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<h3>Job Description</h3>
Job Description
We are a fast-growing firm taking over the Dallas area. Direct customer service is on the rise, so our company takes pride in fostering long-lasting relationships and continues to strive for excellence in the industry. We trust that the best way to build relationships is by asking questions, determining needs, and based on that information, providing expert solutions. As an AT&amp;T Client Account Manager, our direct approach and personal touch to customers is expected to be nothing less than outstanding. We love strong personable personalities that can adapt to different cultures and experiences. Our goal is to be able to maintain our professional relationships while still having fun both inside and outside of the office. Our clients appreciate this quality, and so do our business partners. Currently, our human resources director and administrator have been instructed to seek top talent as we have recently taken advantage of an incredible nationwide expansion of a top-tier client. Responsibilities of the AT&amp;T Client Account Manager:
<ul>
<li>Consistently delivers a remarkable customer experience directly through sales and client connection in a face to face setting.</li>
<li>Responsible for improving customer retention using strategic programs, sales services, and excellent in-person communication.</li>
<li>Accepts coaching and takes action to improve customer engagement and sales performance.</li>
<li>Works extensively with the customer to provide timely solutions including order entry, order follow-up, upgrades, order updates, etc.</li>
<li>Combines service and sales with systems skills and basic product knowledge to ask customers questions and effectively offer relevant solutions.</li>
<li>Share relevant customer feedback with sales partners to form new strategies and resolve issues.</li>
<li>Quickly captures customer’s needs and seamlessly provides options that meet those needs.</li>
<li>Proactively looks for opportunities to drive sales growth by identifying new leads.</li>
<li>Provide a personalized approach that shows customers we can help, regardless of their needs.</li>
</ul>
 Requirements of the AT&amp;T Client Account Manager:
<ul>
<li>Experience providing excellent customer service in a fast-paced way.</li>
<li>Experience using relevant sales and customer engagement tactics.</li>
<li>Must have proof of at minimum a High School Diploma or equivalent; with post-secondary education being preferred.</li>
<li>Accurate data entry skills are required.</li>
<li>Outgoing and confident personality.</li>
<li>Great public speaking or presentation skills.</li>
<li>Self-starter with proof of a strong work ethic and energetic personality. &nbsp;</li>
</ul>
 #LI-Onsite

AT&T Client Account Manager

<h3>Job Description</h3>
Job DescriptionSalary: 
Who is Splitit
Our vision is to help consumers responsibly leverage the credit theyve already earned in new and impactful ways. Splitit is the only payment platform that enables consumers to use their existing credit to split purchases into smaller payments to pay overtime with no interest, applications, credit check, or fees. That keeps more money in the hands of shoppers to use as they want.
Splitit operates globally and has offices in Atlanta and Tel Aviv. Our Atlanta based team works in the office 4 days per week, with the flexibility to work remotely one day per week.
 
