Manager Client Digital Experience

Posted 14 Days Ago
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4 Locations
In-Office
116K-156K Annually
Senior level
Fintech • Financial Services
The Role
Responsible for executing client experience strategies to enhance engagement and satisfaction on digital platforms, while managing and developing a team.
Summary Generated by Built In

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

Where you will work: This position offers a hybrid work option up to 50% remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make:  This position is responsible for executing client experience strategies that drive engagement and satisfaction across the organization's client digital platforms. The incumbent plays a key role in aligning client experience activities with business objectives through team management and client analysis. Fosters a culture of collaboration and continuous improvement, guiding their team to achieve operational goals and enhance the client's journey through the organization's digital offerings.

A typical day: 

  • Supports the brand; aligns with the vision, mission, and values of the organization.
  • Hires, develops, motivates, coaches, evaluates, trains, and rewards team members.
  • Provides clear and timely communication and feedback on expectations and goals.
  • Promotes a positive work environment that leverages the talents and abilities of team members in achieving organizational and team goals.
  • Assists in defining team’s goals and monitors progress toward objectives.
  • Builds and develops a team, fostering a culture of learning and improvement.
  • Provides coaching and mentorship to team members, supporting career development paths and growth opportunities.
  • Implements client experience strategies aligned with business goals and technological vision, ensuring seamless interactions across digital platforms.
  • Supports the team committed to transforming the client engagement model, fostering innovation and improvement.
  • Communicates the client experience strategy for digital touchpoints, ensuring consistency and service excellence.
  • Maintains experience roadmaps to capitalize on opportunities and trends, enhancing client satisfaction.
  • Tracks product Objectives and Key Results (OKRs) to measure success and drive improvements in client interactions.
  • Collaborates with leadership to ensure alignment between digital product strategy and business strategy.
  • Partners with Engineering, Operations, and Marketing to ensure smooth product execution.
  • Facilitates cross-functional collaboration to align product teams with business stakeholders.
  • Advocates for a client-centric approach within the organization.
  • Guides business technology and business teams on product adoption and optimization strategies.
  • Communicates program status, risks, and outcomes to stakeholders.
  • Facilitates cross-functional collaboration and decision-making processes.
  • Manages expectations and negotiates priorities amid competing demands, building strong relationships with teams.

The skills and experience we prefer you have: 

  • Bachelor’s degree in business administration, marketing, computer science, engineering or related field or equivalent combination of education and experience.
  • Minimum of 7 years of experience in product management, product strategy, software or delivery development with a focus on digital products.
  • Minimum of 3 years of leadership and management experience, preferred.
  • Experience in regulated industries (banking, finance, etc.), preferred.
  • Experience in leading agile transformations.
  • Solid experience in technical and business domains.
  • Solid experience with agile planning and tracking tools (e.g., Azure DevOps).
  • Knowledge of lean portfolio management practices.
  • Ability to build effective partnerships with technology, business units, and external vendors.
  • Strong communication and leadership skills, with the ability to influence stakeholders and foster collaboration.
  • Understanding of DevOps practices and software architecture.
  • Experience with client satisfaction and engagement metric improvements.
  • Leadership skills to select, evaluate, engage, motivate, mentor, train, delegate, reward and lead remote team members.
  • Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
  • Skill in developing and maintaining interpersonal relationships.
  • Strong problem solving, decision making and organizational skills.
  • Strong computer skills, including MS Office applications, customer relationship management (CRM) programs and client databases.
  • Attention to detail and accuracy.
  • Valid driver's license.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay
$115,600$156,400 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Top Skills

Azure Devops
Crm Programs
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The Company
HQ: Sun Prairie, WI
853 Employees
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations.
By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services.
As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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