Strategic Client Services Representative II

Canon Financial Services; Burlington (NJ); Hybrid; USD 30,000 - 44,000; Full time

Job summary

Canon Financial Services in Burlington, NJ seeks a Strategic Client Services Representative II to own a portfolio of strategic clients, including government entities and large corporations. The role requires delivering top-tier service, resolving complex issues, and coordinating with internal partners.

The position is full-time with a hybrid schedule (in-office Tue/Wed, rest of week can work from home) and periodic travel.

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, esp. Excel and Word.

Responsibilities

• Serves as the primary point of contact for a portfolio of strategic clients, including large global corporations and government entities.
• Responds to customer inquiries to provide best in class service while managing aging receivables.
• Conducts large scale reconciliation and cash application analyses.
• Identifies root causes and develops action plans for complex client issues.
• Develops reports to visualize portfolio performance and individual client activity.

Skills

Communication

Customer service

Excel

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent experience preferred

Tools

Salesforce

Odessa LeaseWave

Unified Desktop

Job description

Strategic Client Services Representative II

Location: US-NJ-Burlington

Company: Canon Financial Services

Requisition ID: 34855

Category: Customer Service/Support

Position Type: Full-Time

Workstyle: Hybrid

About the Role

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.

If you are not reviewing this job posting on our Careers' site https://www.usa.canon.com/internet/portal/us/home/about/careers, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at https://www.usa.canon.com/internet/portal/us/home/about/careers

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.