, and partner with leadership to ensure accurate, efficient service. Youll help strengthen client relationships and support the needs of staffing and transportation customers in a fast-paced environment.
What You'll Do As a Client Service Manager, you will be responsible for:
Supervise and develop a team responsible for reviewing and processing weekly client funding activity.
Examine invoices, time records, purchase orders, bills of lading, and related documentation to confirm funding accuracy.
Ensure approved client payments and funding requests are processed correctly and within required timelines.
Monitor account activity, client performance, and debtor trends to identify potential risks or concerns.
Maintain strong client relationships by addressing service needs, resolving issues, and providing timely communication.
Investigate unusual account activity, operational challenges, and changing payment patterns
Partner with leadership and internal teams to resolve issues, improve workflows, and support efficient use of the Factor SQL system.
What You'll Bring The ideal candidate for this role will have:
Bachelors degree in accounting, finance, business, or a comparable field required.
5+ years of experience in factoring, lending, financial services, or a related environment, along with prior team leadership experience.
Demonstrate strong analytical skills and the ability to accurately review account activity and financial documentation.
Communicate effectively with clients, coworkers, and leadership while building productive professional relationships.
Work comfortably with Microsoft Office and financial systems; experience with Factor SQL is a plus.
Stay organized and detail-oriented while managing competing priorities, resolving issues, and adapting to a fast-paced environment.
Why Join Us?
Be part of a team that values growth, innovation, and client satisfaction
Enjoy a supportive environment with opportunities for professional development
Competitive compensation package and benefits
Work for a company committed to fostering a positive work culture
Location & Schedule
This position is fully onsite in the Shaker Heights area and offers a standard Monday through Friday schedule.
Ready to Take the Next Step?
If you are ready to contribute your expertise as a Client Service Manager apply today or contact our recruiting team to learn more. Dont wait were hiring now!
#SSP
Numbers & Facts
Location
University Ht, OH
Salary
$100,000–$115,000 Per Year
Skills
Accountingunmatched
Analysis Skillsunmatched
Billingunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Satisfactionunmatched
Customer Service Managementunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Financeunmatched
Financial Operationsunmatched
Financial Servicesunmatched
Financial Systemsunmatched
Fundingunmatched
Leadershipunmatched
Loansunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Problem Solving Skillsunmatched
Purchase Ordersunmatched
Risk Analysisunmatched
SQL (Structured Query Language)unmatched
Team Lead/Managerunmatched
Time Managementunmatched
Trend Analysisunmatched
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