What Youll Do
We are seeking a highly motivated and experienced Client Success Manager to oversee and grow relationships with some of our Top 50 clients across multiple industries. This is not a sales role, but a strategic relationship and account growth role. Your primary responsibility will be to ensure client satisfaction, nurture relationships, increase merchant sales volume (MSV) over time, and identify opportunities to expand our services within existing accounts. You will work closely with internal teams to ensure clients are leveraging our solutions effectively and proactively identify areas for optimization and growth.
<ul>
<li>Client Relationship Management &amp; Growth
<ul>
<li>Serve as the primary point of contact for assigned large merchants, ensuring their needs are met and they continue to see value in our solutions.</li>
<li>Build and maintain strong, trusted relationships with multiple levels of client stakeholders.</li>
<li>Expand our influence within assigned accounts by identifying key decision-makers and deepening engagement.</li>
<li>Develop and execute strategic account plans to drive MSV growth and optimize the clients payment processing strategy.</li>
<li>Proactively identify expansion opportunities and drive adoption of additional products and services that enhance client success.</li>
</ul>
</li>
<li>Client Success &amp; Retention
<ul>
<li>Proactively identify and address potential challenges before they escalate, ensuring a seamless experience for merchants.</li>
<li>Solve problems and remove roadblocks to maximize client satisfaction and retention.</li>
<li>Partner with cross-functional teamsincluding support, product, risk, and financeto address merchant concerns and optimize performance.</li>
<li>Work with Executive level internal teams to create and deliver presentations showcasing performance insights, industry trends, and strategic recommendations.</li>
<li>Leverage advanced analytics tools to track client usage patterns, uncover trends, and identify upselling and cross-selling opportunities.</li>
<li>Provide training and support to enable clients to optimize their use of our products and services.</li>
</ul>
</li>
<li>Industry &amp; Product Expertise
<ul>
<li>Develop a strong understanding of our payment solutions, including the technical aspects of credit card processing, BNPL (Buy Now, Pay Later), and merchant payment strategies.</li>
<li>Stay informed about industry trends, regulations, and innovations to provide informed guidance and insights to clients.</li>
<li>Ask the right questions and independently find answers, leveraging internal and external resources to continuously grow expertise.</li>
</ul>
</li>
</ul>
What Were Looking For
<ul>
<li>Experience Level: 4-10+ years in account management, client success, or relationship management within payments, fintech, or financial services.</li>
<li>Fintech experience requiredunderstanding of credit card processing, merchant acquiring, or BNPL solutions is essential.</li>
<li>Startup experience is a pluscomfortable working in a fast-paced, evolving environment.</li>
<li>Strong ability to build relationships, identify growth opportunities, and drive increased merchant engagement.</li>
<li>Proven ability to analyze data and extract actionable insights using tools like Looker, Tableau, or similar platforms.</li>
<li>Experience using AI-powered tools for predictive analytics, and to develop proactive client outreach and personalized customer experiences.</li>
<li>Strong problem-solving skills with the ability to anticipate issues and develop effective solutions proactively.</li>
<li>Highly self-motivated and results-drivenable to work independently without extensive hand-holding.</li>
<li>Excellent communication, presentation, and negotiation skills, with the ability to deliver insights at an executive level.</li>
<li>Familiarity with CRM tools and account management platforms (Salesforce, HubSpot, Zendesk, or similar).</li>
</ul>
What We Offer
<ul>
<li>Competitive salary + performance-based incentives</li>
<li>Health, dental, and vision benefits</li>
<li>Professional growth and development opportunities</li>
<li>A collaborative, in-office work environment with a strong team culture</li>
</ul>
Splitit is an equal opportunity employer, meaning all applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. We ensure that all individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
If youre passionate about building relationships, driving account growth, and making an impact in the payments industry, wed love to hear from you!

Client Success Manager

<h3>Job Description</h3>
Job DescriptionSalary: $55,000 + commission 
Job Title: Client Success Manager
Reports To: Sales Manager
FLSA: Full-time, Non-exempt
 
