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city

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<h3>Job Description</h3>
Job Description
Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 17 regional offices, 900 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?
We are currently hiring for our Louisville, KY office location!

&nbsp;Job Title: Client Manager

Department: Accounting Services 
Reports To: Accounting Manager
Employment Type: Full-time
Work Location:&nbsp;In person

Job Summary: The Client Manager is responsible for managing client relationships and ensuring the delivery of high-quality accounting and advisory services. This role requires understanding client needs, coordinating with the firm’s internal teams, and developing strategies to enhance client satisfaction. The Client Manager will act as a trusted advisor, providing insights and solutions that align with clients' business objectives.

Key Responsibilities:

<ul>
<li>
Quality Assurance and Compliance:
<ul>
<li>
Ensure compliance with accounting standards, regulatory requirements, and internal policies.
</li>
<li>
Oversee the quality and accuracy of work produced before distributing to clients.
</li>
<li>
Conduct regular audits and reviews of client accounts and deliverables.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Client Relationship Management:
<ul>
<li>
Develop and maintain strong, long-term relationships with clients.
</li>
<li>
Act as the primary point of contact and liaison between clients and the firm’s internal teams.
</li>
<li>
Conduct regular meetings and check-ins with clients to review services, performance, and future needs.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Account Oversight:
<ul>
<li>
Manage client accounts to ensure the timely and successful delivery of solutions according to client needs and objectives.
</li>
<li>
Coordinate with accounting, audit, and tax teams to ensure client expectations are met or exceeded.
</li>
<li>
Monitor account performance and develop strategies for account growth and retention.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Service Delivery:
<ul>
<li>
Collaborate with service delivery teams to design and implement client solutions.
</li>
<li>
Ensure that client deliverables are completed on time, within scope, and budget.
</li>
<li>
Address and resolve any issues or concerns raised by clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Business Development:
<ul>
<li>
Identify opportunities for additional services or solutions that benefit clients.
</li>
<li>
Work with the business development team to prepare proposals and presentations for prospective and existing clients.
</li>
<li>
Participate in contract negotiations and renewals
</li>
</ul>
</li>
</ul>
<ul>
<li>
Reporting and Analysis:
<ul>
<li>
Prepare regular reports on account status and performance for internal stakeholders and clients.
</li>
</ul>
</li>
</ul>
<ul>
<li>
Analyze client data to provide insights and recommendations for improving service delivery and client satisfaction.
</li>
</ul>
Qualifications:
<ul>
<li>
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
</li>
<li>
Minimum of 3-5 years of experience in client management, preferably within a CPA firm or financial services industry.
</li>
<li>
Strong understanding of accounting and financial principles.
</li>
<li>
Excellent communication, negotiation, and interpersonal skills.
</li>
<li>
Proven ability to manage multiple accounts and projects simultaneously.
</li>
<li>
Proficiency in CRM software and Microsoft Office Suite.
</li>
</ul>

Preferred Qualifications:
<ul>
<li>
CPA or progress towards certification is a plus.
</li>
<li>
Experience managing high-profile or complex accounts.
</li>
</ul>

Working Conditions:
<ul>
<li>
Primarily office-based with some travel to client sites as needed.
</li>
<li>
Flexibility to work additional hours during peak periods.
</li>
</ul>
Schedule:&nbsp;Monday – Friday, 9:00AM – 5:30PM
We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of&nbsp;$70K – $80K&nbsp;annually, commensurate with experience and qualifications.
In addition to a rewarding career, we provide a robust benefits package, including:
<ul>
<li>
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
</li>
<li>
Company-Paid Life and Long-Term Disability Insurance
</li>
<li>
Ancillary Benefits such as supplemental life insurance and short-term disability options
</li>
<li>
Classic Safe Harbor 401(k) Plan with employer contributions
</li>
<li>
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
</li>
</ul>
We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!
Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.
#LI-BP1

