Expert Institute
Client Experience Specialist
Milwaukee, WI, United States
Sponsorship not specifiedDetected 62 days ago
Organizational Skills
About the role
- The Client Experience Manager drives success across our partnership trial accounts by maximizing client engagement, ensuring seamless onboarding, and accelerating product adoption and utilization.
- This role is a critical part of a firm's initial three-month experience, overseeing engagement, strategy, and outcomes to ensure a successful conversion to a long-term partner.
- Serving as a key strategic partner to both clients and internal teams, the manager proactively monitors account health, coordinates outreach, and delivers a high-touch experience designed to increase long-term value and retention.
Responsibilities
- Lead and coordinate onboarding for new trial accounts, ensuring seamless activation and user setup.
- Develop and execute strategic outreach campaigns to drive product adoption and identify expansion opportunities.
- Partner cross-functionally with Sales, Client Advisory and LNC teams to deliver a white-glove customer experience.
- Maintain detailed account insights to prioritize engagement and maximize long-term partnership value.
- A collaborative people person who builds strong internal and external rapport.
Requirements
- Work in a dynamic, fast-paced environment where you can have a voice
Benefits
- Medical, Dental, Vision, 401(k) with match
- Host weekly internal strategy sessions with the teams to review account health, usage trends, and outreach plans.
Company info
- Be part of a team that values curiosity, innovation, and professional growth
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