Client Meaning Jobs in Usa

The core responsibility of Pena4’s Client Success division is to ensure clients receive the highest level of service from Pena4. The team focuses on building and maintaining client relationships beginning with implementation, production management, performance metrics, managing the overall client engagement, long-term growth and retention.

Role Overview

The Assistant Vice President of Client Operations (AVP) will lead Pena4’s client operations with respect to all client deliverables including implementation, client services and production. This will be done through well-organized processes/procedures, plans, staffing, metrics, and oversight. This position is a leadership role and is expected to develop, implement and oversee the company’s short-term as well as long term initiatives with respect to delivery of service to clients, client growth, client satisfaction, client retention.

The AVP, Client Operations, is also responsible for providing consulting services and acting as an HIM subject matter expert to existing and new clients. In addition, the AVP must ensure that existing client revenue is achieved and grow each client’s revenue by an established target to be determined annually by senior management.

Key Responsibilities

Provide leadership to the Client Services/Success, Production, and Implementation teams responsible for delivering services to clients and oversee the day-to-day operations of each respective department, in collaboration with the domestic and offshore management teams.

Strategic Management & Leadership

• Participate in strategy planning with leadership team to develop, execute, and manage the company’s long-term goals and revenue targets
• Serve as subject matter expert in the planning, development and implementation of new projects, software applications, business lines, and services
• Develop departmental budgets and revenue budgets and targets for each client.
• o Provide financial oversight and monitoring of budgets to ensure targets are met
• o Monitor revenue for all clients and service lines, prepare variance and projection reports
• o Ensure relevant financial data is presented to the President & COO and leadership team
• Interact regularly with the leadership team and department heads to ensure that operational priorities are aligned with delivery of services to clients
• Partner with all teams to enhance profitability, productivity and efficiency in operations

Client Implementation

• Guide new clients through the implementation process and provide overall support
• Schedule kickoff meetings, create and manage implementation project plans, coordinate development and updating of Account Protocols (volume, workflow diagram, and key processes), determine staff requirements
• Define success criteria and milestones with the client
• Ensure smooth setup and training
• Coordinate setup in internal systems, request access, provide project plan updates, set meeting agendas, capture minutes, and provide status reports
• Implement checks/balances to ensure optimal client operations and ensure new client engagement is live within specified timeframe
• Ensure seamless handoffs from Sales to Client Services and consistent with client expectations and experience

Relationship Management and Client Services

• Manage overall client engagement and serve as the primary point of contact post-sale
• Develop revenue budgets and weekly revenue projection for each client
• Understand client goals and challenges to build trusted, long-term client relationships
• Conduct standing meetings and QBR’s with clients and the leadership team
• Prepare and send meeting agendas, minutes and action items
• Manage the capacity planning along with the production team’s schedules, workloads, TAT, production and utilization
• Manage system access for resources, work with client services and client’s help desk to ensure access is created and working, initiate access removal requests
• Scheduling of resources, and coordination of PTO requests
• Assignment of cases to resources (coding, auditing, and QA) based on pre-existing resource alignments provided by coding management
• Assign Central Learning cases to production coders as needed
• Create service requests and scheduled calendar events in Guru, perform data entry of completed cases and respective time for each coder
• Review and close weekly invoices, address discrepancies with finance and/or client

Value Delivery & Outcome Tracking

• Ensure clients are achieving measurable results
• Monitor all contract deliverables (commitments, volume, value reports, reconciliation of accounts, invoicing, etc.)
• Utilize performance metrics to track and report productivity
• Ensure and measure customer satisfaction

Retention & Churn Prevention

• Proactively address risks to success
• Identify early warning signs of dissatisfaction and resolve issues before they escalate
• Coordinate contract renewals

Customer Escalations & Feedback

• Collect and relay client feedback to SME’s and leadership teams, triage as necessary
• Serve as the primary liaison for customer escalations, coordinating with Coding, Quality, CDI, and Billing leadership to ensure timely responses and resolution
• Document and track all escalations and concerns, maintaining clear visibility across internal teams and ensure consistent communication back to the client
• Facilitate escalation meetings and debriefs with internal stakeholders to align on issue root causes, resolution plans, and customer messaging
• Collaborate with internal teams to build and monitor action plans, ensuring all commitments made to the customer are completed and followed through
• Ensure customer expectations are managed appropriately, including realistic timelines, mitigation steps, and regular updates on progress
• Escalate internal delays or barriers proactively to appropriate leaders to avoid further customer dissatisfaction
• Track post-resolution satisfaction and trends to identify patterns and drive continuous service improvement in partnership with delivery teams
• Represent the client voice internally, influence improvements and roadmap priorities

Growth & Expansion Support

• Develop strategic plans to increase revenue of existing clients (targets to be determined annually based on company goals)
• Identify upsell, cross-sell opportunities, and contract expansions
• Expand horizontal footprint within each client by contacting other departments, building relationships, and gaining interest
• Support clients as their needs evolve and align internal teams around client goals
• Act as consultant and subject matter expert for existing and new clients

Perform additional duties as assigned and assist with other tasks as requested.

Required Skills & Qualifications

Experience:

· Minimum of seven (7) years applied management experience in directing and overseeing client operations within the for-profit revenue cycle consulting industry

· Minimum five (5) years of experience leading offshore teams in India

Education:

· College degree required; graduate degree a plus, preferably Health Information Management or Business Management/Administration

Credentials/Certifications:

· AHIMA, AAPC, or other relevant credentials preferred, but not required, such as RHIA, RHIT, CCS, CPC.

