• Manage booked direct ad sales revenue with Sales partners
• Post–sales campaign/client management with white glove service
• Launch campaigns smoothly ensuring campaign alignment per clients’ business rules
• Align client KPIs and objectives
• Closely monitor pacing and performance and collaborate with AdOps to monitor the delivery of campaigns to mitigate revenue risk
• Confirm billing calculations and invoice alignment
• Respond to daily time-sensitive client inquiries
• Strategize proactive and reactive incremental offerings
• Coordinate efforts between cross-functional teams
• Engage with clients at meetings and events to further the Healthline relationship
• Strongly impact renewals, retention and incremental

Skills: Client Relationship Management, Sales Revenue Management, Campaign Service Excellence, Performance Monitoring, Financial & Billing Accuracy, Problem Solving, Project Coordination, Event & Client Engagement

• Manage all incoming calls, engage customers, take orders, answer product questions, and provide solutions. 
• Process payment requests, and manage and evolve price schedules.
• Convey customer feedback to the company to improve the overall customer experience.
• Daily administrative duties, preparing outgoing product samples, maintaining operating levels of office supplies, creating spreadsheets, data entry, and filing
• Own client relationships including strategy, recommendations, and execution.
• Drive strategy on some of the largest and fastest-growing brands in the world.
• Work with campaign analysts and strategy team to create the best client relationship possible.
• Develop a thorough understanding of Yieldify products, technical capabilities, and services.
• Lead strategy sessions for onsite and email re-marketing customer journeys.
• Collate and share best practice examples of reporting, strategies, and case studies across teams globally.
• Work closely with the Director of Client Services to manage the renewal process as well as identify growth opportunities within portfolio.

Skills: Customer Engagement, Order Processing, Feedback Management, Administrative Support, Client Relationship Management, Strategic Leadership, Collaboration & Analysis, Product Knowledge

• Develop a strategic plan for the Personal Shopping department to support current clients and build future clientele
• Grow and maintain Client information database
• Hire and train additional team members as business requires
• Communicate and work with different department heads to create efficiencies
• Work with catering Chef and Customer Service team to develop B2B offerings and sales plan
• Work with wine and culinary teams to develop, market, and execute special offers for clients based on known favorites
• Work with Lifestyle Managers to expand Citarella into the kitchens of their residents
• Own each sale from beginning to end
• Team with Wine & Spirits Director to create synergy between the two departments
• Turn shopping clientele into prospective corporate gift and catering customers
• Weekly meetings with the Director/ownership team to calibrate progress against benchmarks

Skills: Clientele Development, Database Management, Team Training, Cross-department Collaboration, B2B Sales Planning, Special Offer Development, End-to-End Sales Management, Progress Reporting

• Oversee the daily activities of the Client Service Team and ensure there is the proper support structure for servicing clients
• Supervise, develop, and train new and existing Client Service Team members
• Handle escalated client service issues and research complex client service issues, communicate status updates to Advisors
• Oversee the client billing and performance reporting process
• Automate and update workflow systems and track Net New Assets for Advisors
• Identify ways to improve processes and workflow systems to promote efficiency and productivity on the Client Service Team
• Serve as liaison between Client Service Team and Advisors conduct regular meetings with Advisors to keep them informed on firm operations and issues
• Review/discuss any proposed changes to operations
• Provide service to high net worth clients
• Keep track of Advisors' commissions, annuity trails, etc. and calculate their monthly payout
• Process Alternative Investment transactions (process Annuity Purchases and Exchanges, manage K-1 process for clients)
• Provide compliance support and initiate and coordinate projects related to operations

Skills: Client Service Oversight, Team Supervision, Issue Resolution, Billing and Reporting, Workflow Automation, Process Improvement, Advisor Liaison, High Net Worth Service

• Support the Client Servicing of a selection of MFEX Clients based in the UK and Luxembourg. 
• Engage Operations in the pursuit of service quality delivery and improvement.
• Take and maintain ownership of issues affecting the quality of the service delivered and the overall client experience. 
• Tracing those issues through to resolution in internal and external facing client issue logs.
• Support the Relationship Manager on strategic clients, projects, and initiatives.
• Monitor the performance of the service against the operating procedures and service levels agreed with the client.
• Responsible for tracking and implementing updates to the Client SLA.
• Participate in and support client reviews, audits and due diligence questionnaires.
• Delegate tasks and responsibilities to appropriate personnel and third-party partners.
• Work with international clients, which will require schedule flexibility to interact with clients in different time zones.
• Set and continually manage project expectations with team members and other stakeholders.

