Careers > Business Development > Client Experience Manager

Client Experience Manager

Richardson, TX

Full Time

$45,000 Base + Commission



Position Type

Full Time


Bachelor's Degree in Business Administration, Marketing, Accounting, or related field

Travel Percentage


Job Shift


Job Category

Business Development

The Client Experience Manager will establish rapport and trust with clients through a high-touch, proactive, account management model. The Client Experience Manager will be able to quickly assess client opportunities and redirect the client and internal teams for aligned solutions. He/she will manage clients during all phases of the Generational Equity process – most client interactions will be via phone conversations and email. Client Experience Managers have a client-first mentality and serve as process experts, trusted advisors, and client advocates. The Client Experience Manager must be able to work independently in a fast-paced, high-call environment; however, he/or she will also be collaborative and be able to work successfully with a team. He/she should be a business-minded, strategic thinker who is able to build relationships with business owners and C-Level executives. This individual should thrive in a continuous improvement environment and be able to work with cross-functional teams to improve the overall client experience.


  • Excel in a high-touch, fast-paced, account management environment while interacting and managing clients over the phone and via email
  • Understand ideal client experience journey and manage clients through this process
  • Consult with and lead Business Owners and C-level executives
  • Work with cross-functional teams to lead clients through process
  • Able to hear and understand the voice of the client and quickly deduce solutions
  • Analyze business financials and provide direction to clients
  • Identify, track, and resolve client issues and risks
  • Understand clients’ expectations and success factors for partnership with Generational Equity
  • Continuously deliver outstanding service to ensure our firm is adhering to the high standards of excellence and client expectations


  • A minimum of seven years in sales, business management, client experience or a related field
  • Active listening, observation and communication skills with proactive problem-solving abilities
  • Ability to manage and align client expectations throughout the client journey
  • Understanding of general business operations with ability to review and understand financial documents
  • Strong written and verbal communication skills with excellent attention to detail
  • Excellent organizational, time management, people management and influencing skills
  • High energy, positive and proactive attitude
  • Bachelor's Degree Required, preferably in Business Administration, Marketing, Accounting, or related field
  • Previous experience with Salesforce preferred
  • Previous sales experience preferred
  • Previous business ownership a plus