Practice Finance Client Manager
Huntington•Columbus, OH
462d•Hybrid
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About The Position
The Practice Finance Client Manager is responsible for onboarding new Practice Finance customers, managing cross-sell opportunities, and ensuring exceptional customer experiences. This role involves establishing long-term relationships with clients, coordinating with internal partners, and supporting a team of Business Development Officers to achieve sales goals. The manager assists in the onboarding process for customers with sales ranging from $0-25MM and emphasizes identifying cross-sell opportunities. Additionally, the position includes oversight of loan documentation and client service management.
