Client relationship manager Jobs in Edmonton, AB
- Promoted
Client Success Manager
Enriched AcademyEdmonton, AB, Canada
Private Client Advisor
Staffing In MotionEdmonton (Kaskitayo), AB, ca
Client Support Specialist (Remote)
AO Globe Life - Mike GattoWood Buffalo, AB, CA- Promoted
Relationship Management Associate
Farm Credit CanadaEdmonton, AB, Canada
Manager / Senior Manager, Tax - Indigenous Client Services
KPMGEdmonton, Alberta, Canada){kind=logo}
Client Relationship Specialist
019986 Hub International Canada West ULC (Canada West)St. Albert, AB
Client Relationship Specialist - West
Equitable Life of CanadaAlberta, Canada
Senior Relationship Manager, Commercial Markets
Royal Bank of Canada>EDMONTON, Canada
Client Support Representative
American Income Life AO - Kelechi IkpeawujoEdmonton, AB, CA- Promoted
Client Success Project Manager
Robert HalfEdmonton, AB, CA
Claims Relationship Manager
Intact Financial CorporationEdmonton, Alberta, Canada
Relationship Manager Intern, Commercial Financial Markets
0000050007 Royal Bank of CanadaEDMONTON, Alberta, Canada
Manager / Senior Manager, Tax - Indigenous Client Services
KPMG-CanadaEdmonton, Alberta, Canada- Promoted
Client Manager
Lloyd SaddAlberta, Canada
Client Success Manager
Info-Tech Research GroupEdmonton, AB, CA
Client Services Representative
Somrav Marketing SolutionsEdmonton, AB, CAClient Success Manager
Enriched AcademyEdmonton, AB, Canada- Full-time
Job Description
Job Description
CSM – Customer Success Manager
Who We Are
Our mission is to "make financial freedom accessible to everyone”, and our specialty is making personal financial management education entertaining and easy to implement. We take deliberate actions to find the latest trends in engagement, education tools, and seek to reach every audience member through our dynamic teachings. We take feedback and client satisfaction seriously by implementing feedback given to us.
Businesses, Associations, Schools, Government bodies and households use the Enriched Academy to assist their employees, members and students reduce Financial Stress, the #1 source of stress in Canada. We deliver through an interactive online platform, training events and one-on-one financial coaching.
We are a rapidly growing team that works from home-based offices across Canada and overseas.
The Role
This role reports directly to the Vice-President, Education Support. This role requires impressive interpersonal skills, and excellent leadership skills with a certain finesse for written and verbal communication, customer service, technical support, and project management. This person must effectively navigate multiple clients and tasks at the same time, requiring a high level of organizational skills. Without sacrificing quality, customer service, or projects, this role must find the perfect balance of support for all Education clients.
The ideal candidate has robust experience with customer service, presentations, and organization, strategic planning and execution, time management, and the Education sector. This candidate is self-motivated, dedicated, communicative and creative with a track record that matches. Your hours are yours to manage, so long as the Key Performance Indicators are met.
This is a salaried full-time position.
For the purposes of pay transparency, this role would garner a base salary in the range of $50-60,000 / annum, plus performance-based incentives.
NOTE : a reliable vehicle is required for this role to visit client sites. Mileage expenses are reimbursed by the employer.
Responsibilities
Customer / Client Support - Primary / Middle / High Schools (K-12)
- Meets with assigned clients regularly and prepares before the meeting with required KPIs, health reports, best practices (complete and not), and updated project tasks
- Responds to emails, technical support tickets, and concerns from clients proactively
- Launches new clients following the onboarding process and deploys all required best practices
- Proactively flags when clients are not following best practices or are a concern for “at-risk”
- Makes recommendations to enhance / improve client support or experience
- Drives utilization to hit required client numbers / value
Projects and Administration
Events and Trainings / Webinars
KPIs
Other
Must-Have Skills
Must-Have Education and Experience