Benefits:
<ul>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Dental insurance</li>
<li>Health insurance</li>
<li>Paid time off </li>
</ul>
Schedule:
<ul>
<li>8 hour shift</li>
<li>Monday to Friday</li>
</ul>
Work Location: In person
Summary/Objective The Client Success Manager ensures client satisfaction, retention, and growth by serving as the primary liaison between clients and the company. This role involves understanding client needs, providing strategic solutions, and optimizing product use. The ideal candidate blends technical proficiency, customer service expertise, and business acumen to drive value and strengthen client relationships.
Essential Duties and Responsibilities
Client Relationship Management
<ul>
<li>Build and maintain strong client relationships as the primary point of contact.</li>
<li>Through that relationship, assess needs and recommend and present company product and/or service solutions to meet those client needs.</li>
<li>Advocate for client needs and ensure alignment with business objectives.</li>
<li>Conduct regular check-ins and quarterly business reviews.</li>
</ul>
Needs Assessment &amp; Strategic Planning
<ul>
<li>Assess client goals and challenges to identify opportunities.</li>
<li>Develop strategic account plans to enhance engagement and maximize revenue.</li>
</ul>
Account Growth &amp; Retention
<ul>
<li>Oversee account management, including contract negotiations and renewals.</li>
<li>Collaborate with sales to achieve revenue targets while maintaining client satisfaction.</li>
<li>Implement strategies to reduce churn and improve engagement.</li>
</ul>
Identifying &amp; Offering Additional Solutions
<ul>
<li>Identify potential opportunities to expand client accounts by suggesting additional products or services that align with their needs.</li>
<li>Financial incentives tied to successfully providing value-added services.</li>
</ul>
Product Expertise &amp; Client Training
<ul>
<li>Maintain deep knowledge of company products and industry trends.</li>
<li>Provide onboarding, implementation, and training support.</li>
<li>Deliver training sessions, webinars, and documentation.</li>
</ul>
Technical Support &amp; Problem-Solving
<ul>
<li>Serve as the first point of contact for client inquiries and troubleshooting.</li>
<li>Coordinate with internal teams to resolve technical issues.</li>
<li>Assist customer service in handling client inquiries.</li>
</ul>
Communication &amp; Coordination
<ul>
<li>Collaborate with internal teams to ensure timely solution delivery.</li>
<li>Manage client escalations professionally and efficiently.</li>
</ul>
Documentation &amp; Reporting
<ul>
<li>Maintain accurate records of client interactions and key insights.</li>
<li>Track client health metrics and provide data-driven recommendations.</li>
<li>Gather and share client feedback for service improvements.</li>
</ul>
Special Skills &amp; Qualifications
<ul>
<li>Knowledge of the mortgage industry (preferred but not required).</li>
<li>Strong technical aptitude and ability to learn new systems quickly.</li>
<li>Excellent problem-solving, project management, and analytical skills.</li>
</ul>
Competencies
<ul>
<li>Teamwork: Collaborates effectively and contributes to team success.</li>
<li>Ethics &amp; Integrity: Demonstrates honesty, accountability, and professionalism.</li>
<li>Communication: Strong interpersonal, written, and presentation skills.</li>
<li>Adaptability: Adjusts to changing priorities and evolving environments.</li>
<li>Excellence &amp; Initiative: Strives for quality, takes ownership, and proactively seeks improvements.</li>
</ul>
Physical Demands &amp; Work Environment
<ul>
<li>Primarily a desk-based role requiring extended computer use.</li>
<li>Occasional lifting of up to 25 lbs.</li>
<li>Moderate office noise level.</li>
<li>Travel may be required in the future but is not currently part of the role.</li>
</ul>
This role requires a proactive and client-focused professional who can navigate complex environments, foster long-term partnerships, and drive business growth.

<h3>Job Description</h3>
Job DescriptionSalary: $55-$60k 
Join Our Team and Make a Difference in the Multifamily Industry
We're seeking a talented and motivated Client Account Manager to join our growing team at Respage. This role is ideal for individuals in the PA, DE, NJ area who thrive in a fast-paced, remote environment.
What You'll Do:
<ul>
<li>Client Relationship Management: Serve as the primary point of contact for our diverse client base, building strong relationships and addressing their needs.</li>
<li>Account Strategy: Develop and execute tailored account strategies to drive client success and expansion.</li>
<li>Problem-Solving and Innovation: Proactively identify opportunities, address challenges, and troubleshoot issues to ensure client satisfaction.</li>
<li>Cross-Functional Collaboration: Work closely with our skilled teams to deliver comprehensive solutions that exceed client expectations.</li>
<li>Client Training and Onboarding: Utilize your tech-savvy skills to train and onboard clients, ensuring they effectively utilize our systems and products.</li>
<li>Client Success: Guide clients through trial periods, addressing their questions and concerns to secure long-term partnerships.</li>
<li>Data-Driven Insights: Analyze client data to identify trends and opportunities for improvement.</li>
<li>Troubleshooting: Effectively identify and resolve technical issues that may arise for clients.</li>
<li>Proactive Problem-Solving: Anticipate potential problems, conduct thorough research, and implement solutions to prevent issues from escalating.</li>
</ul>
What You'll Need:
<ul>
<li>Industry Experience: Previous experience in the multifamily property management industry is preferred.</li>
<li>Remote Work Proficiency: Proven ability to work independently and productively in a remote work environment.</li>
<li>Strong Work Ethic: A dedication to meeting deadlines, maintaining high-quality standards, and taking ownership of tasks.</li>
<li>Problem-Solving Skills: A knack for identifying issues, conducting thorough research, and implementing effective solutions.</li>
<li>Technical Savviness: Proficiency in SaaS technologies and a willingness to learn new systems.</li>
<li>Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and team members.</li>
<li>Organizational Skills: Strong organizational abilities, including time management, prioritization, and attention to detail.</li>
<li>Collaborative Mindset: Ability to work effectively with cross-functional teams to achieve shared goals.</li>
</ul>
Why Join Respage?
<ul>
<li>Rapid Growth: Be part of a company recognized as one of the Inc. 5000 Fastest Growing Private Companies in America.</li>
<li>Remote Work: Enjoy the flexibility of working from home.</li>
<li>Competitive Compensation: Receive a competitive salary, benefits package, and opportunities for career advancement.</li>
<li>Positive Culture: Work with a supportive and collaborative team.</li>
</ul>
Ready to take your career to the next level? Apply today and join our dynamic team at Respage!
 remote work

