Client Operations Remote Jobs in Usa

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

Operations & Client Experience Manager- Lead a new location | $60K base + performance incentives | $90K+ OTE

Bay View Shade & Blind | Cottage Grove (Madison Area)

Bay View Shade & Blind has been helping people live in comfort, style, and peace since 1926. What started in Milwaukee’s Bay View neighborhood has grown across three generations — built on quality, integrity, and doing right by the customer.

Now, we’re opening a new location in Cottage Grove, and we’re looking for the right person to launch it, lead it, and make it exceptional.

This is not a back-office role. This is a leadership position for someone who loves people, thrives on organization, and knows how to turn great service into strong results.

Compensation

• Base salary starting at $60,000
• Performance-based bonus with strong upside
• On-target earnings of $92,000+
• Bonus scales with location performance — strong results earn more

The Role

As the Operations & Client Experience Manager, you are the day-to-day leader of our Cottage Grove showroom.

You own the customer experience from the moment someone reaches out — through design, installation, and follow-up. You keep operations tight, communication clear, and the team aligned. You set the tone, the pace, and the standard.

You’ll work closely with:

• Design Consultants
• Installers
• Vendors
• Bay View Shade & Blind headquarters

…and you’ll be trusted to run the location with professionalism, urgency, and care.

What You’ll Be Responsible For

Creating a Premium Client Experience

• Welcome and assist walk-in customers and showroom appointments
• Ensure every interaction feels warm, professional, and on-brand
• Maintain a clean, organized, inspiring showroom
• Ensure customers feel informed, cared for, and confident

Sales Support & Lead Management

• Respond quickly to phone, email, and web inquiries
• Qualify leads and schedule in-home consultations
• Follow up on warm leads, past clients, and missed opportunities
• Provide feedback on lead quality and local performance

Scheduling & Operations

• Coordinate installations, service calls, and repairs
• Confirm appointments and ensure payment readiness
• Track orders, timelines, and customer files accurately
• Communicate changes clearly with customers and internal teams
• Coordinate remakes and resolve issues proactively

Leadership & Accountability

• Lead and support a small team (2–3 employees)
• Set expectations for professionalism, urgency, and follow-through
• Handle challenges calmly and solution-focused
• Act as the face of Bay View Shade & Blind in the local community

What Success Looks Like

• Customers leave reviews saying, “That was easy — and impressive.”
• Schedules run smoothly with minimal errors
• Leads are handled promptly and professionally
• Revenue and margin goals are consistently pursued
• The showroom reflects pride, order, and care
• The team knows what “great” looks like — because you model it

What We’re Looking For

• 2+ years of experience in operations, showroom management, inside sales, or customer service
• Experience managing people and sales support
• Strong organizational and computer skills (CRM, scheduling tools, spreadsheets)
• Confidence working independently and juggling multiple priorities
• Clear communicator who stays calm under pressure

Experience That Will Help You Succeed

• Experience in home services, remodeling, interior design, or luxury retail
• Experience coordinating installations or field teams
• Prior leadership or team lead experience

Why This Role Is Different

• You’re not maintaining something — you’re building it
• You’ll have real ownership and visibility
• You’ll work for a values-driven, family-owned company
• Your impact will be felt immediately — by customers and teammates

This role may not be the right fit if:

• You’re happiest in roles with a very narrow or highly specialized focus
• (This position spans customer experience, operations, and team leadership.)
• You prefer to work primarily behind the scenes rather than engaging with customers and teammates throughout the day
• You’re looking for a position with limited decision-making or responsibility
• (This role offers meaningful ownership and autonomy.)
• You’re most comfortable when schedules, priorities, and workflows stay predictable
• (Launching and running a new location requires flexibility.)
• You prefer not to be involved in sales support, follow-up, or performance tracking
• You’re seeking a role where systems and processes are already fully built
• (This opportunity involves helping shape and refine them.)

If you’re ready to lead, organize, and create standout experiences — we’d love to meet you.

 Apply today and help launch the next chapter of Bay View Shade & Blind.

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/

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

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/

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  Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  
  
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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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  Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  
  
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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
  
  

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 .

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Job Summary: The Client Executive is responsible for identifying, penetrating, and developing new business opportunities in underdeveloped markets through strategic field sales efforts and relationship building. This role focuses on prospecting and cultivating relationships with potential clients who have had little to no previous engagement with the company, understanding their business needs, and converting them into long-term partnerships. The Client Executive actively hunts new business through in-person meetings, cold outreach, networking events, and strategic market development to identify and close opportunities. This position works closely with internal teams such as client services and operations to ensure a seamless onboarding experience for new clients.

