Client Manager

Client Manager (FinTech / Financial Consulting)

We are a stable company in the financial consulting market. We specialize in optimizing financial flows and providing services for businesses in the B2B segment. We value clear processes, transparent motivation, and a professional approach to the client. Due to the expansion of our services, we are looking for a specialist who can conduct chat dialogues, manage orders, and see transactions through to payment.

• Working with client needs — identifying business requests and tasks, selecting suitable services, and agreeing on order terms;
• Negotiations and counterparty assessment — conducting business correspondence and dialogue with the client, assessing counterparty reliability (payment history, reputation) before concluding a deal;
• Deal processing — accepting and processing orders, preparing and checking documents, accompanying the deal until signing;
• Database management — timely entering and updating client data in CRM, maintaining the accuracy of client profiles and interaction history;
• Payment control — tracking incoming payments for concluded deals, identifying and promptly addressing discrepancies;
• Interaction with cashiers — sending requests for invoice generation and monitoring their execution;
• Reporting — preparing regular reports on sales and the quality of customer service

• Experience working with clients in chats — confident text-based dialogue, prompt and accurate responses;
• Experience in service sales — understanding the deal cycle from request to payment;
• Skill in escalating issues — ability to recognize the limits of one's competence and transfer tasks to the appropriate level in a timely manner;
• Proficient spoken and written language — clear, precise, and polite formulations without loss of meaning

• Income: base salary of 70,000 ₽ + bonus of 45,000 ₽ based on KPI (conversion, revenue, quality of customer service);
• Probationary period: 1 month — only the base salary is paid;
• Full training in the first month, after which we expect independence, confident communication, and product knowledge;
• Work format: fully remote, schedule Monday-Friday from 9:00 AM to 6:00 PM Moscow time