Client Manager, Accounting Services

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

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

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

Client Services Program Manager

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

Client Accounting Services Manager

<h3>Job Description</h3>
Job Description
Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Every day, our 600+ employees bring the power of their creativity and diversity to radically raise the bar on what mobile, CTV, AI, social, and eCommerce can do to build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago, LA, Dallas, Sydney, Auckland, London and Waterford, Ireland. Humble brag: In 2025, Kargo was recognized as a Best Place to Work by Built In.
Who We Hire
Success takes all kinds. Diversity describes our workforce. Inclusion defines our culture. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, national origin, protected veteran status, disability or other legally protected status. Individuals with disabilities are provided reasonable accommodation to participate in the job application process, perform essential job functions, and receive other benefits and privileges of employment. 
Title: Senior Client Services Manager
Job Type: Full-time; 3 Days In Office
Job Location: New York City, NY
Salary Range: $80,000.00 - $105,000.00 (On Target Earning)
The Opportunity
Do you consider yourself a digital media expert who understands (and loves) first-class Client Services? If so, then we want you to join our team! Kargo is looking for a Senior Client Services Manager who will be the main point of contact for all client-facing relationships during the post-sale process. This role is a key contributor, providing white glove service through campaign management, building client rapport, and ensuring client retention and growth through incremental and upsell opportunities. In addition to client communication, this person is the liaison between departments to manage end-to-end execution and works harmoniously with sales on a shared book of business to drive brand strategy. 
The Client Services Team is responsible for the end-to-end execution of direct and programmatic buys from education and strategic recommendations to post-campaign insights. The team is fast-paced, quickly growing, and performance-oriented.
The Daily To-Do
<ul>
<li>Deep understanding of our products, offerings, and best practices to support campaign strategy and meet client objectives</li>
<li>Assist in day-to-day relationships and all phases of the direct and programmatic campaign life cycle, inclusive of brand strategy, kick-off calls, tag + asset collection, creative development, performance reporting, troubleshooting, and delivery</li>
<li>Provide best-in-class client service to cultivate relationships to maximize client satisfaction, retention, and growth</li>
<li>Assist in identifying client needs and implement strategic solutions to help drive partnership</li>
<li>Collaborate with internal cross-functional teams; sales, operations, design, product, and finance to ensure campaign performance is met</li>
<li>Analyze and deliver reporting, insights, and results to clients</li>
<li>Identify and generate client outreach for incremental, upsell, and renewal opportunities</li>
<li>First responder to direct and programmatic campaign troubleshooting or delayed revenue before routing for escalation</li>
<li>Funnel demand-side needs or revenue blockers to internal teams to ensure Kargo is well-positioned to grow and retain business</li>
<li>This role will start as an individual contributor with growth path to become a player/coach</li>
</ul>
Qualifications 
<ul>
<li>5+ years experience at an Agency/AdTech with a focus on Account Management in a client-facing role</li>
<li>Direct-sold and programmatic mobile advertising experience</li>
<li>Knowledge of Programmatic; DSP and SSP platforms and partners such as Celtra, The Trade Desk, LiveRamp, etc.</li>
<li>Has established relationships with advertisers and agencies </li>
<li>Familiarity with industry jargon and media metrics</li>
<li>Experience managing a team is preferred</li>
<li>Proficient in Excel and PowerPoint</li>
<li>Proven record of successful client retention and business growth</li>
<li>Highly strategic, proactive and solution-oriented</li>
<li>Thrives in a teamwork environment and collaborates well with others</li>
<li>Strong verbal and written communication skills with the ability to deliver well-positioned presentations</li>
<li>Organizational skills with the ability to use available resources to reach solutions</li>
<li>Able to multi-task and prioritize based on account tier and urgency on a daily basis</li>
<li>Strong analytic skills to deliver reporting insights</li>
<li>Highly organized and keen attention to detail</li>
<li>Bachelor's degree or equivalent experience</li>
</ul>
Follow Our Lead
<ul>
<li>Big Picture: kargo.com</li>
<li>The Latest: Instagram (@kargomobile) and LinkedIn (Kargo)</li>
</ul>

