Client Services Jobs Remote Jobs in Usa

Your opportunity

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

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

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

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

What you're responsible for

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

What you have

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

Required Qualifications:

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

Preferred Qualifications:

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

#workplacejobs

What's in it for you

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

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

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

Your opportunity

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

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

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

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

What you're responsible for

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

What you have

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

Required Qualifications:

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

Preferred Qualifications:

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

#workplacejobs

What's in it for you

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

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

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

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

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

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

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

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

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

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

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

• Educate and Support: Inform clients and referring veterinarians about our comprehensive services and provide compassionate support over the phone and in person.
• Appointment Coordination: Assist clients in scheduling appointments at our multi-specialist hospital, ensuring a seamless and efficient process.
• Communication Mastery: Handle reminder and follow-up communications with finesse, utilizing both phone and email to keep clients informed and engaged.
• Record Keeping: Accurately update and maintain client/pet records and files, ensuring a meticulous approach to detail.
• Cash handling and end-of-day financial reconciliation

• $17 - $20 pending experience & skillset
• 3/12 or 4/10 shifts available
• Overnight Shift Differential: $3/hr 

• 4 X 10 hour shifts 
• Various shifts available. Apply to learn more!

• We value your well-being: Enjoy flexible leave policies, mental health awareness support, and a unique team-oriented work culture that promotes happiness and health in body, mind, and spirit.
• We value your professional growth: We are committed to mentoring our team to help you reach your full potential.

• We have a friendly/inclusive culture: Step into an environment where mutual respect and kindness thrive. You'll work in a stimulating, high-volume environment alongside colleagues who are eager to share their expertise.

• Exceptional First Impressions: Are you the person who effortlessly leaves a positive and lasting first impression? We want you! The ideal candidate will possess outstanding communication and customer service skills, ensuring our clients and referring veterinarians feel valued and supported.
• Adaptability and Multitasking: In our fast-paced environment, versatility is key. If you thrive on multitasking and can navigate unexpected situations with ease, you're the problem solver we're looking for.
• Customer Service Excellence: If you've excelled in customer service, you know the importance of building positive relationships. Your ability to provide outstanding service aligns seamlessly with our commitment to delivering an exceptional client experience.
• Flexibility and Adaptability: Be a team player who thrives in a collaborative environment, adapting to situations where protocols may not apply and handling unanticipated tasks with grace.

• 401(k) with matching contributions
• Health, dental, and vision insurance
• Life insurance coverage
• Paid time off (PTO) for work-life balance
• Flexible scheduling options
• Employee discounts on veterinary services
• Professional development assistance and ongoing training
• License reimbursement

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Compensation details: 17-20 Hourly Wage

PI2fafc07e32c1-3631

Our client, a luxury fashion brand, is seeking a Luxury Client Service Advisor to join their office in Central New Jersey. Candidates should have a passion for client service, and experience engaging with clients remotely. In this role, you’ll create exceptional experiences for clients, build lasting relationships, and inspire brand loyalty while driving business results.

Job Responsibilities

• Deliver an elevated client experience through warm, professional, and personalized service
• Provide full-spectrum customer support via email and phone
• Facilitate online sales, deliveries, returns, and provide timely information to clients
• Coordinate with physical stores to ensure optimal customer experience
• Additional duties as needed and assigned

Role Qualifications

• 3+ years of experience in luxury brands or client-facing roles
• High school diploma or equivalent
• Strong communication skills and ability to connect with individuals quickly and meaningfully
• Team-oriented mindset with excellent problem-solving and multitasking abilities
• Flexible schedule, including evenings, weekends, and holidays
• Foreign language skills are a plus

Salary: $30/hr

The description above is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, and qualifications required.

While PCG appreciates all applicants, only those qualified will be contacted. Thank you for your application. We look forward to hearing from you!

If you believe you are a great candidate for this position, and the salary listed does not meet your expectations, we would still love to speak to you! PCG, in good faith, believes that this posted range of compensation is the accurate range for this role at this location at the time of this posting. PCG and our clients may ultimately pay more or less than the posted range depending on candidate qualifications. This range may be modified in the future. This role may also be eligible for additional compensation including incentive pay, discretionary bonuses, and a comprehensive benefits package, details of which will be provided during the hiring process.