Skills & Knowledge:

• Working knowledge of ICD-10-CM/PCS, CPT, and payment methodologies (DRGs, APCs, etc.), medical coding, medical billing, coding auditing, education, and staffing
• Strong knowledge of HIPAA, and other privacy laws and regulations, and ability to analyze risks and solve compliance challenges
• Excellent customer service, project management, planning, budgeting, reporting, people management, communication, public speaking, and interpersonal skills
• Strong organizational, analytical, and problem-solving abilities and techniques
• Data analytics, cost analysis, and ability to develop business plans
• Strong proficiency in Microsoft Office

Physical Job Requirements

• Ability to travel between office and client locations (international travel when needed)
• Ability to operate standard office equipment for prolonged periods (pc/laptop, phone, keyboard, mouse, monitor, printer/scanner/copier, etc.)
• Ability to perform repetitive hand and wrist motions (typing, data entry)
• Ability to sit extended periods of time, with occasional standing and walking in the office
• Ability to communicate effectively in person, by phone, and via electronic means
• Ability to lift and carry objects typically up to 15 pounds such as files or office supplies
• Ability to maintain focus in a typical office environment with moderate noise levels

Limitations and Disclaimer

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

Join us to lead transformative initiatives that elevate our client operations while fostering a dynamic, collaborative workplace focused on excellence!

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

As a Sr. Client Account Manager, you will play a pivotal role in driving business results for Pinterest's largest strategic advertisers. Your expertise throughout the funnel tactics will help you grow and nurture client relationships and guide them from awareness through to conversion and retention. We're looking for a Client Account Manager to help our most strategic partners successfully grow their business through Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.

We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.

What you'll do:

• 
  
• Plan, execute, upsell, and optimize data-driven ad campaigns in collaboration with internal teams.
  
• Build and maintain strategic partnerships, aligning with stakeholder goals across all funnel stages.
  
• Ensure accurate implementation of first-party data and campaign launches with cross-functional teams.
  
• Optimize media campaigns and audience targeting daily using various technologies and platforms.
  
• Deliver weekly campaign performance reporting and insights.
  
• Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement strategies.
  
• Provide exceptional client service through communication, issue resolution, and seamless execution.
  
• Simplify complex processes, upsell and pitch strategic solutions, and continuously improve campaigns.
  

What we're looking for:

• 
  
• Proven experience managing and growing client accounts with data-driven strategies
  
• Strong knowledge of advertising best practices and technical media measurement
  
• Skilled at identifying client needs, communicating persuasive recommendations, and overcoming objections
  
• Ability to build and execute full-funnel sales strategies, driving adoption and conversions
  
• Excellent at managing multiple campaigns, tasks, and timelines simultaneously
  
• Outstanding verbal and written communication skills with a proactive, problem-solving mindset
  
• Bachelor's degree in Business, Sales, or related field, or equivalent experience
  

In-Office Requirement Statement:

We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.

This role will need to be in the office for in-person collaboration 2 times per week and therefore needs to be in a commutable distance from our New York City, NY.

Relocation Statement:

This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.

#LI-HYBRID

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

As a Client Account Manager II, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.

We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.

What you'll do:

• 
  
• Manage and grow client accounts, collaborating with partners to optimize campaigns and identify new opportunities.
  
• Translate partner goals and data into clear, actionable insights for effective media strategies.
  
• Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement best practices.
  
• Participate in client meetings to understand needs, solve challenges, and promote Pinterest solutions.
  
• Clearly explain complex products and processes, serving as a trusted advisor to clients and agencies.
  
• Build strong partner relationships and proactively expand opportunities to drive revenue growth.
  

What we're looking for:

• 
  
• Experience in digital advertising sales, preferably with performance advertisers.
  
• Proven ability to manage mutually beneficial client accounts independently.
  
• Strong knowledge of digital ad technologies across Search, Shopping, Display, and Social.
  
• Effective at managing multiple priorities and achieving goals in a fast-paced environment.
  
• Excellent written and verbal communication; skilled at building lasting partnerships.
  
• Bachelor's degree in Business or a related field, or equivalent experience.
  

In-Office Requirement Statement:

• 
  
• We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.
  
• This role will need to be in the office for in-person collaboration 2X/ week and therefore needs to be in a commutable distance from one of the following offices: San Francisco, CA
  

Relocation Statement:

• 
  
• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
  

#LI-EP4

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

About Pinterest:

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.

Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace theflexibility to do your best work. Creating a career you love? It's Possible.

At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we're looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we'll explore your foundational skills and how you collaborate with AI.

Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here.

As a Client Account Manager II, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You'll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform.

We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.

What you'll do:

• 
  
• Manage and grow client accounts, collaborating with partners to optimize campaigns and identify new opportunities.
  
• Translate partner goals and data into clear, actionable insights for effective media strategies.
  
• Advise clients on Pinterest ad products, targeting, bidding, creative, and measurement best practices.
  
• Participate in client meetings to understand needs, solve challenges, and promote Pinterest solutions.
  
• Clearly explain complex products and processes, serving as a trusted advisor to clients and agencies.
  
• Build strong partner relationships and proactively expand opportunities to drive revenue growth.
  

What we're looking for:

• 
  
• Experience in digital advertising sales, preferably with performance advertisers.
  
• Proven ability to manage mutually beneficial client accounts independently.
  
• Strong knowledge of digital ad technologies across Search, Shopping, Display, and Social.
  
• Effective at managing multiple priorities and achieving goals in a fast-paced environment.
  
• Excellent written and verbal communication; skilled at building lasting partnerships.
  
• Bachelor's degree in Business or a related field, or equivalent experience.
  

In-Office Requirement Statement:

• 
  
• We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.
  
• This role will need to be in the office for in-person collaboration 2X week and therefore needs to be in a commutable distance from one of the following offices: New York City, NY.
  

Relocation Statement:

• 
  
• This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
  

#LI-HYBRID

#LI-EP4

At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.

Information regarding the culture at Pinterest and benefits available for this position can be found here.

Our Commitment to Inclusion:

We're building safety-enhancing technology for aviation that will save lives. Automated aviation systems will enable a future where air transportation is safer, more convenient and fundamentally transformative to the way goods - and eventually people - move around the planet. We are a team of mission-driven engineers with experience across aerospace, robotics and self-driving cars working to make this future a reality.