Client Account Manager

<h3>Job Description</h3>
Job DescriptionSalary: 56k Base Salary + Bonuses 
Why work for TimbukTech?
<ul>
<li> We have great clients who love working with us </li>
<li> Have fun working with a great team</li>
<li> A company where you can grow </li>
<li> The highest bonus structure in the market</li>
</ul>
What Makes Us Unique?
We are a small company who takes pride in helping businesses throughout our local communities. We strive to put the best technologies in place to help our clients succeed both today and into the future. We live our core values to help provide a high quality of service. Our clients love working with our team because they know and trust our technicians.
 
Typical Responsibilities:
Our Account Managers take ownership of clients' communications and technology needs, which means:
<ul>
<li>Be the voice of TimbukTech within the clients organization </li>
<li>Get to know each client and identify issues and/or growth opportunities</li>
<li>Work with client to build and implement technology replacement plans</li>
<li>Present solutions to clients to help them reach their goals</li>
<li>Attend local community and Chamber of Commerce events</li>
</ul>
Our Account Managers are expected to work as a team to develop best practices and ensure effective communication with our clients.
 
Required Skills:
<ul>
<li>Strong interpersonal skills and a positive attitude: Our clients call us when they're at their worst, and your colleagues may be reaching out to you for help when they're under pressure.</li>
<li>Ability to change tasks rapidly: As a service business, we expect the unexpected to disrupt our plans</li>
<li>Ability to stay organized and follow through to completion, with a high level of accuracy</li>
<li>A willingness and ability to learn new applications and skills</li>
</ul>
Also, the ideal candidate will not settle for the status quo. After learning how we operate, this person should challenge us to find new and effective ways of serving our clients and team, and be willing to help implement those ideas.
 
Preferred Experience:
<ul>
<li>2-5+ years of experience of Account Management</li>
<li>Experience with CRM Software (Salesforce, HubSpot, etc.) for tracking of client communications</li>
<li>Strong communication and relationship building skills.</li>
</ul>
Pay
Pay: $56,000.00 Annual Base Salary + Bonuses
 
Benefits:
<ul>
<li> Retirement Plan w/ Company Matching</li>
<li> Medical Insurance</li>
<li> Dental insurance</li>
<li> Vision Insurance</li>
<li> Life Insurance</li>
<li> Paid time off</li>
<li> Professional development assistance</li>
<li> Quarterly Bonus pay</li>
</ul>

