Remote - Client Relationship Manager

Green Dot Corporation • Los Angeles, CA

285d • $88,600 - $110,700 • Remote

About The Position

We're looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone's fingertips. At Green Dot, we are evolving to a new and permanent “Work from Anywhere” model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission. As a Client Relationship Manager, you will have an opportunity to manage relationships within the Tax Processing Group (TPG). You will support our Premier Partners through 1 on 1 relationships throughout the year.

Requirements

• Minimum 4 years of related experience in relationship management, customer service, and/or sales
• High school diploma or equivalent

Nice To Haves

• Experience managing clients
• Tax or banking industry experience
• Bilingual (Spanish/English)
• Bachelor's degree

Responsibilities

• Developing 1 on 1 relationships with clients
• Responding to inbound calls, inquiries and performing strategic outbound call campaigns
• Maintaining salesforce reporting tool
• Completing annual contracts in Docusign
• Covering Premier Partner inbound calls during Tax season
• Calling Top 200 Premier Partners after tax season as part of a strategic out-bound Retention call campaign
• Travelling/attending/hosting IRS, virtual and Partner Vendor shows during the summer/fall
• Conducting fall/pre-season call campaigns to present the annual TPG programs and enrollments for the upcoming tax season
• Managing annual contracts, B2B loans, taxpayer programs, updates to manual reports, and organizing key client materials/mailings

What This Job Offers

• Job Type: Full-time
• Industry: Merchant Wholesalers, Nondurable Goods
• Education Level: High school or GED