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<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.

Client Support Manager

<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 DescriptionDescription:
If you’re looking for a fast-paced, growth-focused environment to flex your digital marketing muscle, Rocket55 is a perfect fit. Rocket55 has been a full-service digital marketing agency for 15 years, no small feat in an industry that changes and evolves daily. Keeping up with the technological innovations and market trends in our industry makes every day working here an adventure. We’re looking for fellow hard-working digital enthusiasts who are eager to drive results for our clients, thrive in a diverse and dynamic workplace, and add to a culture of curiosity, innovation, and awesomeness. Join our energetic, success-driven team and be part of a company that values relentless pursuit of results, curiosity, collaboration, and adaptability. If you are driven by excellence and hungry for success, we want to hear from you!
 
 
Job Summary:
As a pivotal figure at Rocket55, the Client Success Manager is the cornerstone of client satisfaction and success. This role leads and manages client relationships and oversees the implementation of all digital marketing initiatives. Rocket55 Client Success Managers focus on delivering world-class customer service and thrive in fast-paced, ever-evolving environments. The Client Success Manager will coordinate with project managers, the Account Strategy Lead, and the broader production team to deliver for our clients. They expertly translate business needs into impactful digital marketing strategies, meticulously tracking and reporting on the progress and effectiveness of these initiatives. It's a role suited for visionary leaders who are passionate about making a difference, driving client success, and contributing to the dynamic synergy of our agency.
 
 
Responsibilities:
 
Client Communication and Relationship Management:
<ul>
<li>Serves as the primary point of contact for clients</li>
<li>Maintains regular communication with clients to understand their needs, expectations, and feedback</li>
<li>Builds and nurtures long-term relationships with clients</li>
<li>Handles client queries and resolves issues promptly</li>
<li>Identifies opportunities for account growth and upselling additional services to existing clients</li>
</ul>
 
Project Management And Coordination:
<ul>
<li>Oversees the planning and execution of digital marketing campaigns</li>
<li>Coordinates with various internal teams (such as SEO, PPC, content, social media, design, and project management teams) to ensure campaign success</li>
<li>Collaborates with the project management team to monitor project timelines and ensure that deadlines are met</li>
<li>Manages budgets and works with project management teams to allocate resources effectively</li>
</ul>
 
Performance Analysis And Reporting:
<ul>
<li>Monitors and analyzes the performance of digital marketing campaigns</li>
<li>Uses analytics tools to track campaign success and ROI</li>
<li>Prepares and presents regular reports (in collaboration with strategy leads and service strategists) to clients on campaign performance, insights, and recommendations for improvement</li>
</ul>
 
Internal Collaboration And Communication:
<ul>
<li>Works closely with creative, technical, and strategic teams to ensure that client needs are understood and met</li>
<li>Shares client feedback with relevant teams to improve service delivery</li>
<li>Participates in internal meetings and provide updates on account status</li>
</ul>
 
Continual Learning And Adaptation:
<ul>
<li>Stays updated on the latest industry trends, tools, and best practices</li>
<li>Attends workshops, webinars, and training to enhance professional skills</li>
</ul>
 
Problem-Solving And Crisis Management:
<ul>
<li>Addresses and resolves any challenges or obstacles that arise</li>
<li>Works with Executive Sponsor and Account Strategy Lead to address and resolve challenges or obstacles that arise</li>
</ul>
 
KPIs:
<ul>
<li>Client Satisfaction &amp; Client Health</li>
<li>Account retention and performance</li>
<li>Successful cross team collaboration</li>
<li>Professional development plan</li>
</ul>
Requirements:
Required Experience, Skills, and Qualifications:
<ul>
<li>Bachelor’s degree in Marketing, Advertising, Business, or related field</li>
<li>2 - 4 years of experience as an account manager within an advertising/marketing agency</li>
<li>Ability to understand complex client deliverables and confidently present them to clients</li>
<li>Excellent listener and note-taker</li>
<li>Solid verbal/written communication skills</li>
<li>Collaborative leader</li>
<li>Extremely detail-oriented and organized</li>
<li>Strong business acumen</li>
<li>Willingness to take on any task with enthusiasm</li>
<li>Fast learner and accepting of constructive criticism</li>
<li>Ability to work cohesively with clients and subject matter experts</li>
<li>Comfortable with a fast-paced and evolving environment</li>
<li>Problem-solving attitude with a consistent pursuit of results</li>
</ul>
 