To be considered, candidates must be ready to consistently use CRM tools to track prospecting activities, maintain accurate data, and monitor key metrics. The primary purpose of this role is to establish market presence in untapped or underserved territories, build new business relationships from the ground up, drive market expansion for company products and services, and support the company's overall growth goals by developing new revenue streams through proactive business development.

Essential Job Functions

• Identify and develop new business opportunities in untapped and underdeveloped markets through strategic prospecting and market research
• Conduct extensive cold outreach through in-person visits, networking, and relationship building to introduce products or services to new prospects
• Build new client relationships from initial contact through contract signing, ensuring smooth transition to ongoing account management
• Achieve weekly, monthly, and quarterly new business development KPIs, including prospect identification, first meetings, and pipeline creation
• Drive new business acquisition by following the established sales process and achieving growth targets through proactive market development
• Utilize Salesforce effectively to track prospecting activities, manage new business pipeline, and document market intelligence
• Generate sales opportunities through strategic territory analysis, cold calling, networking events, industry research, and competitive market intelligence
• Coordinate with Client Services and Operations department to ensure seamless onboarding of newly acquired clients
• Represent the company at industry conferences, trade shows, and networking events to identify and cultivate new prospects
• Conduct detailed market analysis to identify underserved segments and develop strategies for market entry and expansion
• Research and assess potential target companies, identifying key decision makers and business drivers to build effective prospecting strategies
• Remain up to date on industry trends, market opportunities, and competitor activities to identify new business development opportunities
• Other duties may be assigned as needed

Requisite Qualifications

• Excellent presentation and public speaking skills for effective client meetings and demonstrations
• Strong negotiation skills with proven ability to close complex sales while maintaining positive client relationships
• Exceptional interpersonal skills to establish and maintain long-term client relationships
• Effective territory and time management skills to optimize field activities and client meetings
• Proficient in SalesForce and other sales tools to track leads and manage customer data
• Strategic thinking ability to analyze market opportunities and develop territory plans
• Flexibility to adjust strategies based on client feedback and market changes
• Proven track record of new business development and market expansion in a field sales role
• Ability to work independently in unstructured environments while building new market presence
• Strong business development acumen with focus on identifying and converting new prospects into long-term partnerships
• Self-motivated and entrepreneurial mindset with ability to thrive in ambiguous, developing markets
• Valid driver's license and ability to travel extensively to prospect new clients and develop emerging markets (60-80% travel)

Education and Experience

• Bachelor's Degree in related field OR;
• 3-7 years of professional experience in Field Sales, Business Development, or a related outside sales role
• Previous experience in the legal and/or healthcare industry is highly preferred
• Proficient with MS Office, SalesForce (or similar CRM software), and ability to learn the company's Workflow Information Management System (WIMS)

Measurement of Success

• New business revenue generation
• Number of new prospect meetings and conversions
• Market penetration in underdeveloped territories
• New client acquisition metrics
• Prospecting activity levels
• Pipeline development from new sources
• Time to conversion for new prospects

Compensation

This role offers a base salary plus a commission structure, with on-target earnings (OTE) estimated, $100,000 plus.

Work Schedule

• 5 day/40-hour work week with flexibility for client meetings and travel
• Regular travel within assigned territory required
• Some evening and weekend work may be required for client events or business needs

Benefits

At Physician Life Care Planning, our employees enjoy benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), life insurance, unlimited paid time off program with paid holidays and various wellness programs. Additionally, our career path planning assists employees with their professional goals.

Work Environment

The work environment at Physician Life Care Planning includes both office and field-based settings. Regular travel within assigned territory is required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physician Life Care Planning's Core Values: Commitment to Excellence, Superlative Expertise, Integrity, Ownership, Professionalism, Problem-Solving and Customer Centricity.

Physician Life Care Planning is an equal opportunity employer.

Confidentiality

Client Executives must adhere to Federal HIPAA Regulations and willing to sign a Confidentiality Agreement.

Client Service Manager

Division: Account Management

About the Role

We are seeking a Client Service Manager (CSM) to serve as the primary point of contact for assigned healthcare and union/fund clients, supporting retiree populations with a high-touch, service-driven approach. This is a hybrid, client- and member-facing position that blends account management, benefit administration, healthcare support, and operational coordination.

