Client Relationship Examples Jobs in Usa

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.

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa

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

Job Category: Client Services

Location: Lockbourne, OH 43137, USA

Essential Job Functions:

• Responds to orders, general client inquiries, invoice questions and client complaints.
• Records consistent problem areas
• Resolves issues with orders, delivery dates or service.
• Resolves the client's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting corrections or adjustment; following up to ensure resolution.
• Responses are predominately routine but may require deviation from standard procedures
• Other duties as assigned

Other Skills & Abilities:

• Client Service skills
• Quality Focus
• Problem Solving
• Freight Forwarding Knowledge
• Documentation Skills
• Listening
• Resolving Conflict
• Ability to Multi-task

Physical Requirements:

• Job may require extended sitting or standing, use of standard office equipment.

Education & Experience:

• High School Diploma or GED
• 2-4 years client service experience

Certifications and Licenses:

• Professional certification may be required in some areas

Why Should You Work for Crane?

At Crane, we believe in providing our employees with excellent benefits at a Great Place to Work.

We offer:

• Quarterly Incentive Plan
• 136 hours of Paid Time Off which equals 17 days for the year, that can be used for Sick Time or for Personal Use
• Excellent Medical, Dental and Vision benefits
• Tuition Reimbursement for education related to your job
• Employee Referral Bonuses
• Employee Recognition and Rewards Program
• Paid Volunteer Time to support a cause that is close to your heart and contributes to our communities
• Employee Discounts
• Wellness Incentives that can go up to $100 per year for completing challenges, in addition to a discount on contribution rates

Come join the leader in logistics and take your career in the right direction.

Disclaimer:

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.

This position requires the final candidate to successfully pass an E-Verify Check.

Company benefits are contingent upon meeting eligibility requirements and plan conditions.

Job Description:

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• Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines
  
  
• Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements
  
  
• Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations
  
  
• Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction
  
  
• Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided
  
  
• Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep
  
  
• In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program
  
  
• Regularly engage in brand building activity with prospects, customers, brokers, and carriers
  
  
• Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities
  
  
• Recommend and develop client education opportunities to show PMAMC value to clients and their brokers
  
  
• Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA
  
  
• Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current
  
  
• Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business
  
  
• Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives
  
  
• Implement customer-specific scorecards to showcase value
  
  
• Obtain appropriate industry certifications
  
  
• Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work
  
  

#LI-Remote

Requirements:

• 
  
  
• Six plus years workers' compensation and auto/general liability claims experience required.
  
  
• Prior TPA and/or account management experience preferred.
  
  
• MUST RESIDE IN CA
  
  
• Bachelor's degree and/or equivalent work experience required.
  
  
• Excellent verbal and written communication skills with demonstrated presentations skills required.
  
  
• Strong analytical and problem solving skills with a solid customer service orientation required.
  
  
• Travel up to 35%
  
  

• 
  
  
• Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred.
  
  

PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.

About Diversified:

Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media organizations and retailers, sports and live performance venues, corporate enterprises, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back.

What to Expect:

At Diversified, we're on a mission to create a world without boundaries, where technology enables all people to connect and experience the moments that matter, wherever they choose to be. With clients spanning the globe and an exciting pipeline of projects across industries, Diversified offers more than just a job. We offer a career path with the flexibility to grow personally and professionally, wherever your ambitions take you.

As a Diversified associate, you'll dive headfirst into big, complex, and rewarding projects that push the boundaries of what's possible. Plus, you'll enjoy a flexible work environment, competitive compensation and benefits, and a culture that celebrates diversity and inclusion.

IF YOU CAN DREAM IT, YOU CAN DO IT AT DIVERSIFIED.

At Diversified, we partner with some of today's top organizations to deliver solutions that are leading tomorrow's technology. From bringing the excitement on the field closer to the fans in the stands to connecting 911 operators with their dispatch team - from optimizing operating room efficiencies to enhancing enterprise collaboration across the world - we bring the best and brightest the industry has to offer to each and every project.

