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<h3>Job Description</h3>
Job DescriptionSalary: $70 - 95K annually 
Qualifications:
<ul>
<li>Bachelors degree in marketing, or equivalent education and experience</li>
<li>Minimum of 3 years of account management experience is required, preferably in a digital marketing agency or similar industry; more than 5 years of experience is strongly preferred</li>
<li>Possess strong communication skills with excellent ability to present information to clients in a meaningful and engaging way</li>
<li>Exceptional ability to foster positive business relationships, with a proven track record of managing senior- and executive-level customer contacts</li>
<li>Demonstrated ability and desire to work and excel in a fast-paced environment</li>
<li>Well-organized, with high attention to detail and the ability to prioritize competing deadlines</li>
<li>Curious to learn, better understand, and ask questions</li>
<li>Confident, high energy, self-motivated, and a true team player</li>
<li>Willingness to adapt and test new workflows and processes</li>
<li>Always on the lookout for efficiencies and new opportunities</li>
<li>Willing and able to work through challenges and setbacks quickly and bravely</li>
<li>Ability to de-escalate conflicts and remain calm in stressful situations</li>
<li>Strong understanding of advertising platforms and ability to articulate digital marketing best practices</li>
<li>Ability to synthesize high level business and marketing data to relay insights and recommendations between internal team and clients.</li>
<li>A general understanding of business financials and a P&amp;L is preferred</li>
<li>Must live and be eligible to work in the United States</li>
</ul>
Job Description/Responsibilities:
<ul>
<li>Relationship Management: Build and maintain strong relationships with clients, serving as their advocate and trusted advisor. Conduct regular check-ins to understand client needs, address concerns, and identify opportunities for growth and optimization. Read the room in complex social scenarios and diagnose and pivot to potential solutions.</li>
<li>Account Ownership: Act internally as the account lead by providing strategic guidance based on knowledge of client and client relationships. Owns accounts with larger budgets and/or scope than those with Client Success Manager title, and responsible for larger book of business. Help devise strategy in alignment with client goals, empower high-quality work from relevant Subject Matter Experts, and celebrate team successes. Drive retention throughout the client's life-cycle.</li>
<li>Project Management: Responsible for the oversight of client campaigns, ensuring all deliverables are completed on time and within a given budget. Includes establishing project milestones and keeping all team members on task and prioritizing competing deadlines. Monitor campaign performance and analyze key metrics. Relay information, updates, and follow-ups in a timely manner for internal and external use.</li>
<li>Presentations: Prepare and present regular performance reports to clients, highlighting key metrics, insights, and recommendations for optimization. Continually demonstrate the value of our services and identify opportunities for improvement and growth. When necessary, invite relevant internal subject matter experts to client meetings.</li>
<li>Data Management: Ensure the client understands agency efforts and the correlation of marketing metrics to overall business growth.</li>
<li>Radical Candor: Engage in Radical Candor as a means of productive dialogue between coworkers and clients for growth and areas of opportunity. Lead by example on the Client Success by modeling stellar, appropriate candor to reinforce honest, fruitful, internal and external relationships.</li>
<li>Conflict Resolution: Lead by example on the Client Success team by identifying and addressing any issues or concerns raised by clients, including verbal and emotional cues, and working closely with internal teams to resolve them in a timely and satisfactory manner. Serve as the primary interface for client-related issues and ensure swift resolution to maintain client satisfaction. At the direction of the Client Success Supervisor, assist in guiding Client Service Managers through client conflicts on their accounts.</li>
<li>Client Onboarding: Serve as the primary point of contact for the new client accounts you manage, guiding them through the onboarding process and setting clear expectations for the partnership. Collaborate with internal teams to develop onboarding plans tailored to each client's goals and objectives.</li>
<li>Training: At the discretion of the VP of Client Services &amp; Strategy, or Client Success Supervisor, will provide leadership-by-example and occasionally formal training to more junior members of the team. Will exercise continual performance improvement mindset to be on the lookout for ways the Client Success team may be better developed.</li>
<li>Miscellaneous as assigned by manager. Occasional travel required.</li>
</ul>

