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<h3>Job Description</h3>
Job DescriptionPayabli's mission is to enable any software company to become a payments company through our payment infrastructure and monetization platform. With Payabli, software companies can make payments a core part of their business model to drive revenue, enhance customer lifetime value, and boost enterprise value. Founded by serial entrepreneurs who built and scaled successful technology companies like RevoPay (Acquired), Seamless.com (IPO), and ServiceTitan, we're backed by top venture capital investors including Fika Ventures, Bling Capital, and TTV Capital. The Role: As a Client Success Manager at Payabli, you are the north star for our partners—their trusted advisor and advocate as they navigate their payments journey post-integration. You'll serve as the single source of truth, guiding partners to measurable success while ensuring they maximize the value of Payabli's platform. This is a strategic, relationship-driven role where you'll own a portfolio of partner accounts, acting as the bridge between their business objectives and our cross-functional teams. Whether working with banking partners, HOA management platforms, vertical SaaS companies, or other specialized industries, you'll become the subject matter expert who understands their unique challenges and opportunities. You'll proactively drive adoption, identify growth opportunities, mitigate risks, and ensure that every partner relationship is set up for long-term success. This isn't just account management—it's strategic partnership at scale. Strategic Partner Management
<ul>
<li>Own the post-integration experience for a portfolio of partner accounts, serving as their primary point of contact and trusted advisor</li>
<li>Build deep, consultative relationships with key stakeholders including executives, product leaders, and technical teams</li>
<li>Develop customized success plans that align partner business objectives with Payabli's capabilities and roadmap</li>
<li>Act as the voice of the partner internally, ensuring their needs are understood and prioritized across Product, Engineering, Sales, and Operations teams</li>
</ul>
Partner Enablement &amp; Adoption
<ul>
<li>Drive platform adoption by coordinating training, feature rollouts, and strategic touchpoints tailored to each partner's needs</li>
<li>Conduct regular business reviews to assess performance, review key metrics, and identify optimization opportunities</li>
<li>Proactively monitor partner health indicators and intervene early to address concerns or remove blockers</li>
<li>Educate partners on industry best practices, compliance requirements, and emerging payment trends relevant to their vertical</li>
</ul>
Growth &amp; Retention
<ul>
<li>Identify and execute expansion opportunities including upsells, cross-sells, and new use cases that align with partner goals</li>
<li>Ensure high retention rates by delivering measurable outcomes, maintaining partner satisfaction, and mitigating churn risk</li>
<li>Develop and execute strategies to increase transaction volume, merchant acquisition, and revenue generation for partners</li>
<li>Collaborate with Sales to support contract renewals and identify opportunities for deeper partnership engagement</li>
</ul>
Problem Resolution &amp; Advocacy
<ul>
<li>Own issue resolution from intake through resolution, coordinating with Support, Engineering, and Operations as needed</li>
<li>Manage escalations with urgency and transparency, keeping partners informed throughout the resolution process</li>
<li>Synthesize partner feedback and pain points to inform product roadmap decisions and service improvements</li>
<li>Navigate complex situations including underwriting challenges, funding discrepancies, and integration issues with confidence and composure</li>
</ul>
Data-Driven Decision Making
<ul>
<li>Track and analyze key performance indicators including partner health scores, processing volumes, approval rates, and merchant concentration</li>
<li>Provide regular reporting to partners and internal stakeholders on account performance, risks, and opportunities</li>
<li>Use data insights to make strategic recommendations and drive continuous improvement in partner outcomes</li>
<li>Maintain accurate records in CRM systems to ensure visibility and collaboration across teams</li>
</ul>
Required Experience &amp; Skills
<ul>
<li>3-5+ years of experience in Client Success, Account Management, or Strategic Partnership roles, preferably in payments, fintech, or SaaS</li>
<li>Proven track record of managing high-value accounts with measurable retention and growth outcomes</li>
<li>Strong understanding of payment processing fundamentals, merchant services, and fintech ecosystems</li>
<li>Exceptional relationship-building skills with the ability to influence and collaborate with executive-level stakeholders</li>
<li>Outstanding communication skills—both written and verbal—with the ability to simplify complex technical concepts</li>
<li>Strong analytical and problem-solving abilities with a data-driven approach to decision-making</li>
<li>Proficiency with CRM platforms, customer success tools, Excel, and business intelligence software</li>
<li>Self-starter mentality with the ability to work independently, manage competing priorities, and thrive in a fast-paced environment</li>
</ul>
Nice to Have
<ul>
<li>Experience working with vertical SaaS platforms or understanding of specific industry verticals (banking, property management, healthcare, etc.)</li>
<li>Technical aptitude with APIs, integrations, or software implementation</li>
<li>Experience with customer success platforms like Gainsight or ChurnZero</li>
<li>Knowledge of payment compliance, underwriting processes, or risk management</li>
<li>Background in consulting, strategic operations, or business development</li>
</ul>
Who You Are
<ul>
<li>A Problem Solver: You love "running to the fire" and view challenges as opportunities to add value</li>
<li>Customer-Obsessed: You genuinely care about your partners' success and go above and beyond to earn their trust</li>
<li>Proactive &amp; Resourceful: You don't wait for problems to escalate—you anticipate needs and take action</li>
<li>Collaborative: You work seamlessly across teams and know how to rally resources to achieve partner outcomes</li>
<li>Detail-Oriented: You understand that "little things count" and sweat the small stuff to deliver exceptional experiences</li>
<li>Growth-Minded: You're eager to learn, adapt quickly, and continuously improve your craft</li>
</ul>
Why Join Payabli? We're a values-driven company that cares deeply about our team, partners, and customers. Our north star values guide everything we do:
<ul>
<li>Team First: We invest in our people to foster a vibrant culture where we all love coming to work every day</li>
<li>Customer Love: We go above and beyond to woo customers so they write us love letters</li>
<li>Run to the Fire: We embrace difficult situations and lean in when confronted with adversity</li>
<li>Bias for Action: We operate with urgency and don't leave for tomorrow what can be done today</li>
<li>Little Things Count: We differentiate ourselves by focusing on thoughtful details</li>
<li>Truth Seekers: We seek truth above pride and ego, holding each other accountable with respect</li>
</ul>
What We Offer
<ul>
<li>Competitive base salary with strong performance-based upside potential</li>
<li>Stock options with the potential to unlock more equity as we grow</li>
<li>Flexible PTO and paid parental leave</li>
<li>Comprehensive medical, dental, and vision insurance401K with company match, HSA, and pre-tax savings programs</li>
<li>Monthly education fund to invest in your professional development and passion goals</li>
<li>Fully remote work environment with a collaborative, supportive team culture</li>
</ul>
Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We 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. Principals only.&nbsp;No external agency submissions. Candidates must apply directly; We will not accept submissions from third-party recruiters or staffing agencies. Payabli is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We 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.

