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<h3>Job Description</h3>
Job Description
Care Advantage Inc., the largest privately-owned home care company in the Mid-Atlantic, is seeking to hire a dynamic, Client Services Manager to join our growing team. This position is a full-time on-site position, as part our Richmond, VA HQ. A Client Service Manager earns a competitive salary along with a highly attractive and achievable incentive plan.
 
Our full-time employees also qualify for generous benefits including 3 healthcare benefits options, 17 days of paid vacation, and 10 paid company holidays. If you are an experienced and successful manager looking to join an exceptional company with a mission to help those in need, apply today!
 
About us
Care Advantage Inc. is a home care company that specializes in one-on-one quality personal care and companionship in the home, hospital, nursing home or rehabilitation center. We tailor-make care plans that work for our clients whether transitioning from the hospital to home or companionship for a few hours a day.
 
A DAY IN THE LIFE OF A CLIENT SERVICES MANAGER:
The Client Services Manager is responsible for ensuring consistent excellent customer service and industry leading care to our family of brand companies. This role is responsible for leading, guiding and directing a talented team of Client Service Advisors to provide exemplary customer service. The position reports to the Vice President of Sales.
 
Essential Job Responsibilities:
Management/Leadership
<ul>
<li>Lead the client services team on a day-to-day basis</li>
<li>Help facilitate lead management opportunities and oversight from a variety of resources</li>
<li>Proactively interface with clients and identify ways to create optimal experience and outcomes for clients</li>
<li>Develop positive community relations and referral sources alongside the external sales team</li>
<li>Assist in navigating the team through any potential challenges; develop proactive solutions</li>
<li>Collaborate with operational, clinical, on call/after-hours staff and weekend teams to provide a seamless onboarding experience for new clients</li>
<li>Lead weekly interdepartmental meetings</li>
<li>Lead ongoing trainings and develop opportunities for Client Services Advisors</li>
<li>Conduct 1:1 sessions weekly with Client Services Advisors</li>
<li>Help develop in-house quality procedures, improvements, and standards to meet department and company goals; always be seeking process improvements</li>
<li>Manage monthly team schedule, PTO, recruitment, and ongoing development of team.</li>
</ul>
Quality Assurance is a large part of this role, ensuring that proper protocols are followed, hand-offs are efficient and seamless, of new clients to ops teams, and QA individual call review to provide coaching opportunities and ensure consistent messaging across the team.
The role is an exciting, dynamic one. It includes providing support to department heads, handling customer intake calls, constantly seeking new ways to ensure stronger customer service and that our early consumer experience is an exceptional one. The position is high level in terms of reporting and accountability for team performance, yet down to earth enough to have daily customer interactions of your own, requiring strong collaboration at all levels and a hands-on approach.
QUALIFICATIONS
<ul>
<li>Minimum of one year experience preferably in the health care industry; or two years administrative experience as a substitute.</li>
<li>Related college degree preferred</li>
<li>Excellent client/customer service skills</li>
<li>Supervisory and management experience</li>
<li>Outstanding analytical, problem-solving, organization, prioritization, and multitasking skills</li>
<li>Previous computer expertise, ability to troubleshoot, knowledge of computer programs, and proficiency with MS Office products</li>
</ul>
 
This position may require after-hours contribution, on occasion. 
 
Are you looking for a diverse role, as part of a talented team? Can you champion change, in a fast-paced environment? Are you flexible, progressive, metrics-driven, and looking for an exciting position as part of a rapidly growing organization? Do you aspire to be part of a culture that promotes work/life balance, while rewarding you well for your effort and leadership? If so, then we'd love to hear from you!
 