Senior Client Success Manager

<h3>Job Description</h3>
Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.&nbsp;GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Summary:The Bilingual Client Support Manager works with installers on our platform to ensure we’re delivering the best customer experience possible. The CSM will leverage “Big Data“ to identify areas of improvement with their Installers and collectively work together on improving the customer experience. Additional duties such as Installer audits and pipeline management help to ensure customer expectations and GoodLeap standards are being met. We strive to be a reliable and trustworthy ally that always delivers for both our customers and installers. Focusing on improving the customer experience and being a dependable teammate helps us live out our mantra of “finance made friendly“.Essential Job Duties &amp; Responsibilities:
<ul>
<li>Provide our customers with world-class customer service in Spanish and English</li>
<li>Be a supportive and collaborative partner our installers can rely on</li>
<li>Strategically partner with installers on ways to improve the customer experience</li>
<li>Act as the primary point of contact for escalated client issues, ensuring timely resolutions</li>
<li>Help resolve any questions or concerns our existing customers may have</li>
<li>Communicating with installers regarding past, present and future projects</li>
<li>Effectively managing a pipeline of projects to completion</li>
<li>Document client interactions and resolutions in the CRM system to maintain accurate records and track trends</li>
<li>Conducting monthly partner due diligence checks</li>
<li>Ability to analyze data and spot trends</li>
<li>Conduct collaborative investigations into possible fraudulent or suspicious activities</li>
<li>Provide timely and effective support to clients via email, phone, and chat</li>
<li>Maintain a positive and professional attitude in all client and customer interactions, building and maintaining strong relationships</li>
</ul>
Required Skills, Knowledge &amp; Abilities:
<ul>
<li>Ability to multitask</li>
<li>Work independently and collaboratively</li>
<li>Effectively interact with high profile partners</li>
<li>Superior organizational skills</li>
<li>Exceptional verbal and written skills</li>
<li>Excellent problem-solving abilities</li>
<li>Ability to work well under pressure and manage multiple priorities effectively.</li>
<li>Flexibility to adapt to changing priorities and business needs.</li>
<li>Time management</li>
<li>Solar knowledge preferred</li>
<li>Bilingual in Spanish required</li>
</ul>
Compensation:&nbsp;$22.00/hr Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!&nbsp; Apply today!
We 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.

Bilingual Client Support Manager

<h3>Job Description</h3>
Job Description
Job description coming soon

Commercial Lines Client Manager

<h3>Job Description</h3>
Job Description
MetTel is a global communications solutions provider with the most complete suite of fully managed services that focus on secure connectivity, and network and mobility services. We simplify communications and networking for business and government agencies. Our customers include many of the Fortune 500, and Gartner recognizes us as an industry leader. We have the broadest portfolio of technology and integrated partnerships, as well as our private network, which we use to create tailored solutions design, deployment, and ongoing management, driving cost savings, efficiency, innovation, and the ability to focus on core objectives.
We believe that each team member is a key to the success and sustainability of the group. In order to achieve this, we offer an environment where all professionals can grow and develop their skills and competencies, collaborate with diverse professionals, share knowledge and enjoy a rewarding career. 
We are looking for a Client Experience Account Manager to join our Operations Team!
Role and Responsibilities:
The Account Manager's responsibility is to be the clients advocate and primary point of contact in support of their day-to-day service requests (e.g. deliver/disconnect telecommunications services, initiate, manage, escalate repairs, address billing inquires/disputes, etc.). The requests will cross multiple disciplines (Voice, Data, and Hardware) and require that the manager be capable of interpreting, validating and ensuring MetTel's timely delivery of the desired end result. On occasion the Manager will be asked to contribute to company projects intended to better MetTel processes and or service offering. The function includes but is not limited to the following: 
<ul>
<li>Service Request Oversight &amp; Advocacy: Perform a daily review of open tickets utilizing the then current tool sets</li>
<li>Repair - When presented with a repair employ the triage processes</li>
<li>Control Document Maintenance &amp; Presentation</li>
<li>InContact IVR Participation</li>
<li>CSAT Awareness &amp; Execution</li>
<li>Billing disputes</li>
<li>MetTel System Knowledge</li>
<li>Communication</li>
<li>Product/Process Knowledge</li>
</ul>
Desired Skills and Experience: 
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. 
<ul>
<li>Associates or Bachelor's degree; or four to ten years related experience and/or training; or equivalent combination of education and experience.</li>
<li>Computer Skills - To perform this job successfully, an individual should have knowledge of Microsoft Office Suite (Excel, Word, Project, Power Point); Explorer Internet software. </li>
<li>Reasoning Ability - Ability to solve practical problems</li>
<li>Knowledge of Microsoft Office Suite (Excel, Word, Project, Power Point)</li>
</ul>
*The salary reflected is a good faith estimate of base pay for the primary location of the position. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay for this position is $55,000 annually. Pay varies by work location and may also depend on job -related knowledge, skills, experience and abilities of the successful candidate. Your recruiter can share more about the specific salary range for the job location during the hiring process.
Keywords: #SaltLakeCity, #AccountManagement, #AccountManagement, #CustomerService, #Technical Support, Client Experience, Customer Service, Customer Support, Technical Support, Account Management, Support Technician, Customer Support Account Specialist, #Customer Support Account Specialist, Account Manager, Inbound, Telecommunications, Verizon, ATT, #Verizon, #ATT, T-Mobile, #TMobile, Indeed, LinkedIn, #Indeed, #LinkedIn, Telecommunication Jobs, #TelecommunicationJobs, Google, SimplyHired
MetTel is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. 
To learn more about our company visit us at <a href="http://www.mettel.net" target="_blank">www.mettel.net</a>