Pyramid Consulting Group, LLC is an Equal Opportunity Employer that takes pride in a diverse environment. We provide equal employment opportunities to all applicants and employees without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, marital or veteran status, disability, genetic information, or any other protected status under applicable law.

We will provide reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation during the application or hiring process, please contact

For positions subject to “Fair Chance” laws (including but not limited to California, Colorado, New York City, Los Angeles, and other jurisdictions), PCG will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Please refer to our website: for access to our Right to Work and E-Verify.

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

About the Job

Hello, potential PriceSmart candidate. We’re on a mission to hire the very best, and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours! We are looking for an Associate Director, Client Services to provide strategic leadership for the Client Services function, setting vision, priorities, and operational standards while guiding Project Managers who serve as trusted advisors and primary points of contact for internal clients. This role partners at a senior level with business unit leaders to shape and govern the strategic calendar, ensuring enterprise-wide alignment with corporate objectives and long-term priorities. The Associate Director acts as a central integrator and executive liaison among key stakeholders, driving the successful planning and execution of high-impact projects and campaigns, ensuring adherence to brand standards, optimizing resources, and balancing organizational goals with evolving internal stakeholder needs.

What's unique about this job (What you’ll do)

• Provide strategic oversight and leadership to the Project Managers who act as the primary point of contact for internal clients.
• Guide Project Managers in understanding client needs and ensuring strategies are developed to meet and exceed business objectives.
• Collaborate with all business units to maintain and continuously update the strategic calendar, ensuring alignment with corporate goals and priorities.
• Oversee the planning and management of marketing and communications projects, ensuring effective coordination with the Creative Team and other key stakeholders.
• Ensure timely and successful delivery of creative assets, campaigns, and other marketing initiatives in adherence with Corporate and Brand Guidelines.
• Communicate progress, risks, and key milestones of relevant initiatives.
• Foster strong, collaborative relationships across the organization to support seamless execution of projects and strategic initiatives.

Bring your passion and expertise (Who you are)

• Degree in Marketing, Business Administration or related field.
• Minimum 10 years of professional work experience in managing projects, ideally within a marketing or communications agency.
• Strong project management skills and experience, including managing internal stakeholders and multiple projects simultaneously.
• Ability to communicate effectively, demonstrate teamwork and provide leadership.
• Ability to manage multiple projects on tight deadlines.
• Demonstrated ability to use data to produce reports and powerful presentations to clients and other stakeholders.
• Team player and the ability to integrate with diverse departments.
• Proficient in English and/or Spanish languages (verbal and written).
• Proficient in MS Office Suite and Project Management Software (JIRA, DOMO, Insider, or similar)

Some important intangibles

You feel connected to our mission and values: Integrity, Respect, Accountability, Passion, Community and Continuous Improvement

You are a self-starter who doesn’t need direct supervision to motivate you for success

You enjoy sharing your quirkiness and talents with your coworkers

Enjoy working hard

Full of energy for the things one sees as challenging

The ability to remain calm when dealing with unforeseen constraints.

The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.

Benefits & Perks – We take care of our people

We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:

Beyond competitive pay

Medical, Dental and Vision plans

401K Contributions

Life Insurance

LTD

PriceSmart Membership Card

Calm Meditation App

Fun events

Employee recognition

Supportive, nurturing environment with many opportunities for learning and growth

...and more!

Our Commitment

We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.

Get to know us

PriceSmart was founded with a purpose: to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.

Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.

At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren’t responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door every day, wherever that door may be, in any of our 13 countries.

• Compensation Range: $45,000-$52,000
• Pipeline Status: This job posting is intended to support future hiring needs and does not represent an immediate vacancy.
• Use of AI in Hiring: We use artificial intelligence tools to screen and assess applications as part of our hiring process. Human recruiters review all results.

Client Service Agent

Connexions Inc. (CNX) is an appraisal management software that provides fast, reliable and cost-effective valuation services to the lending industry. CNX products manage the full administration of the appraisal process, vendors and support consistent quality control of policies and procedures. CNX is part of The Nationwide Group (TNG) — a pioneer of outsourced financial services software.

