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<h3>Job Description</h3>
Job DescriptionAbout ANS&nbsp;At ANS, we’re not just a consulting engineering firm,we’re a team of trailblazers shaping the future of energy and infrastructure through civil, structural, electrical, high-voltage, and geotechnical engineering. Recognized as one of the Best Places to Work and Top 10 Hottest Engineering Firms in the US by Zweig Reports and featured in Inc. 5000’s Top 250 for our staggering 1,748% growth, we’re proud of what we’ve built and where we’re headed.&nbsp; We thrive on innovation, embrace a “best idea wins” culture, and value humility, ownership, and execution. If you excel in fast-moving environments and believe in the power of precision, this is the place for you.&nbsp; About the Role&nbsp; At ANS, relationships are the foundation of everything we do. As we grow rapidly, we’re formalizing our Commercial team to ensure our client experience scales with intention, warmth, and excellence. We’re looking for Client Relations Managers who are passionate about people and who thrive in environments where trust, collaboration, and long-term partnerships matter.&nbsp;&nbsp;This role is ideal for someone who sees client care as a craft: someone who listens deeply, communicates clearly, and builds lasting relationships that reflect the values ANS was built on. You’ll work closely with our Commercial Team Lead, Business Development, and Proposal Writing teams to ensure our clients feel supported, understood, and excited to work with us every step of the way.&nbsp; WHAT YOU'LL DO:Build &amp; Nurture Client Relationships
<ul>
<li>Serve as the primary point of contact for assigned clients, ensuring consistent communication and a high-touch experience&nbsp;</li>
<li>Understand client goals, preferences, and pain points to proactively offer solutions and support&nbsp;</li>
<li>Maintain long-term relationships that foster trust, loyalty, and repeat business&nbsp;</li>
</ul>
Collaborate Across the Commercial Team
<ul>
<li>Partner with Business Development to transition new clients smoothly into ongoing relationships&nbsp;</li>
<li>Work with Proposal Writers to ensure client needs are accurately reflected in proposals and scopes&nbsp;</li>
<li>Coordinate with internal teams to keep projects aligned with client expectations&nbsp;</li>
</ul>
Strategic Account Management
<ul>
<li>Track client satisfaction, engagement, and feedback to identify opportunities for improvement&nbsp;</li>
<li>Monitor account health, flag risks early, and help resolve issues with empathy and urgency&nbsp;</li>
<li>Contribute to account planning and growth strategies alongside the Commercial Team Lead&nbsp;</li>
</ul>
Scale the ANS Way
<ul>
<li>Help formalize systems and processes that preserve our relational approach as we grow&nbsp;</li>
<li>Bring creativity and intentionality to client touchpoints—from kickoff calls to milestone celebrations&nbsp;</li>
<li>Represent ANS’s values in every interaction, making clients feel like part of the family&nbsp;</li>
</ul>
WHAT WE ARE LOOKING FOR
<ul>
<li>A people-first mindset with strong emotional intelligence and communication skills&nbsp;</li>
<li>Experience in account management, client services, or relationship-based roles&nbsp;</li>
<li>Ability to manage multiple client relationships with care, clarity, and consistency&nbsp;</li>
<li>Proactive problem-solver who thrives in fast-paced, evolving environments&nbsp;</li>
<li>Familiarity with engineering, renewable energy, or professional services is a plus- but not required&nbsp;</li>
<li>Someone who genuinely enjoys connecting with others and making work feel human&nbsp;</li>
<li>High School Diploma&nbsp;</li>
<li>Prior experience in renewable energy, consulting engineering, or related field&nbsp;</li>
<li>Ability to travel to client offices, when needed (up to once per month)&nbsp;</li>
</ul>
Benefits: 401(k)Dental insuranceHealth insurancePaid time offVision insuranceReady to join us?At ANS, you’ll join a team that values creativity, collaboration, and community. Whether you’re hosting a client lunch, managing communications between our teams, or celebrating a project win, you’ll be part of a company that believes relationships are the real bottom line.&nbsp;&nbsp;&nbsp;
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Account Manager

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as &nbsp;Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities
<ul>
<li>Provide our customers with world-class customer service. Help resolve questions or concerns.</li>
<li>Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on.&nbsp;&nbsp;</li>
<li>Effectively manage a pipeline of projects to completion</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities&nbsp;&nbsp;</li>
<li>Analyze data and spot trends</li>
<li>Conduct monthly partner due diligence checks</li>
