Training The Street
Preparing Financial Professionals for Success
Financial Modeling • Corporate Valuation • Accounting • Corporate Finance • Merger Consequences
11 - 50
Associate Director - Client Success
June 7
🔄 Hybrid – Manhattan
Training The Street
Preparing Financial Professionals for Success
Financial Modeling • Corporate Valuation • Accounting • Corporate Finance • Merger Consequences
11 - 50
Description
• 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
Requirements
• 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)
Benefits
• Paid Time Off • Health, Life Insurance, Income Protection and Employee Assistance Program • Able to work remotely
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