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Euromoney Institutional Invest
Charlotte, NC, United States
We are looking for an energetic and passionate Client Success Associate who loves to problem solve and has experience developing and maintaining relationships with customers. This person will work closely with our Small, Medium sized customers with the goal of providing outstanding customer experience by owning relationships, delivering proactive s
Job Source: Euromoney Institutional InvestLPL Financial Holdings, Inc.
Fort Mill, SC, United States
Are you a team player? Are you curious to learn? Are you interested in supporting others as they grow their business? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for t
Job Source: LPL Financial Holdings, Inc.Marvin
Charlotte, NC, United States
Customer Success Associate ID 2024-4250 Department Customer Service Position Type Regular Location US-NC-Charlotte Work Location 2020 Starita Road, Charlotte, NC 28206 Job Overview Our Customer Success Associates bring our purpose to life by assisting the Customer Success team in guiding customers through their journey with Marvin Repl
Job Source: MarvinFigure
Charlotte, NC, United States
About Figure Figure is transforming the trillion dollar financial services industry using blockchain technology. In six years, Figure has unveiled a series of fintech firsts using the Provenance blockchain for loan origination, equity management, private fund services, banking and payments sectors - bringing speed, efficiency and savings to both
Job Source: FigureBrightSpring Health Services
Charlotte, NC, United States
Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City and state must be separated by a comma followed by a space (e.g., Houston, TX ) BrightSpring Health Services DIRECTOR, STRATEGIC ACCOUNTS in CHARLOTTE , North Carolina Our Company PharMerica Overview Under the genera
Job Source: BrightSpring Health ServicesK2 Integrity Holdings, Inc.
Charlotte, NC, United States
Responsibilities: Identify and prospect new business opportunities within target market, leveraging networks, referrals, and industry insights to build a robust pipeline of potential clients. Proactively identify opportunities for upselling or cross-selling additional products or services to existing clients. Cultivate and maintain strong
Job Source: K2 Integrity Holdings, Inc.BrightSpring Health Services
Charlotte
Our Company PharMerica Overview Under the general direction of the VP of Client Services, theDirectordelivers on the company’s value proposition to its clients. They lead a team of Sr. Account Manager’s, Account Manager’s and Managers. The Director cultivates and maintains on-going strategic client relationships and partnerships at all levels of th
Job Source: BrightSpring Health ServicesBrightSpring Health Services
Charlotte, NC, United States
DIRECTOR, CLIENT SERVICES Job Locations US-FL-FORT LAUDERDALE | US-NC-CHARLOTTE | US-VA-RICHMOND | US-MA-BOSTON | US-RI-PROVIDENCE ID 2024-144912 Line of Business PharMerica Position Type Full-Time Pay Min USD $110,000.00/Yr. Pay Max USD $120,000.00/Yr. Our Company PharMerica Overview Under the general direction of the VP of Client
Job Source: BrightSpring Health ServicesCharlotte, NC, United States
Training The Street (TTS) is the world’s leading financial learning services company offering targeted and customized training courses to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial modeling skills that experienced professionals use at work in a way that is immediately applicable.
The Client Success team is responsible for working with our existing customers to create and deliver training programs, both in-person and virtual. The primary role will be to engage with learning and development teams, HR and recruiting specialists, and finance professionals at the most reputable corporate and academic institutions around the country, in order to develop a positive customer experience, foster relationships and sell TTS services. The role also entails managing a team of Client Success Associates and providing guidance on key relationship management issues. The Associate Director will frequently be working closely with TTS’s leadership team to achieve client objectives. They will also work closely with other TTS team members, acting as a liaison between clients and the TTS team to ensure smooth program delivery.
Individuals with exceptional interpersonal skills, organizational and project management skills, and a commitment to the success of the team will excel in this position.
TTS is an equal opportunity employer. We are committed to providing a safe and inclusive environment and are proud to acknowledge that our differences make up the core of our strength. We expect all members of our team to embrace this commitment as it directly aligns with our values.
Responsibilities:
· Coordination of execution across large global programs
· Build relationships with learning and development teams, HR/recruiting specialists, and financial professionals within existing TTS clients to enable sales
· Proactively reach out to clients to market TTS services and products
· Assist with the execution of contracts and proposals for clients
· Client onboarding processes for new account wins
· Strategic pricing discussions
· Develop and sustain a client reach out plan to maintain relationships and bookings with clients. Work closely with senior team members to serve clients training needs
· Provide oversight to optimize internal systems (Salesforce & Microsoft products) for client management and follow up
· Develop an understanding of TTS services in order to assist customers with questions
· Work closely with TTS team (instructors, eLearning, Accounting, Admin) on client delivery needs
· 3-5 years of prior client services experience ideally in the Banking or the Financial Services Industry.
· Excellent communication, organizational and time management skills
· Ability to solve problems creatively, have a professional and courteous manner
· Fluency with Microsoft Office (Excel, Word, PowerPoint and Outlook) and Adobe
· Ability to write professional client correspondence. Possess exceptional communication and relationship-building skills (with both internal and external stakeholders)
· Paid Time Off · Health, Life Insurance, Income Protection and Employee Assistance Program
· Able to work remotely
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Email Alert for Associate Director- Client Success jobs in Charlotte, NC, United States
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