Are you looking to take your career to the next level? Acquire new skills and make an impact while growing your career. Be a valued member of our team here at Diversified.

About the Role:

What We Offer:

Along with competitive compensation, you will be eligible for the following benefits:

• 
  
  
• Multiple medical plan options to suit your family's needs
  
  
• Dental (including orthodontic coverage) and vision plans
  
  
• Company paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance, and Employee Assistance Plan (EAP)
  
  
• Healthcare and Dependent Care Flexible Spending Accounts (FSA)
  
  
• 401k with Employer Match
  
  
• Paid Time Off and Paid Holidays
  
  
• Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident Insurance, Pet Insurance, Homeowners and Auto Insurance, Supplemental Term and Dependent Life and AD&D, and Legal Services
  
  
• Commuter Benefits
  
  
• And much more
  
  

To learn more about becoming part of the Diversified team, visit us at our career siteor email us at .

Diversified is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All aspects of employment will be based on job requirements, individual qualifications, merit, performance, and business need. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fair and equitable hiring practices and strive to create an environment where all individuals feel valued and empowered.

If you require a reasonable accommodation to participate in the application or interview process due to a disability, please contact so we can assist you.

Our compensation ranges reflect the cost of labor across several US geographic markets. The pay details below range from our lowest geographic market up to our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills and experience depending on the position offered, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.

Manager Client Programs & Events

New York City (Hybrid – 3 days in office, flexibility required for events)

We are seeking an experienced Manager, Client Programs & Events to lead the planning and execution of high-impact in-person and virtual client events.

This role will oversee a wide range of programs including CLE seminars, webinars, client dinners, receptions, and strategic marketing initiatives that support business development and client engagement.

This is a highly visible role working closely with senior stakeholders, practice groups, and a global events team to deliver exceptional client experiences.

Key Responsibilities:

• Lead end-to-end planning and execution of client programs and events, including large-scale and CLE programming.
• Partner with business development teams, practice groups, and senior leadership to align events with strategic goals.
• Manage event logistics including venues, vendors, contracts, budgets, and on-site execution.
• Develop innovative event concepts and agendas aligned with business priorities.
• Provide strategic guidance to stakeholders throughout the event lifecycle.
• Conduct post-event analysis, ROI tracking, and reporting.
• Ensure compliance with MCLE accreditation standards.
• Mentor and support junior team members.
• Monitor industry trends and emerging event technologies.

Qualifications:

• Bachelor’s degree required.
• Minimum of 7 years of experience in a Large Law firm environment.
• Law firm experience required.
• Strong project management, organizational, and communication skills.
• Experience managing complex, high-profile events.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with CRM/databases (InterAction is a plus).
• Flexibility to travel and adjust hours based on business needs.

This is an exciting opportunity for a strategic, hands-on events leader who enjoys working in a collaborative, high-performance environment and delivering best-in-class client experiences.

Client Services exists to make working with Maiden Home feel thoughtful, calm, and confident — especially when things are complex, emotional, or don’t go as planned. We are not just here to respond quickly; we are here to help clients and designers feel understood, supported, and taken care of.

As a Client Concierge Specialist, you’ll be the first point of contact for many of our clients and designers. You’ll bring warmth, clarity, and steady judgment to every interaction—making it easy for clients to get help, and ensuring requests land with the right owner quickly and cleanly. You’ll run our real-time channels, triage inbound volume, and resolve a defined set of requests while knowing when to escalate.

This is a highly dynamic and cross-functional role that will gain visibility into the inner workings of a high growth luxury brand. Our goal is for this position to develop a deep understanding of Maiden Home products, materials and craftsmanship and use that knowledge to advance into a more specialized Advisory position over time.

