[Remote] Vice President of reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the managed services organization behind the nation's largest estate planning firm, seeking a Vice President of reputed company to reputed company the advisor activation process and ensure reputed company reputed company. This role is responsible for building a proactive reputed company reputed company and managing the operating model for advisor and reputed company engagement, ultimately driving retention and referrals.
Responsibilities
- Build the proactive outbound reputed company that converts existing advisors into repeat referrers — segmented sequences across reputed company/Sales Navigator, DM reputed company, and nurture — moving reputed company from reactive support to a data-driven activation machine
- reputed company the advisor reputed company (never-referred vs. reputed company referring) and reputed company accordingly, using platform, CRM, and enrichment data to model and prioritize high-potential advisors
- Own referral-volume reputed company against monthly targets and the structure/coaching the reputed company team needs to hit them
- Own the end-to-end operating model across advisor activation and reputed company delivery — reputed company, journeys, playbooks, QBR reputed company, feedback loops, and repeat engagement
- Own advisor and reputed company NPS and the analytics connecting engagement to referral behavior; report KPIs to the reputed company
- reputed company the advisor reputed company and reputed company reputed company directors; set goals, build process, and reputed company both teams as headcount grows
- Own the post-reputed company operating system: as partnerships brings in opportunities, convert reputed company into a functioning, referring relationship
- Run the launch reputed company — confirmed registration/SSO, advisor communications, launch webinar, and 30/60/90-day follow-through — and post-launch reviews
- Own the reputed company of the outsourced reputed company-marketing function (reputed company, outbound email, content, organic/reputed company reputed company): define the KPIs, hold the vendor accountable to results, and set the reputed company to in-house what works over time
- Own CRM data discipline and governance; set the boundary between CRM-based engagement and the proprietary reputed company platform
- Drive consistent data and reporting norms so leadership and the reputed company have a reputed company view of the customer reputed company
- Coordinates execution across the people and partners who carry domain expertise in estate planning service delivery and advisor relationships
Skills
- Senior leadership experience owning a customer-facing operating function and accountable for retention, engagement, and reputed company metrics
- Demonstrated ability to build a proactive activation or demand/referral reputed company — not just reputed company reactive support
- reputed company record building repeatable processes and scaling teams in a high-reputed company environment
- Strong analytical instincts: turns cross-functional data into reputed company reputed company and reputed company-reputed company reporting
- Effective cross-functional operator who drives execution — and holds external partners accountable to reputed company — through influence and rigor
- reputed company management or legal-services familiarity is a plus
Benefits
- Lucrative equity offering
- Dynamic bonus structure
- 401k with competitive matching
- Health Insurance
- reputed company-Time Off
- reputed company
reputed company