</ul>
Required Skills, Knowledge and Abilities
<ul>
<li>Strong ability to multi-task</li>
<li>Ability to work independently</li>
<li>Effectively interact with high profile partners</li>
<li>Excellent written and verbal communication skills</li>
<li>Knowledge in solar, mortgage and finance</li>
<li>Ability to manage projects from start to finish</li>
<li>Diligent record keeping</li>
<li>Superior customer service skills</li>
<li>Proficient with Excel and analyzing data</li>
</ul>
Compensation: $24.04/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our&nbsp;Employment Privacy Policy&nbsp;and&nbsp;Recruiting Policy on AI.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Support Manager

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as &nbsp;Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties and Responsibilities
<ul>
<li>Provide our customers with world-class customer service. Help resolve questions or concerns.</li>
<li>Strategically partner with installers on ways to improve the customer experience. Be a supportive and collaborative partner our installers can rely on.&nbsp;&nbsp;</li>
<li>Effectively manage a pipeline of projects to completion</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities&nbsp;&nbsp;</li>
<li>Analyze data and spot trends</li>
<li>Conduct monthly partner due diligence checks</li>
</ul>
Required Skills, Knowledge and Abilities
<ul>
<li>Strong ability to multi-task</li>
<li>Ability to work independently</li>
<li>Effectively interact with high profile partners</li>
<li>Excellent written and verbal communication skills</li>
<li>Knowledge in solar, mortgage and finance</li>
<li>Ability to manage projects from start to finish</li>
<li>Diligent record keeping</li>
<li>Superior customer service skills</li>
<li>Proficient with Excel and analyzing data</li>
</ul>
Compensation: $21/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our&nbsp;Employment Privacy Policy&nbsp;and&nbsp;Recruiting Policy on AI.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

<h3>Job Description</h3>
Job DescriptionAbout the PositionClient Success Managers (CSMs) have a passion for assisting people in making the most effective and efficient use of SaaS products in their day-to-day. Technologically savvy and unafraid of online platforms, CSMs are “product evangelists” focused on encouraging and driving product adoption and usage, thus, streamlining our customers’ day-to-day workflow. Through a combination of industry expertise, product knowledge, and client-management skills, the CSM partners with the Account Management team to solve specific client needs, identify potential gaps in service, and provide both on-site and virtual product training sessions. Working in a fast-paced environment, CSMs manage and coordinate the onboarding and implementation processes for a variety of policy-focused clients ranging from associations, corporations, issue-based nonprofits, law firms, federal/state agencies and more.&nbsp; In addition to training and supporting clients, the CSM assists with designing and delivering internal sales and product training as needed. About the TeamThe FiscalNote Client Success team is dedicated to providing a holistic, supportive experience to our clients. From onboarding to crafting strategic best practices to comprehensive technical support, the team strives to put the clients’ needs first every day. We are dynamic, hard-working, and driven individuals who thrive in an open team structure where there are constant learning opportunities and room for growth. For us, client success is about taking on new challenges, helping our clients as much as possible, and having fun while we do it. About YouYou are self-motivated and technically savvy. Your intellectual curiosity and attention to detail often drive your desire to know the ins and outs of any topic, product, and process you encounter.&nbsp; A proven presenter, you are confident, well-spoken, and able to communicate effectively at all levels. You are unafraid to think quickly on your feet, making in-the-moment presentation changes to ensure your audience’s education needs are met.&nbsp; You excel in a fast-paced, technology-driven environment and are comfortable working as both an individual contributor and a team player. While this position is open to remote, DC Hybrid would be preferred if possible. #LI-HR1What To Expect In This Position
<ul>
<li>Manage a portfolio of accounts, ensuring their training and account configuration needs are met and lead to product adoption and renewal</li>
<li>Demonstrate mastery in all products within the Public Policy/Issues Management and Advocacy lines of business (currently 5 core products)</li>
<li>Deliver on-site (as applicable) and webinar training for our full product suite across all clients</li>