As a Client Platform Engineer, you will be a part of our IT and Security team. Your work will have a key impact on the development of Reliable Robotic's internal infrastructure and processes. You will work as part of the IT and Security team towards building, deploying and managing tools. You will be working on building or improving existing automation to support standardization efforts, with a focus on end-user facing endpoints.

Responsibilities

In your role as a Client Platform Engineer, you will be responsible for the design, implementation of tools supporting the business internal needs and standards, as well as support of the IT related needs of our end-users. You will be involved in the design and implementation of tools and their supporting infrastructure, to improve the daily experience of our users across the entire business. This will include managing SaaS services, managing physical infrastructure, and cloud infrastructure to support the needs of the teams at Reliable. You will be responsible for identifying additional opportunities for standardization, improvement of the user experience, and training various teams, including the IT/Security teams you will be working on, for redundancy when new tooling is introduced.

Basic Success Criteria

• 5+ years of experience supporting business needs in IT

• Excellent troubleshooting skills

• Basic networking skills and understanding of basic network services (vlan/routing/wifi/dhcp/dns/etc)

• Previous management of in-office infrastructure (wifi, printing, etc)

• Experience with MDM platforms to manage Apple devices (macOS, iOS, iPadOS) and Windows 11 devices

• Experience with configuration management systems such as Puppet (preferred), Chef or Ansible

• Scripting skills in various languages (Python, bash, powershell)

• Understanding of SSL certificates, and PKI infrastructure

Preferred Success Criteria

• Ability to explain complex concepts to users or colleagues

• Ability to troubleshoot problems remotely (over Slack, Google Meet, or others)

• Familiarity with Google Workspace management (access and management of Google services, integration of Google with other services, and the security mechanisms available in those environments)

• Experience with virtualization/containerization, both in AWS and GCP, KVM, LXC, and Docker

• Development tooling experience (git, github, vscode, pip3)

• Experience with AWS services (IAM, ec2, s3, route53, SSO, lambda, etc)

• Application (re)packaging and management (msi/pkg/deb)

• Experience in environments where data management, classification and handling is critical

• Experience with end-user supports with software and computing devices

• Mobile device management and BYOD policies

This position is based at our facility in Mountain View, California.

Must be willing to travel up to 10% of the time.

This position requires access to information that is subject to U.S. export controls. An offer of employment will be contingent upon the applicant's capacity to perform in compliance with U.S. export control laws.

All applicants are asked to provide documentation that legally establishes status as a U.S. person or non-U.S. person (and nationalities in the case of a non-U.S. person). Where the applicant is not a U.S. person, meaning not a (i) U.S. citizen or national, (ii) U.S. lawful permanent resident, (iii) refugee under 8 U.S.C. * 1157, or (iv) asylee under 8 U.S.C. * 1158, or not otherwise permitted to access the export-controlled technology without U.S. government authorization, the Company reserves the right not to apply for an export license for such applicants whose access to export-controlled technology or software source code requires authorization and may decline to proceed with the application process and any offer of employment on that basis.

At Reliable Robotics, our goal is to be a diverse and inclusive workforce. As an Equal Opportunity Employer, we do not discriminate on the basis of race, religion, color, creed, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity, gender expression, sexual orientation, age, non-disqualifying physical or mental disability or medical conditions, national origin, military or veteran status, genetic information, marital status, or any other basis covered by applicable law. All employment and promotion is decided on the basis of qualifications, merit, and business need.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to

Compensation Range: $125K - $185K

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

The Senior Client Service Manager, Relationship Management plays the critical role of primary relationship owner and interface between our plan sponsors and Schwab. You would be responsible for oversight of all aspects of retirement plan recordkeeping and administration. In this capacity, you will consistently explore and discover client and consultant needs by engaging in face-to-face meetings, asking well-defined, open-ended questions to clearly uncover new business opportunities and identify relationship challenges. As a part of this ongoing process, you will utilize your personal knowledge and expertise as well as identify and engage the appropriate subject matter experts within Charles Schwab to assist with presentations and discussions to ensure client understanding of available solution sets to achieve successful outcomes.

The Senior Client Service Manager, Relationship Management will work together, as a team, with their Client Relationship Practice Leader and Client Relationship Administrators to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In meeting and exceeding these duties, you are expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. The Senior Client Service Manager, Relationship Management will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling $500M to $1B.

What you're responsible for

• Leading approximately 5-8 sizable growing client relationships.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approaching every client interaction holistically by being aware of all issues and events related to the client and collaborate with peers to build a precise client experience is a major part of your role.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges. Identify and
• Engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance) and maintain investment-related expertise to effectively sell and deliver product, service, and platform solutions.
• Support Sales efforts, as needed,
• Deliver client education and training by developing appropriate awareness of investment offerings, fiduciary responsibilities and procedures when presenting opportunities for clients to contract investment products, services, and platforms.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge within all aspects of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to stay results oriented.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 10 + years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• High degree of integrated benefit services experience with comprehensive knowledge of equity compensation plan (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.
• Thorough understanding of retirement and benefit plan industry trends, ongoing regulatory and legislative processes impacting the client base and ERISA related regulations.
• Thorough knowledge of investment products and platforms including passive and active Mutual Funds, ETFs, CTFs, Money Market Funds, Charles Schwab Bank investment products, in-plan advice and guidance, and managed account services.
• High energy, confidence, accountability, and professionalism, while also demonstrating personal integrity, resilience, and respect for others
• Ability to develop and implement client strategies, retirement plan design, compliance, IRS reporting, as well as a proven understanding of mutual funds and other investments.
• Ability to work independently with minimal oversight by your manager.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem seek, and influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Relationship Manager.
• Effectively service plans with varying level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details
• The ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Meet deadlines within a fast-paced environment.
• Collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• ASPPA, CEBS and/or NIPA designation. QPA, CPC or equivalent certification/designations.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship now or in the future.

