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Head of Customer Success
Capitalizeus
Customer service manager job in Newport Beach, CA
Capitalize is transforming the $6 trillion commercial real estate (CRE) debt market with AI-driven technology that enhances transparency, improves lead quality, and accelerates deal efficiency. We empower capital markets, investment sales, lenders, and investors with the data and technology needed to fuel revenue growth and enable smarter decision-making. Join us in reshaping the future of CRE finance through AI and innovation.
Summary
Comp: $90K-$120K base + 20-30% bonus
Location: Preferred in Newport Beach, CA (open to hybrid across LA / OC / San Diego)
Capitalize.io is one of the fastest-growing AI/proptech companies in commercial real estate. We help commercial mortgage brokers, lenders, investment-sales brokers, and CRE investors source new deals using real-time liens, maturities, SREO portfolios, borrower contact data, distress signals, and AI-driven matching. 300+ companies rely on Capitalize today - and we're scaling fast.
We're hiring a high-performing, analytical, PLG-native Head of Customer Success to take full ownership of the customer lifecycle. This person will drive activation, adoption, retention, and expansion across a high-velocity book of SMB and mid-market accounts.
Core Responsibilities
Reduce churn by building proactive engagement, renewal, and risk-mitigation processes
Increase adoption via hands-on onboarding, scalable training, and customer education
Drive seat expansion & PQLs by identifying usage gaps and spotting product-qualified signals
Build repeatable playbooks for onboarding, lifecycle management, health scoring, renewals, and QBRs
Work cross-functionally with Product to relay customer feedback and influence roadmap
Partner with Sales to optimize handoffs, expansion workflows, and commercial strategy
Implement systems, dashboards, and analytics to track health, activation, NRR, and usage
Own renewals, churn metrics, customer satisfaction, and lifecycle KPIs
Build and manage onboarding sequences, lifecycle nudges, and automated touchpoints
Improve help center content, documentation, and customer training materials
Handle customer escalations with urgency and professionalism
What We're Looking For
3-6 years in SaaS Customer Success or Account Management
Experience in product-led or hybrid PLG SaaS environments
HubSpot power user (workflows, filters, lifecycle automations, sequences; certified is a plus)
Highly analytical - comfortable using dashboards to identify risk, guide strategy, and optimize retention
Strong process-builder: can create scalable onboarding, lifecycle, and expansion frameworks
Proven examples of improving activation, retention, or expansion
Player-coach mentality - willing to execute while building the long-term CS function
Excellent communication skills; collaborative with Sales, Product, and founders
Industry fit preferred: CRE data, proptech, financial data platforms, or data-heavy SaaS
Preferably located near Newport Beach HQ (hybrid options available across LA/OC/SD)
Competitive Compensation : Base salary with lucrative commission structure.
Professional Development : Opportunities for career growth and advancement.
Work Environment : Collaborative and innovative company culture with a focus on employee well-being and work-life balance.
Capitalize provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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$90k-120k yearly 1d ago
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Student Services Manager
Spartan College of Aeronautics and Technology 3.9
Customer service manager job in Riverside, CA
The Student ServicesManager is primarily responsible for assuring a successful student experience through the entire student lifecycle, including: New student orientation, student support and advisory services, and alumni services. This role interfaces directly with the Dean of Campus Operations, Dean of Academics, Director of Financial Aid, National Registrar, Director of Admissions, and Director of Career Services.
Essential Functions
Participate in relationship management with prospective students and their families, alumni, and active students.
Ensure a personal, supportive relationship is established with each student beginning with the onboarding process; establish an effective supporting relationship with them.
Ensure all students complete Smart Measure and meet with students to discuss results.
Regular and consistent engagement with students via various communication methods (one on one meetings, phone calls, text messages and emails).
Make contact with all active students monthly through classroom visits, one-on-one meetings, or virtual/phone conversations.