<li>Leverage ChurnZero to proactively focus on customers to reduce risk and drive product adoption and usage</li>
<li>Analyze clients’ current usage of products and suggest "best practices" that increase customer efficiency and effectiveness</li>
<li>Build and maintain strong relationships with influential site contacts at assigned client organizations to ensure customer satisfaction</li>
<li>Understand the challenges and pain points of a client and be able to translate how our tools can help solve those</li>
</ul>
What Sets You Apart
<ul>
<li>2+ years experience and proven success in delivering consultative trainings for a SaaS product&nbsp;</li>
<li>Superior presentation skills</li>
<li>Experience conducting effective consultative conversations</li>
<li>Demonstrated ability to manage multiple client relationships across a number of different product combinations&nbsp;</li>
<li>Strong written and verbal communication skills</li>
<li>Ability to work independently while embracing a close knit team environment</li>
<li>Proven success with troubleshooting and problem solving</li>
<li>Experience with technical implementation of software (preferred)</li>
<li>Familiarity with Salesforce or equivalent CRM tool (preferred)</li>
<li>Knowledge of the legislative and policy arena (preferred)</li>
</ul>
Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply!When applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact <a href="mailto:recruiting.team@fiscalnote.com" target="_blank">recruiting.team@fiscalnote.com</a>, we'd be happy to connect! As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to <a href="mailto:recruiting.team@fiscalnote.com" target="_blank">recruiting.team@fiscalnote.com</a> to let us know the nature of your request. About FiscalNote&nbsp;FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. Home to CQ, FrontierView, Oxford Analytica, VoterVoice, and many other industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk. At FiscalNote, we Lead with ValuesKnow your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family&nbsp; FiscalNote is continuing to hire&nbsp;new talent,&nbsp;with all interviewing and on-boarding done virtually due to COVID-19.&nbsp; New&nbsp;team members, along with our current staff, will temporarily work&nbsp;remotely (unless communicated otherwise).&nbsp;&nbsp; Company BenefitsFiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we’re all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at <a href="https://careers.fiscalnote.com/benefits/" target="_blank">https://careers.fiscalnote.com/benefits/</a>. FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer. FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit&nbsp;<a href="http://www.DHS.gov/E-Verify" target="_blank">www.DHS.gov/E-Verify</a>.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Success Manager

<h3>Job Description</h3>
Job DescriptionAbout Certify:At CertifyOS, we're building the infrastructure that powers the next generation of provider data products, making healthcare more efficient, accessible, and innovative. Our platform is the ultimate source of truth for provider data, offering unparalleled ease and trust while making data easily accessible and actionable for the entire healthcare ecosystem. What sets us apart? Our cutting-edge, API-first, UI-agnostic, end-to-end provider network management platform automates licensing, enrollment, credentialing, and network monitoring like never before. With direct integrations into hundreds of primary sources, we have an unbeatable advantage in enhancing visibility into the entire provider network management process. Plus, our team brings over 25+ years of combined experience building provider data systems at Oscar Health, and we're backed by top-tier VC firms who share our bold vision of creating a one-of-a-kind healthcare cloud that eliminates friction surrounding provider data. But it's not just about the technology; it's about the people behind it. At Certify, we foster a meritocratic environment where every voice is heard, valued, and celebrated. We're founded on the principles of trust, transparency, and accountability, and we're not afraid to challenge the status quo at every turn. We're looking for purpose-driven individuals like you to join us on this exhilarating ride as we redefine healthcare data infrastructure. About the role: Join Certify as a Client Success Manager (CSM) to drive client satisfaction, retention, and growth in a fast-paced, dynamic environment. In this critical role, you’ll orchestrate complex client projects, navigate ambiguity with confidence, and build strong relationships with enterprise clients to transform challenges into successes. You’ll excel at managing multiple high-stakes accounts, leveraging data-driven insights, driving client expansion opportunities, and collaborating across teams to deliver exceptional client experiences. If you’re passionate about leading through complexity, driving impactful outcomes, and thriving under pressure, this is your opportunity to make a difference. What You’ll Do