Location : 23173, 23219, 23220, 23221, 23222, 23223, 23224, 23225, 23226, 23227, 23228, 23229, 23230, 23231, 23233, 23234, 23235, 23236, 23237, 23238, 23294
 Job Posted by ApplicantPro

Client Services Manager

<h3>Job Description</h3>
Job Description
United is a leader in the repossession and auction industry. Our success has been built on providing exceptional service to our clients, many of whom are some of the largest financial institutions in the United States. By utilizing the latest technology and investing in the development of our people, United has experienced continued growth since our inception in 1973. 
We are seeking a highly motivated and passionate Client Relationship Account Manager to join our team. 
As an Account Manager, you are vital to our daily business operations. In this position, you will be responsible for managing relationships with our clients while driving business growth and delivering exceptional service. If you are a driven and customer-focused individual with strong communication and problem-solving skills, let's talk!
Essential Responsibilities:
<ul>
<li>Develop and maintain relationships with clients to ensure ongoing success.</li>
<li>Provide exceptional customer service to clients.</li>
<li>Utilize excellent interpersonal and communication skills to effectively interact with clients.</li>
<li>Identify and proactively address client needs to ensure satisfaction.</li>
<li>Ensure compliance with all operating procedures and client requirements. </li>
</ul>
This position starts at $18+/ hour, depending on experience, plus paid time off, benefits, and 401k eligibility. 
 
Requirements:
<ul>
<li>Detail Oriented</li>
<li>Strong Organizational Skills</li>
<li>Excellent Deductive Reasoning and Critical Thinking Skills</li>
<li>Strong Written and Verbal Communication Skills</li>
<li>Effective Time Management Skills</li>
<li>35 Accurate WPM</li>
<li>Strong computer and internet skills</li>
<li>Ability to adapt to fluctuating work flow</li>
<li>Ability to work with minimal supervision</li>
</ul>
 Benefits:
What We Offer:
<ul>
<li>Health insurance</li>
<li>Dental insurance</li>
<li>Vision insurance</li>
<li>Life insurance</li>
<li>Disability insurance</li>
<li>401(k) Plan</li>
<li>Paid vacation days</li>
<li>Discounted Gym Membership</li>
<li>Vehicle Purchase Program</li>
<li>Career Progression</li>
<li>Community Involvement</li>
</ul>

Account Manager - Client Relationship

<h3>Job Description</h3>
Job DescriptionDescription:
 
About Us
PEAK Event Services is proud to be the premier event rental and tenting company in the Northeast! Joining the PEAK team means being part of a team that makes it happen. At PEAK, we find joy in bringing important moments to life. To our clients, it all feels like magic, but in reality, there’s a lot of work that goes into our work — strategy, creativity, and grit. Each new event brings its own brand of challenges, and we’re just the team to solve them. We’re motivated and inspired to deliver unique experiences in our own ingenious ways. This extra effort and determination helps us deliver stress less events for our clients, while providing us with transformative opportunities to learn, grow, and spread joy.
 
What You'll Do
The Assistant Manager - Client Success is a key member of leadership for the sales team who is responsible for onboarding new employees with product and system trainings as well as the assisted management of the sales team. Our goal is to ensure our clients are getting answers quickly and that our team is empowered to make educated decisions as their knowledge deepens. This position is located in Boston Ma.
 
The Assistant Manager-Client Success holds a working role responsible for guiding the team on account management decisions including sales activities from initiation through close, assisting with order accuracy in our computer system, troubleshooting inventory questions, and overrides. This role relies on making data-based decisions at a rapid pace. This position works collaboratively with our Clients and Sales Consultants and is a partner to various departments to achieve customer satisfaction. The Assistant Manager is responsible for strengthening customer relationships, analyzing account growth accounts, coaching the team to make strategic decisions, generating revenue, and achieving long-term goals that are in line with company vision and values. This person has a proven track record of personal sales ranging between $2.5M- 3M+ or managing a team based multi-million dollar revenue budget. Clear communication skills, the willingness to become a team player and help when needed is the kind of attitude that is required to be successful in this position. Our management style is a team approach to problem solving. This position reports to the Director of Sales.
 
 
Requirements:
 
What We're Looking For
· Bachelor’s degree and/or 3-5+ years of hotel/venue/event experience in a customer facing role
· 5+ years of event rental industry experience a plus
· Prior management experience a plus
· Strong commitment to high levels of customer service 
· Familiarity with Operations-high volume companies and how Sales strategies tie into that
· Knowledge of the event planning process and understanding of the mechanics of executing successful events
· Must be comfortable working in a fast paced &amp; constantly changing environment
· Demonstrated ability to be flexible and have a “Make it Happen” attitude
· Strong verbal, written communication, and presentation skills
· Excellent decision-making and problem-solving skills
· Excellent organizational and project management skills
· Ability to multi-task 
· Demonstrated ability to negotiate and exude confidence with clients
 
Why You’ll Like Working Here 
· Our incredible compensation combo of Competitive Pay, Paid Time Off + Paid Holidays
· Support for your personal life + wellbeing 
· We like to celebrate + we do it often! 
· Encouragement for Volunteer Days + giving back to our communities
· We foster and embrace an inclusive and diverse work culture
 
Compensation and Our Full Suite of Benefits
· $65k - $75k plus commissions
· Medical, Dental + Vision Insurance
· Company-Paid Basic Life + AD&amp;D Insurance
· Short Term &amp; Long Term Disability Insurance
· Telehealth + Wellness 
· Flexible Spending Accounts (FSAs)
· Employee Assistance Program
· Travel Assistance 
· 401K Retirement Plan + Employer Matching 
 
More About Us
· We’re not just a rental events company – our PEAK Code drives the work we do, every day. 
· We’re partners in problem solving. We collaborate in order to push through challenges and succeed together. 
· We are employers of respect. Our relationships mean the world to us and we hold ourselves to the highest level of accountability. 
· We are advocates for our communities. From sponsoring events and organizations to volunteering and donating our time, we support our communities and are committed to social responsibility. 
· We are keepers of the craft. Our attention to detail, commitment to excellence and devotion to our clients allows us to go “Above and Beyond”.
 
PEAK is an EEO Employer. We seek diversity and culture-add candidates, not necessarily “culture-fits” or more of the same. We believe diversity makes us better, and we seek to create a workplace where all feel a sense of belonging. Please let us know if you need any assistance or accommodation in the application process.

Assistant Sales Manager- Client Success

<h3>Job Description</h3>
Job Description
Title:
Client Relationship Manager
Job Purpose:
The Client Relationship Manager will provide a consistently high level of service to a customer through the provision of a dedicated central point of contact for Service Management and problem resolution.
Main Duties and Responsibilities:
<ul>
<li>Improve customer service experience, create both engaged customers and employees; facilitate organic growth</li>
<li>Participate in the Customer agreement of service and response standards and ensure that these standards are maintained or exceeded during program delivery</li>
<li>Work in a cross functional capacity to ensure the activities related to various entities fit with customer requirements and Marken Network guidelines, policies and procedures</li>
<li>Establishing and communicating service metrics; monitoring and analyzing results; implementing changes</li>
<li>Take ownership of customer issues and follow problems through to resolution</li>
<li>Set a clear mission and deploy strategies focused towards that mission</li>
<li>Analyze statistics and compile accurate reports</li>
<li>Keep ahead of industry developments and apply best practices to areas of improvement</li>
<li>Control resources and utilize assets to achieve qualitative and quantitative targets</li>
<li>Maintain an orderly workflow according to priorities</li>
<li>Improve customer service quality results by studying, evaluating, and re-designing processes</li>
</ul>
Requirements:
<ul>
<li>Bachelor’s degree in a related field</li>
<li>Experience managing a Customer Service function</li>
<li>Understanding of Central Lab and Clinical Trial supplies industry desired</li>
<li>Ability to think strategically and to lead</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong client-facing and communication skills</li>
<li>Excellent knowledge of management methods and techniques</li>
<li>Ability to translate your skills to other employees through training and mentoring</li>
<li>Advanced troubleshooting and multi-tasking skills</li>
</ul>
Marken is a wholly owned subsidiary of UPS and is a critical part of UPS Healthcare. Marken offers a state-of-the-art GMP-compliant depot network and logistic hubs for clinical drug product storage and distribution worldwide, and supports cell and gene therapy logistics services from clinical to commercial, while maintaining the leading position for Direct-to-Patient and Home Healthcare services, biological sample shipments and biological kit production.
Moving Our World Forward by Delivering What Matters.

Client Relationship 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?
We are currently hiring for our Louisville, KY office location!