<h3>Job Description</h3>
Job DescriptionSalary: $50-70K 
Overview:
<ul>
<li>Location:Provo/Orem,UtahArea</li>
<li>Status:Full-time,100%onsite</li>
<li>Schedule:MondaythroughFridayfrom8:25a.m.to5:00p.m.</li>
<li>Compensation:$50-70k+generousbenefits</li>
</ul>
About McCullough: We are
thegoldenstandardforprivatewealthandestateplanning.Weareexpertsatcraftingcustom-tailoredsolutionsdesignedtoaddresstheuniquecomplexitiesofassetsandpersonalfamilydynamics.Weprovideexceptionalcare.Attentiontoeverydetailofourclientsneedsisourhighestpriority.Westrivetoprotectthevalueofeachclientsestateandensurethatlegaciesliveonforgenerations.
Wearenotforeveryone,butwhatwedomatterstoeveryone.Thosewhochooseuschoosetobeapartofsomethingbiggerthanthemselves.Thepeoplewhowillthriveherearepeoplewhowanttoserveothersatthehighestlevel.Theywantmoreoutofajobthansimplyclockinginandclockingout.Theywanttobeapartofacausethatbuildsupthepeoplearoundthem,includingclients,teammembers,andthemselves.Wedemandthebestbecausetheteam,thelaw,andtheclientdemandanddeservethebest.And,ifwedoitright,thenwewillbuildsomethingthatoutlastsallofus.
As a Client Services Manager
youareenergizedbytakingcareofclientsandhaveapassionforpeople.Withsharpattentiontodetailandstronginterpersonalskills,youplayakeypartinbuildingtrustedrelationshipswithclients,thirdpartyadvisors,andteammembers.Youareconstantlycollaboratingwiththeteam,helpingclientsnavigatetheintricaciesofestateplanning,estateadministration,andbusinesslaw,andrisingtothechallengeofthefast-pacedlegalservicesworld.Youareaconnectionbetweentheattorney,clients,clientservices,andprojectmanagers.
Your Day-to-Day May Involve
<ul>
<li>Workingdirectlywithattorneys,clientservices,andprojectmanagementteamstoensurebestrecommendationsaremadeandfulfilled</li>
<li>Providingaconsistentclientexperienceinaloyal,meticulous,gracious,andhonorablemanner</li>
<li>Developingstrongandtrustedrelationshipswithclientsandadvisorsthroughtimelyandaccuratecommunications</li>
</ul>
You will Find Success Here if
youexisttobeahumbleperfectionist;detail-loving,energized-by-workbigthinker;teamplayerwhoseesproblemsasopportunities;andisarelentless,never-satisfiedimprover...
OurInvestmentinYour'Becoming'beginswith
yourgrowthanddevelopment:
<ul>
<li>Approximately900hoursofprofessional,rolespecifictrainingwithinyourfirst9months.</li>
<li>LifelongLearningCenter</li>
<li>Coursesofferedcoverarangeoftopics,includingemotionalresilienceandself-awareness,leadership,communication,teamwork,confidence,bigpicturethinking,problemsolving,criticalthinking,accountability,professionalism,goalsetting,workmanagement,efficiency,businessplanning,estateplanning,assettypes,legalservices,QSBS,Excel,rulesofprofessionalconduct,professionalwriting,howtoreadlegaldocuments,recognizingandsellingvalue,teachingandtrainingskills.</li>
<li>Approximately$20,000inannuallifelonglearninganddevelopment</li>
</ul>
yourwork-lifesynergy:
<ul>
<li>16PaidHolidays</li>
<li>GenerousPTO</li>
</ul>
yourhealthandwellness:
<ul>
<li>Health,dental,visioninsurance,andlifeinsurancewithgenerouspremiumcoverage</li>
<li>VASAGymMembershipreimbursement</li>
<li>EmployeeAssistanceProgram</li>
</ul>
yourinvestmentinyourcurrentandfuturefinancialsuccess:
<ul>
<li>401(k)matchedupto6%</li>
<li>$50-70k DOE</li>
</ul>

Client Services Manager

<h3>Job Description</h3>
Job DescriptionSalary: $27 - 45 
FUSE3 is a Managed Service Provider in the Sacramento region. We pride ourselves on solving problems for small to mid-size businesses. We are always accepting resumes and inquiries from dedicated people who want to work in a fast-paced industry for a company with a family culture.
 
Client Success Manager
 
The Client Success Manager will ensure that our clients are getting the full value out of their investment in FUSE3 and help provide the highest level of quality service through managing client expectations. The CSM is also responsible for driving additional revenue and profit through upselling products and services to existing and new clients.
 
Basic Functions:
<ul>
<li> Develop strong relationships with key personnel at targeted managed accounts to create a technology roadmap</li>
<li> Meet with clients in person and by phone to develop profitable opportunities</li>
<li> Schedule and follow the FUSE3 QBR/vCIO process</li>
<li> Troubleshoot and Quality Assure the Client experience for all Clients</li>
<li> Attend events as directed to promote the brand and value proposition of FUSE3 to Clients and prospects</li>
<li> Work closely with the Business Development Rep to establish a Sales CSM culture for optimizing long-term Client relationships</li>
<li> Work closely with the Business Development Rep to manage the transition of new Clients to account management as needed</li>
<li>Work closely with the client's team lead for needs review and solution design</li>
<li> Participate with FUSE3 management in the creation and implementation of detailed strategic and tactical initiatives to optimize the impact of the CSM role</li>
<li> Communication with clients, keeping them informed of incident progress, notifying them of impending changes, or agreed on outages</li>
<li> Work with vendors/partners as needed to resolve client issues</li>
<li> Maintain all aspects of the opportunity pipeline and deliver quotes and close sales on a timely basis</li>
<li>Document all client issues, meeting discussions and requests/concerns, and develop a plan to address until the client is satisfied that their issues have been successfully addressed</li>
</ul>
 
Additional Duties and Responsibilities:
<ul>
<li>Maintain a high level of client satisfaction</li>
<li>Work in a team and communicate effectively</li>
<li> Manage clients licensing and inventory</li>
<li> Develop in-depth knowledge of the service catalog and how it relates to customers needs</li>
<li>Address and help resolve and service issues that may arise</li>
<li>Business awareness: specific knowledge of the customer and how IT relates to their business strategy and goals</li>
<li>Regularly document processes and procedures related to duties and responsibilities</li>
<li>Responsible for entering time and expenses in ConnectWise as they occur</li>
<li>Maintain certifications required for the position</li>
</ul>
 
Qualification:
<ul>
<li>Interpersonal skills: such as telephony skills, communication skills, active listening, and customer care</li>
<li>Comfortably discuss technical issues and offer suggested solutions</li>
<li>Ability to multi-task and adapt to changes quickly</li>
<li>Ability to de-escalate the situation</li>
<li>Understanding of support tools, techniques, and how technology is used to provide IT services</li>
<li>Typing skills to ensure quick and accurate entry of service request details</li>
<li>Self-motivated with the ability to work in a fast-moving environment</li>
<li>Managed Service Provider experience is highly desired </li>
</ul>
 
The statements above are intended to describe the general nature and level of work being performed by people assigned to this job. Other duties may be assigned as needed.
 
We offer competitive compensation including medical, dental, vision, PTO, 401k, etc. If you feel you possess the traits listed above reply to this post.

<h3>Job Description</h3>
Job DescriptionSalary: $85k - $100k 
Were Social Mobile, one of the fastest growing technology companies in Florida. As a mobility solutions provider, we offer services critical to organizations that are looking to bring to market innovative mobile products. In laymans terms, you ask? Well, we design, engineer, and manufacture unique mobile solutions that enable some of the most interesting companies in the world (some of which you likely use regularly) to bring smart solutions to market quickly and efficiently, and then we deploy and support these large-scale fleets of devices to make our clients business operations even easier
Our clients come from diverse industries, many of which form the cornerstones of our modern society, including healthcare, retail, defense and food delivery. So, in a sense, working at Social Mobile means youll be helping to enhance and streamline the functioning of our everyday lives.
Still reading? Well, heres what WERE looking for. The ideal Social Mobile employee is someone who is accountable, can work independently or as part of a team, and has an interest in propelling innovative technology into the broader ecosystem. Were looking for team members that will speak their mind, accept feedback, and continue to drive our growth.
If you think you fit the bill, and youre curious to hear more, wed love to see your application
We are seeking a skilled and experienced Client Success Manager to join our team! The Client Success Manager will be responsible for fostering strong, value-driven relationships with clients, driving loyalty, and ensuring client retention. Collaborating cross-functionally with our Sales, Product, Logistics, and Professional Services teams to deliver a seamless and exceptional client experience, you will directly oversee the retention and overall satisfaction of our enterprise clients.
Responsibilities:
<ul>
<li>Client Retention
<ul>
<li>Directly oversee the retention of large enterprise clients, ensuring satisfaction, adoption, and value realization.</li>
<li>Collaborate cross-functionally with Sales, Product, and Support, to optimize enterprise client outcomes.</li>
<li>Function as an executive sponsor and internal advocate for escalations related to enterprise clients, ensuring swift resolution of complex issues.</li>
</ul>
</li>
</ul>
<ul>
<li>Project and Change Management
<ul>
<li>Define project scope and create schedules that ensure timely delivery of project milestones.</li>
<li>Develop risk mitigation strategies, monitor risk factors throughout product deployment, and implement contingency plans as needed. </li>
<li>Work with client project teams and various stakeholders during all project phases. </li>
<li>Create schedule and project timeline identifying goals, hold project meetings, and present status updates to stakeholders. </li>
<li>Document, evaluate, and assess project results and presenting to management and clients. Documentation includes final status on schedule, overall outcome of project, lessons learned.</li>
<li>Monitor project progress and ensure deadlines are met and schedules are adhered to.</li>
<li>Understand clients setup, workflows, goals, and how they use products or services.</li>
<li>Maintain and update the issue tracker(s) with detailed information from clients and internal stakeholders.</li>
<li>Develop strategies to address potential challenge related to product alignment, support expectations, and overall client experience.</li>
</ul>
</li>
</ul>
<ul>
<li>Operational Efficiency and Strategic Oversight
<ul>
<li>Improve and optimize client onboarding experience.</li>
<li>Lead strategic initiatives such as major product implementations and migrations.</li>
<li>Collaborate with internal stakeholders to ensure alignment on enterprise client needs and provide input into broader CX strategies.</li>
<li>Enhance the client lifecycle management process by implementing robust systems for product requests, tracking, and reporting on both new and existing product capabilities.</li>
</ul>
</li>
</ul>
<ul>
<li>Metrics and Performance
<ul>
<li>Monitor and drive key performance indicators (KPIs) including client satisfaction, product adoption, and retention rates.</li>
<li>Ensure stakeholders are informed of clients progress, manage expectations, and gather feedback continuously redefine deliverables.</li>
<li>Maintain an in-depth understanding of Social Mobiles product suite and client needs to tailor support and solutions for enterprise clients.</li>
<li>Fully own documentation creation and management, internally and client facing.</li>
</ul>
</li>
</ul>
<ul>
<li>Employees will be required to adhere to Social Mobiles information security policies and procedures.</li>
</ul>
Requirements:
<ul>
<li>Bachelors or Master's degree in Business, Computer Science, Information Systems or a related field.</li>
<li>PMP certification required</li>
<li>10+ years of experience in enterprise client success role</li>
<li>10+ years of project management experience</li>
<li>Experience with specific ERP systems (SAP, Oracle, Microsoft Dynamics Business Central)</li>
<li>Knowledge of Git for version control, familiarity with Epic for project management, understanding of milestone tracking</li>
<li>Familiarity with CRMS (PowerApps, Power BI, HubSpot)</li>
<li>Highly effective use of Microsoft Office suite</li>
<li>Proficiency in project management tools (Microsoft Project, Jira, GitLab)</li>
<li>Exceptional analytical and problem-solving skills.</li>
<li>Exceptional and clear communication skills.</li>
<li>Passion for working in a high-growth, entrepreneurial environment, with the ability to demonstrate personal commitment and drive to set and exceed high standards.</li>
<li>Excellent client relationship skills.</li>
<li>Ability to thrive in high-pressure environments and manage multiple priorities and deadlines effectively.</li>
<li>Understanding Enterprise Mobility Management (EMM/MDM) is a plus.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionSalary: $80,000+ 
Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial and tax planning to high net worth and corporate clients.
 
Our relationship managers develop a trusting relationship with the client, understand and convey client goals and objectives, while working with the Stevens Foster team to design effective options to meet client goals, and personally convey those options to our clients.
 
Required skills and experience:
<ul>
<li>Financial services/financial planning experience (3-5 years)</li>
<li>Strong understanding of areas of personal financial planning such as: investing, executive benefits, estate planning, retirement planning and individual income tax</li>
<li>Time management</li>
<li>Problem solving</li>
<li>Excellent written and interpersonal communication skills</li>
<li>Team player demonstrating integrity, hard work ethic, and high moral character</li>
<li>Must maintain a high level of confidentiality and sensitivity of information</li>
<li>Demonstrate interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries</li>
<li>Always maintain high ethical standards</li>
</ul>
 
Benefits:
<ul>
<li>Paid time off</li>
<li>Voluntary paid time off</li>
<li>401(k)</li>
<li>401(k) matching</li>
<li>Health insurance</li>
<li>Dental insurance</li>
<li>Vision insurance</li>
<li>Disability insurance (short term disability &amp; long term disability)</li>
<li>Health savings account</li>
<li>Flexible spending account</li>
<li>Dependent care flexible spending account</li>
<li>Life insurance</li>
<li>Parental leave</li>
</ul>
 
Schedule:
<ul>
<li>Monday to Friday</li>
<li>Hybrid opportunity after 6 months</li>
</ul>
 
Supplemental pay types:
<ul>
<li>Bonus opportunities</li>
</ul>

<h3>Job Description</h3>
Job DescriptionSalary: 
Position: Client Account Manager (CAM)
 
Organization: Client Account Manager (CAM)
 
Classification: Exempt
 
Reports to: Manager of Client AccountServices
 
Summary: The CAM is a customer facing support positionfocused on supporting the clients experience with the lifecycle of Client Account Management. This includes primary contact for the client for all services, project management, invoicing, inventory management, contract management, vendor management, provisioning, reporting, and business intelligence. The CAM is chartered with delivering a complete consulting solution associated with network cost reduction, cost avoidance, savings and ROI and therefore ensuring recurring client satisfaction. This is accomplished by making recommendations relating to the clients network infrastructure to streamline costs.
 