Client Experience Account Manager

<h3>Job Description</h3>
Job Description
Client Manager
Do you enjoy building solid customer relationships resulting in growth?
Do you enjoy collaborating cross-functionally to deliver on common goals?
About the Role
As a Telephonic Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis products, services, and content. You will initiate contact with and sell to both prospects and existing customers. You will be responsible for assessing their needs and creating a pipeline of new business opportunities and retention.
Responsibilities
*Initiating and answering inbound and outbound sales contact directly with prospective/existing customers
*Achieving and exceeding where possible your monthly sales and KPI target
*Accepting orders, closing sales, and maintaining customer records on CRM
* Recording sales prospecting activity in computer-based tracking systems
* Working with moderately complex territory assigned accounts, products, services, sales or account management processes
* Contacting clients with moderate authority and opportunity to set and negotiate service terms
* Continuing to build knowledge of business and the market or account needs
Requirements
* Be able to adapt information and style to the audience
* Be able to develop competence by performing structured work assignments
* Have general understanding of sales methodology and a proven track record in achieving sales quotas
* Have a Bachelor’s or equivalent experience
* Be able to apply broad knowledge of products and solutions.
* Display excellent experience in telesales and selling subscription product
Work in a way that works for you&nbsp;
We promote a healthy work/life balance across the organization, with various flexible and remote working options available to employees&nbsp;
Working with Us&nbsp;
LexisNexis Legal &amp; Professional is proud to be an equal-opportunity employer. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. Together, we are building a diverse and inclusive workplace.&nbsp;
Working for you&nbsp;
We believe in a healthy work/life balance. We know that your well-being and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer: &nbsp; &nbsp; - Comprehensive, multi-carrier health plan benefits &nbsp; - Disability insurance &nbsp; - Dependent care and commuter spending accounts &nbsp; - Life and accident insurance &nbsp; - Retirement benefits (salary investment plan/employer stock purchase plan) &nbsp; - Modern family benefits, including adoption and surrogacy&nbsp;
About our Team&nbsp;
LexisNexis is a data and analytics company with 10,500 colleagues serving customers in more than 150 countries. We’re one of the largest information and analytics companies on the planet. We design solutions that help our customers increase productivity, improve decision-making and outcomes, and be more successful.&nbsp;
Company DescriptionLexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business. 
<h3>Company Description</h3>
LexisNexis Legal &amp; Professional (<a href="http://www.lexisnexis.com" target="_blank">www.lexisnexis.com</a>) is a leading global provider of content and technology solutions that enable professionals in legal, corporate, tax, government, academic and non-profit organizations to make informed decisions and achieve better business outcomes. As a digital pioneer, the company was the first to bring legal and business information online with its LexisNexis services. Today, LexisNexis Legal &amp; Professional harnesses leading-edge technology and world-class content, to help professionals work in faster, easier and more effective ways. Through close collaboration with its customers, the company ensures organizations can leverage its solutions to reduce risk, improve productivity, increase profitability and grow their business.

