Skills and attributes for success· Researching tax issues to develop effective tax planning strategies· Open to all types of tax work from entity to individual· Translating complex data from a range of sources into client-ready insights and deliverables· Building effective long-term relationships wi...
This is a Team Manager position at Vice President level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We're seeking someone to join our team as a Digital Team Manager in Wealth Management Operations to lead, coach, ...
Client Services Center - Team Manager - Vice President. This is a Team Manager position at Vice President level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We’re seeking someone to join our team as a Digital Team ...
Aviation Client Services Manager/Project Manager. Ardurra is looking for an Aviation Client Services Manager/Project Manager for our growing aviation group. The individual will also be required to serve as Client Services Manager for Ardurra clients to maintain effective communication with customers...
Client Services Center - Team Manager - Vice President. This is a Team Manager position at Vice President level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We’re seeking someone to join our team as a Digital T...
The primary role of the Client Manager is to enhance client experiences, build long term meaningful client relationships and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent and commi...
Develops and maintains operations business and process plan including but not limited to labor, equipment, materials and subcontract requirements and costs. Coordinates operations activities with all other functions of the organization and suppliers to obtain optimum production and utilization of hu...
As an Account Manager - State Farm Agent Team Member for Steven Mccombs - State Farm Agent, you are vital to our daily business operations and customers success. ...
As a Manager of Client Success Management with Resource Innovations, you will lead strategy and decision-making for the Client Success team, guide client onboardings, and oversee client relationships for all RI Client Services clients. Manager of Client Success Management. We are seeking a highly sk...
Responsibilities / Job DutiesIn this role, the primary responsibilities will include (but are not limited to):* Manage a portfolio of enterprise customers serving as their primary business point of contact with high-touch engagement throughout their CX journey* Understand customers' business value d...
The Role:Our Customer Success Team is looking for a Senior Customer Success Manager to oversee, service, and grow our high value customer accounts. Maintain an accurate forecast for upcoming renewals and regularly share updates on renewal risks* Identify expansion opportunities by thoroughly underst...
We are seeking a highly motivated professional National Account Managers to develop business with new clients in allocated territories. Establish new national client accounts in designated territory. National Account Management experience is preferred. ...
At Lucid Software, our Customer Success Team is integral to ensuring our customers derive maximum value from our solutions. As trusted advisors, each Customer Success Manager (CSM) works closely with a portfolio of strategic accounts, gaining a deep understanding of their unique business objectives....
Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency ...
Western Technologies’ Environmental Project Managers work closely with the Senior Principals, Technical Experts, and Team Leaders to supervise projects, manage clients, and influence business development and growth. The Environmental Project Manager will routinely communicate with existing and...
The Operations Manager (OM) is responsible for all workflow processes and meeting the goals and objectives of the entire Facility. Communicate regularly with Branch Manager, GM or RVP of Operations to notify him or her of any potential issues, including but not limited to those relating to your job,...
Our Customer Success Managers are responsible for the customer life cycle from signature to contract extension. They ensure that our communities are successful in every phase of their customer journey. Be responsible for contributing to overall team success goals, NPS scores, and KPIs. Track process...
As a Manager of Client Success Management with Resource Innovations, you will lead strategy and decision-making for the Client Success team, guide client onboardings, and oversee client relationships for all RI Client Services clients. We are seeking a highly skilled and motivated Manager of Client ...
The ability to act with a high level of autonomy, you will be expected to take full ownership of your customer portfolio and make key decisions to drive effective customer outcomes; including deciding when to include our executive team or c-suite in customer escalations, how to de-risk or de-escalat...
The right candidate will have experience with civil infrastructure projects, and will ideally be versed in quantity take-offs, digitizing drawings, analyzing addendums, notifying the Vendors and Subcontractors of participation in a bid, preparing bid packages, interacting with trade subcontractors a...
Performs daily client procedures including but not limited to processing daily trades, assessing import errors and related fixes, and administering trade and pre-trade clearances • Performs monthly functions including, but not limited to monthly balancing. Processes timely and accurate data updates,...
Join Our Team as a Sales Manager - Work from Anywhere! Are you an experienced and motivated individual looking to elevate your career in customer service and sales management? Look no further! We are currently seeking a dynamic Manager to join our remote team and be a driving force in our succ...
The Client Relations Manager at Berkadia serves as a pivotal liaison among various stakeholders including borrowers, Servicing functional business units, Mortgage Banking personnel, trustees, investors, government agencies, and rating agencies. Manage and/or escalate complex issues that will include...
Surety Account Manager (Northwest Platform). Coordinate’s client service with Account Executive. ...
Description & Requirements We encourage you to apply for this Sr Operations Mgr / Account Manager opportunity in Georgia. Site will be in GA; travel up to 40% ***Please note that this position is contingent upon bid award*** Essential Duties and Responsibilities: - Oversee the da...