Customer Financial Services Lead

ICONIX Waterworks

$80K — $90K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Certified Credit Professional Designation or business degree preferred.
  • Supervisory experience is an asset.
  • Knowledge of Canadian and US construction industry and builder’s lien process required.
  • Proficiency in Microsoft Office applications.
  • Strong analytical and organizational skills.

Responsibilities

  • Implement credit and collection policies for Canadian and US customer accounts.
  • Train and coach the Customer Financial Services Team on inquiries and claims resolution.
  • Support the US business with pre-lien and lien release process training.
  • Investigate new Credit Applications and provide feedback for pre-qualification.
  • Collaborate with internal and external stakeholders during credit assessments and collections.
  • Identify process improvement opportunities and provide suggested actions.
  • Represent ICONIX in industry meetings and report on customer account concerns.

Benefits

  • Opportunity for professional training and development.
  • Access to AR automation tools and ERP systems for streamlined workflows.
  • Collaborative work environment with cross-functional teams.
  • Regular industry engagement through group meetings.
  • Exposure to upper management and decision-making processes.
Full Job Description
About the Role
  • Implements ICONIX’s credit and collection policies for designated Canadian and US customer accounts by monitoring and maintaining accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits.
  • Provides training and coaching to the Customer Financial Services Team assisting with general inquiries, account escalation approach, resolution of claims and discrepancies, deposit and cash application process.
  • Supports the US business with working knowledge of the pre-lien and lien release process and provides training and coverage to the team as required.
  • Investigates new Credit Applications, Project Reports, Contracts, and PO Terms for Pre-qualification, up to a pre-approved limit of authority, providing feedback as required.
  • Interacts and collaborates with various internal sales/operations staff and management, as well as external industry contacts during credit assessment, accelerated collection process, and sales order releases to credit hold / overdue customers; implements agreed changes and actions.
  • Keeps abreast of industry updates/changes, identifies opportunities for process improvement, provides feedback and suggested actions to the Customer Financial Services team and Management.
  • Attends Industry Group Meetings for Canda and the US representing ICONIX in a professional manner and acquiring pertinent details regarding customer account concerns, industry themes and challenges.
  • Identifies and reports IT-related concerns to the support team and follows through on testing or project management until the integration is complete.
  • Utilizes AR automation tools and ERP systems to streamline workflows and increase employee capacity.
  • Liaises with internal and external technology partners to ensure efficient use of equipment, resources and manages user set up.
Here's a Snapshot of How You'll Contribute to Our Team
  • Strong organizational, interpersonal, multitasking, analytical, prioritizing, leadership, coaching and mentoring skills.
  • Strong and diplomatic negotiation skills with the ability to make sound and courageous decisions.
  • Effective and professional communication skills both oral and written and proficient in Microsoft Office.
  • Demonstrates a very high standard of customer service both internally and externally.
  • Active listener and curious mind-set, working collaboratively toward a mutually beneficial solution.
  • Adaptable and willing to learn and take on new tasks.
  • Emotional awareness and self-regulation during moments of tension or conflict.
Who We're Looking For
  • Certified Credit Professional Designation with the Credit Institute of Canada or general business degree is preferred.
  • Supervisory experience would be an asset.
  • Knowledge of the Canadian and US construction industry and builder’s lien process is required.

 

Ready to build your career and realize your full potential? Apply now and join the flow! #IWW

 

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