Client Advocate, Sr

Data Analysis • Plano, TX

287d

About The Position

The Sr. Client Services Advocate's priority is to support the Director, Client Services/Product Engineer in ensuring on-going program success, day-to-day account management, and to help build and maintain a loyal and successful relationship with the client.

Requirements

• Bachelor's degree from an accredited four-year college or university is required
• 3-5 years of relevant work experience in client services, plant manufacturing, project planning, and strategic planning in vertical markets (i.e. Healthcare, Financial Services, Retail, etc.)
• Proficient with Microsoft Office products (MS Word, MS Excel) and Jira/confluence is a plus
• Must have a keen attention to detail, a strong work ethic, and the ability to thrive in a team environment
• Possess leadership abilities
• Print / Production Control Experience
• Good follow through and takes ownership of assigned projects
• Provides day-to-day direction to others in regards to solving problems and providing timely responses while requiring direction from the Strategic Relationship Manager
• Effective project-planning

Responsibilities

• Pro-active management and timely response to client inquiries and facing systems issues/reporting with day-to-day management of clients' business activities
• Manage and monitor SLAs and performance metrics
• Plan the print, fulfillment and ePresentment workflows with production and IT management
• Develop and manage timelines, project plans, status reporting and execute associated deliverables for assigned projects/ lines of business
• Responsible for planning and maintaining capacity and plant load balance in coordination with production management
• Responsible for pricing changes to specifications (Change order implementation/process), the internal job production process, invoicing, and reporting
• Effective team management capabilities and communication skills
• Partner with the sales representative and Account Manager on meeting client and company objectives and putting together quarterly business reviews with clients
• Manage reporting requirements and assist with client invoicing
• Develop application reference guides/training for client accounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree