About the job VP Client Management
JOB TITLE:
Vice President, Client Management Operations
LOCATION:
TBD
POSITION OVERVIEW:
Our client, a high-growth supply chain and working capital platform, is seeking a passionate and driven Vice President of Client Management Operations. This role will play a critical part in supporting the structure and success of a scalable working capital financing business, with a particular focus on Accounts Receivable Discounting (AR) and Supply Chain Finance (SCF) programs. Working alongside senior leadership, the individual will serve as a key liaison between internal stakeholders, third-party providers, and existing clientsdriving program performance, reporting integrity, and client satisfaction.
The ideal candidate is a team-oriented self-starter who can operate with urgency and accuracy, navigate a dynamic environment, and communicate effectively across all levels.
PRIMARY RESPONSIBILITIES:
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Serve as the primary point of contact for all Client Management Operations activities supporting our clients existing client base.
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Partner with origination, legal, credit, and finance teams to support program deployment, changes, enhancements, and contract execution.
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Build and maintain scalable internal reporting solutions to monitor compliance with contractual terms and ensure program integrity.
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Support proactive relationship management by anticipating client needs and strengthening long-term partnerships.
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Participate in the origination and onboarding of complex enterprise clients to enable seamless implementation of working capital solutions.
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Collaborate with operational partners to ensure programs are running as intended and align with all documented terms.
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Maintain communication and transparency across key stakeholders, delivering updates, insights, and issue resolution as needed.
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Leverage internal technology platforms to enhance reporting, tracking, and issue resolution.
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Conduct KYC and due diligence on client portfolios as part of ongoing compliance and onboarding processes.
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Take on ad-hoc projects and assignments to support the evolving needs of the business during its growth phase.
QUALIFICATIONS & EXPERIENCE:
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Bachelors degree in Finance, Economics, Business Management, or a related quantitative field.
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Minimum of 5 years of relevant experience in client support or operations within a trade finance, banking, or financial technology firm, preferably serving large corporate clients.
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Strong understanding of supply chain finance, working capital solutions, and large-scale B2B financial structures.
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Demonstrated ability to manage multiple stakeholders across internal and external parties, including consultants and service providers.
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Proven project management skills and experience deploying client solutions within large, complex organizations.
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Advanced proficiency in Microsoft Excel and Word; experience with CRM or reporting tools is a plus.
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Ability to work independently, solve problems with initiative, and escalate issues appropriately when needed.
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Highly organized with strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
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Strong interpersonal, communication, and analytical skills.
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High ethical standards and a forward-thinking, solutions-oriented mindset.
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Comfortable learning and adapting to new technologies and workflows in a dynamic environment.
FLORES FINANCIAL SERVICES, INC. Executive Search Consultants 1703 Miller Court Lake Geneva, WI 53147
Telephone (262) 949-2794 Email: bob@rflores.com https://www.linkedin.com/in/floresfinancialservices/