Account Management Director

Emploi pas sur LinkedIn

🕒 il y a 3 mois

🌲 Oregon – Distant

🌲 Oregon – Remote

⏰ Temps Plein

🔴 Expert

💰 Responsable de comptes

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Halbert Hargrove

Site WebLinkedInTous les Emplois

11 - 50 employés

💸 Finance

👥 B2C

Finance • B2C

Halbert Hargrove est une société de gestion de patrimoine fiduciaire et de conseil financier qui offre des services de gestion des investissements, de planification de la retraite, de planification successorale, de planification financière fiscalement optimisée, de conseils pour les dons caritatifs et de services de conseil virtuel pour les particuliers et les familles—surtout pour les clients disposant de plus de 1 million d'euros d'actifs investissables. L'entreprise propose une approche d'investissement LifePhase® pour adapter les stratégies tout au long des différentes phases de la vie et possède plusieurs implantations aux États-Unis en mettant l'accent sur le devoir fiduciaire, la planification personnalisée et la préservation à long terme du patrimoine.

Description

• Lead the charge in shaping our company's growth trajectory and elevating the customer experience to new heights • Champion a customer-centric ethos throughout the organization, meticulously overseeing the customer lifecycle to ensure unparalleled satisfaction and unwavering value demonstration • Spearhead the formation and management of Account Management teams • Cultivate and fortify customer relationships to drive revenue growth and deliver exceptional service • Showcase portfolio insights and industry best practices to clients • Effectively relay customer feedback and requirements internally to align cross-functional teams • Design and implement processes to standardize and enhance customer experiences • Collaborate closely with Sales and Marketing teams to facilitate seamless onboarding experiences for clients

🎯 Exigences

• A minimum of 10 years of experience in Finance, Sales, Operations, Marketing, or Customer Acquisition/Retention/Satisfaction • Demonstrated leadership acumen with at least 5 years of team leadership experience • Proficiency in driving process improvements to optimize operational efficiency • Exceptional organizational, analytical, and time management skills • Proficient in Microsoft Office Suite • Ability to thrive in a diverse work environment with minimal supervision • Strong problem-solving abilities coupled with excellent communication skills • Proven track record of meeting and exceeding revenue targets

🏖️ Avantages

• Thrive in a fast-paced startup environment alongside seasoned industry leaders • Engage with cutting-edge technologies and drive measurable impact • Participate in quarterly virtual team-building activities and monthly team lunches • Competitive salary coupled with equity opportunities • Comprehensive medical, dental, and vision coverage • Embrace a flexible vacation policy to maintain a healthy work-life balance