Client Success Manager

<h3>Job Description</h3>
Job DescriptionThe Company You’ll Join: It is our mission to create an exceptional firm that betters the world of work. Through granular candidate insights, in-depth employer benchmarking, continuous market pulses, actionable strategies, and recruiting feedback platforms, the team at Veris Insights is advancing the way companies across North America approach recruiting, employer branding, DEI (diversity, equity, and inclusion), and talent management. We work with hundreds of Fortune 1000 organizations to help them solve their hardest talent challenges and it is our aspiration to be nothing less than the single, unequivocal best partner to every one of these leaders in that pursuit.&nbsp; The Team You’ll Join: Our Client Success team (internally known as Member Experience) is the face and heart of Veris Insights. We work as an extension of our clients’ teams, ensuring they feel supported, understood, and equipped to tackle their biggest challenges. As part of the University Recruiting Council, you’ll partner directly with early talent leaders across the country. Our mission is to translate Veris Insights research into actionable strategies that strengthen recruiting outcomes while building trusted advisor relationships with clients. This work spans advising on candidate behaviors and experiences, shaping early talent program design, and facilitating strategy sessions that influence how leading employers attract and engage the next generation of talent. How You’ll Grow: This role blends strategic consulting, facilitation, and relationship management. You’ll have complete ownership of a portfolio of clients and expand your ability to lead high-level conversations. You will deepen skills in executive presence, consultative advising, storytelling, and problem-solving while benefiting from ongoing coaching in a feedback-rich environment. The Client Success team invests deeply in growth, autonomy, and meaningful impact, creating opportunities to stretch your skills and see your influence on client strategies firsthand. Who You Are:&nbsp; Strategic and incisive: You can quickly cut through complexity and surface clear, actionable recommendations.Relationship-first: You excel at building trust and credibility with senior stakeholders.Confident facilitator: You bring energy and executive presence to every interaction, whether leading a workshop or presenting insights.Adaptable problem-solver: You thrive in ambiguity and pivot easily as client needs evolve.Collaborative teammate: You’re motivated by working in a fast-paced, mission-driven environment.Key Responsibilities: Client Advising &amp; Relationship Management
<ul>
<li>Serve as the primary point of contact for 25–35 University Recruiting Council clients.</li>
<li>Build trusted advisor relationships, ensuring clients see Veris Insights as indispensable partners.</li>
<li>Onboard, consult, and grow relationships with clients, tailoring support to their unique recruiting challenges.</li>
</ul>
Key Responsibilities: Research Translation &amp; Facilitation
<ul>
<li>Translate research and data into actionable recommendations for early talent leaders.</li>
<li>Lead engaging presentations, workshops, and strategy sessions, both virtually and in person.</li>
<li>Stay current on talent acquisition, university recruiting, and labor market trends, and bring that intelligence to clients.</li>
</ul>
Key Responsibilities: Strategic Problem-Solving &amp; Execution
<ul>
<li>Diagnose client needs and design solutions that move their recruiting strategies forward.</li>
<li>Manage client data and insights with accuracy and accountability.</li>
<li>Balance multiple client priorities with agility and focus, ensuring high-quality execution across all engagements.</li>
</ul>
The Requirements:
<ul>
<li>4+ years in client-facing roles such as consulting, talent acquisition, employer branding, or customer success.</li>
<li>Demonstrated experience facilitating, storytelling, and providing strategic advice to senior stakeholders.</li>
<li>Strong communication and business writing skills, with the ability to synthesize and present insights clearly.</li>
<li>Comfort with data interpretation and translating findings into compelling narratives.</li>
<li>Ability to manage multiple priorities in a fast-paced, remote-first environment.</li>
</ul>
The Nice-To-Haves:
<ul>
<li>Familiarity with university recruiting, early talent strategy, or labor market research.</li>
<li>Experience with Google Suite, Planhat, or similar CRM platforms.</li>
</ul>
The Compensation &amp; Benefits Package:
<ul>
<li>Salary: $80,000–$92,500 annually, depending on experience</li>
<li>Location: Remote-first within the U.S., with ability and willingness to be in our DC office for team off-sites, strategic planning, or other key moments where in-person connection adds value</li>
<li>Time Off: Unlimited PTO, plus monthly mental health days</li>
<li>Health &amp; Wellness: Medical, dental, and vision coverage, plus a $1,000 annual wellness stipend</li>
<li>Retirement: 401(k) with up to 4% employer match</li>
<li>Family Support: Paid parental leave</li>
