Job details
Job type full-time
Full job description
The manager, client services is responsible for delivering against contractual needs within a shared portfolio of accountsThis role is responsible for supporting the account lead through creating, delivering, maintaining, and reporting on significant customer programs, and identifying risk and growth opportunitiesIn addition to building effective long-term relationships with
Customer stakeholders, the manager, client services will serve as a key liaison with internal teams to ensure everfi is meeting goals and delivering at the highest level to key customers.
Responsibilities:
Support the account management lead and all other client service team members on accounts owned by the team.
Review, understand, and implement the contract deliverables of everfi’s accounts.
Work alongside the account management lead and client service leadership to develop and maintain project plans for implementation and execution of customer deliverables.
Assist with the strategy and coordination of event planning and logistics in conjunction with the customer marketing team.
Compile user and course data as well as prepare timely reports and presentations for account lead to present to key customer decision-makers and executives to demonstrate the impact of their investment.
Assist with the project management and development of projects with internal stakeholders such as custom course builds, external websites, or user groups.
Prepare account lead and client services team for customer calls and related follow-up
By providing project updates and assisting in collecting data and uploading information into our customer relationship management (crm) system and customer health tracker.
Build and maintain in-depth knowledge of everfi products and solutions and respond to relevant customer questions.
Contribute to organizing, investigating, and resolving customer issues in a timely and effective manner.
Support other client service team members with key delivery needs for customers across the team’s portfolios.
Other job related duties as assigned.
Skills, experience, and qualifications:
Bachelor’s degree or equivalent combination of education and experience
A minimum of 2 years of experience in account management, customer success, consulting, or project management
Proven track record of meeting and exceeding goals and deadlines
Experience analyzing data and driving recommendations preferred
Experience developing compelling presentations
Strong collaboration skills
Experience building and maintaining long-term, trusted relationships with customers or colleagues preferred
Strong organizational and time management skills
Strong attention to detail, problem solving skills, and a solutions oriented mindset
Strong oral and written communication as well as active listening skills
Ability to travel 15% of time
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