Senior Client Services Manager

<h3>Job Description</h3>
Job Description
Kargo creates breakthrough cross-screen ad experiences for the world's leading brands and publishers. Every day, our 600+ employees bring the power of their creativity and diversity to radically raise the bar on what mobile, CTV, AI, social, and eCommerce can do to build businesses. Now 20 years strong, Kargo has offices in NYC, Chicago, LA, Dallas, Sydney, Auckland, London and Waterford, Ireland. Humble brag: In 2025, Kargo was recognized as a Best Place to Work by Built In.
Who We Hire
Success takes all kinds. Diversity describes our workforce. Inclusion defines our culture. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, national origin, protected veteran status, disability or other legally protected status. Individuals with disabilities are provided reasonable accommodation to participate in the job application process, perform essential job functions, and receive other benefits and privileges of employment. 
Title: Associate Client Services Manager
Job Type: Full-time; 3 Days In Office Job Location: Chicago, IL Salary Range: $60,000.00 - $70,000.00 OTE (On Target Earning)
The Opportunity
Kargo is looking for an Associate Client Services Manager who will assist in managing client-facing relationships on post-sale direct or programmatic accounts, providing white-glove service through campaign management, building client rapport, and ensuring client retention and growth through upsell opportunities. In addition to client communication, this person assists as a liaison across internal departments to manage end-to-end execution and work harmoniously with sales on a shared book of business to drive brand strategy.
The Daily To-Do
<ul>
<li>Deep understanding of our products, offerings, and best practices to support campaign strategy and meet client objectives</li>
<li>Assist in day-to-day relationships and all phases of a direct and programmatic campaign life cycle, inclusive of brand strategy, kick-off calls, tag + asset collection, creative development, performance reporting, troubleshooting, and delivery</li>
<li>Provide best-in-class client service to cultivate relationships to maximize client satisfaction, retention, and growth</li>
<li>Assist in identifying client needs and implement strategic solutions to help drive partnership</li>
<li>Collaborate with internal cross-functional teams; sales, operations, design, product, and finance to ensure campaign performance is met</li>
<li>Analyze and deliver reporting, insights, and results to clients</li>
<li>Identify and generate client outreach for incremental, upsell, and renewal opportunities</li>
<li>Assist in troubleshooting direct and programmatic campaigns or delayed revenue before routing for escalation if prompted </li>
<li>Funnel demand-side needs or revenue blockers to internal teams to ensure Kargo is well-positioned to grow and retain business</li>
<li>Partner with more Senior members of the CS team to foster strategic growth</li>
</ul>
Qualifications 
<ul>
<li>1+ years experience in Digital Media working with AdTech partners (i.e., Sales Support, Account Management, Agency Planning/Buying/AdOps)</li>
<li>Familiarity with industry jargon and media metrics is preferred </li>
<li>MS Suite and Google Suite proficient (i.e, Excel, Google Sheets, Google Slides)</li>
<li>High attention to detail, proactive and solution-oriented</li>
<li>Thrives in a team environment and collaborates well with others</li>
<li>Strong verbal and written communication skills with the ability to deliver well-positioned presentations</li>
<li>Organizational skills with the ability to use available resources to reach solutions</li>
<li>Able to multitask and prioritize based on account tier and urgency daily</li>
<li>Strong analytical skills to deliver reporting insights</li>
<li>Bachelor's degree or equivalent experience</li>
</ul>
Follow Our Lead
<ul>
<li>Big Picture: kargo.com</li>
<li>The Latest: Instagram (@kargomobile) and LinkedIn (Kargo)</li>
</ul>

Associate Client Services Manager

<h3>Job Description</h3>
Job Description
Overview
As a critical member of a dynamic, growing pharmaceutical services company, you will be vital in the company’s success! The Account Manager of Client Services cultivates and maintains an on-going strategic relationship with their pharmacy clients. They are responsible for the ensuring customer satisfaction with pharmacy services, issue resolution and overall retention of their clients.
Our Pharmacy group focuses on providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide. 
Under the general direction of the Director, Client Services, delivers on the company’s value proposition to its clients. Cultivates and maintains on-going strategic client relationships and partnerships at all levels of the organization to achieve the revenue, growth, and retention goals of PharMerica.
This is not a remote position. Applicants must reside in or be commutable to the following territory which includes Spokane, Yakima, Richland, and Kennewick, WA
75% travel in and around the listed territory. 
We offer: Competitive pay Health, dental, vision and life insurance benefits Company paid STD and LTD Employee Discount Program 401k Paid-time off Tuition reimbursement Non-retail/Closed-door environment
Short Term Incentive Bonus
If your passion is service excellence and top-quality care come join our team and apply today!
*Position will be posted for a minimum of 7 business days
 