The ideal candidate brings healthcare account management or health insurance experience (Medicare experience strongly preferred), thrives in a collaborative environment, and enjoys solving problems—not just identifying them. This role requires professionalism, organization, and the ability to manage multiple priorities across a portfolio of 12–18 clients.

Training Program

All new hires participate in a structured 12-week paid training program:

Weeks 1–6: Hands-on training with the Retiree Advocacy (Call Center) team

Weeks 7–12: CSM-specific training, shadowing, and collaboration with billing and operations

Training is full-time and in-person. After completion, the role transitions to a hybrid schedule (3–4 days in-office; 1–2 remote depending on season).

Key Responsibilities

Client Management & Account Oversight

• Serve as the single point of contact for assigned clients
• Provide information regarding eligibility, billing, member services, and benefit structure
• Interpret client-specific data related to products, billing, eligibility, and plan specifications
• Design, prepare, and coordinate member communications on behalf of clients
• Deliver timely reporting and insights
• Develop creative solutions to client challenges
• Lead client events (virtual and onsite) to strengthen engagement
• Travel occasionally (less than 10%)

Escalation & Service Excellence

• Handle escalated calls from members and clients
• Ensure gold-standard service delivery and maintain service quality expectations
• Maintain strong follow-up practices (24–48 hour turnaround expectations)

Advocacy Team Support (Call Center Partnership)

• Support the Advocacy team with group-specific questions
• Oversee age-ins and disenrollments
• Provide cross-team training when new groups or changes are introduced
• Assist with operational coordination and special projects as assigned

Required Qualifications

• High School diploma or equivalent
• 4+ years of experience in customer-facing roles such as client service, account management, sales, operations, benefit administration, or project management
• 2+ years of healthcare-specific experience (health insurance, provider billing, client benefits, Medicare, or medical call center environment)
• Life & Health License (Arizona) – must obtain within 6 months (company sponsored)
• Proficiency in Microsoft Word, Excel, and Office applications
• Strong written and verbal communication skills
• Professional, self-aware, and detail-oriented

Preferred Qualifications

• Experience with Medicare, Medicare Advantage, or Supplement plans (fully insured or self-funded)
• Salesforce proficiency
• ADIP certification
• Experience managing multiple client accounts simultaneously
• Strong presentation skills and client-facing professionalism

Ideal Candidate Profile

• Comfortable managing 12–18 client accounts simultaneously
• Proactive problem solver who proposes solutions
• Collaborative and willing to “roll up sleeves” during peak seasons
• Highly organized and prepared for client-facing presentations
• Thrives in fast-paced, service-driven environments
• Takes initiative and consistently delivers exceptional service

Work Environment & Culture

• Hybrid schedule (3–4 days onsite weekly; additional remote flexibility during off-peak seasons)
• Business casual dress code
• Fast-paced, team-oriented environment (October–December is peak season)
• Supportive, mission-driven culture

With over 35 years of cross-industry management consulting experience, DeWolff, Boberg & Associates has successfully provided services to a variety of clients worldwide and has conducted over 700 projects in 20 countries.

Management Consultants gain exposure to Fortune 500 companies in various industries and work side by side, “on the floor”, coaching frontline managers and supervisors in behavioral changes that drive sustainable performance and financial improvements.

Armed with training in our proven methodology and the knowledge gained as previous business leaders, Management Consultants customize solutions for our client’s existing people, processes and business environments to help them achieve dramatic improvements in productivity, quality, service and profitability.

This position requires 100% weekly, Sunday-Friday travel to designated project locations.

You may be located in most states.

We focus on implementation and transformational change and deliver value by:

• Professionally service client organizations to solve business issues, create value, maximize growth and improve overall performance for sustainability
• Quickly become familiar with client business challenges and technologies to understand the environment for behavioral changes
• Gather, organize and analyze data regarding key business drivers to present information in a manner that is meaningful to clients by using metrics and analytics to guide organizational decision-making
• Thoroughly understand client resource utilization to identify waste in time and resources to provide operational and performance improvement opportunities
• Openly, respectfully and professionally discuss business and organizational shortcomings with clients to provide valuable feedback and influence solutions for long-term sustainability
• Empower frontline accountability of actions, roles and responsibilities by guiding clients through self-explorations of their business segments and staff utilization
• Collaborate with frontline leaders on a daily basis to improve leadership and management behaviors
• Effectively coach clients to approach their business issues as forward thinkers to exude confidence for improving behaviors and process efficiencies
• Assist the client with tool building and/or modification
• Foster a spirit of teamwork and unity among project team members that allows for healthy disagreements – expeditiously resolve conflicts by approaching with positive cohesiveness, supportiveness and working effectively together to enable the overall team to succeed

