First National Bank of Omaha

Service Account Manager, Client Experience

First National Bank of Omaha$89K — $148K *
Omaha, NE 68104In-Person
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in account management or customer service within an MSP or CSP environment preferred.
  • General understanding of technology terminology and workflows.
  • Bachelor's Degree or equivalent experience required.
  • Proficient in word processing and spreadsheet software.
  • Excellent interpersonal skills for effective customer and team interactions.

Responsibilities

  • Conduct regular client status calls to review activities and metrics.
  • Lead Operational Review sessions and participate in strategic meetings or Quarterly Business Reviews (QBRs).
  • Provide reporting and metrics to the Sales Team for alignment on client objectives.
  • Manage and communicate client change activities to understand impacts and update customers.
  • Serve as the primary contact during major incidents and escalate issues as needed.
  • Prepare and distribute root cause analysis reports post-incident.
  • Analyze customer survey data to identify opportunities for experience improvement.

Benefits

  • Medical, Dental, Vision Insurance
  • 401k with Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA) and Dependent Care
  • Growth Opportunities and Tuition Assistance
  • Short-Term/Long-Term Disability Insurance
Full Job Description
Summary of the Job:

The SAM is responsible for the overall Client Experience as it relates to service assurance and service delivery. The SAM acts as a consultant and partner to our clients by knowing their environment and matching the right tech delivery partners to drive solutions for our customers' business. They provide communication for day-to-day support requests, escalations, and change management activities. Additionally, they provide reporting to the customer and work collaboratively across FNTS to ensure requests are completed according to SLA's and we are delivering on our intended customer experience.

About This Role:

Duties may include:

1. Customer Experience:
• Conduct regular status calls with each client to review current activity (i.e. Issues, requests, updates, metrics, etc.).
• Lead Operational Review sessions as well as participate in strategic meetings and/or Quarterly Business Reviews (QBR's)
• Provide metrics to the Sales Team to ensure customer and FNTS are aligned to foster a long-term relationship.
• Provide monthly reporting as needed/required by clients.
• Send out customer satisfaction surveys to conduct periodic reviews of the customer experience.
• Collaborate with the Marketing team to review and send out the annual customer survey.
• Partner with the PMO to review customer feedback on projects.
• Change Management: Communicate and coordinate client change activities to ensure customers are aware and understand impacts.
• Ensure internal processes are being supported and work is being facilitated through the appropriate workflow as needed to meet the customers' expectations.
• Identify potential solutions (sales opportunities) and share with the sales teams as appropriate.

2. Incident Management:
• Participate as the primary point of contact for customer during a major event.
• Escalate the issue internally as required to ensure attention is being place in resolving the issue.
• Communicate status updates to the customer to keep them informed regularly throughout the incident.
• Prepare and distribute a root cause analysis report after the event as needed.
• As needed, coordinate internal team meetings to identify potential process improvements as an outcome of a major incident (ad hoc retrospectives)

3. Continuous Improvement:
• Use customer survey data (annual, PMO, and quarterly surveys) for trending analysis and identify opportunities to improve our customer experience.
• Share client feedback with Service Delivery Centers of Excellence to enable us to leverage feedback to enhance our client experience.

4. Professionalism & Cultural Commitments:
• Exhibit behaviors in alignment with our Cultural Commitments
• Build relationships internally and externally to promote a collaborative work environment.
• Maintain regular and predictable attendance in alignment with department guidelines.

The Ideal Candidate for This Role:
• Experience working for an MSP or CSP desired
• 3-5 years' experience in account management or customer service
• General understanding of technology terminology, roles, and workstreams
• Bachelor's Degree or equivalent experience required.
• Proficient computer skills with word processing and spreadsheets
• Excellent customer service and interpersonal skills working with customers and teams

Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $89,828.00-$148,215.00
This role may have a specific starting pay within this range.

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.

Work Environment:

It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.

Benefits Overview:

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance


Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.

For additional information regarding compensation and benefits, e-mail FNBO at [redacted]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.


Application Deadline:

All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

About First National Bank of Omaha

First National Bank of Omaha is a subsidiary of First National of Nebraska, a multi-state holding company headquartered in Omaha, Nebraska. The bank offers a range of financial products and services, including personal and business banking, wealth management, and credit cards. First National Bank of Omaha is committed to providing its customers with exceptional service and innovative solutions to meet their financial needs. The bank is also committed to giving back to the communities it serves, and has a long history of supporting local organizations and initiatives.
Learn more about First National Bank of Omaha
Size
5,000 employees
Industry

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