Capital Markets Director - Sales managing client relationships and sales for capital markets solutions at PNC. Location options include New York and Virginia with a focus on banking and syndication practices.
About the role
- Supervisor Comercial responsible for client retention and activation in post-sales for a fleet management company. Leading the relationship team and ensuring client satisfaction across services.
Responsibilities
- Act as the primary person responsible for customer retention and monetization of the client portfolio together with the post-sales team
- Act as the primary person responsible for onboarding and activation of new company clients
- Supervise the on-site Relationship team, SME Relationship team and Customer Support
- Monitor the client service routine according to the monthly meeting schedule based on the ABC curve
- Track billing trends and the volume of the client portfolio
- Monitor the billing growth curve of clients during the onboarding/activation process
- Hold meetings with the consultants team to follow up on activities
- Periodically review work instructions with the team to ensure correct execution of tasks
- Analyze performance indicators related to onboarding, activation, retention and monetization of the portfolio
- Promote the sale of new products to portfolio clients
- Monitor the progress of client-related requests, interacting with back-office areas to expedite client service
- Develop and deliver training to the team related to client service
- Monitor payment routines and clearing of accounts receivable to avoid improper operation blocks
- Support the collections process to prevent operation blocks due to delinquency
- Support the collections process for delinquent clients
- Monitor processes for changes to client registration and/or commercial terms
- Schedule visits or meetings with relevant clients or clients with other matters to address
- Track the indicators on the targets spreadsheet
Requirements
- University degree (Bachelor’s): Administration, Logistics, Marketing, Economics, Advertising, Accounting, Public Relations or related fields
- Postgraduate / MBA / Specialization preferred: Business Management, Business Administration or related areas
- Availability to travel
Benefits
- Fixed salary
- Food allowance R$100.00 (monthly)
- Meal voucher R$44.10 (per working day)
- SulAmérica health plan (co-payment)
- SulAmérica dental plan
- Home office allowance R$52.50 (monthly)
- Life insurance
- Gympass
- Zenklub
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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