Strategic Client Services Lead – Large Portfolio

Jobtailor; Burlington (NJ); On-site; USD 55,000 - 85,000; Full time

Job summary

Canon Financial Services in New Jersey seeks a skilled professional to own a portfolio of strategic clients, manage inquiries, and drive cash application analyses.

You will collaborate across teams, translate reports, and guide Level 1 associates while ensuring accurate reconciliations and timely renewals.

This role emphasizes strong communication, multitasking, and hands-on experience with Salesforce and lease-management tools.

Qualifications

• Bachelor’s degree or equivalent experience preferred
• 3-5 years of Collections/Customer Service experience preferred
• Strong verbal and written communication skills
• Intermediate to advanced knowledge of Microsoft Office products, specifically Excel and Word
• Ability to work successfully within a team environment and inter-departmentally
• Experience with large customers containing multiple schedules
• Experience with governmental entities is a plus
• Experience with payment application and payment reconciliations
• Proven analytical problem-solving skills and basic math skills
• Ability to multitask in a fast-paced environment
• Strong prioritization and time management skills
• Successful utilization of Salesforce and Unified Desktop systems
• Experience with Odessa LeaseWave preferred
• Minimal travel may be required (5%)

Responsibilities

• Serve as the primary point of contact and own a portfolio of Canon Financial Services strategic clients
• Respond to customer inquiries while maintaining internal aging receivable levels
• Conduct large-scale reconciliation and cash application analyses
• Root-cause problems, solve complex customer-facing issues, and develop action plans
• Handle issues spanning multiple disciplines across complex, multi-schedule clients
• Develop, use, and translate reporting to visualize portfolio and customer performance
• Read, understand, and act on customer purchase orders, invoicing requirements, payment methods, and related processes
• Execute end-of-lease processes, including buyout and upgrade quotes, equipment removal scheduling, and contract termination
• Identify, understand, and oversee customer rebooking processes
• Engage with internal Canon resources, Canon USA, Canon Solutions Americas, sales channels, and strategic client stakeholders from AP personnel through C-level employees
• Complete high-priority projects assigned by leadership
• Mentor and develop Level 1 associates through guidance, training, and assistance
• Cross-train across Strategic Client Services disciplines
• Participate in companywide and interdepartmental initiatives

Job description

Canon Financial Services in New Jersey seeks a skilled professional to own a portfolio of strategic clients, manage inquiries, and drive cash application analyses.

You will collaborate across teams, translate reports, and guide Level 1 associates while ensuring accurate reconciliations and timely renewals.

This role emphasizes strong communication, multitasking, and hands-on experience with Salesforce and lease-management tools.