Lead Partner Advisor NEW

Enfin

306d • $75,000 - $90,000 • Remote

About The Position

The Lead Partner Advisor will manage client relationships, analyze customer inquiries, and be the main point of contact with our business partners across the organization. This is a high-visibility role in a fast-growing team with an opportunity to support and contribute to the business's operations. This position will be based out of our office located in Irvine, CA with an in-office schedule set at the direct manager's discretion in accordance with the company policies and procedures. Remote work may be considered for exceptional cases.

Requirements

• Bachelor's degree in business or other related field with a minimum of 5-7 years of work experience.
• 1-3 years' work experience working in sales operations or customer service industry utilizing customer-relationship management (CRM) software programs.
• Advanced knowledge of business operations and project planning.
• Proficiency in analyzing budgets and preparing financial reports.
• Exceptional ability to identify future business opportunities and mitigate compliance risks.
• Results-oriented and proactive team player with good business acumen.
• Exceptional interpersonal skills toward efficiently communicating new business processes and procedures.
• Excellent organizational and multitasking skills working in a high-tech environment.

Nice To Haves

• Master's degree in business or another related field.

Responsibilities

• Support team manager to prioritize the business goals with the Jr. Advisors on the team as well as assist with new hire training of the Jr. Advisors.
• Build and maintain relationships with Tier 1 business partners.
• Exercise discretion and independent judgement to resolve customer issues and provide ongoing relationship support and respond to inquiries about products, prices, availability, product uses, and credit terms, and check for partner's understanding and acceptance.
• Project manage key platform enhancements by developing business requirements and interfacing with EnFin enterprise stakeholders.
• Establish and maintain good rapport with all customers in a positive manner and anticipate their needs.
• Understand trends, analysis, data and manage business partner rewards and engagement programs.
• Identify opportunities for future business development and expansion.
• Manage and update sales change orders.
• Maintain knowledge of the organization's products, services, and customer service policies and update procedures as needed.
• Demonstrate agility amidst platform issues and communicate issues with partners in a sophisticated manner.
• Plan and execute business initiatives to improve efficiency in the sales operation under the general supervision of Director of Dealer Experience and Operations.
• Prepare project and productivity reports and ensure compliance with quality and safety requirements.
• Develop and maintain internal and external communication channels.
• Analyze and advise on employee, labor, vendor, and supplier contracts.
• Perform risk analysis to mitigate and manage risks.
• Analyzing consumer and competitor behavior through record keeping of voice of customer report.
• Assist executive leadership in managing product rollouts, customer communication, and new business development.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Ambulatory Health Care Services
• Education Level: Bachelor's degree