• Build positive and productive relationships with clients
• Act as point of contact for concerns and escalate issues as appropriate
• Create and promote OSI service plans to address clients’ business needs
• Advise clients on areas where OSI services are underutilized and will create profitable processes
• Educate and support clients with the onboarding of OSI systems and platforms
• Schedule regular meetings with clients to ensure service delivery satisfaction
• Inform clients about company services and promotions
• Help sales team up-sell or cross-sell services and products
• Collaborate with OSI’s internal teams to address clients’ needs
• Develop new strategies to improve client satisfaction

Skills: Client Relationship Management, Strategic Client Consulting, Issue Resolution, Client Onboarding, Engagement Strategies, Service Coordination, Sales Support, Team Collaboration

• Meet and exceed monthly, quarterly, and annual revenue targets
• Build and maintain a sales pipeline to a minimum of 3 x quarterly target
• Engage with existing customers to understand their needs and create compelling value propositions to address them
• Prepare high quality proposals which position DeltaNet as a provider of choice and create compelling reasons for long-term investment
• Handle objections empathetically and authoritatively ensuring that they do not de-rail the sales process
• Ensure all licence and subscription contracts are renewed on time
• Organise and attend customer meetings in line with DeltaNet’s account review and renewals processes
• Partner with Customer Success to build proactive strategies to mitigate customer revenue risk, enhance customer experience and realise cross-sell and up-sell opportunities
• Identify, create, and nurture opportunities within each account and convert these to revenue
• Management and growth of client-side stakeholders, driving internal support for DeltaNet’s products and services while creating opportunities for expansion

Skills: Revenue Target Achievement, Sales Pipeline Management, Customer Engagement, Proposal Development, Objection Handling, Contract Renewal, Account Management, Strategic Partnership

• Ensuring clients and candidates are provided with a professional, timely, and quality service
• Advising and setting up new accounts including awards/rates, terms of trading, service procedures and invoicing procedures
• Re-engage with previous clients with a focus rebuilding brand through conducting face to face meetings and attending networking events
• Create strategic plans for each key account, including customer profile, SWOT analysis, needs and requirements, stakeholder map
• Create strategic plans for each key account, including buying centre/ buying process/ buyer concepts, opportunity plans, value propositions, competitive differentiators
• Feedback key market intelligence to support DeltaNet’s content and platform development strategies
• Use multiple data sources (CRM, usage reporting, customer health) to create engagement strategies that maximise share of wallet
• Update account records and opportunity pipeline in CRM, including regular reporting to the leadership team

Skills: Client Service Excellence, Account Setup Advisory, Client Re-engagement, Strategic Account Planning, Market Intelligence Analysis, Data-Driven Engagement, CRM Management, Leadership Reporting

• Ensure that new relationships are provided complete information about the organization
• Manage new account documentation and the asset transition process
• Manage communication and appropriate permissions for asset transfers
• Maintain open communication with the sales and investment team to ensure workflows are on track to meet client deliverable deadlines that correspond with meeting dates
• Maintain client distribution list for all documents, send all monthly invoices and reports, and act as the primary point of contact for client questions
• Work closely with assigned Senior Relationship Manager on servicing the needs of the client
• Handle recurring and ad hoc client requests
• Discuss a variety of investment matters with clients to ensure their understanding and satisfaction
• Field client requests and coordinate with the investment team to ensure all client investment questions are answered timely and accurately

Skills: Information Management, Documentation Management, Asset Transfer Coordination, Workflow Communication, Client Communication, Client Servicing Support, Client Request Handling, Investment Client Coordination

• Meet or exceed KPIs and execute staffing strategies to achieve service goals.
• Use discretion and independent judgment to make employment decisions, motivate, direct, coach, evaluate, promote, and counsel team.
• Fosters and works within an environment of teamwork and cooperation and a culture of workplace safety.
• Communicate roles, responsibilities, and provide leadership to associates and service team to deliver results.
• Interface with and develop a strong relationship with the client by understanding their business and staffing needs
• Processes, policies, and procedures and facilitating connections between client and company products/services.
• Participate in client meetings, analyze client needs, make value-added staffing recommendations, and secure staffing requests.
• Seek client feedback and apply information to improve service.
• Communicates regularly with branch and/or area management concerning the status of account and service needs.
• Ensure all activity is properly tracked in the applicant tracking system promptly.
• Assist with timekeeping, preparation of reports, and other administrative functions.
• Adhere to company policies and procedures, federal, and state laws.
• Participate in business, safety, and sales meetings as directed.