&nbsp;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;$70K – $80K&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

Client Manager, Accounting Services

<h3>Job Description</h3>
Job DescriptionOur Company
Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.&nbsp;
Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.
Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.&nbsp;
We are a fast-growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.
Senior Client Experience Manager
We’re looking for a Senior Client Experience Manager to strengthen and grow Arch’s strategic client relationships. In this role, you’ll take ownership of post-onboarding account management while delivering a white-glove experience, resolving complex issues with empathy and efficiency, and helping clients get the most out of the Arch platform. You’ll work closely with a wide range of investors, from family offices to institutions, and be a key player in deepening client trust, expanding adoption, and helping shape how we deliver long-term value and support to clients at scale.
Our objectives for the role:
<ul>
<li>
Strategic Client Ownership
<ul>
<li>
Collaborate with leadership on high-priority and strategic accounts, ensuring a unified and elevated client experience.
</li>
<li>
Serve as the primary escalation point for complex client issues, driving resolution across teams.
</li>
<li>
Serve as a strategic thought partner to clients, helping them solve operational challenges, make informed decisions, and extract the most value from Arch.
</li>
<li>
Leverage industry knowledge to act as a trusted advisor, offering insight and recommendations tailored to each client’s investment workflows and operational goals.
</li>
</ul>
</li>
<li>
Post-Onboarding Client Management
<ul>
<li>
Conduct regular check-in meetings with clients to assess their needs and satisfaction.
</li>
<li>
Proactively identify potential challenges and de-escalate high-stakes issues with empathy, clarity, and urgency. Coordinate with internal teams to deliver timely and effective resolutions.
</li>
<li>
Maintain comprehensive client records and notes in our systems.
</li>
<li>
Monitor client accounts for data quality issues and promptly address any discrepancies.
</li>
<li>
Provide training to end user groups to ensure deep product understanding and adoption.&nbsp;
</li>
</ul>
</li>
<li>
Account Growth and Expansion
<ul>
<li>
Identify opportunities to increase adoption and drive renewals, expansion and upsell conversations.
</li>
<li>
Capture feedback, feature requests, and usability insights, and collaborate with Product, Engineering, and Operations to improve the client experience.
</li>
</ul>
</li>
<li>
Client Communication
<ul>
<li>
Keep clients informed about product updates, enhancements, and new features.
</li>
<li>
Foster and maintain strong, long-term relationships with clients.
</li>
</ul>
</li>
</ul>
What we’re looking for:&nbsp;
<ul>
<li>
4-6+ years of experience in account management, customer success, or client service - in fintech, SaaS, or financial services.
</li>
<li>
A strategic mindset with the ability to act as a thought partner to clients, anticipating their needs and offering insights.
</li>
<li>
Exceptional communication skills with ability to own and drive strategic relationships - especially those that are more ambiguous.
</li>
<li>
Familiarity with financial data, reporting workflows, and investment operations.
</li>
<li>
Proven ability to de-escalate client concerns and drive resolutions across cross-functional teams.
</li>
<li>
Strong problem-solving skills and attention to detail, especially when working with financial data.
</li>
<li>
Experience managing multiple client accounts with varying priorities and workflows.
</li>
<li>
Comfortable in a fast-paced, high-growth environment where you’ll help define best practices.
</li>
</ul>
Bonus points if you:
<ul>
<li>
Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field
</li>
<li>
Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s
</li>
<li>
Know SQL or want to learn
</li>
<li>
Have taken finance or accounting courses
</li>
</ul>
A Note about us:
All of our roles are based full-time at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.
We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.
Some perks of working for Arch include:
<ul>
<li>
Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
</li>
<li>
Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.
</li>
<li>
Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.&nbsp;&nbsp;
</li>
<li>
Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.
</li>
<li>
Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
</li>
<li>
Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.
</li>
</ul>
Compensation Range: $115K - $130K

