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Manager, Client Success

extra holidays - extra parental leave
Remote: 
Full Remote
Contract: 
Salary: 
106 - 160K yearly
Experience: 
Senior (5-10 years)
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Bachelor’s degree required, 5+ years of client success experience, Exceptional communication abilities, Strong administrative skills, Proficiency in Microsoft Office and Salesforce.

Key responsabilities:

  • Engage clients with customized solutions
  • Oversee client onboarding processes
  • Anticipate client issues and minimize churn
  • Upsell and cross-sell Ryan's products
  • Analyze metrics for improvement opportunities
Ryan logo
Ryan Financial Services Large https://ryan.com/
1001 - 5000 Employees
See more Ryan offers

Job description

Why Ryan?

  • Hybrid Work Options

  • Award-Winning Culture

  • Generous Personal Time Off (PTO) Benefits

  • 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

  • Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

  • Benefits Eligibility Effective Day One

  • 401K with Employer Match

  • Tuition Reimbursement After One Year of Service

  • Fertility Assistance Program

  • Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Manager, Client Success (“Manager”) professional is responsible for communicating the Firm’s vision and capabilities to the marketplace, and engaging clients in a consultative manner to provide customized solutions for the acquired and existing Ryan clients. Responsibilities include expanding and cross-selling within client relationships.

Duties and responsibilities, as they align to Ryan’s Key Results:

People:

  • Foster a positive team environment by actively collaborating with and supporting team members.
  • Collaborates with the Account Team to develop responses to requests for proposals.
  • Build and maintain key relationships with significant contacts in close collaboration with the account Client Principals and Account Team

Client:

  • Promotes value through client experience.
  • Oversees the client onboarding process to maintain and build relationships with newly acquired clients.
  • Ability to anticipate client issues and needs.
  • Focus on minimizing client churn.
  • Upsell and cross-sell products and services across Ryan suite of services and products.
  • Reviews and resolves client concerns and seeks to improve the client experience via the Account Team.
  • Understand and promotes value of all Ryan products.
  • Maintains activities in Salesforce.
  • Sustains business growth and profitability by maximizing overall value.
  • Understands business issues, and quickly understand commercial drivers at Ryan and recognize areas for operational improvements.
  • Understands all Firm policies and service-line offerings with sufficient depth to be able to discuss service-line offerings with prospects.
  • Creates and manages client success dashboards.
  • Analyzes client performance and industry/geography metrics to identify patterns and areas for improvement to increate cross-selling and client satisfaction.
  • Assists with other projects and duties as needed.

Education/Experience:

  • Bachelor’s degree with 5+ years of experience (a mix will be considered if combined totals in one area significantly exceed another that may be slightly under 5 years).
  • Proven work experience as a Client Success Manager or similar role.
  • Exceptional ability to communicate and foster positive business relationships internally and externally.
  • Experience leading clients through the acquisition process is a significant plus.
  • Strong administrative and communication skills (verbal and written), professional demeanor, ability to multi-task with a sense of urgency under pressure and prioritize work.

Computer Skills:

To perform this job successfully, an individual should be proficient in using the following applications or systems:

  • Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.)
  • Experience with data and reporting tools within Salesforce, PowerBi or other data visualization tools.
  • CRM (Customer Relationship Management) experience in entering, reviewing and reporting activity such as Salesforce.

Work Environment:

  • Standard indoor working environment.
  • Occasional long periods of sitting while working at computer.
  • Position requires regular interaction with employees at all levels of the Firm in person and via e-mail and telephone.
  • Position requires regular interaction with clients and interface with external vendors in person and via e-mail and telephone.
  • Independent travel requirement: Up to 10-20%.  

Equal Opportunity Employer: disability/veteran

Compensation:

  • For certain California-based roles, the base salary hiring range for this position is $120,000 - $160,000
  • For other California-based locations, the base salary hiring range for this position is $110,000 - $150,000
  • For Colorado-based roles, the base salary hiring range for this position is $106,000 - $140,000
  • For New York-based roles, the base salary hiring range for this position is $120,000 - $160,000
  • For Washington-based roles, the base salary hiring range for this position is $110,000 - $150,000
  • The Company makes offers based on many factors, including qualifications and experience.

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Multitasking
  • Problem Solving
  • Time Management
  • Relationship Management
  • Verbal Communication Skills

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