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<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 Success 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 $60,000-70,000 with the potential to earn up to an additional $6,000 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 primary objective of a Client Success Manager (CSM) at our company is to cultivate robust and enduring relationships with our clients, driving business enhancement and fulfilling cybersecurity and compliance requirements. Success in this role is multifaceted, encompassing Cross-Selling, and Expansion, Client Satisfaction and Retention, Product Adoption, Customer Education and Training, Risk Mitigation and Compliance Management, and profound Industry Knowledge. To achieve these goals, CSMs are engaged in various activities such as customer onboarding meetings, strategic cross-selling of new and complementary solutions, account audits, promoting new products, and consistent follow-up with customers.
<ul>
<li>Achieve high client satisfaction and retention rates.</li>
<li>Demonstrate the long-term value of our products.</li>
<li>Conduct regular check-in meetings with clients, ensuring a minimum quarterly engagement.</li>
<li>Identify expansion opportunities within each account by assessing client needs and matching them with ComplyAuto's full product suite.</li>
<li>Strategically cross-sell and upsell products to drive adoption across all ComplyAuto platforms and services.</li>
<li>Aim for a 95% retention rate and a 9/10 satisfaction rate on biannual customer surveys.</li>
<li>Maintain continuity of contact with clients onboarded to prevent loss of connection.</li>
<li>Travel to clients for in-person meetings to strengthen relationships and address their needs effectively.</li>
<li>Motivate clients to fully leverage the software's features and capabilities.</li>
<li>Collaborate with the Sales and Product teams to develop and execute tailored growth strategies for assigned accounts.</li>
<li>Track, measure, and report on cross-sell and upsell performance metrics to ensure steady account growth.</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 Director.</li>
<li>Facilitate customer onboarding as per the guidelines set by the Client Success Director.</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, 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, Coro, and Duo.</li>
<li>Stay informed about industry trends, emerging threats, and regulatory changes, especially those affecting car dealerships.</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 in any field or associate degree and three years of customer service experience any combination of education, experience, and training which provides the following knowledge, skills, and abilities:
<ul>
<li>Demonstrated success in expanding account value through consultative selling and identifying opportunities for cross-selling and upselling and meeting sales targets.</li>
<li>Demonstrated experience providing effective education, training and/or transferring product or service knowledge to end users.</li>
<li>Experience managing a product portfolio and guiding clients toward multi-solution adoption is preferred.</li>
<li>Proven ability to build and maintain long-term mutually beneficial relationships with customers.</li>
<li>Ability to work with computer software programs sufficient to effectively and efficiently provide instructions, guidance and interpretation of software program data and reports</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>
<li>Proven ability to consistently perform duties with integrity, effectiveness, efficiency, and at the highest level of professionalism.</li>
<li>Demonstrated experience in 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>
</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 Success Manager

<h3>Job Description</h3>
Job DescriptionBDG is seeking a creative and strategic marketer to join our Presale Marketing team. As a Client Solutions Manager, you will play a key role in the presale process - leading the development of compelling, custom proposals across BDG’s portfolio of brands. Your work will directly contribute to driving revenue growth across categories and clients. This role must be based out of one of the core markets, New York City, Chicago or Los Angeles. Working EST hours are required.Key Responsibilities
<ul>
<li>Lead the development of innovative strategies across non-endemic categories (Auto, Tech, Finance, Food/Bev, CPG) - designing approaches that expand BDG’s influence beyond the core female lifestyle space and drive growth across emerging verticals</li>
<li>Collaborate closely with Sales, Branded Content, Video, Experiential, Research/Trends, and Social/Talent teams to develop strategic marketing proposals, reinforcing BDG’s position as a thought leader</li>
<li>Manage margins / COGS of all pitched programs in pre-sales, aligning with category benchmarks to ensure business profitability</li>
<li>Build on signature brand initiatives while ideating new, multi-platform opportunities that connect advertisers with our audiences through engaging products and proprietary insights</li>
<li>Ensure all proposals are strategically packaged from a marketing and planning perspective, aligning with the needs of brand partners</li>
<li>Leverage insights and research to curate thoughtful, data-backed marketing solutions that resonate with clients</li>
<li>Manage cross-functional workflows to ensure seamless execution and proper handoff of sold programs to the post-sale/account management team</li>
<li>Stay up to date on industry trends, entertainment news, competitive campaigns, and digital innovations, surfacing relevant ideas to inspire the team</li>
<li>Join client calls and meetings as needed to present and articulate creative marketing concepts</li>
</ul>
Requirements
<ul>
<li>Creative, collaborative, and big-picture thinker with excellent verbal and written communication skills; adept at managing multiple projects and proposals simultaneously</li>
<li>Proactive self-starter with a strong grasp of sales objectives and a focus on driving revenue through strategic, custom ideation</li>
<li>Skilled at analyzing insights and translating data into actionable marketing opportunities</li>
<li>Deep understanding of digital sales, cultural trends, marketing strategies, and workflow processes</li>
<li>Proficient in Canva, Keynote, Microsoft Office Suite, and SnagIt; experienced with research tools including Google Analytics, comScore, Quantcast, and/or Shareablee</li>
<li>Highly organized with strong project and time management skills; thrives in fast-paced environments</li>
</ul>
 The expected semi-monthly gross salary offers are based on a wide range of factors, including, but not limited to, relevant skills, training, and experience.BDG is one of today’s leading global media companies with a portfolio of distinct digital and experiential brands that are shaping culture through its authentic and trusted storytelling. Audiences turn to our brands to hear from a set of diverse voices around the interests of engaging the next generation. Founded in 2013, the Company reaches over 223 million readers and social fans and serves hundreds of the world's largest advertisers.
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.

