field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

city

state

<h3>Job Description</h3>
Job DescriptionJob Description: The Client Relationship Manager will report to the Director of Client Relationship Management and is responsible for working directly with designated Goal Solutions clients as the primary contact to manage the relationship, coordinate periodic meetings with each client including relevant internal subject matter experts, handle escalated items, identify new growth opportunities, and ensure client satisfaction. The Client Relationship Manager will have an in-depth understanding of the services divisions amongst the Goal company working cross-functionally interacting with operations leaders, program management and other departments, to respond quickly to and resolve client issues and concerns. This role will also be key in providing feedback to senior management to improve the overall client relationship and success of both organizations.&nbsp; Responsibilities: Client Support
<ul>
<li>Primary contact for the client: answer questions, provide assistance, align resources, and proactively communicate</li>
<li>Provide problem resolution: take the lead in identifying issues and finding mutually agreeable resolution for both the client and Goal Solutions</li>
<li>Track and manage client requests, clearly communicating expectations regarding various requests, priorities, timelines, and any associated costs</li>
<li>Liaison and advocate between client and operations to ensure mutual understanding of needs and enhancements</li>
<li>Regularly communicate key enhancements, system changes, downtime, etc. to clients</li>
<li>Manage special projects that involve client communication, decisions, and execution</li>
<li>Lead regularly scheduled client meetings, engaging appropriate internal stakeholders, managing agenda, notes and assignment of action items</li>
<li>Ensure program documentation is current for supported clients </li>
<li>Maintain a working knowledge of key clients active programs and key contract provisions</li>
<li>Other duties as assigned</li>
</ul>
Program Performance
<ul>
<li>Coordinate business reviews with clients and key internal business units&nbsp; </li>
<li>Facilitate client requests for changes or enhancements to existing programs and/or services</li>
<li>Follow established business requirements gathering process, internal evaluation, client sign off, and prioritization</li>
<li>Support system and evaluate actions needs based on ongoing client feedback</li>
<li>Identify opportunities for improvement and efficiency with client support and work closely with internal stakeholders to implement enhancements </li>
<li>Other duties as assigned</li>
</ul>
 Business Growth
<ul>
<li>Identify growth opportunities for clients who can benefit from a broad range of Goal Solutions services; collaborate with business development to execute on new opportunities</li>
<li>Coordinate with internal teams to implement new client programs and features that help grow the business and improve portfolio performance</li>
<li>Firm understanding of operations and systems utilized within Goal; ability to converse about and answer detailed questions from clients</li>
<li>Conduct live system demos and client portal training for existing clients showing various system features and functionality</li>
<li>Other duties as assigned&nbsp;&nbsp;&nbsp; </li>
</ul>
 Education &amp; Other Minimum Requirements
<ul>
<li>Bachelor’s degree in a relevant field of study</li>
<li>5+ years of relevant experience in client relationship management role</li>
<li>5+ years management/leadership experience in a loan servicing, collections, consumer operations or finance industry</li>
<li>Ability to interact comfortably on the phone and in person at the executive level</li>
<li>Exceptional written, verbal, and interpersonal communications skills</li>
<li>Proficient with Excel, Word, and PowerPoint</li>
<li>Solid grasp on data analysis and performance metrics</li>
<li>Organized individual who excels at problem solving and multi-tasking</li>
<li>Energetic self-starter with a track record of determination and willingness to go the extra mile</li>
<li>Adaptable and willing to learn new things with a keen eye for detail</li>
<li>Team player mentality with excellent collaboration skills</li>
<li>Occasional travel to our San Diego, CA office as well as travel to key clients</li>
</ul>
 Bonus points if you have:
<ul>
<li>An eagerness to learn and grow your leadership skills</li>
<li>A drive to succeed, a sense of urgency, and a passion for your work</li>
<li>An all-around team player attitude &nbsp;</li>
</ul>
Competitive pay with bonus, and a comprehensive benefits package that includes, but not limited to:
<ul>
<li>401(k) + company match up to 4%</li>
<li>Long Term Incentive program</li>
<li>Medical, dental, and vision coverage</li>
<li>Annual HSA contribution of $1,650</li>
<li>Life insurance, disability, and critical illness</li>
<li>Birthday holiday</li>
<li>2 floating Community Days</li>
<li>Free snacks and drinks in the office</li>
<li>Tuition reimbursement program</li>
<li>Generous PTO, including Paid Parental Leave </li>
<li>$2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day</li>
<li>Community funds, wellness funds, and more</li>
<li>401(k) + company match up to 4%</li>
</ul>
Learn more about our benefits by viewing our&nbsp;2025 Employee Benefits Brochure. Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise. Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management. Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has beennamed “Best Places to Work” by the San Diego Business Journal since 2015. The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
Equal Employment Opportunity
It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
Powered by JazzHR
9xttCMXkbV

Client Relationship Manager

<h3>Job Description</h3>
Job DescriptionSalary: 
Austin Benefits group is a leading employee benefits firm that provides benefit solutions to both private and publicly traded companies. We provide our clients with a highly responsive team to deliver unmatched service, education and smart benefit solutions.
 
Austin Benefits is currently looking for a new member to join our team as a full time Client Relationship Manager - Business Insurance.The Client Relationship Manager is responsible for building and maintaining strong relationships by providing the highest level of customer service and support to our clients. The Client Relationship Manager oversees a robust group listing. 
 
ESSENTIAL JOB FUNCTIONS 
<ul>
<li>Maintains effective service models to ensure long term client satisfaction and retention</li>
<li>Provide superior daily account management and support for the clients </li>
<li>Responsible for the client renewal process from start to finish </li>
<li>Cross selling to existing clients achieving year over year account revenue growth</li>
<li>Oversee the seamless transfer of client coverage from client/carrier/administrator/employees</li>
<li>Identify and resolve claims, billing and administrative issues that arise </li>
<li>Build and maintain excellent relationships with team mates, clients and vendors</li>
<li>Maintain the agency management system to ensure data is up to date and accurate </li>
<li>Expand knowledge in health care compliance </li>
<li>Expand knowledge in industry and products </li>
<li>Perform in-person and virtual benefits learning sessions for our clients </li>
<li>Create customized service plans to address clients needs </li>
<li>Schedule regular meetings and check ins with our clients to ensure they are satisfied </li>
<li>Participate in events, seminars and other out of office development and networking opportunities </li>
<li>Assists Analytics and Client Support team as needed</li>
<li>All other duties as assigned.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
<ul>
<li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li>
</ul>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
<ul>
<li>Must possess one or more of the following:</li>
<ul>
<li>Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li>
</ul>
<li>Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li>
</ul>
PREFERRED QUALIFICATIONS (NICE TO HAVE):
<ul>
<li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1435888

Client Manager

<h3>Job Description</h3>
Job Description
About the Role
This position is responsible for building and maintaining strong, consultative relationships with business clients. The role serves as the main liaison between clients and our organization, ensuring that their needs are met and that doing business with us is seamless. The position works closely with senior business leaders—often C-level executives—to understand their goals, challenges, and technology requirements.
By developing a deep understanding of each client’s business and IT environment, this role helps design and implement strategic technology solutions that reduce risk, support growth, and align with industry best practices. Through these partnerships, the position plays a key role in helping clients achieve their business objectives and maintain operational excellence.
Key Responsibilities
<ul>
<li>Build and maintain trusted relationships with client decision-makers</li>
<li>Develop business profiles outlining goals, IT strategy, and how our services support those objectives</li>
<li>Collaborate with technical and alignment teams to design and execute technology roadmaps</li>
<li>Identify and recommend technology solutions that drive business growth and reduce risk</li>
<li>Conduct quarterly business reviews and create reports summarizing technology alignment, progress, and future recommendations</li>
<li>Develop long-term IT strategies, budgets, and plans to ensure clients stay aligned with evolving technology standards</li>
<li>Coordinate with internal teams to ensure seamless service delivery and client satisfaction</li>
<li>Seek opportunities to expand the range of services provided to clients through consultative recommendations</li>
<li>Prepare and deliver proposals, forecasts, and contract renewals</li>
<li>Monitor and analyze client feedback to drive improvements in service and delivery</li>
<li>Maintain accurate client information and documentation in the company’s CRM system</li>
<li>Stay informed about emerging technology trends and their potential impact on clients</li>
</ul>
What You Bring
<ul>
<li>Strong relationship-building and communication skills</li>
<li>Ability to understand business operations and translate them into effective technology strategies</li>
<li>Experience working with or advising executive-level stakeholders</li>
<li>A proactive, consultative approach to identifying and solving business challenges through technology</li>
<li>Strong organizational skills and attention to detail</li>
<li>Interest in continuous learning and staying up to date with IT trends</li>
</ul>
Equal Opportunity
We are an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination or harassment of any kind, without regard to race, color, religion, age, sex, national origin, disability, marital status, genetics, protected veteran status, sexual orientation, gender identity, or any other non-merit factor.

