Client Success Officer, Vice President
On-site · Chicago, Illinois, United States
Job Summary
Client Success Officer (VP) serving as a central liaison for Commercial & Investment Bank clients, coordinating with Bankers, Treasury Management Officers, Client Service, Implementations and KYC teams to deliver an enhanced client experience across the country. Responsible for strategic client reviews, escalations, onboarding and renewals, managing migrations and large client implementations, coordinating RFP responses, and supporting growth opportunities to drive retention and revenue expansion. Requires 5+ years of relevant experience and a Bachelor’s degree (MBA preferred). Travel up to 20% to visit clients and internal partners. Not eligible for employer immigration sponsorship.
Required Qualifications
- Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
- Comprehensive knowledge of Treasury Products and Services
- Proven client interaction skills to calibrate & manage client expectations
- Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
- Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
- Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
- Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
- Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
- MBA
- PMP or other Project Management Certifications
- Ability to provide quantifiable management reporting
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