Manager, Client Solutions

<h3>Job Description</h3>
Job Description
Client Relations Manager – Front Desk + Patient Growth Location: Fishers, IN Job Type: Full-Time, On-Site Pay: $55,000 – $67,000 per year Schedule: Monday–Friday schedule (standard business hours; occasional evening/weekend events — 1 small event per month and 1 larger event per quarter) Benefits: Full and comprehensive benefits package Join a Fast-Growing Men’s Health &amp; Wellness Clinic Ageless Men’s Health is a national leader in Testosterone Replacement Therapy (TRT) and personalized wellness services. With over 90 clinics and more than 1 million treatments administered, we’re redefining what it means to provide compassionate, evidence-based care for men’s health. We’re hiring a Client Relations Manager for our Fishers, IN clinic — someone who thrives in a patient-facing front desk role and is passionate about building relationships and growing the business. What You’ll Do As the first point of contact in the clinic, you’ll be responsible for: Front Desk &amp; Patient Coordination
<ul>
<li>Greet and check in patients by name with warmth and professionalism</li>
<li>Manage appointment scheduling, check-out, and payment collection</li>
<li>Assist with insurance verification and documentation</li>
<li>Follow up on unpaid balances and billing questions</li>
</ul>
Client Relationship &amp; Retention
<ul>
<li>Build strong relationships with patients to support return visits</li>
<li>Conduct follow-ups to keep patients engaged in their treatment plans</li>
<li>Maintain a high level of customer service and care</li>
</ul>
Sales &amp; Community Outreach
<ul>
<li>Respond to new patient leads from phone, web forms, and email</li>
<li>Schedule consultations and convert leads into appointments</li>
<li>Recommend additional products and services that support patient goals, when appropriate</li>
<li>Attend local events (e.g., gyms, trade shows, wellness expos) to promote clinic services and generate new patient interest</li>
</ul>
 What We’re Looking For Must-Have Skills
<ul>
<li>Excellent communication and people skills</li>
<li>Experience in customer service, sales, or front-desk coordination</li>
<li>Strong organization and attention to detail</li>
<li>Comfortable discussing payments and insurance with professionalism</li>
</ul>
Bonus if You Have
<ul>
<li>Experience in a medical office or wellness clinic</li>
<li>Community outreach or event experience</li>
<li>A personal interest in health, fitness, or wellness</li>
</ul>
 Why You’ll Love Working Here
<ul>
<li>Competitive salary: $55,000–$67,000 per year</li>
<li>Full-time, Monday–Friday schedule (standard business hours; occasional evening/weekend events — 1 small event per month and 1 larger event per quarter)</li>
<li>Full benefits package: Medical, dental, and vision insurance</li>
<li>Free select clinic services</li>
<li>Paid time off + holidays</li>
<li>Be part of a mission-driven, high-growth healthcare company</li>
<li>Work in a positive, supportive, and energetic environment</li>
</ul>
 Ready to Make a Difference? Apply now and help patients feel their best — physically and mentally — while growing your career with a leading name in men’s health and wellness.&nbsp;You can also visit our website to learn more about our mission and services.
#INDCRM Keywords:&nbsp;Client Relations Manager, Front Desk Coordinator, Patient Care Coordinator, Medical Receptionist, Clinic Manager, Wellness Consultant, Sales Coordinator, Patient Experience Specialist, Medical Office Assistant, Men’s Health Clinic, Testosterone Replacement Therapy (TRT), Hormone Replacement Therapy (HRT), Health and Wellness Center, Medical Weight Loss, IV Therapy, Vitamin Injections, Preventive Health, Concierge Medicine, Functional Medicine, Med Spa, Healthcare Administration, Patient Retention, Client Engagement, Wellness Sales, Healthcare Front Desk, Healthcare Customer Service, Medical Office Coordinator, Sales and Marketing, Community Outreach, Event Marketing, Fitness and Wellness, Men’s Wellness Clinic, Patient Support Specialist, Healthcare Sales, Clinic Operations, Testosterone Therapy for Men, Patient Relations.
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Client Relations Manager