<ul>
<li>Build Client Relationships: Foster trust and loyalty by understanding clients’ business objectives and aligning Certify’s solutions to their goals</li>
<li>Serve as Primary Contact: Act as the go-to resource for client inquiries, delivering timely, effective solutions to ensure satisfaction</li>
<li>Lead Complex Client Projects: Spearhead client initiatives with strong project management, ensuring timely delivery, risk mitigation, and alignment with strategic goals</li>
<li>Drive Retention and Expansion: Proactively identify at-risk clients, implement strategies to reduce churn, and uncover opportunities for account expansion to fuel Certify’s growth</li>
<li>Master Product Expertise: Develop deep knowledge of Certify’s platform to guide clients in maximizing value and achieving success</li>
<li>Leverage Client Feedback: Collect and analyze client feedback to inform product enhancements, collaborating with product and development teams to prioritize client needs</li>
<li>Deliver Training and Resources: Design and lead engaging training sessions, webinars, and resources to empower clients in using Certify’s solutions</li>
<li>Monitor and Report KPIs: Track and analyze key operational and performance metrics and present actionable insights to client and Certify leadership</li>
<li>Collaborate Cross-Functionally: Partner with sales, implementation, operations, and product teams to ensure a seamless client journey, swift issue resolution, and successful expansion initiatives</li>
</ul>
What You’ll Need
<ul>
<li>4+ years of experience in consulting, client success, account management, or a related role, preferably with enterprise clients</li>
<li>Exceptional project management skills, with a proven ability to lead complex initiatives, manage resources, and deliver results in high-pressure settings</li>
<li>Strong ability to navigate ambiguity and complexity, with a track record of solving problems in fast-paced, dynamic environments</li>
<li>Proven ability to manage multiple high-value accounts while delivering exceptional client experiences and driving expansion opportunities</li>
<li>Strong analytical skills to interpret data, identify trends, and drive strategic decisions, including growth initiatives</li>
<li>Excellent communication and presentation skills, with experience leading client-facing training or webinars</li>
<li>Collaborative mindset with a track record of working effectively across cross-functional teams</li>
</ul>
Why Join Certify? At Certify, you’ll join a passionate team dedicated to empowering clients through innovative solutions in a fast-paced, high-growth environment. We value collaboration, creativity, and a relentless focus on client success. As a CSM, you’ll drive meaningful impact by leading client initiatives and fostering growth in a dynamic organization. At Certify, we're committed to creating an inclusive workplace where everyone feels valued and supported. As an equal opportunity employer, we celebrate diversity and warmly invite applicants from all backgrounds to join our vibrant community.

<h3>Job Description</h3>
Job DescriptionPayabli's mission is to enable any software company to become a payments company through our payment infrastructure and monetization platform. With Payabli, software companies can make payments a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. Founded by serial entrepreneurs who built and scaled successful technology companies like RevoPay (Acquired), Seamless.com (IPO), and ServiceTitan, we're backed by top venture capital investors including Fika Ventures, Bling Capital, and TTV Capital. The Role: As a Client Success Manager at Payabli, you are the north star for our partners—their trusted advisor and advocate as they navigate their payments journey post-integration. You'll serve as the single source of truth, guiding partners to measurable success while ensuring they maximize the value of Payabli's platform. This is a strategic, relationship-driven role where you'll own a portfolio of partner accounts, acting as the bridge between their business objectives and our cross-functional teams. Whether working with banking partners, HOA management platforms, vertical SaaS companies, or other specialized industries, you'll become the subject matter expert who understands their unique challenges and opportunities. You'll proactively drive adoption, identify growth opportunities, mitigate risks, and ensure that every partner relationship is set up for long-term success. This isn't just account management—it's strategic partnership at scale. Strategic Partner Management
<ul>
<li>Own the post-integration experience for a portfolio of partner accounts, serving as their primary point of contact and trusted advisor</li>