Senior Client Experience Manager

<h3>Job Description</h3>
Job Description
Changing Lives Shaping The Future
 
Job Title : Client Services Program Manager Salary: $77,968.80 Job Status : Full Time Work Base : Vancouver&nbsp;Area
Helping You Live Life to the Fullest! SAILS Washington is dedicated to providing quality community-based support services for people of all ages and needs.
SAILS Washingtonis an innovative leader in delivering person-centered home and community-based services to individuals with intellectual and developmental disabilities. Our Mission is to provide World Class person-centered services, supports and advocacy for individuals in positive and life-enriching environments. SAILS Washington takes a ZERO tolerance stance on abuse and neglect. Any allegations will be reported to the proper authorities. We are committed to the Health and Safety of the individuals we support. Our employees share a passion for making a positive impact in the lives of others. We are looking for individuals who share our Mission, Vision, and Core Values. All applicants are subject to a background check. Once a conditional offer is made and a background check has been completed, if SAILS Washington is concerned about a conviction that is directly related to the job, we reserve the right to withdraw the offer of employment.
Benefits we Provide:
<ul>
<li>
Medical, Vision and Dental Insurance
</li>
<li>
Voluntary Short-term and Long-term Disability
</li>
<li>
Employee Assistance Program (EAP)
</li>
<li>
Company Paid Basic Life Insurance &amp; ADD plus Voluntary Life Insurance
</li>
<li>
Accrued Paid Time Off
</li>
<li>
Unlimited Peer Referral Program
</li>
<li>
On-Demand Pay!!
</li>
<li>
Working Advantage employee discount program
</li>
<li>
Health Savings Account (HSA)
</li>
<li>
Flexible Savings Account (FSA)
</li>
<li>
401(K)
</li>
<li>
Capella University Discount
</li>
</ul>
Essential Duties and Responsibilities:&nbsp;
Oversight and Management of the Residential Services Department:
<ul>
<li>Provide weekly reports to the Residential Director; including updates on ongoing issues, items that the Director has requested to be addressed, concerns with supervisor and development, client needs, disciplinary actions completed, guardian concerns and follow ups.</li>
</ul>
Client Services:
<ul>
<li>Ensuring SAILS and Washington State policies are being followed, clients are receiving necessary services.</li>
<li>Work hours are typically Monday-Friday 8:30-5:00 pm but may require extra hours as needed for training, emergencies and high work volumes in the evenings and at weekends. On Call hours included after hours and on weekends. Must find approved on-call coverage when planning on being out of town or unavailable.</li>
<li>Responsibilities include being on call to direct reports (supervisors), Behavior Support Team, and Washington Residential Director in the event of behavioral episodes or medical emergencies that require immediate response. Be available via phone to support employees, Supervisors and Director with challenging behaviors, staffing emergencies, medical emergencies and other support as needed.</li>
<li>Attending all annual Person-Centered Service Plan (Assessments) meetings.</li>
<li>Ensure client annual plan annual Individual Plan, Positive Behavior Support Plan, Refusal of Services Plans and Restrictive Procedure plans are written within required timelines.</li>
<li>Work with Behavior Specialist to ensure behavior data is collected, reviewed and analyzed every six months to ensure behaviors are being tracked and plans are effectively implemented.</li>
<li>Complete Semi-Annual plan reviews with Program Supervisors and Behavior Team to ensure client goals are being implemented and that progress is being documented.</li>
<li>Maintains positive relationships with stakeholders, clients, families, guardians and other agencies that are involved in clients’ care and support.</li>
<li>Attending meetings with guardians and case managers to ensure clients’ and guardians’ concerns are addressed and solutions developed.</li>
<li>Other Duties as assigned.</li>
</ul>
Required education and experience:
<ul>
<li>High School Diploma</li>
<li>2 years’ experience working with Clients with Disabilities</li>
<li>3 years Supervisory experience</li>
</ul>
Preferred education and experience:

<ul>
<li>Bachelor’s Degree in Human Services or related field</li>
</ul>
<ul>
<li>3+ years working with people with disabilities.</li>
<li>5+ years managing teams </li>
</ul>
Training Expectations:
<ul>
<li>Received training from DDA regarding writing IISPs and PBSPs</li>
<li>Nurse’s Aide Registered (NAR) and able to be Nurse Delegated</li>
<li>Certified in Crisis Prevention Institute, Right Response, or other similar training.</li>
<li>Certified in CPR/First Aid</li>
</ul>
Ongoing eligibility qualifications:

<ul>
<li>Complete and pass the background check screening upon hire and every two years thereafter, or as&nbsp;requested.</li>
<li>Maintain active NAR, CPR/First Aid, Nurse Delegation and other required certifications.</li>
</ul>
Complete a minimum of 12 hours of continuing education annually.
SAILS Washington and Citizen Access Residential Resources are part of the Redwood Family Care Network family of companies. Operating in California, Washington, Arizona, and Nevada. Responsible, Compassionate &amp; Trusted. Redwood Family Care Network’s mission is to provide World Class person-centered services, support and advocacy for individuals in positive and life-enriching environments. 
 