We believe in the importance of in-office collaboration and intend for the selected candidate to work on site 4 days per week in one of the specified locations.

The Client Service Manager, Relationship Management in the Mega Market segment ($1B plus AUM), plays the critical role of relationship management and interface between our largest plan sponsors and Schwab. You will work as a team, with the Director level Client Service Manager, their Client Relationship Practice Leader and Client Service Specialist to provide a coordinated approach of client service delivery in support of plan administration requirements and unique client needs. The goal of these team-based efforts will be to drive higher levels of client retention, client satisfaction, and expansion of the overall Schwab relationship with assigned practice clients. In addition, the goal of the Client Service Manager, Relationship Management will be to learn and develop under more tenured Director Level Client Service Managers to pursue a thoughtful succession plan for SRPS's largest client relationships. In meeting and exceeding these duties, the Manager, Client Service Manager is expected to understand and adhere to Schwab policies and practices and will play a key role in the mitigation of operational and financial risk to Schwab. You will typically provide comprehensive client relationship support for clients that have enhanced complexity and assets totaling more than $5B.

What you're responsible for

• Support 1-3 Mega Market client relationships in a team-based fashion.
• Understand assigned practice plans to ensure administration is completed in accordance with plan provisions.
• Collaboration with business partners to delegate and lead client issues to successful resolution is key in your position.
• Approach every client interaction holistically by being aware of all issues and events related to the client and collaborating with peers to build a precise client experience.
• Consistently explore and discover client and consultant needs by engaging in face-to-face meetings asking well-defined, open-ended questions to clearly uncover new business opportunities and relationship challenges.
• Identify and engage the appropriate subject matter experts within Charles Schwab to assist with appropriate client discussions to accomplish client understanding of solution sets to achieve successful outcomes.
• Ensure client satisfaction, improve client promoter scores, and actively communicate plan administration activities with your internal teams.
• Identify and adapt to clients' and consultants' diverse backgrounds and roles (executives, human resources, and finance).
• Support sales efforts.
• Deliver client education and training by developing appropriate awareness of procedures and sponsor reporting solutions.
• Work reciprocally within the organization, share standard methodologies, and aid in the continuous improvement of the services provided by Schwab to ensure your success.
• Execute client and regulatory changes.
• Effectively and authentically communicate Schwab's value to clients.
• Apply specialized knowledge of qualified and non-qualified retirement plan recordkeeping and understand the broader impact on the company.
• Build and sustain positive relationships with clients and partnerships with internal associates as well as key contacts within the industry to deliver results.

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3+ years of experience working with large, complex employer sponsored Retirement Plans.
• Bachelor's degree or equivalent experience.
• Understanding of ERISA, industry rules and regulations, and non-qualified plan design.
• High energy, confidence, accountability, and professionalism with each interaction while also demonstrating personal integrity, resilience, and respect for others.
• Self-motivated, enthusiastic, and take initiative.
• Ability to implement client strategies, retirement plan design, compliance, and IRS reporting.
• Ability to work independently.
• Excellent written and oral communication skills.
• Ability to communicate effectively, problem solve, influence and build consensus among team members, leadership, and clients through presentations.
• Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively.
• Effectively service plans with a high-level of complexity.
• Excellent project management and time management skills and ability to handle multiple assignments that have a long and short duration over a given time with attention to details.
• Ability to inspire and support those around you to challenge the status quo; effect small and large changes to continue to elevate the teams' effectiveness and level of service provided to our clients.
• Ability to meet deadlines within a fast-paced environment.
• Ability to collaborate effectively in teams and influence outcomes.
• Flexibility to travel for client visits and sales presentations as needed.

Preferred Qualifications:

• 5+ years of client and/or participant service experience.
• ASPPA, CEBS and/or NIPA designation or in process.
• QPA, CPC or equivalent certification/designations.
• Integrated benefit services experience with general knowledge of equity compensation plans (stock options, restricted stock, SARs, ESPP), administration and plan design and administration for qualified retirement and non-qualified executive deferred compensation plans.

#workplacejobs

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

Job Summary

The Sales & Client Experience Manager supports the Salon Director in all efforts to achieve the sales and client experience goals for the Beverly Hills Flagship Salon. The three primary focus areas are the coaching and development of the Sales Executives and Sales Support staff, consistently delivering all HW Beverly Hills clients and prospects the most elevated experience, and supporting the Salon Director and Sales Executives in developing and executing action plans to deliver sales growth. The Sales & Client Experience Manager will also be expected to manage all aspects of the salon in the absence of the Salon Director.

Key Duties, Responsibilities and Accountabilities

Sales & Sales Support:

• Participates in the development and successful achievement of the salon sales plan.
• Mentors, coaches, and supports the Sales Executives in the planning and execution of strategic action plans to drive sales.
• Responsible for maintaining and enforcing compliance with the rotation (UP) system, ensuring proper selling floor coverage and managing client appointment requests.
• Ensures that the Salon Assistant team is engaged in every client presentation and able to add value from a selling standpoint by pulling and gathering merchandise as directed, listening and anticipating Sales Executive needs, and helping ensure that every client opportunity is maximized.
• Assists the Sales Executives with their client development efforts, including the maintenance and utilization of client books, ensuring proper client communication and business generation activity.
• Collaborates with the Salon Director on the development of special event initiatives and maintains the special events calendar.
• Ensures that the Sales and Sales Support teams follow all policies and procedures across Retail Operations, Finance, and Security & Loss Prevention.