<li>Build deep, consultative relationships with key stakeholders including executives, product leaders, and technical teams</li>
<li>Develop customized success plans that align partner business objectives with Payabli's capabilities and roadmap</li>
<li>Act as the voice of the partner internally, ensuring their needs are understood and prioritized across Product, Engineering, Sales, and Operations teams</li>
</ul>
Partner Enablement &amp; Adoption
<ul>
<li>Drive platform adoption by coordinating training, feature rollouts, and strategic touchpoints tailored to each partner's needs</li>
<li>Conduct regular business reviews to assess performance, review key metrics, and identify optimization opportunities</li>
<li>Proactively monitor partner health indicators and intervene early to address concerns or remove blockers</li>
<li>Educate partners on industry best practices, compliance requirements, and emerging payment trends relevant to their vertical</li>
</ul>
Growth &amp; Retention
<ul>
<li>Identify and execute expansion opportunities including upsells, cross-sells, and new use cases that align with partner goals</li>
<li>Ensure high retention rates by delivering measurable outcomes, maintaining partner satisfaction, and mitigating churn risk</li>
<li>Develop and execute strategies to increase transaction volume, merchant acquisition, and revenue generation for partners</li>
<li>Collaborate with Sales to support contract renewals and identify opportunities for deeper partnership engagement</li>
</ul>
Problem Resolution &amp; Advocacy
<ul>
<li>Own issue resolution from intake through resolution, coordinating with Support, Engineering, and Operations as needed</li>
<li>Manage escalations with urgency and transparency, keeping partners informed throughout the resolution process</li>
<li>Synthesize partner feedback and pain points to inform product roadmap decisions and service improvements</li>
<li>Navigate complex situations including underwriting challenges, funding discrepancies, and integration issues with confidence and composure</li>
</ul>
Data-Driven Decision Making
<ul>
<li>Track and analyze key performance indicators including partner health scores, processing volumes, approval rates, and merchant concentration</li>
<li>Provide regular reporting to partners and internal stakeholders on account performance, risks, and opportunities</li>
<li>Use data insights to make strategic recommendations and drive continuous improvement in partner outcomes</li>
<li>Maintain accurate records in CRM systems to ensure visibility and collaboration across teams</li>
</ul>
Required Experience &amp; Skills
<ul>
<li>3-5+ years of experience in Client Success, Account Management, or Strategic Partnership roles, preferably in payments, fintech, or SaaS</li>
<li>Proven track record of managing high-value accounts with measurable retention and growth outcomes</li>
<li>Strong understanding of payment processing fundamentals, merchant services, and fintech ecosystems</li>
<li>Exceptional relationship-building skills with the ability to influence and collaborate with executive-level stakeholders</li>
<li>Outstanding communication skills—both written and verbal—with the ability to simplify complex technical concepts</li>
<li>Strong analytical and problem-solving abilities with a data-driven approach to decision-making</li>
<li>Proficiency with CRM platforms, customer success tools, Excel, and business intelligence software</li>
<li>Self-starter mentality with the ability to work independently, manage competing priorities, and thrive in a fast-paced environment</li>
</ul>
Nice to Have
<ul>
<li>Experience working with vertical SaaS platforms or understanding of specific industry verticals (banking, property management, healthcare, etc.)</li>
<li>Technical aptitude with APIs, integrations, or software implementation</li>
<li>Experience with customer success platforms like Gainsight or ChurnZero</li>
<li>Knowledge of payment compliance, underwriting processes, or risk management</li>
<li>Background in consulting, strategic operations, or business development</li>
</ul>
Who You Are
<ul>
<li>A Problem Solver: You love "running to the fire" and view challenges as opportunities to add value</li>
<li>Customer-Obsessed: You genuinely care about your partners' success and go above and beyond to earn their trust</li>
<li>Proactive &amp; Resourceful: You don't wait for problems to escalate—you anticipate needs and take action</li>
<li>Collaborative: You work seamlessly across teams and know how to rally resources to achieve partner outcomes</li>
<li>Detail-Oriented: You understand that "little things count" and sweat the small stuff to deliver exceptional experiences</li>
<li>Growth-Minded: You're eager to learn, adapt quickly, and continuously improve your craft</li>
</ul>
Why Join Payabli? We're a values-driven company that cares deeply about our team, partners, and customers. Our north star values guide everything we do:
<ul>
<li>Team First: We invest in our people to foster a vibrant culture where we all love coming to work every day</li>
<li>Customer Love: We go above and beyond to woo customers so they write us love letters</li>
<li>Run to the Fire: We embrace difficult situations and lean in when confronted with adversity</li>
<li>Bias for Action: We operate with urgency and don't leave for tomorrow what can be done today</li>
<li>Little Things Count: We differentiate ourselves by focusing on thoughtful details</li>
<li>Truth Seekers: We seek truth above pride and ego, holding each other accountable with respect</li>
</ul>
What We Offer
<ul>
<li>Competitive base salary with strong performance-based upside potential</li>
<li>Stock options with the potential to unlock more equity as we grow</li>
<li>Flexible PTO and paid parental leave</li>
<li>Comprehensive medical, dental, and vision insurance401K with company match, HSA, and pre-tax savings programs</li>
<li>Monthly education fund to invest in your professional development and passion goals</li>
<li>Fully remote work environment with a collaborative, supportive team culture</li>
</ul>
Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Principals only.&nbsp;No external agency submissions. Candidates must apply directly; We will not accept submissions from third-party recruiters or staffing agencies. Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

<h3>Job Description</h3>
Job DescriptionClient Success Manager (Remote, Eastern US) What we believe&nbsp;In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? &nbsp;We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. &nbsp;Our role&nbsp;We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. &nbsp;What we value&nbsp;You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better.&nbsp;Overview The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships. Regularly interacting with senior leadership and key client contacts, the CSM will help drive processes critical to client acquisition, project execution, account management, and overarching client satisfaction. The role requires impeccable attention to detail, a solutions-oriented attitude, and extraordinary communication skills with a client service mindset. Data is of utmost importance, and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record, including its CRM, to ensure we are best positioned to meet client needs day in and day out.Expected Results
<ul>
<li>Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout</li>
<li>Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution</li>
<li>Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch</li>
<li>Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)</li>
<li>Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success</li>
<li>Other responsibilities as assigned by Management</li>
</ul>
Requirements
<ul>
<li>Minimum of 3 years of client operations experience or in a sales support role</li>
<li>BA / BS in related field</li>
<li>Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed</li>
<li>Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint</li>
<li>Strong analytical, organizational, and time management skills with an eye for detail</li>
<li>Solid data analysis and data cleansing skills</li>
<li>Excellent teamwork, interpersonal, communication, and customer service skills</li>
<li>Ability to manage multiple priorities and deadlines</li>
</ul>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

<h3>Job Description</h3>
Job Description Client Solutions ManagerThe Opportunity
We're OpinionRoute. We empower researchers to deliver accurate survey insights using the industry's only true survey workflow operating system, supported by best-in-class managed services.
We believe that marketing research can be made easier through the harmonization of people, technology, and process. This requires a commitment to creativity and thinking outside the box to improve the research data collection process. We constantly challenge ourselves, creating opportunities for every team member to grow, while never losing sight of the importance of teamwork, passion, and creating value for clients.
The Client Solutions Manager plays a key part in meeting client needs through a first-class service approach in the project execution cycles. The role itself will be a platform for career development and growth. The career path will grow around your unique skills and talents. You will be engaged deeply as an employee to learn the industry and business. We like to invest in our people.
This is hybrid position which offers flexibility to work both in-office at our downtown Cleveland headquarters and remote. Open to candidates in other cities. 
What You Will Do
<ul>
<li>Coordinate with internal and external resources to manage full-service research studies</li>
<li>Manage accounts and proposals</li>
<li>Develop project timelines</li>
<li>Manage internal resources and external vendors to complete projects on time and within budget</li>
<li>Review questionnaires</li>
<li>Escalate and resolve any project challenges using cross-functional channels with Sales, Fieldwork Ops, Development Operations, Programming, and management</li>
<li>Test online survey programs</li>
<li>Review data for quality assurance purposes</li>
<li>Manage project budgets and timing</li>
<li>Maintain status and progress updates for fieldwork</li>
<li>Ensure that data is collected to the client’s specifications</li>
</ul>
You'll Thrive In This Role If You're
<ul>
<li>Ambitious. Seeking to launch or continue your early-stage career in a place where you’ll be valued, listened to, and challenged.</li>
<li>Analytical. You aren’t afraid to bury your nose in a spreadsheet to find an a-ha moment on a project.</li>
<li>Quality-Focused. You believe that your work ethic is apparent through your attention to detail.</li>
<li>Service-oriented. You find genuine fulfillment from helping others either in life or a professional setting.</li>
<li>Engaging. You have a dynamic personality that thinks long-term as you search for a great fit.</li>
<li>Data-Driven. You substantiate your thoughts, theories, and recommendations with data.</li>
</ul>
You're a Fit If You Have/Are
<ul>
<li>A Bachelor’s degree or higher in Math, Analytics, Research, Marketing, Engineering, Business, Communication, or other relevant fields.</li>
<li>2-3 years of project management experience in online quantitative market research</li>
<li>Effective multi-tasking abilities</li>
<li>Excellent oral and written communication.</li>
<li>Intellectual curiosity and a desire to learn.</li>
<li>Good time management skills.</li>
<li>Demonstrated proficiency in MS Excel, Word, and PowerPoint applications.</li>
<li>Mathematically inclined; experience with data analysis and data software preferred</li>
<li>A positive and energetic team player who enjoys helping others</li>
</ul>
Why You Might Be Excited About Joining Us
<ul>
<li>We’re values-driven. We care deeply about the service we provide and client satisfaction.</li>
<li>We’re analytical and thoughtful. Our extra focus and attention to detail stand out.</li>
<li>We’re experts. In a rapidly evolving field, we maintain this edge by hiring talented, accomplished professionals and offering client education and engagement.</li>
<li>We’re culture-driven. We want to add talent that blends high performance with extra personality and empathy for those around you.</li>
<li>We’re a young company! The excitement of a startup/scaleup, but carrying the wisdom of many more years than that.</li>
</ul>
More About OpinionRoute
OpinionRoute is creating innovative solutions for Market Research firms who seek to work smarter, deliver higher quality, and treat their talent better.
Values: Move with Purpose, Treat Learning as a Journey, Prioritize People, Accept Responsibility, Set a Higher Quality Standard.

Client Solutions Manager

<h3>Job Description</h3>
Job Description
ComplyAuto is a RegTech company offering cloud-based software that helps companies enhance their compliance and security capabilities while becoming more efficient and cost-effective. ComplyAuto manages and automates compliance decisions, performing tasks that would normally require manually-intensive processes and human intelligence.
ComplyAuto began as a privacy compliance company for automotive dealers, but has quickly expanded into other verticals and compliance areas including cybersecurity, EHS (environmental, health, and safety), and legal compliance.
If you're a motivated Client Enablement Manager who is eager to contribute to a variety of projects while enjoying an array of exceptional benefits, we are excited to review your application!
Salary Range: Base salary range of $65,000 to $75,000, with the potential to earn up to an additional $25,000 in bonuses.
Travel: This position also requires travel up to 20%, providing the opportunity to engage directly with clients and partners outside the employee's home office. Hours will vary on traveling days based on need. Travel will include driving and airfare. 
Benefits:
<ul>
<li>401(k) $1 to $ 1 match up to 5% </li>
<li>Medical, dental, and vision insurance; we pay 100% of premiums for employee and family </li>
<li>HSA contribution for qualifying plans</li>
<li>Unlimited Paid time off and 11 observed holidays</li>
<li>Full-time remote opportunity, equipment provided</li>
</ul>
Essential Duties &amp; Responsibilities: The Client Enablement Manager (CEM) plays a pivotal role in educating customers at a technical level, demonstrating, and proving the value of ComplyAuto's software in addressing clients' cybersecurity and compliance needs. The CEM initiates and manages outbound communications with existing clients to promote and expand adoption of ComplyAuto's products and services. This role is central to driving product growth, enhancing client engagement, and achieving sales targets through effective communication and consultative guidance.
Success in this position is multifaceted, encompassing client prospecting and sales, satisfaction and retention, product adoption and expansion, client education and training, risk mitigation and compliance management, and deep industry expertise. To achieve these objectives, the CEM leads client onboarding sessions, conducts account audits, promotes products, delivers product demonstrations, and ensures consistent follow-up with customers. Work is reviewed by the Supervisor of Client Enablement for achievement of results.
