Bilingual Client Account Manager - Business Finance (3 years experience)

PLEX Capital LLC; Overland Park (KS); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Paid time off

Vision insurance

Job summary

PLEX Capital LLC in Overland Park, KS is hiring a bilingual Client Account Manager who delivers exceptional client service and meticulous financial-document review. You will use English and Spanish to onboard clients, explain submission processes, and support funding activities.

This role requires at least 3 years in client account management or related finance functions, plus strong communication, organization, and attention to detail, with proficiency in Excel, Google Workspace, and a CRM

Qualifications

• Fluent in English and Spanish, both written and spoken.
• 3+ years in client account management, accounts receivable, or related financial operations.
• Strong communication, organization, and client-service skills.
• Attention to numerical accuracy and ability to evaluate financial documentation.
• Self-directed, dependable, and able to manage multiple priorities without constant supervision.

Responsibilities

• Serve as primary contact for portfolio clients in English and Spanish.
• Onboard clients and explain transaction submission, verification, and funding processes.
• Review invoices, schedules, and supporting documentation for accuracy and approvals.
• Audit high-dollar transactions and verify payments, dates, and terms.
• Identify anomalies and escalate concerns before processing.
• Maintain accurate records and coordinate with underwriting and operations teams.

Skills

Bilingual English/Spanish

Client account management

Attention to detail

Communication

Proactive/self-directed

Education

Associate's or Bachelor's degree in a relevant field

Tools

Excel

Google Workspace

CRM systems

Job description

PLEX Capital is a growing specialty commercial finance company providing flexible access to capital for businesses nationwide. Our flagship offering is accounts receivable financing. We partner with businesses across industries to help them manage cash flow and pursue growth. Our mission: Financing the Builders of America.

We are seeking a bilingual Client Account Manager who combines exceptional client service with strong financial-document review skills. This position requires a proactive professional who communicates clearly, exercises sound judgment, and ensures that every transaction is accurate, complete, and properly documented.

Key Responsibilities

Client Relationships & Communication

• Serve as a primary contact for assigned portfolio clients, providing responsive and professional support in English and Spanish.
• Communicate with clients, account debtors, and internal colleagues to clarify requirements, resolve questions, and coordinate next steps.
• Onboard clients and explain transaction submission, documentation, verification, and funding processes.
• Manage sensitive or difficult conversations with professionalism while maintaining company policies and expectations.
• Review invoices, schedules, and supporting documentation for accuracy, completeness, consistency, and required approvals.
• Audit high-dollar transactions; compare amounts, dates, customer details, payment terms, and evidence of services performed or goods delivered.
• Identify unusual activity, discrepancies, missing documents, and potential exceptions; ask appropriate questions and escalte concerns before processing.
• Support debtor/invoice verification, notices of assignment, remittance-related coordination, and documentation follow-up according to established procedures.
• Maintain accurate records and avoid advancing transactions with incomplete or unresolved requirements.
• Track outstanding requests and follow up with clients and counterparties to prevent delays and overlooked items.
• Coordinate with underwriting, operations, and account-resolution teams on account issues and transaction exceptions.
• Document communications and account activity accurately in company systems; maintain orderly, audit-ready files.
• Prioritize multiple deadlines, identify process improvements, and take ownership of assigned responsibilities.

Required Qualifications

• Professional written and spoken fluency in both English and Spanish.
• At least 3 years of relevant experience in client account management, customer service, accounts receivable, financial operations, banking, or commercial finance.
• Excellent communication, follow-through, organization, and client-service skills.
• Demonstrated attention to detail, numerical accuracy, critical thinking, and ability to evaluate supporting financial documentation.
• Self-directed, accountable, dependable, and comfortable managing several priorities without constant supervision.
• Proficiency with Excel, Microsoft Office or Google Workspace, and ability to learn business and CRM systems.

Preferred Qualifications

• Experience in invoice factoring, commercial finance, credit, receivables management, or invoice reconciliation.
• Experience working directly with business owners, accounts payable departments, or referral partners.
• Familiarity with Salesforce or another CRM; associate’s or bachelor’s degree in a relevant field, or equivalent experience.

What Success Looks Like

You notice discrepancies before they become problems, communicate clearly, maintain complete and accurate files, meet commitments, and treat clients with professionalism. You know when to resolve an issue independently and when to escalte it. You bring a positive attitude, curiosity, and a consistent sense of ownership to the team.

Benefits & Schedule

Full-time, in-person daytime position in Overland Park, Kansas. Benefits include a generous healthcare reimbursement account (HRA); 401(k) with company matching; and paid time off. Bonus opportunities and professional development may be available based on company policy.

Job Type: Full-time

Pay: $50,000.00 per year

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Vision insurance

Ability to commute/relocate:

• Overland Park, KS 66210: Reliably commute or planning to relocate before starting work (Required)

PLEX Capital is an equal opportunity employer.