Responsibilities
• Deploys advanced, consultative, and strategic approach to account management. This includes the successful implementation and promotion of various corporate initiatives • Engages with the C-Suite, Regional or Facility leadership to discuss Quarterly Business Reviews and Pharmacy Optimization Services • The Corporate Account Manager owns client issue escalation and resolution process. Working directly with key internal partners, the Account Manager achieves timely responses on all issues along with setting proper expectations for clients • Manages their client base through the company’s CRM software. This includes the tracking and management of activities, tasks, contacts, and other material events with clients. It will also document the up-selling of products and solutions, and how those relate to the overall retention strategy • On a quarterly or semi-annual basis, is responsible for the preparation and participation in a Book of Business Review with Management • Collaborates and assists the sales team in serving the account • Frequently prepares quarterly business review materials, facilitates client engagement calls, conducts routine client-facing telephonic training and oversees the implementation of new facilities. The Corporate Account Manager will also provide educational materials to facilitate compliance with procedures, tools, and resources • Works with other disciplines (credit/collections, contracting, and marketing) to assure that corporate billing and receivables standards are achieved • May attend corporate/networking events and conferences• Establishes productive, professional relationships with key personnel in partner accounts • Performs other tasks as assigned 
 
Qualifications
Education/Learning Experience:
<ul>
<li>Required: Bachelor’s Degree in business or related field</li>
<li>Desired: MBA</li>
</ul>
Work Experience:
<ul>
<li>Desired: Previous experience in a client management, customer service, or client support role; previous experience in a client support role within a healthcare setting or other business-to-business setting</li>
</ul>
Skills/Knowledge:
<ul>
<li>Required: Ability to present to all levels of management; excellent time-management skills; basic computer skills; advanced Microsoft Office proficiency; outstanding problem-solving skills; experience in root cause analysis; able to collaborate cross-functionally; experience working within a team</li>
<li>Desired: SalesForce and Axiom experience; previous experience in a project management and client-facing customer service role; strong background in administrative management with the ability to manage multiple priorities and deadlines at once; strong experience in business writing</li>
</ul>
Behavior Competencies:
<ul>
<li>Required: Customer service orientation, adaptability, interpersonal/communication orientation, planning/organizing, results oriented, problem solver, training and development focused; effective decision-maker; commitment to process improvement; innovative; organizational/job knowledge</li>
</ul>

Account Manager, Client Services

<h3>Job Description</h3>
Job DescriptionDescription:
Quick Box Fulfillment is looking for a seasoned Account Manager to manage an existing book of clients. The Client Services team is responsible for all communications to the Quick Box client base. As part of the team you will be responsible for advocating for client needs throughout internal departments and ensuring deliverables are met on time. This is a great opportunity for someone looking to join a growing company focused on providing fast, friendly and accurate service. The diverse backgrounds of our
management and ownership team will provide exposure to multiple facets of business and fulfillment/warehousing.
Requirements:
Essential Duties Job Functions:
<ul>
<li>Ability to strategically manage all aspects of client relationship and communication, providing excellent service and maintaining client satisfaction through critical problem solving and decision-making skills.</li>
<li>Document and track internal metrics according to client SLAs to drive performance.</li>
<li>Advocate for clients across operational departments and make proactive recommendations to gain economic and operational efficiencies on behalf of client and Quick-Box.</li>
<li>Understand the impact of client needs on operational departments and effect on planned labor and resources.</li>
<li>Provide ongoing client facing program summaries, business reviews, analysis, recommendations, PO trending etc.</li>
<li>Develop relationships with clients to realize the value of contracted services.</li>
<li>Ability to recognize upsell opportunities and collaborate with Business Development to ensure client needs are met</li>
</ul>
Job Qualifications Mandatory:
<ul>
<li>Must have fulfillment experience</li>
<li>High School diploma or GED</li>
<li>Critical and Strategic Thinker</li>
<li>Works well in Team environment</li>
<li>Willing to contribute ideas and feedback</li>
<li>Ability to learn on the go and pickup processes while in flight</li>
<li>Self-starter with excellent follow-through</li>
<li>Dependable, punctual and possess a positive attitude</li>
<li>Ability to clearly communicate</li>
<li>Extremely organized</li>
</ul>
Preferred Qualifications:
<ul>
<li>Bachelor’s degree or equivalent preferred</li>
<li>Strong computer and word processing skills, including Microsoft applications</li>
<li>Experience with Customer Relationship Management (CRM) software preferred</li>
</ul>
Work Environment:
<ul>
<li>This is a DFW based position operating out a Warehouse environment</li>
<li>Warehouse Environmental Conditions are as follows;</li>
<li>Moderate noise level in the work environment. </li>
<li>Work environment is indoors.</li>
<li>Warehouse temperatures may vary depending on outside temperatures.</li>
</ul>
Physical Demands:
<ul>
<li>Sight: Must be able to see well enough to read product lot numbers and expiration dates, read reports, and use a computer.</li>
<li>Hearing: Must be able to hear well enough to communicate in person or via technology, and to hear warning signals of forklifts and warehouse equipment.</li>
<li>Standing: Must be able to stand for shift duration.</li>
<li>Walking: Must be able to walk without assistance to perform job duties.</li>
<li>Mobility: Must be able to be mobile to operate warehouse machinery.</li>
<li>Sitting: Must be able to sit for shift duration.</li>
<li>Stooping, Kneeling: Must be able to stoop or kneel for short periods of time.</li>
<li>Lifting: Must be able to lift 30 lbs – 50 lbs.</li>
<li>Hand Mobility: Must be able to have mobility in hands to open and seal packaging, utilize keyboard functions, and utilize phone systems.</li>
</ul>
Contingencies:
Any offer of employment will be contingent upon:
1) Satisfactory results of background and reference checks.
 