Providing Excellent Support and Advocacy&nbsp;&nbsp;
PandoLogic. Keywords: Client Services Manager, Location: Vancouver, WA - 98661 , PL: 596795126

Client Services Program Manager

<h3>Job Description</h3>
Job Description
Client Accounting Manager/Controller Rudler, PSC is seeking a Client Accounting Manager/Controller to add to our growing team. &nbsp;
Rudler, PSC offers work/life balance with a flexible work schedule in a high-growth, energetic, supportive environment. Benefits offered include a retirement plan, health, vision and dental insurance, short-term and long-term disability, life insurance, cell phone reimbursement, gym membership reimbursement and PTO. Are you looking for a position that offers multiple possibilities for upward mobility? Here, you will find very favorable conditions for career advancement. Positions are available on a part-time or full-time basis. Positions are available&nbsp;in person, hybrid, or remote schedules as well.&nbsp;
The CAS manager position is responsible for identifying client accounting, internal control, and financial reporting deficiencies to provide recommendations for process improvements using automation technology and accounting best practices. Additionally, this position includes implementation of software applications, preparation of account reconciliations, and delivery of financial reports to enhance the accuracy and relevancy of results. &nbsp; As an Accounting Manager, your responsibilities will include:
<ul>
<li>Working with multiple clients, in a wide variety of industries.</li>
<li>Overall day-to-day management and oversight of client engagements.</li>
<li>Performing/reviewing balance sheet account reconciliations.&nbsp;</li>
<li>Reviewing client financial information and general ledger detail for the purposes of completeness. accuracy, and proper account classification.&nbsp;</li>
<li>Preparing of financial statements and key management reports for reporting purposes.</li>
<li>Client budgeting</li>
<li>Assist Tax Specialists with preparation and planning for businesses and business owners</li>
<li>Supervising and management of accounting staff</li>
</ul>
Our Client Accounting Managers use a variety of accounting packages and tools, including:
<ul>
<li>QuickBooks Desktop and Online</li>
<li>Bill.com</li>
<li>Various Payroll Providers</li>
</ul>
Daily and Monthly Responsibilities:
<ul>
<li>Ensure client accounting services are provided in a timely, accurate and professional manner.</li>
<li>Own client relationships as a business advisor to clients, by providing valuable insights, offering advice on future planning and training client users on enhanced processes.</li>
<li>Collaborate with team providing client accounting services pertaining to general accounting and financial reporting. This includes tasks such as ensuring the accuracy of account balances, performing account reconciliations, reviewing journal entries and financial statements.</li>
<li>Complete final review and approve all client deliverables (standard and complex).</li>
<li>Practice effective two-way communication by proactively communicating and/or asking for status of work, asking/answering questions in a timely manner, and/or seeking clarity when needed in order to keep work progressing.</li>
<li>Continuously evaluate processes and procedures within the client services and implementation functions, with emphasis on implementing efficiencies.</li>
<li>Bring forward solutions to increase efficiency and productivity and share ideas and recommendations on running profitable engagements.</li>
<li>Manage time and projects effectively by communicating frequently with engagement team members and delegating work as appropriate.</li>
<li>Supervise and develop team members with a focus on developing core accounting and advisory skills and competencies through effective and timely review and feedback of staff work and/or client interactions.</li>
<li>Continuously invest time in understanding existing and emerging technology applicable to our clients and services.</li>
</ul>
 Desired Skills, Abilities, and Characteristics
<ul>
<li>At least 5 years of demonstrated experience</li>
<li>Active CPA license preferred, but not required.</li>
<li>Bachelor’s Degree in Accounting or related field.</li>
<li>Excellent analytical, mathematical, and critical thinking skills.</li>
<li>Highly motivated and the ability to work independently, with minimal supervision.</li>
<li>Detail oriented and the ability to prioritize and focus in a high-paced, multi-tasking environment.</li>
<li>Strong written and communication skills.</li>
<li>Proficiency with QuickBooks Online</li>
<li>Proficiency with Microsoft Excel, including Lookups and Pivot Tables</li>
<li>A passion for client service and a focus on streamlining accounting processes &nbsp;</li>
</ul>
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Client Accounting Manager/Controller

<h3>Job Description</h3>
Job Description
Client Accounting Services Manager
Blue &amp; Co., LLC is a dynamic and innovative accounting and advisory firm focused on providing expertise to growth-oriented entrepreneurial clients. We are seeking a dedicated Client Accounting Services (CAS) Manager to join our Cincinnati, OH office. In this role you will help drive our strategic growth initiatives while delivering exceptional client service and providing strong guidance and mentorship to our existing staff. This role will focus on Construction and Manufacturing clients but may gain exposure to other industries as well.
 