<li>Work Authorization: Applicants must be authorized to work in the U.S. without current or future visa sponsorship. Unfortunately, we are unable to consider OPT/CPT holders.</li>
</ul>
Please keep in mind:&nbsp;Research has shown that candidates from underrepresented backgrounds only apply to jobs when they meet 100% of the requirements vs. their majority counterparts, which apply at a much higher rate if they meet 50-60% of the requirements. So, with that being said, if you are interested in the role, we would love to hear how you can leverage your talents to be an awesome culture add. Our Values &amp; Culture, In Brief:&nbsp;Talent is in our DNA. It is what we study, who we serve, and the quality we most pride ourselves on internally. In order for our team members to be at their best, we provide individualized benefits and support. At the most basic level, benefits include unlimited PTO, health insurance benefits, and career development opportunities.&nbsp;We believe a well-rounded and diverse team is the key to our success. To provide the widest range of experiences and perspectives in our member service and internal culture, we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. Please let our recruiter know if there are any accommodations we can provide for you to ensure an equitable and comfortable recruitment process. We highly value diversity, equity, and inclusion, and this shows up in everything we do.&nbsp;Our research has a significant focus on the experiences of candidates from diverse backgrounds. Internally, we have Employee Resource Groups for BIPOC and LGBTQ+ employees, and Affinity Groups to support women and neurodiversity. Furthermore, we’ve established a Diversity Council to promote a workplace environment that is safe, respectful, and inclusive for all and acts as an active partner to People Ops and Leadership in service of our broader firm-wide DEI goals.

Client Advisory Manager

<h3>Job Description</h3>
Job DescriptionClient Success Manager (Remote, Eastern US) What we believe&nbsp;In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk? &nbsp;We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do. &nbsp;Our role&nbsp;We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology. &nbsp;What we value&nbsp;You could be a good fit for Crosslake if you see yourself reflected in our guiding values: Service. We effect change by empowering others.Curiosity. We believe great advice starts with deep understanding.Credibility. Our expertise is earned and proven. Commitment. It’s our privilege to serve clients in their critical moments. Creativity. We are inspired by the constant pursuit of better.&nbsp;Overview The Client Success Manager (CSM) will play a key role in ensuring the overall success of Crosslake’s client relationships. Regularly interacting with senior leadership and key client contacts, the CSM will help drive processes critical to client acquisition, project execution, account management, and overarching client satisfaction. The role requires impeccable attention to detail, a solutions-oriented attitude, and extraordinary communication skills with a client service mindset. Data is of utmost importance, and the ideal candidate will feel a sense of ownership and responsibility for the company’s systems of record, including its CRM, to ensure we are best positioned to meet client needs day in and day out.Expected Results
<ul>
<li>Maintain client data records to ensure high-quality, reliable information from business development pipeline through project closeout</li>
<li>Administration of client account and project document processes (e.g., Master Service Agreements, Statements of Work, Non-reliance Letters, etc.) yielding consistent, timely execution</li>
<li>Coordinating early-stage client engagement logistics both internally and externally – including setting up proposal reviews, scheduling meetings to refine scoping, verifying staffing readiness, and calendaring pre-kickoff meetings – enabling a successful project launch</li>
<li>Reviewing opportunities in the business development pipeline to ensure they are set up for success upon closing (e.g., appropriate documentation underway, staffing needs understood, etc.)</li>
<li>Provide general administrative support critical to client-facing leadership (generating reporting / analytics regarding projects and accounts, collaborating across internal teams to drive process execution, engaging in general internal and external correspondence / calendaring, etc.) to promote client relations success</li>
<li>Other responsibilities as assigned by Management</li>
</ul>
Requirements
<ul>
<li>Minimum of 3 years of client operations experience or in a sales support role</li>
<li>BA / BS in related field</li>
<li>Familiarity with CRM systems (SalesForce and HubSpot preferred) with the ability to create reports and extract data as needed</li>
<li>Proficiency in Microsoft office products such as Word, Excel, SharePoint, and PowerPoint</li>
<li>Strong analytical, organizational, and time management skills with an eye for detail</li>
<li>Solid data analysis and data cleansing skills</li>
<li>Excellent teamwork, interpersonal, communication, and customer service skills</li>
<li>Ability to manage multiple priorities and deadlines</li>
</ul>
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.