Travel and Per Diem:

• All travel reward points and air miles earned personally belong to each Management Consultant and can be used as preferred
• Weekend travel flexibility including company paid companion flights or other city destination accommodations
• All employees are eligible to receive a pre-tax biweekly travel reimbursement per diem while working at a client site provided they stay at project site hotel
• A pre-tax biweekly allowance is included for parking and transportation fare to and from employees’ home airport

Benefits:

• DB&A has a competitive benefits package and offers 2 plan options that pays 100% of medical premiums for employee
• Medical, dental, vision, short & long-term disability Insurance, FSA, 401(k)
• Two weeks paid vacation + one week paid PTO + paid year-end holiday closure

Advancement Opportunities:

At DB&A, our people are our greatest asset which is why we believe strongly in the internal growth and development of our employees. As a Management Consultant, individuals have the opportunity to drive their careers based on performance and contributions.

We offer a three-tier Consultant Career Track and a Project Manager Career Track with the ability to advance directly from Senior Consultant to Project Manager. As a Project Manager, there is also upward potential to become a Chief of Operations and/or a Shareholder of DB&A. Our remarkable team consists of highly competitive and committed business professionals who are passionate about building life-long rewarding careers with us.

Professional Requirements:

• Bachelor’s Degree in Business, Management, Engineering or related field
• Minimum of 5 years of direct supervision and management experience (Manufacturing, Distribution or Engineering industries preferred)
• Demonstrated ability to manage conflict, build consensus and facilitate problem-solving and collaboration amongst cross functional teams
• Strong observation, analytical, numerical reasoning, business acumen and leadership skills
• Strong facilitation skills and ability to build relationships and interface with clients at all levels of the organization
• Ability to balance delivery of results, problem solving and client management
• Ability to juggle many responsibilities at one time to effectively partner with clients throughout the project lifecycle
• Develop a high level of personal and professional credibility with all levels of the organization and external client
• Ability to adapt to fast-paced, high pressure and changing environments
• Exceptional communication (verbal, written and presentation) skills
• Ability to succeed in a team environment and deliver/receive daily constructive feedback
• Advanced proficiency in MS Office Suite specifically Excel
• Ability to pass a pre-employment background, criminal, financial/credit and drug screening

The Equal Employment Opportunity Policy of this corporation is to provide a fair and equal employment opportunity for all job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Our corporation hires and promotes individuals solely on the basis of their qualifications for the job to be filled.

This corporation believes that all employees should be provided with a work environment which enables each team member to be productive and to work to the best of his/her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color religion, national origin, gender, sexual orientation, age, marital status or disability.

We expect and require the cooperation of all employees in maintaining a discrimination and harassment-free atmosphere.

• 
  
• Prepare to gain a comprehensive understanding of the private lending organization by interacting with Regional Lending Managers, Private Lending Underwriters, Credit, Legal, Global Client Financing, and other operations teams in the Americas, EMEA and Asia
  
• Partner with PWM PWAs and WMPS to assist clients in the application, origination and ongoing servicing of loans within the portfolio
  
• Showcase strong control and risk management strategies to ensure compliance with client's Bank USA (the most regulated entity at client) while still providing excellent client service to PWM and Institutional clients
  
• Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business
  
• Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
  
• Ability to develop and nurture relationships with senior business leaders within cross divisional a team
  
• Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
  
• Flexible and able to work well under pressure in a team environment
  
• Bachelor's Degree
  

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

The Opportunity:

Chatham's Financial Risk Advisory group is experiencing continued growth in interest rate and foreign currency (FX) hedging activity. To support this momentum, we're hiring Transaction Operations Specialists into the U.S. private equity real estate team to play a key role in ensuring the smooth execution and documentation of hedging transactions. This role is critical to our ability to deliver operational excellence and scale our services efficiently.

You'll work at the intersection of client service, transaction management, and documentation-coordinating across internal teams as well as external clients and counterparty banks to help execute financial hedges that mitigate risk for our clients.