Client Experience & Journey:

• Establishes and maintains a Beverly Hills Flagship client experience standard that is systematically delivered and continuously elevates the level of excellence.
• Ensures clients and prospects receive outstanding service and that all client issues are resolved quickly while exceeding expectations.
• In partnership with the Salon Director, works to ensure that Sales Executives consistently deliver on their sales and client experience goals.
• Purposefully leverages the Salon Assistant team to maintain the in-store client experience, including a warm welcome, seamless introduction to a Sales Executive, and active support throughout the sales interaction from providing refreshments to anticipating product needs.
• Works closely with the Salon Director and sales team on clienteling and client treatment initiatives and ensures that proper programs are in place to build relationships and drive sales results.
• Leverages events and client treatment opportunities as a key part of the client development strategy and manages client invitation lists.

Merchandising & Display:

• Assists the Salon Director in monitoring sales professional and client feedback, as well as product sell-through reports. Maintains frequent dialogue with the Merchandise Planning department to optimize inventory for business needs.
• Leads weekly meetings to discuss and gather product needs, missed opportunities, and client wish lists.
• Manages all product requests related to client opportunities and ensures requests are handled in a timely and precise manner.
• Ensures that the Salon Assistant team supports daily setup and merchandise pulls and that visual displays and merchandising comply with HW directives and standards.
• Oversees daily floor counts and ensures accuracy and adherence to company policy.

Management:

• In partnership with the Salon Director, supports Sales Executives in achieving sales and client experience goals.
• Trains and oversees the performance of the Salon Assistant team.
• Motivates and supports staff development, including onboarding, sales training, and client development.
• Maintains the Salon Assistant schedule to ensure proper coverage.

Job Qualifications

• Strong luxury retail background (minimum 10–12 years)
• 3–5 years of luxury retail management experience, preferably in a boutique or salon environment
• Gemstone, jewelry, and timepiece knowledge
• Proficiency in Microsoft Office
• College degree
• GG (Graduate Gemologist) certification strongly preferred
• Ability to work in a fast-paced, team-oriented environment
• Strong problem-solving skills and communication skills
• Strong attention to detail and analytical skills
• Strong conflict resolution skills and relationship-building skills
• Foreign languages are a plus
• Meets Harry Winston standards for leadership and professional behavior
• Ability to travel as needed
• Affinity for and experience entertaining clients, with knowledge of art, dining, and entertainment in the Los Angeles area

About Bristlecone:

Bristlecone is the industry’s largest pure-play supply chain service provider.

As the trusted partner for AI-first supply chain transformations, we specialize in empowering customers with tech-enabled solutions for planning, sourcing, and fulfillment. Through our consulting, platforms, and supply chain build and enablement expertise, we help Global 2000 organizations in the life sciences, retail, consumer goods, manufacturing, and high-tech industries drive visibility, resiliency, and efficiency across their supply chain.

Guided by a consulting-led approach, we serve as strategic partners to customers throughout their supply chain transformation journey. With comprehensive advisory and implementation capabilities, we offer high-value consulting spanning domains, processes, and change management, ensuring tailored solutions that drive meaningful outcomes for each customer. Bristlecone is headquartered in San Jose, California, with locations across North America, Europe, and Asia. It is part of the Mahindra Group.

Learn more at Opportunity Employer

Bristlecone is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status

Privacy Notice Declarations for California based candidates/Jobs:: careers

Job Description: Client Partner – Google relationship

The Client Partner is the CEO of a portfolio of business who is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. Through their role, Client Partners focus on all aspects of client growth, relationship development, financial integrity, and quality delivery and execution of all engagements that drive organic growth and strong relationships.

This individual manages growth and evolution of multiple client relationships and can lead complex multi-dimensional engagements that combine consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas.

The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business to meet financial and client satisfaction targets.

Key Responsibilities

• Responsible for a portfolio of business in one of Bristlecone’s most strategic and fast growing relationships
• Responsible for sales of SAP and other supply chain and related services to the client.
• Focus on developing new relationships in the client organization and converting them to opportunities and deals.
• Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting.
• Accurately plan and forecast revenue growth to achieve their net revenue and margin targets.
• Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio.
• Continually increase knowledge of the client’s business (and industry) often serving as the client’s first line consultant.
• Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients.
• Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches.
• Effectively “on-board” new client relationships.
• Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation.

Qualifications:

• Relevant undergraduate degree required with advanced degree preferred.
• Unparalleled client relationship skills and business acumen – you must be able to earn Trusted Advisor status with clients.
• Experience in managing the Google relationship is highly desired.
• At least 10 years of experience in working with senior level client contacts.
• At least 5 years’ recent experience in growing and managing complex client relationships.
• Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

The Client Support Specialist is a client facing position. The Specialist I operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With knowledge in PG applications and business procedures, they are responsible for gathering client specific requirements to configure platforms for surveying.

The Client Support Specialist should feel comfortable explaining complex topics and conceptualizing how various solutions work in a variety of use cases. The right candidate for this role will have an analytical approach and be able to match solutions for unique client business needs. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.

• Work within the Client Support team to address client data, surveying, and reporting requests
• Facilitate the integration of business owner needs, and translate operational needs and workflow into system specifications and configuration requirements
• Capture client requirements to appropriately configure products to meet client needs
• Offer clients best practice workflow design and associated application configurations
• Use tools to configure, test and validate all patient experience products
• Responsible for client support throughout the implementation or on-going support cycle
• Prioritize workload and manage timelines to meet client target dates for projects and implementations
• Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
• Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed

• 1-2 years of relevant experience in information technology, health care, client facing project management or operations role
• Experience working at or working with health systems
• Excellent written and verbal communication skills are required
• Excellent analytical, organization and problem-solving skills
• Strong attention to detail
• Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
• Ability to handle stressful situations

• A bachelor's degree in economics, computer science, or a related field is required.

Could require work beyond regular business hours.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $50,000 to $54,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

Company Description

PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.
• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.
• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.
• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.
• Better together:We check our egos at the door. We work together, so we win together.