Preferred Qualifications:
<ul>
<li>2+ years of experience with SEO, pay per click, and/or Social Media strategies</li>
<li>Familiarity with WordPress or other Content Management Systems</li>
<li>Understanding of Amazon or other marketplace platforms</li>
<li>Analytics/Google Ads Certified</li>
<li>Accelo or other project management software experience</li>
</ul>
 
Salary Range:
$70,000 - $79,000 - depending on experience and qualifications.
 
 
Total Compensation Package:
This position offers full-time employment along with a comprehensive benefits package that includes:
<ul>
<li>Complimentary parking</li>
<li>Health, dental, and vision insurance</li>
<li>401(k) with matching contributions from the Company</li>
<li>Life insurance and Accidental Death &amp; Dismemberment (AD&amp;D) coverage</li>
<li>Company-provided Short Term Disability insurance</li>
<li>Long Term Disability coverage</li>
<li>Paid Time Off</li>
<li>Holiday pay, including Floating Holiday</li>
<li>Flexible work schedules</li>
</ul>
 
Commitment to Inclusion:
Rocket55 is an equal opportunity employer and is dedicated to creating an inclusive work environment void of harassment and discrimination. Our goal at Rocket55 is to cultivate a culture where each team member feels appreciated, empowered, and motivated to pursue both personal and collective objectives. This commitment entails ensuring opportunity and accessibility for individuals of all backgrounds, including but not limited to race, ethnicity, age, marital status, gender, sexual orientation, gender identity, gender expression, religion, national origin, disabilities, political affiliation, and socioeconomic status.
Note: This job description is intended to provide a general overview of the position and does not encompass all responsibilities and qualifications that may be required. The role may evolve based on the needs of the company.

Client Success Manager

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
Why Join Allied Universal?
<ul>
<li>Career Growth: Opportunities to advance within a global leader in security services</li>
<li>Impactful Work: Play a vital role in protecting people, property, and businesses</li>
<li>Supportive Team: Work with caring professionals dedicated to safety and excellence</li>
</ul>
RESPONSIBILITIES:
<ul>
<li>Manage scheduling: Leverage AI-powered technology to effectively schedule security officers, meeting client contract hours while minimizing unbilled overtime</li>
<li>Lead and Develop Security Teams: Hire, coach, and manage security officers and supervisors while overseeing payroll, performance, and employee relations</li>
<li>Enhance Client Relationships: Serve as the primary point of contact for clients, ensuring high-quality service that protects people and property</li>
<li>Handle Security Incidents and Emergencies: Respond to escalated issues professionally, coordinating with clients and internal teams</li>
<li>Direct Compliance and Security Operational Excellence: Oversee training, safety, and site operational standards, as well as manage inventory (uniforms, equipment, and other essential s</li>
</ul>
Why Join Allied Universal?
<ul>
<li>Career Growth: Opportunities to advance within a global leader in security services</li>
<li>Impactful Work: Play a vital role in protecting people, property, and businesses</li>
<li>Supportive Team: Work with caring professionals dedicated to safety and excellence</li>
</ul>
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1455453

