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<h3>Job Description</h3>
Job Description
About Us
Evolute Solutions is a fast-growing marketing agency. We help contractors and remodelers get more in-person appointments using ads, AI, and sales support.
About the Role
You’ll manage client onboarding, communication, and support.
Responsibilities include:
<ul>
<li>Setting up accounts (ads, CRM, tracking)</li>
<li>Launching campaigns quickly</li>
<li>Collecting logins and content</li>
<li>Tracking team tasks</li>
<li>Sending weekly reports</li>
<li>Answering client questions and coordinating fixes</li>
</ul>
Who We’re Looking For
<ul>
<li>Organized, reliable, clear communicator</li>
<li>Able to manage many clients at once</li>
<li>Familiar with GoHighLevel (or quick learner)</li>
<li>Consistent and detail-oriented</li>
</ul>
Requirements
<ul>
<li>GoHighLevel knowledge (preferred)</li>
<li>Marketing agency experience (preferred)</li>
<li>Strong English (written and spoken)</li>
<li>Full-time Mon–Fri availability</li>
<li>Problem-solver, proactive</li>
</ul>
What We Offer
<ul>
<li>$900 USD per month salary, increasing to $1000 after 3 months</li>
</ul>
How to Apply
Record a short Loom answering:
<ul>
<li>Why do you believe you would succeed in this role?</li>
<li>If you joined and did the best job possible, what would success look like after 90 days? How would you measure it?</li>
<li>What would the best-case scenario of you excelling in this position look like for me as the business owner?</li>
</ul>
Applications without a Loom or video recording will not be reviewed.
Deliverables
<ul>
<li>Set up ad accounts, CRM, and tracking tools</li>
<li>Launch campaigns quickly and accurately</li>
<li>Collect client logins, content, and details</li>
<li>Track tasks, ensure priorities are completed, and send weekly reports</li>
<li>Respond to client questions promptly and coordinate fixes when needed</li>
</ul>
Company DescriptionEvolute Solutions is a fast-growing marketing agency that helps contractors and home remodelers book more in-person appointments using a combination of online ads, AI, and sales support. We focus on delivering real, measurable results for our clients — not just leads, but qualified appointments that turn into projects. Our team is fully remote, fast-moving, and detail-oriented, with a culture built around reliability, clear communication, and continuous improvement. By joining Evolute Solutions, you’ll be part of a company that values growth, efficiency, and making a meaningful impact for businesses across the U.S. 
<h3>Company Description</h3>
Evolute Solutions is a fast-growing marketing agency that helps contractors and home remodelers book more in-person appointments using a combination of online ads, AI, and sales support.\r\n\r\nWe focus on delivering real, measurable results for our clients — not just leads, but qualified appointments that turn into projects. Our team is fully remote, fast-moving, and detail-oriented, with a culture built around reliability, clear communication, and continuous improvement.\r\n\r\nBy joining Evolute Solutions, you’ll be part of a company that values growth, efficiency, and making a meaningful impact for businesses across the U.S.

Client Success & Operations Manager

<h3>Job Description</h3>
Job DescriptionAbout the Firm:
We’re a boutique CPA firm in Houston, Texas, known for our hands-on approach, flexible culture, and long-term client relationships. Our clients include closely held businesses, real estate groups, and high-net-worth individuals. We emphasize direct client interaction, giving team members the chance to serve as trusted advisors and build meaningful relationships.
Key Responsibilities:
<ul>
<li>
Manage and review complex individual, partnership, and corporate tax returns
</li>
<li>
Lead client-facing meetings and provide proactive tax planning and advisory support
</li>
<li>
Supervise and mentor staff to ensure high-quality work and timely delivery
</li>
<li>
Serve as a trusted advisor for clients on tax and business matters
</li>
<li>
Research and resolve complex tax issues
</li>
<li>
Collaborate with firm leadership on growth initiatives and process improvements
</li>
</ul>
Qualifications:
<ul>
<li>
CPA license required (or active candidate in final stages)
</li>
<li>
5+ years of public accounting experience, including tax review and planning
</li>
<li>
Strong interpersonal skills and comfort with client-facing responsibilities
</li>
<li>
Leadership experience with ability to mentor and manage staff
</li>
<li>
Real estate or business owner client experience is a plus
</li>
</ul>
Why Join Us:
<ul>
<li>
Boutique environment with direct partner access and collaborative team culture
</li>
<li>
Client-facing role providing opportunities to grow advisory skills and relationships
</li>
<li>
Flexible hybrid schedule and reasonable hours, even during busy season
</li>
<li>
Competitive compensation and performance-based bonuses
</li>
<li>
Career growth opportunities in a supportive environment
</li>
</ul>
If you’re looking for a role that values client interaction, professional growth, and quality of work, we’d love to hear from you.

