Senior Client Relationship Manager Jobs in Usa

Your opportunity

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

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

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

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

What you're responsible for

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

What you have

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

Required Qualifications:

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

Preferred Qualifications:

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

#workplacejobs

What's in it for you

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

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

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

Rose & Company is seeking a well-rounded and highly motivated Client Relationship Manager to join our growing team. In this position, the individual will be responsible for owning day-to-day client coverage with a primary focus on Rose & Company’s investor outreach and engagement services for our mining and materials clients. The role sits within a highly structured investor engagement platform supported by a large outreach team and a disciplined process designed to deliver consistent, high-quality engagement with institutional investors. The Client Relationship Manager serves as the central point of coordination between the client and Rose & Company’s internal teams, ensuring our programs are executed efficiently and to a consistently high standard.

Key responsibilities include, but are not limited to:

• Serving as the primary point of contact for assigned clients and building trusted relationships with senior stakeholders, including the Head of IR, CFO, and CEO.
• Leading the planning and execution of investor outreach and engagement programs, including maintaining an engagement plan and conducting semi-monthly client touchpoints to align on priorities and upcoming outreach.
• Partnering with Rose & Company’s dedicated outreach team and broader internal resources to develop and maintain investor targeting, outreach strategy, meeting priorities, and a forward-looking engagement calendar.
• Managing end-to-end coordination for non-deal roadshows and investor engagement activities, including internal kickoffs, briefing preparation, outreach execution support, real-time tracking, and post-meeting follow-up.
• Ensuring accurate and timely maintenance of engagement activity and institutional knowledge in core systems and tools, including touchpoints, meeting outcomes, and next steps.
• Acting as the internal “quarterback” to bring the right firm resources to bear for each client situation, coordinating across colleagues to ensure responsiveness, quality control, and consistent service levels.
• Maintaining high standards for client communications, including polished written updates, meeting recaps, and proactive recommendations.

The qualified candidate must be self-motivated, have a proven ability to efficiently multi-task and have experience interfacing directly with senior executives. The candidate must also be articulate and possess strong communication skills to succeed in an important client-facing role. 

Additional specific qualifications include:

• 8–10+ years of experience in institutional equity sales, equity capital markets, investment banking, or investor relations, preferably with exposure to the mining or materials sector.
• Demonstrated ability to manage multiple client workstreams simultaneously while maintaining strong attention to detail and consistent follow-through.
• Strong judgment and professionalism in working with senior executives and representing the firm externally.
• Excellent organizational skills, including comfort owning processes, timelines, and cross-team coordination to deliver client outcomes.

We offer a competitive compensation & benefits package:

• Competitive base salary and annual performance bonus.
• Flexible work environment.
• Health insurance coverage through UnitedHealthcare, with up to 50% of premiums covered.
• Free dental and vision, 401(k) with employer match, and access to voluntary benefits (spending, commuter benefits, life & disability insurance, wellness programs, and more).
• $200/month technology expense reimbursement.

While the role is U.S.-based, remote candidates located in Canada will also be considered. We are an equal opportunity employer and encourage all qualified candidates to apply.

About Pinterest:

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

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

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

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

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

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

What you'll do:

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

What we're looking for:

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

In-Office Requirement Statement:

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

Relocation Statement:

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

#LI-HYBRID

#LI-KP3

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

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

Our Commitment to Inclusion:

• Lead and support client marketing cycles for Listing/Seller initiatives, driving targeted campaigns that generate high-quality seller leads for top real estate professionals.
• Lead and support client marketing cycles for Buyer initiatives, leveraging lead-generation products, demand generation strategies, and sales collaboration to grow quality buyer leads.
• Lead the end-to-end execution of client webinars and educational programs, from initial content planning and curriculum design to driving high-volume attendance through targeted marketing campaigns.
• Partner cross-functionally to support product launches and programs that align consumer experiences with client-facing products and other key initiatives.
• Optimize client and consumer journeys, identifying opportunities to create seamless and high-impact touchpoints between buyers, sellers, and real estate professionals.
• Collaborate with Demand Generation, Sales, and Product teams to ensure alignment across all marketing efforts, driving measurable improvements in conversion rates and customer satisfaction.
• Analyze program performance, track KPIs such as lead retention rates and NPS scores, and use data to refine and optimize future marketing strategies.
  
  

• 8+ years of experience in B2B or B2B2C marketing, with a focus on lead generation, customer engagement, or lifecycle marketing.
• Bachelor's degree or equivalent experience.
• Proven ability to develop and execute marketing programs that drive customer acquisition, engagement, and retention.
• 4+ years experience in real estate, proptech, fintech, or a related industry, with a deep understanding of buyer and seller dynamics.
• Strong analytical skills and experience using data to optimize marketing programs and improve performance metrics.
• Exceptional communication and storytelling abilities, with a knack for crafting compelling messaging that resonates with customers.
• Experience working cross-functionally with Sales, Product, and Customer Success teams to execute high-impact marketing initiatives.
  