<h3>Job Description</h3>
Job Description
At Selerix, we are dedicated to providing exceptional service and support to our clients. We believe that great service is the key to building lasting relationships, and we are looking for a passionate, proactive ACA Customer Success Manager to join our team. This role is vital in ensuring that our clients receive the highest level of service and support throughout their journey with us.
 Benefits:
<ul>
<li>Medical, Dental and Vision insurance</li>
<li>4 weeks paid time off (PTO)</li>
<li>9 paid Holidays</li>
<li>401k (with match)- Basic Life - Long Term Disability (LTD)</li>
</ul>
Location: Positions available in Columbia, South Carolina, and Metairie, Louisiana. Includes minimal travel &lt;10%.
Reports to: Director of ACA Services
ACA Customer Success Manager Role Summary:
Responsible for the various stages of the Selerix ACA process for IRS filing and employer reporting requirements. This position is the primary liaison between the employer and Selerix for ACA reporting. Works in conjunction with internal and external partners to provide end-to-end ACA service to our client base. This position provides superior customer service and maintains a working knowledge on existing/new laws or regulations regarding ACA. The position manages and maintains a case load of 75+ unique EINs.
ACA Customer Success Manager Requirements:
<ul>
<li>Fluently speak, read, and write English</li>
<li>Strong written and verbal communication skills</li>
<li>Demonstrates strong ethics and maintain confidentiality</li>
<li>Expert Microsoft Office skills</li>
<li>Proven project management skills</li>
<li>Self-starter, with excellent organizational and time management skills</li>
<li>Work in a team environment as well as independently</li>
<li>Proven ability to prioritize and multi-task</li>
<li>Ability to interpret, evaluate and communicate detailed information</li>
</ul>
Characteristics:
<ul>
<li>Self-directed</li>
<li>Sense of urgency</li>
<li>Customer Focused</li>
<li>Professional demeanor</li>
<li>Organized, detail oriented; catch errors early</li>
<li>Ethical; respects confidentiality</li>
<li>Ability to see and understand the “big picture”</li>
<li>Excellent listener</li>
</ul>
ACA Customer Success Manager Responsibilities:
<ul>
<li>Serves as ACA primary point of contact for Selerix Employer groups</li>
<li>Effectively perform ACA project management within the project timeline leading to the IRS deadlines.</li>
<li>Consistently maintains security and confidentiality of all client data per Selerix company policy and HIPAA requirements.</li>
<li>Promptly researches and troubleshoots issues as reported by client/service partners.</li>
<li>Prioritize and manage multiple ACA cases simultaneously to ensure client satisfaction is maintained at the standard required by the Director of ACA Services.</li>
<li>Works collaboratively with internal/external partners to resolve issues.</li>
<li>Provides project oversight and ensure the ACA process maintains momentum.</li>
<li>Maintains knowledge and competence in ACA compliance, Selerix ACA workflow structure and reporting functionality.</li>
<li>Effectively manages multiple client implementations simultaneously.</li>
<li>Coordinates deliverables for system enhancements or changes related to ACA updates.</li>
<li>Following established processes and procedures, creates and configures ACA configuration and setup based on client information.</li>
<li>Participates in staff meetings, conference calls, and other meetings, as needed.</li>
<li>Performs other duties as required.</li>
</ul>
Working Conditions:
<ul>
<li>Fast-paced environment.</li>
<li>Requires normal vision (corrected) both close and distant.</li>
<li>Requires normal hearing levels (corrected).</li>
<li>Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending.</li>
<li>Use office equipment and machinery effectively.</li>
<li>Requires normal finger dexterity for keyboarding.</li>
<li>Work effectively with frequent interruptions.</li>
<li>Minimal travel &lt;10%.</li>
</ul>
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.