Client Retention Manager

<h3>Job Description</h3>
Job Description
Who We Are
 
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting.BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
 
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
 
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH.Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
 
 
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
 
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
 
 
Responsibilities
<ul>
<li>Client Experience &amp; Service Support</li>
<li>Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.</li>
<li>Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.</li>
<li>CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.</li>
<li>Client File Management: Scan &amp; save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.</li>
<li>Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.</li>
<li>Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.</li>
</ul>
 
 
Experience
<ul>
<li>3+ years of financial services experience, required.</li>
<li>Fidelity and/or Schwab experience, a plus.</li>
<li>Ability to maintain highly confidential information.</li>
<li>Proven experience in client services with a service first mindset creating a white glove client experience for every person.</li>
<li>Positive, can-do attitude. Ability to take on new projects with limited direction.</li>
<li>Highly organized with the ability to manage multiple priorities at once.</li>
<li>Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).</li>
<li>CRM and DocuSign experience, preferred.</li>
<li>Strong desire to learn and grow within the financial planning industry.</li>
</ul>

Client Service Manager

<h3>Job Description</h3>
Job Description
About Radix
Radix is a fast-growing SaaS company serving the multifamily industry with actionable data and insights. Our values-Curiosity, Resilience, Impact, Courage, and Responsibility-are at the heart of how we operate and grow. At Radix, building products isn't just about adding features-it's about delivering transformative insights that empower the multifamily industry. Our Client Success Manager role is crucial to ensuring our clients' long-term success and realizing the full value of their Radix investment.
Your Impact
As a Client Success Manager, you will be directly responsible for shaping the success of enterprise clients by leveraging strategic insight, resilience, and curiosity to drive continuous value. Your work will involve fostering trust-based relationships, anticipating client needs, and delivering actionable recommendations that impact their business outcomes. You will utilize strong leadership, courage, and a deep sense of responsibility to own and drive client success plans and collaborate cross-functionally to ensure seamless delivery of Radix's value proposition.
Key Outcomes
<ul>
<li>Foster Strong Relationships: Build long-lasting partnerships with enterprise clients, becoming a trusted advisor who can drive significant, positive business outcomes.</li>
</ul>
<ul>
<li>Strategic Impact: Take the lead in understanding clients' goals and translating them into actionable, strategic plans that leverage Radix's products and services for measurable impact.</li>
</ul>
<ul>
<li>Data-Driven Growth: Use your analytical mindset to dig deep into client data and market trends, uncovering growth opportunities and ensuring clients realize full value from our solutions.</li>
</ul>
<ul>
<li>Collaborative Leadership: Collaborate cross-functionally to ensure all client needs are met seamlessly and that the Radix value proposition is consistently delivered.</li>
</ul>
Key Responsibilities
<ul>
<li>Build and maintain strong relationships with assigned clients, acting as a strategic consultant and trusted advisor on all aspects of their business</li>
<li>Conduct regular meetings with clients to understand their business needs and goals, and provide guidance and recommendations on how Radix products and services can help them achieve those goals</li>
<li>Analyze client data and market trends to identify opportunities for growth and improvement and develop strategic plans to capitalize on those opportunities</li>
<li>Collaborate with cross-functional teams, including Sales, Product, Implementation, and Support, to ensure a seamless client experience and delivery of value-added services</li>
<li>Provide regular reporting and analysis to internal stakeholders on client performance, satisfaction, and engagement</li>
<li>Stay up to date on industry trends and best practices, and share knowledge and insights with clients and internal stakeholders</li>
</ul>
What You Bring
Experience
<ul>
<li>3+ years in client success, account management, or consulting roles, preferably in a SaaS or technology environment</li>
<li>Experience within the Multifamily Industry is a plus.</li>
</ul>
Skills
<ul>
<li>A proven ability to drive impactful business outcomes through the strategic alignment of people, processes, and technology.</li>
<li>Strong ability to connect industry context to creative, pragmatic solutions that deliver tangible results.</li>
<li>Self-driven with a keen ability to navigate challenges independently and with resilience. You know when to seek guidance and when to take calculated risks.</li>
<li>Desire to thrive in a fast-paced, ever-evolving environment where you're empowered to make decisions and drive change with courage and accountability.</li>
</ul>
Personal Attributes
<ul>
<li>Curiosity: An inquisitive mindset that drives exploration and innovation.</li>
<li>Resilience: The ability to navigate uncertainty and lead teams through challenges.</li>
<li>Impact-Focused: A results-driven approach that prioritizes outcomes over outputs.</li>
<li>Courage: Willingness to take bold risks and challenge conventional thinking.</li>
<li>Responsibility: A leader who takes full ownership of product success and team performance.</li>
</ul>
Join us at Radix, where your curiosity, courage, and impact drive real, tangible change in an industry that's waiting for innovation.
 Job Posted by ApplicantPro

