What are the responsibilities and job description for the Director of Client Success position at Merkle Retirement Planning?
Key Responsibilities
Provide direction and mentorship to team members to ensure they meet their performance goals and KPIs through monthly one-on-ones and weekly team meetings.
Oversee and optimize Client Experience processes to ensure efficiency and quality.
Identify training and development needs within the Client Experience Team.
Provide direction and mentorship to team members to ensure they meet their performance goals and KPIs through monthly one-on-ones and weekly team meetings.
Oversee and optimize Client Experience processes to ensure efficiency and quality.
Identify training and development needs within the Client Experience Team.