Meet with students daily to identify potential hurdles to student's success. Utilize communication skills/advising techniques to assist students in developing a success plan.
Develop / support retention strategies effective in both active and inactive students.
Track student progression in online programs and support the Program Chairs and Dean of Academics for student outreach.
Manage Student Event calendar; Update posted schedules, calendars, and monitors each term.
Coordinate bi-annual student focus groups and encourage student participation.
Prepare and present material at internal workshops; both in person and virtually.
Identify opportunities for student life activities to increase student involvement.
Assist re-entry students on returning student application review process, discuss previous roadblocks and challenges to identify helpful resources to maximize student's program completion/retention, review status eligibility and re-entry needs/requirements.
Connect students with Instructors/ Program Chair to get additional tutoring when needed.
Assist with executing campus events; Career Fair, Job Fair, employer visits, class presentations, graduation and other campus events as needed.
Active participation in Student Council / Student Groups.
Work closely with pending graduates to ensure the completion of exit requirements are met.
Assist in the development and ongoing management of an Alumni Program. Manage, plan, and execute events for alums.
Support Career Services in new student job placement initiatives to ensure current students can find work while attending school.
Network with potential employers to identify job opportunities for students / alumni and pass information to Career Services when new partnerships are established.
Work with Education to support students in testing for their certifications and continuing their education towards more advanced degrees.
Assist the Dean of Students with G&E (Graduate and Employment) Tracking, Program Completion Tracking, and yearly accrediting reporting.
Complete other duties as assigned by the Dean of Student Affairs / Career ServicesManager.
Knowledge, Skills and Ability Required
Knowledge of student development theory, techniques, and research associated with ensuring the success of diverse student populations.
Knowledge of student advising theory and best practices; ability to implement these practices effectively.
Knowledge of obstacles facing non-traditional students and strategies for overcoming them.
Thrive in a fast-paced environment and demonstrate a passion for higher education.
Must have excellent organizational and interpersonal skills and be able to articulate information well, both verbally and in written form.
Must have an eye for detail due to the need for accurate record keeping/recording of information that is personal, monetary, and time-sensitive related.
Must be self-motivated, be driven to meet goals, possess a strong work ethic, and be able to prioritize.
Excellent problem-solving skills, leadership, and time management skills are necessary.
Must have the ability to work both as a team member and independently; use sound judgment regarding organizational and departmental regulations, procedures, and policies; quickly establish and maintain rapport with students, faculty, alums, administration, and parents from varying cultural backgrounds.
Must be able to prioritize multi-tasks in a fast-paced, high-demand work environment while always maintaining a professional demeanor.
Must remain flexible regarding external factors that may affect the work schedule.
Qualifications
Education and Work Experience
High School diploma or GED required.
Bachelor's degree in education, student development, psychology, human relations, or related field, or a minimum of three (3) years in student affairs / engagement; required.
Master's degree preferred.
Experience in an educational setting supporting students' progress toward their educational goals.
Experience with advising, counseling, mentoring, coaching, or providing navigation services for students in pursuit of post-secondary educational goals.
Proficient user of CP and Microsoft Office- Word, Excel, PowerPoint, Outlook
Experience with Anthology software preferred .
Proficient user of Microsoft Office- Word, Excel, PowerPoint, Outlook
Strong written and verbal communication skills
$69k-107k yearly est. 4d ago
Plant Manager
Westlake Royal Building Products
Customer service manager job in Rialto, CA
The Plant Manager is responsible for overseeing all aspects of manufacturing operations. This role ensures production efficiency, quality control, safety compliance, and team development in alignment with company goals and strategic initiatives.
DUTIES AND RESPONSIBILITIES
May include, but are not limited to, the following:
· Lead plant operations to meet production targets, quality standards, and safety goals.
· Oversee the layout and optimization of equipment, workflow, and workforce utilization specific to concrete tile manufacturing.
