Client Success Manager

Equity Trust; Westlake (OH, TX); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Institutional Client Success Manager to enhance client relationships and drive exceptional client satisfaction. This role focuses on managing high-value institutional clients, ensuring they achieve their goals through effective communication and strategic planning. You will oversee multiple projects, troubleshoot client challenges, and provide valuable insights to enhance the client experience. If you are passionate about client success and thrive in a collaborative environment, this opportunity is perfect for you.

Qualifications

• 3+ years of Sales or Client Success experience; Institutional or Enterprise experience preferred.
• Strong communication skills, comfortable speaking with C-level executives.

Responsibilities

• Manage a book of Institutional clients and establish strong relationships.
• Conduct weekly synchs, monthly check-ins, and Institutional Business Reviews.

Skills

Sales Experience

Client Success Management

Communication Skills

Attention to Detail

Time Management

Education

Bachelor's Degree in Business

Experience in Financial Services

Tools

Microsoft Office (Excel)

CRM Systems

Job description

*This position is based in our Westlake, OH location and is eligible for a hybrid schedule after the probationary period.

JOB OVERVIEW:

The Institutional Client Success Manager (CSM) effectively manages and supports Equity Trust Company’s (ETC) high-value, Institutional clients. Delivers a next-generation client success experience by blending education (ETC policies, procedures, and online tools/resources) with an exceptional client experience, that demonstrates measurable results and long-term customer value.

RESPONSIBILITIES & DUTIES:

• Manage a book of Institutional clients.
• Establish strong relationships with decision-makers and key influencers with top Institutional clients.
• Help clients set performance and processing goals and OBSESS over their success.
• Determine how ETC can help them meet their objectives, and create a plan based upon their goals.
• Assist in managing the lifecycle of your client portfolio, which will be a pipeline of high-impact projects or initiatives.
• Always looking for new ways to work smarter, increase your effectiveness and delight your clients.
• Oversee various projects occurring simultaneously across different departments to ensure that your client portfolio is progressing toward its goals.
• Relentlessly troubleshoot client challenges and design creative solutions to obstacles.
• Connect directly with investors as needed.
• Conduct weekly synchs, monthly check-ins, and Institutional Business Reviews (IBRs) with clients to ensure they receive maximum value.
• Assist in reporting the value of Equity Trust products (deepening products) and services (APIs) in weekly synchs, monthly check-ins and quarterly IBRs, as needed to clients.
• Own and tightly track escalations, tickets, cases, bugs, and ongoing projects.
• Uses systems (e.g., CRM) to track ALL client-related activities and deliverables.
• Your Key Performance Indicators (KPIs) will be focused on quality assurance (QA) scores, client satisfaction, client retention, and similar metrics.
• Aid Business Development and Leadership in retaining and increasing the revenue from your book of Institutional clients.
• Travel up to 5% annually to meet with clients (5-10 days annually).
• Provides guidance to Institutional CSM new hires, serving as a peer mentor.
• Participates in external events as needed while adhering to all travel procedures including attendance requirements, dress code, expense reporting, and handling of company property.
• Adapt to changes in the role as business needs change.
• Assists Institutional CSMs with the research of escalated client questions or concerns and vets/acts as appropriate.
• Working knowledge of and ability to refer to IRS rules, regulations, and codes.
• Understands transactions and tax codes that result in 1099, 5498, and 990-T forms.
• Perform other duties as assigned.

QUALIFICATIONS:

• 3+ years of Sales or Client/Customer Success experience; Institutional or Enterprise experience preferred.
• Bachelor’s degree in business or related field preferred; three (3) years of experience in the financial services industry may be considered in lieu of a degree.
• Strong communication skills, comfortable speaking with C-level executives.
• Proven track record of delivering exceedingly high client satisfaction scores.

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level of proficiency in Microsoft Office, with a focus on Excel.

CULTURAL COMPETENCIES:

• In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
• Attention to Detail.
• Communicates Effectively.
• Drives Results.
• Time Management.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at-will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or a paper application, please contact us at [e-mail].