Water.org logo
Water.org

Safe water and sanitation for all

Head of Financial Institutions Services Portfolio

Client Services RepresentativeClient ServicesContractRemoteLeadTeam 201-500Since 2009H1B No SponsorCompany SiteLinkedIn

Location

Central Asia + 1 moreAll locations: Central Asia | Southern Asia

Posted

4 days ago

Salary

0

Seniority

Lead

No structured requirement data.

Job Description

Head of Financial Institutions Services Portfolio

Water.org

Role Description The Portfolio Lead is responsible for managing a complex, high-impact portfolio across Central & South Asia, serving as a strategic leader to drive growth, performance, and expansion within the region. This role will assess and prioritize demand aligned with organizational goals, while ensuring strong portfolio health and execution discipline. The Portfolio Lead will act as a key stakeholder in planning and reporting processes, while also serving as the first point of escalation to remove delivery barriers. This individual will lead and develop high-performing teams, set account and partner strategies, and ensure each engagement is positioned for long-term success. What you'll do - Strategic Account Planning & Portfolio Management - Lead portfolio planning and execution, ensuring delivery against financial targets, performance objectives, and key milestones. - Oversee the full partner account lifecycle, ensuring adoption of global frameworks, tools, and best practices across: - Partnership design - Solution development - Field monitoring and reporting - Monitor and drive portfolio health, identifying risks and opportunities across markets. - Business Development & Partner Engagement - Build and maintain strong relationships with senior decision-makers across partner institutions. - Drive sustainable growth across new and existing accounts in the region. - Identify and develop partnerships with: - Banks and microfinance institutions (MFIs) - MSME / SME-focused financial institutions - Organizations expanding access to finance, including water and sanitation solutions - Expand regional footprint by identifying new market opportunities and partnership models. - Business Metrics & Reporting - Deliver timely, accurate reporting on portfolio performance, including: - Financial performance and growth metrics - Impact delivery progress - Funding utilization and forecasts - Provide insights to senior stakeholders to inform strategy and decision-making. - Talent Management & Leadership - Lead, coach, and develop a high-performing team across multiple markets. - Align team priorities to strategic goals and ensure accountability for results. - Foster collaboration across cross-functional teams to drive cohesive execution. Qualifications - 10+ years of progressive experience in: - Banking, microfinance (MFI), or financial services - Credit, lending, or portfolio management (SME / MSME focus strongly preferred) - Proven experience in: - Business development and account growth - Managing complex financial portfolios - Partnering with banks, MFIs, or financial institutions - Regional experience across multiple markets (Central & South Asia strongly preferred) - Strong understanding of: - MSME/SME lending and credit environments - Risk and portfolio management frameworks - Fluency in both English and Russian, with the ability to effectively communicate verbally and in writing in a professional environment. - Experience engaging with senior stakeholders and navigating relationship-driven environments. Benefits - This position offers country-specific benefits and market-based, competitive salary. - Periodic review for merit and incentive pay based on organizational and personal achievement. Company Description Water.org is an equal opportunity employer and is committed to providing an inclusive environment. We do not discriminate on the basis of race, color, religion, gender, gender expression, gender identity, age, national origin, ancestry, disability, marital status, sexual orientation, pregnancy status, military and veteran status, genetic information, and any other status protected by law. We provide qualified applicants and employees reasonable accommodation, when necessary, to enable individuals to complete the application process and/or perform the essential functions of the job. We believe social change happens when people with a wide range of backgrounds, experiences, and identities come together with a common purpose. We strive to build and maintain a diverse team that will advance our mission and work and encourage candidates from all backgrounds to apply.

Related Job Pages

More Client Services Representative Jobs

Full TimeRemoteTeam 51-200Since 1987H1B No Sponsor

• Troubleshoot and resolve managed services break/fix support issues at the senior level within the given SLA’s, helping clients to minimize their business disruptions. • Review inbound cases • Actively follow-up on and track updates on work from clients and internally • Ensure progression of activities and communicate status • Escalate issues as needed • Understand requirements for enhancement requests, author FDD documents and document requirements and Dynamics solution in Azure Dev Ops (ADO)/Client Care ticketing system • Provide solution training to clients and internal team members • Maintain comprehensive documentation of support cases, resolutions, customizations, facilitating knowledge sharing within the team and with client. • Ensure all cases are updated and status communicated • Coordinate with other internal teams to maintain broad view of overall customer efforts and initiatives • Lead client Status calls weekly to share updates and align on priority • Assist in project delivery work as required • Manage clients' implementations and environments, including • Routine Microsoft one-version update coordination • Code deployment oversight • Responsible for delivering specific dedicated internal strategic initiatives – including process design, documentation, resource planning, sales activities, and status reporting • Complete quarterly Client Care initiatives • Keep up to date with the latest D365 F&SC updates, patches, and emerging features, and make recommendations for system improvements and enhancements to clients • Mentor associate team members • Should be open to work in different shifts (time zones) as needed

Canada
$90K - $145K / year
Remote Recruitment logo

Client Service Manager

Remote Recruitment

Remote Recruitment operates as a full-service employment agency providing recruitment/staffing for UK based companies

Full TimeRemoteTeam 11-50H1B No Sponsor

• Manage and nurture relationships with existing clients, ensuring a consistently high level of service. • Take full ownership of client enquiries and issues, seeing them through to resolution. • Communicate professionally with UK-based clients via phone and email. • Proactively identify potential issues and resolve them before they escalate. • Build strong client relationships through active listening and thoughtful questioning. • Liaise with internal teams to ensure smooth order processing and fulfilment. • Maintain accurate records of client interactions and follow-up actions. • Continuously identify opportunities to improve the client experience and internal processes. • Act as a trusted point of contact for clients, providing timely updates and solutions.