• Respond, within service standards, to all incoming calls from clients, brokers, & Third-Party Administrators
• Provide information regarding account details, payments/transactions, products and application status to all parties
• Provide professional, high-quality service to internal and external customers
• Provide operations support including resolving escalated customer complaints
• Effectively utilize leadership skills to support and contribute to team goals
• Leverage multiple computer-based administration systems to resolve complex issues
• Set and meet client expectations for complex issue resolution and follow-up with the client within an established specified timeframe
• Refer complex situations to Team Leaders for review and/or exception approval
• Understand how metrics, quality, and engagement impact the business
• Assists with training of the team, such as new-hire training, cross-training, and one-on-one development
• Work with other areas to create and validate training documents, as well as offer suggestions for process improvements
• Review complex situations and escalate as necessary for further review or approval

Skills: Client Interaction, Account Information, High-Quality Service, Operations Support, Leadership Skills, Issue Resolution, Client Expectation Management, Team Training

• Serves as the center point of communication for the Client Governance team on any center-specific matter impacting account-specific deliverables and issues. 
• Drives regular review meetings with the client.
• Communicates to the client all major organizational changes, initiatives, and projects that may affect client operations and interface.
• Escalates issues to the client as soon as these are found depending on the defined severity level.
• Receiving client escalations as single point-of-contact (SPOC) and establishing and managing escalation process as defined per account within defined turnaround times.
• Initiates discussion with delivery for issues raised by the clients.
• Discusses the issues and applicable root cause analysis with the client and DPE and set up regular checkpoints with them to keep them informed of all relevant achievements and follow-ups related to resolving the issue.
• Sets regular client cadence reviews to allow the client, the DPE and any other key client-holder stakeholders to hold regular presentations and discussions on key issues, highlights, accomplishments and initiatives
• Serves as the account point of escalation in the center for the Delivery Project Executive (DPE) and drives regular reviews with the DPE.
• Performs screening, interview and assessment of HRPOs or HRDMs for backfills
• Performance coaching, Checkpoint discussion and assessment, salary communication, attendance & leaves management, career planning, utilization, training, employee regularization, WWER Approvals
• Provides proactive input into succession planning for the delivery team.

Skills: Client Communication, Review Meetings, Organizational Change Communication, Issue Escalation, Escalation Management, Root Cause Analysis, Performance Coaching, Succession Planning

• Works with the DPE and the Center Leaders on account planning and execution of projects and action plans to achieve expected outcomes on a year-by-year basis.
• Contract Knowledge: has deep and extensive knowledge of the account’s contract, statement of work (SOW), SLA definition and other contractual obligations
• Service Delivery Management: Ensures all Service Level Agreements (SLAs) are met across Accounts for all Processes. 
• Approver of SLA submissions before reporting final results to the Center and the Account
• Documents best-known methods and shares learnings during regular communication venues
• Reviews, manages, and approves, all processes' performance metrics – SLA, utilization/cost, QA, etc.
• Organizes and conducts regular Team Meetings / Operational Reviews across processes to cascade information and gather inputs, feedback, and concerns from the team and work on addressing them. 
• Ensures all Team Meetings are held and kept productive.
• Acts as Client's primary point of contact for unresolved issues/escalations, resolution tracking until closure, exception handling, audits, etc.
• Communicates client-specific business control guidelines to delivery and Champions the center business controls direction across the accounts with due respect for client-specific business control guidelines on delivery
• Feeds Business Controls status back to DPE and PMO
• Provides sign-off to DTPs and SOD

Skills: Account Planning, Contract Knowledge, Service Delivery Management, Performance Metrics Review, Team Meetings, Issue Resolution, Business Control Communication, Process Documentation

• Responsible for the premium delivery of services to LFS’s clients.
• Managing client expectations, negotiating service level agreements, account planning, cross-selling and strategic initiatives.
• Building and maintaining strong working relationships with client contacts
• Managing client expectations and being the first point of contact on all client matters
• Identification of revenue and service opportunities – new and existing clients
• Project management and support 
• Constant and ongoing maintenance of the Link’s Clients & Contacts Database
• Report production on a weekly and monthly basis (e.g. statistics, end-of-month reports, billing and client fees)
• Project management and support 
• Keeping abreast of the current industry-related issues and trends
• Deliver the expected revenue values as defined in the contract year on year, escalating any adverse variances to senior management with causal analysis and recommendations for mitigation of revenue shortfall.
• Manage debtor days and resolve any issues causing late payments when these are escalated in line with the billing policy for Global Clients.
• Proactively identify opportunities for additional new services and work with the assigned Account Director to support him/her in the development of these initiatives with operational support.