<h3>Job Description</h3>
Job Description
Are you passionate about building and supporting strong client relationships in a fast-paced Chicago law firm? Join our team as its Client Relationship Manager, and you will be at the forefront of ensuring exceptional service and communication between our firm and our valued clients. Your role will involve proactively engaging with clients to understand their needs, coordinating with our legal team to deliver unparalleled legal services, and maintaining a high level of client satisfaction. We offer a collaborative work environment where your expertise in client management will make a significant impact on our firm's success.
 
Full-time employees receive benefits, including paid holidays, paid vacation, Health, Dental, Vision, and Life insurance, as well as a 401(k) retirement plan.
 
The compensation range for this position is $70,000 - $80,000, plus bonus potential. Compensation will be commensurate with the candidate’s qualifications and relevant experience.
Compensation:
$70,000 - $80,000 yearly
Responsibilities:
<ul>
<li>Build and maintain strong relationships with clients to understand their needs and provide excellent customer service.</li>
<li>Develop and implement strategies to enhance client retention and satisfaction.</li>
<li>Work with a team of collection specialists, supporting staff compliance and optimum recovery strategies for all accounts.</li>
<li>Respond to client inquiries, negotiate payment arrangements, resolve accounts if necessary.</li>
<li>Monitor client cases and proactively address any issues or concerns to ensure client satisfaction and trust.</li>
</ul>
Qualifications:
<ul>
<li>3+ years of experience in client relationship management.</li>
<li>Excellent communication skills - verbal and written.</li>
<li>Strong interpersonal skills for building rapport with clients.</li>
<li>Ability to work flexible hours.</li>
<li>Proficiency in Spanish is a plus.</li>
</ul>
About Company 
Chicago law firm