What You'll Do:

• Coordinate pre- and post-trade documentation with clients and dealer banks.
• Enter transaction details and documentation into Chatham's proprietary transaction management system.
• Support the onboarding and ISDA documentation process, collaborating with internal legal experts and external stakeholders.
• Confirm and validate trade economics to ensure accuracy at execution and post-trade.
• Help clients ensure funds are properly settled on transaction dates.
• Monitor and report on key operational workflows: documentation status, deal pipeline, client communications, and deadlines.
• Collaborate with our central operations team to meet compliance requirements, including KYC and AML protocols.
• Review loan agreements to extract and interpret economic terms relevant to hedge structuring.
• Stay current on derivatives regulations and provide process guidance related to compliance and trade execution.
• Contribute to training initiatives by sharing knowledge of documentation standards and regulatory requirements.

What Success Looks Like:

• Delivering timely and accurate transaction execution support to internal teams and clients.
• Enhancing the scalability and efficiency of trade operations.
• Developing subject matter expertise in derivatives documentation, operations, and regulatory processes.
• Growing into a trusted partner for internal stakeholders, clients, and counterparty banks.

What You Bring:

• Strong organizational skills and a proactive mindset.
• Attention to detail and consistent accuracy in a fast-paced, deadline-driven environment.
• Excellent communication skills-both written and verbal.
• Comfort with numbers and the ability to quickly learn financial terminology.
• A collaborative and flexible approach to problem-solving and process improvement.

Preferred Experience:

• At least 2 years of professional experience in operations, finance, documentation, or client service.
• Background in bank operations or as a paralegal is a plus.
• Experience improving or managing processes in a team setting.
• A degree in any field. Finance is not required, but quantitative comfort is important.

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

Job Title: AWM - Operations - Client Support - Analyst

Work Location: 100 Coliseum Drive, Cohoes, NY

Contract Duration: 6 Months

• 
  
• Handle inbound client calls and provide accurate, timely, and satisfactory responses to inquiries and concerns
  
• Facilitate trade execution and address client questions related to accounts, portfolios, and records
  
• De-escalate dissatisfied client situations with patience, professionalism, and effective problem resolution
  
• Guide clients through troubleshooting steps, website navigation, and product/service usage
  
• Collaborate with client service professionals and financial advisors to enhance the overall client experience
  
• Review and approve pending client requests, ensuring appropriate authorizations and supporting documentation are compliant with policy requirements
  
• Coordinate and process team-specific tasks as requested by the business
  
• Work efficiently across multiple systems and platforms
  
• Interface with internal teams and business partners to resolve ongoing issues and respond to policy-related inquiries
  
• Provide operational support and assist with special projects as assigned
  
• Apply sound business judgment to identify unusual or suspicious activities and escalate concerns appropriately
  
• Adhere to all firm policies and procedures, including quality standards, client service guidelines, information security, and compliance requirements
  

• 
  
• Bachelor's degree required
  
• Working knowledge of Microsoft Office (Excel, PowerPoint, Word, Outlook)
  
• Highly organized with exceptional attention to detail and follow-through
  
• Strong ability to manage multiple priorities and competing deadlines
  
• Proven analytical and problem-solving skills
  
• Team-oriented with a positive attitude and strong work ethic
  
• Ability to collaborate effectively with all levels of the organization
  
• Flexible and capable of performing well under pressure in a team environment
  
• Excellent written and verbal communication skills
  
• Strong active listening abilities
  
• Exceptional interpersonal and rapport-building skills
  
• Ability to thrive in a fast-paced environment
  
• Strong interest in client service
  
• Commercially savvy with the ability to exercise discretion when handling highly confidential and sensitive information
  

• 
  
• Learn daily operational tasks and business initiatives quickly to add value as a subject matter expert
  
• Take full ownership of day-to-day responsibilities and collaborate with global teams to deliver an excellent client experience through effective resource use and process improvement
  
• Understand and adhere to division policies and procedures; assist with recurring divisional and regulatory functions such as quarterly and annual operational risk assessments
  
• Drive consistency across XIG business channels, including eliminating manual processes and adopting best practices
  
• Perform scalability analysis of workflow cost drivers and trends to support efficiency and process improvements
  
• Self-direct analysis and evaluation to provide independent and effective thought leadership in navigating evolving financial regulatory landscapes
  
• Deliver excellent service by responding to requests and inquiries with complete accuracy; interpret client needs and prioritize or escalate issues as required
  
• Proactively review indicators of operational issues to resolve concerns before client impact
  

• 
  
• Coordinating launch of new funds and share classes
  
• Liquidity analysis and forecasting
  
• Credit facility management
  
• Contribution, distribution, tax, and expense payment facilitation
  
• Review account-level metrics defined by operating standards; research, escalate, and remediate exceptions as appropriate
  

