02 ago
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Talento
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Bogotá
The Account Executive is responsible for managing client accounts, ensuring an exceptional customer experience, supporting invoice purchasing operations, and minimizing organizational risk through effective account management, analysis, and communication.
Key Responsibilities
- Attend to and respond promptly to all incoming client calls and emails.
- Proactively communicate with clients through their preferred contact method, providing updates on invoice purchases and notifying them as early as possible of any verification delays.
- Review client requests that fall outside normal operational processes, identify solutions, and elevate cases when necessary while maintaining full ownership of communicating decisions to the client.
- Clearly explain all policies, procedures, and account information to clients, and provide ongoing training to facilitate a smoother funding process.
- Resolve client issues and complaints in a manner that delivers world‑class customer service while minimizing risk to the organization.
- Ensure all invoices scheduled for purchase on a given day are processed within established timeframes.
- Review all held invoices to confirm they should remain on hold and ensure verification follow‑ups are current.
- Keep clients fully informed about the status of their invoices and account activities at all times.
- Analyze daily portfolio reports and follow up with clients regarding relevant account information.
- Support collections efforts to maintain accurate aging reports and ensure invoices are paid.
- Monitor and follow up on workout accounts to reduce risk exposure, coordinating actions with collections teams, clients, brokers, shippers, and receivers as needed.
- Maintain accurate client account information across all systems and ensure public funding instructions remain current.
- Accurately manage no‑buy restrictions at both relationsh
📌 Key Account Manager (Bogotá)
🏢 Talento
📍 Bogotá