Vice President of Advanced Planning at Fidelity, responsible for financial and estate planning for high net worth clients. Leading comprehensive planning engagements with client interactions and team support.
About the role
- Head of Hollander at Solera, responsible for sales growth and customer retention strategies. Leading teams and representing the brand at key industry events.
Responsibilities
- Drive sales and retention strategies that maximize customer lifetime value and exceed annual performance targets.
- Oversee key account relationships, personally engaging with at-risk or strategic customers to secure retention and expansion.
- Represent Hollander at SAC, ARA, eBay, and other industry events to strengthen brand presence and build strategic partnerships.
- Track, analyze, and report on performance metrics across all stages of the customer journey to inform executive decision-making.
- Lead, recruit, and develop a high-performing account management and sales team, fostering a culture of accountability and excellence.
- Provide mentorship and coaching that improves retention outcomes, customer satisfaction, and overall sales performance.
- Set, monitor, and enforce performance KPIs aligned to bookings, onboarding, and retention goals.
- Ensure CRM discipline and accurate pipeline management in Salesforce.
- Collaborate with Product, Marketing, and Customer Support to align on messaging, go-to-market execution, and customer engagement strategies.
- Identify risks, whitespace opportunities, and process improvements through data-driven analysis.
- Champion best practices in onboarding, customer consultation, and product adoption.
- Serve as the primary voice of Hollander’s customer base in cross-functional leadership forums.
- Partner with internal teams to ensure customer needs inform product strategy and business priorities.
- Deliver regular performance updates and insights to senior leadership, aligning execution with Hollander’s long-term growth strategy.
Requirements
- Bachelor’s degree (preferred) in business, sales, marketing, or a related field.
- 10+ years of proven experience in sales leadership, customer retention, or account management.
- Track record of exceeding performance targets (current performance 108% to plan for FY26).
- Strong executive presence with the ability to represent Hollander externally at industry events and with customers.
- Exceptional communication and interpersonal skills, with the ability to influence at all levels.
- Proven ability to develop and execute customer-focused growth and retention strategies.
- Experience leading cross-functional teams in a dynamic, transformative business environment.
- Willingness to travel as needed to represent Hollander globally.
Benefits
- Health insurance
- Retirement plans
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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