TheClientImplementation Manager will serve as the primary point of contact for clients and will coordinate all activities throughout the client's onboarding experience. Following a post-sales handoff, the ImplementationManagerwill own the implementation process throughthe go-livephase and handoff to theDeliveryTeams. ImplementationManager'sservean important rolefor setting clients up for success by partnering with key stakeholders tofacilitatefull alignment on project expectations including product needs, timelines, and implementation strategy. The high-level goal of the role is to instill client confidence and trust from day one through clear communication of product needs and timelines, and by keeping all parties (internal and external) accountable to deadlines to ensure a successful implementation.

Implementationsare highlycustomand involve large data sets, which require theClientImplementationManagerto act as a liaison between the various teams, both internalas well asexternal. The right candidate for this role will embody entrepreneurial thinking, take an analytical and strategic approach to eachclientengagement and the role itself, and will be a master of using good judgment and thinking on their feet.TheImplementationManagershould feel confident and comfortable explaining and conceptualizing how our various solutions work with a variety of unique client business needs. The role also requires an expert level of understanding in how hospitals and health systems function, the roles, and motivations of different parties within such clients and will learn how to navigate these complex organizations to ensure maximum alignment and client satisfaction.

Duties and Responsibilities

• Provides day to day oversight of the clientimplementation including understanding the clients' goals and use cases,recommend, andguideproduct configuration,helpset expectations, andestablishpriorities.

• Forms strong relationships with clients by serving as the primary point of contact for implementation,understandingand communicating client feedback internally.

• Partners with Delivery Team to ensure completion of product configuration,manage timeline for deliverablesand to setup clients for success.

• Collaborate between multiple departments and teams to reconcile competing priorities to maximize overall client satisfaction and project success.

• Brings in appropriatePGForstaexperts and creates seamlesshandoffto other departmentsand post implementation support.

• Identifyand escalate challenges and risks associated with implementation and client satisfaction to supervisor and other senior team members before problems become critical.

• Provides product overview and connectsclientwith training and education opportunities.

Qualifications

• Minimum 5years'of relevant experience in a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

• Excellent interpersonal,communications, listening, and presentation skills.

• Solid working knowledge of improvementmethodology, best practices, and data analytics

• Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.

• Ability to work in a fast-paced environment while prioritizing competing client needs.

• Obsession with customer experience including follow-up and problem resolution.

Education

Bachelor's degree and5years minimum ofprior relevant experiencein a client-facing project management, consulting, or operations role; ideally in a healthcare related field.

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At PG Forsta we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $85,000to $105,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus or commission tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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  Provide coaching, mentoring, and development opportunities to team members.
  
  
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  Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
  
  
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  Lead regular team meetings to communicate updates, share best practices, and address challenges.
  
  

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  Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  
  
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  Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  
  
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  Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  
  
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  Promote a client-first mindset throughout the team.
  
  

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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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  Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  
  
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  Monitor and track client service activities to ensure timely and accurate completion.
  
  
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  Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
  
  

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  Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
  
  
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  Identify opportunities for process improvement and implement changes to enhance operational efficiency.
  
  
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  Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
  
  

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  Develop and deliver training programs for new and existing client service associates.
  
  
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  Ensure team members are proficient in systems such as Schwab and Salesforce.
  
  
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  Facilitate cross-training to build team flexibility and coverage.
  
  
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  Maintain and update training materials and reference resources.
  
  

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  Lead or support department-level projects related to client service enhancements and operational improvements.
  
  
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  Track and report on key service metrics.
  
  
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  Provide regular updates to leadership on team performance, challenges, and successes.
  
  
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  Ensure compliance with internal procedures and regulatory standards.
  
  

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• Bachelor's degree in finance, business administration, or a related field.
  
  
• Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  
  
• Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  
  

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• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PTO & 11 1/2 Paid Holidays
  
  

• Ensure client success by providing oversight of assigned clients, including implementation, ongoing management, regular touchpoints and meetings.
• Understand client needs and ensure deliverables meet expectations, including KPIs and service levels.
• Act as liaison with client stakeholders to manage all aspects related to services provided by EVERSANA Medical Information Contact Center Medical Communications (EVERSANAMICC).
• Perform project escalations in a timely manner when client performance requirements are not met.
• Address client concerns in reference to products, services rendered or employee interactions.
• Serve as resource person for staff regarding the client, client procedures, and client product(s).
• Participate in client audits and collaborate with EVERSANA Quality to facilitate audits.
• Manage client invoicing.
  
  

• Mentor junior staff. Provide initial and ongoing training to staff.
• Ensure staff performance and proficiency across client product(s) & procedures.
• Monitor and update client resources to ensure staff has the most accurate and current information.
• Maintain client and client product information reference files.
• Proactively monitor work processes related to handling medical information inquiries, and assure compliance with client performance requirements of EVERSANA-MICC.
• Provide constructive suggestions and follow through with implementation of appropriate changes. This may include revising/updating content or processes to meet EVERSANAMICC service standards as well as the expectations and requirements of the client(s).
  
  

• Triage and respond to medical information inquiries from physicians, pharmacists, nurses, and other health care professionals, consumers, and payers. Utilize medical information skills to identify, research, and critically evaluate medical literature to create responses to medical information inquiries.
• Utilize writing skills for adverse event and product complaint narrative during intake as well as medical inquiry custom responses.
• Handle requests across multiple channels and platforms (phone, email, CRM, chat, etc.)
• Identify adverse events and product complaints during interactions with customers. Perform intake sufficient to generate adverse event and product complaint reports in compliance with EVERSANA-MICC and client standard operating procedures. Knowledge of FDA’s postmarketing adverse event reporting regulations and safety terminology. Ability to make accurate assessments regarding what information needs to be obtained and level or depth of information to be collected.
• Coordinate processes necessary for responding to product quality-related complaints. This process may involve interactions with personnel in the following departments: Quality Assurance, Regulatory Affairs, and the complainant.
• Maintain product, therapeutic area, and client specific requirements knowledge.
• Ensure good documentation, high quality, and excellent customer service.
• Medical writing and Medical Information content development. Provide medical writing to assist in drafting of Medical Information response documents [FAQs, Scientific Response Documents (SRDs), Custom Response Documents (CRDs)] and/or work collaboratively with medical writing team to develop these materials.  Staffing at scientific medical affairs booths.
• On-call responsibilities on an as assigned basis.
  