<h3>Job Description</h3>
Job DescriptionAbout Certify:At CertifyOS, we're building the infrastructure that powers the next generation of provider data products, making healthcare more efficient, accessible, and innovative. Our platform is the ultimate source of truth for provider data, offering unparalleled ease and trust while making data easily accessible and actionable for the entire healthcare ecosystem. What sets us apart? Our cutting-edge, API-first, UI-agnostic, end-to-end provider network management platform automates licensing, enrollment, credentialing, and network monitoring like never before. With direct integrations into hundreds of primary sources, we have an unbeatable advantage in enhancing visibility into the entire provider network management process. Plus, our team brings over 25+ years of combined experience building provider data systems at Oscar Health, and we're backed by top-tier VC firms who share our bold vision of creating a one-of-a-kind healthcare cloud that eliminates friction surrounding provider data. But it's not just about the technology; it's about the people behind it. At Certify, we foster a meritocratic environment where every voice is heard, valued, and celebrated. We're founded on the principles of trust, transparency, and accountability, and we're not afraid to challenge the status quo at every turn. We're looking for purpose-driven individuals like you to join us on this exhilarating ride as we redefine healthcare data infrastructure. About the role: Join Certify as a Client Success Manager (CSM) to drive client satisfaction, retention, and growth in a fast-paced, dynamic environment. In this critical role, you’ll orchestrate complex client projects, navigate ambiguity with confidence, and build strong relationships with enterprise clients to transform challenges into successes. You’ll excel at managing multiple high-stakes accounts, leveraging data-driven insights, driving client expansion opportunities, and collaborating across teams to deliver exceptional client experiences. If you’re passionate about leading through complexity, driving impactful outcomes, and thriving under pressure, this is your opportunity to make a difference. What You’ll Do
<ul>
<li>Build Client Relationships: Foster trust and loyalty by understanding clients’ business objectives and aligning Certify’s solutions to their goals</li>
<li>Serve as Primary Contact: Act as the go-to resource for client inquiries, delivering timely, effective solutions to ensure satisfaction</li>
<li>Lead Complex Client Projects: Spearhead client initiatives with strong project management, ensuring timely delivery, risk mitigation, and alignment with strategic goals</li>
<li>Drive Retention and Expansion: Proactively identify at-risk clients, implement strategies to reduce churn, and uncover opportunities for account expansion to fuel Certify’s growth</li>
<li>Master Product Expertise: Develop deep knowledge of Certify’s platform to guide clients in maximizing value and achieving success</li>
<li>Leverage Client Feedback: Collect and analyze client feedback to inform product enhancements, collaborating with product and development teams to prioritize client needs</li>
<li>Deliver Training and Resources: Design and lead engaging training sessions, webinars, and resources to empower clients in using Certify’s solutions</li>
<li>Monitor and Report KPIs: Track and analyze key operational and performance metrics and present actionable insights to client and Certify leadership</li>
<li>Collaborate Cross-Functionally: Partner with sales, implementation, operations, and product teams to ensure a seamless client journey, swift issue resolution, and successful expansion initiatives</li>
</ul>
What You’ll Need
<ul>
<li>4+ years of experience in consulting, client success, account management, or a related role, preferably with enterprise clients</li>
<li>Exceptional project management skills, with a proven ability to lead complex initiatives, manage resources, and deliver results in high-pressure settings</li>
<li>Strong ability to navigate ambiguity and complexity, with a track record of solving problems in fast-paced, dynamic environments</li>
<li>Proven ability to manage multiple high-value accounts while delivering exceptional client experiences and driving expansion opportunities</li>
<li>Strong analytical skills to interpret data, identify trends, and drive strategic decisions, including growth initiatives</li>
<li>Excellent communication and presentation skills, with experience leading client-facing training or webinars</li>
<li>Collaborative mindset with a track record of working effectively across cross-functional teams</li>
</ul>
Why Join Certify? At Certify, you’ll join a passionate team dedicated to empowering clients through innovative solutions in a fast-paced, high-growth environment. We value collaboration, creativity, and a relentless focus on client success. As a CSM, you’ll drive meaningful impact by leading client initiatives and fostering growth in a dynamic organization. At Certify, we're committed to creating an inclusive workplace where everyone feels valued and supported. As an equal opportunity employer, we celebrate diversity and warmly invite applicants from all backgrounds to join our vibrant community.

