Client Activation Executive

U.S. BankMinneapolis, MN
1dHybrid

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description The Client Activation Executive is a dedicated resource responsible for delivering premium, white-glove service to clients participating in the Accelerated track. Manages the end-to-end engagement process, acting as the primary liaison between the client and internal teams to ensure readiness, seamless transitions, and personalized support that accelerates implementation and speed to revenue.

Requirements

  • Bachelor’s degree in business administration, Communications, or related field (or equivalent experience).
  • 3+ years of experience in client engagement, account management, or customer success roles.
  • Proven ability to manage multiple projects and stakeholders simultaneously.
  • Exceptional communication and interpersonal skills.
  • Strong organizational and problem-solving abilities.
  • Experience delivering training or onboarding to clients or internal teams.
  • Proficiency with CRM systems and Microsoft Office Suite.
  • Bachelor’s degree, or equivalent work experience
  • Typically eight to 10 years of relevant experience

Nice To Haves

  • Experience in financial services, consulting, or enterprise solutions environments.
  • Familiarity with accelerated client onboarding or premium service models.
  • Ability to analyze client feedback and implement process improvements.
  • Demonstrated success in driving client satisfaction and retention.

Responsibilities

  • Serve as the primary point of contact for Accelerated track clients from verbal award through transition to Relationship Manager (RM).
  • Drive faster implementation and revenue realization through strategic coordination and personalized support.
  • Manage the end-to-end engagement process across all internal teams, ensuring timely delivery, readiness, and client satisfaction.
  • Gather outstanding requirements from the client, ensuring smooth transitions and proactive issue resolution.
  • Partner with internal stakeholders to remove roadblocks and ensure client success.
  • Maintain detailed documentation of client interactions, requirements, and progress toward milestones.
  • Ensure clients receive timely responses and proactive support throughout the engagement period.
  • Provide personalized client training, including walkthroughs of key processes.
  • Remain engaged until either six months of spend or 30% spend attainment is reached, whichever occurs later.
  • Initiate client feedback surveys for RM transition; to be levered during initial business review.
  • Leads the identification, design, development, and implementation of technical and systems-related projects, partnering with internal and external stakeholders to deliver solutions aligned with user needs and timelines.
  • Oversees project team performance, supports user training and project evaluation, and ensures successful delivery through effective team and project management.

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service