Strategic Client Services Representative II

Canon Financial Services, Inc.; Burlington (NJ); Hybrid; USD 30,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) Savings Plan

Discretionary profit sharing

Educational assistance

Job summary

Canon Financial Services, Inc. in Burlington, NJ is seeking a Strategic Client Services Representative II to own a portfolio of strategic clients, including large global corporations and government entities.

The role combines client service leadership with financial analysis and cross-functional collaboration. This full-time hybrid position requires in-office presence on Tuesday and Wednesday, with the remainder of the week potentially remote, depending on business needs.

Qualifications

• Bachelor’s degree or equivalent experience preferred.
• 3-5 years of Collections/Customer Service experience.
• Strong verbal and written communication skills.
• Intermediate to advanced knowledge of Microsoft Office (Excel/Word).
• Ability to work in a collaborative team environment.
• Experience with large customers and multi-schedule setups.
• Experience with governmental entities is a plus.
• Knowledge of payment applications and reconciliations.

Responsibilities

• Serves as primary contact for Strategic Client portfolio.
• Responds to inquiries to provide best-in-class service.
• Conducts large-scale reconciliation and cash application analyses.
• Root-cause, problem solve and develop action plans for complex issues.
• Manage issues across multiple disciplines and schedules.
• Develops and translates reporting to visualize portfolio insights.
• Reads and processes customer purchase orders, invoicing and payments.
• Understands end-of-lease processes: buyout, upgrades, removals, terminations.
• Oversees the rebooking process for contract changes or errors.
• Engages with Canon resources and partners across channels.
• Mentors Level 1 associates; cross-trains as needed.
• Participates in company-wide initiatives.

Skills

Client relations

Communication

Analytical skills

Teamwork

Payment reconciliation

Government experience

Salesforce

Unified Desktop

Odessa LeaseWave

Excel

Word

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Unified Desktop

Odessa LeaseWave

Excel

Word

Job description

Canon Financial Services in Burlington, NJ is currently seeking a Strategic Client Services Representative II (Representative, Strategic Client Services II). The Strategic Client Services Representative II acts as the single point of contact for and takes ownership of a portfolio of customers who are considered Canon Financials’ Strategic Clients. Strategic Clients can include large global corporations, State and local governmental entities as well as the United States Federal Government.

This position is full time and offers a hybrid work schedule requiring you to be in the office Wednesday and Thursday and an option to work from home the remainder of the week (unless a specific business need arises requiring in office attendance on other days). Note that work schedules and office reporting requirements may change from time to time based on business needs.

Your Impact

Serves as the primary point of contact and takes ownership of a portfolio of customers who are considered Canon Financial Services’ strategic clients, which can include large global corporations, State and local government entities, as well as the United States Federal Government.

Key Responsibilities

• Responsible for servicing all aspects of the Strategic Client relationship, including but limited to:
• Responding to customer inquiries in a timely manner in order to provide best in class customer service while maintaining internal aging receivable levels.
• Conducting large scale reconciliation and cash application analyses.
• Root cause, problem solve and develop action plans for complex customer facing issues.
• Simultaneously handling issues spanning multiple disciplines across complex, multi-schedule clients.
• Develop, utilize and effectively translate multiple types of reporting in order to visualize the high level picture of the portfolio as well as individual customers.
• Reading, understanding and acting on customer purchase orders, invoicing requirements, payment methods and the processes involved with them.
• Understanding and executing the end of lease process for multiple lines of business as well as individual customer requirements. End of lease processes include: buyout and upgrade quotes, scheduling equipment removal and contract termination.
• Identify, understand and oversee the rebooking process for customer’s in the portfolio stemming from errors, changes to contracts or contractual obligations.
• Engaging with various business partners including: internal Canon Financial resources, Canon USA and Canon Solutions Americas representatives as well as representatives from other multiple sales channels.
• Engaging with all levels of partners within our Strategic Clients. Engagement can be anywhere from AP personnel through C-level employees.
• Complete other high priority projects assigned by the leadership team.
• Mentor and develop Level 1 associates. Provide guidance, training and assistance as needed.
• Cross train across all disciplines involved in Strategic Client Services
• Participate in companywide/interdepartmental initiatives as needed

About You: The Skills & Expertise You Bring

• Bachelor’s degree or equivalent experience preferred
• Experience Preferred: 3-5 years of Collections/Customer Service experience
• Strong verbal and written communication skills
• Intermediate to advanced knowledge level of Microsoft Office products, specifically Excel and Word
• Requires individuals to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met
• Experience with large customers containing multiple schedules
• Experience with Governmental Entities and plus
• Experience with understanding payment application and payment reconciliations
• Proven analytical problem-solving skills and basic math skills required
• Ability to multitask and excel in a fast paced environment
• Strong ability to prioritize, with excellent time management skills
• Successful utilization of systems: SalesForce, Unified Desktop
• Experience with Odessa LeaseWave preferred
• Minimal travel may be required (5%)

We are providing the anticipated rate for this role: $21.91 - $32.80 hourly

Company Overview

About our Company - Canon Financial Services, Inc. (CFS) is a wholly-owned subsidiary of Canon U.S.A., Inc. Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $30.3 billion in global revenue, its parent company, Canon Inc. (NYSE:CAJ), ranks third overall in U.S. patents granted in 2022 and is one of Fortune Magazine's World's Most Admired Companies in 2022. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To keep apprised of the latest news from Canon U.S.A., sign up for the Company's RSS news feed by visiting www.usa.canon.com/rss and follow us on Twitter @CanonUSA. For media inquiries, please contact [e-mail].

† Based on weekly patent counts issued by United States Patent and Trademark Office.

All referenced product names, and other marks, are trademarks of their respective owners.

Canon Financial Services offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. https://www.usa.canon.com/about-us/life-at-canon/benefits-and-compensation

We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Workstyle Description

Hybrid - This position offers a hybrid work schedule requiring you to be in the office Tuesdays and Wednesdays and an option to work from home the remainder of the week (unless a specific business need arises requiring in‑office attendance on other days). Note that work schedules and office reporting requirements may change from time to time based on business needs. Beginning July 2026, our in office days will change to Wednesday and Thursday.