Client Success Training Specialist - Plantation, United States - Haverhill Management, LLC

Haverhill Management, LLC

Verified Company

Plantation, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Haverhill Management is searching for
Client Success Training Specialist. The Client Success Training Specialist is responsible for training and development of all new Client Success Coordinators in a Trust and Estate law firm.

This position will design, plan and implement a training program to assure successful seminars and assist in client acquisitions. The role will prepare CSCs to produce events, host seminars and promote the services of the law firm.

The firm offers a workplace where everyone feels welcomed. You will find a collaborative and enthusiastic team whose focus is to provide their clients with world-class legal services. Join our team and be part of an innovative and dynamic environment where you can make a meaningful impact.

Responsibilities:

Design, plan and implement a training program for the Firm's Client Success Coordinators; tailor training program for different jurisdictions as needed
Establish a schedule for the training program to meet all new hire needs as the firm expands
Provide a seamless onboarding experience for all new CSCs
Work with CSCs to perfect their client facing skills
Collaborate with attorneys and management to increase attendance at seminars
Provide support, feedback and direction to CSCs to ensure continued improvement
Ensure compliance in CSCs role during seminars and client acquisition
Work with Management to determine satisfactory KPI's
Work collaboratively and proactively with attorneys, marketing department, and outside vendors to plan, implement, and execute all aspects of events, meetings, and seminars.
Provide reports as necessary.
Assist in recruiting efforts for new CSCs in expanding jurisdictions
Work with marketing team to implement strategic marking initiatives
Other adhoc responsibilities as assigned

Required Skills/Abilities:

Effective communication and organizational skills
Strong problemsolving skills
Excellent project management skills and capable of working well under pressure in a fastpaced, deadlinedriven environment; ability to juggle multiple priorities
Attention to detail
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Ability to prioritize projects and multitask
Flexibility to work early mornings and late evenings
Strong sense of accountability and ownership of projects
Ability to work both autonomously when executing local events and as part of a team on general strategy
Ability to physically lift up to 15 pounds.

Education and Experience:

Bachelor's degree in Marketing, Business, Communications or related field required.
23 years of events and meeting experience
Experience in a client facing role within the legal industry is preferred.

Benefits:

Generous amounts of time away from work to promote a healthy worklife balance. We offer paid vacation to all fulltime employees in addition to observing 10 holidays annually_._
A substantial benefit package for health insurance including Medical, Dental, Vision and Life insurance at
no charge for the employee and make it available for your dependents to enroll for coverage.

_ THIS IS __NOT_**_ A REMOTE POSITION AND IS BASED IN OUR PLANTATION, FLORIDA OFFICE._