Responsibilities:
• Provide “Controller-level” Accounting and Finance services and leadership to clients mainly in the Construction and Manufacturing industries.
• Provide external and on-site support to clients, helping them solve complex accounting and system issues, and providing strategic direction in financial decisions.
• Build and expand relationships with client and community contacts; contribute to the overall marketing and growth efforts of the Cincinnati office and the firm.
• Drive the implementation of best practices and efficiencies in relation to client engagement, market growth, and staff/team workflows.
• Proactively work with Tax teams to provide tax planning and preparation support
• Perform various other duties to support the continued growth and success of the CAS Team
Qualifications:
• 10+ years of experience which includes a combination of Public and Corporate Accounting experience, primarily in the Construction and/or Manufacturing industries.
• Strong accounting software skills, including QuickBooks (required). Additional experience with ERP systems and accounting construction industry specific software packages, (Computerease, Foundation, Sage &amp; Viewpoint) is highly desired.
• CPA preferred
• Proven ability to lead a team, execute on strategy and develop team members
• Demonstrated ability to oversee and manage engagements, prioritize engagements, and supervise/motivate staff
• Ability and desire to drive business growth and new client acquisition.
• Well-organized, able to multi-task and prioritize, attentive to detail and possess solid interpersonal communications skills.
• Strong sense of diplomacy and tact; ability to build rapport with clients across various levels and functions including C suite
 