<h3>Job Description</h3>
Job Description 
Job description:
Summary
The Client Care Manager is responsible for developing and maintaining relationships with clients, caregiver/Direct Support Professional (DSP), support coordinators and referral sources. CCM is responsible to managing client’s services from start of care to discharge. This includes staffing, scheduling, supervision of field staff to meet the client’s needs, client progress notes, maintaining, ollowing and updating client authorizations. Strong communication, problem-solving skills and making the proper client-caregiver/DSP match are necessary for long-term services with JCAH. The Client Care Manager will drive growth through client and employee satisfaction. The Client Care Manager reports to the Director of Client Care.
Responsibilities:
Leadership
<ul>
<li>Supervise a team of DSPs on a daily basis.</li>
<li>Conduct 90-day and annual performance reviews assessing caregiver’s achievements, compliance, and overall performance.</li>
<li>Collaborate with Associate Director/ Area Director and Human Resources on coaching and disciplinary action process, as needed.</li>
<li>Assess DSP potential for a pay increase and complete an ECNF as needed.</li>
<li>Review and approve DSP mileage log and expense reports.</li>
<li>Complete client progress notes quarterly.</li>
</ul>
Strategy &amp; Management
<ul>
<li>Collaborate with the recruitment team in the hiring of potential DSP candidates.</li>
<li>Collaborate with the recruitment team to fill areas of Office need for client services, through use of the Open Board and other tools as needed.</li>
<li>Collaborate with the Health and Education Department to assess DSP abilities and client needs, according to the level, plan of care and ISP.</li>
<li>Access and monitor client Individual Support Plan (ISP) and Authorizations through HCSIS.</li>
<li>Collaborate with payroll department and Patient Navigator to monitor eligibility, authorizations, and utilization to ensure maximum service delivery.</li>
<li>Communicate with client if/when any disruption in service occurs. Address all authorization/eligibility issues same day as notified.</li>
<li>Ensure that all Clients receive 100% service utilization, and if not possible provide documentation and timely communication to Supports Coordinator and Managed Care Organizations.</li>
<li>Ensure all Clients have coverage that is aligned with scheduled authorized services as per ISP.</li>
<li>Reconcile and complete dashboard and pre-billing duties daily and timely for weekly payroll processing.</li>
<li>Ensure EVV and timesheet compliance, discuss discrepancies with client and caregiver/DSP, and ensure that documentation received is correct, complete and on a timely basis.</li>
<li>Monitor individual caseload metrics, overtime, gross margin, and EVV utilization.</li>
<li>Monitor POC/ISP compliance. Assure that POC is uploaded and linked to master week. Review with caregivers that POC/ISP tasks are documented at time of clock-out.</li>
<li>Manage billing and pay rates within approved limits.</li>
<li>Ensure master week/schedule is up to date and any changes made are reflected in a timely manner.</li>
<li>Closely monitor approved care schedules and work with Health and Education Team to ensure Clients needs are met.</li>
<li>Create and maintain accurate and up to date Client and DSP records in the HHAeXchange electronic database system, as well as hard copy files as specified.</li>
<li>Document all client and caregiver/DSP communications in HHAeXchange database.</li>
<li>Serve as a liaison with the Area Agencies on Aging, Service Coordination Agencies, and Managed Care Organizations.</li>
<li>Create opportunities for new business and to grow Client caseload. Collaborate with business development team.</li>
</ul>
Quality Assurance
<ul>
<li>Complete client visits and ISP revisions in a consistent manner in accordance with JCAH policies and procedures.</li>
<li>Review ISP and POC with each DSP prior to working with client.</li>
<li>Monitor and report on the quality of care of Clients through the documentation of scheduled and unscheduled in-home supervisory visits and conducting customer satisfaction calls.</li>
<li>Document and properly follow-up with all Client and/or DSP complaints.</li>
<li>Complete Incident Report form within 24-hour notice of incident to the JCAH Compliance Department.</li>
<li>Collaborate with the Compliance and/or HR Departments for incident investigations.</li>
<li>Complete client Quarterly Progress Reports and submit to Supports Coordinator.</li>
</ul>
Additional Duties
<ul>
<li>Perform On-Call duties as back up On-Call Representative, on a rotating schedule, as needed.</li>
<li>Serve as a back-up for other Client Care Managers when they are out of the office, as needed.</li>
<li>Assist with new hire orientation, OPD new hire orientation and annual DSP ODP trainings, as needed.</li>
<li>Adhere to JCAH policies and procedures, as well as all applicable standards of care and governmental laws and regulations.</li>
<li>Adhere to all compliance practices and standards as well as all applicable standards of care and governmental laws and regulations.</li>
<li>Perform additional relevant duties as assigned.</li>
</ul>
Job Type: Full-time
Benefits:
<ul>
<li>Dental insurance</li>
<li>Employee discount</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Health savings account</li>
<li>Life insurance</li>
<li>Paid time off</li>
<li>Retirement plan</li>
<li>Tuition reimbursement</li>
<li>Vision insurance</li>
</ul>
Education:
<ul>
<li>Bachelor's (Preferred)</li>
</ul>
Experience:
<ul>
<li>Home care: 2 years (Preferred)</li>
</ul>
Work Location: Hybrid remote in Pittsburgh, PA 15217

Client Case Manager

<h3>Job Description</h3>
Job DescriptionDescription:
The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects and take initiative on tasks.
 
