Client Relationship Coordinator (CordinatorAS08) [United States]

 

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.

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JOB DESCRIPTION

Summary
The Enrollment Coordinator is responsible for partnering with the Enrollment Manager(s) and Specialist(s) in all client problem/ resolutions, retention, and revenue growth. This position is responsible for supporting the setup of new clients and problem-solving client and cardholder issues. The Enrollment Coordinator must work with service providers to ensure that all issues are resolved in a timely manner. At the direction of the Enrollment Manager, the Enrollment Coordinator is also accountable for the backend setup of clients and working with existing accounts to maximize active card count within each client.

Responsibilities

• Develop relationships with all accounts and contribute to the retention and growth of client portfolios.
• Partner with Enrollment Manager(s) and Specialist(s) by coordinating client setups and implementations.
• Ensure client portfolio requests and card order setups are accurate prior to delivery.
• Collaborate with clients third party service providers to ensure effective enrollments and portfolio management.
• Notify Enrollment Manager(s) and/or leadership on program change requests, or escalated client and cardholder issues.
• Responsible for increasing card count and maximizing total opportunity within each customer.
• Lead client intake and coordinate all aspects of client portfolio deliverables, including account implementation and servicing.
• Assist with training new Enrollment Coordinators on implementations and card orders.
• Work closely with Enrollment Specialists to assist with any daily needs as they arise.
• Provide backup for Enrollment Specialist when needed.
• Create and deliver daily client reporting timely.
• Update and report portfolios in Salesforce.
• Responsible for answering the phone and main line emails, greeting callers, establishing reason for calling, and resolving issue.
• Perform other duties as needed.

Requirements

• Bachelor’s Degree preferred
• 3+ years combined client relationship and customer service experience preferred
• Experience developing strong relationships with internal and external stakeholders, including but not limited to, clients, peers, and executive leadership
• Ability to effectively prioritize multiple projects and client portfolios
• Excellent written, oral, and interpersonal communication skills
• Excellent organizational skills and time management skills with a high level of attention to detail
• Works with limited supervision and solves problems of moderate scope
• Experience with Microsoft Office, including Outlook, Excel, PowerPoint, Word and Project
• Experience working and collaborating effectively in a team environment
• Demonstrated ability to work well in a high paced work environment with general instruction
• Experience with Salesforce and MicroStrategy preferred

POSITION TYPE: Regular

Green Dot promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Green Dot provides reasonable accommodations for candidates on request and respects applicants' privacy rights.

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