#LIHybrid

Client Accounting Services Manager

<h3>Job Description</h3>
Job Description
About the Position We are currently seeking an experienced Client Manager/Business Development Manager to join our growing team in Florida (Tampa, Orlando or Jacksonville preferred). The ideal candidate possesses 10+ years of related experience and wants to grow, collaborate, and innovate. In this position, the successful candidate will assist the Market Leader with sales strategy and enthusiastic implementation of the strategy through active client contact, relationship building, knowledge gathering, market engagement, project pursuits, proposal writing, and other activities to help the firm grow. Projects will span across multiple markets and geographies affording opportunities for broadening knowledge and deepening skill sets related to design projects. We are seeking someone who can be an independent self-starter.
Responsibilities
<ul>
<li>Identify, research and develop new prospects and business opportunities</li>
<li>Develop and maintain positive relationships and monitor client satisfaction with existing clients to foster repeat business</li>
<li>Establish annual growth metrics by overseeing pipeline prioritization and fulfillment to ensure achievement of goals</li>
<li>Develop and execute short and long-term sales plans</li>
<li>Participate in strategic planning, development, and the implementation of business development and marketing programs</li>
<li>Track leads and maintain database for the region using CRM</li>
<li>Play a leading role in the development of strategy, pipeline, and proposal management lifecycle from opportunity development to proposal submission and project kickoff</li>
<li>Assist / oversee proposal preparation and presentations</li>
<li>Maintain a diverse network of relationships including people of influence within our industry, key community partners, strategic partners, and prospective clients</li>
<li>Participate in professional associations and attend networking functions to include clients and the community, and provide feedback and information on markets and trends</li>
<li>Perform other duties as assigned</li>
</ul>
Experience and Qualifications
<ul>
<li>Bachelor's degree or higher in Architecture or Engineering from an accredited college or university and 10+ years' related experience and/or training</li>
<li>Licensed Architect or PE is preferred</li>
<li>Extensive experience in the delivery of A/E projects within Higher Education, K-12 or State Government is required</li>
<li>Current client management/business development experience working within Florida having relevant and immediate sales contacts</li>
<li>Ability to build strong relationships with clients and staff</li>
<li>Ability to gain insights and help set strategy for client relationships and sales</li>
<li>Ability to work well within a team environment, positive attitude, multi-task, and self-motivated to produce high quality work</li>
<li>Ability and desire to learn and grow professionally</li>
</ul>
Additional Information Many factors are considered when determining compensation at Pond, including scope and level of position, geographic location, candidate skill, knowledge and experience. Starting base pay may vary depending on these factors. Please see the hiring range associated with this posting for more information.
Additional cash incentives may be provided as part of the compensation package, in addition to a range of medical, financial and/or other benefits dependent on position offered. Learn more about Pond’s comprehensive benefits offerings here.
All offers of employment made by Pond &amp; Company are contingent upon satisfactory background check results. Pre-employment background checks will be conducted on all candidates that are offered a position at Pond in compliance with program policy as well as state and federal regulations. Additionally, offers may be contingent upon the successful completion of a pre-employment drug and alcohol test. Equal Opportunity Employer We are an equal opportunity and affirmative action employer that recognizes the value of diversity and inclusion in the workplace. Employment decisions at Pond are based on business needs, job requirements and individual qualifications. All suitably qualified applicants will receive consideration for employment. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state and local laws in jurisdictions where we operate. If you need assistance or an accommodation due to a disability, you may contact us at <a href="mailto:hrdepartment@pondco.com" target="_blank">hrdepartment@pondco.com</a>. Apply for this position at careers.pondco.com.We are always looking for driven professionals of all disciplines to join our fast-growing company. For more information on our services, clientele, or employment opportunities, visit our website at <a href="http://www.pondco.com" target="_blank">www.pondco.com</a>.
 Should you run into any issues in completing the application, please reach out to <a href="mailto:recruiters@pondco.com" target="_blank">recruiters@pondco.com</a> for assistance.
Company DescriptionPond is a progressive, full-service architecture, engineering, planning and construction firm providing quality services to government, corporate and private sector clients throughout the world. We help clients achieve their missions by being Responsive People and Real Partners. Pond is an award-winning, full-service architecture, engineering, planning, construction management, and environmental services firm providing professional solutions to clients throughout the U.S. and globally for nearly 60 years. Pond’s staff of 600+ professionals provide a deep bench strength of experience and capabilities to offer customized solutions that help clients manage projects from concept to completion – and everything in between – with confidence and clarity. Pond is currently ranked as the 80th largest engineering and design firm by ENR, Atlanta’s #1 engineering firm by Atlanta Business Chronicle, and has been recognized as an Employer of the Year by Georgia ACEC and a Best Place to Work for Working Parents. Equal Opportunity Employer We are an equal opportunity and affirmative action employer that recognizes the value of diversity and inclusion in the workplace. Employment decisions at Pond are based on business needs, job requirements and individual qualifications. All suitably qualified applicants will receive consideration for employment. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state and local laws in jurisdictions where we operate. If you need assistance or an accommodation due to a disability, you may contact us at <a href="mailto:hrdepartment@pondco.com" target="_blank">hrdepartment@pondco.com</a>. 
<h3>Company Description</h3>
Pond is a progressive, full-service architecture, engineering, planning and construction firm providing quality services to government, corporate and private sector clients throughout the world. We help clients achieve their missions by being Responsive People and Real Partners.\r\n\r\nPond is an award-winning, full-service architecture, engineering, planning, construction management, and environmental services firm providing professional solutions to clients throughout the U.S. and globally for nearly 60 years. Pond’s staff of 600+ professionals provide a deep bench strength of experience and capabilities to offer customized solutions that help clients manage projects from concept to completion – and everything in between – with confidence and clarity. Pond is currently ranked as the 80th largest engineering and design firm by ENR, Atlanta’s #1 engineering firm by Atlanta Business Chronicle, and has been recognized as an Employer of the Year by Georgia ACEC and a Best Place to Work for Working Parents.\r\n\r\nEqual Opportunity Employer\r\n\r\nWe are an equal opportunity and affirmative action employer that recognizes the value of diversity and inclusion in the workplace. Employment decisions at Pond are based on business needs, job requirements and individual qualifications. All suitably qualified applicants will receive consideration for employment. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state and local laws in jurisdictions where we operate. If you need assistance or an accommodation due to a disability, you may contact us at <a href="mailto:hrdepartment@pondco.com" target="_blank">hrdepartment@pondco.com</a>.

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