Position Responsibilities and Essential Functions
<ul>
<li>Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.</li>
<li>Displays exemplary client service skills and mindset operating with a high degree of accuracy, attention to detail, organizational skills, and follow-through.</li>
<li>Displays deep industry knowledge in assisting clients.</li>
<li>Follows strict adherence to all CSP compliance policies, procedures, and standards.</li>
<li>Maintains client files &amp; profiles in the contact management system.</li>
<li>Leads account opening, money movements, account transfers, wires &amp; all account maintenance &amp; documentation.</li>
<li>Enters data &amp; builds client profile in eMoney. </li>
<li>Prepares daily &amp; weekly transaction ledgers.</li>
<li>Handles alerts and action items from platforms.</li>
<li>Regularly prioritizes and manages time-sensitive tasks.</li>
<li>Masters custodial, portfolio management, and customer relationship management software and platforms.</li>
<li>Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.</li>
<li>Manages meeting logistics, materials &amp; presentations.</li>
<li>Assists with formulation of policies and procedures for opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.</li>
<li>Performs various administrative functions for the office: answering and directing phone calls, managing incoming and outgoing mail &amp; packages, ordering supplies, &amp; maintaining office equipment.</li>
<li>Assists Financial Advisors, Branch Office Manager, or Regional Manager with client or office events &amp; initiatives. </li>
<li>Maintains regular and reliable attendance.</li>
</ul>
Requirements:
Professional Experience
<ul>
<li>Series 7 required</li>
<li>5+ years of wealth management experience</li>
<li>Prior professional experience preferred.</li>
<li>Experience in a similar role within the financial services industry preferred.</li>
<li>Bachelor’s degree or Associate’s degree required.</li>
<li>Experience with custodial and client relationship management systems preferred.</li>
<li>Knowledge of eMoney software preferred.</li>
</ul>
Personal Attributes
<ul>
<li>Excellent written and verbal communication skills to interface with clients, employees and vendors.</li>
<li>Unquestionable integrity and good judgment.</li>
<li>Strong client orientation and customer service skills.</li>
<li>Ability to organize and prioritize work with attention to detail. </li>
<li>Collaborative team player with positive attitude.</li>
<li>Ability to learn new processes quickly, take initiative, and multi-task with little supervision.</li>
<li>Proficiency with Microsoft Office Products – Power Point, Excel, Word, Outlook.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionDescription:
Responsible for the day-to-day account management for routinely/moderately complex client accounts for large group department 51+ fully insured and self-funded. Manages the assigned book of business and builds, expands, and solidifies relationships with existing clients.
Objectives
· Manage client processes accurately and timely: RFP, Client Set-Up, Closing Process
· Complete compliance reviews accurately and timely
· Communicate to clients consistently and pro-actively
· Attend at least one training/seminar/workshop per quarter
Essential Functions
<ol>
<li>Day to day contact for client for service needs; provide administrative support to an assigned block of clients. Must have a Life and Health license.</li>
<li>Manage client set-up, renewals, run open enrollment meetings and client meetings as needed.</li>
<li>Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the Capital Services recommendations.</li>
<li>Resolve the most complex customer service problems directly; escalate client concerns when appropriate including claims.</li>
<li>Take the lead on overall compliance for the client to include annual compliance review and overall, Health and Welfare plan compliance. </li>
<li>Maintain data integrity and quality with any applicable software on a timely basis.</li>
<li>Coordinate employee communications for enrollment.</li>
<li>Establish and preserve a solid business rapport with clients and vendors.</li>
<li>Educate clients on applicable legislation and market trends.</li>
<li>Contract review and negotiations.</li>
<li>Provide Vendor Management support for client.</li>
<li>Prepare client utilization reports for review with client.</li>
<li>Manage and update client’s benefit portals.</li>
<li>Generate client interest in additional lines of coverage and cross selling opportunities</li>
<li>Participate in workshops, seminars, certifications, software/hardware updates, and/or health &amp; welfare coursework to ensure highest level of industry knowledge. Other duties as assigned.</li>
</ol>
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand; walk; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Requirements:
Position Type/Expected Hours of Work
This is a full-time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. This position requires long hours and some weekend work.
Travel
Travel is a requirement of this position and may involve out-of-area and overnight travel.
Required Education and Experience
1. Bachelor’s Degree or higher in Management, Business, or related field, with a minimum of 7-10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; or a combination of education and experience.
2. Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
3. Must maintain Life/Health Producer license.
4. Must possess excellent problem-solving and analytical skills and be able to translate business and technical requirements into workable solutions.
5. Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team.
6. Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets.
7. Must possess the ability to work effectively as an individual and part of a team.