Client-Facing Tax Manager

<h3>Job Description</h3>
Job Description
Under the direction of the VP of Claims Operations, the Client Account Manager is responsible for managing and developing relationships between Client Stakeholders and MedPOINT Management. Acting as a key liaison between stakeholders, providers, and both internal and external teams, the role ensures the timely delivery of solutions that meet Client needs. Additionally, the Client Account Manager supports client satisfaction and compliance efforts, helping to ensure adherence to regulatory requirements.
Duties and Responsibilities
· Act as a communication link between Client Stakeholders, Providers, Hospitals and MPM to oversee projects and urgent issues.
· Conduct regular meetings and translate information into actionable items for improved service delivery.
· Develop relationships with other departments to resolve provider issues and collaborate on client projects.
· Lead Client meetings, track action items, and ensure timely task completion.
· Resolve contractual, operational, and payment issues, and perform root cause analysis on escalated inquiries.
· Educate providers/hospitals on new protocols and ensure HIPAA compliance.
· Monitor account performance metrics and prepare reports to track progress and identify areas for improvement.
· Analyze utilization trends for potential fraud, waste, and opportunities for improvement.
· Interface with Health Plan representatives to resolve service issues and manage special projects.
· Perform other duties/assignments as needed.
Minimum Job Requirements
· 5+ years of Managed Care, MSO, RKK or Health Plan experience
· Knowledge of regulatory requirements, contracts, and healthcare policy
· Proficiency in EZ-CAP, Tableau, Smartsheet preferred
· Project Management experience required
· Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, OneNote)
Skill and Abilities
· Establish and maintain collaborative relationships through effective verbal and written communication
· Exhibit strong problem-solving, critical thinking, and attention to detail
· Demonstrate professionalism while engaging with stakeholders and partners
· Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
· Lead projects beyond standard job duties and develop training materials
· Understand business needs and MSO Operations
· Manage multiple priorities and deadlines with strong follow-through
· Preferred knowledge of payer operations, contract language, and DOFR interpretation