  

• Metrics: Maintain and contribute toward process improvement, which positively impacts metrics associated with activities of the Medical Communications Contact Center; metrics are subject to change annually or more often as deemed necessary.
• Customer Services: Maintain and improve customer services associated with activity of the Medical Communications Contact Center.
• Hours: Able to work full time and be flexible with work scheduling as required by clients and management.
• Travel: In general, this position does not travel; however, the incumbent will need to be able to travel up to 10%.
  
  

• Education: Pharm.D. Degree
• Experience and/or Training: One to two years of Medical Information and/or pharmaceutical industry experiences.
  
  

• Education: Advanced healthcare degree (preferred PharmD or higher).
• Experience and/or Training: 2-5 years of Medical Information and/or pharmaceutical industry experiences.
• Experiences in a Contact Center and Pharmaceutical industry environment.
• Skills in project management and time management.
• Technology/Equipment: Technology proficiency in the areas of telephony, Medical Information database, Microsoft Office, and video conference platforms.
• Knowledge: Therapeutic expertise. Ability to critically evaluate medical literature. Medical Information contact center systems and processes.
• Experience in Drug Information or a specialty area, particularly in Oncology, Hematology, Immunology, rare disease, Neurology, Cardiology, or other specialty.
• Positive Attitude and Energy – Exhibits an upbeat attitude, a genuine interest in others and a sense of humor. Energizes others and heightens morale through her/his attitude.
• Communication Skills – Possesses the ability to develop and articulate ideas and information that generate understanding and creates a climate that motivates and encourages others to participate.
• Innovator – Transforms creative ideas into original solutions that positively impact the company’s performance.
• Highly Principled – Proves to be a professional of unquestionable integrity, credibility and character who demonstrates high moral and ethical behavior.
  
  

Company Description

Press Ganey is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understand and meet the needs of their key stakeholders. Our earliest roots are in U.S. healthcare -perhaps the most complex of all industries. Today we serve clients around the globe in every industry to help them improve the Human Experiences at the heart of their business. We serve our clients through an unparalleled offering that combines technology, data, and expertise to enable them to pinpoint and prioritize opportunities, accelerate improvement efforts and build lifetime loyalty among their customers and employees.

Like all great companies, our success is a function of our people and our culture. Our employees have world-class talent, a collaborative work ethic, and a passion for the work that have earned us trusted advisor status among the world's most recognized brands. As a member of the team, you will help us create value for our clients, you will make us better through your contribution to the work and your voice in the process. Ours is a path of learning and continuous improvement; team efforts chart the course for corporate success.

Our Mission:

We empower organizations to deliver the best experiences. With industry expertise and technology, we turn data into insights that drive innovation and action.

Our Values:

To put Human Experience at the heart of organizations so every person can be seen and understood.

• Energize the customer relationship:Our clients are our partners. We make their goals our own, working side by side to turn challenges into solutions.

• Success starts with me:Personal ownership fuels collective success. We each play our part and empower our teammates to do the same.

• Commit to learning:Every win is a springboard. Every hurdle is a lesson. We use each experience as an opportunity to grow.

• Dare to innovate:We challenge the status quo with creativity and innovation as our true north.

• Better together:We check our egos at the door. We work together, so we win together.

This position will have a hybrid schedule to our South Bend, IN location Tuesday through Thursday and Monday and Friday working from home.

The Manager, Client Support is responsible for leading a support team to deliver outstanding client experiences through onboarding, system configuration, data handling, and ongoing support. This role ensures that client accounts are set up to specifications, routine support requests are resolved quickly and effectively, and team members are resourced and coached for success.

The Manager will act as a leader and problem solver, providing direction, escalation support, and oversight to ensure services are delivered on time, error-free, and aligned with contractual agreements. This role requires fostering strong cross-functional collaboration, maintaining high levels of customer satisfaction, and driving operational improvements within the support function.

Duties and Responsibilities

• Lead and oversee the daily operations of the client support team, ensuring delivery of exceptional service.
• Serve as an escalation point for client support issues, troubleshooting and facilitating service recovery as needed.
• Monitor workload and assign clients/projects to balance caseloads across team members, ensuring optimal utilization and expertise alignment.
• Provide direct leadership, coaching, career development, and performance management for support team members.
• Partner with market and business leaders to prioritize work, address client needs proactively, and maintain high client satisfaction.
• Ensure accounts are configured to client specifications and onboarding experiences are seamless.
• Continuously identify and implement process improvements to increase efficiency and quality in service delivery.
• Foster strong communication and collaboration with cross-functional departments to align with corporate goals and initiatives.
• Contribute to department and organizational goals, ensuring alignment with overall company strategy. Responsible for cascading the department and corporate goals and holding direct reports accountable to those goals. objectives.

Qualifications

• 5-10 years of experience in healthcare support, healthcare delivery, or client-facing roles within a related field.
• Familiarity with healthcare environments, including healthcare regulatory survey operations and survey tools/processes.
• Strong understanding of system configuration, data workflows, and support operations.
• Demonstrated project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Proven leadership experience with the ability to coach, develop, and motivate a team.
• Excellent communication, presentation, listening, and interpersonal skills.
• Strong analytical and problem-solving abilities with a proactive, solutions-oriented mindset.
• Commitment to delivering an exceptional client experience, including ownership of follow-up and issue resolution.
• Knowledgeable of all Microsoft Office Suite, Survey Design tools, Salesforce, Power BI, and Wrike will be a plus.

Education

• Bachelor's degree and5+years of relevant experience

Special Working Conditions

Flexible to work between the hours of 8AM ET and 5PM ET with adjustments based on business needs.

