Client Account Manager - BogeGroup

POSITION SUMMARY

At BogeGroup, we seek individuals who are eager to learn and are deeply committed to continuous self-improvement. We value those who focus on enhancing their skills 365 days a year to create a positive impact on people's lives while achieving their own goals. As an Client Account Manager ("Client Success Manager" is BogeGroup's Term), you are directly responsible for impacting lives through working 1-on-1 with clients to deliver and complete funding consulting services while collecting remaining balances for those services. A successful candidate will demonstrate a strong desire to excel as a top producer, possess a positive and hardworking attitude, and exhibit exceptional communication skills.

ABOUT BOGEGROUP

Our mission is to empower individuals to expand their life using funding, business and investing tools. We created and partnered with several companies that provide business and investing tools through 1-on-1 mentorships, workshops and opportunities to help people get to where they want to go faster. All of our team members embody our core values that create our culture and guide the hiring process: We are inspirational, disciplined, accountable, results-oriented, transparent and aligned. Founded by business expert, Andrew Imbesi, BogeGroup has helped thousands of small businesses and aspiring entrepreneurs and investors grow and scale with the help of accessing over $100,000,000 of 0% Interest Business Credit Funding.

With over helping about 3,000 people in the last two years, BogeGroup has made itself known with the funding consulting it provides to clients and continues to expand. We operate nationally and are looking for Client Account Manager to drive the growth in becoming the #1 funding company in our industry.

OBJECTIVES

• Be willing to take more than 6 hours worth of 1-on-1 consulting calls per day in an 8-hour work day

• Deliver and complete over 40 active clients per month

• Collect payments owed for consulting services

• Obtain client testimonials once funding is complete

• Build and nurture relationships with clients and businesses

• Communicate with clients and self-book appointments to consult clients based on what they need

• Diffuse situations and encourage clients to be solution-oriented

• Monitor client progress, report outcomes, and pinpoint areas for enhancement.

• Coordinate with internal teams to ensure client requirements are fulfilled and any concerns are addressed promptly.

• Support clients in preparing and submitting applications for funding.

• Provide comprehensive guidance throughout the funding process, resolving queries and offering advice.

• Role-play for over 1 hour per day to continuously develop communication skills and gain confidence in the consulting process

• Track accurate statistics at the end of the day

COMPETENCIES

• Strong ability to communicate with clients regarding BogeGroup Financial Consulting Solutions

• Ability to meet or exceed quotas of clients completely delivered, remaining balance of the services and number of testimonials

• Have strong emotional intelligence

• Competency in talking to people interested in different business ventures from all walks of life

• Hunger to recover qualified clients and encourage them to continue with services

• Genuine desire to build relationships with prospects that want to change their lives by providing value while consulting

• Ability to think quickly on feet and solve client’s problems

• Leverage CRM and be accurate in taking notes on clients

• Ability to follow a script while willing to improve and develop communication skills using company resources to use beyond the script

• Disciplined with consistent follow up and ability to get creative when reaching out to clients (i.e. video messages, email…etc)

• Applying strong level of interpersonal and communication skills

• Be coachable on how to improve your statistics

• Work weekends if needed

• Ability to work in a fast-paced environment

• Able to work on zoom with clients

• Strong obsession for personal development

EDUCATION AND EXPERIENCE

• GED or high school diploma preferred

• Preferred at least 1-2 years’ work experience in a collection based or delivery role with a training, organizational development or content development focus

PHYSICAL REQUIREMENTS

• Prolonged periods sitting at a desk and working on a computer using zoom

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce BogeGroup recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

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https://drive.google.com/drive/folders/11GmDgmaIBs2KVR32P-Y_suLV08YfIEZb