<h3>Job Description</h3>
Job DescriptionJob Description 
Ingram Content Group (ICG)&nbsp;is hiring a Manager, Client Relations&nbsp;to join our team in&nbsp;New York. TheManager, Client Relations works with Two Rivers leadership to facilitate the day-to-day operations of the Client Relations team and implement brand strategy. They will also manage the relationship with an assigned subset of client publishers, oversee brand marketing initiatives and Two Rivers client communication.
Ingram Content Group (“Ingram”)&nbsp;connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries, and educators, Ingram makes these services seamless and accessible through technology, innovation, and creativity. With an expansive global network of offices and facilities, Ingram’s services include digital and physical book distribution, print-on-demand, and digital learning.
The world is reading, and it is our goal to connect as many people to the content they want in the simplest ways.&nbsp;If you share that passion, enjoy working in a fast-paced environment and want to contribute to a strategic part of the business that is evolving and expanding, we can’t wait to meet you!
Required Qualifications:
<ul>
<li>Bachelor’s Degree</li>
<li>6 years of client management/relations experience and/or relevant publishing experience.</li>
<li>1 year of supervisory or project coordination experience</li>
</ul>
Key Responsibilities:
<ul>
<li>Oversees brand and publisher level client communications including the brand newsletter.</li>
<li>Serves as a liaison and advocate between assigned client publishers and the Ingram organization including formal and informal communications, inventory planning and management, Ingram Content Group activity relating to the publisher.</li>
<li>Evaluates client expectations, Ingram’s ability to meet those expectations and forms strong interactions with all levels within the publisher.</li>
<li>Provides guidance on clients’ publishing programs and individual titles.</li>
<li>Interacts with IPS sales team on commercial outreach and sales projections on a regular basis.</li>
<li>Partners with the IPS Sales and ICG Trade Show &amp; Events teams to design and manage semi-annual sales conferences for client publishers as well as other client events.</li>
<li>Manages the day-to-day activities of the Two Rivers Client Relations Coordinator and Office Administration team, including on-going training, mentoring, and education to ensure their professional growth.</li>
<li>Educates clients on ICG service offerings including Metadata and Marketing, Lightning Source, and digital sales, and best usage of these programs tailored to client needs.</li>
<li>Manages seasonal deadlines, Edelweiss cataloging, client publicity update process, and maintenance of up-to-date business materials.</li>
<li>Collaborates with the Senior Manager, Client Relations on brand marketing strategy, including website development and brand presence at select trade shows.</li>
</ul>
Hiring Salary Range:&nbsp;$87,475k -&nbsp;$110,601k. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to:&nbsp; the applicant’s education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.
Additional Information 
Perks/Benefits:
<ul>
<li>A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.
<ul>
<li>15 vacation days &amp; 12 sick days accrued annually and 3 personal days</li>
<li>401K match, Life and AD&amp;D, Employee Assistance&nbsp;programs, Group Legal, &amp; more</li>
</ul>
</li>
<li>Encouraged continued education with our tuition reimbursement program</li>
<li>Financial and in-kind opportunities to engage with non-profits in your community
<ul>
<li>Company match program for United Way donations</li>
<li>Volunteer opportunities and in-kind drives for non-profits throughout the year</li>
</ul>
</li>
<li>Casual Dress Code</li>
</ul>
Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd.&nbsp;
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.
<ul>
<li>EOE-Race/Gender/Veterans/Disabled</li>
<li>We participate in EVerify</li>
<li>EEO Poster in English</li>
<li>EEO Poster in Spanish</li>
</ul>

