Remote Customer Experience Manager II

Principal Financial Group

Des Moines (IA)

Hybrid

USD 89,000 - 121,000

Full time

2 days ago
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Job summary

Principal Financial Group is seeking a Customer Experience Manager II to lead a team of customer experience specialists within the Principal Advised Services group. You will steer daily service operations, drive key initiatives, monitor performance metrics, and collaborate with cross-functional partners to improve client experiences.

The role requires 8+ years in customer service, 2+ years in a leadership capacity, and FINRA licenses.

Qualifications

  • 8+ years of customer service experience or equivalent.
  • 2+ years of leadership experience.
  • Experience leading teams within a phone-based customer service environment.
  • FINRA Series 6 & 63 (or 66) Licenses.

Responsibilities

  • Lead, mentor, develop, and engage a group of customer experience professionals responsible for delivering outstanding client service.
  • Be responsible for daily service operations, ensuring high-quality service delivery while meeting business goals and productivity expectations.
  • Monitor workloads, service metrics, productivity, call volume trends, staffing needs, and operational performance to drive business results.
  • Analyze service data and operational trends to find opportunities for process improvements, increased efficiency, and improved client experiences.
  • Handle escalated client issues, complaints, and complex service situations, providing guidance and support to team members.
  • Collaborate closely with operations leaders and business partners to align service and operational support models.

Skills

Customer service experience
Leadership
Phone-based CS
FINRA Licenses

Tools

FINRA Series 6 & 63 (or 66)

Job description

Principal Financial Group is seeking a Customer Experience Manager II to lead a team of customer experience specialists within the Principal Advised Services group. You will steer daily service operations, drive key initiatives, monitor performance metrics, and collaborate with cross-functional partners to improve client experiences.

The role requires 8+ years in customer service, 2+ years in a leadership capacity, and FINRA licenses.

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