· Develop and execute operational strategies to improve throughput, reduce waste, and enhance product quality.
· Foster a culture of continuous improvement using lean manufacturing principles (e.g., Kaizen, Six Sigma).
· Collaborate with cross-functional teams including Sales, Product Development, and Supply Chain to ensure customer satisfaction and timely delivery.
· Manage plant budgets, including operating and capital expenditures, aligned with market demand and business forecasts.
· Ensure compliance with OSHA, EPA, and other relevant safety and environmental regulations.
· Promote a safe work environment and lead initiatives to achieve zero-injury performance.
· Train and develop supervisory and managerial talent within the plant.
EDUCATION, EXPERIENCE AND 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 accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's degree in Engineering, Industrial Management, or a related technical field.
Experience
Minimum 10 years of progressive leadership in manufacturing operations, preferably in building materials or concrete products. Experience with lean manufacturing and continuous improvement methodologies is highly desirable.
Skills
- Strong leadership and team-building capabilities.
- Proficiency in interpreting financial reports, P&L statements, and operational KPIs.
- Ability to manage multiple priorities in a fast-paced production environment.
- Excellent organizational, communication, and decision-making skills.
- Familiarity with ERP systems and manufacturing software tools.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Regularly required to sit, stand, walk, bend, and lift up to 35 lbs.
Vision requirements include close, distance, color, and peripheral vision.
WORK ENVIRONMENT
· Must be able to work in a manufacturing environment with moderate noise levels and exposure to dust and heat.
Our compensation reflects the cost of labor across several US markets. The pay range
$140,000 - $182,000 per year
is based on relevant market data in our lowest and highest geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, experience, and skillset. Westlake is a total compensation company. Depending on the position offered, sign on payments, and other forms of compensation may be offered as part of a total compensation package (also to include a full range of medical and other benefits).
$140k-182k yearly 4d ago
Customer Service & Sales Manager
Cathay Bank-Headquarters 4.4
Customer service manager job in Rancho Cucamonga, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customerservice levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customerservice. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)
ESSENTIAL FUNCTIONS
Service and Sales Responsibilities:
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customerservice
Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customerservice, sales, and operational requirements
Establish and manage achievement of assigned team and individual sales production goals
Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate
Operations, Management & Administration Responsibilities:
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customerservice requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customerservice skills and sales/referral activities
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
May serve as Safety and/or Security Officer for the branch
QUALIFICATIONS
College degree a plus.
Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions.
Thorough knowledge of bank policies and procedures.
General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
Direct sales experience desired.
Computer experience (Microsoft Word, Excel, Outlook) required.
Good management skills with emphasis on planning, organization and scheduling.
Excellent verbal and written communication skills.
Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.
OTHER DETAILS
$26.44 - $31.25 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-31.3 hourly 2d ago
Manager, New Clinic Openings & Local Marketing Activation
Hydration Room
Customer service manager job in Irvine, CA
Reports to: Vice President, Marketing
Founded in 2014 by Dr. Brett Florie, Hydration Room is redefining proactive healthcare by blending holistic wellness with Western medicine. With 45+ clinics and rapid expansion underway, our mission is to deliver exceptional IV and injection therapies in a supportive, wellness-focused environment. We are a high-growth health and wellness company committed to raising the standard of clinical care and patient experience.
Role Summary
The Manager, New Clinic Openings & Local Marketing Activation drives the success of Hydration Room's new clinics by leading marketing activities from pre-opening through maturity. This role ensures each new location launches with strong community awareness to conversion, early patient trial, and membership momentum , and a repeatable framework for growth.
As part of the Marketing team, this person collaborates across Operations, Finance, and Clinic Staff to bring new clinics to life by building local brand awareness, driving foot traffic, bringing in new patients, aligning execution, and turning insights into real-time, scalable actions.
Welcome to your healthy place.
