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This role owns the financial operations of the business and supports sales execution so momentum, cash flow, and client confidence are never constrained by the founder.

You operate as a trusted proxy for the founder, with real authority over financial execution, revenue operations, and client follow-through. If it touches money, forecasting, invoicing, payroll, or sales follow-up, you own it.

This is a role for someone who brings judgment, professionalism, and calm authority, not someone waiting for direction.

Primary Responsibilities:

1. Financial Ownership & P&L Visibility (Primary)

You fully own day-to-day financial operations and clarity, including:

• End-to-end ownership of P&L accuracy and visibility
• Payroll execution and review
• Accounts payable and vendor payments
• Invoicing, accounts receivable, and payment follow-up
• Credit card and expense reconciliation
• Management of the accounting inbox and all financial communications
• Reducing outsourced accounting work by 80%+ through internal ownership
• Designing and enforcing clean, repeatable client onboarding and invoicing processes
• PO creation and follow-up to ensure engineering work starts without delay

The founder does not monitor QuickBooks, AR/AP, payroll, or invoice status.

2. Project Accounting, Forecasting & Cash Control

You ensure financial reality is always visible, current, and actionable.

This includes:

• Project-level financial tracking
• Revenue and cash flow forecasting
• Clear visibility into:
• When revenue is expected
• When cash is received
• Where timing, scope, or margin is drifting
• Surfacing risk early—before it becomes disruptive
• Providing clean inputs to support hiring, spending, and delivery decisions

This role exists to keep the business on offense, not reacting late.

3. Sales Execution Support & Revenue Operations

You support sales by ensuring nothing stalls due to lack of follow-up, organization, or discipline.

This includes:

• Owning inbound lead follow-up from website and HubSpot
• Prompt, professional calling and emailing of warm leads
• Ensuring every lead and deal has a clear next action
• Booking meetings without founder coordination
• Maintaining CRM discipline with zero stale deals
• Supporting phone and inbox management related to sales follow-up
• Coordinating with marketing, HubSpot workflows, and WordPress as needed

You are not the closer.

You ensure closers stay focused, prepared, and unblocked.

4. Client Experience & Professional Representation (Non-Negotiable)

You own the client journey from first contact through billing and project kickoff.

This includes:

• Managing onboarding from PO through project start
• Sending and tracking W-9s, ACH/wire details, intake forms, and onboarding materials
• Setting clear expectations around billing, milestones, and payment timing
• Acting as the primary point of contact for billing clarity and follow-through
• Ensuring a clean handoff from Sales to Engineering and Operations

This is a client-facing role.

Professionalism, clarity, confidence, and consistency are required.

Clients should consistently feel:

• Trust
• Control
• Competence

Every interaction matters.

Tools & Systems

• QuickBooks (P&L, invoicing, AP/AR, project accounting)
• HubSpot (CRM, pipelines, dashboards, follow-ups)
• Microsoft 365 (Outlook, Teams, OneDrive)
• ADP (Payroll – training provided)
• Calendly
• AI tools including ChatGPT, , Fireflies, and Zapier

Required Experience & Profile

This role is for someone with ownership-level experience, not support-only exposure.

Required:

• 2–10 years of experience in one or more of:
• Finance Operations
• Revenue Operations
• Accounting or Controller support
• Client Operations
• Sales Operations
• Experience working closely with a founder or senior executive
• Proven comfort owning money, follow-up, and decisions
• Hands-on experience with:
• Invoicing, AR, and AP
• Financial operations and reporting
• CRM systems (HubSpot preferred)
• Strong written and verbal communication
• Calm, professional presence in client and vendor conversations
• Ability to exercise judgment without constant escalation

Preferred:

• Degree in Business, Finance, Accounting, Operations, or related field
• Experience in manufacturing, engineering, or project-based businesses
• Experience representing a company in financial or client-facing discussions

What This Role Is Not

• Not an administrative-only role
• Not calendar management as a primary function
• Not a “wait for instructions” position

This role requires ownership, discretion, and polish.

