Associate Director - Client Success

Training The Street (TTS) is the world’s leading financial learning services company offering targeted and customized training courses to corporate and educational clients.  Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial modeling skills that experienced professionals use at work in a way that is immediately applicable. 

The Client Success team is responsible for working with our existing customers to create and deliver training programs, both in-person and virtual. The primary role will be to engage with learning and development teams, HR and recruiting specialists, and finance professionals at the most reputable corporate and academic institutions around the country, in order to develop a positive customer experience, foster relationships and sell TTS services. The role also entails managing a team of Client Success Associates and providing guidance on key relationship management issues. The Associate Director will frequently be working closely with TTS’s leadership team to achieve client objectives. They will also work closely with other TTS team members, acting as a liaison between clients and the TTS team to ensure smooth program delivery.

Individuals with exceptional interpersonal skills, organizational and project management skills, and a commitment to the success of the team will excel in this position.

TTS is an equal opportunity employer. We are committed to providing a safe and inclusive environment and are proud to acknowledge that our differences make up the core of our strength. We expect all members of our team to embrace this commitment as it directly aligns with our values.

Responsibilities:

·    Coordination of execution across large global programs

·    Build relationships with learning and development teams, HR/recruiting specialists, and financial professionals within existing TTS clients to enable sales

·    Proactively reach out to clients to market TTS services and products 

·    Assist with the execution of contracts and proposals for clients

·    Client onboarding processes for new account wins

·    Strategic pricing discussions

·    Develop and sustain a client reach out plan to maintain relationships and  bookings with clients. Work closely with senior team members to serve clients training needs

·    Provide oversight to optimize internal systems (Salesforce & Microsoft products) for client management and follow up

·    Develop an understanding of TTS services in order to assist customers with questions

·    Work closely with TTS team (instructors, eLearning, Accounting, Admin) on client delivery needs

·          3-5 years  of prior client services experience ideally in the Banking or the Financial Services Industry.

·         Excellent communication, organizational and time management skills

·         Ability to solve problems creatively, have a professional and courteous manner

·         Fluency with Microsoft Office (Excel, Word, PowerPoint and Outlook) and Adobe

·         Ability to write professional client correspondence. Possess exceptional communication and relationship-building skills (with both internal and external stakeholders)

· Paid Time Off · Health, Life Insurance, Income Protection and Employee Assistance Program

· Able to work remotely