Position Summary

The role plays a critical part in the retention of our existing clients; Financial Industry. In this role, you will offer an exceptional client experience (Lenders & Appraisers) through problem solving and client requirement knowledge. You will ensure a smooth appraisal management process by monitoring appraisal requests. This is a Business to Business client service position (no sales). We are currently hiring for a full-time role.

Position Profile

• Excellent communication skills - verbal and written fluency at a professional level

• Post-Secondary Education required.

• Experience handling Client phone calls and email inquiries and delivering an exceptional client experience to financial industry partners.

• Industry experience in any of the following is an asset; business to business services, mortgage processing sector, call center/customer service environment, or professional data entry services

• Be available to work between 8:00 am – 8:00 pm (Eastern Time), Monday through Friday. Some Evenings Required

• Effectively handle client escalations by responding in a timely manner and follow escalation procedures and chain of command

• Sign up new broker user

• Proficient computer skills including competency with MS Word, Excel and Outlook

• Demonstrates sound judgment and effective problem solving skills

• Remains energized and focused in a fast-paced and evolving environment

• Must have speedy and accurate typing skills, and be detail oriented

• Seek opportunities to introduce new ideas and improve processes

• Industry knowledge is preferred but not mandatory.

We thank you for your interest only candidates selected for an interview will be contacted.

Global luxury retailer is looking for a Manager Client Services Application

The Manager, Client Services Application is responsible for the comprehensive management, support, and optimization of our diverse suite of client services applications, which are fundamental to delivering an elevated client experience within our best-in-class call center. The successful candidate will oversee both our existing legacy environment and a growing portfolio of complex, cloud-based platforms, including Salesforce Service Cloud, Commerce Cloud, Vonage, and new Order Management System (OMS) platforms.

Responsibilities

• Application Management & Support: Provide expert-level application management and support for a wide array of client services applications, ensuring high availability, optimal performance, and seamless operation for our call center.
• Cloud-Based Platform Expertise: Oversee and manage complex, robust cloud-based applications, leveraging their capabilities to deliver an elevated and consistent client experience.
• System Oversight: Maintain a complete and holistic overview of all applications supporting the call center, ensuring they collectively contribute to a best-in-class operational environment.
• Hybrid Environment Management: Strategically manage and support both existing legacy systems and integrate new, cutting-edge platforms, ensuring smooth transitions and interoperability.
• New System Implementation & Optimization: Lead the support, maintenance, and optimization efforts for key new systems, including Salesforce Service Cloud, Salesforce Commerce Cloud, Vonage, and new Order Management System (OMS) platforms.
• Business Continuity: Play a critical role in ensuring the business continuity of call center operations, with support responsibilities becoming increasingly vital as the call center grows in scale and complexity.

Qualifications

• Bachelor's degree in Computer Science, Information Technology, or a related field; Master's degree preferred.
• Minimum of 4+ yrs with SAP products. SD, FICO, CRM, Logistics, etc.
• Minimum of 4+ years of progressive experience in application management, support, or a similar role, specifically within a client services or call center environment.
• Demonstrated expertise in managing and supporting complex, cloud-based application ecosystems.
• In-depth, hands-on experience with Salesforce Service Cloud and Salesforce Commerce Cloud is essential.
• Familiarity with communication platforms such as Vonage.
• Full end to end payment handling and processing / setup and integration.
• Proven experience with Order Management Systems (OMS) platforms.
• Ability to effectively manage and support both legacy and modern application environments.
• Strong understanding of the software development lifecycle (SDLC) and experience contributing to system enhancement and development projects.

Position Summary:

The Manager of Client Services and Community Outreach at Entrusted Hearts Home Care leads efforts to ensure exceptional client care while driving growth through community engagement. This role oversees daily office operations, develops and maintains key referral relationships, executes marketing initiatives, and fosters client acquisition, satisfaction, and retention. The ideal candidate is self-motivated, relationship-focused, and passionate about making a meaningful impact in home care.

Entrusted Hearts Home Care, a division of Baptist Village Communities, is a growing private duty home care agency serving Owasso and the surrounding areas, committed to providing compassionate, high-quality care. We’re seeking someone who is passionate about connecting with the community, building strong relationships, and helping families access the care they need. If you thrive in a dynamic environment, love engaging with people, and want to make a meaningful impact every day, this is the role for you.