Security Client 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

Client Enablement Manager

<h3>Job Description</h3>
Job Description
Are you passionate about building and maintaining strong relationships with property owners? VTrips, a leading name in vacation property management, invites you to join our team as a Client Success Manager. In this role, you will be the key point of contact for owners, ensuring the retention, performance, and profitability of your assigned portfolio. You will work closely with Property Care Managers to achieve objectives related to owner satisfaction and develop relationships within the local community for business development opportunities.
Key Responsibilities:
<ul>
<li>
Review QC walks with Property Care Managers and address any unit needs or concerns.
</li>
<li>
Call 10 owners using QC walk information and log conversations in the QC App.
</li>
<li>
Contact OWN and OWG arrivals for the following day.
</li>
<li>
Update property information in Track based on updates from Property Care Managers.
</li>
<li>
Contact owners regarding work exceeding contract limits.
</li>
<li>
Review previous day's work orders.
</li>
<li>
Liaise with Revenue and Marketing Managers to ensure property pacing goals are met.
</li>
<li>
Walk owner arrivals.
</li>
<li>
Respond promptly to owner calls, texts, and emails, ensuring the Sundown Rule is met.
</li>
</ul>
Weekly Responsibilities:
<ul>
<li>
Reach out to HOAs for updates on buildings, amenities, and projects.
</li>
<li>
Meet with visiting owners in person.
</li>
<li>
Review closed work orders and billing for accuracy.
</li>
<li>
Ensure timely completion of COP/GOP process.
</li>
<li>
Meet with Property Managers to review portfolio action items and needs.
</li>
</ul>
Monthly Responsibilities:
<ul>
<li>
Review QC walks from Property Care Managers, focusing on recommended repairs and owner denials.
</li>
<li>
Meet with the Director of Client Success to discuss portfolio opportunities and challenges, and create action plans.
</li>
<li>
Collaborate with colleagues in support positions (Accounting, Marketing, Guest Services, and Revenue) to maintain shared information and process updates.
</li>
<li>
Participate in development workshops with the Director of Client Success and Property Care Manager.
</li>
<li>
Review monthly owner statements for accuracy.
</li>
</ul>
Ongoing Responsibilities:
<ul>
<li>
Review active inventory for top-grade opportunities.
</li>
<li>
Ensure owner contracts are complete, valid, and up-to-date.
</li>
<li>
Manage communications with owners regarding inclement weather and natural disasters.
</li>
<li>
Recommend annual preventative maintenance not included in the Rental Management Agreement.
</li>
<li>
Perform other tasks as assigned by the supervisor.
</li>
</ul>
Key Performance Indicators (KPIs):
<ul>
<li>
Achieve a net gain of 8 new inventory units annually.
</li>
<li>
Maintain owner credits at less than 0.5% of gross rents.
</li>
<li>
Ensure 100% accuracy on owner statements.
</li>
<li>
Document all owner communication.
</li>
<li>
Achieve a 4.5 Owner Survey score in communication.
</li>
<li>
Resolve work orders within 5 days.
</li>
<li>
Complete upgrade requests within 14 days.
</li>
</ul>
Job Requirements:
<ul>
<li>
Proficiency with document management, databases, and spreadsheets.
</li>
<li>
Working knowledge of Microsoft applications.
</li>
<li>
Strong organizational skills with the ability to multitask and problem-solve.
</li>
<li>
Excellent communication skills.
</li>
</ul>
Physical, Mental, and Environmental Demands:
<ul>
<li>
Sitting – 70%, Walking/Standing – 30%.
</li>
<li>
Required to stoop, bend, stretch, twist, and reach.
</li>
<li>
Regularly lift up to 25 lbs.
</li>
<li>
Must be able to talk or hear.
</li>
<li>
Specific vision abilities required include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
</li>
</ul>
Other Duties: Please note this job description is not exhaustive and may be subject to change. Duties, responsibilities, and activities may vary based on regional and location-specific needs of the company.
Benefits:
<ul>
<li>Competitive salary.</li>
<li>Comprehensive medical, dental, and vision insurance.</li>
<li>401(k) retirement plan with company match.</li>
<li>Paid time off and holidays.</li>
<li>Employee discounts on vacation rentals.</li>
<li>Professional development opportunities.</li>
</ul>
Salary Description: $48,000.00
Apply now and become a vital part of the VTrips family where your career is more than just a job - it's an adventure!

<h3>Job Description</h3>
Job DescriptionSalary: $55k-$70k 
Join our Dynamic Team as Client Experience Manager!
Are you passionate about delivering an outstanding client experience and leading a team in a collaborative, fast-paced environment? Do you excel at building and maintaining strong client relationships, mentoring others, and streamlining service operations? If so, we would love to connect with you! Our growing independent Insurance and Financial services firm is seeking a dedicated Client Experience Manager to oversee our client service team and ensure our clients receive the highest level of personalized support and care. This is a key leadership role with direct impact on both client satisfaction and operational excellence.
 
