Client Success Manager
About The Position
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES This role is essential to Association Prime’s client retention strategy. We want to overwhelm our clients with proactive service and create relationship equity with key stakeholders for customers ranging from $1MM to $100MM in size. While this position supports the sales team, this position doesn’t have specific sales goals. This position requires substantial travel to tradeshows and to client locations. ESSENTIAL FUNCTIONS The role will assist the sales team in winning deals, familiar the customer with systems and processes during onboarding and also be instrumental in ensuring the clients success with leveraging bank offerings to scale their business. This role will be a primary point of contact for very large corporate accounts upwards of $100MM and will also handle tasks as otherwise assigned by the department. Being a team player is critical in this role to helping the team achieve its goals and stated client outcomes. Some additional tasks Proactive association deposit portfolio management Client telephonic, email in-person communications Coordination with operational and account opening teams Oversee client gift programs Responsible for numerous trade shows and bank events (planning & logistics) Responsible for travel coordination Coordination with partner and bank marketing departments for the numerous marketing request the department receives Play an instrumental role in client onboardings Handle and decision/route client rate exception request Direct and distribute association loan requests Maintain client relationship database entries and reporting Be a brand ambassador for Association Prime Interact with Association Banking Analyst on earnings credit matters Assist sales team in sales efforts as needed Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES Ability to handle large volumes of client telephonic, email in-person communications Communicate with executives from companies with corporate banking sized balances Highly detailed oriented in task completion Expert level time management skillsets Qualifications, Education, and Certification Requirements Education: At least a Bachelor’s degree preferred in banking, finance, business administration or otherwise. Experience: Experience in association management or association banking is helpful nut not required. 15+ years of experience in sales, banking operations or otherwise financial environment is required. Certifications/Specific Knowledge: Microsoft product suite is required. HubSpot or other CRM is helpful. Equal Opportunity Employer, including disabled/veterans. Our business model supports the unique character of the communities we serve and encourages decision making by the banker that is closest to the customer. We think and act like owners and measure success over entire economic cycles. We prioritize soundness before short-term profitability and growth.
Requirements
- 15+ years of experience in sales, banking operations or otherwise financial environment is required
- Microsoft product suite is required
- Ability to handle large volumes of client telephonic, email, in-person communications
- Communicate with executives from companies with corporate banking sized balances
- Highly detailed oriented in task completion
- Expert level time management skillsets
Nice To Haves
- Bachelor’s degree preferred in banking, finance, business administration or otherwise
- Experience in association management or association banking is helpful but not required
- HubSpot or other CRM is helpful
Responsibilities
- Assist the sales team in winning deals
- Familiarize the customer with systems and processes during onboarding
- Ensure client success with leveraging bank offerings to scale their business
- Serve as a primary point of contact for very large corporate accounts upwards of $100MM
- Handle tasks as otherwise assigned by the department
- Proactive association deposit portfolio management
- Client telephonic, email, and in-person communications
- Coordination with operational and account opening teams
- Oversee client gift programs
- Responsible for numerous trade shows and bank events (planning & logistics)
- Responsible for travel coordination
- Coordination with partner and bank marketing departments for numerous marketing requests
- Play an instrumental role in client onboardings
- Handle and decision/route client rate exception requests
- Direct and distribute association loan requests
- Maintain client relationship database entries and reporting
- Be a brand ambassador for Association Prime
- Interact with Association Banking Analyst on earnings credit matters
- Assist sales team in sales efforts as needed
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
