Key skills
LeadershipProject ManagementChange ManagementCommunicationCollaboration
About this role
Role Overview
- Enable CSG’s Recordkeeping business to proactively prioritize, identify risks, and design client retention mitigation strategies to reduce churn, increase customer satisfaction, engagement, and lifetime value through coaching & Deal Review facilitation
- Utilize relationship & project management skills in working 1:1 with client-facing teams to proactively manage primarily client administration issue cases
- Proactively monitor & analyze client data to identify trends, extract actionable insights, and measure effectiveness of various retention efforts
- Use data driven skills to devise innovative retention solutions
- Proactively fosters communication between internal and external project stakeholders
- Influences key decisions across stakeholder groups by closely partnering with senior leaders and decision-makers across IIG & strategic partners
Requirements
- Project management experience preferred
- Financial Services or function-specific experience preferred
- Previous people-leadership experience preferred
- Understanding of Recordkeeping business preferred
- Ability to collect and analyze data from multiple sources to prove/disprove hypotheses and tell a cohesive story
- Comfort in an ambiguous, transformative business environment
- Deep understanding of communication/change management, group dynamics and coaching
Benefits
- Hybrid working model designed to capture benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection
- Health insurance
- Retirement plans