What Youll Do:
<ul>
<li>Lead and manage the Client Service Team, fostering accountability, collaboration, and growth</li>
<li>Serve as the direct communication link between the Client Service Team and the Executive Team</li>
<li>Take ownership of all client escalations, ensuring timely, thoughtful, and effective resolution</li>
<li>Build and maintain strong client and vendor relationships that align with the firms mission and strategy</li>
<li>Implement, refine, and scale processes within our CRM to create efficiency and consistency</li>
<li>Continuously look for ways to elevate the overall client experience</li>
<li>Develop and enhance onboarding systems that ensure smooth, professional client transitions</li>
<li>Design and implement training programs to onboard and upskill team members</li>
<li>Provide progress updates to the Executive Team on key initiatives, milestones, and completion timelines</li>
</ul>
<ul>
<li>Assist with hiring process</li>
<li>Establish &amp; monitor performance metrics</li>
<li>Provides timely &amp; constructive performance feedback to support employee development</li>
<li>Oversee corrective action in a fair and consistent manner in line with company policy</li>
</ul>
Experience Youll Bring:
<ul>
<li>Bachelor's degree or 5yr related prior management experience highly preferred</li>
</ul>
<ul>
<li>Proven success leading a fast-paced client service team with measurable results</li>
<li>Excellent analytical and problem-solving skills with a proactive mindset</li>
<li>Exceptional written and verbal communication skills with attention to detail</li>
<li>Strong interpersonal skills with the ability to inspire confidence and trust</li>
<li>Ability to prioritize competing demands and drive projects to completion</li>
</ul>
<ul>
<li>Proficient with Microsoft office suite</li>
</ul>
Bonus Points
<ul>
<li>Active Life, Health, and Annuities License</li>
<li>Experience with Wealthbox CRM, Orion, Wealthscape, or AI-driven client tools</li>
</ul>
<ul>
<li>Experience at an RIA or Wealth Management Firm</li>
</ul>
 
What Youll Get: 
<ul>
<li>Amazing Benefits: Comprehensive medical, dental, vision, and 401(k) plans (with matching options)</li>
</ul>
<ul>
<li>Generous PTO Package: Enjoy a balanced work-life schedule</li>
</ul>
<ul>
<li>Continuous Development Opportunities: Grow both personally and professionally with ongoing training and development</li>
</ul>
<ul>
<li>Charitable Giving Participation: Be a part of our commitment to making a difference in the community</li>
</ul>
<ul>
<li>Team-Centric Environment: Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time.</li>
</ul>
General Physical Requirements:
<ul>
<li>Ability to sit for extended periods of time</li>
<li>Ability to walk short distances within the office</li>
<li>Ability to lift &amp; carry up to 50lbs</li>
<li>Ability to reach above and below shoulder level to access items or equipment</li>
</ul>
Who We Are:
Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for.
Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

