COCC

Client Success - Client Partner - Req# 617

COCC$84K — $95K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree preferred or related work experience/certifications
  • Ten or more years in banking/financial services
  • Strategic knowledge of COCC products and services
  • Dynamic personality with a proactive approach
  • Strong communication skills with attention to detail
  • Understanding of industry trends and regulatory environment
  • Proficiency in Microsoft Office
  • Willingness to travel 40% to 50% of the time
  • Local candidates in the Southington, CT area preferred

Responsibilities

  • Prepare, attend, and follow up on client meetings
  • Discuss strategic direction and industry trends with clients
  • Provide ongoing relationship management and support to clients
  • Resolve client issues through cross-departmental collaboration
  • Utilize system knowledge to provide client support as necessary
  • Deliver project management oversight to client requests
  • Update management and clients on project statuses and developments

Benefits

  • Hybrid work model
  • Opportunity for travel
  • Engagement with diverse committees and user meetings
  • Professional development through direct client interactions
Full Job Description
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 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.

About COCC

COCC is a leading provider of technology solutions to financial institutions throughout the northeastern United States. The company offers a wide range of services, including core processing, managed IT services, and digital banking solutions. COCC has been in business for over 50 years and has a reputation for providing high-quality, reliable technology solutions to its clients. The company is headquartered in Hartford, Connecticut and has additional offices in Southington, Connecticut and Albany, New York.
Learn more about COCC
Size
1,200 employees
Industry
Founded
1967

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