2) Proficiency testing in Microsoft Office applications.
This job description is not an employment agreement or contract. Management has the exclusive right
to alter the scope of work within the framework of this job description at any time without prior notice.

Client Services Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Summary:
 
Responsible for managing all aspects of advertising programs offered by Valpak Holding Inc. Ensures a world class product and service experience for Valpak’s external and internal clients, to include Direct Response, Retail, Fortune 500 Grocery Retailers, Consumer Package Goods (CPG) and E-commerce organizations. Using excellent interpersonal communication, project management and analytical consultancy to retailers and CPG partners, this key contributor acts as the primary interface to drive collaborative engagement between all operating departments on behalf of the Valpak account executives and their clients.
 
Essential Duties and Responsibilities:
<ol>
<li>Consultative and provides account strategy.</li>
<li>Maintains extensive knowledge of all Valpak product offerings, from design to marketplace, to serve as the technical and implementation expert.</li>
<li>Implements all aspects of Valpak sales campaigns, including all print, solo, and digital as well as CLEs, FSIs and other current and new products being sold across all Valpak sales teams.</li>
<li>Lead and develop ongoing collaboration between client, Sales Director and Account Executive in communications, conflict resolution, and compliance on deliverables. </li>
<li>Develops and maintains a solid knowledge of Valpak products, create FAQs, and maintains information for external and internal stakeholders.</li>
<li>Monitors contractual commitments, adjusts revenue projections, assists in payment collections and reports key activities to Account Executives and senior management.</li>
<li>Prepares and performs detailed product demonstrations, researches and answers customer inquiries, runs ad hoc reports, performs market analysis, secures mailing geography, facilitates creative assets and process, and participates in post release verification process to ensure client objectives are met.</li>
<li>Participates in sales and account calls as the Valpak product expert and provides input to clients and Account Executives on ways to maximize the benefit of our products to drive customer success.</li>
<li>Performs all other duties as assigned.</li>
</ol>
Requirements:
Education/Experience:
Bachelor’s degree in Business, Marketing, MIS or equivalent work experience in a business support, or technical team role. Previous experience as an account manager, project manager, analyst or product specialist in a media advertising agency within consumer insights, data analysis, Marketing, retail or CPG experience preferred.
 
