Lead, Manage, Accountable for Client Service. Deliver the Core Passion to our clients and the team and live the Core Values
Enhance the lives of our client and team. We do this by providing financial information, clarity, and peace of mind to small businesses
Do What It Takes
Friendly & Fulfilled
Lead, manage and hold accountable Client Service Team to deliver exceptional experience and value to businesses
- Maintain NPS Score of 60
- Retain 95% of existing clients (controllable)
- Analyze workflow processes to maximize efficiency within the organization
- Oversee operational systems, processes and infrastructure while looking for opportunities of improvement or revision
- Servant Leadership
- Ability to communicate with others effectively
- People Skills- Understanding and tolerance of others
- Good Decision-making skills and response to high-pressure situations.
- Ability to work with details and time-sensitive issues
- Developing and implementing operational procedures and policies.
- Critical Thinking
- Analytical Skills
- Organization Skills
- Active Listening
- Time Management
- Tech Savy
If you like what you see! Please fill out the employment form on the previous page! Thank you!