*Duties:*
- Develop and execute strategies to enhance customer relationship management and ensure high levels of customer satisfaction.
- Oversee the account management process, including onboarding new clients, maintaining client relationships, and identifying opportunities for upselling and cross-selling.
- Collaborate with the sales team to identify market trends and develop strategies to drive business growth.
- Analyze client data and market trends to identify areas for improvement and implement solutions to enhance client services.
- Lead a team of client service representatives, providing guidance, support, and training as needed.
- Ensure compliance with industry regulations and company policies.
*Qualifications:*
- Bachelor's degree in a related field (e.
g.
, business, marketing) or equivalent work experience.
- Proven experience in client services or account management, preferably in the financial services industry.
- Strong knowledge of NetSuite.
- Excellent communication skills, both written and verbal, with the ability to effectively communicate with clients and internal stakeholders.
- Ability to analyze data and market trends to make informed decisions and develop effective strategies.
- Strong leadership skills with the ability to motivate and inspire a team.
- Exceptional customer service skills with a focus on building strong client relationships.
Note: This job description is not intended to be all-inclusive.
The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Job Type: Full-time
Pay: $55,871.
00 - $62,377.
00 per year
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
Compensation package:
* Bonus opportunities
* Stock options
Schedule:
* Monday to Friday
People with a criminal record are encouraged to apply
Ability to Relocate:
* Racine, WI 53403: Relocate before starting work (Required)
Work Location: In person
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