<h3>Job Description</h3>
Job Descriptionco:&nbsp; is a creative and strategic transformation partner for purpose-led organizations. We help our clients put purpose into practice — not just defining what they stand for, but also infusing it into everything they do, inside and outside their organization. Not just because that’s good for the world, but because it’s good for business too.&nbsp; The role A hybrid relationship builder, project orchestrator, and creative collaborator. You thrive when working across multidisciplinary teams to bring strategic and creative work to life, and can zoom in and out between details and the big picture to help keep projects on track and clients confident. Reporting into the Head of Client Engagement, this role partners with co:’s senior leaders and client partners in delivering transformational work. You’ll help strengthen our client relationships, guide projects from inception through completion, and spot ways to add value for both our clients and our internal teams. You’re a thoughtful collaborator and trusted operator who isn’t afraid to roll up your sleeves to help drive impact. You’ll work across our three practices—Business &amp; Brand, Experience, and Organization and Culture Design—on a project basis. From brand strategy to organizational transformation, you’ll help shape and deliver work that drives meaningful change for clients. Who you are You’re an experienced operator who’s led multiple fast-paced, multifaceted projects. You know how to manage timelines, stakeholders, and budgets, and you bring a calm and steady presence to complex environments. You communicate clearly, collaborate well, and can keep a team focused and energized. You may be in a Senior Account Manager or low-level Account Supervisor role today, with experience in brand strategy, innovation, or creative services. You’re confident working with mid- to senior-level clients and know how to contribute to both strategic conversations and day-to-day execution. You bring a strong sense of ownership, curiosity, and a collaborative mindset to everything you do. You’re excited by non-traditional creative environments and value a workplace that feels more like a community—one that celebrates wins together, supports individual passions, and champions personal and professional growth. What you'll do At co:, we move quickly and collaboratively, so this role wears many hats. Key responsibilities include:- Build strong working knowledge of clients’ businesses, including industry context and strategic priorities- Support senior engagement leads in building trust-based relationships with clients- Lead the day-to-day management of 1–2 projects across co:’s three practices- Maintain continuous curiosity about emerging AI systems and tools, proactively identifying and piloting solutions that can streamline project operations, enhance the quality of client deliverables, or surface new insights for organic growth.- Own project planning and operations: timelines, workflows, team coordination, deliverables, and documentation- Act as the primary point of contact for internal teams and clients on active projects- Track budgets, scope, and team bandwidth in collaboration with senior engagement leads- Prepare materials for internal and external meetings, ensuring clarity and alignment- Facilitate project meetings and maintain detailed, actionable recaps- Support the development of proposals and SOWs for new and follow-on work- Help identify opportunities for organic growth and contribute ideas for how co: can add value- Collaborate closely with strategy and creative teams, offering input that strengthens the quality of the work- Document and share project learnings with the broader team What you've done- 2-4 years of experience in client services or account management, ideally in a brand strategy, innovation, or creative agency - Proven ability and curiosity to leverage and pilot emerging AI tools and systems, successfully integrating them to streamline operational workflows, enhance team productivity, or generate richer project insights.- Experience managing complex, multi-workstream projects and collaborating across disciplines- Demonstrated success working with mid- and senior-level clients- Strong verbal and written communication skills, with comfort leading presentations and facilitating discussions- Experience working with or around strategic and creative outputs- Understanding of production workflows and how to manage timing and budgets- Collaborative spirit and a solutions-oriented mindset- Experience in or exposure to technology, B2B, or transformation projects is a plus Caring for the community The co: community is deeply committed to continuing to build a diverse and inclusive workplace for all to thrive. We value and honor those with different backgrounds, unique perspectives, and believe that inclusive organizations build better teams and produce better work. We are a people-centered business that seeks to create safe spaces, lead by example, and make a positive impact on the world. co: is proud to be an equal-opportunity employer and we value a diverse workforce. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, socioeconomic status, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Our working model We support different modes of working – be it hybrid, remote first or otherwise, and we are constantly experimenting with new approaches to ensure that the model we are working within is fulfilling to our teams and clients.&nbsp; For those based in New York, we have two anchor days per week. On Tuesdays and Wednesdays, we ask that everyone comes to the office. For those that do not live in NYC, we ask that they come to New York for one week per quarter and travel for client meetings.
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 Engagement Manager