Success Looks Like

• The founder trusts the numbers without hesitation
• Financial risk is visible early
• Clients experience clean, professional follow-through
• Sales momentum is supported without founder involvement
• The business runs cleaner, calmer, and faster

Join our team as a Client Operations Associate and become the backbone of our sales operations. You'll handle a wide range of tasks from processing sales orders and invoices to managing returns. Your attention to detail will shine as you calculate freight costs and coordinate shipments, ensuring smooth logistics for our team.

With a focus on collaboration, you'll interact with managers, sales representatives, customers, and vendors to facilitate seamless communication and allow our sales team to exceed our gross margin quota. Additionally, your proactive approach to customer service will be essential as you follow up on orders, provide tracking information, and ensure client satisfaction. If you're ready to play a vital role in driving sales success and delivering exceptional service, this role offers a platform for growth and impact within our team.

Be Ready To…

Order & Transaction Processing

• Actively monitor the incoming requests to process sales orders, purchase orders, invoices, and returns according to company policies and procedures
• Handle RMAs, RTVs, and commercial invoices
• Handle Accounts Receivable follow-up with customers
• Calculate freight costs and coordinate courier/ LTL shipments
• Manage most aspects of inbound purchases for the team

Communication & Customer Service

• Interact with managers, sales representatives, customers, and vendors via email, telephone, and face to face
• Communicate with customers to follow up on orders; send tracking information and credit card receipts

General Support & Special Projects

• Answer phone calls from the inbound company call queue
• Ad hoc projects as assigned

What You Bring to Summit 360:

• Associate or bachelor’s degree preferred
• 1-3 years of experience in an administrative role preferred
• Impeccable attention to detail, accuracy, and organization skills
• Excellent time management, problem solving, and prioritization skills
• Disciplined work ethic with the innate ability to take initiative
• Working knowledge of Microsoft Office Suite
• General understanding of logistics coordination - domestic and international
• Excellent oral and written communication skills
• Exceptional customer service skills
• In depth understanding of and ability to follow processes
• Positive, can-do attitude with a focus on collaboration

What We Do for You:

• Competitive Compensation. We hire well, so we pay well. Why do it any other way?
• Remote Work Environment (with the option for hybrid). Because it works!
• Generous PTO (Paid Time Off) Plan & Paid Holidays. Have a life outside of work! We beg you!
• Medical, Dental, & Vision Benefits. We want our people to be healthy and happy. 
• Company-sponsored long-term disability & life insurance. If something happens, you will not need to worry.  
• 401k. Ensuring that after a long career with us, you will be taken care of.
• Paid Bonding and Pregnancy Leave. As your family grows, we have you covered!
• Casual Dress Policy. We value individuals and individual choice. 
• Modified Summer Schedule. We get our work done in fewer hours so we can start the weekend early.
• Financial assistance for professional development opportunities. We want our company and our people to grow together.
• Fun company-wide outings. Because it’s important to connect outside the office!
• Company Volunteer Opportunities. Help us give back to our community on company time.
• The Best Team! It’s all about the people.

Compensation range: $20-25/ hour

Visit us at   to learn more about our company! 

Open to candidates located near Eagan, MN or Sioux Falls, SD. While this role is eligible to work remotely, there may be instances when the employee is expected to go into our Eagan, MN office.

Summit 360 is an Equal Opportunity Employer. We pride ourselves on hiring the best person for the job, regardless of race, sexual orientation, gender identity, disability, age, veteran status, or national origin. We do not tolerate harassment or discrimination based on these categories.

ProSidian Consulting seeks a Management and Operations Consulting Senior Manager to lead and support design, development and delivery of client solutions for the Firm's Consulting Practice. The Senior Manager plays an integral role in successfully designing, planning and executing client engagements and building the firm's reputation for quality service. This includes researching, pursuing, and documenting possible business opportunities; supporting and managing our proposal development process; managing client relationships and deliverables; and developing teams while communicating with appropriate stakeholders.