For entry-level candidates, the role will begin as part-time hourly during the training period. Once in the role for 3-6 months, the apprentice will be given the opportunity to move to the full-time Client Account Manager role if the training period is completed successfully.
 
For candidates that have prior telecommunications account management experience, we would consider to start full-time.
 
Levels: CAM, CAM II, Sr. CAM
 
Essential Functions and Qualifications:
 
<ul>
<li>Account Management in serving as an extension of a clients team</li>
<li>Presentation skills</li>
<li>Project management skills</li>
<li>Telecom Troubleshooting skills</li>
<li>Forensic analysis of telecom invoices inclusive of reviewing, auditing and validating correct contracted rates are in place</li>
<li>Basic knowledge of telecommunications services and networks (voice, data, mobile, unified communications)</li>
<li>Microsoft Office competency and fluency in Excel</li>
<li>Confidence in delivering in-person and web-meetings; including all levels/organizations within a client organization</li>
<li>Managing large volumes of data in excel and application databases</li>
<li>Navigating carrier portals (wireline/wireless)</li>
<li>Knowledge of and understanding of pricing and benchmarking of telecom services</li>
</ul>
 
Preferred Competencies:
 
<ul>
<li>General knowledge of the telecom industry</li>
<li>General knowledge of business finance</li>
<li>General knowledge of enterprise system integrations (i.e. AD/LDAP, SFTP, AP/GL/HR)</li>
<li>Reviewing, understanding, interpreting and managing carrier contracts</li>
<li>Understanding of SAAS structure, architecture, and security</li>
<li>C-Level presentation and interaction skills</li>
</ul>
 
Major Duties and Responsibilities:
 
<ul>
<li>Presenting to C-Level and Executive Level management teams</li>
<li>Provide constant external feedback to clients on savings opportunities and best practices</li>
<li>Complete monthly and/or quarterly customer account review (i.e. Performance &amp; Opportunities Review)</li>
<li>Provide timely, detailed and accurate reporting to external and internal audiences</li>
<li>Perform and share with assigned clients recurring (monthly) updates and status on account</li>
</ul>
 
Skills and Abilities
 
<ul>
<li>Ability to escalate effectively and manage vendors (both partners and non-partner vendors)</li>
<li>Ability to communicate effectively (verbal, written, email) with customers, peers, direct and senior management</li>
<li>Ability to diagnose, articulate, and provide solutions for clients technical issues</li>
<li>Ability to work as a facilitator on project plans implementations and installs/disconnects</li>
<li>Ability to leverage automation for efficiency and added customer benefit</li>
</ul>
 
Supervisory Responsibility: While there is not a formal responsibility for personnel management, this role will work closely with various members of internal peer and management organizations and will need to take various leadership roles, internally and externally. 
 
Work Environment: This position operates in a professional office environment.
 
Position Type and Expected Hours of Work: The role will begin as part-time hourly during the training period. Once in the role for 3-6 months, the apprentice will be given the opportunity to move to the full-time Client Account Manager role if the training period is completed successfully. Once in the full-time position, days and hours of work are Monday through Friday, from 9:00 a.m. to 6:00 p.m. or alternatively from 8:30 a.m. to 5:30 p.m. You will also be tasked to ensure that any after hour escalations relating to the client are addressed.
 
Travel: Some travel (locally or in the US) may be required to perform the critical functions of the job.
 
Required Education and Experience:
 
<ul>
<li>College Degree </li>
<li>1+ years in telecommunications and/or in the Telecom Management (TEM) and/or Managed Mobility Services (MMS) industries</li>
</ul>
 
Additional Eligibility Qualifications
 
<ul>
<li>Work Authorization/Security Clearance (if applicable)</li>
<li>Job contingent upon a background check</li>
</ul>
 
EEO Statement:It is our policy to provide equal employment opportunity to all individuals. We are committed to a diverse workforce. We value all employees talents and support an environment that is inclusive and respectful. We are strongly committed to this policy, and believe in the concept and spirit of the law.
 
Vatic s policy is to provide equal employment opportunity to qualified persons without regard to race, color, religion, sex, national origin, age, known mental and physical disabilities, or veteran status. Federal and state laws require this, and we believe equal employment opportunity is simply good business practice.

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