<h3>Job Description</h3>
Job DescriptionAbout ANS&nbsp;At ANS, we’re not just a consulting engineering firm,we’re a team of trailblazers shaping the future of energy and infrastructure through civil, structural, electrical, high-voltage, and geotechnical engineering. Recognized as one of the Best Places to Work and Top 10 Hottest Engineering Firms in the US by Zweig Reports and featured in Inc. 5000’s Top 250 for our staggering 1,748% growth, we’re proud of what we’ve built and where we’re headed.&nbsp; We thrive on innovation, embrace a “best idea wins” culture, and value humility, ownership, and execution. If you excel in fast-moving environments and believe in the power of precision, this is the place for you.&nbsp; About the Role&nbsp; At ANS, relationships are the foundation of everything we do. As we grow rapidly, we’re formalizing our Commercial team to ensure our client experience scales with intention, warmth, and excellence. We’re looking for Client Relations Managers who are passionate about people and who thrive in environments where trust, collaboration, and long-term partnerships matter.&nbsp;&nbsp;This role is ideal for someone who sees client care as a craft: someone who listens deeply, communicates clearly, and builds lasting relationships that reflect the values ANS was built on. You’ll work closely with our Commercial Team Lead, Business Development, and Proposal Writing teams to ensure our clients feel supported, understood, and excited to work with us every step of the way.&nbsp; WHAT YOU'LL DO:Build &amp; Nurture Client Relationships
<ul>
<li>Serve as the primary point of contact for assigned clients, ensuring consistent communication and a high-touch experience&nbsp;</li>
<li>Understand client goals, preferences, and pain points to proactively offer solutions and support&nbsp;</li>
<li>Maintain long-term relationships that foster trust, loyalty, and repeat business&nbsp;</li>
</ul>
Collaborate Across the Commercial Team
<ul>
<li>Partner with Business Development to transition new clients smoothly into ongoing relationships&nbsp;</li>
<li>Work with Proposal Writers to ensure client needs are accurately reflected in proposals and scopes&nbsp;</li>
<li>Coordinate with internal teams to keep projects aligned with client expectations&nbsp;</li>
</ul>
Strategic Account Management
<ul>
<li>Track client satisfaction, engagement, and feedback to identify opportunities for improvement&nbsp;</li>
<li>Monitor account health, flag risks early, and help resolve issues with empathy and urgency&nbsp;</li>
<li>Contribute to account planning and growth strategies alongside the Commercial Team Lead&nbsp;</li>
</ul>
Scale the ANS Way
<ul>
<li>Help formalize systems and processes that preserve our relational approach as we grow&nbsp;</li>
<li>Bring creativity and intentionality to client touchpoints—from kickoff calls to milestone celebrations&nbsp;</li>
<li>Represent ANS’s values in every interaction, making clients feel like part of the family&nbsp;</li>
</ul>
WHAT WE ARE LOOKING FOR
<ul>
<li>A people-first mindset with strong emotional intelligence and communication skills&nbsp;</li>
<li>Experience in account management, client services, or relationship-based roles&nbsp;</li>
<li>Ability to manage multiple client relationships with care, clarity, and consistency&nbsp;</li>
<li>Proactive problem-solver who thrives in fast-paced, evolving environments&nbsp;</li>
<li>Familiarity with engineering, renewable energy, or professional services is a plus- but not required&nbsp;</li>
<li>Someone who genuinely enjoys connecting with others and making work feel human&nbsp;</li>
<li>High School Diploma&nbsp;</li>
<li>Prior experience in renewable energy, consulting engineering, or related field&nbsp;</li>
<li>Ability to travel to client offices, when needed (up to once per month)&nbsp;</li>
</ul>
Benefits: 401(k)Dental insuranceHealth insurancePaid time offVision insuranceReady to join us?At ANS, you’ll join a team that values creativity, collaboration, and community. Whether you’re hosting a client lunch, managing communications between our teams, or celebrating a project win, you’ll be part of a company that believes relationships are the real bottom line.&nbsp;&nbsp;&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 Account Manager

