Client manager job description

Role Summary/Purpose:
Perform Daily funding duties to ensure all clients are funded timely and accurately. Perform Daily and Monthly account reconciliations for Client Settlement financial activity in accordance with GAAP and SYF accounting policies. Perform ad hoc tasks as requested, including but not limited to Audit request, SOX requests, testing of new processes, and updating Procedure manuals.

Essential Responsibilities:
Prepare journal entries timely and accurately Handle issue resolutions for internal and external clients Responsible for non-funding client settlement activities to include merchant adjustments, cardholder research of suspense items, etc Prepare wire requests for off cycle payments to merchants, tax jurisdictions, etc.Responsible for performing monthly analytical review of Settlement general ledger accounts Perform account reconciliations to ensure accuracy of account balances and timely clearing of reconciling items Provide support during audits Responsible for maintaining a thorough understanding of the end to end business process, including transaction flow, key systems, and all sources which impact general ledger accounts Create and present weekly / monthly dashboards for management review Incorporate business policy changes into existing processes and update documentation (job aids and training documents) as needed.Identify areas for process and productivity improvements and implement.Perform other duties and special projects as needed.

Qualifications/Requirements:
Bachelor's degree in AccountingMinimum 4 years of experience in finance and accounts Minimum 4 years of working experience on FDR & WorkstationExcellent analytical and problem-solving skills Ability to execute in a fluctuating environment Demonstrated commitment to quality and customer service For Internal Applicants: Understand the criteria or mandatory skills required for the role, before applying.Inform your Manager or HRM before applying for any role on Workday.Ensure that your Professional Profile is updated (fields such as Education, Prior experience, Other skills) and it is mandatory to upload your updated resume (Word or PDF format) Must not be any corrective action plan (First Formal/Final Formal, PIP) Employees who have completed 18 months in the organization and 12 months in current role and level are only eligible.Existing Level 5,6 & 7 are eligible to apply, will be considered for Level 8 if selected

Desired Characteristics:
Excellent analytical, problem solving, organizational and follow up skills Demonstrated interpersonal and relationship building Excellent communication skills, both oral and written PC proficiency with all Microsoft Office applications required Experience with settlement systems such as MBS, CMOD, Trams, SNSS a plus Experience with existing financial system a plus (TRECS, Oracle, etc)

Grade/Level: 08

Job Family Group:
Finance

The Practice Finance Client Manager on-boards new Practice Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ensure quality control and provides an exceptional customer experience. Partners and supports a team of Practice Finance Business Development Officers to achieve team results. Assists with onboarding customers with sales from $0-25MM. Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews onboarding process to ensure alignment with Simply the Best customer experience. Provides client service utilizing a relationship plan/model. Assists (2-3) Practice Finance Business Development Officers with initial onboarding and partner introductions. Coordinates the due diligence and document-gathering necessary to get loans documented and closed. Assists Practice Finance Business Development Officers with forecasting and pipeline management.
Duties & Responsibilities:
Works with customers and third parties and partners to collect conditions necessary to close loan.Communicates with customers 2x per week minimum to help them understand where we are in the process with their loan closing.Has oversight of Account opening/TM service implementation which is completed by partners on the dedicated business banking relationship team.Manage and clear collateral exceptions resulting from their loan closings. Process referral fee payments for their Practice Finance COI BDO Partners.MAX support and administrative support for Practice Finance COI BDO Partners.Performs other duties as assigned.

Basic Qualifications:
Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment Minimum of 3 years of sales support experience in a financial services or credit environment

Preferred Qualifications:
Business Banking sales and product knowledge Consultative selling and profiling experience Proven organizational skills Excellent customer service and interpersonal skills Exceptional written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor General knowledge of Business Banking sales and product knowledge Proven track record of working well in a team environment Strong organizational skills with attention to detail Ability to multi-task PC and internet proficiency

Workplace Type:
Remote

Compensation Range:
$55,000-$70,000

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position

Cision employs the brightest, most passionate people in the tech industry. We'd love for you to join our growing team! We invest in our people through training and professional development while supporting you along the way-all so you can meet your career goals. To us, the most important measure of our success is yours.

Our Client Insights Manager is responsible for overseeing in the production of analysis & insights on Earned Media for major Cision clients. The CIM satisfies clients to ensure retention and growth of existing client revenue and participates in new business initiatives within their sector. In addition, he/she produces the pinnacle of strategic reports to help their clients make good business decisions and mentors less experienced team members to help ensure career progression.
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#LI-REMOTE
You'll help us with:Strategic analysis report ownership and produce high quality reports, with clear and concise writing/findings and provide edits/feedback for fine tuning of reporting.Ensure client is supported with ad hoc data requests, program and/or platform updates etc.Help to ensure data accuracy/integrity is met for client's quick turn event (“moment”) based reporting and escalate potential roadblocks in analysis/client requests to Director in a timely manner with suggestions for solutions.Understand and assist in developing/advancing client analysis program methodology.Be a platform expert. Provide training, Update client configurations, speak to the inner workings of Cision's software and what that means for client solutions/analysis.Create/maintain internal and client facing meeting notes and account documentation (Data Definitions/alterations, Training materials etc.) Mentor and develop junior staff
You'll be a good fit if you have:Should be a self-starter requiring no day-to-day supervision and should collaborate well with rest of team.Complexity of problems solved are moderately complex with support from Insights Managers & Insights Directors.Should have above average knowledge about all aspects of the platform(s) required for the work Deep understanding of the ‘Big Tech' landscape is a nice to have, but not a requirement, providing a willingness to learn. Successful Applicant cant be based anywhere in the United States, however will need to be able to work during regular business hours Experience with social media monitoring, measurement and analysis tools such as Brandwatch, Boolean search logic and data analysis visualization tools (PowerBI, Tableau)#LI-MF1 #LI-REMOTE

As a global leader in PR, marketing and social media management technology and intelligence, Cision helps brands and organizations to identify, connect and engage with customers and stakeholders to drive business results. PR Newswire, a network of over 1.1 billion influencers, in-depth monitoring, analytics and its Brandwatch and Falcon.io social media platforms headline a premier suite of solutions. Cision has offices in 24 countries throughout the Americas, EMEA and APAC. For more information about Cision's award-winning solutions, including its next-gen Cision Communications Cloud , visit www.cision.com and follow @Cision on Twitter.

Cision is committed to fostering an inclusive environment where all employees can be their authentic selves and perform at their best. We believe diversity, equity, and inclusion is vital to driving our culture, sparking innovation and achieving long-term success. Cision is proud to have joined more than 600 companies in signing the CEO Action for Diversity & Inclusion™ pledge and named a “Top Diversity Employer” for 2021 by DiversityJobs.com.

Cision is proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other protected statuses.

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