Core Role Responsibilities:
New Clinic Ramp & Local Activation
Lead all pre-opening and launch marketing initiatives, including digital, grassroots, and in-market activations.
Build and manage local marketing calendars to generate awareness, drive patient volume, and accelerate membership ramp.
Coordinate all local signage and in-clinic collateral, ensuring brand consistency, timely production, and high-quality execution.
Partner with the marketing team to localize creative and messaging for each market while maintaining visual and voice alignment with brand standards.
Create KPIs and analyze market-level performance data (awareness, acquisition, conversion, retention) to identify key drivers of success and opportunities for optimization.
Create market and partnership lists to support targeting, outreach, and promotional planning. Show return on investment.
Paid Media & Performance Collaboration
Work with the marketing and media teams to support budget allocation, campaign setup, and performance reporting for new clinic launches.
Review campaign dashboards, share insights, and recommend adjustments to optimize spend and conversion performance.
Community Partnerships & Outreach
Build relationships with local fitness studios, wellness partners, and community organizations.
Negotiate cross-promotional partnerships and sponsorships to expand Hydration Room's local footprint.
Work with the Social Lead to coordinate local influencer and ambassador activations, leveraging user-generated content (UGC) for authenticity and reach.
Membership Growth
Lead pre-opening membership campaigns, including digital funnels, referral programs, and local outreach.
Collaborate with Wellness Coordinators (WCs) by providing scripts, training, and promotional support for new offers and events.
Partner with the marketing team to deploy email and SMS lifecycle campaigns that drive rebookings, reviews, and memberships.
Use data to guide offer strategies, including when to extend or expire based on conversion performance.
Grand Openings & Events
Plan and execute grand opening events, media coverage, and community activations that drive awareness and early adoption.
Manage signage, collateral, and events.
Serve as the marketing point of contact on-site during opening week to ensure coordinated execution and brand alignment.
Reviews & Reputation
Provide reporting on review quantity and quality for new clinics, tracking progress and trends.
Support Operations and Clinic Staff with review scripts, training, and tactics to encourage positive feedback and increase review volume.
Cross-Functional Collaboration& Leadership
Partner with Operations to align staffing, readiness, and patient experience with marketing activations.
Collaborate with Finance and Marketing Leadership on budget management and ROI analysis.
Act as an internal ambassador for local marketing excellence, influencing clinic teams through consistent communication, training, and hands-on support.
Capture and share best practices and lessons learned to strengthen future openings and drive scalable growth.
What We Offer:
A fun, growing workplace where you can promote health and wellness in your community.
Direct impact on Hydration Room's ability to grow and deliver accessible wellness care.
Opportunity to shape the recruiting function and eventually build/lead a high-performing hiring team.
Competitive pay and benefits, plus high visibility to executive leadership in a rapidly expanding wellness brand.
Career development opportunities.
Free IV/Injection perks program.
Vacation time.
Participation in a 401k program.
Employee Assistance Program.
Medical, dental, vision, paid life insurance, and voluntary benefits are available for all full time employees.
The salary range for this role is $85,000 - $95,0000 per year. Bonus eligble.
Qualifications & Required Skills:
4+ years of experience in multi-unit wellness, fitness, or retail marketing.
Proven success in pre-opening, local marketing, and community partnership development.
Experience working with paid media, creative, and analytics teams to drive performance.
Strong understanding of marketing tools and platforms, such as Google Ads, Meta Ads Manager, HubSpot, and CRM dashboards.
Excellent project management and organizational skills, able to manage multiple openings simultaneously.
Data-driven mindset with the ability to interpret insights and act on them quickly.
Strong interpersonal and communication skills with both internal teams and external partners.
Willingness to travel up to 40-50% to support openings across California and future markets.