<h3>Job Description</h3>
Job Description Client Solutions ManagerThe Opportunity
We're OpinionRoute. We empower researchers to deliver accurate survey insights using the industry's only true survey workflow operating system, supported by best-in-class managed services.
We believe that marketing research can be made easier through the harmonization of people, technology, and process. This requires a commitment to creativity and thinking outside the box to improve the research data collection process. We constantly challenge ourselves, creating opportunities for every team member to grow, while never losing sight of the importance of teamwork, passion, and creating value for clients.
The Client Solutions Manager plays a key part in meeting client needs through a first-class service approach in the project execution cycles. The role itself will be a platform for career development and growth. The career path will grow around your unique skills and talents. You will be engaged deeply as an employee to learn the industry and business. We like to invest in our people.
This is hybrid position which offers flexibility to work both in-office at our downtown Cleveland headquarters and remote. Open to candidates in other cities. 
What You Will Do
<ul>
<li>Coordinate with internal and external resources to manage full-service research studies</li>
<li>Manage accounts and proposals</li>
<li>Develop project timelines</li>
<li>Manage internal resources and external vendors to complete projects on time and within budget</li>
<li>Review questionnaires</li>
<li>Escalate and resolve any project challenges using cross-functional channels with Sales, Fieldwork Ops, Development Operations, Programming, and management</li>
<li>Test online survey programs</li>
<li>Review data for quality assurance purposes</li>
<li>Manage project budgets and timing</li>
<li>Maintain status and progress updates for fieldwork</li>
<li>Ensure that data is collected to the client’s specifications</li>
</ul>
You'll Thrive In This Role If You're
<ul>
<li>Ambitious. Seeking to launch or continue your early-stage career in a place where you’ll be valued, listened to, and challenged.</li>
<li>Analytical. You aren’t afraid to bury your nose in a spreadsheet to find an a-ha moment on a project.</li>
<li>Quality-Focused. You believe that your work ethic is apparent through your attention to detail.</li>
<li>Service-oriented. You find genuine fulfillment from helping others either in life or a professional setting.</li>
<li>Engaging. You have a dynamic personality that thinks long-term as you search for a great fit.</li>
<li>Data-Driven. You substantiate your thoughts, theories, and recommendations with data.</li>
</ul>
You're a Fit If You Have/Are
<ul>
<li>A Bachelor’s degree or higher in Math, Analytics, Research, Marketing, Engineering, Business, Communication, or other relevant fields.</li>
<li>2-3 years of project management experience in online quantitative market research</li>
<li>Effective multi-tasking abilities</li>
<li>Excellent oral and written communication.</li>
<li>Intellectual curiosity and a desire to learn.</li>
<li>Good time management skills.</li>
<li>Demonstrated proficiency in MS Excel, Word, and PowerPoint applications.</li>
<li>Mathematically inclined; experience with data analysis and data software preferred</li>
<li>A positive and energetic team player who enjoys helping others</li>
</ul>
Why You Might Be Excited About Joining Us
<ul>
<li>We’re values-driven. We care deeply about the service we provide and client satisfaction.</li>
<li>We’re analytical and thoughtful. Our extra focus and attention to detail stand out.</li>
<li>We’re experts. In a rapidly evolving field, we maintain this edge by hiring talented, accomplished professionals and offering client education and engagement.</li>
<li>We’re culture-driven. We want to add talent that blends high performance with extra personality and empathy for those around you.</li>
<li>We’re a young company! The excitement of a startup/scaleup, but carrying the wisdom of many more years than that.</li>
</ul>
More About OpinionRoute
OpinionRoute is creating innovative solutions for Market Research firms who seek to work smarter, deliver higher quality, and treat their talent better.
Values: Move with Purpose, Treat Learning as a Journey, Prioritize People, Accept Responsibility, Set a Higher Quality Standard.