ACA Client Manager I

<h3>Job Description</h3>
Job Description
Client Success Manager
Job Description
THIS IS A FULLY REMOTE (WORK FROM HOME) POSITION.
Customer Success Manager About Springbig Springbig is the leading SaaS loyalty, marketing, and customer engagement platform serving retailers and brands across highly regulated industries throughout the U.S. and Canada. We empower businesses to build stronger relationships with their customers through advanced data, automation, and analytics — helping them drive retention, growth, and revenue. Headquartered in Boca Raton, FL, with additional offices in Seattle and Toronto, Springbig supports hundreds of clients across thousands of locations, engaging millions of consumers through its platform every day. Position Overview We are seeking a Customer Success Manager (CSM) who is passionate about helping mid-market clients achieve measurable business growth using Springbig’s platform. As a CSM, you’ll act as a trusted advisor, partnering closely with your customers to optimize their marketing strategies, expand platform adoption, and identify new opportunities for success. Our mission is simple — deliver exceptional service and results through deep product expertise, proactive engagement, and strong communication. This role is ideal for someone with a proven background in SaaS account management, marketing automation, or e-commerce strategy, and who thrives in a fast-paced, high-impact environment. How You’ll Make an Impact Serve as a strategic partner for ~40 mid-market and enterprise customers, acting as their primary point of contact and trusted advisor. Drive revenue growth by helping clients optimize email, SMS, and loyalty program performance using the Springbig platform. Collaborate with clients to develop customized marketing strategies aligned with their business objectives and audience behavior. Transform workflows by introducing AI-driven solutions and smarter systems that enhance campaign efficiency and analytics. Build strong, long-term relationships with stakeholders, ensuring alignment between client and Springbig goals. Provide consultative support across technical and non-technical teams, helping customers maximize platform value and ROI. Champion customer feedback internally, working cross-functionally to improve platform experience and overall satisfaction. Contribute to a positive, collaborative team culture rooted in empathy, innovation, and accountability. Who You Are 5+ years of account management or customer success experience in SaaS, marketing technology, or related industries. Proven track record of building and nurturing relationships with multiple stakeholders within mid-market or enterprise accounts. Hands-on experience with email and SMS marketing platforms and CRM systems such as Salesforce A creative problem solver who enjoys finding new ways to deliver measurable outcomes for clients. Strong program management skills, capable of leading projects from scoping and planning through execution and success measurement. A natural communicator with excellent verbal and written skills, comfortable leading conversations via phone, video, and email. Curious, adaptable, and eager to learn new technologies — including AI-powered tools and marketing automation workflows. Thrives in a fast-paced, evolving environment, balancing multiple priorities with precision and energy. Experience in e-commerce, digital marketing, or highly regulated industries is strongly preferred.
What’s it like to work at Springbig?
It’s awesome! We’re a driven, passionate, responsible group who values professional growth and work life balance.
Why you should work with us:
We are a fun start-up, with a start-up culture Our company is continually growing and always innovating and creating new features for ourselves and our clients Full benefits package (Health, Dental, Vision, Life) 401k with matching Unlimited PTO Company atmosphere is collaborative, passionate and fun. Casual dress code Work with some of the best &amp; brightest technical minds in the industry! We learn from and share knowledge with each other every day.
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<h3>Job Description</h3>
Job Description
Beemac Logistics is looking to build our Salesforce!&nbsp; We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential.&nbsp; This is a unique inside sales position with the ability to make a SIX-FIGURE income in as little as 18 months! It is an opportunity to grow a book of business and build meaningful relationships in the transportation logistics industry. In this role you can earn cash bonuses, become a Vice President,&nbsp;and work from home days possible after achieving sales goals and KPIs benchmarks.
What makes a successful Client Solutions Manager (CSM):
<ul>
<li>As a successful CSM, you will act as a&nbsp;business owner, entrepreneur&nbsp;and&nbsp;customer service specialist&nbsp;determined to&nbsp;build your own book of business&nbsp;by being the single point of contact for all your customer’s needs.</li>
<li>Utilizing&nbsp;expert oral and written communication skills&nbsp;to&nbsp;build and maintain positive relationships&nbsp;with new and existing customers.</li>
<li>Partnering with sales leadership&nbsp;and wanting to “think outside the box” to&nbsp;create strategies&nbsp;for prospecting new business.&nbsp;</li>
<li>Using your personality&nbsp;and&nbsp;possessing positive energy&nbsp;to impact others and your working environment.</li>
<li>Enjoy&nbsp;working as a team&nbsp;in a very fast paced environment to&nbsp;deliver value added solutions.</li>
<li>Practicing&nbsp;effective time management&nbsp;to organize your day and avoid getting easily distracted.&nbsp;</li>
<li>Being an inquisitive, quick learner&nbsp;and paying attention to small details.</li>
<li>Never settle!&nbsp; Be&nbsp;competitive and willing to take initiative&nbsp;to put your customers first.&nbsp;</li>
<li>Most of all, have the&nbsp;drive to grow your book of business continually and consistently!</li>
</ul>
Day to Day Functions of a Successful CSM:
<ul>
<li>Call existing customers and utilizing Partnership Selling to increase sales.</li>
<li>Prospect new business and forge new relationships daily.</li>
<li>Work with operations to build and track loads.</li>
<li>Negotiate rates with carrier partners and valued clients.</li>
<li>Utilize multiple forms of communication such as telephone, e-mail, instant messenger, and other support software.</li>
</ul>
What you need to bring to the table:
<ul>
<li>You must be able to work full-time Monday through Friday.</li>
<li>A detailed career development program that offers incentives and rewards in the following areas: income, job title, time-flexibility plus education/training.</li>
<li>A College Degree is preferred.&nbsp; However, relevant advanced sales or industry experience will be considered.</li>
<li>Previous sales or customer service experience preferred.</li>
<li>Must possess the qualities of an entrepreneur with strong independent and teamwork skills.</li>
<li>High energy and enthusiasm.</li>
<li>Driven by a high moral and ethical compass.</li>
<li>Willingness to conduct and build your business confidently over the telephone and face-to-face.</li>
</ul>
Why you should join us:
<ul>
<li>We are growing at a fast pace with consistent year over year revenue increases of more than 100%.</li>
<li>We offer a dynamic/progressive company culture that values our employees as our greatest assets.&nbsp;</li>
<li>Our industry experienced supervisors and managers act as advocates and coaches rather than bosses.</li>
<li>We believe that “Relationships Move Loads.”&nbsp; Simply put, when YOU SUCCEED, WE ALL SUCCEED!&nbsp;</li>
</ul>
The Many Benefits of Beemac:
<ul>
<li>Competitive base salary (commensurate with experience) plus UNCAPPED COMMISSIONS POTENTIAL!</li>
<li>Potential to grow a 100K book of business in less than 18 months</li>
<li>401(k) program plus company matching.</li>
<li>Paid Time Off and Paid Vacation Holidays.</li>
<li>Health/Dental/Vision coverage.</li>
<li>Potential to work remotely or from wherever you choose</li>
<li>Career Development</li>
<li>Work/Life Balance</li>
</ul>
Beemac Accomplishments &amp; Company Awards:
⮚Ranked 48th largest freight brokerage firm in the U.S. by Transport Topics 2025
⮚Ranked 94th in Top 100 logistics companies Transport Topics 2025
⮚Named a winner of the Pittsburgh Post-Gazette’s “Top Workplaces 2025” Award.
⮚Ranked as a top 10 flatbed carrier by Transport Topics 2024
⮚Ranked No. 2925 on the Inc. 5000 list 2024
⮚Top 500 largest for-hire Carriers by Freight Waves 2023
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Client Solutions Manager