Requirements and Qualifications:
<ul>
<li>Ability to understand and relate to the consumer user experience.</li>
<li>Strong analytical and logical thinking skills, commercial awareness &amp; consulting skills.</li>
<li>Extensive knowledge of print, digital, mobile and social marketing platforms.</li>
<li>Experience using MS Office Suite including strong Excel and PowerPoint required.</li>
<li>Attention to detail with excellent project management, organization, time management and multi-tasking skills within a fast-paced environment.</li>
<li>Excellent verbal presentation, written communication and interpersonal skills.</li>
<li>Excellent customer service skills preferred.</li>
<li>Knowledge of Saleforce.com and SAP preferred.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionDescription:
Client Service Team Leadership:
<ul>
<li>Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards.</li>
<li>Establish and manage team goals, track progress, and celebrate achievements.</li>
<li>Design and update processes/workflows to maximize team effectiveness.</li>
<li>Assist in hiring and lead training of new team members, and provide ongoing training and development support.</li>
<li>Design collaborative activities that break down silos and encourage bonding. (Think escape rooms, scavenger hunts, or volunteer outings.)</li>
</ul>
Client Services:
<ul>
<li>Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions.
<ul>
<li>Remain main support person for the practice until well established on our platform.</li>
</ul>
</li>
<li>Manage book of business transfers, re-codes, and other client account-related changes for existing business.</li>
<li>Handle escalated client service issues with tact and professionalism.</li>
<li>Create, revise, and manage CRM workflows to optimize client interactions.</li>
</ul>
Operations and Compliance:
<ul>
<li>Partner with the compliance team to implement and monitor compliance initiatives.</li>
<li>Maintain the integrity of the CRM and RJ Box systems, ensuring data accuracy and security.</li>
<li>Generate departmental reports for data integrity, CRM usage, new business, and other key metrics.</li>
</ul>
Additional Responsibilities:
<ul>
<li>Work collaboratively with other departments to ensure alignment and efficiency.</li>
<li>Maintain a positive and professional demeanor in all interactions.</li>
</ul>
Requirements:
<ul>
<li>Minimum 3-5 years of experience in a client services or operations role in a financial services environment.</li>
<li>Proven track record of success in team leadership and supervision.</li>
<li>Excellent organizational, communication, and time management skills.</li>
<li>Strong analytical and problem-solving abilities.</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems.</li>
<li>Familiarity with compliance regulations in the financial services industry (preferred).</li>
<li>Bachelor's degree in a relevant field (e.g., business administration, finance) or equivalent experience.</li>
</ul>

<h3>Job Description</h3>
Job DescriptionClient Services Manager, RNWhy Join Us?
<ul>
<li>Compensation: Competitive, with the potential for restructuring into a full-time role.
<ul>
<li>$1,000 hiring bonus: $500 paid after 6 months, $500 paid after 1 year.</li>
</ul>
</li>
<li>Flexibility: Work-life balance with flexible scheduling options.</li>
<li>Development: Growth opportunities through training and workshops.</li>
<li>Purpose: Lead clinical services at Haven Center to deliver community impact.</li>
</ul>
Who Are We?
<ul>
<li>
Compassionate: Team dedicated to serving through faith and action.
</li>
<li>
United: Diverse professionals bonded by a shared mission to support life.
</li>
<li>
Mission-Driven: Passionate guidance of individuals facing unplanned pregnancies toward life.
</li>
<li>
Supportive: A supportive environment that values collaboration and mutual growth.
</li>
</ul>
Who You Are
<ul>
<li>
Mission-Focused: Passionate guidance of individuals facing unplanned pregnancies toward life.
</li>
<li>
Strategic Thinker: Skilled in developing and executing strategies to enhance our services and outreach.
</li>
<li>
Community Builder: Eager to engage with and support our clients, volunteers, and the broader community.
</li>
<li>
Team Leader: Capable of inspiring and leading a team towards achieving our mission.
</li>
<li>
Adaptable: Resilient and flexible in overcoming the unique challenges of a faith-based non-profit organization.
</li>
</ul>
What You Must Have
<ul>
<li>
Mission Alignment: A deep commitment to the Christian conservative pro-life values and mission of Haven Center.
</li>
<li>
Clinical Expertise: Preference for a Registered Nurse (RN) with experience in a clinical setting. A strong understanding of healthcare operations is essential.
</li>
<li>
Client Relations: Demonstrated expertise in fostering compassionate and judgment-free relationships with clients.
</li>
<li>
Volunteer Relationship Management: Proven ability in building, training, and retaining a dedicated volunteer team.
</li>
<li>
General Competencies: Exceptional leadership, problem-solving skills, and an extensive knowledge of community resources.
</li>
</ul>
What You Will Do
<ul>
<li>
Client Relationship Coordination: Follow-up calls, charting, education.
</li>
<li>
Volunteer Supervision: Scheduling, training, meetings.
</li>
<li>
Facility Management: Safety, disinfecting, supply management.
</li>
<li>
General Functions: Chart audits, continuing education, other duties as assigned.
</li>
</ul>
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