Client Solutions Manager

<h3>Job Description</h3>
Job Description
ComplyAuto is a RegTech company offering cloud-based software that helps companies enhance their compliance and security capabilities while becoming more efficient and cost-effective. ComplyAuto manages and automates compliance decisions, performing tasks that would normally require manually-intensive processes and human intelligence.
ComplyAuto began as a privacy compliance company for automotive dealers, but has quickly expanded into other verticals and compliance areas including cybersecurity, EHS (environmental, health, and safety), and legal compliance.
If you're a motivated Client Enablement Manager who is eager to contribute to a variety of projects while enjoying an array of exceptional benefits, we are excited to review your application!
Salary Range: Base salary range of $65,000 to $75,000, with the potential to earn up to an additional $25,000 in bonuses.
Travel: This position also requires travel up to 20%, providing the opportunity to engage directly with clients and partners outside the employee's home office. Hours will vary on traveling days based on need. Travel will include driving and airfare. 
Benefits:
<ul>
<li>401(k) $1 to $ 1 match up to 5% </li>
<li>Medical, dental, and vision insurance; we pay 100% of premiums for employee and family </li>
<li>HSA contribution for qualifying plans</li>
<li>Unlimited Paid time off and 11 observed holidays</li>
<li>Full-time remote opportunity, equipment provided</li>
</ul>
Essential Duties &amp; Responsibilities: The Client Enablement Manager (CEM) plays a pivotal role in educating customers at a technical level, demonstrating, and proving the value of ComplyAuto's software in addressing clients' cybersecurity and compliance needs. The CEM initiates and manages outbound communications with existing clients to promote and expand adoption of ComplyAuto's products and services. This role is central to driving product growth, enhancing client engagement, and achieving sales targets through effective communication and consultative guidance.
Success in this position is multifaceted, encompassing client prospecting and sales, satisfaction and retention, product adoption and expansion, client education and training, risk mitigation and compliance management, and deep industry expertise. To achieve these objectives, the CEM leads client onboarding sessions, conducts account audits, promotes products, delivers product demonstrations, and ensures consistent follow-up with customers. Work is reviewed by the Supervisor of Client Enablement for achievement of results.
<ul>
<li>Conduct a high volume of outbound calls and emails to existing clients.</li>
<li>Identify the correct employees and decision makers at the dealership level for each of our products or services and educate them on the corresponding products that meet their needs.</li>
<li>Set up and lead initial client meetings to discuss expanding adding ComplyAuto products</li>
<li>Accurately record call outcomes, client information, and sales data in our CRM Hubspot</li>
<li>Stay informed about the features, benefits, and pricing of our products/services to answer client inquiries effectively.</li>
<li>Deliver product demonstrations and drive technical pre-sale presentations tailored to client needs.</li>
<li>Collaborate with sales to understand customer goals and challenges.</li>
<li>Articulate product capabilities, limitations, and use cases to prospects.</li>
<li>Explain standard use case scenarios for the product features effectively.</li>
<li>Understand and follow typical sales strategies, such as deal stages and how deals are closed.</li>
<li>Contribute to the sales process by identifying customer pain points and how the software can address and alleviate them for the customer.</li>
<li>Effectively translate customer needs into product solutions.</li>
<li>Demonstrate the long-term value of ComplyAuto products to clients.</li>
<li>Manage client accounts requiring regular check-in meetings, emails, phone calls, virtual meetings, occasional in person meetings, and formal business reviews.</li>
<li>Aim for a 9/10 or higher satisfaction rate on customer surveys.</li>
<li>Maintain continuity of contact with clients onboarded and a regular cadence of touch bases with clients to prevent loss of connection.</li>
<li>Motivate clients to fully leverage the software's features and capabilities.</li>
<li>Guide clients towards adopting new functionalities as they become available.</li>
<li>Introduce new products to existing clients in line with ComplyAuto's releases.</li>
<li>Meet or exceed product mention goals as specified by the Client Success leadership.</li>
<li>Facilitate customer onboarding as per the guidelines set by the Client Success leadership.</li>
<li>Maintain an 85% average compliance score among all managed accounts.</li>
<li>Organize quarterly meetings for ongoing education on our product suite.</li>
<li>Travel to provide tailored, in-person training sessions or product demonstrations, ensuring a deeper understanding and engagement with our product.</li>
<li>Support clients in mitigating cybersecurity risks and ensuring continuous compliance with relevant standards and regulations.</li>
<li>Proactively monitor customer account usage to identify potential vulnerabilities.</li>
<li>Encourage the adoption of comprehensive security solutions like Sophos, Coro, and Duo.</li>
</ul>
 
QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree or associates degree in any field; 3 years of customer service experience and 1+ year of technical pre-sales or technical consulting experience and/or any combination of education, experience, and training which provides the following knowledge, skills, and abilities:
<ul>
<li>Proven ability to deliver effective and efficient software product demonstrations and technical presentations to address client needs, provide accurate information with confidence and conviction, along with providing verbal and written instructions, guidance and interpretation of software program data and reports.</li>
<li>Proven ability to build and maintain long-term mutually beneficial relationships with customers.</li>
<li>Demonstrated experience providing effective education, training and/or transferring product or service knowledge to end users.</li>
<li>1- 2 years prior experience selling Saas to automotive dealers preferred</li>
<li>Strong experience with HubSpot CRM preferred.</li>
<li>Ability to meet regular attendance expectations and meet tight deliverables deadlines</li>
<li>Excellent interpersonal skills with ability to establish and maintain effective working relationships and successfully interact with people at all management and support levels, within and outside the organization.</li>
<li>Exceptional communication skills both written and verbal with the ability to influence stakeholders.</li>
<li>Proven ability to manage multiple accounts while maintaining attention to detail.</li>
<li>Ability to work independently and as part of a team in a fast-paced environment.</li>
</ul>
<ul>
<li>Proven ability to consistently perform duties with integrity, effectiveness, efficiency, and at the highest level of professionalism.</li>
<li>Demonstrated experience in Sales, Client Success or Account Management roles preferred </li>
<li>Ability to work effectively and efficiently remotely and travel up to 20% to clients for in-person meetings to strengthen relationships and address their needs effectively.</li>
<li>Valid driver's license and clean motor vehicle record.</li>
<li>Must be available for variable hours, dependent on the schedule of Demos.</li>
</ul>
Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.
This is a fully remote opportunity, but candidates must reside within the Continental United States. Please note that we are not accepting applications from candidates residing in California, Hawaii, and Alaska for this position. 
ComplyAuto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, gender identity, genetic information, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws.
ComplyAuto is an equal opportunity employer. We participate in the E-Verify program.
 
Background check required. 
 Job Posted by ApplicantPro

Client Enablement Manager

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

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

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