Remote - Client Relationship Coordinator

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.

JOB DESCRIPTION

Job Overview: We are seeking a dynamic and motivated individual to join our team as an Enrollment Coordinator. This role is pivotal in maintaining strong relationships with our existing clients, driving growth, cross-selling, and actively assisting with the implementation of new clients when needed. The ideal candidate will possess excellent communication skills, a keen understanding of our solutions, and a proactive approach to identifying opportunities for business expansion.

Essential Functions:

Client Servicing:

• Act as a supporting point of contact for clients, ensuring their needs are met and issues are resolved promptly.

• Build and maintain strong, long-lasting client relationships through regular communication and understanding of their goals.

Growth and Cross Selling:

• Collaborate with the Enrollment, Sales and Relationship Management teams to identify upsell and cross-sell opportunities within the existing client base.

• Develop a deep understanding of clients' objectives to effectively position and recommend additional rapid! products and services.

• Maximize total opportunity within each customer.

Daily Operations:

• Prepare and deliver daily reports to clients within assigned deadlines, summarizing key metrics, account updates, and relevant information.

• Answer phone calls and respond to emails from clients in a timely and professional manner, addressing inquiries, providing information, and resolving issues as needed.

• Assist in the onboarding process for new team members, providing them with the necessary information, resources, and support to quickly acclimate to their roles and the company culture.

• Travel to in-person meetings as needed.

Issue Resolution and Troubleshooting:

• Address and resolve client issues promptly, collaborating with internal teams as needed.

• Proactively identify potential challenges and work towards implementing preventive measures.

• Collaborate effectively with third party service providers to effectively service customers.

• Be available during designated on-call hours, which may include evenings, weekends, and holidays, to respond to client needs.

New Paycard Client Implementation:

• Collaborate with the Enrollment team to assist in onboarding new clients, ensuring a seamless transition and successful integration of our solutions.

• Provide training and support to new clients during the implementation phase, ensuring a clear understanding of our offerings and functionalities.

• Responsible for managing the back-end set-up of new client accounts.

Client Advocacy:

• Serve as a client advocate within the organization, ensuring that client feedback and needs are communicated to relevant teams for continuous improvement.

• Work closely with product development teams to understand upcoming features and offerings that could benefit existing clients.

• Collaborate effectively with third party service providers to effectively service customers.

Sales Support:

• Provide pre-sales support by assisting the sales team in understanding client needs, solutioning, and participating in client meetings when needed.

Evolution and Growth:

At Green Dot, we believe in fostering a culture of learning and development. As we continue to grow, there may be opportunities for you to take on new challenges and expand your skill set. The Enrollment Coordinator role may evolve to encompass additional responsibilities based on your strengths and interests, as well as the evolving needs of the company.

Qualifications:

• Bachelor's degree preferred in Business, Finance, or a related field.

• 3+ years of experience in account management or client success roles.

• Knowledge of paycard and earned wage access solutions is a plus.

• Excellent communication and interpersonal skills.

• Strong problem-solving and analytical abilities.

• Ability to thrive in a fast-paced and dynamic work environment.

• Customer-centric mindset with a commitment to delivering exceptional service.

• Proven hands-on experience working with Salesforce CRM, including proficiency in navigating the platform, creating, and customizing records, and managing data.

• Demonstrates a sense of ownership and accountability for assigned tasks and projects, taking initiative to see them through to successful completion.

• Demonstrated ability to independently identify and troubleshoot issues, using a proactive and analytical approach to find effective solutions.

• Proven experience in self-management, with the ability to work autonomously, set personal goals, and consistently meet deadlines without constant supervision.

POSITION TYPE

Regular

PAY RANGE

The targeted base salary for this position is $30,000 to $47,700 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate’s geographical location.

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.