The Senior Manager is responsible for business development, client engagement management, thought leadership, market presence, and team-building/leadership of Management Consultants. ProSidian's business development initiatives include but are not limited to proposal writing, responding to requests for information/sources sought, client presentations and capabilities briefings, attending industry and client conferences and general meetings, and creating awareness of the firm.

This position will identify solutions to important client challenges/opportunities, produce results for engagement team deliverables and internal firm initiatives, drive change and impact client outcomes. The Senior Manager provides oversight and management of professional consultants to insure consistent, high quality service delivery in a cost effective manner for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

Although daily activities may change and evolve, the following represents initial primary areas of activity: 15% Internal Operations Focus, 45% Business Dev Initiatives, 45% Client Service. Other responsibilities include, but are not limited to, working with other consultant practices and company business units, interfacing with contract On-Demand resources, and working with other Engagement Team Members (new employees, fellows, contractors, and collaborating partners) to develop or support business opportunities.

Industry Focus: Strategically diversified services offered by ProSidian Consulting for Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.

Business Development:

• Actively participate in business development activities, by coordinating and/or leading proposal or engagement teams while creating strong working relationships with clients.
• Develop a sales strategy that identifies targeted accounts, account planning, consulting service product packaging, proposal development, proposal delivery, and processes for closing the deal.
• Implement a strategic sales action plan which clearly demonstrates target goals and sales success and manage practice action plans to grow sales, create new service offerings and offer thought leadership to find solutions to important client challenges.
• Provide leadership to ensure consistent, high quality and cost effective service delivery.
• Responsible for conducting follow-up calls and visits as required for maximizing a strong close ratio.
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Work with business development teams to close new sales opportunities.
• Any other Business Development responsibilities as required

Client Engagement Management:

• Build, develop and maintain long-term relationships with clients at the C-Suite level.
• Conduct quantitative and qualitative analysis, including financial or business modeling, and coordinate and execute research, data collection, and analysis
• Create a services mix that demonstrates a high-level of professionalism and a clear understanding of a client's unique business needs.
• Develop and offer services that reflect an understanding of a client's unique business needs and offer client market specific solutions that are measurable.
• Develop, Implement and present solutions and recommendations
• Engagements will address a wide range of strategy and business issues that may include strategy sessions, strategic planning, and evaluation strategic client initiatives.
• Structuring and performing analysis, and conducting primary research, to uncover the insights that support our recommendations to clients
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Any other Client Engagement Management responsibilities as required

Thought Leadership:

• Assist the firm in efforts to strengthen market presence such as bylining articles, speaking at key conferences, and publishing.
• Be an active participant within a team that provides thought leadership, project support artifacts and analytical concepts for use within the practice.
• Presenting at team and client meetings, and determining the most practical way to drive lasting results based on your insights
• Provide thought leadership to deepen and expand the firm's product offerings and client solutions.
• Researching and creating Frameworks to deliver solutions that solve problems and enhance client operations
• Support and contribute to the development of intellectual capital for the firm.
• Any other Thought Leadership responsibilities as required

Personnel Management:

• Consultants will include a mix of independent contractors as well as employed subject matter experts as business needs dictate.
• Develop, coach and recruit talented consulting team members.
• Lead engagement teams on complex projects and develop junior team members
• Responsible for contributing to employee performance appraisals or annual contract employee reviews.
• Responsible for project management oversight, supervision, and leadership and building a team of consultants who deliver quality projects in consulting area.
• Any other Personnel Management responsibilities as required

Collaboration and Team Building:

• Assume ownership of projects while simultaneously leading a team.
• Comfortable reporting and working in a matrix organization.
• Delegate or accept delegation to promote client engagement opportunities and/or client relationships.
• Performs other duties as assigned.
• Supporting and leading business development initiatives and proposal writing
• Taking on stimulating challenges including corporate and business unit strategy, regulatory compliance initiatives; business process reviews, assessments, and improvement initiatives; organizational effectiveness and optimization, and training and talent management initiatives.
• Any other Collaboration and Team Building responsibilities as required

Senior Managers generally have a BA or equivalent qualification, an MBA or equivalent degree, and 10-15 years' experience including managing large global projects with at least 50% in Management and Operations Consulting. These professionals perform roles of solution and technical architects for new business development while also responding to new and current client needs, providing oversight on engagement operations, and managing client relationships.

