Director, Client Partner Experience

Director, Client Partner Experience

Job Category : Client Services

Requisition Number : DIREC001780

Full-Time

Hybrid

Corporate Headquarters Frisco, TX 75034, USA

Description

Essential Job Functions :

• Conduct regular visits to clients in assigned portfolio, including annual account reviews.
• Ensure direct resolution of client issues and involve other team members as appropriate.
• Develop strategic client retention initiatives.
• Develop opportunities for new services and start completing on assigned portfolio.
• Partner with global customer experience team(s) to ensure service excellence.
• May participate in the acquisition of new clients including acting as a subject matter expert for the RFI / RFQ process, assisting in planning for and participating in presentations, and referring new business opportunities as appropriate.
• Consult on policy updates / revisions as appropriate.
• Review internal and external client reports for accuracy and follow up on revisions as needed.
• May assist with group move planning, preparation, consultation, and execution.
• Ensure appropriate maintenance of client database with detailed accounting of contact information.
• Work collaboratively within a cross-functional team environment to utilize appropriate resources and resolve client issues effectively.
• Participate in new client implementations as appropriate.

Education

Bachelor's degree in marketing, Business Administration, Real Estate, or related field required.

Training and Experience

Work / Physical Environment :

Office setting and / or home office work environment. Team members must be able to operate standard office equipment. Team members spend a substantial amount of time working on the computer, on the phone speaking with customers and working under deadlines.

In addition, team members must be able to travel independently for company business as required / requested. Must be able to manage at least ten pounds of luggage without assistance. The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable team members with disabilities to perform the essential job functions.

Team members must demonstrate knowledge of, and support, the company vision and value statements, policies and procedures, confidentiality standards, inclusion and diversity initiatives and code of business conduct.

Note : The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.