Offer summary

Qualifications:

Minimum 4 years of experience in relationship management, customer service, or sales., High school diploma or equivalent is required; a bachelor's degree is preferred., Experience in the tax or banking industry is advantageous., Bilingual in Spanish and English is a plus..

Key responsabilities:

Manage 1 on 1 relationships with clients in the Tax Processing Group.

Respond to inbound inquiries and conduct strategic outbound call campaigns.

Maintain salesforce reporting tools and complete annual contracts in Docusign.

Attend and host IRS and Partner Vendor shows, and conduct pre-season call campaigns.

Job description

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.

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JOB DESCRIPTION

What does a Client Relationship Manager do at Green Dot?

You will have an opportunity to manage relationships within the Tax Processing Group (TPG). You will support our Premier Partners through 1 on 1 relationships throughout the year.

As a Client Relationship Manager, you can look forward to:

Developing 1 on 1 relationships with clients
Responding to inbound calls, inquiries and performing strategic outbound call campaigns
Maintaining salesforce reporting tool
Completing annual contracts in Docusign
Covering Premier Partner inbound calls during Tax season- additionally, Premier Partner direct calls and emails.
Calling Top 200 Premier Partners after tax season as part of a strategic out-bound Retention call campaign.
Travelling/attending/hosting IRS, virtual and Partner Vendor shows during the summer/fall.
Conducting fall/pre-season call campaigns to present the annual TPG programs and enrollments for the upcoming tax season.
Managing annual contracts, B2B loans, taxpayer programs, updates to manual reports, and organizing key client materials/mailings.

You might be the right match for this role if you:

Have strong relationship management skills and the ability to support 1 on 1 relationships with clients. You have strong organizational skills and are goal oriented.

Ready to join us in our mission? These are the qualifications we are looking for:

Required:

Minimum 4 years of related experience in relationship management, customer service, and/or sales
High school diploma or equivalent

Preferred:

Experience managing clients
Tax or banking industry experience
Bilingual (Spanish/English)
Bachelor’s degree

POSITION TYPE

Regular

PAY RANGE

The targeted base salary for this position is $88,600 to $110,700 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate’s geographical location.

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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.

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