SKILLS:

• Strong analytical and problem-solving skills with an ability to make sound decisions under pressure.
• Excellent written and verbal communication skills, with a professional and client-focused demeanor.
• High attention to detail and accuracy in data entry and financial processes.
• Proficient in Google Sheets.
• Ability to manage multiple tasks simultaneously and prioritize effectively in a dynamic environment.
• A proactive attitude and ability to work independently as well as part of a team

• Lead Invalidation Management:
• 
  
  
  
• Lead and conduct comprehensive invalidation reviews for CPL clients, ensuring accuracy and adherence to established criteria.

• Review “Concierge” calls to assess lead quality, making informed decisions to approve or deny credit for leads based on predefined guidelines.
• Client Financial Operations:
• 
  
  
  
• Execute FALC Profile Builds for both AMP and CPL clients, ensuring accurate client setup and configuration.

• Manage the collection process for credit card declines for AMP and CPL clients, actively working to resolve outstanding payments.
• Prepare and upload invoices for AMP clients, maintaining meticulous records and ensuring timely billing.
• Proactively update credit card and ACH payment information for clients to prevent service interruptions.
• Client Support & Escalation:
• 
  
  
  
• Reassign cancellation cases to appropriate Account Managers (AMs) to facilitate timely client retention efforts.

• Create detailed cases for Account Managers, specifically for escalations related to denying credit for leads, ensuring clear communication and resolution pathways.
• Serve as a point of contact for operational inquiries from clients regarding lead credit, invoicing, and payment updates.