Client Success Manager

<h3>Job Description</h3>
Job DescriptionSiepe is a fast-growing technology company headquartered in Dallas,&nbsp;TX –&nbsp;focused on helping investment managers turn complexity into clarity. We build software and data solutions that give hedge funds and financial services firms the visibility, speed, and confidence they need to make better decisions&nbsp;–&nbsp;faster.&nbsp;&nbsp;Our platform delivers a unified source of truth that empowers our clients with real-time, actionable insights. We&nbsp;don’t&nbsp;just serve the industry&nbsp;–&nbsp;we help modernize it!&nbsp;&nbsp;Siepe is profitable, privately held, and growing fast.&nbsp;We offer more than just competitive pay and great benefits—we offer the chance to do impactful work alongside sharp, driven teammates in a culture that rewards curiosity, initiative, and follow-through. Whether you come from finance, tech, or are charting a new path,&nbsp;you’ll&nbsp;find meaningful problems to solve, real ownership, and the momentum to grow your career with purpose.&nbsp; As a Client Service Relationship Manager on the Collateral Administration team, you will serve as the key liaison between&nbsp;Siepe&nbsp;and our clients, ensuring accuracy, transparency, and trust in all aspects of collateral and credit management.&nbsp;You’ll&nbsp;oversee complex financial transactions, guide a high-performing client service team, and deliver&nbsp;timely, data-driven reporting that meets both client and regulatory standards. This role combines technical financial&nbsp;expertise&nbsp;with relationship management, requiring someone who can balance analytical precision with exceptional client communication.&nbsp;What You'll Be Doing
<ul>
<li>The ability to read and interpret all governing&nbsp;deal&nbsp;and credit documents.&nbsp;</li>
<li>Respond to the needs of clients and other third parties.&nbsp;</li>
<li>Manage transactions and ensure all notifications are&nbsp;actioned&nbsp;accordingly.&nbsp;</li>
<li>Resolve complex credit transactions.&nbsp;</li>
<li>Provide&nbsp;accurate&nbsp;and&nbsp;timely&nbsp;deliverables and client communication.&nbsp;&nbsp;</li>
<li>Proactively manage daily workflow through client understanding and service level agreements.&nbsp;&nbsp;</li>
<li>Complies and enforces standard policies and procedures.&nbsp;</li>
<li>Design efficient quality control metrics.&nbsp;</li>
<li>Establish performance targets.&nbsp;</li>
<li>Promote knowledge sharing and development.&nbsp;</li>
<li>Create reporting specifications from governing documents.&nbsp;&nbsp;</li>
<li>Model payment calculations for various reporting platforms.&nbsp;&nbsp;</li>
<li>Generate and review&nbsp;various types&nbsp;of client reporting.&nbsp;</li>
<li>Effectively manage a growing client base.&nbsp;&nbsp;</li>
<li>Oversee, manage, and train a client service team.&nbsp;</li>
</ul>
What You’ll Bring
<ul>
<li>5+ years in structured finance, collateral administration, loan servicing, or&nbsp;a related&nbsp;financial operations role.&nbsp;</li>
<li>Deep understanding of credit documents, deal structures, and financial reporting processes.&nbsp;</li>
<li>Proficiency&nbsp;with financial modeling, Excel, and reporting platforms; experience with system-based workflows and data integrity controls.&nbsp;</li>
<li>Strong attention to detail and ability to interpret complex financial agreements and translate them into actionable workflows.&nbsp;</li>
<li>Proven success in managing client relationships, resolving issues, and driving satisfaction through proactive communication.&nbsp;</li>
<li>Ability to coach, develop, and motivate team members while ensuring operational excellence.&nbsp;</li>
<li>Excellent interpersonal and communication skills; able to work cross-functionally with internal teams and external stakeholders.&nbsp;</li>
<li>Thrives&nbsp;in a fast-paced environment with shifting priorities and evolving client needs.&nbsp;</li>
<li>Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.&nbsp;</li>
</ul>
What We Offer At Siepe, we&nbsp;don’t&nbsp;just hire talent, we build performance-driven teams empowered by&nbsp;transparency, curiosity, and continuous growth. Our Total Rewards go beyond the basics:&nbsp;they’re&nbsp;designed to reward bold thinking, support personal development, and create space for meaningful connection whether&nbsp;you're&nbsp;growing your career, your skill set, or your impact.&nbsp; Compensation &amp; Financial Well-being:- Competitive Compensation Packages, including Annual Performance-Based Bonuses&nbsp;- 401(k) Retirement Plan with company match to support your long-term financial goals&nbsp;- Employee Referral Program – earn rewards for helping us grow our talented team&nbsp; Health &amp; Insurance Benefits- Comprehensive Health, Dental, Vision, and Life Insurance&nbsp;- Flexible plans tailored to support individuals and families&nbsp; Learning &amp; Career Growth- Annual investment in your Learning &amp; Development goals&nbsp;- On-the-job exposure to innovative technologies and financial strategies&nbsp;- Growth opportunities in a collaborative, fast-paced environment that values continuous improvement&nbsp; Time Off &amp; Flexibility- Generous Paid Time Off (PTO)&nbsp;- Flexibility to recharge and&nbsp;maintain&nbsp;work-life balance&nbsp; In-Office Perks &amp; Culture- Daily meal delivery allowance when working from the office&nbsp;- Monthly Celebrations and Quarterly Offsite Events&nbsp;- Annual Holiday Party to celebrate milestones and build team connection&nbsp;- A vibrant, inclusive office culture that blends fun with purpose&nbsp;
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Client Services Relationship Manager

