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Vice President, Client Communications

Ascensus
Ascensus Salary
MA Full Time
POSTED ON 3/9/2025
AVAILABLE BEFORE 6/4/2025

Ascensus is transforming the client experience across all client touchpoints. Client Communications are critical commercial and reputational components of the client experience, requiring a digital-first and customer-centric focus. The Vice President, Client Communications will rethink and transform client communications, setting strategy, modernizing, scaling and optimizing these critical experiences, improving NPS and reducing call volumes as a result. This leader sits at the intersection of business, product, technology, service, operations, legal / ERISA and marketing communications and represents client needs and preferences across all client communications.

Section 2 : Job Functions, Essential Duties and Responsibilities

  • Set client communications strategy and execution plan to understand which clients are getting what communications and how to simplify and improve these touchpoints.
  • Identify the absolute number of communications, understanding the source and distribution of the communications, as well as who receives the communication.
  • Simplify and reduce the number of communications clients receive, ensuring that clients only receive the communications they need.
  • Establish best practices and templates for client communications execution – writing, form (email, video, etc.), level of personalization, etc. – based on measurements including engagement, whether a required action is taken, and whether a “no action needed” communication still results in call center calls.
  • Set roadmap, deliverables and delivery dates for improving existing communications.
  • Partner with business, product, technology, service, operations, legal / ERISA and marketing / marketing technology, always representing client needs and preferences.
  • Establish a scaled operating model for client communications execution, including reducing number of email platforms for distributing communications.
  • Establish a clear measurement framework to demonstrate (1) progress against execution to improve existing communications and (2) improvement in commercial KPIs – reduction of call volumes related to client communications and improved NPS / client experience measures.
  • Represent client communications as part of the Marketing Leadership team.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

Supervision

  • This position will have direct reports.
  • Section 3 : Experience, Skills, Knowledge Requirements

  • Proven work experience leading Client Communications transformations where the primary objective of those transformations were commercial metrics (reduced call volumes, improved client experience measures).
  • Proven leadership modernizing and scaling client communications through use of multi-media, personalization technology and AI.
  • Expert knowledge of modern communications best practices and technologies.
  • Strong knowledge of service and operations, as well as digital products / public and secure sites and technology.
  • Experience in financial services, specifically tax-advantaged savings and retirement recordkeeping strongly preferred.
  • Ability to manage people, drive change, inspire and lead a cross-functional team.
  • Ability to influence and educate partners.
  • Excellent troubleshooting and creative problem-solving abilities.
  • Demonstrates bias for action.
  • Strong written and verbal communication skills.
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