Key Responsibilities:

• Manage efficiently while ensuring high-quality care and exceptional customer service.
• Oversee daily operations of the office in alignment with the organization’s mission, vision, and core values.
• Execute the Home and Community-Based Services (HCBS) strategic marketing plan to achieve growth goals and objectives.
• Position Entrusted Hearts Home Care (EH) as a leader in HCBS within its service area; expanding service opportunities as a result of increasing brand awareness, extending outreach, and generating referrals.
• Focus on client acquisition, satisfaction, and retention.
• Engage with the local community by participating in events and collaborating with organizations and professionals that serve our target audience through community marketing efforts.
• Develop trusted relationships with church and not-for-profit senior living community leaders.
• Cultivate partnerships/relationships with key referral sources with a minimum of 20 in-person visits per month.
• Maintain a detailed marketing and activity log.
• Establish and follow an inquiry process that ensures timely responses, confidence in the organization, and a high inquiry conversion rate.
• Review inquiries to determine next steps and action items.
• Conduct case conferences to ensure client needs are being met.
• Participate in quarterly reviews with the EH Director to evaluate progress toward performance metrics.
• Perform other tasks as assigned by the EH Director.

Qualifications

• Must be self-motivated and able to work independently
• Must possess strong interpersonal skills, the capability of relating to various people and personalities, and must maintain a professional appearance.
• Must demonstrate the ability to hire, direct, and manage personnel.
• Must possess strong organizational and time-management skills.
• Must have a valid Driver's License.
• Must pass a background screening.

Working Requirements

• Must possess sight/hearing senses or use prosthetics that will enable these senses to function adequately to meet the position requirements.
• Must be able to bend, stretch, reach, lift, or move up to 25 pounds at a time, turn, and walk. Occasionally lift/move up to 50 pounds.

Benefits

• 403B Retirement savings plan
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid sick time
• Paid personal time off
• Referral bonus program
• Tuition reimbursement
• Vision insurance

Interested applicants can apply on our website at

Our client is a third-party administration and consulting firm specializing in employee stock ownership plans. Our client guides privately held businesses through every stage of their employee stock ownership plan journey from feasibility analysis to long-term sustainability.

Location: Appleton, Wisconsin (in office role)

Essential Responsibilities:

Financial Modeling & Analysis

• Build and maintain detailed feasibility models, including:
• Company valuation assumptions and transaction sizing
• Cash flow and debt service capacity analysis
• Repurchase obligation forecasts
• Tax impact and contribution modeling
• Run multiple transaction scenarios and sensitivity analyses to evaluate sustainability and risk.
• Identify financial constraints, red flags, and limiting factors in proposed company structures.

Feasibility and Transaction Support & Documentation

• Prepare clear analytical outputs, schedules, and summaries for use in client-facing presentations.
• Document assumptions, methodologies, and conclusions to support defensibility and consistency.
• Support diligence requests and follow-up analysis during sales and transaction phases.

Cross-Functional Collaboration

• Work closely with Solution Engineers to understand client objectives and refine feasibility scenarios.
• Coordinate with valuation, tax, and administration teams to align assumptions and inputs.
• Support transition from feasibility analysis to transaction execution and administration.

Quality & Standards

• Maintain modeling templates, tools, and internal best practices.
• Ensure analyses align with ERISA requirements, IRS regulations, and industry standards.
• Stay current on technical developments and regulatory changes.

Compensation & Benefits

• Base = $90-$110k base salary
• Variable Bonus: ~10% of base (annual payout in January), tied to production hours target (≈1,500 production hours)
• Projected Year One Earnings: $100k - $120k
• Health – employer pays 60% of the employee’s monthly premium
• Dental and vision insurance – employee pays 100%
• Short and Long-term Disability

Career Path: Human Resources | Sales | Operations

Compensation: $50,000.00-$60,000.00 First Year Potential + Profit Sharing

Full Benefits | 401K | Two weeks vacation | Paid Holidays

ICR is expanding and seeking a progressive, career-driven Customer Service Representative who wants more than a job. Someone ready to grow into Human Resources, Sales, Operations, or Marketing within a company that rewards performance, grit, and results.

We are not a tradiditonal staffing agency, and success here requires commitment, reliability, and the ability to thrive in a demanding industrial emvironment. If you're looking for a \"show up, get paid, go home\" culture, this is not the place for you.