Skills: KPI Achievement, Team Leadership, Client Relations, Staffing Solutions, Performance Analysis, Service Improvement, Administrative Oversight, Compliance Adherence

• Worked in a small business environment, along with previous work experience in a client services or advisory capacity within the financial services industry.
• Computer proficiency with Microsoft Office suite (Powerpoint/ Excel / Word), Salesforce, and MailChimp essential.
• Adopt new technology when required and look to improve the customer experience at all times
• Be personable, presentable and articulate.
• Be a motivated self starter and have excellent written and verbal communication skills.
• Possess strong administration and organisational skills.
• Have the ability to work in a collaborative and fast-paced environment.
• Excellent interpersonal skills, dependable, and professional
• Quickly adapt to a fast-paced environment
• Positive attitude, self-motivated and driven

Qualifications: BS in Business Administration with 4 years of Experience

• Experience in a management capacity, preferably in a high performance service environment, previous Account Management experience or service industry experience 
• Strong leadership and people management skills required
• Proven ability to assess performance, mentor and counsel associates is essential.
• Excellent verbal and written communication skills necessary.
• Must be able to work under pressure of time constraints and be able to function in a flexible, constantly changing environment.
• Effective time management and conflict resolution skills required.
• Proficiency in using Microsoft Office products and applications
• Experience working in an environment where priorities are constantly changing
• Excellent attention to detail and ability to think/work quickly under pressure
• Ability to prioritize, organize and follow up effectively.

Qualifications: BS in Marketing with 2 years of Experience

• Experience in the financial services industry or the defined contribution marketplace
• Demonstrate knowledge of defined contribution financial products and services
• Client management experience with knowledge of plan design features for 401(k) and non-qualified, ERISA plans, legal and regulatory framework, industry trends
• Consultative and negotiation skills, demonstrate strong verbal and written communications skills
• Industry certifications and FINRA licensing preferred (FINRA series 6 or 7 and 63, State insurance license)
• Ability to multi-task and process information expeditiously
• Ability to work well under pressure
• Ability to be a clear thinker, analyze, strategize, and resolve, problems, exercising good judgment
• Ability to maintain confidentiality and security of any client information.
• Displays a pleasant and cheerful disposition at all times

Qualifications: BS in Finance with 4 years of Experience

• Marketing/business development experience within a professional services environment in a management position, in a legal or other professional or business services sector, such development, sales, investment banking, or management consulting.
• Competitive intelligence research knowledge.
• Understanding of design and layout principles (e.g. Word and or InDesign desktop publishing
• Layout design and desktop publishing software. E.g. Adobe InDesign (or equivalent).
• Background in Private Equity and corporate business issues.
• Paralegal Private Equity Experience.
• Superior and persuasive written and verbal communication skills.
• Superior creative and critical thinking skills.
• Basic appreciation for graphic design.
• Basic appreciation for legal pricing models and principles.

Qualifications: BS in Economics with 6 years of Experience

• Strong attention to detail and organization.
• Superior time management and follow-through.
• Genuine passion and experience with problem solving.
• Superior Microsoft Word, PowerPoint, and desktop publishing skills.
• Strong Microsoft Excel and CRM skills.
• Excellent analytical and decision-making skills.
• Ability to work additional hours when needed to meet critical deadlines.
• Ability to manage multiple priorities and tasks.
• Self-starter and able to work efficiently under pressure.
• Legal marketing expert of the practice, clientele, sources of business, market trends, competitive landscape and related resources (trade and industry organizations, publications, related professionals).
• Strong judgment and ability to make well-reasoned independent decisions.
• Advanced understanding of strategic marketing and communications.
• Self-motivated and independent, able to work with a minimum of supervision.

Qualifications: BA in Communications with 7 years of Experience