Client Experience Manager

<h3>Job Description</h3>
Job Description
Contigo Technology is a leading privately held company that works with Austin, Texas businesses delivering IT services. Contigo Technology is a Managed Services Provider (MSP) that provides outsourced IT Support and includes both end user support, IT Projects and consulting services. Our clients are both long time Austin companies and new high growth technology businesses. Contigo fosters a company culture that is fun, collaborative, playful and laid back. We are located in North Central Austin near the Domain.
As part of our growth and expansion, we have an immediate opening for a self-starter with a great attitude as a Client Success Manager (CSM). This position is responsible for providing technology consulting services for our Managed IT Services clients. Client consulting will focus on identifying business risk, defining long term IT initiatives &amp; developing a technology budget. The CSM will act as the central point of contact for maintaining the business relationship. The role is a secondary point of escalation for issues and client concerns. The CSM is responsible for generating non-recurring revenue, agreement renewals &amp; increasing year over year monthly recurring revenue.
This position works out of our Corporate headquarters and will travel regularly to local client sites.
As an CSM, you will be responsible for the following:
· Provide technology leadership and consultation to clients in multiple industries
· Facilitate strategic technology planning sessions with client executives and stakeholders
· Develop technology roadmap based on client input and business goals
· Develop technology budget in coordination with client
· Lead regular client IT Meetings to maintain alignment between client business goals, technology roadmap and budget
· Conduct regular status reviews for client IT initiatives
· Evaluate and propose technology solutions based on client needs and requirements
· Articulate complex technical concepts and options to non-technical executives
· Advocate for the clients’ best interests
· Actively listen to client concerns and feedback
· Communicate effectively in high pressure situations
· Interface with technical teams to review and scope technology solutions
· Coordinate cross functionally among internal, external and client teams
· Manage client contract renewals
· Keep contracts and invoicing up to date and accurate
· Create and send product and project proposals to clients
· Manage proposal requests in CRM System
· Create and present approximately two proposals for projects including budgets and plans per week.
Requirements:
<ul>
<li>Excellent communication and interpersonal skills</li>
<li>Strong strategic and business mindset</li>
<li>Proven ability to work effectively with executives and decision makers</li>
<li>Solid understanding of business operations and budgeting</li>
<li>Skill in preparing written communications and materials</li>
<li>Ability to multi-task and adapt to changes quickly</li>
<li>Self-motivated with the ability to work in a fast-moving environment</li>
</ul>
Company DescriptionContigo Technology is a leading Managed Service Provider (MSP) offering comprehensive IT support for businesses in the Austin area. With over 100 clients, our experienced technical team has a wealth of knowledge and expertise in various line of business applications, cloud solutions, project management, and modern IT projects. We have been recognized as a top Microsoft Cloud Partner and have received accolades from Inc. Magazine and the Texas Workforce Commission. At Contigo, we are dedicated to supporting Austin's business community and are thrilled to be part of the city's thriving growth. As a full-service IT solution, we can act as your entire IT department or simply provide additional support to your current team. Whether you need complete IT support or just a little extra help, Contigo Technology is your solution. 
<h3>Company Description</h3>
Contigo Technology is a leading Managed Service Provider (MSP) offering comprehensive IT support for businesses in the Austin area. With over 100 clients, our experienced technical team has a wealth of knowledge and expertise in various line of business applications, cloud solutions, project management, and modern IT projects. We have been recognized as a top Microsoft Cloud Partner and have received accolades from Inc. Magazine and the Texas Workforce Commission.\r\n\r\nAt Contigo, we are dedicated to supporting Austin's business community and are thrilled to be part of the city's thriving growth. As a full-service IT solution, we can act as your entire IT department or simply provide additional support to your current team. Whether you need complete IT support or just a little extra help, Contigo Technology is your solution.

<h3>Job Description</h3>
Job DescriptionJob Description 
Ingram Content Group (ICG)&nbsp;is hiring a Manager, Client Relations&nbsp;to join our team in&nbsp;New York. TheManager, Client Relations works with Two Rivers leadership to facilitate the day-to-day operations of the Client Relations team and implement brand strategy. They will also manage the relationship with an assigned subset of client publishers, oversee brand marketing initiatives and Two Rivers client communication.
Ingram Content Group (“Ingram”)&nbsp;connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries, and educators, Ingram makes these services seamless and accessible through technology, innovation, and creativity. With an expansive global network of offices and facilities, Ingram’s services include digital and physical book distribution, print-on-demand, and digital learning.
The world is reading, and it is our goal to connect as many people to the content they want in the simplest ways.&nbsp;If you share that passion, enjoy working in a fast-paced environment and want to contribute to a strategic part of the business that is evolving and expanding, we can’t wait to meet you!
Required Qualifications:
<ul>
<li>Bachelor’s Degree</li>
<li>6 years of client management/relations experience and/or relevant publishing experience.</li>
<li>1 year of supervisory or project coordination experience</li>
</ul>
Key Responsibilities:
<ul>
<li>Oversees brand and publisher level client communications including the brand newsletter.</li>
<li>Serves as a liaison and advocate between assigned client publishers and the Ingram organization including formal and informal communications, inventory planning and management, Ingram Content Group activity relating to the publisher.</li>
<li>Evaluates client expectations, Ingram’s ability to meet those expectations and forms strong interactions with all levels within the publisher.</li>
<li>Provides guidance on clients’ publishing programs and individual titles.</li>
<li>Interacts with IPS sales team on commercial outreach and sales projections on a regular basis.</li>
<li>Partners with the IPS Sales and ICG Trade Show &amp; Events teams to design and manage semi-annual sales conferences for client publishers as well as other client events.</li>
<li>Manages the day-to-day activities of the Two Rivers Client Relations Coordinator and Office Administration team, including on-going training, mentoring, and education to ensure their professional growth.</li>
<li>Educates clients on ICG service offerings including Metadata and Marketing, Lightning Source, and digital sales, and best usage of these programs tailored to client needs.</li>
<li>Manages seasonal deadlines, Edelweiss cataloging, client publicity update process, and maintenance of up-to-date business materials.</li>
<li>Collaborates with the Senior Manager, Client Relations on brand marketing strategy, including website development and brand presence at select trade shows.</li>
</ul>
Hiring Salary Range:&nbsp;$87,475k -&nbsp;$110,601k. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to:&nbsp; the applicant’s education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.
Additional Information 
Perks/Benefits:
<ul>
<li>A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.
<ul>
<li>15 vacation days &amp; 12 sick days accrued annually and 3 personal days</li>
<li>401K match, Life and AD&amp;D, Employee Assistance&nbsp;programs, Group Legal, &amp; more</li>
</ul>
</li>
<li>Encouraged continued education with our tuition reimbursement program</li>
<li>Financial and in-kind opportunities to engage with non-profits in your community
<ul>
<li>Company match program for United Way donations</li>
<li>Volunteer opportunities and in-kind drives for non-profits throughout the year</li>
</ul>
</li>
<li>Casual Dress Code</li>
</ul>
Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd.&nbsp;
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.
<ul>
<li>EOE-Race/Gender/Veterans/Disabled</li>
<li>We participate in EVerify</li>
<li>EEO Poster in English</li>
<li>EEO Poster in Spanish</li>
</ul>