Lead and pilot on engagement pursuits. Engagement manager; manager of day-to-day client relationship; aligned to industry or functional domain. Your skills & behaviors that demonstrate success include all activities from previous levels (Level 1, Level 2, Level 3, & Level 4). There are three stages to Senior Managers at Level 4 (Senior Manager 4.1, Senior Manager 4.2, & Senior Manager 4.3)

A successful Senior Manager level professional at ProSidian is able to oversee multiple engagements and multitask on internal operations and engagement requirements deliverable service quality. The Senior Manager level professionals that excel are comfortable in a small, dynamic, yet growing environment where Management and Operations Consulting entails multiple types of engagements and activities focused nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

• Teamwork ability to foster teamwork collaboratively as a participant, and effectively as a team leader
• Leadership ability to guide and lead colleagues on projects and initiatives
• Business Acumen understanding and insight into how organizations perform, including business processes, data, systems, and people
• Communication ability to effectively communicate to stakeholders of all levels orally and in writing
• Motivation persistent in pursuit of quality and optimal client and company solutions
• Agility ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
• Judgment exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
• Organization ability to manage projects and activity, and prioritize tasks

• Business Tools understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
• Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors

Role Overview: Provide first-line operational support to UAS clients and aircraft operators by managing initial service requests, coordinating follow-ups, and ensuring the timely delivery of all required services to support seamless operations and encourage repeat business.

Key Responsibilities:

• Receive and acknowledge new requests; and prepare new trip files ensuring necessary information has been received.
• Liaise with Flight Planning as required to define planned routing; verify and plot the route using in-house software.
• Prepare and transmit permit, PPR, slot requests, ground handling and fuel requests and deal with all vendors in support of your client’s operation.
• Ensure that agents and vendors selected are correct for the tasks for required and in line with company policies.
• Prepare and provide detailed handovers for the next shift, as coordinated by the SOM/QCM/SOS.
• Provide careful flight watch of every client operation. The tracking of flights on a live basis is as important as getting the planning stage correct.
• Provide regular status and progress updates to clients in relation to the confirmations and approvals of their required services.
• Provide a clear and comprehensive final flight briefing document to the client, in liaison with flight planning when applicable.
• Consistently plan and process client requests accurately and efficiently in full compliance with statutory requirements and company policies, as outlined in the SOP Manual and associated guidelines.
• Ensure flight records are clear, accurate, and complete to support correct and timely client billing.
• Coordinating with CAAs, Agents, Handlers, FBOs and associated third party vendors to follow up specific requests, ensuring attention to detail throughout the process.
• Communicate clearly, professionally, and promptly with all internal and external stakeholders involved throughout the process.
• Use company systems and references at all times, so as to capture latest information and maximize efficiency.
• Answer all inquiries from clients relating to operational feasibility requirements.
• Support clients, offer them alternatives when their requests cannot be facilitated. Exhaust all options in meeting a client’s expectations.

Skills and Qualifications:

• Minimum three years’ hands-on experience in business aviation Trip Support Operations is required.
• Proven track record in coordinating international flight operations, including permits, slots, PPRs, ground handling, and fuel arrangements across multiple regions.
• Strong understanding of international aviation regulations, statutory requirements, and compliance standards related to overflight/landing permits and airport operations.
• Familiarity with coordination protocols with CAAs, FBOs, agents, and third-party vendors, ensuring seamless communication and service delivery.
• Proficient in utilizing aviation support software and internal CRM/Operations Platforms to accurately document, manage, and process trip data efficiently.
• Good communication and interpersonal skills, with the ability to handle high-pressure situations, problem-solve in real time, and provide client-centric solutions.
• Detail-oriented and highly organized, with a demonstrated ability to manage multiple tasks effectively across different time zones and shift schedules.
• Committed to maintaining accurate flight records and ensuring clear handovers to support internal billing and shift continuity.

Location: Lyndhurst, NJ (in-office preferred; flexibility may be available depending on fit)

Type: Full-time

About Tekcard Payments

Tekcard Payments is a payment processing and technology company supporting merchants nationwide and a growing ISO/partner channel. We run a fast-paced operation where everyone wears multiple hats and client experience matters.

The Role (Not Generic “Customer Service”)

We’re hiring a Payments Client Services Analyst to support merchants and partners across day-to-day servicing, onboarding coordination, and light operations tasks. This is a B2B, finance-operations style support role—ideal for someone coming from banking, accounting support, fintech, merchant services, or other detail-driven client operations.

You will handle merchant requests, coordinate with internal teams (Underwriting/Risk/Tech/Accounting), and keep accounts moving. You may also support our Premier ISO/Partner channel with status updates, documentation requests, and basic system tasks.

What You’ll Do

• Merchant Support (B2B): Handle inbound merchant questions via phone/email/ticketing—funding/deposit questions, batching, statements, charge schedules, and general account support.
• Partner / ISO Channel Support: Assist partners with onboarding status, missing items, and basic platform/process questions (with clear escalation paths).
• Light Operations / Account Maintenance: Update merchant profiles (bank updates, ownership changes, contact changes), help key/confirm data in internal systems, and ensure clean documentation.
• Issue Triage + Escalation: Identify what’s a client education issue vs. a technical issue vs. a risk/underwriting issue; escalate with clean notes and supporting details.
• Chargeback/Dispute Assistance: Guide merchants on dispute documentation and timelines; route cases appropriately.
• Documentation & Case Notes: Maintain accurate notes, checklists, and follow-ups so nothing falls through the cracks.

You’re a Strong Fit If You…

• Communicate clearly and professionally (written + verbal).
• Are organized and comfortable working multiple queues at once.
• Like structured work: checklists, documentation, clean notes, follow-ups.
• Can learn systems quickly (CRM/ticketing, portals, spreadsheets).
• Can stay calm when a merchant is stressed about money/timing.

Relevant Backgrounds That Translate Well

We’re intentionally trying to avoid “retail-only customer service.” Strong backgrounds include:

• Bank branch operations, deposit ops, treasury support, ACH support
• Accounts receivable / billing support / client accounting support
• Mortgage servicing support / loan operations / escrow processing
• Merchant services support, fintech support, payment operations
• B2B customer support where accuracy + documentation mattered

Requirements

• 1–3+ years in a client-facing operations role (banking, fintech, accounting support, merchant services, etc.)
• Strong attention to detail and comfort with systems + Excel/Google Sheets
• Ability to handle sensitive information with professionalism and discretion

Nice to Have

• Payments/merchant services exposure (funding, batching, statements, chargebacks)
• Experience supporting partners/agents/ISOs (B2B channel support)
• Familiarity with onboarding workflows and verification steps
• Equal Opportunity Employer: Tekcard Payments is an equal opportunity employer.

Giesecke+Devrient is a growing, German international security technology company operating in the fields of digital security, financial platforms, and currency technology. G+D ePayments manages and secures billions of digital identities throughout their entire life cycle. Our products and solutions are used by commercial banks, mobile network operators, car and mobile device manufacturers, business enterprises, transit authorities and health insurances and their client’s every day to secure payment, communication and device-to-device interaction. G+D ePayments is a technology leader in its markets and holds a strong competitive position.