Physical Requirements:
Ability to sit at a desk for prolonged periods
Ability to stand for prolonged periods of time if needed
Must be able to traverse the entire facility
Must be able to lift up to 15 pounds at times
This indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all inclusive or specific to any employee. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned. This description is not intended to limit or in any way modify the right of any manager or supervisor to assign, direct, and control the work of employees. An ability to competently perform all the essential functions of the position (the combination of all essential duties and all essential skills and abilities listed above), with or without reasonable accommodation, is a basic requirement of all positions at the Hydration Room. The Hydration Room is an equal opportunity employer and will make reasonable accommodations in accordance with applicable law so that qualified employees can perform the essential functions of the job. Nothing in this changes the at-will employment relationship existing between the Hydration Room and its employees. The Hydration Room reserves the right to amend this job description at any time.
$85k-95k yearly 4d ago
General Manager of Service Plumbing
Repipe Specialists 3.9
Customer service manager job in La Habra, CA
About the Role
We are seeking a results-driven General Manager (GM) of Plumbing Services to lead frontline service operations across our Orange County and Los Angeles territories. This role has full ownership of technician performance, field sales execution, shop operations, and dispatch coordination.
This is a hands-on leadership role that blends strategic oversight with day-to-day operational execution. The GM will play a critical role in driving profitable growth, developing high-performing field teams, and delivering best-in-class customerservice.
What You'll Do
Lead Technician Performance & Development
Implement and continuously improve standardized install procedures, QA/QC protocols, and service playbooks
Establish, track, and coach to key technician KPIs (average ticket, conversion rate, callbacks, etc.)
Own onboarding and 30-day ramp plans for new technicians
Conduct ride-alongs to coach technical execution, customer experience, and sales effectiveness
Drive Field Sales Execution
Partner with Field Service Sales Managers (FSMs) to achieve sales targets and improve close rates
Coach teams on upsells, drain-to-lining conversions, and membership sales
Leverage tools such as SalesPro AI and performance dashboards to drive results
Provide clear feedback, accountability, and performance management for FSMs
Oversee Shop & Inventory Operations
Manage the LA Shop Manager and serve as interim OC shop lead until growth supports dedicated oversight
Ensure job readiness through strong inventory control, VMI programs (via Hajoca), and tool management
Maintain clean, compliant, and professional facilities aligned with brand standards
Optimize Dispatch & Operational Flow
Align technician availability, job types, and routing with dispatch to maximize capacity and revenue
Support dispatch in real-time problem-solving and route optimization
Review and improve weekly dispatch metrics and scheduling accuracy
Partner Cross-Functionally
Act as a subject matter expert for multi-family and commercial field projects, supporting Business Development with job walks and estimates
Collaborate with Repipe, Marketing, and other verticals on strategic initiatives
Participate in weekly leadership and performance review meetings, reporting on KPIs and operational insights
What We're Looking For
5+ years of leadership experience in plumbing, HVAC, construction, or related technical service operations
Proven success leading and developing field teams, including technicians, dispatch, and supervisors
Strong understanding of plumbing service workflows, install standards, and quality control
Demonstrated ability to manage operational KPIs and drive measurable improvement
Experience improving sales performance through coaching, estimating, and customer communication
Skilled in workforce planning, routing, scheduling, and capacity optimization
Data-driven mindset with experience using dashboards and performance analytics
Experience overseeing shop operations, inventory control, and vendor/VMI relationships
Strong problem-solving skills in fast-paced, field-based environments
Excellent communication skills with the ability to motivate and hold teams accountable
Commitment to safety, compliance, and delivering a high-quality customer experience
Ability to travel between branches and job sites, with flexibility to support operations outside standard business hours
UDR, Inc. and its affiliated companies are seeking a Resident ServicesManager to join our team at Eight 80, our exclusive apartment community (1447 total homes) located in Newport Beach, CA.
Do you thrive on crafting an amazing customer experience and providing satisfying solutions to customers? Do you want to be a "Care Hero" and it's your job to save the customer's day?
As a Resident ServicesManager, every single day is an opportunity for you to build a sense of community and rally your team to achieve the community's resident retention and customerservice goals.