<ul>
<li>Conduct a high volume of outbound calls and emails to existing clients.</li>
<li>Identify the correct employees and decision makers at the dealership level for each of our products or services and educate them on the corresponding products that meet their needs.</li>
<li>Set up and lead initial client meetings to discuss expanding adding ComplyAuto products</li>
<li>Accurately record call outcomes, client information, and sales data in our CRM Hubspot</li>
<li>Stay informed about the features, benefits, and pricing of our products/services to answer client inquiries effectively.</li>
<li>Deliver product demonstrations and drive technical pre-sale presentations tailored to client needs.</li>
<li>Collaborate with sales to understand customer goals and challenges.</li>
<li>Articulate product capabilities, limitations, and use cases to prospects.</li>
<li>Explain standard use case scenarios for the product features effectively.</li>
<li>Understand and follow typical sales strategies, such as deal stages and how deals are closed.</li>
<li>Contribute to the sales process by identifying customer pain points and how the software can address and alleviate them for the customer.</li>
<li>Effectively translate customer needs into product solutions.</li>
<li>Demonstrate the long-term value of ComplyAuto products to clients.</li>
<li>Manage client accounts requiring regular check-in meetings, emails, phone calls, virtual meetings, occasional in person meetings, and formal business reviews.</li>
<li>Aim for a 9/10 or higher satisfaction rate on customer surveys.</li>
<li>Maintain continuity of contact with clients onboarded and a regular cadence of touch bases with clients to prevent loss of connection.</li>
<li>Motivate clients to fully leverage the software's features and capabilities.</li>
<li>Guide clients towards adopting new functionalities as they become available.</li>
<li>Introduce new products to existing clients in line with ComplyAuto's releases.</li>
<li>Meet or exceed product mention goals as specified by the Client Success leadership.</li>
<li>Facilitate customer onboarding as per the guidelines set by the Client Success leadership.</li>
<li>Maintain an 85% average compliance score among all managed accounts.</li>
<li>Organize quarterly meetings for ongoing education on our product suite.</li>
<li>Travel to provide tailored, in-person training sessions or product demonstrations, ensuring a deeper understanding and engagement with our product.</li>
<li>Support clients in mitigating cybersecurity risks and ensuring continuous compliance with relevant standards and regulations.</li>
<li>Proactively monitor customer account usage to identify potential vulnerabilities.</li>
<li>Encourage the adoption of comprehensive security solutions like Sophos and Duo.</li>
</ul>
 
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform 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.
Bachelor's degree or associates degree in any field; 3 years of customer service experience and 1+ year of technical pre-sales or technical consulting experience and/or any combination of education, experience, and training which provides the following knowledge, skills, and abilities:
<ul>
<li>Proven ability to deliver effective and efficient software product demonstrations and technical presentations to address client needs, provide accurate information with confidence and conviction, along with providing verbal and written instructions, guidance and interpretation of software program data and reports.</li>
<li>Proven ability to build and maintain long-term mutually beneficial relationships with customers.</li>
<li>Demonstrated experience providing effective education, training and/or transferring product or service knowledge to end users.</li>
<li>1- 2 years prior experience selling Saas to automotive dealers preferred</li>
<li>Strong experience with HubSpot CRM preferred.</li>
<li>Ability to meet regular attendance expectations and meet tight deliverables deadlines</li>
<li>Excellent interpersonal skills with ability to establish and maintain effective working relationships and successfully interact with people at all management and support levels, within and outside the organization.</li>
<li>Exceptional communication skills both written and verbal with the ability to influence stakeholders.</li>
<li>Proven ability to manage multiple accounts while maintaining attention to detail.</li>
<li>Ability to work independently and as part of a team in a fast-paced environment.</li>
</ul>
<ul>
<li>Proven ability to consistently perform duties with integrity, effectiveness, efficiency, and at the highest level of professionalism.</li>
<li>Demonstrated experience in Sales, Client Success or Account Management roles preferred </li>
<li>Ability to work effectively and efficiently remotely and travel up to 20% to clients for in-person meetings to strengthen relationships and address their needs effectively.</li>
<li>Valid driver's license and clean motor vehicle record.</li>
<li>Must be available for variable hours, dependent on the schedule of Demos.</li>
</ul>
Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.
This is a fully remote opportunity, but candidates must reside within the Continental United States. Please note that we are not accepting applications from candidates residing in California, Hawaii, and Alaska for this position. 
ComplyAuto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, gender identity, genetic information, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
ComplyAuto is an equal opportunity employer. We participate in the E-Verify program. Background check required.
 Job Posted by ApplicantPro

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