280 - Client Success - Client Partner

Connecticut OnLine Computer Center COCC; Southington (CT); Hybrid; USD 84,000 - 95,000; Full time

Benefits offered by this job

Hybrid schedule

Paid time off

Customized training and onboarding

Employee development programs

Vendor training resources (SANS, Plura

Tuition Reimbursement

Career coaching

DEIB initiatives

Financial planning assistance

Peer recognition

Job summary

COCC is seeking a Client Partner to act as the primary liaison between COCC and its clients for strategic initiatives, new products, and escalation of issues.

The role focuses on understanding client goals, communicating their voice to COCC management, and driving collaboration across departments to ensure client satisfaction. Attendance at meetings, ongoing client support, and project oversight are key responsibilities. Local candidates in Southington, CT are preferred.

Qualifications

• Bachelor's degree preferred or equivalent work experience/certifications.
• Ten+ years in banking/financial services.
• Strategic knowledge of COCC products/services.
• Strong communication and attention to detail.

Responsibilities

• Prepare, attend, and follow up on client meetings.
• Discuss COCC direction, industry trends, strategy and client relationships.
• Discuss COCC product offerings applicable to the client.
• Manage overall client relationship and provide ongoing support.
• Act as escalation point for issues and coordinate with internal teams for resolution.
• Provide system support leveraging training knowledge.
• Provide management updates to client and COCC.
• Oversee projects for clients as requested.
• Attend COCC user meetings and committees.

Skills

Banking/Financial services experience

Strategic communication

Client relationship management

Fast-paced environment

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

What we need…

COCC is currently seeking a Client Partner to serve as a liaison between COCC and its clients. The Client Partner will be the primary contact for the client on all strategic initiatives, new products and services, development requests, project guidance, and escalation of issues. The ideal candidate will provide value to COCC by ensuring the client’s needs are being met. This person will also be tasked with communicating the client’s voice appropriately, understanding their strategic goals, driving and facilitating interaction between the client and COCC management and departments, and expanding the client relationship with COCC.

What’s in it for you…

COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award-winning employer, including:

• Hybrid schedules and ample paid time off allowing you work/life balance and flexibility


• Customized training and onboarding to support you in your first year at COCC


• Robust employee development programs aligned with career pathing objectives


• Cutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggets


• Generous PTO offerings, benefits and competitive compensation


• On-site fitness centers, wellness incentives, and lifestyle spending accounts


• Tuition Reimbursement


• One-on-one career coaching


• DEIB initiatives championing inclusion and encouraging you to bring your whole self to work


• Financial planning assistance with certified professionals


• Peer recognition programs

What you’ll do…

• Prepare, attend, and follow up on client meetings


• Discuss Financial Institution/COCC direction, industry trends, strategy and client relationship


• Discuss COCC’s current/prospective product offerings that apply to the Financial Institution


• Responsible for the overall relationship/management of the client; provide client support on an ongoing basis


• Provide point of escalation for issues and work with internal departments and management for resolution


• Provide system support as appropriate utilizing system knowledge gained through training


• Provide Management updates to Financial Institution and COCC


• Provide Project Management and oversight of projects to clients as requested


• Attend and participate in Committee meetings, COCC User Meetings, etc.

What you’ll bring…

• Bachelor’s degree is preferred for this role but will consider appropriate work experience and/or relevant certifications.


• Ten or more years’ experience in the banking/financial services industry


• Strategic and functional knowledge of all COCC products and services


• Dynamic personality


• A self-starter that can work at a very fast pace


• True Professional with strong communication skills and attention to detail


• Must be abreast on industry trends and understand the regulatory environment


• Proficient in Microsoft Office programs


• Travel 40% to 50% of the time


• Local candidates are preferred for this role

The salary range for this position is $84,000-95,000/annually and this role is hybrid in Southington, CT.