Client Account Manager

<h3>Job Description</h3>
Job Description
Promotional Products Client Success Manager
Are you organized, detail-obsessed, and secretly (or not-so-secretly) excited by branded swag? From quirky giveaways to high-end custom merch, we believe great promotional products tell great stories—and we’re looking for someone like you to help us tell them.
We’re growing fast and looking for a Client Success Manager who’s ready to grow with us. This is your chance to join a company in expansion mode, where your ideas, energy, and organization will make a real impact from day one. You’ll support our sales and marketing teams by researching awesome promo products, building eye-catching presentations, managing orders, and keeping everything on track behind the scenes.
This role is perfect for someone who loves a mix of creativity, logistics, and a little bit of swag obsession.
What You’ll Be Doing
<ul>
<li>
Research the coolest promo products using ASI, SAGE, and other vendor platforms (and beyond!).
</li>
<li>
Think outside the catalog—source unique finds from direct manufacturers, trade shows, and indie suppliers.
</li>
<li>
Create sleek, branded client presentations that bring ideas to life.
</li>
<li>
Work closely with sales and account teams to understand client goals, budgets, and timelines.
</li>
<li>
Coordinate with vendors to confirm pricing, availability, customization, and production details.
</li>
<li>
Collaborate with the design team to produce accurate proofs and production files.
</li>
<li>
Generate purchase orders, place orders, and track everything through delivery.
</li>
<li>
Keep multiple projects moving while juggling timelines, details, and curveballs (with a smile).
</li>
</ul>
What You Bring to the Table
<ul>
<li>
2+ years in promo products, print, or a related field.
</li>
<li>
Sharp research skills and a love for staying on top of product trends.
</li>
<li>
Proficiency in Microsoft Office (PowerPoint especially); bonus points for ASI or Adobe Creative Suite experience.
</li>
<li>
Strong communication skills—written, verbal, and vendor-friendly.
</li>
<li>
A knack for organization and time management (your calendar is color-coded, isn’t it?).
</li>
<li>
A team player attitude with a proactive, problem-solving mindset.
</li>
<li>
Curiosity, creativity, and a passion for all things branded.
</li>
</ul>
Why You’ll Love Working Here
We’re not just hiring to fill a seat—we’re growing our team with people we believe in. You’ll join a close-knit, energetic group that values collaboration, creativity, and initiative. This is a company where your voice matters, your ideas are welcomed, and your career can grow fast—especially as we expand.
Here’s what you’ll get:
<ul>
<li>
A role with variety—no two days are the same.
</li>
<li>
A team that genuinely supports each other.
</li>
<li>
A front-row seat to a growing company with big plans.
</li>
<li>
A chance to turn a love of promo products into a fun, fast-moving career.
</li>
</ul>
Company DescriptionAt PromoGrill LLC, we’re dedicated to personally partnering with each client to elevate their brand and drive sales through expertly crafted promotional products. With over 20 years of experience in promotional marketing, merchandising, and print solutions, our hands-on, one-to-one approach ensures tailored strategies that give your business a distinct competitive edge. With access to over 1 million unique imprintable products, we work closely with you to align your brand identity perfectly with your customers’ needs—maximizing your return on investment. Committed to excellence, every member of our team holds a Bachelor of Advertising Specialty Information (BASI) certification, guaranteeing you the highest level of industry expertise and personalized service. Choose PromoGrill LLC for a true partnership that transforms your brand presence into measurable growth 
<h3>Company Description</h3>
At PromoGrill LLC, we’re dedicated to personally partnering with each client to elevate their brand and drive sales through expertly crafted promotional products. With over 20 years of experience in promotional marketing, merchandising, and print solutions, our hands-on, one-to-one approach ensures tailored strategies that give your business a distinct competitive edge.\r\n\r\nWith access to over 1 million unique imprintable products, we work closely with you to align your brand identity perfectly with your customers’ needs—maximizing your return on investment. Committed to excellence, every member of our team holds a Bachelor of Advertising Specialty Information (BASI) certification, guaranteeing you the highest level of industry expertise and personalized service.\r\n\r\nChoose PromoGrill LLC for a true partnership that transforms your brand presence into measurable growth

