Neil Schroeder
Entrepreneur | Service/Operations Executive | Impact Leader |
- Role
- Client Success Leadership at Equity Trust Company
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Neil Schroeder
Operations and client success executive with 20+ years of leadership experience turning…
Experience
Client Success Leadership
Apr 2024 — Present · Westlake, OH, US
As a Client Success Leader, I head a dynamic team of Client Success Managers to ensure the delivery of exceptional service to Institutional clients while adhering to corporate, regulatory, and operational controls. My role involves mentoring and developing team members, setting clear performance objectives, and overseeing client interactions to ensure smooth communication and high-quality client experiences.• Serve as the primary point of contact for internal partners and Institutional clients, addressing escalated issues and ensuring timely resolution.• Collaborate on strategic solutions to enhance client satisfaction and improve service delivery.• Partner with sales leadership and other stakeholders to analyze key performance metrics and drive client retention and growth.• Optimize client engagement models to support adoption of new products and services.• Act as a subject matter expert in documenting procedures, training materials, and contributing to team development.With over 10 years of supervisory experience in the Customer Success field and a background in the financial services industry, I am committed to driving team performance, building strong client relationships, and contributing to the overall success of Equity Trust Company.Skills: Customer Service Management · Team Leadership · Time Management · Developer of People · Public Speaking · Operational Improvement · Regulatory Compliance · Technology · Operations Management · Business Networking · Management · Communication · P&L Management · Financial Services · Team Building · Insurance · Team Management · Organizational Development · Customer Support · Leadership Development · Financial Reporting · Process Optimization · Internal Communications · Innovation · Microsoft Office · Risk Management · Customer Satisfaction · Employee Culture · Project Management · Sales · Culture Change
Education
Western Michigan University
Bachelor of Arts - BA
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