About the role
We are currently searching for a Director of Operations, Client Services (“CS”) to join our team. Your mandate is to manage our production implementations ensuring that we deliver a top quality service experience to our customers. You will oversee the operational activities of our client teams, ensuring that we provide an excellent customer experience in all aspects of our production engagements.
You are a seasoned operational leader, having deep experience with and/or supporting major financial institutions. You understand customer care and the importance of ensuring that deliverables are completed in a timely manner with quality. You have been in roles where you have generated value through a proactive service approach. You are passionate about excellence, and have demonstrated experience in implementing and overseeing processes to create the desired results. You are a diligent supervisor, as you will oversee RPM’s internal CS activities related to the delivery of RPM’s software to our customers.
To be successful in this role, you will have operations and/or program management experiences within the financial services industry. Ideally you have worked in the software industry, overseeing operations and/or delivery aspects of relationships with large-scale customers within RPM’s markets (banking, brokerage and mutual funds).
Responsibilities
Managing a sales funnel, including the identification of sales prospects and plans to close
Actively engaging with prospects following the RPM sales model to advance and close sales opportunities
Demonstrated ability to provide thought leadership to create client value
Preparing client sales / business case material for each sale, to assist customers in understanding the value of PRM’s solutions
Developing and maintaining excellent knowledge of RPM products and services
Meeting or exceeding sales targets by proactively selling appropriate RPM solutions to meet client needs
Developing and maintaining excellent knowledge of all assigned clients’ business, and establishing long-term relationships
Effectively managing client expectations to ensure that RPM can meet and exceed expectations
Consistently portraying a positive “service-first” attitude towards clients
Participating in the corporate forecasting process; understanding the customer’s business and technical requirements and RPM solutions / offering to meet client needs
Participating in industry events to advance RPM’s presence in the market
Experience/Educational Requirements
10+ years of experience in selling comprehensive software solutions into large client accounts.
Proven ability to successfully engage and interact with C-suite executives within our target markets: Banks, MFDA / IIROC firms, Fund Companies
Proven ability to successfully manage complex sales cycles and close business
Proven ability to communicate effectively (in writing and in presentations) to various types of stakeholders, eg business, technical, operations
Well established network of industry relationships and contacts
Solid industry knowledge of the Canadian financial services sector
University degree or college diploma in a related field
Outgoing, warm personality with superior people skills
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information, please visit www.broadridge.com.
About the role
We are currently searching for a Director of Operations, Client Services (“CS”) to join our team. Your mandate is to manage our production implementations ensuring that we deliver a top quality service experience to our customers. You will oversee the operational activities of our client teams, ensuring that we provide an excellent customer experience in all aspects of our production engagements.
You are a seasoned operational leader, having deep experience with and/or supporting major financial institutions. You understand customer care and the importance of ensuring that deliverables are completed in a timely manner with quality. You have been in roles where you have generated value through a proactive service approach. You are passionate about excellence, and have demonstrated experience in implementing and overseeing processes to create the desired results. You are a diligent supervisor, as you will oversee RPM’s internal CS activities related to the delivery of RPM’s software to our customers.
To be successful in this role, you will have operations and/or program management experiences within the financial services industry. Ideally you have worked in the software industry, overseeing operations and/or delivery aspects of relationships with large-scale customers within RPM’s markets (banking, brokerage and mutual funds).
Responsibilities
Managing a sales funnel, including the identification of sales prospects and plans to close
Actively engaging with prospects following the RPM sales model to advance and close sales opportunities
Demonstrated ability to provide thought leadership to create client value
Preparing client sales / business case material for each sale, to assist customers in understanding the value of PRM’s solutions
Developing and maintaining excellent knowledge of RPM products and services
Meeting or exceeding sales targets by proactively selling appropriate RPM solutions to meet client needs
Developing and maintaining excellent knowledge of all assigned clients’ business, and establishing long-term relationships
Effectively managing client expectations to ensure that RPM can meet and exceed expectations
Consistently portraying a positive “service-first” attitude towards clients
Participating in the corporate forecasting process; understanding the customer’s business and technical requirements and RPM solutions / offering to meet client needs
Participating in industry events to advance RPM’s presence in the market
Experience/Educational Requirements
10+ years of experience in selling comprehensive software solutions into large client accounts.
Proven ability to successfully engage and interact with C-suite executives within our target markets: Banks, MFDA / IIROC firms, Fund Companies
Proven ability to successfully manage complex sales cycles and close business
Proven ability to communicate effectively (in writing and in presentations) to various types of stakeholders, eg business, technical, operations
Well established network of industry relationships and contacts
Solid industry knowledge of the Canadian financial services sector
University degree or college diploma in a related field
Outgoing, warm personality with superior people skills
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information, please visit www.broadridge.com.