Client Success Manager

<h3>Job Description</h3>
Job Description
Centria Healthcare was founded in 2009 as a provider of Private Duty Nursing services for the pediatric and post MVA population. We believe in providing exceptional care for our patients where they are most comfortable- in their own homes. Centria Healthcare hires caring, professional and dedicated nurses and home health aides. A healthy work life balance is considered in the structure of our organization. We want our clients and staff healthy and happy. We love what we do and have a high expectation of service. We are growing tremendously and are looking forward to adding great individuals to our team. We understand that our employees are our greatest asset.
 Position Overview:
The Client Service Manager (CSM), you will be responsible for managing the delivery of in-home care to a group of catastrophically ill or injured clients across the state of Michigan. Client Service Managers manage a large team of healthcare professionals (such as Nurses, Aides, etc.). The CSMs coordinate the logistics of care, negotiate pay rates, perform human resources functions, and work collaboratively with their team and clients through high-pressure situations. 
 Salary: $55,000 to $58,000K with potential quarterly raise based on KPI 
Responsibilities:
The ideal candidate must be able to perform the following essential job functions with or without reasonable accommodations:
<ul>
<li>Attends and participates in meetings, conference calls, and Case Opens as required.</li>
<li>Regular communication with clients regarding quality of care and general satisfaction.</li>
<li>Review patient satisfaction surveys.</li>
<li>Quick resolution of any complaints and issues.</li>
<li>Communicating with case manager and members of care team to ensure goals are being met.</li>
<li>Record issues, complaints, and all other pertinent communications with clients in client chart.</li>
<li>Develop and manage Centria staff to accommodate current client needs and future growth.</li>
<li>Source qualified candidates, conduct interviews and orientations.</li>
<li>Attends and participates in meetings, conference calls, and Case Opens as required.</li>
<li>Work with office support staff to ensure proper screening is done on field staff.</li>
<li>Conduct performance reviews with staff as scheduled or on an "as needed" basis.</li>
<li>Communicate regularly with Operations Director to keep apprised of new staff, new staff assignments, new clients, upcoming staffing needs, case opens, and discharged clients.</li>
<li>Performing and documenting any needed disciplinary measures.</li>
<li>Coordinate staff scheduling.</li>
<li>Updating data fields for proper tracking of next steps for clients.</li>
<li>Taking "On-Call" responsibilities (approximately once every 2 months)</li>
<li>Assist in developing corporate structure and in the creation of policies and procedures.</li>
<li>Participate in team meetings.</li>
<li>Develop and take on projects to improve client service and satisfaction.</li>
<li>Develop and take on projects to improve employee performance, retention, and satisfaction.</li>
<li>Researching and filling out network contracts.</li>
<li>Develop quality initiatives that will improve referral source satisfaction as measured through number of referrals and subjective survey methods.</li>
<li>General help to manage office staff for maximum efficiency.</li>
<li>Maintain working knowledge of different programs and certifications</li>
<li>Ensure compliance with above regulations.</li>
<li>Build relationships with current referral sources, and pursing relationships with new referral partners.</li>
<li>Promote the growth of Centria Healthcare and assisting in pursuit of business opportunities.</li>
</ul>
Required Qualifications, Skills, and Knowledge:
<ul>
<li>Bachelor's degrees or equivalent experience.</li>
<li>Experience in a high pressure, customer facing role.</li>
<li>Proven track record in building positive relationship with clients.</li>
<li>Collaborative personality and able to build strong personal relationship.</li>
<li>Highly organized with attention to detail and a dedication to resolving issues.</li>
<li>Calm and effective under pressure. Able to remain professional in high stress situations.</li>
<li>Able to plan, execute and manage high volumes of work.</li>
<li>Critical thinking skills related to time sensitive issues.</li>
<li>Ability to effectively and professionally communicate with internal and external clients.</li>
<li>Requires strong analysis, judgment, negotiation, and problem-solving skills.</li>
<li>Flexible attitude in accepting unique and non-standard solutions.</li>
<li>Able to train and/or mentor others</li>
</ul>
Working Conditions:
Centria's office hours are Monday through Friday from 8:30am-6:00pm. Additional time may be required to complete above work or meet company objectives.
Physical Requirements:
While performing the duties of this job, physical requirements such as bending, reaching and lifting of up to 50 pounds may be required. This role will require sitting a majority of the day as well as walking as standing when needed. This role will require close visual activity on multiple computer screens or monitors and the ability to analyze data and figures on a screen.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, Veteran status, or disability status. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the position. Centria reserves the right to amend this job description at any time, with or without written notice.