Essential Functions:
Administrative
Manage and complete a variety of tasks which range from simple to complex; all of which are associated with driving and supporting community operations:
Prepare, communicate and deliver all resident specific and community letters and notifications, legal notifications, in addition to the management of the new resident move-in process, documentation and the issuance of all community keys, fobs, remotes, parking permits and parking assignments.
Enforce all policies and procedures. Maintain compliance related to lease agreements including the review and authorization of all leases and ensuring community records (leases, addenda, reports, etc.) are maintained in accordance with stated legal requirements Company policies and/or procedures.
Plan and manage all community events.
Manage and maintain exemplary community website, social media campaigns, outreach marketing efforts for the community to drive occupancy and increase visibility, including PeerSpace, Craigslist, etc.
Maintain acceptable NPS scores and facilitate Reputation Management Process.
Utilize the Sugar CRM to effectively manage resident relations, service requests and resident communications.
Smart Rent Management and Package and Parcel Management.
Manage key policy and process by providing keys to residents or contractors and documenting in accordance with the "Key Policy".
Investigate, address and resolve all community and resident issues, disturbances, complaints and any crime-related activities/inquiries, including the dispatch for patrol services. Complete incident report for Risk Management as needed.
Serve as organizational representative along with the Business Manager for court appearances regarding non-payment and/or other legal action taken, small claims and UD hearings as necessary or required.
Oversee inventory and replenishment of community office supplies and refreshments for office, residents and guests.
Develop and maintain emergency action procedures for the properties.
Work closely with the Centralized Admin, Centralized Sales and Renewal teams to ensure leasing and renewal goals are met.
Ensure leadership style creates a productive, motivated, informed, inspired, engaged and goal oriented team.
Comply with all Company policies and procedures related to employment.
Commit to Living the UDR Values each day in every action taken when executing the essential functions of the job.
Perform other duties as assigned or needed.
Asset Quality
Ensure community is ready for business and meets established physical standards daily as listed below:
Walk community daily; open and close all "showing" units. Monitor property including office space, restrooms, amenity areas, parking lot and "showing" units to ensure they meet UDR's quality, cleanliness and presentation standards and proactively monitor battery upkeep of smart locks.
Refresh community's signage, write and distribute collateral as needed to support the drive for occupancy and improve community image.
CustomerService
Provide the best standard of quality and service through resident relations:
Answer all resident and guest questions professionally and timely, balancing the needs of both internal and external customers. Implement strategies to improve quality of customerservice.
Proactively execute and close self-guided tours and/or provide guided community tours for prospects, lend assistance and provide information pertaining to short-term rentals, corporate housing opportunities and guest suite rentals.
Conduct move-in orientation sessions for new residents and drive annual renewal conversations with existing residents as needed.
Oversee the Customer Survey Program by ensuring that that there is immediate follow up to residents upon the completion of each service request via an e-mail or text notification which includes the ability to request a follow up phone conversation. Follow-up phone calls to residents to gather more information on the quality and satisfaction of service requests.
Oversee and ensure the maintenance related matters are resolved and/or escalated to the ServiceManager to be addressed immediately. If additional service is required, continue to follow up until the issue is resolved.
Financial
Complete various accounting and financial functions associated with driving and supporting community operations:
Work closely with Business Manager to complete required financial responsibilities.
Conduct Purchase Card (P-card) reconciliation for community.
Personnel
Lead winning team by professional example, taking ownership and personal interest in direct reports, if applicable to drive results and team performance:
Host daily and weekly team huddles to discuss community/resident/operations issues and concerns, provide update to team regarding policies, practices, company or team initiatives, training and team building.
Hire and train new staff and develop staff to maximize potential.
Monitor staff performance to include performance and address performance problems through corrective action and dismissal. Assist direct reporting staff to address and resolve concerns or complaints involving job duties and job descriptions, performance standards, relations with coworkers, relations with supervisors and managers.