JOB SUMMARY

The Client Success Manager II (CSM II) is responsible for providing the highest level of quality service, and ensuring for excellent internal and external communication to support our Client’s day to day requirements and specifications. The CSM II seeks to understand the client needs and suggests the appropriate solutions, products, and services to best meet those needs in collaboration with Sales. The CSM II is responsible for successful execution of client projects and serves as the direct daily liaison between the client and internal stakeholders.

The CSM II responsibilities also include processing orders; inventory management; coordinating with Other CSMs, production, scheduling and logistics teams; and invoicing. This position requires direct interface with internal stakeholders in a variety of departments, collaborating to ensure for a timely, accurate, and excellent client delivery experience. A high level of responsiveness, attention to detail, and service is required for all duties.

Duties and Responsibilities:

• Act as the lead point of daily contact for any and all matters specific to assigned client accounts.
• Serve as a subject matter expert as it relates to a key client segment in G+D’s Client portfolio and assist in shaping the client experience for this segment
• Act as a liaison between assigned Clients and G+D team to provide first level Client support, coordinating both internally and externally as required
• Anticipate Client needs based on market changes and payment association guidelines and plan to harmonize changes across impacted clients proactively and accordingly
• Manage communication with the Client and track work in progress (WIP) items on a G+D Client dashboard; lead standing client calls to review and update all WIP items
• Aggregate, monitor, analyze, and report performance metric results
• Support new Client onboarding activities, in collaboration with Sales and other stakeholders
• Facilitate and lead card and project design, technical, and implementation meetings, collaborating with SMEs, as required
• Coordinate and attend client Business Reviews, as required, presenting details that illustrate account health and activity
• Review forecasted volumes with actual orders and manage updates with Clients, Sales, Demand Analysts, and Operations
• Use the ERP system and other G+D tools to independently execute tasks and support communication and information gathering
• Work with G+D Systems (such as JIRA and SAP) to advise on Change Requests as they relate to Client requests or G+D-driven changes affecting the Client; ensure for accuracy and completeness and consult where necessary
• Establish IT development/project workback schedules through direct communication with the Production IT, Operations and Billing teams
• Coordinate Client on-site visits for press validations, audits, and/or tours ensuring all relevant departments are aware and can support the Client expectations
• Manage the processing of Client sales orders to include order confirmation and compliance verification for feasibility, product/material availability, schedules, and other relevant areas
• Establish production and delivery schedules through direct communication with the Planning and Scheduling group, or other G+D manufacturing facilities as needed
• Support issuance requirements for client portfolios and assist clients to manage forecast and inventory to ensure no interruption to issuance
• Support clients with inventory management by providing weekly or monthly inventory reports/order status reports, as required
• Assist with submission and acceptance of orders to and from the LB (Load Balancing) program to track orders with other G+D production sites, including any claim handling
• Support Finance Department for preparation of month end invoicing and in validating correct pricing
• Manage the end-to-end process of collateral procurement on behalf of clients (from PO Requisition, to proofing, to invoicing)
• Verify pricing on Client PO’s vs. quotations and/or Clients contracts
• Coordinate with internal Shipping department to ensure for accurate and on-time delivery
• Serve as first line of Client support for incident reporting and incident management, following up and supporting, as required, to see the issue through prompt resolution
• Work closely with the Quality team to assist with Client incident investigations, collaborate on root cause and corrective actions
• Identifies upsell and cross-selling of G+D products and services and refers opportunities to Sales.
• Demonstrated advanced and independent working knowledge and understanding of all end-to-end processes across varying client types
• Demonstrated advanced and independent working knowledge of both card body manufacturing and service bureau/fulfillment (as demonstrated by action and/or via certification)
• Demonstrated ability to serve as a thought leader, influencer and successful people manager as it relates to driving best practices and action on behalf of clients
• Demonstrated successful relationship management and ownership of complex, top-tier clients

Qualifications:

