Senior Client Experience Program Manager

Reposted 8 Days Ago
Be an Early Applicant
3 Locations
In-Office
95K-147K Annually
Senior level
Fintech • Software • Financial Services
The Role
Lead and manage the NPS program to drive client experience improvements, analyzing data and collaborating with teams to enhance client satisfaction.
Summary Generated by Built In

About this Opportunity:
As a Senior Client Experience Program Manager, you will lead and manage our Net Promoter Score (NPS) program and drive client experience improvements. As a champion for our clients, you will ensure their voices are heard and their feedback is used to shape our roadmap and deliver exceptional experiences. You will have a proven ability to drive measurable improvements in client satisfaction, such as increasing NPS scores and reducing churn. You will be responsible for the end-to-end management of the NPS program, including data collection, analysis, reporting, and action planning. You will translate data insights into compelling strategies and programs, advocating for their adoption across the organization. You will collaborate with cross-functional teams to implement these programs, proactively identify and solve complex client experience problems, and enhance the overall client experience.

For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA or Lehi, UT.

For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

  • Own and manage all aspects of the Net Promoter Score (NPS) program, including survey design, deployment, data analysis, and reporting

  • Establish and track key performance indicators (KPIs) related to client satisfaction and NPS performance

  • Develop and implement strategies to improve NPS scores and overall client satisfaction, aligning with Orion's commitment to delivering exceptional client experiences

  • Analyze NPS data to identify key trends, drivers of satisfaction and dissatisfaction, and areas for improvement across Orion's suite of products and services

  • Translate data insights into compelling strategies and programs designed to enhance the client experience

  • Develop business cases and persuasive presentations to advocate for these strategies, securing buy-in from key stakeholders and leadership

  • Partner with cross-functional teams, including product, engineering, sales, marketing, and customer support, to ensure alignment and drive action on client feedback, fostering a client-centric culture across Orion

  • Collaborate with stakeholders to implement client experience improvement programs, ensuring that client feedback is integrated into Orion's strategic roadmap

  • Act as a client advocate, ensuring that client feedback is incorporated into decision-making processes across all levels of the organization

  • Build strong relationships with key stakeholders across the organization, fostering a collaborative approach to client experience management

  • Proactively communicate NPS results and insights to relevant stakeholders, ensuring transparency and facilitating informed decision-making

  • Ensure that stakeholders have the information they need to make informed decisions about client experience, empowering them to prioritize client satisfaction in their respective roles

  • Stay abreast of industry best practices and emerging trends in client experience and NPS programs, ensuring Orion's program remains cutting-edge and effective

  • Identify opportunities to enhance the NPS program and drive continuous improvement, leveraging innovative approaches to gather and analyze client feedback

  • Develop and maintain documentation related to the NPS program, ensuring knowledge sharing and consistency in program execution

  • Develop and manage the budget for the NPS program, ensuring efficient allocation of resources and tracking program expenses.

We're looking for talent who:

  • Has a minimum of 7 years of experience in program management, client experience, or a related field, preferably within the financial services industry

  • Has a minimum of a Bachelor's Degree in Business, Marketing, or related field

  • Has proven experience managing and administering NPS programs, demonstrating a deep understanding of the methodology and its application

  • Has experience with NPS vendors such as Medallia, CustomerGauge, or similar platforms, including survey design, deployment, and data analysis

  • Possess strong analytical and data interpretation skills, with the ability to extract meaningful insights from complex data sets

  • Possess excellent communication, interpersonal, and presentation skills, capable of effectively conveying information to diverse audiences and influencing decision-making

  • Has ability to work independently and as part of a team, demonstrating initiative and collaboration in a dynamic environment

  • Has experience with CRM systems and survey tools, with a preference for familiarity with tools relevant to the financial services sector

  • Preferably has a certification in Program Management (PMP, PgMP, CAPM) 

  • Possess strong project management skills with the ability to manage multiple projects simultaneously, effectively prioritizing tasks and meeting deadlines

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

#LI-AP1
#LI-Onsite
#LI-Hybrid

Salary Range:

$94,869.00 - $146,945.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

Top Skills

Crm Systems
Customergauge
Nps Platforms Such As Medallia
Survey Tools
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The Company
HQ: Omaha, NE
1,570 Employees

What We Do

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.

Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.

Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses

• • •
Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Our Social Media Disclosure: https://bit.ly/3oTnWu7

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