Customer Financial Services Lead

About the Role

Implements ICONIX’s credit and collection policies for designated Canadian and US customer accounts by monitoring and maintaining accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits.

Provides training and coaching to the Customer Financial Services Team assisting with general inquiries, account escalation approach, resolution of claims and discrepancies, deposit and cash application process.

Supports the US business with working knowledge of the pre-lien and lien release process and provides training and coverage to the team as required.

Investigates new Credit Applications, Project Reports, Contracts, and PO Terms for Pre-qualification, up to a pre-approved limit of authority, providing feedback as required.

Interacts and collaborates with various internal sales/operations staff and management, as well as external industry contacts during credit assessment, accelerated collection process, and sales order releases to credit hold / overdue customers; implements agreed changes and actions.

Keeps abreast of industry updates/changes, identifies opportunities for process improvement, provides feedback and suggested actions to the Customer Financial Services team and Management.

Attends Industry Group Meetings for Canada and the US representing ICONIX in a professional manner and acquiring pertinent details regarding customer account concerns, industry themes and challenges.

Identifies and reports IT-related concerns to the support team and follows through on testing or project management until the integration is complete.

Utilizes AR automation tools and ERP systems to streamline workflows and increase employee capacity.

Liaises with internal and external technology partners to ensure efficient use of equipment, resources and manages user set up.

Here’s a Snapshot of How You’ll Contribute to Our Team

Strong organizational, interpersonal, multitasking, analytical, prioritizing, leadership, coaching and mentoring skills.

Strong and diplomatic negotiation skills with the ability to make sound and courageous decisions.

Effective and professional communication skills both oral and written and proficient in Microsoft Office.

Demonstrates a very high standard of customer service both internally and externally.

Active listener and curious mind-set, working collaboratively toward a mutually beneficial solution.

Adaptable and willing to learn and take on new tasks.

Emotional awareness and self-regulation during moments of tension or conflict.

Who We’re Looking For

Certified Credit Professional Designation with the Credit Institute of Canada or general business degree is preferred.

Supervisory experience would be an asset.

Knowledge of the Canadian and US construction industry and builder’s lien process is required.

Why Choose ICONIX? This is a place where you will be empowered to do your best work.

We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we’ve got our employees covered.

Base Pay: $75,000 Yr. - $81,000 Yr. Exact compensation may vary based on skills, experience, and location.

Market Competitive Compensation: We reward high-performance, team work, collaboration, and a continuous improvement mindset.

Employee Incentive (Bonus) Plan: Our success is built on your success. We recognize employees for outstanding performance and the unique value they bring beyond the day-to-day, through our annual bonus program.

Retirement Savings Program: ICONIX will match your contribution dollar-for-dollar to a maximum percentage that is based on your length of service with the company.

Comprehensive Health and Wellness Benefits: Choose from flexible healthcare coverage designed to support all ages and stages of life.

Employee Referral Program: Help us continue to grow our team. If your referral proves to be a successful hire, you receive a bonus.

Learning and Development: Reach your full potential and career aspirations with training and development opportunities.

Employee Discount Programs: Take advantage of discount programs offered by our corporate partners for items such as computers, mobile phone services, and more.

Other perks include: Generous vacation/paid time-off allowance, career advancement opportunities, flexible work arrangements, paid time-off to volunteer, work boot reimbursement, education assistance, stability of a three-generation Canadian-owned family business, family work atmosphere.

*For eligible employees.

ICONIX is committed to creating accessible environments for our applicants and employees. If you require accommodation or special assistance at any stage of the application process and employment, please contact us at careers@iconixww.com with your request. Your information will be treated as confidential.

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