Client Relationship Manager

Vancouver, BC, Canada

Job Description


About Futurpreneur Canada Futurpreneur Canada has been fuelling the entrepreneurial passions of enterprising young Canadians since 1996. We\xe2\x80\x99re the only national, non-profit organization that provides financing, mentorship and resources to aspiring business owners aged 18-39. More than 16,500 young Canadian entrepreneurs, spanning every province and territory, have successfully launched their business with Futurpreneur\xe2\x80\x99s support. Their main street businesses help drive Canada\xe2\x80\x99s inclusive economic prosperity in communities from coast to coast to coast. Futurpreneur is a founding member of the G20 Young Entrepreneurs\xe2\x80\x99 Alliance, the Canadian member of Youth Business International, and the Canadian host of Global Entrepreneurship Week. Our Purpose (why we exist): To drive inclusive Canadian prosperity by fostering the success of young entrepreneurs. Our Mission (what we do every day to achieve our purpose): To provide early-stage financing, mentorship and other resources to help diverse aspiring entrepreneurs aged 18-39 launch successful businesses that contribute to inclusive and sustainable economic development in their communities and for Canada. Our Values (how we work \xe2\x80\x93 our core principles & commitments): We are mission-driven, collegial & collaborative, diverse & inclusive, and accountable & transparent.
Here\xe2\x80\x99s the opportunity: Client Relationship Manager
As a Client Relationship Manager, you will play an integral role in the continued growth of the organization\xe2\x80\x99s overall success. You will be responsible for assisting young entrepreneurs with creating and developing successful applications for all Futurpreneur programs and services, while maintaining an exceptional level of client satisfaction and ensuring regional targets are met and/or surpassed. This is a permanent, full-time position based in Vancouver BC, or Toronto, ON. The incumbent will be working on our hybrid work model (minimum 2 days in the office).
What you will do: Screening of Entrepreneur Applications

  • Conduct a summary review of the application including business plan and cash flow to determine eligibility for programs and funding
  • Communicate potential issues surrounding the eligibility (including business plan, industry, timing, etc)
  • Conduct analysis of credit report to determine if entrepreneur qualifies for financing from Futurpreneur Canada and/or co-funding partner
  • Determine funding limits, communicate credit issues and refer to credit improvement supports to entrepreneur to improve their financial literacy
Program Application - Consultation with Entrepreneurs
  • Review application including business plan and cash flow to determine business viability and help the entrepreneur update the application to meet the standards of Futurpreneur Canada
  • Evaluate submissions and provide feedback and coaching necessary to build viable business plans and cash-flows that meet Futurpreneur application requirements for the program
  • Compile and evaluate all additional documentation required to submit a complete application to National Adjudication
  • Summarize pertinent information not found in the submission that will affect adjudication reviews
  • Evaluate workflow based on quality and quality of applicants and predict likely disbursement months or dates
Program Application - Consultation with Partners
  • Answer application related questions as needed
  • Review Partner submitted applications to determine viability using Business Risk Predictor and by known Futurpreneur requirements
  • Assist Partner in helping applicants understand what is expected from an application submission, including documents and timelines
  • Provide support to the business development team in training partners on program details and the submission of quality applications
  • Summarize pertinent information not found in the submission that will affect adjudication\xe2\x80\x99s reviews
  • Submit completed application to National Adjudication
Program Application - Conditions
  • Prepare and communicate program acceptance and outstanding conditions necessary for disbursement
  • Ensure that mentor matching requests are sent to the mentoring associate\xe2\x80\x99s team
  • Collect and evaluate required conditional documents
  • Prepare, sign and submit loan agreements, promissory note and other required legal documents
  • Communicate with compliance, applicants and mentors to ensure the loan is disbursed
Program Application - Internal Relations and Compliance
  • Work directly with adjudication, entrepreneur-in-residence and loans teams to ensure entrepreneur applications are within eligibility requirements
  • Consult with business development team on strategies to increase mentor and entrepreneur interest
  • Other duties as assigned

What you will have:
  • Relevant experience may include education with a focus on Business Administration/Finance or equivalent hands-on career experience
  • 2-3 years of experience in a client support/client relation, financial/economic or banking role
  • Bilingual in English and French is an asset
  • Strong customer service experience with a desire to support the customer
  • Expertise in financial analysis
  • Expertise in customer service and desire to assist customers
  • Exemplary skills in achieving organizational goals
  • Proactive approach to conflict resolution
  • Excellent attention to detail
  • Versatility, organization and respect for deadlines
  • Confidence and self-motivation
  • Demonstrated ability to work effectively under pressure in a dynamic environment
  • Alignment with Futurpreneur\xe2\x80\x99s values and commitment to the mission/purpose of the organization
  • Be a role model for Futurpreneur\xe2\x80\x99s organizational culture by creating a positive impact at every touchpoint with people

HOW TO APPLY: Qualified candidates are invited to submit their resume, cover letter and salary expectations by March 13, 2023. What we offer: Futurpreneur offers you the opportunity to work for an organization with a clear and compelling purpose - To drive inclusive Canadian prosperity by fueling the success of young enterprise. Respect, teamwork, diversity and inclusion, transparency, empathy, impact, innovation, high performance, recognition and working hard and having fun are important to us! We offer an attractive compensation package that encompasses a competitive salary, amazing benefits such as, health and dental benefits package plus RRSP contribution matching, health spending account, flex hours and more. Futurpreneur Canada is committed to an inclusive, equitable workplace and encourages applications from all qualified candidates. We embrace the unique perspectives and experiences within our team. Reasonable accommodation is available on request for candidates taking part in the selection process.
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Job Detail

  • Job Id
    JD2120593
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, Canada
  • Education
    Not mentioned