What You’ll Do

• Manage all live client communication channels in real time, including phone and chat.
• Own a defined subset of inbound requests including: 1) Care and maintenance guidance 2) Material and finish questions 3) Simple product and specification clarifications.
• Deliver a calm, confident, hospitality-forward experience, even when issues are heightened and/or complex.
• Triage all inbound emails quickly and accurately, categorizing and routing according to team processes and workflows.
• Apply fast pattern recognition to identify what kind of request it is, what information is missing, and what the next best step should be.
• Provide accurate, brand-appropriate guidance while maintaining a high bar for tone and clarity.
• Know when not to answer—escalating questions that require deeper product expertise, exceptions, or sensitive handling.
• Over time, develop a deep understanding of Maiden Home products, materials and craftsmanship

What We’re Looking For

• 2–4 years of total professional experience, ideally in a client-facing service environment in any of the following industries: Hospitality: hotel front desk, concierge, guest relations / Luxury retail: sales associate, clienteling roles / Premium DTC customer experience (not call centers) / Membership-based services (clubs, wellness, travel)
• A warm, steady voice—both spoken and written; you can communicate with clarity under pressure.
• Strong pattern recognition and triage instincts: you quickly identify what a client is asking for and what should happen next.
• Comfort saying “I’ll take care of this” and owning the experience—without needing to personally solve every issue.
• Excellent judgment about when not to answer, and when to escalate.
• High attention to detail, strong follow-through, and the ability to work calmly in a high-volume environment.

Your role:

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a Customer Service Representative to:

• Answer inbound calls/chats in a multi-channel environment from our internal clients at the branches

• Educate clients on account services and capabilities

• have basic computer troubleshooting skills for tier 1 support and document and ticket calls

• Perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks

• Have strong organizational skills, attention to detail, and excellent follow-up skills

• Have superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries

Your team:

You’ll be working in the Service Group Client Services. We provide support to the Firm's Financial Advisors and assistants and external clients. As a customer service representative, you’ll play an important role in providing excellent service to our internal clients, the branches and external clients.

Your expertise:

• Proficient typing/grammar skills

• Detail oriented (nothing gets past you)

• Proficient in Microsoft Office Suite

• 4-year degree in related field

• Citrix, Good for enterprise, or Active Directory is a plus

• Windows 7 navigation skills

• Basic understanding of computer networking

• Monitor, speaker, mice and keyboard troubleshooting, ETC.

• Know how to use remote access tools to assist clients

• Outlook and Microsoft office troubleshooting skills

Client Services Coordinator – IT Asset Disposition (ITAD)

Full-time, In-office

Our client, a global leader in IT lifecycle management and value optimization, is seeking a Client Services Coordinator to join their IT Asset Disposition team. This role is essential in ensuring smooth customer interactions throughout the IT asset lifecycle, acting as a bridge between clients and internal teams while maintaining the highest standards of data security and compliance.

Key Responsibilities:

• Serve as the primary point of contact for clients, managing inquiries, orders, and requests across multiple channels.
• Oversee asset disposition orders, including initiation, updates, and accuracy checks.
• Resolve issues relating to scheduling, logistics, compliance, or data security.
• Provide compliance documentation such as certificates of erasure, recycling, and disposal.
• Educate clients on best practices for IT asset preparation and ensure seamless project execution.
• Collaborate with sales, logistics, and operations teams to deliver an outstanding client experience.

Candidate Profile:

• Bachelor’s degree and 2–3 years of experience in a client services or project coordination role.
• Highly organized, with excellent communication and problem-solving skills.
• Proactive, independent, and reliable, with strong follow-up and attention to detail.
• Comfortable managing multiple priorities and deadlines while maintaining a client-first approach.
• Experience in logistics coordination or IT services (ITAD experience a plus).
• Familiarity with CRM platforms such as Salesforce, Microsoft Dynamics, or Smartsheet preferred.

Why Apply?

This is an excellent opportunity to join a dynamic, forward-thinking organization offering competitive salaries, comprehensive benefits, and clear opportunities for career growth.

Interested? Apply today to take the next step in your career journey.