Client Experience Lead
Peak Retirement Planning, Inc. · Columbus, OH · 3 wk ago
On-siteAdministrative$70k–$120k/yrFull-time
What We Look For
- A+ Player
- Elite at what they do
- Extremely hard worker
- Gritty
- Gets things done
- Internal need to succeed
- Does not need to be told twice what to do
- Foxhole Team Member
- Has a servant's heart and a purpose bigger than themselves
- Will help a team member fix a flat on the side of the road at 6am
- Goes above and beyond to provide a "White Glove Service" to our clients
- Rocketship Mentality
- Excited to join a fast-growing startup with extreme upside
- Growth Mindset in all areas of life - professionally, personally, physically, and spiritually
- "Lifer" - those who want to work with us for 30+ years (not just a 9-5 job)
- Bring experience as a Client Experience Lead or similar role
- Ensure every client interaction is warm, welcoming, and exceeds expectations
- Oversee and manage the Client Experience team, maintaining service excellence
- Greet clients and ensure they feel appreciated and valued during every visit
- Plan and coordinate client events, appreciation initiatives, and office visits
- Maintain a polished, professional, and organized office environment
- Anticipate client needs and address concerns before they arise
- Continuously evaluate and improve internal processes that impact the client journey
- Columbus, Ohio, United States
- $70,000 - $120,000 per year
- Not specified