Customer Financial Services Lead

ICONIX Waterworks•Langley, BC

11d•CA$80,000 - CA$90,000•Hybrid

About The Position

Implements ICONIX’s credit and collection policies for designated Canadian and US customer accounts by monitoring and maintaining accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits. Provides training and coaching to the Customer Financial Services Team assisting with general inquiries, account escalation approach, resolution of claims and discrepancies, deposit and cash application process. Supports the US business with working knowledge of the pre-lien and lien release process and provides training and coverage to the team as required. Investigates new Credit Applications, Project Reports, Contracts, and PO Terms for Pre-qualification, up to a pre-approved limit of authority, providing feedback as required. Interacts and collaborates with various internal sales/operations staff and management, as well as external industry contacts during credit assessment, accelerated collection process, and sales order releases to credit hold / overdue customers; implements agreed changes and actions. Keeps abreast of industry updates/changes, identifies opportunities for process improvement, provides feedback and suggested actions to the Customer Financial Services team and Management. Attends Industry Group Meetings for Canda and the US representing ICONIX in a professional manner and acquiring pertinent details regarding customer account concerns, industry themes and challenges. Identifies and reports IT-related concerns to the support team and follows through on testing or project management until the integration is complete. Utilizes AR automation tools and ERP systems to streamline workflows and increase employee capacity. Liaises with internal and external technology partners to ensure efficient use of equipment, resources and manages user set up.

Requirements

Knowledge of the Canadian and US construction industry and builder’s lien process is required.

Nice To Haves

Strong organizational, interpersonal, multitasking, analytical, prioritizing, leadership, coaching and mentoring skills.
Strong and diplomatic negotiation skills with the ability to make sound and courageous decisions.
Effective and professional communication skills both oral and written and proficient in Microsoft Office.
Demonstrates a very high standard of customer service both internally and externally.
Active listener and curious mind-set, working collaboratively toward a mutually beneficial solution.
Adaptable and willing to learn and take on new tasks.
Emotional awareness and self-regulation during moments of tension or conflict.
Certified Credit Professional Designation with the Credit Institute of Canada or general business degree is preferred.
Supervisory experience would be an asset.

Responsibilities

Implements ICONIX’s credit and collection policies for designated Canadian and US customer accounts by monitoring and maintaining accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits.
Provides training and coaching to the Customer Financial Services Team assisting with general inquiries, account escalation approach, resolution of claims and discrepancies, deposit and cash application process.
Supports the US business with working knowledge of the pre-lien and lien release process and provides training and coverage to the team as required.
Investigates new Credit Applications, Project Reports, Contracts, and PO Terms for Pre-qualification, up to a pre-approved limit of authority, providing feedback as required.
Interacts and collaborates with various internal sales/operations staff and management, as well as external industry contacts during credit assessment, accelerated collection process, and sales order releases to credit hold / overdue customers; implements agreed changes and actions.
Keeps abreast of industry updates/changes, identifies opportunities for process improvement, provides feedback and suggested actions to the Customer Financial Services team and Management.
Attends Industry Group Meetings for Canda and the US representing ICONIX in a professional manner and acquiring pertinent details regarding customer account concerns, industry themes and challenges.
Identifies and reports IT-related concerns to the support team and follows through on testing or project management until the integration is complete.
Utilizes AR automation tools and ERP systems to streamline workflows and increase employee capacity.
Liaises with internal and external technology partners to ensure efficient use of equipment, resources and manages user set up.