  

• You’ve successfully launched and scaled marketing programs that connect consumers with professionals in a marketplace or platform-based business.
• You have experience working with CRM and marketing automation tools.
• You’ve led initiatives that improved customer NPS scores, lead conversion rates, or engagement metrics.
• You have a passion for real estate and a strong understanding of how agents and brokers grow their businesses.
  
  

COMPANY PROFILE

Prolink is a premier workforce solutions organization, fulfilling comprehensive staffing, technology, culture, data, and talent experience needs throughout the United States. As a people-centric and results-driven business, we strive to provide a world-class experience to every member of the Prolink Family — our clients, external talent, and internal team. We are committed to intentional connectivity and an energy-positive culture to ensure every member of the Prolink Family has the opportunity to succeed personally, professionally, and financially today and tomorrow.

JOB SUMMARY

The Client Relationship Manager (CRM) position is within Prolink’s Operations and Sales departments and partners with key stakeholders to manage client fulfillment, retention, and growth by providing a world class experience to direct local, direct national, or VMS account(s).

RESPONSIBILITIES

• Act as a liaison between each account and internal stakeholders to ensure high levels of client satisfaction
• Retain and grow volume within existing accounts
• Provide support to set fulfillment team goals
• Perform simple financial calculations and implement simple cost-saving strategies
• Seek support to conduct basic competitor research and analysis
• Coordinate client QBRs and internal client meetings
• Achieve performance targets for a portfolio size up to $100 million with up to 100 Talent on Assignment (TOA) as defined through weekly, monthly, quarterly, and annual metrics
• Perform other related duties as assigned

REQUIREMENTS

• Willing and able to travel as needed
• 2+ years of experience in staffing industry
• Knowledge of staffing industry business models and trends
• Basic understanding of financial management, workforce solutions, and data-driven decision-making
• Excellent communication, relationship building, and customer service skills
• Able to learn new concepts and effectively apply them
• Able to work with others to solve problems
• Able to be flexible and adaptable to meet tight deadlines, deliver results, and quickly pivot based on shifting priorities in a fast-paced work environment
• Able to use a variety of business or technical programs to complete tasks
• High level of integrity, motivation, accountability, perseverance, and alignment with Prolink’s values

PREFERENCES

• Sales or account management experience
• Familiarity with vendor management and applicant tracking systems

Candidates with additional and relevant experience, education, licensing, or certification beyond the role’s requirements and/or specific to the nature of Prolink’s business will be given additional consideration in the candidate selection process. If all minimum requirements are met, candidates with unique and/or diverse qualifications will also be given additional consideration.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other category protected by federal, state, or local law.

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.

About The Company:

Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built.

PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.

Job Summary:

The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS.

Key Responsibilities:

Strategic Relationship Management

• Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value.
• Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities.
• Monitor industry trends and competitive landscape to inform strategic decisions.

Partnership Management

• Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele.
• Identify distribution partners that align with PCS large account strategy and product offerings.

Sales Enablement

• Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products.

Client-Centric Solutions

• Collaborate with underwriting and clients to tailor offerings and unique insurance solutions.

Performance Management

• Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application.
• Regularly review channel performance against growth objectives.

Additional Responsibilities:

• Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process.
• Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities.

Qualifications:

Experience

• 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution.
• Proven track record of achieving sales and growth targets.

Skills

• Strong understanding of HNW client needs and luxury asset protection.
• Exceptional relationship-building and negotiation skills.
• Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time.
• Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders.
• Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy.
• Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.

Equal Employment Opportunity Policy:

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.

QASource is a leading provider of software QA and testing services, supporting enterprise and high-growth technology companies. We integrate directly with engineering and product teams to deliver scalable, high-quality testing solutions across automation, manual testing, performance, security, and AI-driven QA.

Our clients expect senior-level partnership, technical fluency, and strategic account leadership.

The Senior Technical Account Manager (Sr. TAM) is responsible for managing and expanding a focused portfolio of strategic, enterprise-level accounts within a defined territory. This role requires ownership of multi-million-dollar revenue targets, executive-level relationship management, and the ability to drive account expansion through consultative, technically informed engagement.

This is not a support role. The Sr. TAM serves as a strategic advisor to Engineering Directors, VPs, CTOs, and QA leadership, ensuring delivery excellence while proactively identifying and executing growth opportunities within existing accounts.

The Sr. TAM will manage a high-touch portfolio of approximately 5–8 strategic enterprise accounts. Success in this role requires disciplined account planning, proactive client engagement, in-person relationship development, and the ability to creatively land and expand business across multiple stakeholders within complex organizations.