<h3>Job Description</h3>
Job Description
This position is being offered by The Crossroads Group. WestPoint Financial Group is assisting with the sourcing of this role.
The Crossroads Group seeks to help people make sense of financial decisions regardless of what life has in store. Together, in partnership with their clients, they work to bring understanding and confidence to the decisions that are made to create financial success and financial freedom. Care and commitment is given to each and every person they work with and the best interests of their clients are at the center of everything they do!
The Crossroads Group is currently seeking a Client Relationship Manager to assist with business submission and client service requests splitting support between dedicated support for their lead advisor and shared support across the team. The ideal candidate will be personable, detail-oriented, organized, a resourceful problem-solver and collaboration-focused. 
Applicants should have Microsoft Office proficiency, as well as computer aptitude to learn proprietary software programs quickly. Knowledge of Insurance and Financial Industry is a plus, as the candidate will help collect and process new business from application to completion, while adhering to strict compliance procedures.
This role is Full-Time (40 hours per week), Monday through Friday (8 a.m. - 5 p.m.), and is located on site in our Indianapolis office.
Responsibilities:
<ul>
<li>Submit client applications and proactively monitor business in progress to ensure timely follow-through</li>
<li>Communicate effectively with underwriting and review teams to support seamless case progression</li>
<li>Respond to client inquiries and service requests with professionalism and care</li>
<li>Document all client-related activities and updates in the CRM system with precision</li>
<li>Anticipate needs and provide strategic support to busy advisors across the practice</li>
<li>Build genuine and positive rapport with existing clients and prospects, reinforcing trust and long-term engagement</li>
<li>Schedule annual review appointments</li>
<li>Oversee scheduling and time management to optimize advisor availability</li>
<li>Track advisor licenses, renewals, and company appointments to maintain regulatory alignment</li>
<li>Prioritize tasks effectively and meet deadlines with minimal oversight</li>
<li>Demonstrate accountability and follow through on assigned responsibilities</li>
<li>Provide back-up coverage to fellow administrative tea members as needed to maintain continuity and service excellence</li>
<li>Other administrative duties as assigned</li>
</ul>
Candidate qualifications:
<ul>
<li>High school diploma or equivalent required; associate or bachelor's degree preferred</li>
<li>2+ years of professional administrative experience</li>
<li>Exceptional communication skills - written, verbal, and interpersonal</li>
<li>Strong organizational abilities with proven multi-tasking capability</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, Outlook, etc.)</li>
<li>Comfortable with Zoom, Teams, and Calendly</li>
<li>Experience using CRM systems required</li>
<li>Technologically adept with a solid understanding of digital workflows</li>
<li>Prior experience in insurance, investments, or banking preferred</li>
</ul>
Additional Desired Skills/Traits: 
<ul>
<li>A dependable team player who adapts seamlessly to evolving responsibilities and changing priorities</li>
<li>Demonstrates strong ownership of tasks through effective time management, organizational skills, and product knowledge</li>
<li>Accurately receives, interprets, and conveys information - both verbally and in writing - with precision and clarity</li>
<li>Maintains impeccable grammar and tone in all client communications, reflecting the highest standards of professionalism</li>
<li>Serves as a key point of contact between advisors, business partners, and clients to ensure smooth collaboration and service delivery</li>
<li>Capable of managing multiple priorities while consistently meeting deadlines and performance objectives</li>
</ul>
Salary: $25-32/hr 
Benefits: 
<ul>
<li>2 weeks PTO/year</li>
<li>Select Paid Holidays</li>
<li>Potential for Bonus Opportunity </li>
<li>Opportunities for professional growth and development</li>
</ul>
The Crossroads Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment 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.