<h3>Job Description</h3>
Job Description
Eagle Auto Relocation is a auto transport brokerage responsible for arranging the transport of thousands of vehicles to brand new car dealerships all over the country each year.
We are currently looking for a highly motivated, organized, self sufficient individual to oversee everyday client operations.
Responsibilities Include: Providing accurate freight quotes to clients, handling client issues, managing load boards, updating CRM, managing deals, sending professional emails, speaking clear and professional, and most importantly have a positive attitude. We are a conservative, Christian based organization focused on doing the right thing for our employees and clients. Pay scale: $500 a week (+) guaranteed commision. (average: $1,200 to $2,000+ a week)
This is a IN office position with office hours from 9am to 6pm pm, 4 days a week, off on Wednesdays. Desired applicants should live in the greater Orlando, FL area. No work from home or out of state applications please. Ideal applicants should have some sort of background in finance, high end sales, accounting and/or be really good with running numbers.
Job Duties:
<ul>
<li>Answer incoming customer inquiries</li>
<li>Calculate distance x cost to provide a accurate freight quote</li>
<li>Record customer information within our customer service database</li>
<li>Engage with clients in a friendly and professional manner while actively listening to their concerns</li>
<li>Offer support and solutions to customers in accordance with the company's customer service policies</li>
</ul>
Company DescriptionWe are conservative Christian based organization focused on doing the right thing for our clients and employees. 
<h3>Company Description</h3>
We are conservative Christian based organization focused on doing the right thing for our clients and employees.

177,238 client-manager Jobs