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Manager Client Experience and Continuous Improvement
Tampa, FL, USPosted Yesterday
remote
Job Description
The Manager, Client Experience & Continuous Improvement will support the design, execution, and continuous improvement of Paradigm’s centralized issue tracking and management process within Salesforce. This role is responsible for ensuring client issues and requests are accurately triaged, efficiently routed, actively managed, and resolved in a timely manner, while driving visibility into trends, root causes, and systemic improvements.
This is a player-coach role requiring both hands-on execution and strategic leadership, combining operational oversight (intake governance, monitoring, reporting) with ownership of process design, scalability, analytics, and continuous improvement.
In addition, this role will actively support and participate in key Customer Experience (CX) initiatives as determined by the SVP of Customer Experience, contributing to broader efforts to enhance client experience, strengthen cross-functional alignment, and drive enterprise CX maturity.
*This is a hybrid position in the Tampa office location
DUTIES AND RESPONSIBILITIES:
Intake Governance
Responsible for intake and queue governance for inbound client issues
Establish and enforce triage standards, SLAs, and governance
Ensure issues are accurately classified, prioritized, and routed based on defined standards and business impact
Case Monitoring & Resolution Management
Monitor active issues to ensure timely progress, resolution, and adherence to SLAs and escalation protocols.
Proactively identify stalled or at-risk cases and intervene
Partner with Account Management, Operations, and Product teams to remove barriers
Continuous Improvement & Root Cause Resolution
Identify root causes, recurring trends, and systemic improvement opportunities.
Ensure accurate documentation and tracking of corrective actions in Salesforce.
Partner cross-functionally to implement process, workflow, and system improvements.
Drive scalable solutions that improve efficiency, reduce issue recurrence, and enhance customer outcomes.
Salesforce Process & Reporting Ownership
Own Salesforce case management design enhancements, including: Fields, workflows, routing rules, and dashboards
Develop and maintain reporting on issue volume and trends, resolution timeliness, root cause distribution, and repeat issues / systemic defects.
Leverage issue data to identify emerging risks, inform prioritization, and influence enterprise decision-making
Translate insights into actionable recommendations for leadership
Rollout & Scaling Across Products
Lead expansion of issue tracking across additional products and business lines
Develop standardized onboarding approach for new teams
Ensure consistency while accommodating product-specific nuances
Metrics, Governance & Executive Reporting
Define and manage KPIs for issue management performance
Publish recurring dashboards and executive summaries to stakeholders
Support CX Council / Steering Committee with insights and recommendations
Training, Adoption & Change Management
Develop training materials and SOPs for issue management processes
Lead training sessions for internal teams
Champion adoption and proper usage of the issue tracking system
Act as the voice and advocate of the process
Customer Experience (CX) Initiative Support
Actively participate in and support key CX initiatives as determined by the SVP of Customer Experience
Contribute to cross-functional CX programs, including, but not limited to, Voice of Customer (VoC), journey mapping, experience improvement initiatives, and customer health and risk identification programs
Provide issue tracking insights to inform enterprise CX strategy and prioritization
Partner with CX leadership to ensure alignment between issue management outputs and broader experience transformation goals
Team Leadership (Future-State)
Build and lead a team of issue management analysts/coordinators
Establish roles, responsibilities, and performance standards
Provide coaching and oversight as the function scales.
Operational Expectations & Standards
Maintain reliable and predictable attendance during scheduled work hours or core business hours.
Travel occasionally for meetings, training, or business-related activities.
Utilizes AI tools to support day-to-day tasks, improve efficiency, and enhance output quality. Adopts new technologies as trained and applies them in alignment with established processes and guidelines.
Demonstrates a customer-first mindset by reinforcing expectations of all employees as drivers of customer excellence by actively fostering engagement, clarity, accountability, and support, recognizing that a positive and consistent employee experience directly influences service quality and customer outcomes.
Responsible for complying with Paradigm Information Security requirements and policies, for safeguarding Paradigm or Paradigm related passwords, and for notifying Paradigm of any Information Security incidents per policy SEC 10-12 Information Security Incident Management.
QUALIFICATION REQUIREMENTS:
Education
Bachelor’s degree in Business, Operations Management, Healthcare Administration, Information Systems, or related field required
Equivalent combination of education and relevant experience will be considered
Lean / Six Sigma certification (Green Belt preferred)
Experience:
7+ years of progressive experience in operations, customer experience, issue/case management, or process improvement role within workers’ compensation
Demonstrated experience with Salesforce case management (or similar CRM platforms), including reporting and workflow design
Experience with data visualization tools (e.g., Tableau, Power BI)
Proven ability to design, implement, and scale operational processes in a cross-functional environment
Strong analytical skills with the ability to translate data into actionable insights and executive-level reporting
Experience with root cause analysis and driving continuous improvement initiatives
Ability to influence and drive accountability across cross-functional teams without direct authority
Experience leading process adoption, training, and change management initiatives
Strong organizational and prioritization skills, with the ability to manage multiple priorities and make sound decisions in fast-paced, ambiguous environments
Excellent communication skills, including the ability to present complex information clearly and concisely to both operational and executive audiences
Demonstrated critical thinking, problem-solving, and sound judgment, particularly in triage and escalation scenarios
High level of ownership, accountability, and attention to detail, with a proactive and solution-oriented mindset
Strong collaboration and relationship-building skills, with a customer-centric approach to problem-solving
Familiarity with customer experience (CX) concepts such as Voice of Customer (VoC), journey mapping, or customer health metrics
Experience managing or supporting enterprise initiatives or multi-phase rollouts
Prior supervisory or team leadership experience required
Core Competencies:
Operational Execution & Process Management - ability to design, implement, and manage structured workflows, ensuring consistent execution, SLA adherence, and data integrity.
Analytical Thinking & Insight Generation - ability to analyze data, identify trends and root causes, and translate findings into actionable insights that drive operational and customer experience improvements.
Continuous Improvement & Problem Solving - applies structured problem-solving approaches to identify systemic issues, reduce repeat defects, and drive sustainable process enhancements.
Salesforce & Systems Acumen - proficient in leveraging Salesforce (or similar platforms) to support case management, workflow automation, and reporting; able to translate business needs into system solutions.
Cross-Functional Collaboration & Influence - builds strong partnerships across Operations, IT, Product, and Client-facing teams; effectively drives alignment and accountability without direct authority.
Customer-Centric Mindset - maintains a strong focus on client experience by connecting issue resolution efforts to broader customer impact and experience improvement opportunities.
Communication & Executive Presence - communicates clearly and concisely across all levels; able to present complex information in a structured, executive-ready format.
Change Management & Adoption Leadership - drives adoption of new processes and tools through training, communication, and reinforcement; effectively leads teams through change.
Ownership & Accountability - takes full ownership of outcomes, proactively identifying risks, driving resolution, and following through on commitments with a high level of accountability.
Organizational Agility & Prioritization - effectively manages competing priorities, adapts to changing business needs, and maintains focus in a dynamic, evolving environment