Client Relationship Manager

<h3>Job Description</h3>
Job Description
Do you thrive at developing relationships by providing exceptional value? Mainstay Technologies is looking for a compassionate, confident, and experienced professional with excellent interpersonal skills to fill the role of Client Services Manager (CSM). As a trusted partner, you’re responsible for building strong relationships with existing and new clients by bridging the technical team to their business. As a dedicated CSM, you lead the relationship with the client’s primary contact by understanding their unique needs and aligning services. This role is critical to ensuring a smooth service delivery process by facilitating issue resolution, proposal acceptance and onboarding, and agreement renewals.&nbsp; &nbsp;
Adhering to Mainstay’s quality standards, the CSM strives to have a positive impact by enabling the success of our client’s organization through exceptional IT and information security services. Success in this highly visible role means being comfortable speaking with large groups while having confidence gained from the technical knowledge required to guide internal teams.&nbsp; &nbsp;
What you will be doing:&nbsp;
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Serve as the primary relationship owner for assigned client accounts, building trust and ensuring high satisfaction and retention.&nbsp;
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Partner closely with client decision makers, understanding their business needs, goals, and organizational dynamics.&nbsp;
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Identify opportunities to introduce additional Mainstay products and services that align with the client’s evolving needs.&nbsp;
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Proactively communicate with clients to solicit feedback, anticipate needs, and offer strategic guidance.&nbsp;
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Lead client engagement in IT strategic planning, preparing agendas, leading meetings, and managing follow-ups to ensure successful outcomes.&nbsp;
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Manage client-facing service delivery incidents, communication, root cause analysis, and resolution oversight.&nbsp;
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Act as the internal advocate for clients, aligning internal teams around client priorities and ensuring a seamless experience.&nbsp;
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Educate clients on available Mainstay solutions, ensuring they are informed about services that can benefit their business.&nbsp;
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Maintain a deep understanding of Mainstay products, project standards, and compliance requirements relevant to each client.&nbsp;
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Support internal teams with client insights, helping to navigate escalations, and providing contextual guidance.&nbsp;
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Ensure timely delivery and follow-through of proposals, agreements, and planning documentation.&nbsp;
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Build executive-level relationships by understanding risk tolerance, performance expectations, and compliance drivers across industries.&nbsp;
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What you should be like:&nbsp;
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You thrive on building genuine relationships and earning trust through clarity, empathy, and follow-through. You have a high level of emotional intelligence and can skillfully navigate complex situations, advocating for both the client and internal teams. &nbsp;
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</ul>
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You’re energized by collaboration, strategic conversations, and seeing your clients succeed. &nbsp;
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You’re naturally curious, eager to understand each client’s unique business, and committed to offering value through thoughtful engagement. In fast-paced moments, you remain calm, focused, and grounded in professionalism.&nbsp;
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</ul>
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You believe in proactive communication, continuous learning, and delivering service with integrity. You bring a sense of ownership to your work and find purpose in contributing to a bigger mission.&nbsp;
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Technical Qualifications and Skills: &nbsp;
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3–5+ years of client-facing experience in account management, client services, or strategic relationship roles&nbsp;
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Proven ability to engage with decision-makers and executives in a consultative, value-driven manner&nbsp;
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Strong communication and interpersonal skills—both verbal and written&nbsp;
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Ability to manage competing priorities and deadlines while maintaining attention to detail&nbsp;
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Comfort with technology concepts, IT services, or willingness to learn deeply about tech environments&nbsp;
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Experience facilitating meetings, presenting ideas, and guiding strategic conversations&nbsp;
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Demonstrated success working cross-functionally within a team-oriented organization&nbsp;
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Familiarity with CRM systems, documentation tools, and productivity platforms&nbsp;
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A mindset aligned with continuous improvement, trust-building, and client advocacy&nbsp;
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</ul>
About Mainstay &nbsp;
Mainstay Technologies - IT you trust from a team you enjoy. Mainstay Technologies provides a full IT and Information Security department to small and medium-sized businesses in the northern New England area. As a company in the Best Companies to Work For Hall of Fame, we believe in using the power of technology and of business to help people flourish. This translates to a culture of caring, high-ownership teammates who work hard, enjoy each other immensely, and turn off the work at the end of the workday, to focus on what matters more than work.  &nbsp;
It is our commitment to people that makes us who we are. We love what we do, and we love who we do it with. We are driven by our mission: to give more than we get. People are always the ends, never the means. In addition to being a Best Company to Work For, we have also been recognized for Coolest Companies for Young Professionals, “Best of Business” for Managed IT Services and Cyber Defense Strategies, and the Torch Award for Marketplace Ethics.  We have made the Inc. 500 | 5000 List for fastest growing small businesses 5 times.  &nbsp;
Benefits &nbsp;
This is a full time, salaried position with a full benefits package, including: &nbsp;
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A flexible and fun work environment with events, lunch+ learns, ping pong, snacks, games, and books &nbsp;
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3 weeks of PTO (4 weeks after 2 years) per year &nbsp;
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A 2-week sabbatical at 5 years and a 5-week sabbatical at 10 years &nbsp;
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Health, Dental, and Vision Insurance  &nbsp;
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Disability Insurance &nbsp;
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Group and Supplemental Life Insurance  &nbsp;
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Paid Family Leave &nbsp;
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401(k) with 3% match &nbsp;
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Training program (including paid certifications, tuition reimbursement, and bonuses on achieving certs) &nbsp;
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Paid Volunteer Time Off  &nbsp;
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Team Profit Sharing&nbsp;
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&nbsp; &nbsp; Location &nbsp;
We believe in Work-from-Anywhere AND in the value of in-person relationships. We provide nearly unlimited flexibility to work remotely, but we do hold team meetings and all-staffs in person.  We also maintain a beautiful office in Manchester, NH, and a satellite office in Laconia, and we encourage each team member to choose their own balance of home and in-office work, that maximizes wellbeing.  We do encourage all teammates to come in weekly, but it is not required.  Applicants must live within driving distance to support clients, onboarding, and ongoing team integration.   &nbsp;
Application &nbsp;
We utilize an Applicant Tracking System for our applications. Please whitelist the following domains to ensure you receive our communications:  jazz.co, jazzhr.com, and applytojob.com &nbsp;
 We reply to all applicants. Please check your junk/spam if you do not see an email from us. &nbsp;
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Client Services Manager

