Client Relationship Manager at Concord

Type: Full-time
Posted: Jun 10, 2026

Description

Concord Finance is seeking a Client Relationship Manager to develop and maintain strong client relationships, act as the primary contact for clients, and provide strategic guidance. The role involves identifying growth opportunities, monitoring performance metrics, preparing reports, ensuring timely service delivery, and resolving client issues. Candidates should have proven experience in account management, familiarity with AI tools, excellent communication skills, and proficiency in Microsoft Office.

Required Skills

Account Management
Client Relationship Management
Strategic Guidance
Growth Opportunities Identification
Performance Metrics Monitoring
Reporting and Updates Preparation
Service Delivery Ensurance
Problem-Solving
Negotiation Skills
Communication Skills
Interpersonal Skills
Organizational Skills
Multitasking
Task Prioritization
Microsoft Office Suite

Additional Information

Required Previous Experiences: Proven experience in account management or a similar role
Preferred Qualifications: Experience in consumer marketplace lending, SaaS loan servicing, fintech, or financial services platforms is strongly preferred
Familiarity with AI tools and a willingness to leverage them to improve efficiency and streamline day-to-day administrative tasks
Excellent communication and interpersonal skills (English required; Spanish preferred/required depending on role scope)
Strong problem-solving and negotiation abilities
Ability to build and maintain strong client relationships
Detail-oriented with strong organizational skills
Ability to multitask and prioritize tasks effectively
Proficient in Microsoft Office Suite