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Manager Client Experience
Manager Client Experience-March 2024
Sun Prairie
Mar 28, 2026
About Manager Client Experience

  JOB REQUIREMENTS: Duties and Responsibilties of Job: Compeer Financialis seeking collaborative, innovative and dynamic professionals to be apart of our Top Workplace culture! Tell me more about this opportunity.Position Overview: This position is responsible for designing andmanaging the end-to-end omni channel client journey mapping across avariety of client moments in our ecosystem. The incumbent works closelywith cross-functional teams, including marketing, business process,product, digital, call center and sales leadership to develop andexecute data-driven strategies and the A/B test process to deliver ameasurable improvement to the client experience and businessprofitability. Defines reporting requirements and analyzes data to driveclient experience scores improvement throughout the prospect and clientjourneys. Essential Functions: * Builds foundational quality processesand disciplines, and drives sustained execution through every step ofthe client journey. * Develops listening points in the client journey,leverages segmentation of client base and varying strategies, andidentifies opportunities for continuous improvement. * Identifiespotential linkages of data between engagement channels and sales agentsystems (COMPASS, Ag Lending, etc.) to drive improved resolution ofclient or prospect intent. * Leverages project and process managementexperiences to ensure activation of defined opportunities and the fullcapture of the business benefits. * Leads the design process, monitorsand documents the end-to-end omni channel client journey mapping acrossprospect and client experiences. * Collaborates cross functionally withmarketing, legal, research, product and sales leadership teams toeffectively set and communicate business strategy and attain necessaryapproval to execute. * Actively leads the development of strategies toenhance client experience across all segments while collaborating withkey senior leaders. * Influences key leadership to challengeconventional practices and instill client insights into thedecision-making processes. Minimum Qualifications & Required Knowledge,Skills and Abilities: * Bachelor\'s degree in business administration,finance, economics, agribusiness or related field or an equivalentcombination of education and experience sufficient to perform theessential functions of the job. * Minimum of 7 years of experience inleading CX mapping, project and process improvement initiatives. *Three to five years of leadership and management experience preferred.* Proven track record in CX mapping, UX design and performancemanagement. * Advanced project and process management skills to drivethe journey mapping as well as the activation execution. * Advancedfinancial acumen to size initiatives and determine where to prioritizetime to improve the client experience. * Advanced experience buildingor supporting differentiated tiers of service or unique client segments.* Strong ability to design and implement effective and measurableclient experiences, excellent project management skills, and experiencein omni-channel engagements for a considered purchase such as financialservices. * Advanced ability to measure, test, analyze, build, andstandardize quality processes to dramatically improve organizationalperformance. * Strong communication skills, expresses ideas fluentlyand logically, is open to input. * Ability to create an atmosphere ofopenness and trust, collaboration and offers support and encouragement.Passionate about customer experience excellence. * Proven experience ofusing data to drive your decision making, create plans an affect change.* Advanced organizational skills; able to create plans, manageprojects, working to deadlines and changing priorities. * Strong trackrecord of creating and delivering str To view the full job descriptionplease use the link below.https://www.aplitr k.com/?adid=YmJnZW5lcmljLjY2NjU2Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t***** APPLICATION INSTRUCTIONS: Apply Online:https://www.aplitrak.com/?adid=YmJnZW5lcmljLjY2NjU2Ljg3NzBAY29tcGVlcmNvbXAuYXBsaXRyYWsuY29t

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