<h3>Job Description</h3>
Job DescriptionSalary: $16 per hour plus BONUS! 
Burn Boot Camp
 
Client Experience Manager (CEM)
Hours: MondayFriday, 5:00 AM12:00 PM (approx.) Some evenings required between 4:00 PM7:00 PM Some Saturdays required between 6:00 AM10:00 AM
 
Position Overview
The Client Experience Manager (CEM) oversees all aspects of the client experience once a client has entered the gym. This role ensures an exceptional in-gym experience, manages daily operations, and maintains communication across all staff and leadership teams.
The CEM also oversees gym maintenance and communicates any repair needs to the Franchise Partner (FP).
As Burn Boot Camp continues to evolve, responsibilities may adapt to meet new demands, improve performance, and increase operational efficiency.
The CEM works closely with the Head Trainer and Franchise Partner (FP) and provides leadership to the Burn Ambassadors and Childcare Staff.
 
Meetings
<ul>
<li>Bi-weekly: CEM, Head Trainer, and FP</li>
<li>Monthly: CEM, Head Trainer, and FP</li>
</ul>
 
Gym Operations
<ul>
<li>Communicates with FP regarding maintenance or repair needs.</li>
<li>Ensures gym cleanliness by enforcing daily/weekly cleaning checklists.</li>
<li>Works a minimum of three in-gym shifts per week, with at least two PM shifts monthly, excluding promotional periods when full in-gym presence is required.</li>
<li>Completes quarterly member account audits.</li>
<li>Inputs and updates monthly trainer schedules in MindBody (MB).</li>
<li>Ensures all staff uphold Burn Boot Camp standards and responsibilities.</li>
<li>Identifies operational gaps, proposes solutions, and communicates them to leadership.</li>
</ul>
 
Staff Management
<ul>
<li>Manages staff scheduling through When I Work (WIW).</li>
<li>Reviews and corrects missing punches/edits in WIW before payroll submission.</li>
<li>Oversees staff training, meetings, and follow-ups as needed.</li>
<li>Communicates new policies, updates, and processes to staff.</li>
<li>Acts as the primary contact for staff inquiries.</li>
<li>Identifies hiring needs; interviews and hires new staff.</li>
<li>Ensures onboarding checklists, training schedules, and all new hire paperwork are completed and submitted to the FP.</li>
<li>Partners with FP on staff terminations and system deactivations.</li>
<li>Provides disciplinary guidance in collaboration with the FP.</li>
<li>Covers shifts when needed to ensure the client experience is never compromised.</li>
<li>Maintains consistent one-on-one engagement with staff to ensure awareness of internal updates, events, and promotions.</li>
<li>Ensures trial trackers are updated daily by Burn Ambassadors.</li>
<li>Follows up with the Head Trainer on trial clients and updates the client log accordingly.</li>
</ul>
 
Retail Management
<ul>
<li>Manages inventory transfers between home gyms.</li>
<li>Conducts and verifies monthly retail inventory audits.</li>
<li>Updates retail markdowns and provides input on promotional opportunities.</li>
<li>Confirms receipt and accuracy of new retail orders, communicating issues to the FP.</li>
<li>Verifies that new retail quantities are properly entered into the system.</li>
</ul>
 
