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Client Services Advisor

4 months ago

San Diego, United States Vistage Worldwide Full time

***

Responsible for both the customer service experience and member retention efforts for the organization, the Client Services Advisor (CSA) seeks to ensure a World class service experience for all the constituents of the Vistage-inspired community, and therefore functions as the designated single point of contact for our 800+ Chairs and our 19,000+ U.S. membership base.

**THE COMPANY**

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster, as well as for SMB leaders to maximize their impact.

**VISTAGE EMPLOYEE LIFE**

Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:

- ** Welcome to our home. **Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap From our San Diego base, we collaborate with colleagues based across the country and around the world.
- ** We sweat the details. **Our on-site gym is decked out with Peloton bikes, a Mirror workout system and plenty of other equipment to keep your workout challenging and fresh. On-site yoga classes, chair massages and smoothie days also help to keep us focused and healthy
- ** We invest in your career. **Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
- ** We invest in you. **Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Anthem Blue Cross, along with access to company-subsidized dental, vision and life insurance coverage available to employees at very low rates. Take care of your financial future with 401(k) matching funds eligibility after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off per year to allow you to relax and recharge; employees receive additional annual paid days off based on tenure.
- ** We keep it fun **Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed The office vibe is business casual with flexible schedules and the freedom to work from home in bunny slippers if that’s your thing We value mutual respect and laughter... we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts to fuel his informal employee chats

Vistage’s culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?

**QUALIFICATIONS**:
To perform this job successfully, an individual must be able to conduct each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Works collaboratively with other team members to coordinate efforts, share best practices and capitalize on opportunities.
- Works with field management to determine opportunities for market penetration.
- Makes recommendations to Manager of Client Services regarding opportunities to maximize retention.
- Serve as the ‘Corporate Advocate’ on-boarding new members of newly launched and existing Vistage peer groups, helping members during their tenure better leverage the Vistage program and conducting exit interviews to save pending member resignations.
- Service Clients (Chairs, members, speakers) with a myriad of matters, including but not limited to support, problem solving, coaching, promoting Vistage initiatives, general technical support, accounting and membership, observing a 24 hour service level agreement.
- Develop strong relationships within the Vistage community
- including Chair, members, and internal departments in order to ensure open communication.
- Attend as many team building activities, Employee Engagement/ Development Days, and any other invited Vistage community events; may occur outside of normal business hours.
- Periodical