• Bachelor’s degree, preferred
• 5 years of experience in a similar or related, client-facing role
• Excellent organization, planning, and multitasking skills, with high attention to detail
• Efficient communication skills and excellent command of English, both written and verbal
• A self-motivated team player with ability to interact in a collaborative manner
• An ability to be unfailingly civil and respectful to both internal and external Clients
• A self-starter with excellent problem-solving skills and a continuous improvement mindset
• Proficient and independent user of Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• General understanding of ERP system functionality with respect to order processing, inventory management, status monitoring and receiving
• Flexible to work outside of standard business hours, when needed, as well as willing and able to travel (up to 10%)
• Experience with SAP, strongly preferred
• Card and/or payment industry experience, strongly preferred
• Printing experience, strongly preferred
• Other duties as assigned

BENEFITS INCLUDE

Medical (PPO and HDHP with HSA), dental, Vision, PTO, paid holidays, 401k with employer match, short/long term disability, life insurance, healthcare and dependent care flexible spending, EAP, commuter benefits, education assistance and more.

Client Engagement Coordinator

Client Engagement Operations & Sales Support (Onshore)

We are seeking a detail-oriented and proactive Client Engagement Coordinator to support client engagement operations, lead management, and sales execution. This role works closely with Client Partners and cross-functional teams to help track leads, maintain pipeline visibility, and ensure follow-through across client engagement activities.

This position is ideal for someone early to mid-career who is looking to grow in sales operations, client engagement, or consulting operations, and who thrives in an organized, execution-focused role.

This is an onshore, Chicago-based role reporting to the VP of Client Engagement, with a hybrid work model out of our Westmont, IL office. Client Engagement Manager Onsho…

Core Role Purpose

Support Client Engagement operations by coordinating leads, maintaining CRM accuracy, and assisting Client Partners with pipeline tracking and follow-ups.

Help ensure consistency, organization, and visibility across sales and client engagement activities.

Reduce administrative and operational burden on Client Partners so they can focus on client relationships and revenue growth.

Key Responsibilities

Lead Coordination & Pipeline Support

• Assist in managing incoming leads from various sources (marketing, partners, referrals, events, etc.).
• Support lead assignment, tracking, and status updates within Salesforce and HubSpot.
• Work with Client Partners to:
• Track follow-ups and next steps
• Monitor pipeline movement and aging
• Ensure activities and notes are properly logged
• Help maintain accurate CRM data to support reporting and forecasting.

Sales Operations & Reporting Support

• Assist with preparation of pipeline reports, dashboards, and scorecards.
• Support weekly and monthly pipeline review processes.
• Help identify gaps in follow-up, data quality, or process adherence.
• Provide administrative and analytical support to sales and engagement leadership.

SOW & Renewal Coordination (Support Role)

• Assist with the preparation and tracking of Statements of Work (SOWs).
• Help monitor renewal timelines and flag upcoming renewals.
• Coordinate documentation and approvals with Sales, Finance, Legal, and Delivery teams.

Pre-Sales & Proposal Support

• Support proposal development, pricing inputs, and deal coordination.
• Help gather inputs from internal teams and ensure timely submissions.
• Assist with staffing models and deal documentation.

RFP / RFI / RFQ Support

• Assist in coordinating RFP, RFI, and RFQ responses.
• Track deadlines, inputs, and submission requirements.
• Help ensure responses are complete and submitted on time.

Salesforce Hygiene & Process Support

• Support Salesforce data hygiene by:
• Updating lead and opportunity records
• Logging activities and notes
• Assisting with forecast updates
• Help maintain standard sales and engagement processes.
• Identify process gaps or inefficiencies and escalate opportunities for improvement.

Cross-Functional Coordination

• Act as a coordination point between Client Partners and internal teams including:
• Delivery & Practice Leaders
• Finance, Legal, Talent, and Operations
• Help ensure information flows smoothly across teams during sales and engagement cycles.

