**Department**: Client Services
**Reports to**: Client Services Manager
**Location**: (On-site / Plaza Girasol Intugo)
**Employment Type**: Full-Time
**About the Role**
C.R. Wannamaker Law is expanding its Client Services team to strengthen our cash flow strategy and provide greater financial flexibility to our clients.
We are seeking a proactive and results-driven **Financing Solutions Specialist** to support clients who are interested in accelerating or restructuring their case payments through structured discount and short-term financing programs.
**What You Will Do**
1. Client Outreach & Education
- Proactively contact eligible clients to present structured payment incentives.
- Clearly explain available options, including:
- 15% discount for upfront full payment.
- 10% discount through a 3-month structured financing plan.
- Address client questions regarding eligibility, terms, and benefits.
- Handle objections professionally and confidently.
2. Enrollment & Execution
- Guide clients through enrollment in discount or financing programs.
- Ensure all required documentation is completed accurately.
- Coordinate internally to update payment records and case statuses.
3. Payment Coordination
- Track upfront payments and installment schedules.
- Collaborate with Billing and Finance to ensure balances are correctly applied.
- Follow up with clients on upcoming payments to maintain compliance.
4. Performance Tracking & Reporting
- Maintain daily and weekly tracking of:
- Participation rates
- Conversion rates
- Total amounts collected
- Average payment timelines
- Provide structured reports to leadership with insights and recommendations.
5. Cross-Functional Collaboration
- Work closely with Collections, Legal, and Client Services teams.
- Participate in regular sync meetings.
- Support payment-related campaigns if required.
6.
Client Experience
- Deliver clear, professional, and empathetic communication.
- Ensure clients understand the financial options available to them.
- Maintain alignment with firm policies while protecting client trust.
**What We're Looking For**
- Strong communication and negotiation skills.
- Confident discussing financial terms and structured payment plans.
- Highly organized with strong follow-up discipline.
- Results-driven and comfortable working with performance metrics.
- Experience with CRM systems (HubSpot preferred).
- Professional, client-focused mindset.
- Ability to collaborate across multiple departments.
- Bilingual (English/Spanish) preferred.
**Preferred Experience**
- Experience in collections, financial services, client retention, or structured payment programs.
- Background in law firms or professional services environments is a plus.
- Experience working with KPI-driven environments.
**Why This Role Matters**
This position directly impacts:
- Client satisfaction
- Revenue acceleration
- Cash flow optimization
- Overall operational efficiency
You will be part of a growing, performance-driven team where measurable results are recognized and rewarded.
If you are organized, persuasive, data-driven, and motivated by measurable impact, we encourage you to apply.
**Benefits**:
- Bonus scheme
- Legal benefits above the law
- Weekly yoga sessions
- English classes
- Access to a psychologist and nutritionist
- Ongoing training, coaching, and support
- A positive, driven, mission-focused team culture
Tipo de puesto: Tiempo completo
Sueldo: $14,****** - $16,****** al mes
Incentivos:
- Caja de ahorro
- Descuento de gimnasio
- Estacionamiento gratuito
- Programa de referidos
- Vacaciones adicionales o permisos con goce de sueldo
- Vales de despensa
Idioma:
- Inglés (Obligatorio)
Lugar de trabajo: Empleo presencial