• 
  
• 1 to 5 years of professional experience preferred
  
• Highly collaborative, team-oriented, and strong consensus builder
  
• Strong written and verbal communication and interpersonal skills
  
• Exceptional attention to detail with experience producing complex, customized client materials with a high degree of accuracy
  
• Advanced or highly proficient Excel skills; adaptability to other software products
  
• Self-motivated team player with a willingness to take on additional responsibility
  

• 
  
• Prior experience in Operations and/or the Financial Services industry
  
• Ability to partner across product groups, regions, and functional teams
  
• Strategic thinker with strong facilitation and data-gathering skills
  
• Ability to work under pressure, meet tight deadlines, and deliver practical solutions
  
• Experience with risk management concepts and processes
  

• 
  
• Bachelor's degree
  

• 
  
• 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
  

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.

This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.

Leadership, Coaching & Team Development

• Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
• Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
• Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
• Recruit, train, and develop intake staff to support team growth and operational continuity.
• Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
• Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
• Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

• Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
• Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
• Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

• Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
• Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
• Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
• Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

• Set, monitor, and report on daily, weekly, and monthly KPIs including:
• speed to answer
• lead response time
• contact rate
• qualified conversions
• QA scores
• productivity and service-level adherence
• Use data to drive performance, staffing decisions, and process adjustments.
• Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

• BA/BS in Business or related field preferred.
• 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
• Proven success meeting or exceeding goals in a service-based or professional services environment.
• Strong leadership and communication skills with demonstrated success motivating hourly teams.
• Deep understanding of CRM systems, intake workflows, and sales/service best practices.
• Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
• Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
• Experience with sales enablement or workflow technology.
• High emotional intelligence with a demonstrated commitment to a client-first approach.
• Law firm or professional services experience is strongly preferred.

Job Title: RCM Client Billing Manager

Department: Revenue Cycle Management (RCM)

Location: Onsite, Gilbert, AZ (preferred) or Remote

Compensation: $80K - $85K

Position Summary

The RCM Client Billing Manager is responsible for overseeing and optimizing the client daily billing operations, support denial management strategy, drive accountability across billing workflow within the Revenue Cycle Management department. This role ensures accurate, timely billing, client account management, revenue reporting, and compliance with contractual agreements. This role involves establishing and enforcing billing policies, overseeing accounts receivable, and ensuring the accuracy and timeliness of all billing-related activities.

Key Responsibilities

Client Billing & Revenue Management

• Oversee client billing in accordance with contractual terms.
• Ensure proper billing methodologies (percentage of collections, flat fee, hybrid models, etc.) are applied correctly.
• Monitor accounts receivable and follow up on outstanding patient balances.
• Reconcile revenue reports and validate billing data for accuracy and completeness.
• Manage month-end close processes related to client billing.

Client Relationship Management

• Serve as primary point of contact for client billing inquiries and issue resolution.
• Partner with clients to review statements, payment trends, and revenue performance.
• Conduct regular billing review meetings with clients as needed.
• Ensure high levels of client satisfaction through timely and professional communication.

Reporting & Financial Analysis

• Ability to create and interpret data analytics and reporting.
• Monitor key performance indicators (KPIs) related to revenue cycle management and implement strategies for continuous improvement.
• Identify discrepancies and implement corrective actions.
• Provide executive-level reporting to leadership.

Compliance & Process Improvement

• Ensure compliance with healthcare regulations, contractual obligations, and internal controls.
• Develop and maintain billing policies and procedures.
• Identify automation opportunities and workflow efficiencies.
• Support audits and documentation requests.

Team Leadership

• Supervise billing staff.
• Provide training, performance management, and professional development.
• Foster a culture of accountability, accuracy, and continuous improvement.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Healthcare Administration, Business, or related field required (Master’s preferred).

Experience

• 5+ years of progressive experience in Revenue Cycle Management.
• 3+ year prior supervisory or management experience preferred.
• Experience with physician services billing strongly preferred.

Skills & Competencies

• Strong knowledge of healthcare billing, coding, insurance claims, and collections processes
• Exceptional Excel knowledge base and skill set required, including pivot tables.
• Proficiency in RCM systems, EHR, clearing house, and financial reporting tools.
• Excellent leadership, communication, and problem solving skills
• Excellent analytical and problem-solving skills.
• Strong client-facing communication skills.
• High attention to detail and organizational skills.

Preferred Qualifications

• Experience in multi-state healthcare organizations.
• CPA, HFMA certification, or related credential preferred.
• Knowledge of value-based care or risk-based contracts is a plus.