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Job Summary
This role is responsible for establishing and nurturing working relationships with internal partners to meet client expectations, participating in client calls and delivering business initiatives. This role involves executing bank-initiated changes that impact brand partners or cardholders while maintaining internal and external project trackers. Duties include handling the submission and reconciliation of program invoices, with a basic understanding of contracts and bank operating procedures. Ensuring the timely delivery of contract-related reporting, such as SLA reporting, and supporting clients' adherence to bank procedures are key responsibilities. Additionally, the role involves managing the inventory process with a focus on effective expense management for non-campaign-related components. The incumbent in this role will also assist external partners with Salesforce maintenance, ensuring a basic understanding of client servicing procedures.
Essential Job Functions
Develops working relationships with internal partners to support client expectations, with participation in client calls and delivery of business initiatives. - (30%)
Executes bank-initiated changes affecting brand partners or cardholders and maintains internal and external project trackers. - (25%)
Manages submission and reconciliation of program invoices, with a basic understanding of contract and bank operating procedures. Ensures timely delivery of contract-related reporting, such as SLA reporting, and supports the ongoing acknowledgment of bank procedures by clients. - (15%)
Supports the inventory management process, focusing on effective expense management and non-campaign-related components. Responsible for assisting with salesforce maintenance and ensuring basic knowledge of client servicing procedures. - (15%)
Responsible for delivering all portfolio reporting packages, ensuring accurate and timely data delivery. Involves updating and maintaining the brand partner's PartnerPortal access and possessing a foundational understanding of the reporting tools and metrics. - (15%)
Minimum Qualifications
Associate's Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience
2-3 years experience in Account Management, Sales, Finance, Product Management, Project Management, Marketing, or credit card portfolio management.
Preferred Qualifications
Bachelor’s Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience
2+ years experience in a similar role, with management experience in a multi-level organization.
Experience working with portfolio reporting, Salesforce (Partner Portal), invoices, contract-related reporting, and client servicing processes, with strong attention to accuracy and detail.
Skills
Account Management
Relationship Management
Portfolio Operations
Reports To : Director and above
Direct Reports : 0
Work Environment
Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a Bread Financial location. Periodic travel to brand partner offices and events. May require work outside of standard business hours.
Travel
Ability to travel up to 5% quarterly
Physical and Mental Requirements
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.
Communicate/Hearing
Communicate/Talking
Stationary Position/Seated
Typing/Writing
Maintain focus in high pressure or fast-paced work environment
Other Duties
This job description is illustrative of the types…