Special Physical Requirements

• Requires close visual acuity for computer work and reading.
• Physical activity includes crouching, reaching, walking, talking, hearing, and repetitive motion of hands, wrists, and fingers.
• Sedentary role with extended periods of sitting.

Direct Reports

Client Support Team Members

Don't meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Press Ganey we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Additional Information for US based jobs:

Press Ganey Associates LLC is an Equal Employment Opportunity/Affirmative Action employer and well committed to a diverse workforce. We do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, and basis of disability or any other federal, state, or local protected class.

Pay Transparency Non-Discrimination Notice - Press Ganey will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

The expected base salary for this position ranges from $81,000 to $136,000 annually. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus tied to achieved results.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here:legal-privacy/

• 
  
• Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.
  
• Maintain and update client records in Salesforce
  
• Schedule and confirm client meetings, prepare meeting materials, and follow up on action items.
  
• Maintain information in the CRM system including entering meeting notes and performing account maintenance tasks.
  

• 
  
• Process account openings, transfers, and maintenance requests.
  
• Assist with money movements, including wires, ACH transfers, journals, and check requests.
  
• Ensure compliance with firm policies and regulatory requirements.
  

• 
  
• Prepare reports, presentations, and documentation to support client reviews and financial planning.
  
• Coordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.
  
• Monitor and track client service activities to ensure timely completion.
  
• Interface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.
  

• 
  
• Manage advisor(s) calendars and schedule meetings.
  
• Handle incoming calls, emails, and correspondence professionally and promptly.
  
• Process and submit paperwork, checks, and securities in a timely manner, following to completion.
  

• 
  
• Attend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.
  
• Maintain internal client file integrity.
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  
• Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
• Performs all other duties as assigned.
  

• 
  
• High School diploma or equivalent experience. Administrative professional associate's degree or bachelor's degree in finance, Business Administration, or related field preferred.
  
• 1-3 years of administrative experience.
  
• Experience in the investment industry is preferred.
  

• 
  
• Medical, Dental, Vision, & Life Insurance
  
• 401(k) with a company match
  
• PT0 & 11 1/2 Paid Holidays
  

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the Technology, Media, & Communications (TMC) Portfolio Leader, this experienced executive will lead a specialized client portfolio across technology clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level technology industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

d24ad0b8-823f-4e68-a892-2986ccdf7392

Bringing smiles is what we do at TTEC...

for you and the customer.

As a VP, Client Success working remotely or at our principal place of business in Austin, Texas, you'll be a part of bringing humanity to business.

ExperienceTTEC What You'll be Doing Reporting to the SVP, Travel, Retail & CPG, this experienced executive will lead a specialized client portfolio across retail clients representing the TTEC Engage solution set.

The VP will nurture relationships with our clients to grow a profitable book of business leveraging your passion for – and in depth understanding of the modern customer experience landscape, deep expertise in operational excellence, and building client relationships.

As a client success executive, you should stay up to date on market trends impacting your clients' industries and work to understand and anticipate their business needs to position TTEC as a value-add strategic partner to best support their objectives.

To be successful in this role, you will ensure alignment between our organization's objectives and each client's needs to maintain and deliver profitable growth in your portfolio.

You will be responsible for orchestrating TTEC teams and individuals from marketing, sales, offers and solutioning, and delivery to successfully serve clients and grow your book of business profitably.

During a Typical Day, You'll Act as a visionary for your client portfolio with an in-depth understanding of CX delivery and technology-enabled solutions.

Have full P&L responsibility and for meeting/exceeding annual financial goals while making progress on longer-term financial performance.

Lead the development of the short and long-term business strategy to include expanded digitized offerings, geo expansion and solutions that align with your clients' business needs and market trends.

Work hand in hand with offering, solutioning and delivery teams to deliver on the strategies.

Review existing client relationships to ensure best practices are in place for client management, retention, and to position us for growth Create strategy for business growth and oversight of current business within the portfolio including achieving the businesses goals for sales, business development, and delivery across TTEC Engage Build and sustain internal and external relationships and have the stature and credibility to interface at senior levels.

Collaborate closely with other client portfolio leaders to share best practices, identify synergies and business opportunities that will benefit our clients and the company growth and financial performance.

What You Bring to the Role 15 years of business leadership experience, preferably in the customer experience industry In depth knowledge of customer experience with enterprise level Retail industry clients Combine vision, strategy and tactics to systematically grow the organization and customer development goals through creativity, ethical behavior and business builder techniques.

Sophisticated understanding of the sales process, contact center operations, and financial metrics of successful service delivery while bringing a proven approach for how to optimize a large scale, distributed environment.

A problem solver with demonstrated success influencing, managing and being part of matrix organizations.

Accustomed to serving large / complex Fortune 500 clients in an extremely fast-paced environment Someone who galvanizes the team, excites the masses about one's vision / operational plan, and balances being a take-charge leader with having a collaborative approach COMPENSATION & BENEFITS The anticipated starting salary range for individuals expressing interest in this position is $170,000-$210,000.

This position is eligible to participate in a sales incentive program.

Actual compensation offers to a candidate may vary based upon geographic location, work experience, education and/or skill levels.

Benefits available to eligible employees include the following: Medical, dental, and vision Tax-advantaged health care accounts Financial and income protection benefits Paid time off (PTO) and wellness time off About TTEC For nearly 40 years and counting, we've combined service design, strategic consulting, technology platforms and operations excellence to deliver experiences that captivate customers and dramatically improve the bottom line.

We help companies reduce customer effort, enable contact center employees, and continuously optimize business outcomes through digital CX transformation.

TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams.

We strive to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity.

We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work.

As a global company, we know diversity is our strength because it enables us to view things from different vantage points and every individual to bring value to the table in their own unique way.

But don't take our word for it, check out some of the diversity and women in leadership awards on .

d24ad0b8-823f-4e68-a892-2986ccdf7392