Skills: Premium Service Delivery, Client Relationship Management, Expectation Management, Revenue Opportunities, Project Management, Database Maintenance, Report Production, Industry Trend Awareness

• Develop current accounts and relationships
• Review customer’s buying history and suggest related items, explain features to generate sales, and promote current incentives.
• Procure new accounts, work with key decision makers to facilitate new product initiatives, and get Med-Dyne products in their facilities.
• Research and process GPO options, negotiate Bid Process 
• Maintain marketing and advertising materials, work with a Graphic Designer to maintain website and printed materials, develop promotional incentives, and manage social media accounts
• Participate in project work and complete complex administration tasks daily
• Onboard client accounts, statement of advice formatting, posting and preparation, advice implementation, and managing client data
• Checking and monitoring asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions
• Communicate effectively and timely with advisers, partners, and corporate staff
• Act as an escalation point for Client Services team members and ensure exceptional client service is always provided
• Ensure all client-related tasks in their local office or designated region are completed by SLAs and regulation standards
• Assist the Senior and Regional Client Services Managers in the facilitation of learning and development initiatives
• Liaising with financial institutions to ensure clients’ needs are met

Skills: Account Development, Sales Promotion, New Account Procurement, Bid Process Negotiation, Marketing Management, Project Participation, Client Onboarding, Asset Management

• Excellent customer-facing/customer-service skills
• Service management experience in a diverse enterprise environment
• Expert understanding of ITIL Incident Management
• Flexibility to adapt work schedule to meet client needs
• Excellent leadership and people management skills
• Willingness to support and mentor junior staff
• Excellent written and verbal communication skills
• Ability to work under pressure and meet deadlines
• Excellent organizational skills
• Basic understanding of branding and PR

Qualifications: BA in Communications with 10 years of Experience

• Excellent organizational skills, able to set priorities, and responsive to customer requests
• Strong experience in Client Service functions and preferably also some sales experience
• Positive, proactive with a get-things-done attitude
• Able to work well as part of a fast-paced team and works to own initiative
• Experience from the automotive business at either dealer or importer side
• A flair and interest in App technology and mobile devices
• Experience with SalesForce or similar CRM systems
• Fluent in Danish and English is a prerequisite.
• Other languages beneficial like Swedish, Norwegian, and/or Finnish
• Proficient in the Microsoft Office suite of tools.
• Experience working within the pharmaceutical or another regulatory environment.
• Marketing Communications/Agency background.

Qualifications: BA in Public Relations with 5 years of Experience

• Proven experience in traditional and digital marketing
• Collaborative spirit and comfortable providing candid feedback and adjusting existing assets developed by other teams/agencies
• Strong writing, communication, analytical and project management skills
• Independent worker capable of moving projects forward with minimal direction
• Advanced ability with Microsoft Office and Google Suite
• Bachelor’s Degree or higher in Business, Marketing, Communications, or related field
• Self-motivation and the ability to take responsibility for actions
• Ability to manage and prioritize tasks and time efficiently
• Ability to demonstrate initiative and a proactive approach to daily tasks

Qualifications: BA in Psychology with 6 years of Experience

• Experience in customer success/client engagement management or customer advocacy in a high-tech or financial services environment
• Experience building client success processes, ideally in a fast-paced startup environment
• Knowledge of SalesForce CRM and/or other CRM solutions
• Previous Financial Services Industry and project management experience
• Excellent communication skills and the ability to anticipate the needs of customers
• Demonstrated ability to influence without authority to rally cross-functional resources to address client needs
• Have superior organizational and time management skills
• Knowledge of customer service programs and databases, or the ability to learn new software quickly
• Innovative, creative thinking skills to ensure the organization is providing a cutting-edge client experience

