Advisor-Customer Solutions

POSITION OVERVIEW

ESSENTIAL JOB DUTIES/RESPONSIBILITIES

• Conduct analysis of complex data and information; draw comprehensive conclusions to design, develop and implement innovative solutions to solve business problems and deliver operational and customer benefits
• Lead the onboarding of new and incremental business, ensuring stakeholders meet required deadlines and customer is fully supported during the transition.
• Lead meetings to assess customer needs, promptly communicate customer needs to stakeholders, ensure stakeholders meet requirements within needed timelines and keep sales and customer updated on progress throughout the process.
• Ensure customer expectations are clearly documented and communicated to all stakeholders, gaining leadership approval where required.
• Participate in and/or lead strategic initiatives that include other functional teams, internal and external customers
• Manage and maintain progress on each project(s) to ensure deadlines and objectives are achieved, using established department processes and project trackers.
• Design strategic solutions with stakeholders; provide guidance and direction to others for successful completion of projects
• Design, lead and participate in initiatives to develop and sustain internal processes
• Serve as resource and mentor to other team members
• Comply with all applicable laws/regulations, as well as company policies/procedures