Healthcare Client Service Manager

<h3>Job Description</h3>
Job Description
Hoops HR is seeking a Commercial Lines Account Manager on behalf of a leading insurance agency to join their team! (Target hire date October-November 2025.)
Office Location: Austin, TX.
Work Hours: Full time position, hybrid work schedule with flexible start/end times between 7:45am - 5:00pm (in-office requirement for Tuesdays and Wednesdays) 
Our Awesome Benefits/Perks:
<ul>
<li>401K + employer match</li>
<li>Medical, Dental, and Vision Insurance with HSA and FSA options</li>
<li>Pet Insurance</li>
<li>Fitness Center Discounts</li>
<li>Employer-paid life insurance and disability</li>
<li>Voluntary benefits (such as critical illness and accident insurance)</li>
<li>Travel reimbursement</li>
<li>Tuition Reimbursement</li>
<li>Employee Referral Program</li>
<li>Opportunities for growth and promotion up to leadership level</li>
<li>And so much more!</li>
</ul>
Commercial Lines Account Manager - Role Overview:
The Commercial Lines Account Manager will provide a high level of customer service to clients and sales support to the Production team. The Commercial Lines Account Manager position includes collaborating with agency personnel in the production of new and renewal accounts by assisting in selling, marketing, and servicing in keeping with Agency and individual Producer goals. 
Commercial Lines Account Manager - Role Responsibilities:
<ul>
<li>Client Book Growth:
<ul>
<li>Partner with producers to formulate insurance and risk management plans that are tailor-made for clients’ needs</li>
<li>Meet with new prospects and clients in person or virtually</li>
<li>Grow the book of business by new sales or increased coverage limits on existing accounts</li>
<li>Partner with other Agency departments, including Personal Lines and Employee Benefits, to cross-sell new and existing clients</li>
</ul>
</li>
<li>Client Book Management and Retention:
<ul>
<li>Conduct periodic coverage reviews and exposure analyses for clients to ensure appropriate program design and implementation</li>
<li>Maintain records according to Agency standards and processes. Ensure information is properly documented and readily accessible</li>
<li>Oversee daily processes for the book of business including renewal summaries, proposals, change requests/endorsements, binders, certificates, policy checking, audits, and accounting as needed</li>
<li>Maintain follow-up and suspense on outstanding orders, correspondence, audits, reports, claims, and renewal expirations</li>
<li>Reviews insurance and indemnification parts of contracts</li>
<li>Manage account receivables to ensure timely collection of premiums, reconcile accounting discrepancies and follow up on aging receivables</li>
</ul>
</li>
<li>Manage Client Renewal Process:
<ul>
<li>Attend renewal review meetings with Producers and Team Lead to prepare marketing strategies for upcoming renewals</li>
<li>Lead all accounts through the new and renewal process. Market accounts to insurance carriers and brokers as needed</li>
</ul>
</li>
<li>Uphold Strong Personal Relationships and Team Accountability:
<ul>
<li>Maintain proactive communication with clients, producers, and team members including handling client and/or company questions/issues appropriately</li>
<li>Develop strong personal relationships with appropriate insurance carrier personnel and become familiar with carrier product options</li>
<li>Communicate effectively with the team including Producers, Account Executives, Account Coordinators, or Analysts</li>
<li>Continue professional development by attending continuing education courses, seminars, and workshops</li>
</ul>
</li>
</ul>
Commercial Lines Account Manager - Requirements:
<ul>
<li>2+ years of commercial lines account management/client servicing experience managing a high volume workload in a midsize brokerage house required</li>
<li>Active TX State Property and Casualty Insurance license required</li>
<li>Experience with Insurance Agency Software (Applied Epic preferred)</li>
<li>Proficient in Microsoft Office Suite products (Word, Outlook, Excel, and PowerPoint) preferred</li>
<li>High level of proficiency using online rating systems, maintaining underwriter relationships, and experience working with wholesale brokers</li>
<li>Commit to, utilize, and follow Agency procedures while remaining adaptive/flexible to changing demands of a growing company</li>
<li>The ability to travel locally as required</li>
</ul>
EEOC
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and 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.
Similar Titles: Commercial Lines Insurance Account Manager, Commercial Insurance Account Executive, Commercial Lines Account Executive, Commercial Insurance Customer Service Representative (CSR), Commercial Insurance Specialist, Commercial Lines Account Representative, Insurance Account Manager – Commercial Lines, Insurance Service Representative – Commercial Lines, Client Service Manager – Commercial Insurance, Insurance Associate – Commercial Lines, Commercial Lines Insurance Coordinator, Commercial Insurance Advisor, Insurance CSR – Commercial Lines, or Insurance Account Executive – Commercial Lines.
Keywords: commercial lines insurance, account management, account executive work, account representation, customer service representation (CSR), and client service management. Candidates should be familiar with property and casualty insurance, general liability insurance, workers’ compensation, commercial auto insurance, commercial property insurance, business owner’s policies, umbrella coverage, insurance policies, policy changes and endorsements, insurance renewals, premium audits, insurance carriers, and agency management systems. Skills that are valuable for this role include client service, customer service, policy quoting, policy binding, underwriting support, data entry accuracy, multi-tasking, problem solving, communication skills, and relationship management. Licensing requirements include an active property and casualty license, being P&amp;C licensed, and other relevant insurance licenses.

