Client Services Advisor
About The Position
Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base. In addition to the essential duty of supporting Chairs, the CSA will also be measured on his/ her ability to re-engage those active members who are seeking membership alternatives and directing them accordingly, so a similar past work experience of applying empathetic, active listening skills with conflict resolution to address member ‘pain points’ while providing alternative solutions in order to keep the member satisfied, is critical. This position requires regular phone/email conversations with C-level clientele, including internal staff, so it requires considerable tact, discretion and persuasion in order to obtain willing action and consent from those involved. A keen understanding of the audience being supported, coupled with the ability to build and maintain significant and enduring business relationships is a must to be successful in this high impact role.
Requirements
- Strong customer service skills; ability to interact with C-level clientele.
- Previous experience in solution selling/relationship selling to C-suite clients
- 5+ years’ experience with inside phone sales/ consulting/ customer service
- Excellent verbal/written communication skills
- Strong multi-tasking and organizational skills, with the ability to prioritize workload
- Ability to diffuse potential conflict in a professional manner
- Computer knowledge to include Windows, MS Office, Salesforce and Internet research
- Working knowledge of basic accounting practices
- Some travel within the U.S. is required
Nice To Haves
- Project management or business development background preferred.
- Strong understanding of Salesforce CRM tool (2+ years) preferred
- Bachelor’s degree preferred
Responsibilities
- Able to engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone.
- Works collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities.
- Works with field management to determine opportunities for market penetration.
- Makes recommendations to Manager of Client Services regarding opportunities to maximize retention.
- Serve as the ‘Corporate Advocate’ on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations.
- Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement.
- Develop strong relationships within the Vistage community- including Chair, members, and internal departments in order to ensure open communication.
- Attend as many team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events; may occur outside of normal business hours.
- Periodically attend group meetings, Vistage Conferences, and marketing events. This may involve travel local to San Diego and within the US.
Benefits
- Fully-paid healthcare is provided for employees through Aetna, along with access to dental, vision, and life insurance coverage available to employees at very low rates.
- Eligibility for 401(k) matching funds after your first month as an employee.
- Free individual investment counseling.
- 16 days of paid time off + 12 paid holidays per year.
- Additional annual paid days off based on tenure.
- Free snacks
- Weekly free lunch day
- Free lattes and nitro cold brew coffee on tap
- On-site gym is decked out with Peloton bikes and other top-tier fitness equipment
- Access to an additional gym, volleyball courts, and a scenic office park
- Actionable career progression plan developed through individual collaboration with their manager.
- Focus on promoting from within
- All-staff development days held in our state-of-the-art learning center.
- Access to individualized development resources
- Generous tuition reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
