Client Success Supervisor

Job Purpose:

To ensure that each client receives the "Anderson Way" client experience by leading and supervising a team of Client Success Coordinators (CSCs). This role involves providing support, coaching, and resolution for client concerns, conducting client experience and customer service training, and collaborating with other departments to continuously improve the client experience.

Key Responsibilities:

Team Supervision:

• Lead a team of Client Success Coordinators and Account Managers who interact with clients to ensure their services are completed within the expected time frame.
• Provide support, coaching, and resolution for client concerns as they arise.
• Conduct client experience and customer service training for the team, identifying needs to continuously increase their skill set and deliver enhanced service.
• Monitor and assist with addressing emails sent to a supervisor email group.
• Monitor team-based dashboards to assure productivity.

Performance Management:

• Review daily workload dashboards to ensure the team is prioritizing the most time-sensitive services and tasks to meet timeline expectations.
• Lead weekly team huddles to discuss goals, metrics, and updates regarding policies and practices.
• Hold weekly one-on-one expectation meetings with direct reports.
• Maintain and plan employee schedules, monitoring productivity metrics and follow-through of client communications.

Client Experience Improvement:

• Collaborate with all departments to continually improve the client experience.
• Review training needs as they arise to provide the necessary training or work closely with the CSC Trainer to facilitate the training program.
• Ensure each client receives the "Anderson Way" client experience from the team.
• Monitor the quality of client interactions via phone, chat and email.

Recruitment and Development:

• Interview potential Client Success Coordinators and recommend top candidates to leadership from interviews.
• Provide training and development opportunities for team members.
• Encourage continuous learning and professional growth within the team.

Administrative Tasks:

• Ensure all client documentation is accurately recorded and maintained.
• Perform all other duties as assigned by Company management to support the overall objectives of the organization.

Competencies:

Integrity

• Understands and adheres to basic ethical standards and company policies.
• Reports unethical behavior when directed.
• Maintains confidentiality with supervision.

Communication / Collaboration

• Communicates clearly in simple situations.
• Participates in team discussions and shares information.
• Listens actively and seeks clarification when needed.

Critical Thinking / Problem Solving

• Identifies basic problems and seeks guidance to solve them.
• Applies standard operating procedures to address issues.
• Shows willingness to learn problem-solving techniques.

Conflict Resolution

• Recognizes conflicts and seeks guidance to address them.
• Maintains neutrality and fairness in basic situations.
• Uses standard conflict resolution techniques.

Developing Others / Empowerment

• Shows basic support for colleagues' development.
• Provides occasional feedback and encouragement.
• Shares knowledge and resources when asked.

Required Qualifications:

• Bachelor’s Degree in business or related field
• Strong background in previous roles with increased responsibility including demonstrated leadership capabilities.
• Minimum 1 year of experience in a previous supervisory capacity.
• Minimum 2 years of experience in customer/client service.
• Experience with telephone-based customer service and leading in a virtual environment is a plus.
• Outstanding written and verbal communication skills.
• Strong organizational and problem-solving skills.
• Ability to manage multiple projects in tandem.

Preferred Qualifications:

• Salesforce CRM experience.

Performance Metrics:

• Client Satisfaction: Measured by client feedback and satisfaction survey results.
• Team Efficiency: Timely completion of client support tasks and projects.
• Communication: Responsiveness to client communication and effective team collaboration.
• Training Effectiveness: Measured by the continuous improvement of team skills and client service delivery.

About Anderson

Anderson Business Advisors has been awarded the Top Places to Work honor by the Las Vegas Business Review Journal 5 years in a row!

Anderson Business Advisors is an award-winning workplace -- voted Top Places to Work in 2020, 2021, 2022, 2023, and 2024 by the Las Vegas Business Review Journal, as well as Intuit's Firm of the Future award in 2020. Anderson Business Advisors is growing at a phenomenal rate, and we owe this success to our dynamic team, our commitment to excellent service, and our valued clients.

Serving investors and small business owners nationally since 1999, Anderson Business Advisors is the nation's premier asset protection and tax planning firm. With a focus on providing excellent service, Anderson Business Advisors brings attorneys, CPAs, and other professionals under one roof to empower our clients to protect themselves and their investments from the growing legal and tax threats of an increasingly complex world.

At Anderson Business Advisors, we're looking for friendly, driven, and passionate individuals to help us continue our mission as we empower investors and business owners to preserve and protect their wealth, find financial freedom, and create a legacy for their loved ones and communities.

We support our team with ongoing training and professional development while providing internal advancement opportunities for driven team members who want to grow within Anderson as they succeed professionally and personally.

Anderson Advisors offers robust benefits including:

• Embrace flexibility with a hybrid work schedule, balancing remote and in-office work seamlessly.
• Kickstart your journey with a robust onboarding program that equips you with in-depth knowledge about our organization, services, and products.
• Prioritize your health with comprehensive medical, dental, vision, and short-term disability coverage—all provided at no cost to you.
• Plan for the future with a 401(k) matching program, starting at 4% after just 3 months of employment.
• Recharge and rejuvenate with generous paid time off, including 16 days in the first year and 21 days after one year of employment, in addition to 8 paid company holidays.
• Stay active with a $35 monthly gym membership subsidy.

Please note that a full background check, drug screen, internet, and social media search are required for employment.