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Director Of Client Experience Jobs (NOW HIRING)

Director of Client Finance

Northridge, CA · On-site +1

$120K - $150K/yr

The Director of Client Finance (DOCF) is responsible for overseeing Charter Impact's service ... Experience in a professional service firm, such as a CPA firm, is a plus. * Experience in charter ...

Director of Client Success

Richmond, VA · On-site

$100K - $110K/yr

Minimum of 5-10 years experience in client relationship management, account management, or customer success roles * Sharp analytical skills with the ability to interpret client data and translate it ...

Role Summary We are seeking a mission-driven, results-oriented Director of Client Success to lead ... Proven experience managing government contracts (DoD preferred), with strong understanding of ...

This role is responsible for ensuring a consistent, high-quality client experience across every ... The Director of Customer Experience will work closely with the COO and leadership team to translate ...

We're looking for a seasoned Director of Customer Experience - an experienced operator who owns the full client experience end-to-end, from product quality through support and retention, and who ...

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Director Of Client Experience information

What does a director of client experience do?

A Director of Client Experience is responsible for overseeing and improving the interactions clients have with a company. They develop strategies to enhance customer satisfaction, loyalty, and retention by analyzing customer feedback and implementing service improvements. This role often involves collaborating with various departments to ensure a seamless and positive client journey. Additionally, the Director may lead teams, set service standards, and monitor key performance indicators related to client experience.

What are the key skills and qualifications needed to thrive as a director of client experience?

To thrive as a Director of Client Experience, you generally need expertise in customer relationship management, strategic planning, and a background in business or marketing, often supported by a relevant bachelor's or master's degree. Familiarity with CRM platforms like Salesforce, data analytics tools, and customer feedback systems is typically required, along with industry certifications in customer experience or service excellence. Exceptional leadership, emotional intelligence, and communication skills set outstanding candidates apart in this role. These abilities are crucial for driving customer satisfaction, fostering loyalty, and aligning client experience initiatives with organizational goals.

How does a director of client experience typically collaborate with other departments to enhance customer satisfaction?

A Director of Client Experience works closely with sales, product development, marketing, and support teams to align strategies and ensure a seamless client journey. Regular cross-functional meetings and feedback loops are established to address client pain points and implement improvements. By fostering open communication and shared goals, the Director ensures that client feedback is integrated into service enhancements, ultimately driving higher satisfaction and loyalty. This role often leads initiatives that require buy-in and coordination across multiple departments.

What is the difference between Director Of Client Experience vs Customer Success Manager?

AspectDirector Of Client ExperienceCustomer Success Manager
CredentialsRelevant experience in client relations, leadership skills, industry-specific knowledgeCustomer service or success certifications, experience in client support
Work EnvironmentStrategic planning, cross-department collaboration, leadership rolesClient interaction, account management, support-focused tasks
Employer & Industry UsageUsed in industries prioritizing overall client experience and retentionCommon in SaaS, tech, and service industries focusing on customer success
Search & Comparison IntentUnderstanding leadership roles in client experienceExploring roles focused on customer retention and success

The Director Of Client Experience typically oversees the entire client journey, focusing on strategic improvements and leadership. In contrast, a Customer Success Manager handles day-to-day client interactions and support. Both roles aim to enhance client satisfaction but differ in scope and responsibilities.

How much does a director of client experience make in the US?

A director of client experience in the US typically earns between $90,000 and $180,000 annually, with the median around $130,000. Compensation varies based on industry, company size, location, and experience, and may include bonuses and benefits.
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What are popular job titles related to Director Of Client Experience jobs?

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Director of Client Relations

Atlanta, GA • Hybrid

Northwestern Mutual
Finance and Insurance • 5 - 10K employees

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance


Job description

Overview

The responsibility of the Director of Client Relations is to be an entrepreneurial leader running the Network Office's Client Relations Center (CRC) as a business unit. The Director of Client Relations has responsibility of ensuring that the financial security needs of the unassigned client base and digital leads are met. The Director of Client Relations coaches, educates, and supports a team of Financial Advisors who reconnect with unassigned clients to build financial security through planning, service, and sales.


Responsibilities

Business Strategy

  • Defines and executes a CRC business strategy that aligns with the Network Office's vision, objectives, and goals
  • Creates annual CRC plan to execute the strategy
  • Drives revenue and manages expenses for the CRC department
  • Defines the ongoing skills, activity, and production expectations for Financial Advisors working with the CRC client base
  • Evaluates partnership opportunities and any applicable engagement modifications for District Offices' participation
  • Develops the Callaway Black Group customer service model for the CRC team and participatingFinancial Advisors
  • Evaluate in partnership with the Director of Operations the infrastructure needs of the CRC department including Financial Advisor participants, Network Office Staff, and technology programs

Business Operations

  • Oversees the activity of the Financial Advisors in the CRC department
  • Sets and communicates the CRCdepartment expectations on an annual basis
  • Determines the criteria for participation on the team
  • Defines training needs and partners with experts within the Network Office and Home Office to execute the training
  • Sets annual CRC goals aligned with the Network Office, leveraging and supportingprograms as a part of planning and technology adoption
  • Conducts monthly accountability meetings with participating Financial Advisors
  • Conducts quarterly CRC department meetings with participating Financial Advisors in support of the skills, activity, and production expectations
  • Oversees the CRC Coordinator, assigning work, offering support and guidance, and holding accountable

Client Management

  • Maintains unassigned client data
  • Provides support for client transitions due to planned or unplanned Financial Advisortransitions
  • Handles incoming service requests relating to all Northwestern Mutual products in accordancetothe defined service model
  • Responds to regulatory requirements as appropriate

Lead Generation

  • Develop systems to provide client touches to unassigned clients focused on reconnecting and establishing relationships
  • Identify clients to share with participating Financial Representatives
  • Manage the Digital Leads Program in partnership with the Home Office


Qualifications

  • 2+ years experience with Northwestern Mutual in a client-facing role highly preferred
  • Georgia Life & Health Insurance License or ability to attain prior to start date
  • SIE, Series 6 or 7, Series 63, and Georgia Variable Insurance License highly preferred
  • 2+ years experience with Northwestern Mutual in a client-facing role highly preferred
  • Experience with program design and management preferred
  • 3+ years of client service experience
  • Track record of leading, managing, and developing others well
  • Proven ability to navigate client complaints with empathy while pursuing resolution
  • Strong communication skills required with the ability to build rapport and influence others
  • Must align with company's values: Excellence, Integrity, Commitment, Courage, and Fun


Compensation

  • Base salary: $60,000 - $70,000+, based on experience
  • Bonus opportunities up to 10%+ of total compensation
  • Medical, Dental, and Vision insurance
  • HSA with employer contributions
  • 401k with match
  • Short Term Disability, Long Term Disability, and Life Insurance

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US