What we are looking for:

• 3- years of experience in customer service, industrial support, logistics, or a related field.
• A stable work history with strong attendance and reliability.
• Individuals who want to build a career in Human Resources or Operations.
• People with a competitive spirit, including those with a background in organized sports, because competitors like to win, and we're looking for winners.
• Strong communication skills, professionalism, and committment to high ethical and performance standards.
• Community-minded individuals who take pride in supporting essential industries.

Our training sets you apart

ICR invests heavily in preparing our team to support mining, cement, and other heavy industrial clients. This includes MSHA training, OSHA awareness, and a deep understanding of our clients' operational needs,

Because our standards are higher and our training is more advances than what competitors offer, individuals who are not successful here often migrate to competing agencies that do not provide the same level of development or expectations. We share this openly because our culture is built on accountabiity, excellence, and long term career growth.

Who will not succeed here

While we value all backgrounds, candidates with prior staffing-industry expreience often struggle in our model. ICR does not operate day-labor environments and does not tolerate a culture of low expectations, poor attendance, or lack of discipline.

What we offer

• Merit based compensation. Your performance determines your income,
• First year potential: $50,000.00 to $60,000.00, plus profit sharing.
• Full benefits package, including healthcare.
• 401K plan
• Two weeks paid vacation plus required holidays.
• Career pathways into Human Resources, Sales, Operations Management, and more.
• A trusted 36-year brand with deep roots in heavy industry.

About ICR

ICR delivers elite, dependable industrial workforces to leading companies in mining, cement, manufacturing, and heavy industry. Our clients expect excellence, and we deliver it every day.

If you're disciplined, motivated, competitive, and ready to build a real career, we want to talk to you.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

It is all about learning and growing. Our Insurance Professional role may be a new career for you. There’s a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.

Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our members. After six months in-office, you’ll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00 am MST to 9:00 pm MST. These roles include a shift differential of 15% for weekday hours worked after 6:00 pm local time and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.

As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members.

We are currently seeking dedicated insurance professionals to work in our Colorado Springs office located at 1855 Telstar Dr, Colorado Spring, CO 80920 for future insurance opportunities in 2026. As an Insurance Professional, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security.

What you'll do:

• Maximize Property & Casualty sales potential by expertly handling member inquiries, identifying cross-selling opportunities, and providing exceptional service through various communication channels.

• Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.

• Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs.

• Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels.

• Maintain required Property & Casualty license and state registrations.

• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• High School Diploma or GED equivalent

• Ability to provide exceptional sales for our members by communicating clearly and professionally by phone, and email to process information related to insurance products

• Ability to prioritize and multi-task, while navigating through multiple business applications

• Ability to apply knowledge and understanding of insurance regulatory and compliance requirements

• Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring

What sets you apart:

• 1 year of customer contact experience in a needs-based sales environment

• 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face

• US military experience through military service or a military spouse/domestic partner

Training Schedule: Monday - Friday

8hr shift within the hours of 8:00am – 6:00pm

USAA provides support to our members 7 days a week. After training, you will be assigned either a 4 day or 5 day work schedule which includes weekends. Work schedules are assigned based on business need to ensure adequate coverage for our members.

Work Schedule:

All work schedules for this role are 40 hours per week and will have both weekday and weekend hours. Work Schedule shifts will depend on business need.

Salary: The hiring range for this position is: $46,400.00 - $48,900.00

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. 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.

Behind every smooth customer experience is someone who makes it all work.

If you’re organized, detail‑driven, and enjoy being the person others rely on to keep things moving, this might be your kind of role.

We’re hiring a Customer Service Represenative, and this position sits at the center of our day‑to‑day operations—supporting sales teams, hospital partners, and internal stakeholders by making sure orders, pricing, and details are handled accurately and on time.

What the role really looks like:

You’ll be the go‑to person for processing orders, answering pricing and billing questions, coordinating purchase orders, and supporting urgent requests when timing matters. You’ll work across multiple systems, talk with a variety of people throughout the day, and help ensure nothing slips through the cracks.

This is not a call‑center role—and it’s not repetitive. Every day brings new requests, priorities, and problems to solve.