Responsibilities:

Account Ownership & Revenue Growth

• Own and manage a multi-million-dollar quota across a defined portfolio of 5–8 strategic enterprise accounts.
• Drive structured and strategic upsell and cross-sell initiatives within existing customers.
• Identify whitespace opportunities across QA, automation, performance, security, and AI-enabled services.
• Close meaningful expansion deals, including engagements of $150K+.
• Develop creative, value-driven approaches to land-and-expand initiatives across Engineering Directors, VPs, and CTO-level stakeholders.
• Partner with delivery leadership to align technical execution with commercial growth objectives.

Executive Relationship Management

• Build and maintain trusted relationships with Engineering Directors, VPs, CTOs, and C-suite stakeholders.
• Conduct regular in-person customer visits within assigned territory.
• Lead in-person Quarterly Business Reviews (QBRs) focused on measurable outcomes, roadmap alignment, and strategic growth opportunities.
• Serve as the executive escalation point for complex delivery or client challenges.

Strategic Account Planning & Execution

• Develop and maintain comprehensive strategic account plans for each assigned customer.
• Maintain clear documentation of stakeholder mapping, growth objectives, expansion pathways, and execution milestones.
• Track progress against defined revenue and relationship goals.
• Execute consistently against a structured path toward growth.
• Demonstrate strong organizational discipline in account tracking, forecasting, and internal coordination.
• Organization, planning rigor, and follow-through are critical success factors in this role.

Technical & AI Fluency

• Maintain broad knowledge of emerging AI technologies and their impact on software quality and engineering workflows.
• Proactively stay current on AI tools, automation advancements, and testing innovations.
• Translate AI-driven opportunities into relevant, business-aligned discussions with engineering stakeholders.
• Position QASource’s AI-augmented testing capabilities in alignment with customer technology strategies.

Technical & Delivery Alignment

• Collaborate closely with QA Managers, Engineering teams, and project leaders.
• Translate technical delivery insights into executive-level business value discussions.
• Proactively identify risks and implement mitigation strategies.
• Ensure seamless integration of QASource services into client engineering environments.
• Demonstrate a practical understanding of how software is built, tested, and released within modern SDLC frameworks.

Required Qualifications:

• 8–10+ years of experience in Technical Account Management, Enterprise Sales, Customer Success, or a related client-facing technical role.
• Proven ownership of multi-million-dollar revenue targets.
• Demonstrated success closing $150K+ expansion or new deals.
• Documented track record of expansion within a focused portfolio of strategic accounts.
• Experience managing a limited book of business (ideally 5–20 accounts; this role will manage 5–8).
• Direct experience working with Engineering Directors, VPs, CTOs, or C-suite stakeholders.
• Technology industry background specifically within software, SaaS, cloud platforms, DevOps, QA, or technical services environments.
• Demonstrated general understanding of the Software Development Lifecycle (SDLC) and how Quality Assurance integrates into development processes.
• Prior experience engaging with engineering, QA, or product teams in a software delivery context.
• Strong executive presentation skills and ability to conduct in-person QBRs.
• Demonstrated ability to creatively mine and expand accounts.
• High level of organization and structured account planning discipline.
• Stable career progression.

Preferred Qualifications:

• Background in QA, software development, DevOps, or technical services environments.
• Familiarity with CI/CD pipelines, automation frameworks, API integrations, performance testing, or AI-enabled testing tools.
• Experience operating within a territory-defined account ownership model.
• Experience in professional services or distributed delivery environments.
• MBA or advanced technical degree (preferred but not required).

Core Competencies:

• Executive presence and professionalism.
• Revenue accountability.
• Strategic account planning and disciplined execution.
• Technical credibility within software engineering environments.
• AI awareness and forward-thinking mindset.
• Consultative, value-based communication.
• Risk identification and mitigation.
• Proactive, structured account leadership.

Why Join QASource:

• Manage a focused portfolio of high-value enterprise technology clients.
• Drive measurable revenue expansion through strategic value creation.
• Partner directly with engineering and executive leadership teams.
• Operate in a technically rigorous, innovation-driven organization focused on quality and long-term partnerships.

Salary Range:

• $110,000 - $120,000 per annum (30% Variable).

Perks:

• Health, vision, and dental benefits.
• 401(k) with company match.
• Paid time off and holidays.
• Wellness programs and professional development opportunities.

About the Company

IronRoad is conducting a confidential search for an experienced Senior Commercial Property Manager for our Cincinnati/Dayton Ohio Client.

About the Role

(MUST HAVE COMMERCIAL PROPERTY MANAGEMENT EXPERIENCE TO BE CONSIDERED FOR THE POSITION) The Sr. Commercial Property Manager we are looking for will be responsible for total day to day planning, supervision, and scheduling of property management functions for an assigned portfolio of property investment Portfolio and 3rd Party assignments to achieve owners' investment goals and objectives, and to provide high level of customer service to clients. A strong Sr. Property Manager will be a motivated self-starter who can work independently to meet all deadlines as required. They will be detail oriented and use good judgment skills in overseeing the day-to-day operations. They will have working knowledge of office processes, computer software, and electronic communications tools to include, Microsoft office, Word, Excel & PowerPoint. A successful Sr. Property Manager will have developed written and verbal communication skills, proven interpersonal skills with experience providing administrative support in a high-profile environment with tact and diplomacy all while maintaining standards of professionalism for the organization in the areas of confidentiality, teamwork, timely and effective communications, enforcement of company policies, and standards of customer service. We are looking for someone who brings a great vibe to our client's team.

Responsibilities

• Regular attendance is required during normal working hours. Work beyond 40 hours per week may be required on occasion.

Qualifications

• 5 + years of experience in Commercial Property Management
• Real Estate License
• CPM, RPA preferred
• Must be customer service oriented with excellent interpersonal skills and problem-solving abilities
• Must have proven management administrative skills
• Must be able to organize and plan and to multi-task
• Must be proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent written and verbal communication skills
• Must be able to compose business letters, prepare reports, and assemble presentations from beginning to end
• Must be able to handle a great deal of confidentiality
• Position requires valid driver's license to travel to properties, meet with clients and vendors

Required Skills

• Client Service:
• Serve as primary client communication contact for any building issues or for problems between clients.
• Promptly respond to requests from clients for service or information with the goal of helping them in the shortest possible time.
• Anticipate and solve client concerns involving maintenance and service of the buildings.
• Develop and implement client retention programs, including planning and coordination of client appreciation events as approved by Owner.
• Communicate regularly with clients by newsletter or other correspondence to let them know about upcoming events, construction projects, new neighbors, etc.
• Follow up on progress of service requests from Clients to assure they are satisfied with Services' maintenance and contracted services.
• Proactively on a routine basis visit each client to give a "personal touch", and to aid the development of a trusting business relationship.
• All associates are required to monitor, track, and summarize time spent on projects and assignments to measure account profitability.
• Financial and Reporting Services:
• Prepare annual operating expense budgets for each portfolio property.
• Create non-recurring expense projections annually - making recommendations to Owner for long range capital budgeting.
• Prepare variance reports monthly or quarterly for Owners/Asset Managers, as required.
• Calculate and provide information annually or quarterly (as needed) for CAM billings to Accounting as required by certain building leases or condo management agreements.
• Invoice clients for services, as required by the lease.
• Revise budget as necessary during the year.
• Maintain communications contact with Owner representatives - keep Owners well informed on matters affecting the properties.
• Code and approve operating expense invoices for payment.
• Interface with the Asset Management on new properties and properties being refinanced providing financial or physical property information, as needed.
• Prepare "Year to Year" variances as required by Owner.
• Prepare 3rd party monthly accrual reports and variance reports plus any other reports deemed necessary by the Owner.
• Plan and coordinate Annual Association Meetings with unit owners or park association landowners.
• Quality Control:
• Regular inspection and evaluation of building interior and exterior finishes, cleaning, doors, locks and windows, HVAC systems, building mechanical systems, roofs, pavement, landscaping as well as janitorial, security and trash services.
• Identify emergency, safety, and urgent repairs, solicit bids, and recommend action to Owner.
• Coordination, negotiation, contracting and supervision and quality control of all outside service providers for janitorial, landscape care, snow removal, electrical, plumbing, heating and air conditioning repair and maintenance, parking lot repair and maintenance, carpenters, window washers, roofers, etc.
• Create bid specifications for repair or regular maintenance work.
• Create and administer Inspection and Testing Schedules for Preventative Maintenance of building systems.
• Assist leasing; back up agent to show space to prospects as needed; develop renewal/expansion leads and communicate such.
• Conduct property tours as required with lenders, insurance companies, owners, and investors.
• Supervise minor building renovation or improvement work.
• Communicate with tenant fit-up team to coordinate construction activities in assigned portfolio.
• Maintain 24 hour / 7-day availability for property emergencies.

Physical Demands and Work Environment

• The physical demands and work environment characteristics described here are representative of those that must be met by a team member to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Pay range and compensation package

Full-Time - $65,000.00 - $90,000.00 + Annual Bonus + Medical/Dental/Vision/401k

Compensation is based on skill & experience and determined with the hiring manager

Equal Opportunity Statement

IronRoad

The Senior Project Manager is responsible for leading the estimation, planning, execution, and overall management of complex earthwork projects. This role demands a high level of expertise in project estimation, strategic planning, and field operations, with a focus on ensuring successful project delivery from initial bid preparation through to final completion. The Senior Project Manager oversees Project Managers, manage client relationships, and ensure adherence to budget, schedule, and quality standards while driving efficiency and profitability.

Responsibilities

• Lead bid preparation, overseeing document review, vendor/subcontractor quotes, cost estimates, and proposal submissions, while guiding project managers in the process.
• Collaborate with clients, engineers, and vendors to ensure accurate, competitive bids, supporting project managers in aligning bids with requirements and budget.
• Conduct site visits and pre-bid meetings, assessing project scope and conditions, and providing direction to project managers as needed.
• Oversee quantity takeoffs and cost analysis, ensuring accurate resource allocation and budget alignment, while guiding project managers.
• Lead weekly progress meetings, tracking milestones and addressing issues, ensuring project managers keep teams aligned with objectives.
• Develop and manage project schedules, collaborating with project managers, the Superintendent, and Foreman to ensure timeline and resource alignment.
• Oversee project execution, ensuring smooth handoff from award to team, setting roles and expectations for project managers.
• Manage subcontractors and vendors, ensuring timely, cost-effective earthwork operations while supporting project managers as needed.
• Track project costs, address inefficiencies, and oversee change order preparation, ensuring project managers maintain financial control.
• Ensure timely and accurate project documentation, overseeing project managers in submitting change orders, reports, and billing.
• Act as the primary client liaison, ensuring communication and satisfaction, while supporting project managers in maintaining strong client relationships.

Qualifications

· The ability to manage multiple projects simultaneously, meeting deadlines and adapting to changing demands.

· The ability to work independently and collaboratively within team settings.

· The ability to read and interpret construction plans and specifications.

· The ability to provide a valid driver’s license and clean driving record.

· The ability to use MS Office Suite (Word, Excel, Outlook)

· Strong leadership, communication, and critical thinking skills. 

• Willingness to attend training as necessary or required by management.

Hope Power & Industrial Inc. is a national specialty construction manpower resource. We have an immediate need to fill a position of Senior account manager role. This role encompasses sales/recruiting responsibilities for key customers. This is a permanent position in the Greenville, SC office. Local talent is preferred who has history in this or similar role in the Upstate, SC.

Role Description

This is a full-time, on-site role for a Senior Key Account Manager, located in Greenville, SC. The Senior Key Account Manager will be responsible for building and maintaining relationships with key clients, overseeing account management activities, and developing business plans to meet client needs. The role will involve analyzing client data, identifying growth opportunities, ensuring customer satisfaction, resolving issues, and collaborating with internal teams to deliver tailored solutions.

Qualifications

• MUST have strong (Skilled craft recruiting) experience for industrial Specialty Construction Contractors /Account Management and Key Accounts management
• Proven ability to source skilled craft candidates in timely manner.
• Proven ability develop Business Planning strategies and drive growth
• Has a excellent work ethic with get the job done attitude.
• Exceptional Customer Service skills with a client-first approach
• Proficiency in Analytical Skills to assess data and inform decision-making
• Strong interpersonal and communication skills for maintaining effective client relationships
• Bachelor’s degree in Business Administration, Marketing, or a related field preferred
• Experience in the industrial or energy sector is a plus
• Ability to travel if required to meet clients and attend on-site meetings

Additional Requirements and/or Expectations

• Applicants must pass a mandatory drug screen.
• Applicants must pass a criminal background check
• Applicants must have a valid driver’s license and a reliable means of transportation.

Hope Power & Industrial Inc. is an EEOC with multiple trade assignments on projects throughout the southeast US. All assignments are contingent on customer schedules and modifications.

Senior Data Center Construction Project Manager - Chesterton, IN

This opportunity is with an established General Contractor that specializes in converting existing Buildings and Structures into complex buildings / industrial complexes and is looking to expand its foothold even further into the Critical Facilities Market. Our client is taking their expertise and focus and applying it towards brownfield data center projects - which is the process for converting an existing building to a data center for the Hyperscale, Colo or Enterprise Marketplace. This company will provide a complete life cycle of solutions that will be custom-fit to the requirements of their client's mission-critical facility. This opportunity provides a career-growth minded role with exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits.

We are looking for a Senior Data Center Construction Project Manager to support critical facility construction projects. They will be responsible for all aspects of managing a data center construction project. This will include providing leadership to contractors and vendors associated with the delivery of company projects. Project assignments for the most part will be regional. The candidate will have overall responsibility for the delivery of assigned projects on budget on time and assurance that the project scope and quality meet Company Design Standards and the objectives set for the project. The successful candidate will have to be exceptionally organized and be great with back office work (change orders, budgets, paperwork driven, etc.)

Responsibilities:

• Maintain liaison with various contractors and vendors in order to manage the day to day activities that impact the delivery of company’s critical facilities construction projects
• Ensure that all day to day project responsibilities are met by the contractors and vendors on the project
• Manage multiple projects simultaneously. Responsible for negotiating contracts with vendors as necessary. Responsible for creating and managing project schedules
• Put together Project plans – size up, costs, budget, scheduling, timeline, manage change orders, etc.
• Assists with reporting and RFPs to Contractors
• Deliver Built to Suit projects with a heavy emphasis on value-engineering
• Drive Company Standards uniformly as it regards to Project Delivery by all project participants on all projects
• Manage financial aspects of contracts (progress billing, rental equipment, income / expenses) to protect the company’s interest and simultaneously maintain good relationship with the client
• Represent the company in project meetings
• Act as key Liaison with managers of all company departments
• Maintain all logs required to track the progress of the project

Qualifications:

• BA / BS a plus
• Experience managing Data Center Construction Projects as an Owner or as a General Contractor
• Experience managing a budget
• Minimum of 10 years relevant experience in the Data Center Construction Industry
• Belong and Attend professional organizations such as AFCOM, ASHRAE, 7x24 exchange, PTC, Datacenter Dynamics / DCD, Uptime, iMasons, Bisnow etc.
• Client Facing /Client relationship / Client Management skills
• Must be familiar with the design process of building systems for data center and mission critical projects
• Solid Construction Project Management experience
• Effective Communicator – emails, phone and face to face
• Ability to work independently
• Travel as needed to project sites
• Solid Admin skills
• Computer savvy: MS Project, Excel, P6 Oracle Primavera, AutoCAD a plus
• Previous experience in the Military / Military Veterans a huge plus! Experience with Electrical / Mechanical: Navy nukes - EMN, ETN, MMNs, Seabees, Army - Power Generation, Air Force – Power Production, Generator Techs, Maritime, Coast Guard, Army National Guard, etc.

Submittal Instructions:

Please apply directly by clicking the link below, alternatively you can forward your resume directly to:

After applying, if you have further questions, you may call 973-895-5200 and ask for Iggy. You can also submit via our career portal and take a look at other Critical Facility openings we are working on at, this job is not for you, feel free to forward this along. WE PAY FOR REFERRALS!!

Company offers competitive salaries and benefits package including medical insurance, a 401(k) plan

EOE/AA Employer M/F/D/V

Pkaza LLC is a third-party employment firm. All fees assessed by Pkaza LLC will be paid by our employer that we represent and not by the candidate

Job Title: Senior Technical Account Manager

Location: San Francisco Bay Area, California

Duration: Direct Hire

Salary: $170K Base Plus 40% Bonus Plus Excellent Benefits

Job Summary

We are seeking a seasoned Senior Account Manager with a strong track record in technical sales to join our dynamic team in Silicon Valley. The ideal candidate has strong industry knowledge, a consultative sales approach, and the ability to manage complex customer relationships in a fast-paced, innovation-driven environment.

This position will have a strong focus on emerging markets including AI infrastructure, Data Centers, power electronics, semiconductors, advanced electrical materials, and EV. The Senior Account Manager responsibilities include pipeline development, business planning, product marketing strategy, portfolio management, and production forecasting.

Knowledge, Skills & Abilities (KSAs)

• Ability to understand and use product management tools (ROI calculations, lifecycle management, forecasting)
• Ability to communicate effectively, orally and in writing; strong cross-cultural communication skills
• Strong people skills and the ability to influence cross-functional teams
• Knowledge of business and product development principles, including engineering, operations, QA, sales, and CS
• Technical familiarity with electrical materials, magnetic materials, power electronics, thermal technologies, semiconductor-adjacent components, and/or Data Center systems supporting AI hardware
• Ability to understand customer technical requirements and translate them into product specifications and business strategies

Essential Job Functions

• Develop and execute strategic account plans to drive revenue growth across key enterprise and mid-market clients
• Manage the entire sales cycle from qualification through contract negotiation and closing
• Build trusted relationships with clients, acting as a technical and business advisor
• Collaborate with cross-functional teams—including engineering, marketing, and product management—to deliver tailored solutions
• Analyze market trends, competitor activities, and customer needs to identify new opportunities
• Provide accurate forecasts and maintain CRM data integrity
• Represent the organization at industry events, trade shows, and client meetings
• Use personal judgment and initiative to develop solutions for sales, customer service, and marketing challenges
• Assist with customer issue escalation and resolution
• Coordinate with R&D and engineering on technical requirements related to thermal management, magnetic materials, electrical materials, semiconductors, and power electronics
• Serve as liaison between customer and vendors/suppliers/factories throughout product lifecycle for issues related to pricing, quality, design, costs, and delivery

Qualifications

• Bachelor’s degree in Engineering, Business, or a related field (Master’s preferred)
• 5–10+ years of experience in technical or enterprise sales, preferably in hardware
• Proven success managing large, complex accounts and multimillion-dollar deals
• Strong communication, negotiation, and relationship management skills
• Technical aptitude with the ability to translate complex solutions into clear business value
• Ability to work well in a cross-cultural environment

Position Summary

The Account Manager oversees the daily operations of an assigned location, ensuring exceptional service for clients and guests. This role involves managing staff, maintaining strong client relationships, overseeing financial aspects such as revenue and payroll, and performing valet duties when needed.

Primary Objective

To lead and manage valet operations by delivering outstanding guest service, optimizing efficiency, and driving financial performance. The Account Manager focuses on staff development, operational excellence, and customer satisfaction, ensuring a safe, professional, and organized valet experience while continuously improving service quality and business growth.

Duties and Responsibilities

Client Relationship Management

Serve as the primary contact for each property, ensuring contractual obligations are met while fostering open communication, addressing concerns, and building trust with stakeholders to strengthen partnerships and identify opportunities for service improvements and business growth.

Daily Operational Oversight

Manage scheduling, staffing, and quality assurance to ensure smooth daily operations at each location. Conduct regular site visits to identify and resolve issues, maintain equipment, improve processes, and uphold consistent customer service standards.

Financial and Administrative Tasks

Monitor site-level revenue, payroll, and expenses to identify trends and irregularities, working with the Regional Director on cost control and accurate record-keeping to keep operations financially on track and within budget.

Team Supervision and Training

Recruit, train, and coach hourly associates, set clear performance expectations, and foster a positive work environment by modeling professionalism and enforcing company policies to support employee satisfaction and excellent customer service.

Communication and Reporting

Provide regular updates to management through reports on progress, challenges, and account needs, while using personal devices as needed to coordinate promptly during emergencies or urgent situations.

Supervisory Responsibilities

Actively involve staff in planning, decision-making, and process improvement while taking full responsibility for team performance. Maintain an open and accessible leadership style, providing regular feedback, supporting skill development, and encouraging professional growth. Seek and apply feedback from both internal and external customers, promote a culture of quality, and continuously work to enhance processes, services, and supervisory skills to drive team success.

Additional Responsibilities

Other tasks may be assigned as needed to support the company's overall operational and financial objectives, with the expectation that the management remains flexible and responsive to evolving business needs. Attend required staff meetings and complete assigned training modules in a timely manner. Including but not limited to the ability to work flexible hours when needed, particularly during financial close periods and occasional travel for financial reviews, audits, or corporate meetings. May be required.

Knowledge, Skills, and Abilities

Competency/Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

A high school diploma or GED is required, with at least three years of supervisory experience in parking, hospitality, or a similar customer service field. Additional training or certifications in leadership or business management is beneficial.

Certificates and Licenses

A valid driver's license and reliable transportation are required for this role, along with maintaining an acceptable motor vehicle record with no more than three moving violations within a three-year period. Candidates must also pass and maintain a clean background check. No special certifications are necessary for this position.

Hospitality, Customer Service, and Communication

Provide exceptional guest service through professional communication, active listening, and personalized assistance, creating a welcoming and memorable experience that aligns with company standards and fosters a positive environment for guests and team members.

Advanced Client Management Skills

Build strong relationships by understanding client needs, resolving issues promptly, and anticipating requirements. Coordinate across locations and adjust strategies to ensure client satisfaction and support long-term partnerships.

Strong Analytical and Problem-Solving Abilities

Analyze revenue and payroll, identify discrepancies, resolve operational inefficiencies, and develop solutions to improve performance and accuracy.

Effective Training and Leadership Skills

Provide hands-on coaching, build strong teams, and ensure consistent operations through knowledge of training methods, operational software, and leadership principles, fostering accountability, clear communication, and employee engagement across multiple sites.

Payroll Management

Manage payroll with a focus on scheduling and overtime control, guiding managers to create efficient schedules that optimize labor costs and improve operational efficiency.

Excellent Communication and Reporting Skills

Provide regular updates to operations and HR while maintaining clear communication with internal departments and external vendors, ensuring complex information is shared clearly and effectively.

Work Environment

The work environment for this role includes both indoor and outdoor settings, requiring collaboration with teams, vendors, and clients on-site and in corporate environments. Associates may frequently use computers, communicate via phone, and perform duties in or around parking facilities. Regular exposure to outdoor weather conditions—including extreme heat, cold, humidity, and wet environments—is expected. The location can be noisy, with moving vehicles operated by the public.

Physical Demands

Valet responsibilities require extended periods of running, standing and walking, along with the ability to lift and carry moderate weights, such as luggage. This role also demands specific vision abilities—including close, distance, peripheral vision, depth perception, and the ability to adjust focus—to maintain situational awareness and ensure the safety of guests, vehicles, and pedestrians on-site.

Cell Phone Use

Employees may be required to use personal cell phones for work-related communication, including coordination with team members, managers, and clients, as well as accessing work applications. Reimbursement for work-related phone usage will follow company policy.

Pay Transparency

PMC is committed to pay transparency and equity among all employees and provides employees an environment where pay transparency and dialogue on compensation are allowed. PMC complies with Equal Employment Opportunity laws as well as federal, state, and local laws on compensation, pay transparency, and pay equity.

Additional Compensation and Benefits

• Health Benefits – Medical, vision and dental insurance – Upon eligibility
• 401K – Upon eligibility
• Supplemental Insurance – Life insurance and critical illness
• Bonus opportunities
• Internal leadership development program
• Paid time off
• Paid training
• Tuition assistance through Bellevue University – Up to $5,250 per year
• Nationwide discounts through Perks at Work
• Military friendly employer

Employee at Will

Employment with PMC is on an at-will basis, meaning either the employee or the employer may end the employment relationship at any time, for any reason, with or without cause or notice, in accordance with applicable laws. A 120-day introductory period applies.

Fair Labor Standards Act (FLSA)

This position is classified as exempt under the Fair Labor Standards Act (FLSA), meaning employees in this role are not eligible for overtime pay for hours worked beyond 40 in a workweek at a rate of one and one-half times their regular hourly rate. PMC adheres to all applicable federal, state, and local wage and overtime laws, ensuring that compensation complies with these legal standards. All hourly rates will meet or exceed the minimum wage requirements for your specific work location.

PMC is compliant with all state workman's compensation laws.

Employee Leave

PMC is compliant with all state specific required and FMLA paid leave requirements, such as sick leave, state paid family leave, etc.

Equal Employment Opportunity (EEO) Statement

Parking Management Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

ADA and Equal Employment Opportunity (EEO) Compliance

Parking Management Company will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification in compliance with the Americans with Disabilities Act of 1990 and ensure equal employment opportunity. This job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and marginal job functions are subject to modification.

Job Title: Valet Account Manager

Department: Valet Parking Division

Reports directly to: City Manager / Area Manager

Schedule: Full Time

Status: Exempt

Compensation: Salary plus potential bonus opportunities

(Salary can vary depending on market and applicable experience)

Your opportunity

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

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

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

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

What you're responsible for

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

What you have

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

Required Qualifications:

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

Preferred Qualifications:

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

#workplacejobs

What's in it for you

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

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

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

Make a Difference on Your Own Schedule and Terms!

PCM is looking for a Senior Case Manager who is as passionate about delivering care as we are to come join our amazing team!

A few of our perks:

• Great Work/Life balance!

• $42 per hour (including 100% of Hourly Wage Paid for Drive Time)

• Benefits Available:

  • Medical, Vision and Dental Insurance

  • Accrued Paid Time Off

  • Annual Bonus Eligible

  • Health Savings Account (HSA)

  • Flexible Savings Account (FSA)

  • 401(K) with Company Match

  • Paid Parental Leave

  • Unlimited Peer Referral Program

  • Employee Discount Program

We provide in-home care to former Nuclear Weapons Workers who are suffering from chronic and terminal illnesses, as a result of their previous work environment.

Our Senior RN-Case Managers Direct assigned team members of RN Case Managers in the provision of care in accordance with Agency policy and with state-specific nurse practice act, and regulatory requirements.

Qualifications

• Graduate of a state approved school of professional registered nursing

• BSN preferred

• Current, unrestricted RN license in the state(s) of practice

• Minimum of two (2) years nursing experience including one (1) year in home care or closely related field

• One (1) year of supervisory and/or case management experience preferred

• Current CPR certification

Essential Functions/Areas of Accountability

• Responsible for functions and accountabilities as contained in the case manager job description

• Provide direct care and case management of assigned clients

• Assist and collaborate with the regional director and other personnel to identify and correct issues and/or improve services.

• Plan, implement, and evaluate care provided Participate, coordinate and manage client care conferences as needed.

• Serve as a local on-site clinical resource as needed and provides support to ensure client's home care needs are met.

• Assist and collaborate with staffing coordinators regarding the appropriateness of staffing and scheduling of personnel within scope of practice, competencies, client needs and complexity of home care.

• Adhere to nursing delegation guidelines as described in Agency Scope of Practice policy.

• Ensure adherence to Agency policies.

• Perform other functions as requested by the regional director which may include the following:

• Participate in interviewing, selection, and ongoing evaluation of clinical personnel as requested by the Regional Director

• Personnel training, education, and competency validation

• Review and evaluate clinical documentation for accuracy and completeness

• Participate in all Agency performance improvement initiatives including but not limited to quarterly medical record review

• Collect, document, and submit data on infections, occurrences, complaints and grievances, and performance improvement activities

• Perform and document supervisory visits as indicated to facilitate problem resolution

• Review nurse shift reports for adherence to policy and for opportunities for performance improvement

• Home chart completeness

• Timeliness of staffing cases post referral

• Equipment tracking

• Assist with marketing activities such as visiting with clients or physicians to discuss Agency programs as requested

• The senior case manager, or similarly qualified alternate, shall be available at all times during operating hours and participate in all activities relevant to the professional services furnished, including the development of qualifications and the assignment of personnel.

• Perform additional duties and responsibilities as deemed necessary

Professional Case Management is an Equal Opportunity Employer.