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Team Services Group - San Diego, CA
posted 4 days ago
About the position
The Co-president is looking for a Manager of Customer Success that is eager to deliver a high touch, 10/10 client onboarding experience for TEAM's family office and fiduciary clients. The Manager of Customer Success will manage a team and be responsible for delivering smooth, friendly and professional client onboarding experiences for some of TEAM's largest new clients. In the first year, you will be responsible for upleveling how we transition clients to TEAM, lead two team members, and partner with Client Partnerships to personally onboard clients in our Private Family Services and Core fiduciary markets. We're looking for someone who is highly organized, displays strong executive client presence, loves solving problems, is a clear communicator, and can set a strong first impression for TEAM clients before they come on board!
Responsibilities
- Lead and deliver large-scale client onboardings in both the Private Family Services and fiduciary markets
- Partner with the Client Partnerships team to build timelines, project plans, kick-off material to initiate transitions to TEAM
- Partner with our internal service teams, payroll, HR, and technology team to effectively navigate client onboarding challenges
- Be a strong people leader, coach, and mentor for our awesome implementation team!
- Personally deliver highly complex and strategic client onboardings in a high-touch, client friendly manner
- Set the strategic vision and goals to improve the department (e.g., process improvement, communication templates, onboarding flow) and follow through on delivering on these improvements