Client Communications
<ul>
<li>Acts as the primary contact for client inquiries and ensures proper follow-up by the appropriate team members.</li>
<li>Texts all new Saturday clients.</li>
<li>Runs weekly Last Visit reports and contacts clients who have not recently attended.</li>
<li>Completes all follow-ups assigned in MB, logging updates in both the Trial Tracker and Client Log.</li>
<li>Leads and participates in client engagement events, both in and out of the gym.</li>
<li>Assists in planning and executing future events.</li>
</ul>

Client Experience Manager

<h3>Job Description</h3>
Job Description
Beemac Logistics is looking to build our Salesforce!&nbsp; We need dynamic, competitive, and entrepreneurial minded individuals who are motivated by unlimited earning potential.&nbsp; This is a unique inside sales position with the ability to make a SIX-FIGURE income in as little as 18 months! It is an opportunity to grow a book of business and build meaningful relationships in the transportation logistics industry. In this role you can earn cash bonuses, become a Vice President,&nbsp;and work from home days possible after achieving sales goals and KPIs benchmarks.
What makes a successful Client Solutions Manager (CSM):
<ul>
<li>As a successful CSM, you will act as a&nbsp;business owner, entrepreneur&nbsp;and&nbsp;customer service specialist&nbsp;determined to&nbsp;build your own book of business&nbsp;by being the single point of contact for all your customer’s needs.</li>
<li>Utilizing&nbsp;expert oral and written communication skills&nbsp;to&nbsp;build and maintain positive relationships&nbsp;with new and existing customers.</li>
<li>Partnering with sales leadership&nbsp;and wanting to “think outside the box” to&nbsp;create strategies&nbsp;for prospecting new business.&nbsp;</li>
<li>Using your personality&nbsp;and&nbsp;possessing positive energy&nbsp;to impact others and your working environment.</li>
<li>Enjoy&nbsp;working as a team&nbsp;in a very fast paced environment to&nbsp;deliver value added solutions.</li>
<li>Practicing&nbsp;effective time management&nbsp;to organize your day and avoid getting easily distracted.&nbsp;</li>
<li>Being an inquisitive, quick learner&nbsp;and paying attention to small details.</li>
<li>Never settle!&nbsp; Be&nbsp;competitive and willing to take initiative&nbsp;to put your customers first.&nbsp;</li>
<li>Most of all, have the&nbsp;drive to grow your book of business continually and consistently!</li>
</ul>
Day to Day Functions of a Successful CSM:
<ul>
<li>Call existing customers and utilizing Partnership Selling to increase sales.</li>
<li>Prospect new business and forge new relationships daily.</li>
<li>Work with operations to build and track loads.</li>
<li>Negotiate rates with carrier partners and valued clients.</li>
<li>Utilize multiple forms of communication such as telephone, e-mail, instant messenger, and other support software.</li>
</ul>
What you need to bring to the table:
<ul>
<li>You must be able to work full-time Monday through Friday.</li>
<li>A detailed career development program that offers incentives and rewards in the following areas: income, job title, time-flexibility plus education/training.</li>
<li>A College Degree is preferred.&nbsp; However, relevant advanced sales or industry experience will be considered.</li>
<li>Previous sales or customer service experience preferred.</li>
<li>Must possess the qualities of an entrepreneur with strong independent and teamwork skills.</li>
<li>High energy and enthusiasm.</li>
<li>Driven by a high moral and ethical compass.</li>
<li>Willingness to conduct and build your business confidently over the telephone and face-to-face.</li>
</ul>
Why you should join us:
<ul>
<li>We are growing at a fast pace with consistent year over year revenue increases of more than 100%.</li>
<li>We offer a dynamic/progressive company culture that values our employees as our greatest assets.&nbsp;</li>
<li>Our industry experienced supervisors and managers act as advocates and coaches rather than bosses.</li>
<li>We believe that “Relationships Move Loads.”&nbsp; Simply put, when YOU SUCCEED, WE ALL SUCCEED!&nbsp;</li>
</ul>
The Many Benefits of Beemac:
<ul>
<li>Competitive base salary (commensurate with experience) plus UNCAPPED COMMISSIONS POTENTIAL!</li>
<li>Potential to grow a 100K book of business in less than 18 months</li>
<li>401(k) program plus company matching.</li>
<li>Paid Time Off and Paid Vacation Holidays.</li>
<li>Health/Dental/Vision coverage.</li>
<li>Potential to work remotely or from wherever you choose</li>
<li>Career Development</li>
<li>Work/Life Balance</li>
</ul>
Beemac Accomplishments &amp; Company Awards:
⮚Ranked 48th largest freight brokerage firm in the U.S. by Transport Topics 2025
⮚Ranked 94th in Top 100 logistics companies Transport Topics 2025
⮚Named a winner of the Pittsburgh Post-Gazette’s “Top Workplaces 2025” Award.
⮚Ranked as a top 10 flatbed carrier by Transport Topics 2024
⮚Ranked No. 2925 on the Inc. 5000 list 2024
⮚Top 500 largest for-hire Carriers by Freight Waves 2023
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