Client Relationship Manager - PSG

GreatAmerica Financial Services(1 month ago)

HybridFull TimeSenior$115,907 - $155,077 (estimated)Portfolio Services Group (GPSG)

About this role

The Client Relationship Manager at GreatAmerica serves as the primary liaison between the Portfolio Services Group (GPSG) and key external clients, focused on maintaining and growing strategic client relationships and ensuring successful onboarding of newly originated accounts. This hybrid role requires strong business acumen, client-facing abilities, and close coordination with internal operational teams to understand client needs and drive outcomes. The CRM acts as a central point of contact for major accounts and supports long-term client loyalty and strategic initiatives.

View Original Listing

Required Skills

Relationship Management
Client Onboarding
Account Planning
Communication
Coordination
Project Management
Problem Solving
Analytical Skills
Presentation Skills
Negotiation

+2 more

Qualifications

Bachelor's Degree

About GreatAmerica Financial Services

greatamerica.com

GreatAmerica is the leading provider of equipment leasing. Our financial solutions help you grow your business and keep your customers for a lifetime.

View more jobs at GreatAmerica Financial Services →