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Inspira Financial Trust, LLC

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Sr. Manager, Account Management (Finance)



This role is responsible for increasing client satisfaction, retention, and growth by efficiently delivering competitive services through a fully integrated organization staffed by knowledgeable, client-focused professionals. Maintains oversight of functions within Client Services which provides focused service from pre-sale consultation through initial post-sale client administration. Support in fostering strong, long-term partnerships with clients, consulting community and channel partners. Executes strategic and operational plan in support of business client service objectives and initiatives. Manages a team of professional employees and/or supervisors.
• Drive innovation and growth by focusing on automation and/or process improvements that can positively impact resource capacity
• Responsible for the quality and effectiveness of own team and related teams, identifying and resolving technical, operational and team problems
• Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary
• Develops, trains, evaluates, and coaches staff to provide high service excellence while ensuring quality standards are met
• Assesses individual and team performance on a regular basis and provide candid and timely developmental feedback; monitors training plans and ensure training needs are met
• Establishes a clear vision aligned with company values; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success
• Attracts, selects, and retains high caliber, diverse talent able to successfully achieve or exceed business goals; builds a cohesive team that works well together
• Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers.
• Other duties as assigned Apply
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