Director, Credit Services

Join Our Team

We’re looking for a motivated, relationship-driven professional to join us as a Director, Credit Services. In this impactful role, you will lead and support credit groups, helping members maximize the value of their participation through exceptional service, strong facilitation, and innovative solutions.

If you thrive in a collaborative environment, enjoy building relationships, and are passionate about delivering value to customers, this could be the perfect next step in your career.

This is either an onsite based role or a remote role. You must live in one of the listed states to be eligible: AZ , AL, AR, KA, MD, OK, WA, WV, WS, FL, GA, IL, LA, MA, MN, NE, NH, NB, NY, NJ, NC, OH, PA, RI, SC, TN, TX, VA,VT.

What You’ll Do

Leadership & Group Management

• Plan, schedule, and facilitate engaging group and committee meetings
• Develop agendas, manage budgets, and coordinate meeting logistics including speakers, sponsors, and venue arrangements
• Serve as a trusted advisor to credit groups—guiding their growth, health, and long-term success
• Capture and share meeting outcomes, ensuring alignment and follow-through
• Manage group treasuries and financial records

Growth & Member Engagement

• Identify and develop new member prospects and guide them through the onboarding process
• Promote meetings and events to increase attendance and engagement
• Build strong relationships and deliver outstanding customer service
• Support members in maintaining accounts in good standing and re-engage at-risk participants
• Negotiate membership fees and pricing options when appropriate

Strategic & Operational Support

• Identify opportunities to enhance group processes, committees, and bylaws
• Research industry trends, products, and markets to increase member value
• Partner with internal teams to identify opportunities for additional services
• Maintain records and oversee preparation for meetings and conferences
• Contribute to cross-functional projects and continuous improvement initiatives

Why This Role?

This is a unique opportunity to take ownership of high-visibility groups, build meaningful relationships, and directly contribute to member success and business growth. You’ll have autonomy, variety in your day-to-day work, and the chance to make a lasting impact.

What You Bring

• Strong interpersonal and relationship-building skills
• Exceptional customer service mindset
• Excellent verbal and written communication skills
• Ability to influence, negotiate, and grow relationships (cross-sell/upsell experience a plus)
• Strong organizational, time management, and prioritization skills
• Experience with event planning and coordination
• Proficiency in Microsoft Office and CRM tools
• Comfort working independently and managing multiple priorities

Who we are:   

Cadex Solutions Corporation is a holding company formed by Trivest Partners LP to build the premier provider of global commercial order-to-cash management solutions. With a history spanning nearly 100 years, Cadex is uniquely positioned with in-depth experience that builds relationships alongside results. Our team of industry experts brings innovation and data insight, improves your processes with hands-on help, and provides custom solutions based on specific needs. Cadex has approximately 900 employees serving over 1,000 clients across all industries from locations across the globe, with our larger operations in the United States, Colombia, Romania, and India.  

Since 2019, Cadex has been putting together a strong portfolio of ARM companies, including  

• A.G. Adjustments, formed in 1974 and headquartered in Melville, NY  

• D&S Global Solutions, formed in 1997 and fully remote  

• ABC-Amega, formed in 1929 and headquartered in Buffalo, NY  

• TranSubro, formed in 2012 and headquartered in Oceanside, NY  

• DAL, Inc., formed in 1974 and headquartered in Clifton Heights, PA  

• Receivables Control Corporation (RCC), formed in 1970 and headquartered in Maple Grove, MN  

• Insurance Recovery Group (IRG), formed in 1997 and headquartered in Framingham,MA  

PRIMARY JOB DUTIES

1. Plan, schedule and facilitate committee/group meetings for assigned groups; prepare budgets and agendas, work with the Event Coordinator to obtain and manage speakers and sponsors, interface with hotel staff on all arrangements, including rooms, AV, banquet event orders, etc.
2. Lead and advise groups to guide and teach them and to ensure each group continues to develop, grow and remain healthy; take minutes at meetings and disseminate back to group
3. Maintain group treasuries
4. Work to obtain new prospects and move those prospects forward to becoming group members

SECONDARY JOB DUTIES

• Market meetings and events to enhance attendance
• Research additional industry products and markets that can enhance the value of membership
• Work to solve problems with the aim of reactivating members accounts and helping members to maintain accounts in good standing
• Negotiate membership fees and pricing of reports for “at risk” members
• Identify additional processes, committees to ensure each group runs smoothly
• Identify any bylaw changes which would benefit each group’s membership as a whole
• Travel to group meetings, conferences and events
• Maintain records and supervise the preparation of materials for upcoming conferences
• Identify prospects for other Cadex services and communicate to VP Business Development
• Participate in learning and development opportunities when available and as appropriate
• Continuously seek opportunities for process improvement and propose ideas
• Foster effective communication and collaboration between countries and cultures within all regions
• Assist in credit services project work as required
• Act as backup to other members of the credit services department
• Maintain a high level of professionalism and confidentiality with all information entrusted with

OTHER JOB DUTIES

This position will perform other duties as requested. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without advanced notice.

SUPERVISORY RESPONSIBILITY

None

WORK HOURS

It is essential that this position adhere to the assigned work schedule. This is a full-time position: Monday through Friday, typically between the hours of 6:00am to 6:00pm EST/EDT, subject to change with advanced notice. Specific schedules will be assigned on an individual basis by the manager/supervisor of the position. This position may be required to work off-hours to accommodate time zones.

TRAVEL

30% of travel is required for this position

FLUENCY

This position requires fluency in the English language.

ADDITIONAL ELIGIBILITY REQUIREMENTS/RESPONSIBILITIES/QUALIFICATIONS

None required for this position

WORK ENVIRONMENT

This job operates either in an office setting or a remote work environment. This role may routinely use standard office equipment such as computers, headsets, telephones, photocopiers/printers, and related. The noise level in the office setting is limited to quiet and the work environment noise level will vary based on the individual’s remote work environment.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to talk and hear and work with others through verbal and written contact. This is a largely sedentary role; however, the employee is occasionally required to stand, walk, use hands, and reach with hands and arms. Specific vision abilities required by this job include general seeing and close vision. Repetitive motion is frequently required through typing and computer mouse usage. Mental requirements include simple and complex reading, simple and complex writing, memorization, analyzation, perception/comprehension, decision making, planning, independent action, and planning.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed above are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

EEO STATEMENT

Cadex provides equal employment opportunities to all employees without regard to race, color, creed, religion, sex, age, national origin, disability, marital status, familial status, predisposing genetic characteristics, domestic violence victim status, gender identity or expression, pregnancy, sexual orientation or military status.

COMPETENCIES

• Strong interpersonal skills with the ability to build rapport and strong relationships
• Advanced customer service skills
• Excellent verbal and written communication skills
• Ability to cross sell and upsell
• Networking and relationship management
• Event planning skills
• Proficient in MS Office and CRM tools
• Strong time management and prioritization skills
• Basic mathematical skills

REQUIRED EDUCATION AND EXPERIENCE

Associate’s Degree and 4+ years’ experience in a related or transferable role, or equivalent combination of education and experience

FLUENCY

This position requires fluency in the English language.

ADDITIONAL ELIGIBILITY REQUIREMENTS/RESPONSIBILITIES/QUALIFICATIONS

None required for this position