Client Manager

<h3>Job Description</h3>
Job Description
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?
Patterson &amp; Company CPA's is now part of Abacus!, in partnership with Crete Professionals Alliance. They’ve joined forces with Abacus!, a full-service accounting and advisory firm known for people-focused service and smart financial guidance. Together with Crete Professionals Alliance,a national leader in innovative back-office solutions, they’re bringing their clients more strength, support, and expertise.
Due to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!
Job Title: Client Manager

Department: Accounting Services 
Reports To: Accounting Manager
Employment Type: Full-time
Work Location:&nbsp;In person

Job Summary: The Client Manager is responsible for managing client relationships and ensuring the delivery of high-quality accounting and advisory services. This role requires understanding client needs, coordinating with the firm’s internal teams, and developing strategies to enhance client satisfaction. The Client Manager will act as a trusted advisor, providing insights and solutions that align with clients' business objectives.

Key Responsibilities:

<ul>
<li>
Quality Assurance and Compliance:
<ul>
<li>
Ensure compliance with accounting standards, regulatory requirements, and internal policies.
</li>
<li>
Oversee the quality and accuracy of work produced before distributing to clients.
</li>
<li>
Conduct regular audits and reviews of client accounts and deliverables.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Client Relationship Management:
<ul>
<li>
Develop and maintain strong, long-term relationships with clients.
</li>
<li>
Act as the primary point of contact and liaison between clients and the firm’s internal teams.
</li>
<li>
Conduct regular meetings and check-ins with clients to review services, performance, and future needs.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Account Oversight:
<ul>
<li>
Manage client accounts to ensure the timely and successful delivery of solutions according to client needs and objectives.
</li>
<li>
Coordinate with accounting, audit, and tax teams to ensure client expectations are met or exceeded.
</li>
<li>
Monitor account performance and develop strategies for account growth and retention.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Service Delivery:
<ul>
<li>
Collaborate with service delivery teams to design and implement client solutions.
</li>
<li>
Ensure that client deliverables are completed on time, within scope, and budget.
</li>
<li>
Address and resolve any issues or concerns raised by clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Business Development:
<ul>
<li>
Identify opportunities for additional services or solutions that benefit clients.
</li>
<li>
Work with the business development team to prepare proposals and presentations for prospective and existing clients.
</li>
<li>
Participate in contract negotiations and renewals
</li>
</ul>
</li>
</ul>
<ul>
<li>
Reporting and Analysis:
<ul>
<li>
Prepare regular reports on account status and performance for internal stakeholders and clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Analyze client data to provide insights and recommendations for improving service delivery and client satisfaction.
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
</li>
<li>
Minimum of 3-5 years of experience in client management, preferably within a CPA firm or financial services industry.
</li>
<li>
Strong understanding of accounting and financial principles.
</li>
<li>
Excellent communication, negotiation, and interpersonal skills.
</li>
<li>
Proven ability to manage multiple accounts and projects simultaneously.
</li>
<li>
Proficiency in CRM software and Microsoft Office Suite.
</li>
</ul>

Preferred Qualifications:
<ul>
<li>
CPA or progress towards certification is a plus.
</li>
<li>
Experience managing high-profile or complex accounts.
</li>
</ul>

Working Conditions:
<ul>
<li>
Primarily office-based with some travel to client sites as needed.
</li>
<li>
Flexibility to work additional hours during peak periods.
</li>
</ul>
Schedule:&nbsp;Monday – Friday, 9:00AM – 5:30PM
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of&nbsp;$75K – $90K&nbsp;annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
<ul>
<li>
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
</li>
<li>
Company-Paid Life and Long-Term Disability Insurance
</li>
<li>
Ancillary Benefits such as supplemental life insurance and short-term disability options
</li>
<li>
Classic Safe Harbor 401(k) Plan with employer contributions
</li>
<li>
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
</li>
</ul>
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1

<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.
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>.
C15802
Requisition ID 2025-1430818

