Client Services Advisor

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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 UK Chair and membership base.

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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.

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VISTAGE EMPLOYEE LIFE*
Vistage’s success is anchored by a unique culture which 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 UK Office sits in Hedge End, Southampton while out US headquarters sits in San Diego, California. The Hedge End office features an open, modern aesthetic with lots of collaboration spaces and an onsite tea room.
- **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 as well as access to tons of individualized development resources and a tuition reimbursement program.
- **We invest in you.** **Our employee benefits program incredibly generous We offer life insurance of 4 times your base salary up to a maximum £1,250,000 benefit. Take care of your financial future with a pension plan where employees are automatically enrolled at a 5% contribution, and matching of 4%. You’ll also start with 20 days annual leave to allow you to relax and recharge... employees receive additional annual paid days off based on tenure. All employee’s also have access to our Employee Assistance Program, Travel Emergency Service, and more
- **We keep it fun **Whether you’re enjoying office celebrations, 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 along with 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 several times a year to fuel his informal employee chats

Vistage’s culture and sense of mission drives 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?

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ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned*.

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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.

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- 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.
- Periodically attend group meetings, Vistage Conferences, and marketing events. This may involve travel local to San Diego and within the US.

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EDUCATION & EXPERIENCE*
- Strong customer service skills; ability to interact with C-level clientele.
- Project management or business development background preferred.
- Previous experience in solution selling/relationship selling to C-suite clients
- 5+ years’ experience with inside