Qualifications: BA in Sociology with 5 years of Experience

• Ability to be credible with senior clients, and be all over the detail 
• Be the central person keeping the show on the road.
• Good judgment and analytical skills mean you see and resolve problems and challenges on projects before the client sends an email
• Be able to reframe all issues to suit you whilst winning the clients’ hearts.
• Rigorous to a tee and not ashamed of healthy level of perfectionism.
• Organized, and meticulous about keeping promises and meeting deadlines, with excellent attention to detail.
• High energy and ability to multitask, with a real ability to quickly prioritize across some projects.
• A proven team player, with the ability to empathize with clients and remain flexible in achieving goals, as well as mentoring junior team members.
• Strong leadership skills that ensure they can drive the team forward even in testing circumstances.
• Able to build strong rapport and relationships both internally and externally.
• A proactive and positive approach to their work and their team.

Qualifications: BA in Marketing with 7 years of Experience

• Have business unit/account management experience
• Have leadership or supervisory experience
• Experience working with the company's business management practices, principles, methodologies, and supporting tools
• Experience working with generally accepted financial management principles
• Strong communication skills
• Strong interpersonal and presentation skills for interacting with team members and clients
• Good organization skills to balance work and prioritize issues and leadership skills
• Ability to work as part of a team and provide managerial guidance to less experienced supervisors
• Proven track record in operating with a hig

Qualifications: BA in International Business with 9 years of Experience

• Multi-tasking and has strong relationship management skills
• Proactive and collaborative, and has strong communicative skills
• Has a commercial mindset
• Knows the ins and outs of QuickBooks and experience in a B2B environment
• Have deep experience in alternative funds servicing, 
• Ability to demonstrate a passion for client servicing, and evidence of previous success in developing, engaging, and motivating teams.
• Have strong leadership skills and team orientation 
• Ability to act as a positive change agent as business and industry continue to evolve in a rapidly changing environment.
• Excellent written and oral communication, excellent presentation skills, ability to personally organize, set priorities, and influence others
• Ability to remain calm under pressure.

Qualifications: BS in Business Administration with 4 years of Experience

• Have account management experience in digital marketing
• Proven track record in operating with a high level of energy, commitment, and enthusiasm to take on a challenging role with cross-functional team commitments
• Demonstrated understanding of common client products, tools, and processes
• Proven leadership and team motivation skills
• Experience in managing cross-team projects to completion
• Excellent written and oral communication, excellent presentation skills, ability to personally organize, set priorities, and to influence others
• Demonstrated understanding of common client products, tools, and processes
• Identify procedures and resolution channels to effectively resolve key issues.
• Strong analytical, data management skills and strategic problem-solving skills
• Enthusiasm to take on a challenging role with cross-functional team commitments

Qualifications: BS in Management with 5 years of Experience

• High level of experience managing projects in the virtual events/webcasting industry, account managing, client services, and/or technical projects/programs
• Experience of working in customer-facing roles, ideally in a support/service capacity or comparable issue resolution role.
• Experience in SaaS product environment
• Motivated self-starter with the ability to complete tasks and meet multiple objectives on deadline with no supervision
• Ability to work a flexible schedule based on client needs and live event schedules
• Effectively collaborates across multiple teams, within a variety of cultures
• Displays a professional sense of urgency
• Develop team (sub) culture through a collaborative process that aligns with the company’s core values
• Proven track record delivering through influence and leadership of virtual, cross-functional teams.
• Demonstrated experience and understanding of technology, software, and cloud-based markets

Qualifications: BS in Finance with 3 years of Experience

• Experience in a client-facing Client Services or Project Manager role, managing multiple projects at any one time.
• Proven ability to be able to build good rapport and chemistry, nurturing and developing relationships.
• Proven experience in working collaboratively with team, clients and external partners.
• Excellent verbal, written, and presentation skills.
• Confident communicator, naturally comfortable working with all levels of stakeholders.
• Excellent listening skills, the ability to hone in on and clarify key requirements of a project.
• Must have a passion for quality and an eye for detail, quality must be at the focus of every stage of a project.
• Ability to run projects on time, spotting any potential delays and taking action to minimize these.
• Good digital understanding and a willingness to build knowledge of product and service offering.
• Comfortable working with numbers and discussing basic statistics.

Qualifications: BS in Economics with 4 years of Experience