Manager, Client Relations

<h3>Job Description</h3>
Job Description
Job Title: Client Account Manager (Client Sales) Department: Sales Location: Norfolk, Virginia Job Type: Exempt Full-Time Company: Mode5
Who We Are: 
Mode5 is a leading IT Managed Services company providing world class technology services to businesses for the past 23 years. As a Client Account Manager, you will build and maintain relationships with existing clients, ensure customer service quality standards are met, and provide new IT solutions and proposals, to existing clients.
If you have a proven track record building strong partnerships, exceeding sales goals, and a drive delivering client satisfaction, apply today! You do not need a IT background to excel with our team.
What You Need: 
To be a successful Client Account Manager, you will need excellent communications, proven sales ability, and a commitment to providing world class service.
<ul>
<li>Minimum 4 years of client account management experience.</li>
<li>Experience in B2B customer service relations and account management.</li>
<li>Proven sales record, business acumen, and strong communications.</li>
<li>Strong organizational, time management, and follow-through skills.</li>
</ul>
Things You Will Do: 
As a Client Account Manager, you will manage the full sales cycle, build opportunities, foster partnerships, and ensure excellent service and high-quality standards are met for clients. 
<ul>
<li>Build strong client relationships through high service standards and regular meetings.</li>
<li>Generate business by identifying client opportunities, quoting solutions, and meeting sales goals.</li>
<li>Execute engagement activities such as campaigns, technology reviews, and IT solution adoption.</li>
<li>Coordinate communications for proposals, service requests, and billing with timely follow-up.</li>
<li>Stay current on industry knowledge through training, research, and professional workshops.</li>
</ul>
Your Benefits: 
At Mode5, your role as an Account Manager will make a significant impact to our clients each day! Here, you will grow and develop professionally in a challenging and rewarding environment. We take personal development seriously, and love to promote within.
<ul>
<li>Free Fridays! – Every other Friday off. Paid! </li>
<li>Competitive Compensation</li>
<li>Medical, Dental, and Vision Insurance</li>
<li>Simple IRA Savings Plan with Company Match</li>
<li>Certification Assistance and Bonus Reward Program</li>
<li>Paid Holidays and Vacation Days</li>
<li>Casual Work Environment</li>
<li>Employee Social Events</li>
<li>Life Insurance Coverage</li>
<li>Incidental Telecommuting</li>
<li>Employee Referral Bonus</li>
</ul>
Must be available to work at our Norfolk office
Alt. Titles: Inside Sales, Client Success Manager, Key Account Manager, Account Manager 
We are an Equal Opportunity Employer
Must be available to work in our Norfolk office and visit client locations

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