J. J. Keller & Associates, Inc.

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Client Service Manager (Finance)



Requisition #: 19677
Functional Area: Leadership; Client Service
Employment Type: Full-Time
Work Options: In Office / Partial Remote from Neenah/Appleton/Oshkosh area #LI-Hybrid
Work Hours: Standard Work Hours

Position Summary

This senior leadership position is responsible for overseeing the activities of the assigned client service staff in Managed Services to ensure all customer requirements and deliverables are met on-time and with quality. The client service manager will act as a bridge between Managed Services clients and the service delivery team to ensure client satisfaction is delivered in balance with maintaining profitability.At the Sr. Manager level, this position will oversee multiple client service teams and must operate at a strategic level, focusing on long-term plans and strategic priorities that benefit J. J. Keller as a whole. This role will require you to reside near the corporate campus in Neenah, WI and allows the option for hybrid.

Job Responsibilities

  • Leads, develops and coaches team:
    - Provides clear expectations, feedback and recognition
    - Participates in the hiring/selection process
    - Writes and conducts performance evaluations and progress reports
    - Handles associate relations issues
  • Delivers results in line with the following key metrics/accountabilities:
    - Revenue and gross margin objectives
    -Clientloyalty and retention objectives
    - Service line Service Level Agreements (SLA's) and productivity metrics
    - Associate development and retention
  • Maintains superior client relationships by:
    - Focusingon client compliance
    - Participating in client statuscalls
    - Identifing, addressing, resolving and communicating issues in a timely manner
    - Actively participating in annual client business reviews
  • Actively participates in business planning, new service development, partnership development and other tactical processes and procedures to identify service enhancements.
  • Assists business line consultants and sales in closing complex Managed Services business, including identifying needs around service deviations required to secure business.
  • Facilitates business process improvement initiatives for the department and the company, along with building recognizable sustained improvements for the client on services that are provided.
  • Acquires and maintains expertise with state and federal DOT transportation regulations and vehicle legalization requirements. Monitors and assesses regulatory changes, communicates regulatory information to staff and clients, and assists in modifying services to accommodate regulatory changes.
  • Maintains an environment that is focused on providing high quality services and outstanding client service. Facilitates proactive account management principles, inter-service communication and business unit integration.
  • Manages expenses in line with departmental budgets and corporate business conditions.
  • Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities.
  • Adheres to the department's data security policies pertaining to FCRA, ISO 27001, and the protection of PII (Personally Identifiable Information).
  • Carries out responsibilities in a fair, ethical and non-discriminatory manner and ensure that staff follows these same guidelines.
  • Enforces and supports all company policies and procedures. Fully support the company's commitment to safety and the environment and strives to maintain a clean, healthy and safe workplace.

Qualifications

Experience:

  • 3+ years of experience in aclient-facingleadership role.
  • Prior process improvement experience required with exposure to Business Process Improvement methodologies and toolsa plus.
  • Prior experience within the transportation/vehicle legalizationindustry desirable.

Education:
  • Bachelor's Degree inbusiness-related field.
  • In lieu of bachelor's degree, additional 3 years of closely related work experience may be considered.

Other Skills/Qualifications:
  • Demonstrated ability to build rapport and maintain a positive working relationship with key client contacts.
  • Ability to develop and implement growth plans and programs.
  • Strong verbal and written communication skills.
  • Strong organizational and project management skills.
  • Independent analytical thinking skills.

Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to offsite offices, customer sites and/or industry and training events may also be required, depending on assignment.

Travel Requirement: 10%

We Protect People & The Businesses They Run™

Every associate atJ. J. Kellermakes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.

J. J. Keller History: November 1, 2023, marked 70 years of business for J. J. Keller & Associates, Inc. Click HERE to take a tour through three generations of this family-owned business - from our founding as a one -man consulting firm through decades of delivering on our purpose of protecting people and the businesses they run.

J. J. Keller Career Stories : Click HERE to hear from our associates about what they have to say about life as an associate at J. J. Keller.

J. J. Keller Earns 8th Great Place to Work Certification™: Click HERE to find out what makes J. J. Keller great.

J. J. Keller Certified as a Top 100 Most Loved Workplace® in America: Click HERE to find out why our associates LOVE working at J. J. Keller.

2024 Top Company for Women to Work for in Transportation: Click HERE to learn more about this prestigious recognition.

If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.

Professional Referral Program: Not the right role for you, but know someone who could be a great fit? Click HERE to refer them to us through ourProfessional Referral Programand you will earn acash paymentif your referral is hired.

J. J. Keller & Associates, Inc. isan Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

Nearest Major Market: Oshkosh
Nearest Secondary Market: Appleton
Job Segment: Compliance, Law, Business Process, Service Manager, Legal, Customer Service, Management Apply

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