Careers > Business Development > Client Experience Manager

Client Experience Manager


Full Time

$45 - $55,000 (Range) + Bonus Incentive Program



Position Type

Full Time


Bachelor's Degree

Travel Percentage


Job Shift


Job Category

Business Development

The Client Experience Manager will establish rapport and trust with clients through a high-touch, proactive, relationship-oriented model. 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 Generational Equity process experts, trusted advisors and advocates to Generational Equity's clients. The Client Experience Manager must be able to work independently in a high-touch, high call environment. He/she should be a business-minded, strategic thinker who is able to build relationships with business owners and C-Level executives. This individual must be collaborative in spirit, focused on continuous improvement and be able to work with cross-functional teams to improve the overall client experience.
  • Excel in a high-touch model while interacting and managing clients over the phone and via email
  • Understand ideal client experience model and manage clients to these measures
  • Consult with and lead Business Owners and C-level executives
  • Analyze business financials and present options 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
  • Keen listening, observation and communication skills with proactive problem solving abilities
  • 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
  • Previous experience with Salesforce preferred
  • Bachelor's Degree required, preferably in Business Administration, Marketing, Accounting or related field
  • Previous sales experience preferred
  • Previous business ownership a plus