Plex Capital - Overland Park, KS

posted about 1 month ago

Full-time - Mid Level
Overland Park, KS

About the position

The Bilingual Client Account Manager at PLEX Capital is a key role focused on managing client relationships within the commercial finance sector. This position requires a proactive individual who can effectively communicate with clients in both English and Spanish, ensuring a seamless onboarding process and ongoing support. The role emphasizes a commitment to client satisfaction and continuous improvement, making it ideal for someone who thrives in a fast-paced, purpose-driven environment.

Responsibilities

  • Serve as the primary point of contact for PLEX portfolio clients.
  • Onboard new clients and train them on PLEX processes for submitting transactions.
  • Collect, audit, and approve client schedule documents.
  • Provide feedback to clients on opportunities for improvement.
  • Present recommendations to Portfolio Manager and Leadership Team.

Requirements

  • 3+ years experience in an account management role
  • Conversational Spanish
  • College Degree
  • 30wpm typing proficiency
  • High attention to detail
  • Ability to effectively communicate to Clients whether in-person, over the phone, text, or video call.
  • Experience with Microsoft Office or Google Workspace.
  • Desire to join a purpose-driven, high impact company.
  • A willingness to teach and learn.

Benefits

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
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