Manager, Client Relations

<h3>Job Description</h3>
Job Description
Steer offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about marketing and customer retention.
Steer began as an online directory for drivers to find a local mechanic. Fast forward to today, Steer has launched a complete Customer Relationship Management (CRM) marketing suite, complete with text messaging, email automation, direct mail integration, reputation management, appointment reminders, declined/recommended services, and many other features. We are always innovating and we are proud to be a leader in the automotive repair industry. In August 2024 Steer acquired AutoOps - the leader in modern, intelligent, and fully integrated scheduling software for auto repair shops. AutoOps allows customers to smoothly schedule through a shop's website and Google Business Profile. 
About The Role
Steer is looking for a Client Success Manager to serve as a trusted advisor for building relationships, driving product adoption, and empowering our customers to fulfill their goals. You will be a subject-matter expert on the Steer platform and provide a unique level of consultation and inspiration to our customers. This role will be part of our energetic, empathetic and passionate Customer Success team. We are looking for a Client Success Manager who enjoys collaboration, taking on new challenges at a growing startup, and driving value for our customers.
This role is 100% remote for US-based candidates. Compensation is between $60-75k plus a 15% bonus annually.
You Will
<ul>
<li>Build strong relationships with our single-shop customers to understand their needs and ensure their success with Steer.</li>
<li>Build, own, and execute customer success and engagement plans.</li>
<li>Own the commercial goals of retention and revenue expansion.</li>
<li>Spearhead internal, cross-functional improvement projects.</li>
<li>Represent the voice of the customer, and influence the product development roadmap.</li>
<li>Empower customers to connect their goals and challenges with the solution in Steer.</li>
<li>Leverage behavioral data with Pendo to segment your book of business and develop communication strategies driving the greatest impact at scale.</li>
<li>Lead online webinars, consultations, and one-on-one demos to educate customers on the features of our product.</li>
<li>Serve as the main point of contact and liaison between clients and the rest of the Steer team.</li>
<li>Maintain regular communication with clients to ensure they are maximizing the full potential of Steer's offerings.</li>
</ul>
You Have
Must Have:
<ul>
<li>3+ years of B2B SaaS customer success, account management or consulting experience working with accounts of varying size and complexity.</li>
<li>Proven ability to influence and shift customer perspectives to drive change through feature and product usage.</li>
<li>Prior experience teaching technical information to a non-technical audience.</li>
<li>Strong customer-facing and presentation skills with the ability to establish credibility with business owners.</li>
<li>Positive attitude, empathy, and high energy.</li>
<li>Superb written and verbal communication skills</li>
<li>Ability to take initiative and adapt.</li>
<li>BA/ BS degree or equivalent experience.</li>
</ul>
Nice to Have:
<ul>
<li>Experience in a customer success role at a startup.</li>
<li>Experience with a MarTech product or selling directly to marketing teams.</li>
<li>Experience working in the automotive tech industry.</li>
<li>Experience working at a CRM company.</li>
</ul>
Interview Process
<ol>
<li>Initial Screen - 30min</li>
<li>Hiring Manager Interview - 45min</li>
<li>Career Journey Interview - 60min</li>
<li>Case Study + Presentation - 60min</li>
<li>Reference Checks</li>
</ol>
We Offer
<ul>
<li>100% remote</li>
<li>100% employer paid medical insurance</li>
<li>Flexible PTO with 15 days minimum</li>
<li>Generous Parental Leave</li>
<li>401k</li>
<li>Learning Stipend</li>
<li>WFH Equipment</li>
<li>Chance to work with the latest technology</li>
<li>A collaborative and innovative work culture</li>
<li>Opportunities for career growth and development</li>
</ul>
Why Join Steer? At Steer, we align our mission of transforming the auto repair experience for shop owners and their customers with your passion for growth, innovation, and excellence. 
Here, you'll find opportunities to expand your skills, take on career-shaping challenges, and contribute to the future of the auto repair industry, all while enjoying comprehensive benefits and flexible work arrangements to support your well-being.
Join Steer to be part of a forward-thinking, flexible, and collaborative culture where you are empowered to do meaningful and impactful work. We value diversity and believe that forming teams in which everyone can be their authentic self is key to our success. We welcome applications from those with diverse backgrounds and industries.
Our hiring process looks beyond just credentials. The school you went to at 18 doesn't define your potential to thrive and enrich our culture. Even if you don't meet every requirement, we invite you to apply.

209,907 client-manager Jobs