Client Success Manager

12 hours ago

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Logo of Traydstream

Traydstream

Trade Finance • Disruptive Technology • Artificial Intelligence • Digitisation • FinTech

Description

• Who we are looking for: We’re looking for an experienced Trade Document Specialist with savvy interpersonal skills to join our client success team. • A truly cross functional role, the successful candidate will be able to integrate their breadth and depth of knowledge in trade finance and managing incoming client queries & requests with speed and tact. • Provide world class client servicing to our client • Manage expectations and communication lines between internal and external stakeholders • Implement solutions to continuously improve Turn Around Time, Accuracy, and all productivity related KPIs as provided by the Chief Operating Officer • Test the Traydstream platform for new features or modified functions added to our products as per our client’s expectations • Measure, monitor, and record data related to our clients’ transaction efficiency or efficacy on the Traydstream platform • Research and recommend creative ideas to address the root cause of functional platform problems • Propose workable solutions to improve trade document processing times and quality of our client’s transactions within our platform • Manage checklists and action plans for clients by coordinating and supporting cross functional teams based on urgency and criticality • Coach and manage clients through the customer life cycle by initiating their trade transactions sets into the platform • Incorporate trade documentation best practices for our trade officers and clients

Requirements

• 4 - 6 Years in Trade Transaction Processing • Undergraduate or Postgraduate Degree (BBA, BCOM, MBA or equivalent) • Certified Documentary Credit Specialist (CDCS) - Good to have • UCP-600, ISBNP • Knowledge of UCP 600, ISBP 821, URR 725, URC 522 and Incoterms 2020 • Well versed with Trade Finance Products such as Letter of Credit & Documentary Collections, Open account • Knowledge of SWIFT messages • Excellent Interpersonal skills including communication, client servicing, and influence & negotiation. • Excellent Interpersonal skills including communication, client servicing, and influence & negotiation • Superior Problem-Solving Ability • Strong Understanding of Data Collection & Analysis Techniques • Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines. • Ability to work without direct supervision, and efficiently manage tasks and time. • Proficiency in Microsoft Office Suite • Proficiency in English

Benefits

• Comprehensive health plans • Generous leave policy • Flexible remote working • Unlimited learning and development programmes • Cross-functional learning paths

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