Client Success Executive

Harris & Harris

$100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years of client-facing experience
  • Bachelor's Degree or equivalent experience
  • Strong presentation skills
  • Excellent organizational capabilities
  • Outstanding communication (written and verbal)
  • Strong analytical skills
  • Proficient in Microsoft Office

Responsibilities

  • Manage assigned high-level clients to ensure contractual compliance
  • Articulate clear thoughts to clients and internal teams
  • Listen to clients to meet and exceed their expectations
  • Provide timely communication about business performance
  • Uphold Harris & Harris' reputation for high-level client service
  • Troubleshoot issues and research problems as they arise
  • Collaborate with operations to enhance revenue opportunities

Benefits

  • Medical, Dental, and Vision insurances from premium providers
  • 401K with matching contributions
  • Company paid accident, disability, and long-term disability insurance
  • Tuition reimbursement for continuous education
  • Paid Time Off, wellness, and sick days
  • Additional benefits including identity theft protection and flexible spending accounts
Full Job Description
Client Success Executive

The Client Success Executive manages assigned clients of the organization to ensure contractual compliance and overall satisfaction regarding business performance and other deliverables.

Schedule: Regular business hours are 8:00am to 5:00pm Monday through Friday

Salary: $100,000.00, negotiable dependent on experience. Eligible for Quarterly Bonus Plan.

Location: Remote. Must be able to travel 40% of the time.

Open Positions: 2

Additional Compensation and Benefits:

At Harris & Harris, we truly care about each employee's health, wellness, financial stability, and education. We are proud to offer each employee the following benefits:
  • Medical, Dental, and Vision insurances from premium providers
  • 401K with matching
  • Company paid Accident and Disability Insurance, Long Term Disability Insurance, EAP, and Travel Assistance
  • Tuition Reimbursement
  • Paid Time Off, Wellness, and Sick Days
  • Additional benefits such as identity theft protection, flexible spending accounts, pre-tax commuter benefits, and more.


DAY TO DAY
  • Manages mid - high level assigned clients of the organization to ensure contractual compliance and overall satisfaction
  • Customizes the conversation by articulating clear thoughts to clients and internal team members to ensure understanding
  • Demonstrates the ability to listen to clients to ensure that their needs are met and their expectations are exceeded
  • Provides timely and accurate communication to the client regarding business performance and other deliverables as defined by the client
  • Demonstrates professionalism with clients to ensure that the Harris & Harris reputation for high level client service is upheld
  • Trouble shoots issues and research problems as they arise
  • Ensures high priority work is completed within the assigned time frames
  • Increases communication and visibility with current clients in organization
  • Joins forces with others in the organization to build effective internal working relationships to ultimately service the client at a higher level
  • Collaborates with Operations to enhance revenue with current clients
  • Promotes process improvements with clients and operations
  • Creates a solid and consistent stream of communication between Operations and current clients


WHAT YOU MUST POSSESS
  • 4 - 7 years of experience collaborating with external clients
  • 4 - 7 years of experience in meeting face to face with external clients
  • Bachelor's Degree or higher level of education or equivalent experience
  • Excellent presentation skills
  • Excellent organization skills
  • Excellent communication skills (written and verbal)
  • Excellent analytical skills
  • Proficient working knowledge of Microsoft Office
  • Experience in financial services or collections preferred
  • Established home office and experience working from home preferred
  • Ability to travel 40% of the year

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