Position Summary:

The Director will generally manage at least five roundtables on average, complexity, and utilization. They are accountable for the client management, profitability, retention, and service delivery of their set of roundtables. As a

Director their internal and external experience will allow them to be largely independent and require minimal oversight/coaching and quality assessment review. The Director may be responsible for participating in key elements of Delivery and/or Company level initiatives.

Principal Responsibilities:

Roundtable Delivery

• Management
  • Accountable for client relationship management and engagement across all the roundtable activities
  • Accountable for revenue and expenses of their book of Roundtables
• Proactive engagement of invoice collections process, using it as an earlier indicator of attrition risk
  • Lead client retention efforts to minimize attrition
• Participate in developing and execute mitigation plans for underperforming RTs
• Maintaining client contact and relationship data integrity in SalesForce
• Accountable for the delivery of Executive meetings
  • Oversee meeting coordination and planning including communication and logistics
  • Construct detailed meeting agendas leveraging client input
  • Facilitate meeting
  • Oversee development and delivery of meeting report(s)
• Accountable for the delivery of Benchmark and Custom Surveys
  • Drive engagement and client participation
  • Oversee data quality and accuracy
  • Continuously monitor and improve the dataset to drive value for clients
• Accountable for sales support
  • Provide content support as needed to Sales team for sales opportunities
  • Pass along new leads that are found for Sales team to work
  • May be assigned new launch roundtables to be worked in partnership with Sales team
• Handle end to end process for a small number of inbound/relationship sales
• Thought leadership and advocacy
  • Provide opportunities to address industry concerns
  • Develop activities to improve overall well-being of the industry

Initiatives

• Participate as team member in initiatives that are sponsored by Ops Delivery
• May be tapped to execute “Sessions” in support of business revenue goal.

Staff Management

• Matrix-manage Associates related to:
  • Deliverable SLAs and quality for supported RTs
  • Provide subject matter knowledge transfer
• Contribute input to associates’ supervisor on performance and personal development

Skills and Education:

• Minimum of 6 years specific experience in relatable field/function. Knowledge of financial services a plus.
• Ability to work in small teams and with limited supervision
• Ability to manage people
• Experience working within an SLA environment
• Working knowledge in running a small business from end-to-end
• Excellent communication skills (both verbal and written)
• Excellent competencies in facilitating discussions for extended periods of time
• Excellent business writing
• Natural analytic capabilities
• Ability to multi-task and prioritize workload to satisfy internal and external clients

Competencies:

• Goal(s) oriented
• Team oriented
• Attention to detail
• Strong interpersonal skills
• Strong facilitation
• Strong organizational skills

Special Requirements:

• Travel between 25-40%

This position has the option to work in either ET or CT time zone.

Annual Hiring Range: $150,000-$160,000

Actual compensation offered to candidate may vary based upon geographic location, work experience, education, and/or skill level. In addition, to the base salary range listed, the position is eligible for a year-end variable bonus, payable in 1Q.  The company provides an employer contribution towards medical, dental, vision, life insurance and long-term and short-term disability.

Email your resume to careers@roundtables.us.