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 alig