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Client Management Specialist
Steg Technologies
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
The Role:
We re seeking an ambitious and results-oriented Client Management Specialist to join our Operations team at Stenn. In this newly created role, you ll play a key role in defining and continually enhancing our customers deal processing experience for both current and new product offerings.
You ll be responsible for managing areas such as deal validation, deal preparation, and document preparation, while also assisting with bespoke requirements for non-standard deals and pilots, ensuring timely and efficient execution of all transactions.
Responsibilities:
- Commercially and proactively process incoming deals, with accuracy and attention to detail.
- Handle incoming lead requests in a timely manner, including those booked and not booked in internal systems.
- Verify deal structures and types to make sure they are compliant with internal requirements.
- Provide deal processing visibility to Sales and other stakeholders within the organisation.
- Maintain supplier and buyer accounts in internal systems to ensure they re always ready for financing.
- Manage pricing settings in internal systems for all standard and non-standard deal, pilots and structured leads.
- Process pilots not booked in internal systems, including document issuance and signatures.
- Maintain up-to-date knowledge of Operations policies and procedures; ensuring Client Management is continually compliant.
- Maintain accurate and up-to-date records of all deal processing activities.
- Share regular feedback with Client Management s Business Analyst and Tech team; enabling processes, policies and internal systems to be continually improved.
- Partner closely with Legal, Risk, and Sales to align on deal processing requirements.
- Investigate, analyse and resolve non-technical deal processing issues to ensure customers are funded in line with expectations, while maintaining ongoing and timely communications with other internal stakeholders.
Qualifications:
- University degree in Finance, Economics, Mathematics, Statistics, Computer Science, Accounting, or a related field.
- Proven experience in trade finance, structured trade finance, or a related sector.
- Background in financial operations or similar roles is preferred.
- Proficiency in Microsoft Office is required, along with a willingness to learn new software and systems quickly.
- Excellent communication and collaboration skills to work effectively with cross-functional teams and stakeholders.
- Strong focus on achieving results and driving operational excellence to support the company s growth.
At Stenn, we believe that every team member deserves to feel like they belong. We foster a culture of inclusivity, respect, and collaboration where everyones unique perspectives are valued. Join us and be part of a team where you can thrive and grow, both professionally and personally.
We appreciate the support recruitment agencies can provide, however our in-house team do not require any 3rd party assistance at this time.
We appreciate the support recruitment agencies can provide, however our in-house team do not require any 3rd party assistance at this time.
At Stenn, we believe that every team member deserves to feel like they belong. We foster a culture of inclusivity, respect, and collaboration where everyones unique perspectives are valued. Join us and be part of a team where you can thrive and grow, both professionally and personally.
Employment Type: Full Time, Permanent
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based on 3 employees
Flexible timing
Monday to Friday
No travel
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