- Build, lead and grow, our Client Services Team/department within the organization and ensure a smooth-running, effective daily operation.
- Deliver superior white glove service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk.
- Build sustainable repeatable processes with capabilities that support delivery of the highest standards of service and execution.
- Build relationships and trust with clients to ensure high-levels of satisfaction and lay the foundations for continued growth and partnerships.
- Analyzes and review data tools, business processes and operational standards to execute service delivery.
- Evaluate and ensure that operations meet company objectives, business needs, service level agreements and relevant requirements.
- Manages portfolio of onboarding sessions from start to finish and manage overall customer onboarding processes.
- Create, manage and present quarterly business reviews (QBR’s) with clients/accounts.
- Lead complex conversion activities related to a mix of complex client relationships requiring the in-depth understanding of custody of supply and processing activities.
- Regularly review and appraise workflows and procedures to provide optimum client experience and appreciation of regulatory, compliance and risk environment.
- Lead in process improvements based on analysis and historical data.
- Manage the asset management application atmosphere ensuring accuracy.
- Ensure the Client Portal is successfully rolled out according to required timeline and customer initiative requirements.
- Work closely with Leadership, Operations, IT, Sales and Client Services Team to ensure seamless onboarding for all new clients.
- Own and act as Project Manager and liaison internally in the onboarding and implementation process for specific high-profile clients, forging a successful long-term partnership.
- Create and deliver all onboarding programs and materials needed while tracking projects and documentation.
- Represent and leverage client feedback to improve onboarding processes collaborating with leadership teams across departments.
- Utilize internal and third-party systems as required.
- Demonstrate a professional and adaptable demeanor with internal and external clients.
- Bachelor’s Degree in Business Management, or alike.
- 8 years of experience in a leadership role building, leading and growing a client facing team.
- Experience in the ITAD/ Asset Management/Reverse Logistics industry desired.
- Proven experience supporting and growing a client book of business by 10% YoY.
- Documented and proven experience building client information dashboards and automating processes.
- Experience with tracking and creating financial measures for clients aligning with company goals and objectives.
- Direct experience building analytics tools and improving current data models. Data Visualization ( good to have )
- Must have the ability to work independently as well as collaboratively and in a highly fluid fast-paced environment.
- Must have superior communication skills, and the ability to engage both internally and externally.
- Must have the ability to multi-task, plan and prioritize a large volume of detail-oriented work in accordance with changing deadlines.
- Advanced Microsoft Suite, and demonstrated ability in reporting.
- Strong analytic and problem-solving skills with project management abilities.
PlanITROI Core Values
- Driven & Confident
- Think Win/Win Always
- Own IT/Solve IT
- Personal Growth Leads to Professional Growth
- Innovate & Change the World
- Proud to be Part of the PlanITROI Family