You’ll thrive here if you:

• Enjoy multitasking and staying organized in a fast‑paced environment
• Take pride in accuracy and catching details others might miss
• Communicate clearly and professionally (especially over the phone)
• Like collaborating with sales teams and external partners
• Adapt quickly when priorities shift
• Find satisfaction in being dependable and trusted
• Healthcare experience is helpful, but not required. What matters most is your mindset, work ethic, and ability to stay calm and focused when things get busy.

Why people like this role:

It’s meaningful, visible work. You’ll learn the business, build strong relationships, and develop skills that translate across operations, sales support, and customer experience. If you’re someone who likes being in the middle of things—and making them better—this role offers real opportunity.

If this sounds like a fit, we’d love to connect.

About Pinterest:

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

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

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

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

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

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

What you'll do:

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

What we're looking for:

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

In-Office Requirement Statement:

• 
  
• We recognize that the ideal environment for work is situational and may differ across departments. What this looks like day-to-day can vary based on the needs of each organization or role.
  
• This role will need to be in the office for in-person collaboration 2 times per week and therefore needs to be in a commutable distance from our Atlanta office.
  

Relocation Statement:

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

#LI-HYBRID

#LI-KP3

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

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

Our Commitment to Inclusion:

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly

The Account Director is responsible for ensuring client teams deliver exceptional, “white glove” service and operational excellence. This role provides hands-on leadership, drives continuous improvement, and fosters a culture of accountability and high performance. The Account Director proactively manages client relationships, oversees operations including Front of House services and adapts to evolving client needs and organizational changes.

JOB DUTIES

• People leadership
  • Directly supervise management, providing mentorship and supporting structured succession planning.
  • Foster a collaborative team environment, emphasizing readiness, accountability, and continuous improvement.
  • Support onboarding and development of new hires, ensuring rapid integration and contribution to service improvements.
  • Execute modifications to organizational design and teams to optimize operational activity and improve client experience.
• Operations leadership
  • Ensure client teams consistently meet or exceed service level agreements (SLAs) and deliver a premium, “white glove” client experience.
  • Provide operational oversight, ensuring all business processes align with best practices and organizational standards.
  • Champion best practices in service delivery, leveraging technology and systems for operational efficiency.
  • Implement strategies to improve and standardize all aspects of operations.
  • Ensure operational controls and management information and reporting requirements are fulfilled.
  • Oversee Front of House services as part of the overall client experience.
  • Drive operational excellence initiatives, including process improvement, knowledge management, and complaint resolution.
  • Promote a culture of high performance, learning, and quality.
  • Identify and mitigate operational, compliance, and financial risks.
  • Investigate and resolve issues escalated by the client, communicating significant matters to the appropriate leadership.
• Customer & account leadership
  • Develop and maintain effective client relationships with operational counterparts.
  • Address and escalate client concerns promptly, maintaining a sense of urgency and professionalism.
  • Support upselling and cross-selling of new services, as well as renewal and periodic price adjustment (PPA) processes as required.
  • Maintain appropriate communications channels with clients, the field, and offsite leadership.
• Financial and Contract Management
  • Ensure operational controls are in place to manage budget and maintain profitability.
  • Lead contract negotiations, renewals, and amendments as required.
  • Develop and execute strategic account plans in alignment with client and organizational goals.
• Other
  • Partner with functional teams to implement appropriate policies, internal controls, and reporting.
  • Highlight operational, compliance, and financial risk areas.
  • Participate as a key project team member in new business implementation.
  • Follow delegations of authority for operations team.

WORKING CONDITIONS

• Position operates at sites with maximum of 24/7 operations. Individual shift requirements will vary by site.
• Work is performed in a professional work environment and/or work from home setting.
• Business casual and/or professional attire required.

• Bachelor’s degree or equivalent experience required.
• 8+ years of leadership in a national or global customer service environment.
• Proven track record in resolving contract performance issues and building client relationships.
• Experience managing large teams and multiple service lines, including Front of House operations.
• At least one year of business development experience.
• Minimum five years of financial management, with a strong understanding of P&L impact.
• Excellent client service skills with a service-minded approach; must remain calm and confident in stressful situations.
  
  

RRD's current salary for this role is $130,000/ year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

Shift: Monday through Friday, 9am to 5pm

#GOC

#WLNAT

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans