Client Support Jobs Remote Jobs in Usa

Company Description

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

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

Our Mission:

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

Our Values:

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

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

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

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

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

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

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

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

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

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

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

Could require work beyond regular business hours.

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

Additional Information for US based jobs:

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

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

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

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

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

Job Title: AWM - Operations - Client Support - Analyst

Work Location: 100 Coliseum Drive, Cohoes, NY

Contract Duration: 6 Months

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

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

Company Description

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

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

Our Mission:

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

Our Values:

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

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

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

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

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

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

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

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

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

Duties and Responsibilities

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

Qualifications

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

Education

• Bachelor's degree and5+years of relevant experience

Special Working Conditions

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

Special Physical Requirements

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

Direct Reports

Client Support Team Members

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

Additional Information for US based jobs:

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

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

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

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

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

Job Summary

The Client Support Representative is responsible for providing excellent customer assistance regarding all aspects of the customer's account(s). They will identify and pursue sales opportunities with current and prospective customers.

Schedules available: Monday-Friday 10am-7pm, every third Saturday 8am-1pm
Training schedule: The first 3 weeks the schedule will be Monday-Friday 8am-5pm.

Competitive starting wage with quarterly incentive. Defined role progression which includes increases in base pay and quarterly earning potential.

Essential Job Duties & Responsibilities

• 
  
• Handle telephone inquiries and requests from customers including account balance verification, telephone transfers, stop payments, loan payoffs, research requests, missing checks, explaining overdrafts and service charges and account file maintenance. Online banking maintenance, set-up, reset passwords, explain the product, unlocks security questions and explains features including bill pay, E-statements, account alerts and mobile banking. Obtain information, provide verification of deposits, research records and follow up on details to resolve matter quickly and to the customer's satisfaction.
  
• Identify sales opportunities of products and services to current and prospective customers. Visa debit card file maintenance. Completing requests associated to return mail and change of address file maintenance.
  
• Apply knowledge of compliance/CRA regulations in day-to-day activities. Utilize knowledge and experience while exercising discretion in resolving problems and answering questions.
  

Experience and Qualifications

• 
  
• 1 year of customer service experience required, preferably in a call center or banking environment.
  
• High school diploma or equivalent.
  
• Ability to effectively work both independently as well as collaboratively in a team.
  
• Excellent communication (oral and written) skills.
  
• Strong attention to detail and highly organized while focusing on work quality.
  
• Ability to maintain a high level of confidentiality.
  

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

IT Support Specialist

We are looking for a motivated IT Support Specialist to join our team. If you enjoy solving technical problems and helping users get back up and running, this role is for you!

What You’ll Do:

• Identify, manage, escalate, and resolve technical issues
• Install and configure software, printer drivers, and utilities
• Troubleshoot desktop, laptop, printer, software, and basic network issues
• Monitor systems, identify problems, and take corrective action
• Provide basic technical support and diagnose application issues
• Deliver excellent customer service and communicate clearly with users

Requirements:

• 1–3 years of related IT support experience (or equivalent education/experience)
• 1–3 years of customer service experience
• Strong communication skills
• Ability to work well in a team environment
• Flexible with work schedules

Preferred Qualifications:

• 1–3 years of hands-on technical experience
• Experience troubleshooting desktops, laptops, and printers
• Strong knowledge and user support experience with Microsoft Office

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

Company Description

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

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

Our Mission:

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

Our Values:

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

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

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

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

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

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

This position is 100% remote but will only be considering applicants from Eastern and Central standard time zones.

The Account Management Support Specialist operates as a member of a team to implement, configure, and maintain client data ingress, surveying and reporting throughout the lifecycle of the client's partnership with Press Ganey. With expertise in Press Ganey software applications and business procedures, they are responsible for supporting Delivery Specialists in gathering client specific requirements and product configuration. This role requires a client centric focus to deliver prompt issue resolution, meet implementation timelines, target dates and internal service level agreements.

Duties and Responsibilities:

• Work with Implementation team to address client data, surveying, and reporting requests
• Use software tools to configure, test and validate all member experience products
• Responsible for client support throughout the implementation or on-going support cycle
• Prioritize workload and manage timelines to meet client target dates for projects and implementations
• Serve as first level support to triage, troubleshoot and find the right expert to quickly resolve client requests
• Troubleshoot and resolve any issues while appropriately escalating to next level support or manager as needed
• Serve as first level support for QC efforts
• Support other department initiatives, as needed
• To work #bettertogether, we operate with a hybrid working model. For those near a hub location, we gather in our office locations three days a week (Tuesday, Wednesday, Thursday). For the remaining days, we work from home.

Qualifications:

• 1-2 years of relevant experience in information technology, health care, project management or operations role
• Excellent written and verbal communication skills are required
• Working knowledge of technical concepts (such as software, databases, data imports, and APIs)
• Excellent analytical, organization and problem-solving skills
• Strong attention to detail
• The ability to remain up-to-date with the latest software developments
• Proficiency with Microsoft Office (Excel, Word, Outlook, etc.)
• Ability to handle stressful situations
• Knowledge of Health Plans and member experience is preferred

Education:

• Bachelor's degree in a related field is preferred but not required.

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

Additional Information for US based jobs:

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

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

The expected hourly range for this position is $17.79 p/h to $26.92 p/h. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package.

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

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

With history dating back to 1856, American National Bank is one of the largest privately owned banks in Nebraska with branch locations in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career.

Together, we can do more for your future...

At American National Bank, we provide our team members with comprehensive benefits to do more for you and your family.

We offer:

• 
  
• Competitive base compensation with additional performance-based annual earning potential
  
• Career growth potential built into every role
  
• 401(k) Investment Plan with up to 4% match by ANB with immediate vesting and profit sharing*
  
• No cost Life Insurance with benefit 2x base salary (subject to cap), with ability to purchase additional coverage
  
• Paid Time Off, Paid Holidays and Paid Volunteer Time
  
• Medical Insurance with signification premium contribution by ANB, with Wellness Plan Support*
  
• Dental Insurance with significant premium contribution by ANB*
  
• Additional Insurance options to meet personal needs: Vision, Pet Care, Critical Illness, Accident, Income, and Identity Theft Protection*
  
• Tuition Reimbursement*
  
• Gym Membership Reimbursement*
  
• Discounts on Banking and Financial needs
  

*Eligibility Criteria Apply

Job Summary

The Business Banking Support Supervisor is an experienced Business Banking Specialist who can support all lines of commercial business. In this role, you will assist in training all new team members, facilitate workload management, and have input in department strategy, goals, and operations. Additionally, you will prepare commercial loan documents and provide direct support to commercial banking team and clients.

Essential Job Duties & Responsibilities

• 
  
• Manages the day-to-day operations of the people, processes and work of the business banking support function within the market such as: working with new and existing business clients for new accounts, loans, all general account inquiries for both loans and deposits, and troubleshooting of all types. Coordinating commercial loan documents for lending officers, reviewing loan documentation, facilitating the loan closing process, partner with other areas of client support to enhance the client experience, among other commercial sales support tasks.
  
• Demonstrates strong knowledge of the Bank's products and services. Maintains a high level of knowledge regarding compliance and audit needs related to Commercial, Private, Small Business and Community Banking.
  
• Ensures operating policies, procedures and regulatory requirements are current and administered consistently throughout Business Banking Support team. Assesses service provided by team members to ensure it consistently delivers on the standard of client service set within the organization.
  
• Is relied upon as a subject matter expert on banking support processes and related software capability to advance the client experience. Serves as resource, consultant and coach to colleagues within and beyond the commercial client support team in special projects or on a periodic basis to develop people, improve workflow and enhance the effectiveness of commercial banking operations. Evaluates and recommends policy, core system function and procedural changes for processes that impact the client experience. Recommends training and technology enhancement needs.
  
• Provides oversight and direction to his/her team members in accordance with the organization's policies and procedures. Coaches, mentors and develops staff, including overseeing new employee onboarding and providing career development planning and opportunities. Consciously creates a workplace culture that is positive consistent with the organization's goals. Leads employees to meet expectations for productivity, quality, and goal accomplishment. Provides effective performance feedback through recognition, rewards, and disciplinary action, with the assistance of Talent Management, when necessary. Maintain employee work schedules including paid time off and any requested leave of absence. Maintain transparent communication as appropriate through department meetings, one-on-one meetings, and appropriate email and regular interpersonal communication.
  

Experience Needed:

• 
  
• Minimum of 5 years of banking or related financial services industry experience in at least some of the following areas of new accounts, commercial loan documentation, platform automation, sales support, lending, and customer service and client financial solutions.
  
• Significant experience with banking software such as Jack Henry and LaserPro is strongly preferred.
  
• Prior experience leading people in a formal capacity is strongly preferred.
  

Education, Licensure & Certification Needed:

• 
  
• A 4-year degree in a relevant field or equivalent work experience is required.
  

Skills & Abilities Needed:

• 
  
• Sound working knowledge of banking compliance, regulation and risk management
  
• A clear drive that seeks to improve the operational efficiency for the benefit of the bank and client experience.
  
• Strong problem-solving ability with customer service skills.
  
• A team player and team builder who can manage effectively in a changing environment by eliminating barriers and actively fostering collaboration.
  
• Ability to prioritize and balance simultaneous needs.
  
• Strong communication skills with individuals at all levels, internally and externally.
  
• Strong attention to detail.
  
• Consistently manages time well, balancing both long-term and day-to-day demands of management role.
  
• Highly proficient in banking software, as well as MS Office tools including Outlook, Excel, Word, and PowerPoint
  

Summary

If you're early in your career and looking for a role where you can grow quickly, earn well, and work with wonderful people - this is an excellent opportunity. The Client Relationship Manager is not a traditional sales job. Instead, you’ll focus on building relationships, guiding people through agreements, and helping both property owners and developer partners reach win‑win outcomes.

You’ll join a company known for its fun culture, strong support system, and hands‑on training, along with a base salary + bonus structure and competitive benefits (Health, Dental, 401k). The hybrid schedule in Greenville, SC gives you flexibility while still staying connected to a collaborative team.

What You’ll Do

• Serve as the main point of contact between property owners and development partners.
• Help guide owners through their agreement process, explaining key terms and addressing questions.
• Support negotiations by working with attorneys, accountants, and third‑party advisors.
• Keep everything organized using the company’s internal systems—documenting activities, updating workflows, and assisting with reporting.
• Represent the company professionally while building trust and long-term relationships.

Who This Role Is Perfect For

• New grads or early‑career professionals who love working with people.
• Someone who enjoys problem-solving, listening, and helping others understand complex topics.
• A strong communicator who can simplify information.
• A driven, results‑oriented person who wants to grow their career and take on more responsibility over time.
• Someone excited by significant variable earning potential

What Helps You Succeed

• Bachelor’s degree in business, communications, or similar (preferred, not required).
• 1+ year of experience in client support, relationship management, deal‑making, account management, customer service, events or a similar role.
• Experience in real estate, energy, agriculture, or related fields is helpful but absolutely not required.
• Strong communication, relationship-building, negotiation, and organizational skills.
• High integrity, collaborative mindset, and a passion for helping people.
• Ability to juggle multiple priorities in a fast-paced environment.

Company Description

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

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

Our Mission:

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

Our Values:

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

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

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

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

Duties and Responsibilities

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

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

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

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

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

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

• Provides product overview and connectsclientwith training and education opportunities.

Qualifications

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

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

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

• Proventrack recordof successfully delivering complex projects andattaininghigh client satisfaction.

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

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

Education

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

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

Additional Information for US based jobs:

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

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

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

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

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

Bringing smiles is what we do at TTEC...

for you and the customer.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Bringing smiles is what we do at TTEC...

for you and the customer.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Client Success Executive – Employee Benefits (Post-Sale)

Senior Individual Contributor | Field-Based / Remote | Northern New Jersey

Local client travel + NYC office access

The Opportunity

• True Benefit is hiring a Client Success Executive to own employer client relationships after implementation within an established ADP TotalSource PEO partnership.
• This is a post-sale, post-implementation role—no prospecting, no selling, and no people management.
• Your responsibility begins once the client is live and continues through the life of the account.
• You’ll work closely with ADP TotalSource HR Business Partners (HRBPs) embedded with clients, serving as the primary benefits expert and relationship owner focused on service excellence, retention, and long-term client health.
• This role is designed for an experienced benefits professional who values ownership, autonomy, and impact.

What You’ll Do

• Serve as the primary post-sale point of contact for assigned employer clients
• Partner closely with ADP HRBPs supporting clients at their locations
• Own the client relationship with a focus on:
• Retention and renewals
• Service quality and escalation management
• Proactive issue identification and resolution
• Manage benefit changes, ongoing service needs, and carrier coordination
• Identify and address at-risk accounts before issues escalate
• Travel locally to client sites in Northern NJ with periodic travel to ADP’s NYC office

What We’re Looking For

• 5–10+ years of experience in employee benefits account management, client success, or post-sale service
• Strong, hands-on knowledge of group health insurance (small group experience preferred)
• Proven ability to own client relationships independently
• Comfortable in a field-based, client-facing role
• Experience working with PEO, HCM, or employer-facing environments is a plus
• Life & Health license (or ability to obtain within 90 days)

What This Role Is Not

• No prospecting
• No sales quotas
• No people management

This role is about judgment, accountability, and follow-through.

Why True Benefit & Amwins

• True Benefit is an operating company of Amwins Group, the largest wholesale insurance brokerage and group benefits firm in the world, placing over $45B in annual premium.
• Amwins is privately held and employee-owned, offering stability, scale, and long-term career growth without unnecessary bureaucracy. & Benefits
  • Base salary: $135,000–$160,000
  • Target 30% bonus
  • Immediate, comprehensive benefits (no waiting periods)
  • Generous and flexible PTO
  • Long-term growth potential

  
  

  If you’re a senior benefits professional who prefers post-sale ownership and meaningful client relationships over sales activity, we’d welcome a conversation.

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

Role Overview

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

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

Key Responsibilities

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

Strategic Management & Leadership

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

Client Implementation

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

Relationship Management and Client Services

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

Value Delivery & Outcome Tracking

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

Retention & Churn Prevention

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

Customer Escalations & Feedback

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

Growth & Expansion Support

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

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

Required Skills & Qualifications

Experience:

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

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

Education:

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

Credentials/Certifications:

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

Skills & Knowledge:

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

Physical Job Requirements

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

Limitations and Disclaimer

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

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

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

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

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

POSITION:

RIMOWA is seeking a highly accomplished and passionate Client Advisor. The Client Advisor is responsible for driving sales through exceptional client service, strong product knowledge, and deep understanding of the luxury retail environment. This role focuses on building lasting client relationships, delivering an outstanding in‑store experience, and contributing to the overall success of RIMOWA while serving as a true brand ambassador.

YOUR RESPONSIBILTIES:

Sales

• Consistently achieve and surpass individual sales objectives, directly contributing to the store’s overall commercial success and prestige.
• Serve as a true brand ambassador, conveying RIMOWA’s storied heritage, iconic designs, engineering, and uncompromising craftsmanship.
• Curate and cultivate an exclusive and loyal client portfolio, building enduring relationships and driving sustained repeat business through personalized engagement, client appointments, and events.
• Actively support and inspire colleagues, fostering a sophisticated, collaborative, and high-performance sales environment.

Customer Service

• Embody the RIMOWA brand ethos at all times, presenting yourself with impeccable professionalism.
• Deliver a seamless, white-glove post-purchase experience by meticulously managing client follow-ups, repairs, and service requests with discretion and care.
• Anticipate client needs through an intimate knowledge of the brand’s history, new product launches, and the competitive luxury landscape.
• Create memorable, elevated moments for every client, ensuring each interaction reflects the refinement synonymous with RIMOWA.

Operations

• Execute all POS transactions with precision and efficiency.
• Confidently open and close the store register in full compliance with company policies.
• Participate proactively in inventory management while upholding the highest standards of loss prevention.
• Maintain exceptional visual merchandising, ensuring the store consistently reflects a polished, luxurious, and inviting aesthetic.
• Always uphold immaculate store presentation and operational readiness.

PROFILE:

• Proven success in a premium or luxury retail environment
• Demonstrated expertise in developing, nurturing, and retaining a discerning clientele; an established luxury client book is highly desirable.
• Impeccable personal presentation with exceptional communication skills
• Strong problem-solving capabilities, a refined attention to detail.
• A deep appreciation for luxury craftsmanship, travel and elevated lifestyles.
• Flexible availability, including evenings, weekends, and holidays.
• Able to regularly lift and handle Items up to 20 lbs.
• Multilingual In Spanish, French, Portuguese, and/or Mandarin a plus.

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.