Client Services Advisor

Vozy • San Diego, CA

76d • $70,000 - $75,000 • Hybrid

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.
• Project management or business development background preferred.
• Previous experience in solution selling/relationship selling to C-suite clients.
• 5+ years' experience with inside phone sales/ consulting/ customer service.
• Strong understanding of Salesforce CRM tool (2+ years) preferred.
• 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.
• Bachelor's degree preferred.

Responsibilities

• Engage top-level candidates (CEO, Key Executive, Small Business Owner) in candid conversations over the phone.
• Work collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities.
• Work with field management to determine opportunities for market penetration.
• Make 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.
• Help members during their tenure better leverage the Vistage program and conduct exit interviews to save pending member resignations.
• Service Clients (Chairs, members, speakers) with a myriad of matters, including support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership.
• Develop strong relationships within the Vistage community- including Chair, members, and internal departments.
• Attend team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events.
• Periodically attend group meetings, Vistage Conferences, and marketing events.

Benefits

• Fully-paid healthcare provided for employees through Aetna.
• Access to dental, vision, and life insurance coverage available at very low rates.
• Eligibility for 401(k) matching funds after the 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.
• Access to an on-site gym with Peloton bikes and other top-tier fitness equipment.
• Free snacks and a weekly free lunch day.
• Flexible schedules and the freedom to work from home three days per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Broadcasting and Content Providers
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees