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The Small Business Concierge Account Manager is responsible for the retention of their customer portfolio and growing their annual spend through an expanded product or service-related relationship by providing world-class, in-depth service. They are responsible for managing a customer’s Dun & Bradstreet credit file on their behalf, helping them to achieve their business objectives in relation to their credit file, and identifying other Dun & Bradstreet services and solutions to help grow their business.
Upon evaluation of a customer’s current credit file and obtaining an understanding of their objective, the Small Business Concierge Account Manager establishes a plan of action to be taken on behalf of the customer to maximize opportunities and to improve the accuracy of their risk-related scores and ratings. Additionally, the Small Business Concierge Account Managers will assist in the interpretation of credit reports to help evaluate prospective vendors, customers, or business partners, to help determine whether to do business with a company and what level of credit to extend.
Essential Key Responsibilities
- Relationship management –must successfully establish and grow relationship with multiple contacts with customer’s organization In-depth knowledge of Emerging Business’ Credit-on-Self product suite and Knowledge of other Emerging Business Sales & Marketing, Supplier, or Risk solutions and ability to connect solution to customer pain point.
- In-depth knowledge of Dun & Bradstreet scores, ratings, and risk/supplier-related data elements
- Ability to develop insights into the challenges faced by the customer organization and provide recommendations based on connection points to Dun & Bradstreet data in a non-technical manner.
- Able to complete a needs-based assessment with a customer.
- Ability to coach and consult Concierge customers on the basics of building a credit policy, interpreting a business credit report, guidance on steps to become a government contractor, and advice on how to separate business and personal credit.
- Diligent at documentation to support clear, articulate verbal/written communication to internal and external customers
Education/Experience and Competencies
- 2 years as a D&B employee
- Degree preferred
- Business credit management experience a plus
- Data/information industry experience a plus
- Consulting experience a plus
- Executive presentation experience a plus
- Customer service experience a plus
- High-energy, flexible, and entrepreneurial by nature.
- Team player, passionate and gains satisfaction in helping others, whether internal or external customers
- Proficient in English required; preferred bilingual in Spanish preferred
Benefits We Offer
· Generous paid time off in your first year, increasing with tenure.
· Up to 16 weeks 100% paid parental leave after one year of employment.
· Paid sick time to care for yourself or family members.
· Education assistance and extensive training resources.
· Do Good Program: Paid volunteer days & donation matching.
· Competitive 401k & Employee Stock Purchase Plan with company matching.
· Health & wellness benefits, including discounted Wellhub membership rates.
· Medical, dental & vision insurance for you, spouse/partner & dependents.
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