Customer Success Regional Leader

🔥 20 hours ago

🏛️ District of Columbia – Remote

🏛️ District of Columbia – Remote

💵 $164.2k - $262.7k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Icmarc

WebsiteLinkedInAll Job Openings

- employees

💼 Consulting

🏥 Healthcare

🛡️ Insurance

Consulting • Healthcare • Insurance

Icmarc is a retirement services provider focused on public‑sector employers and individual participants. It offers administration and investment management for retirement plans (457(b), 401(a), 401(k), 403(b), retirement health savings and IRAs), along with participant financial education, CFP® advisory services, plan‑sponsor support, consultant access, research, and legislative advocacy. The company positions itself as a partner for plan sponsors, consultants, and participants, providing investment products, professional advice, and educational resources.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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