Required Qualifications

• 2-5 years of experience in sales operations, client engagement, account coordination, or a related role
• Experience working with CRM tools (Salesforce preferred)
• Strong organizational skills and attention to detail
• Comfortable working with data, tracking tasks, and managing follow-ups
• Strong written and verbal communication skills
• Interest in growing a career in client engagement, sales operations, or consulting
• Background or exposure to IT consulting, technology services, or B2B environments is a plus
• Local to Chicago, IL with ability to work hybrid from the Westmont office

Benefits

• 100% free medical insurance, including dental and vision
• 50% contribution for dependents
• 401K Option
• Paid holidays, Sick leaves, Accrued holidays etc.

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/

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/

• Lead, coach, and develop a high-performing Operations & Data Management team, providing regular feedback, performance evaluations, and career development opportunities.
• Foster a culture of accountability, continuous learning, and collaboration.
• Ensure new team members are effectively onboarded and trained across all relevant systems and processes.
  
  

• Oversee daily operations of and client communications to ensure accuracy, timeliness, and compliance with service level agreements (SLAs).
• Monitor team workload and proactively adjust task assignments to meet volume demands and service expectations.
• Serve as the point of escalation for complex client or customer issues and ensure timely resolution.
  
  

• Partner with leadership to identify, recommend, and implement process improvements that enhance productivity, quality, and client satisfaction.
• Utilize metrics and KPIs to monitor team performance, drive operational improvements, and report progress to senior leadership.
• Lead initiatives to document, standardize, and optimize workflows, including SOPs and work instructions.
  
  

• Act as a liaison between various cross-functional teams including Distribution Operations, Supply Chain, Order to Cash, Finance, IT, Serialization, and Client Success to support seamless daily execution/escalations.
• Participate in strategic planning and special projects to support departmental and organizational goals.
  
  

• Ensure a positive client experience through consistent service delivery, proactive communication, and timely issue resolution.
• Represent in client calls or meetings as needed to address operational updates or performance discussions.
  
  

• Maintain adherence to internal controls, data accuracy standards, and regulatory compliance related to order processing and client communications.
• Monitor system and process integrity, ensuring pricing, credits, and order entry are executed without errors or delays.
  
  

• Support hands-on execution of operational tasks during peak periods or resource gaps.
• All other duties as assigned
  
  

• Execute the goals established by the business and department to ensure client delight.
• Effectively delegate tasks, responsibility, and accountability to teams to ensure execution is performed to a standard of excellence.
• Lead their team and improve the quality of the departments work product.
• Assess and determine appropriate personnel and structure to accomplish necessary day-to-day functions.
• Interview, select, and supervise the activities of the department staff within the confines of stated business goals and company policies & procedures.
  
  

• Bachelor’s degree or equivalent combination of education and experience.
• 7+ years of customer service experience within the healthcare or pharmaceutical industry, with a demonstrated ability to drive team performance and client satisfaction.
• Minimum of 4 year of supervisory experience, preferably in a high-volume, fast-paced environment such as a call center.
• Proven ability to interpret and apply business insights from industry publications, regulatory guidelines, and technical documentation.
• Strong analytical skills with the ability to interpret data, identify trends, and make informed decisions.
• Demonstrated problem-solving capabilities, including the ability to assess complex situations and implement effective solutions.
• Ability to lead both independently and collaboratively, fostering a high-performance team culture.
• Collaborative leadership style with a focus on cross-functional alignment and shared success.
• Exceptional verbal and written communication skills, with the ability to influence and engage stakeholders at all levels.
• Consistently presents a polished, professional image and models executive presence.
• Strong customer-centric mindset with a commitment to service excellence.
• Highly organized with the ability to manage multiple priorities and deadlines effectively.
• Dependable and accountable, with a track record of delivering results.
• Proficient in managing administrative workflows and optimizing operational processes.
• Deep understanding of customer service principles and best practices.
• Positive, energetic leadership presence that inspires and motivates teams.
• Skilled communicator who fosters clarity, alignment, and trust.
• High integrity and ethical standards; lead by example and builds credibility through actions.