Customer Success Regional Leader

🕒 Setembro 28

🏛️ District of Columbia – Remoto

🏛️ District of Columbia – Remote

💵 $164.170 - $262.670 / ano

⏰ Tempo Integral

🟠 Sênior

🏆 Sucesso do Cliente

👻 Score fantasma 23%

O que significa: a chance de ninguém estar realmente contratando para esta vaga.Como ler: 60% ou mais significa que achamos que é uma vaga fantasma. Pontuações mais baixas preocupam menos.Como pontuamos: tempo em aberto, republicações, vagas abertas vs tamanho do time, rapidez para fechar vagas, e se o salário está divulgado.Observação: é uma estimativa de dados públicos, não um julgamento da empresa. Vagas reais podem ter pontuação alta, então use como uma dica, não como um fato.

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Icmarc

SiteLinkedInTodas as Vagas

- funcionários

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A Icmarc é uma provedora de serviços de aposentadoria focada em empregadores do setor público e participantes individuais. Oferece administração e gestão de investimentos para planos de aposentadoria (457(b), 401(a), 401(k), 403(b), poupança para saúde na aposentadoria e IRAs), além de educação financeira para participantes, serviços de consultoria CFP®, suporte para patrocinadores de planos, acesso a consultores, pesquisa e defesa legislativa. A empresa se posiciona como parceira para patrocinadores de planos, consultores e participantes, fornecendo produtos de investimento, consultoria profissional e recursos educacionais.

Descrição

• Provide overarching leadership across Relationship Management and Regional Sales functions, ensuring alignment of client experience, retention, and sales strategies • Develop and execute integrated business, market, and operating plans to drive growth in assets, participation, and client satisfaction across the territory • Translate corporate objectives into actionable field strategies, ensuring consistency and accountability across all teams • Drive achievement of revenue, net flow, retention, and new business goals through coordinated sales and relationship strategies • Oversee expansion of existing client relationships and acquisition of new business through consultative, solution-oriented approaches • Ensure effective positioning of products, services, and financial wellness solutions within the marketplace • Establish a best-in-class client engagement model and ensure exceptional service outcomes • Maintain executive relationships with key clients, consultants, and stakeholders; serve as senior escalation point • Drive consistent practices for resolving complex client issues, plan design discussions, and compliance-related matters • Directly lead Relationship Management and Regional Directors; indirectly lead Relationship Managers and Retirement Plan Specialists • Build a high-performance culture through coaching, mentoring, and leadership development • Ensure succession planning and talent pipeline development across client-facing and sales teams • Oversee regional financial performance, including budgeting, forecasting, and expense management • Monitor KPIs across sales, retention, client satisfaction, and productivity • Ensure compliance with regulatory requirements, internal policies, and risk management practices • Partner with Product, Marketing, Finance, Client Experience, and Operations to deliver integrated solutions and enhance client value • Act as primary conduit between field teams and corporate functions to drive innovation and continuous improvement • Champion company values, including diversity, equity, inclusion, and client-first principles • Represent the organization at industry events, finalist presentations, and executive-level client engagements • Integrate previously peer Relationship Management and Field Sales organizations into a single accountable leader • Own client experience and sales outcomes end-to-end • Drive enterprise strategy at the field level • Perform other duties as assigned

🎯 Requisitos

• 12+ years of financial services, retirement plan, or related industry experience • Significant experience leading both sales organizations and client relationship management teams in a geographically dispersed, matrixed environment • Demonstrated success managing multi-level leadership structures (leaders of leaders) • Deep expertise in retirement plans, investment products, and public sector markets • Proven ability to drive large-scale sales growth and client retention across regions • Strong strategic planning, financial acumen, and operational leadership skills • Exceptional executive communication, presentation, and influencing skills • Ability to operate effectively in complex, highly matrixed organizations • Strategic Thinking • Building Effective Teams • Driving Results • Customer Focus • Decision Quality • Political Savvy • Managing Complexity • Business Acumen – own client experience and sales outcomes • Leader of leaders and individual contributors • BA/BS required • MBA or advanced degree strongly preferred • FINRA Series 7, 63, 65 (or 66), and 24 required or the ability to obtain state insurance licensing as required • Extensive travel (50–75%) within assigned geography and to corporate headquarters

🏖️ Benefícios

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions • Flexible and hybrid work schedules to support work-life balance • Tuition reimbursement to support continued education • Professional and career development opportunities, including courses and certifications • Comprehensive wellness programs promoting physical, mental, and emotional health • Volunteerism initiatives to encourage community engagement

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