MissionSquare · 2 days ago
Customer Loyalty & Engagement Director
MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Customer Loyalty & Engagement Director is responsible for leading strategic initiatives to enhance customer satisfaction and retention, overseeing the customer journey, and implementing customer engagement strategies.
Financial ServicesInsuranceRetirement
Responsibilities
Develop and implement a comprehensive customer experience strategy
Champion customer engagement initiatives that align with broader sales retention goals and strategies
Oversee customer touchpoints to drive a consistent and positive experience across all interactions
Analyze customer feedback and data to identify trends and advise on areas for improvement
Collaborate with cross-functional teams to implement process improvements
Establish and monitor key performance indicators (KPIs) to measure the effectiveness of customer experience initiatives
Develop and maintain strong relationships with customers and other key stakeholders to understand their needs and expectations
Contribute to the approach to Request for Proposals, Finals Presentations, and other significant customer sales interactions
Stay up to date with industry trends and best practices in customer experience to drive innovation and continuous improvement
May represent the sales organization’s customer experience initiatives at industry conferences and events
Performs other duties as assigned
Qualification
Required
Bachelor's degree in business, marketing, finance, or a related field
8 or more years in customer experience, loyalty, or engagement roles
Proven track record in the financial services sector
Experience with CRM, marketing automation, and customer satisfaction analytics tools
Knowledgeable of customer lifecycle management, loyalty indicators, and retention strategies
Strategic planning and execution with measurable outcomes
Strong written and verbal communication, public speaking, and presentation skills
Data-driven decision-making and ability to interpret complex analytics
Ability to influence and collaborate across all constituencies
Ability to balance innovation with regulatory and fiduciary requirements
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
Company
MissionSquare
Since its founding in 1972, MissionSquare has remained dedicated to helping individuals and their families build financial security.
Funding
Current Stage
Late StageRecent News
2026-01-07
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