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Anderson Business Advisors · 1 day ago

Client Success Supervisor

Las Vegas, NV

Full-time

Hybrid

Mid, Senior Level

$60K/yr - $80K/yr

3+ years exp

Anderson Business Advisors is an award-winning asset protection and tax planning firm, recognized for its commitment to excellent service. They are seeking a Client Success Supervisor to lead a team of Client Success Coordinators, ensuring that clients receive exceptional service and support while continuously improving the client experience.

ConsultingFinanceFinancial ServicesLegalReal Estate

Responsibilities

Lead a team of Client Success Coordinators and Account Managers who interact with clients to ensure their services are completed within the expected time frame

Provide support, coaching, and resolution for client concerns as they arise

Conduct client experience and customer service training for the team, identifying needs to continuously increase their skill set and deliver enhanced service

Monitor and assist with addressing emails sent to a supervisor email group

Monitor team-based dashboards to assure productivity

Review daily workload dashboards to ensure the team is prioritizing the most time-sensitive services and tasks to meet timeline expectations

Lead weekly team huddles to discuss goals, metrics, and updates regarding policies and practices

Hold weekly one-on-one expectation meetings with direct reports

Maintain and plan employee schedules, monitoring productivity metrics and follow-through of client communications

Collaborate with all departments to continually improve the client experience

Review training needs as they arise to provide the necessary training or work closely with the CSC Trainer to facilitate the training program

Ensure each client receives the "Anderson Way" client experience from the team

Monitor the quality of client interactions via phone, chat and email

Interview potential Client Success Coordinators and recommend top candidates to leadership from interviews

Provide training and development opportunities for team members

Encourage continuous learning and professional growth within the team

Ensure all client documentation is accurately recorded and maintained

Perform all other duties as assigned by Company management to support the overall objectives of the organization

Qualification

Customer ServiceLeadershipCommunication SkillsSalesforce CRMOrganizational SkillsProblem SolvingCoachingTraining DevelopmentConflict ResolutionTeam Collaboration

Required

Bachelor's Degree in business or related field

Strong background in previous roles with increased responsibility including demonstrated leadership capabilities

Minimum 1 year of experience in a previous supervisory capacity

Minimum 2 years of experience in customer/client service

Experience with telephone-based customer service and leading in a virtual environment is a plus

Outstanding written and verbal communication skills

Strong organizational and problem-solving skills

Ability to manage multiple projects in tandem

Preferred

Salesforce CRM experience

Benefits

Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.

Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.

Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.

Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.

Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.

Stay active with a $35 monthly gym membership subsidy.