<h3>Job Description</h3>
Job Description
Position: Client Sales Manager 
International Fertility Insurance is a rapidly growing company of surrogacy insurance experts and case management professionals that provide unsurpassed support and education to intended parents seeking peace of mind as they grow their families. We pride ourselves in providing compassionate, professional service throughout our clients’ surrogacy journeys. We have experience supporting intended parents worldwide and work with surrogacy agencies, attorneys, and fertility clinics across the United States, Canada, Mexico, South America, Europe, Israel, Asia, Australia, New Zealand, and South Africa. We collaborate with more than 100 insurance companies to find the best option to meet the needs of intended parents. Learn more about us at <a href="http://www.goifi.com" target="_blank">www.goifi.com</a>. 
IFI is seeking to hire a full-time, remote, Client Sales Manager. 
What you’ll do:  
<ul>
<li>Lead, coach, and develop a team of Client Sales Consultants and Client Intake Coordinator to meet individual and team sales goals</li>
<li>Design and implement sales strategies that align with organizational revenue targets</li>
<li>Forecast annual, quarterly and monthly sales revenue and adjust plans based on performance and market trends</li>
<li>Coordinate sales action plans and delegate customer account responsibilities to team members</li>
<li>Investigate lost sales and customer accounts to inform future strategy and retention efforts</li>
<li>Monitor team performance, provide feedback, and conduct regular performance reviews to ensure accountability and growth</li>
<li>Foster a culture of empathy, responsiveness, and excellence in client service</li>
<li>Oversee the intake process for domestic and international clients, ensuring timely and personalized consultations</li>
<li>Develop and maintain systems for lead qualification, categorization, and rapid outreach and response time</li>
<li>Ensure accurate and thorough documentation of client interactions in CRM to support collaboration and continuity </li>
<li>Manage and maintain Calendly account access for sales and intake team, ensuring proper user permissions, calendar integrations, and availability settings to support client scheduling and team coordination</li>
<li>Collaborate with cross-functional teams to improve internal workflows and client experience</li>
<li>Analyze sales data to identify performance trends, anticipate client needs, and identify actional opportunities to enhance conversion rates, client satisfaction, and team productivity</li>
<li>Develop, implement, and maintain Standard Operating Procedures (SOPs) for sales and intake processes to achieve operational consistency and efficiency</li>
<li>Develop, implement, and maintain client-facing marketing materials and website content</li>
<li>Represent IFI in webinars, client consultations, and professional partner engagements to promote services and build relationships</li>
</ul>
What you’ll need to succeed:  
<ul>
<li>3+ years of experience in sales operations management, marketing and/or business operations as a subject matter expert to develop and execute sales strategies that drive revenue growth</li>
<li>Proven leadership experience leading and coaching a high-performing team</li>
<li>Demonstrated experience using data and reporting to identify sales forecasts, setting measurable performance and productivity metrics to improve the sales functions</li>
<li>Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure local execution and business impact</li>
<li>Strong understanding of Salesforce CRM and reporting tools</li>
<li>Experience with Calendly, Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint), and Zoom strongly preferred</li>
<li>Excellent written and verbal communication skills for engaging with clients, professional partners, and internal teams</li>
<li>Ability to present and explain complex concepts clearly and empathetically to diverse audiences</li>
<li>Experience crafting clear, empathetic, and brand-aligned client-facing communications that support client understanding, engagement, and trust throughout the intake and sales process</li>
<li>Comfortable working in a remote, fast-paced, and evolving environment</li>
</ul>
Desired but not required: 
<ul>
<li>Experience in the surrogacy, fertility, or insurance industry</li>
<li>Experience with Microsoft Office Suite (Word, Excel, PowerPoint)</li>
<li>Experience with Zoom</li>
<li>Experience with Calendly</li>
</ul>
What are the benefits:   
<ul>
<li>401(k) with match</li>
<li>Health Insurance; including dental and vision</li>
<li>Paid Time Off</li>
<li>Ability to work remotely</li>
<li>Opportunity to work with a growing company in an interesting and challenging industry</li>
</ul>
IFI and its companies are equal opportunity employers. We provide opportunities without regard to race, color, religion, gender, age, national origin, disability, veteran status, sexual orientation, genetic information and gender identity or expression. The law requires an employer to post notices describing the Federal laws prohibiting job discrimination based on race, color, sex, national origin, religion, age, equal pay, disability, veteran status, sexual orientation, and genetic information and gender identity or expression. Please visit <a href="https://www.eeoc.gov/employers/eeo-law-poster" target="_blank">https://www.eeoc.gov/employers/eeo-law-poster</a> to visit the “EEO is the Law” poster.

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