Job Description

The Client Experience Manager will establish rapport and trust with clients through a high-touch, proactive, relationship-oriented model. He/she will manage clients during all phases of the Generational Equity process – most client interactions will be via phone conversations and email. Client Experience Managers have a client-first mentality and serve as Generational Equity process experts, trusted advisors and advocates to Generational Equity's clients. The Client Experience Manager must be able to work independently in a high-touch, high-call environment. He/she should be a business-minded, strategic thinker who is able to build relationships with business owners and  C-Level executives. This individual must be collaborative in spirit, focused on continuous improvement and be able to work with cross-functional teams to improve the overall client experience.

RESPONSIBILITIES

• Excel in a high-touch model while interacting and managing clients over the phone and via email
• Understand ideal client experience model and manage clients to these measures
• Consult with and lead Business Owners and C-level executives
• Analyze business financials and present direction to clients
• Identify, track, and resolve client issues and risks
• Understand clients’ expectations and success factors for partnership with Generational Equity
• Continuously deliver outstanding service to ensure our firm is adhering to the high standards of excellence and client expectations

QUALIFICATIONS

• A minimum of seven years in sales, business management, client experience or a related field
• Keen listening, observation and communication skills with proactive problem solving abilities
• Understanding of general business operations with ability to review and understand financial documents
• Strong written and verbal communication skills with excellent attention to detail
• Excellent organizational, time management, people management and influencing skills
• High energy, positive and proactive attitude
• Bachelor's Degree Required, preferably in Business Administration, Marketing, Accounting or related field
• Previous experience with Salesforce preferred
• Previous sales experience preferred
• Previous business ownership a plus

Company Description

Generational Equity has closed more deals in the middle market than any M&A firm, business brokers or other organization in the past decade. Coupled with our numerous awards from trusted authorities like The M&A Advisor and Inc. 500, we are firmly established as leaders in our industry. We assist owners in all areas of stock or asset sales, mergers, or divestitures. Our highly experienced Merger and Acquisition specialists provide insight and strategies on such matters as: When is the right time to sell? Should all or part of the business be sold? Is the company ready for sale, or should the focus be on building value for a future sale? For most Middle Market business owners the sale or other transition of a business is the single most important, and perhaps the largest, financial event that occurs in the life of the owner. Most Middle Market business owners do not have an exit strategy. Selling at the wrong time or without the right information can substantially lower the value of the business.