The Associate Vice President (AVP) of Client Success provides strategic leadership to regional success teams, driving operational excellence, client satisfaction, and organizational efficiency across a nationwide footprint. This role oversees managers and high impact service functions, manages relationships with key clients, and acts as a strategic partner in optimizing processes, strengthening compliance, and enhancing cross departmental collaboration.
Essential Duties and Responsibilities
- Provide leadership and oversight for all team members within the assigned region, including performance management, KPI monitoring, coaching, and ongoing training and development.
- Collaborate with executive leadership to design, implement, and refine organizational processes, procedures, and strategic initiatives that enhance service operations.
- Manage and cultivate strong relationships with regional clients, acting as a trusted escalation contact and ensuring successful, long-term partnerships.
- Oversee client health and retention efforts, including monitoring weekly trends, consulting on products and services, and ensuring proactive client maintenance.
- Provide leadership to managers, ensuring consistent operational performance and alignment with organizational goals across the nationwide service structure.
- Develop and implement strategies and policies that support operational efficiency, scalability, and service excellence.
- Train, coach, and communicate effectively with departmental employees, ensuring clarity, alignment, and continuous development across the team.
- Collaborate cross functionally with departmental leaders, mentors, and new clients, contributing to the growth and development of managers and the overall service infrastructure.
- Lead renewal forecasting and pipeline management, ensuring accuracy and visibility into renewal timing, risk, and expansion opportunities.
- Ensure Client Success team proactively monitor usage, feature adoption, and engagement trends to identify growth and risk signals.
Marginal Functions
- Build, maintain and promote relationships with team members, peers across disciplines, and all other company team members ensuring effective coordination of communications and services affecting clients.
- Assist in organizing and maintaining shared team resources, such as checklists, templates, and reference materials.
- Attend webinars and training to stay up to date on best practices related to the company and department.
- Complete projects and other duties as assigned by supervisor.
Knowledge, Skills, and Abilities
- Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and build positive working relationships.
- Strong time‑management skills, with the ability to prioritize effectively in a fast‑paced environment.
- Strong ability to collaborate effectively with internal departments to support seamless operations and workflow coordination.
- Strong work ethic and commitment to teamwork, contributing positively to a collaborative and supportive work environment.
- Sound decision making abilities, including evaluating complex information and determining appropriate actions.
- Demonstrated ability to maintain strict confidentiality and handle sensitive information with professionalism and discretion.
- Proven leadership skills, including the ability to train, mentor, and develop high‑performing teams.
- High level of professionalism, reliability, and enthusiasm, contributing to a positive workplace culture.