South Africa
AO Nation logo

Virtual Client Advisor

AO Nation

At AO Globe Life, our mission is simple: to protect families and change lives. Every day, our team shows up with purpose — meeting real people at some of the most important moments in their lives and making sure they have the protection they need. We believe that financial security should not be a privilege, it should be a right. Since 1951, we have been standing beside working families across North America, and as a subsidiary of Globe Life Inc. (NYSE: GL) — a Fortune 500, A+ rated company — we have the strength and stability to back that commitment for generations to come. When you join AO Globe Life, you are not just starting a job. You are joining a movement of people who believe their work matters.

Role Description We are currently selectively hiring individuals who are serious about building a career in Client Advisory and Remote Sales. If you are self-motivated, professional, and value structure, coaching, and performance, this may be a strong fit. - WORK FROM HOME!!!! - Do you enjoy talking to people/build client relationships? - Do you want a team style atmosphere to work in? - Do you want to be able to work at home & stay safe? - Then WE HAVE THE JOB FOR YOU!!!!! - ONLINE INTERVIEWS THIS WEEK! We are unionized with UNIFOR 247 membership. We offer full benefits, retirement package, full training, flexibility in hours, as well as above average weekly and residual income. We will provide training! Compensation: - Above average weekly income ($65-$85K + in first year) - Bonuses - Residual Income - Exceptional commission rates - Trip Incentives Qualifications - Friendly, outgoing and professional - Strong communication skills - Computer skills - Speak fluent English - Team-oriented mentality inspired to reach and exceed goals Requirements - You must be legally eligible to work in Canada and live in BC, AB, SK, MB, ON, NL in Canada Benefits - Full benefits - Retirement package - Full training - Flexibility in hours - Above average weekly and residual income Company Description Our approach is what has led us to be ranked as a top workplace, top office culture, and put on the Forbes list as the 24th happiest company to work for. - Publicly we: - Defend Workers’ Rights - Advocate for Financial Reform - Support Health Care Reform - Champion for a Fair Economy - Privately we: - Visit, meet, and help thousands of families a year - Offer affordable, permanent, portable Financial Services We are one big, passionate family. We live on the edge of the customer experience business. Great people make that great experience possible. We are dedicated to helping individuals, groups, and organizations meet their needs. What we are currently being faced with is such rapid growth in our company over the past couple of months, that the Executive Team has decided to expand our team. We understand that is a great problem to have, but we need to bring more team members on board to help our operation in this expansion and to service our clients properly.

Canada
$60K - $95K / year
Open Text Software GmbH logo

Senior Client Manager - Professional Services Sales

Open Text Software GmbH

OpenText ist der weltweit führende Anbieter softwarebasierter Lösungen für Enterprise Information Management (EIM) und bietet ein umfangreiches Portfolio an Produkten, Dienstleistungen und Cloud Services für das intelligente und vernetzte Unternehmen. Über 120.000 Kunden weltweit Fokus auf Künstliche Intelligenz zur Unterstützung von Innovationen Engagement für ein integratives Arbeitsumfeld

Full TimeRemoteTeam 10,001

Role Description Als Senior Client Manager (w/m/d) für unsere Kunden in Deutschland sind Sie für alle Aspekte im Zusammenhang mit Professional Services verantwortlich: Sie arbeiten direkt mit dem Kunden zusammen und verkaufen und entwickeln Lösungen auf der Basis von OpenText Produkten. In enger Zusammenarbeit mit dem OpenText Account Executive entwickeln Sie die digitale Strategie für Informationsmanagement für Ihre Kunden. - Aufbau von professionellen und vertrauensvollen Kundenbeziehungen - Entwicklung und Steuerung der Service-Sales-Pipeline zur Erreichung Ihrer Vertriebsziele - Analyse komplexer Kundenanforderungen und Identifizierung von neuen Verkaufschancen - Erstellung und Kalkulation anspruchsvoller, technischer Angebote in enger Zusammenarbeit mit Delivery-Teams - Abstimmung von Aufwandsschätzungen und Vertragsinhalten mit internen Stakeholdern - Verantwortung für den gesamten Angebotsprozess – von der Konzeption über Präsentation bis zur Verhandlung - Mitarbeit bei Ausschreibungen (RFP/RFI) für komplexe Projekte - Begleitung der Kunden nach Vertragsabschluss, um eine hohe Qualität der Umsetzung und Kundenzufriedenheit sicherzustellen Qualifications - Mehrjährige Erfahrung im Enterprise Software Sales, idealerweise im Bereich Professional Services - Nachweisbare Erfolge im Verkauf komplexer, erklärungsbedürftiger Services und Lösungen - Erfahrung in der Entwicklung von technischen Angeboten in Zusammenarbeit mit Delivery- oder Projektteams - Ausgeprägte Kundenorientierung, Service-Mindset und starke Kommunikationsfähigkeiten - Fähigkeit, auch in komplexen Stakeholder-Strukturen sicher zu agieren und zu verhandeln - Bereitschaft zu gelegentlichen Reisen für Kunden- und interne Termine - Sehr gute Deutsch- und Englischkenntnisse in Wort und Schrift Company Description

Germany