Approve time records and requests for time off.
Vendor Management
Complete administrative tasks associated with community operations as it relates to outside vendors, communication telecom and IT systems:
Manage vendor keys according to UDR's policies and procedures.
Source new vendors as needed in order to maintain community appearance and resident services.
Maintain community telecom and computer equipment, while serving as a partner to IT to troubleshoot system issues and test systems.
Education and Experience:
Bachelor's degree in business, related field, or its equivalent, preferred. In lieu of degree, equivalent experience in property management or related business operations.
Property management experience in on-site office operations, leasing, administration, and customerservice.
Experience in a supervisory/managerial role, such as Assistant Property Manager and/or Property Manager.
Experience coaching, mentoring and developing teams.
Customerservice experience.
Career Development and Advancement:
We offer ongoing education opportunities to encourage the skillset development of our employees and have a validated culture of enhancing the growth and advancement of their individual career goals. We believe our employees are the organization's most important asset.
Exceptional Benefits:
We offer a comprehensive benefit package, Company matched 401(k), vacation and personal time (up to 10 vacation days, 6 sick days, 4 personal days, and 2 floating holidays per year) plus company observed holidays, discounts to live in our best-in-class communities, tuition reimbursement, company sponsored events, community service days, and our annual President's Club held in Las Vegas, honoring our associates for their exceptional customerservice and operational excellence.
Benefits Offered:
Medical, Dental, Vision Plans
Medical Flexible Spending Account
Dependent Care Spending Account
Lifestyle Spending Account
Supplemental Term Life Insurance
Voluntary Cancer Insurance
Supplemental Short-Term Disability Insurance / AD&D Insurance
Voluntary Long Term Care Insurance
401(k) Plan with company match
Salary Range:
$74,000/yr. - $82,000/yr., depends on experience
Bonus Potential:
10% annual bonus potential, paid out quarterly (2.5%/quarter)
About UDR, Inc.
UDR, Inc., an S&P500 company, is one of the nation's largest owners and managers of residential apartment communities. Become a part of a company that is the industry leader of transformational change and operational innovation! ***********
UDR Inc. is an Equal Employment Opportunity Employer.
UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$74k-82k yearly 3d ago
General Manager - HVAC & Plumbing
Blue Signal Search
Customer service manager job in San Marcos, CA
A privately backed, values-driven home-services group is expanding its legacy HVAC and plumbing brand in North County San Diego. We are seeking a resourceful leader who blends field oversight with full profit responsibility. If you shine in a fast‑moving setting that prizes a strong team culture, outstanding client experiences, and disciplined execution, you have the opportunity to shape something extraordinary-and share in the value you help create.
How You'll Make an Impact
Leadership & Culture
Champion the company's mission, safety mindset, and customer-first philosophy.
Set quarterly and annual goals that tie day-to-day performance to long-term vision.
Recruit, coach, and retain technicians and office staff, fostering a team-oriented culture.
Operational Excellence
Manage every aspect of HVAC activities while delivering strategic oversight to the plumbing leadership team.
Implement efficient workflows, scheduling, and job-cost controls to maximize margin.
Ensure compliance with licensing, permitting, and safety requirements.
Financial Stewardship
Own the full P&L-forecast, budget, and analyze KPIs to spot trends and drive corrective actions.
Improve pricing discipline, labor efficiency, and cash flow while protecting quality.
Growth & Partnerships
Identify new revenue streams and service lines that complement core residential work.
Nurture relationships with distributors, suppliers, and local community partners to strengthen brand presence.
What You'll Bring
More than seven years of increasingly responsible supervisory experience in heating‑ventilation‑air‑conditioning, plumbing, and other residential service operations.
Demonstrated success managing technicians and office teams while owning a P&L.
Strong customer-service orientation with negotiation and sales acumen.
Financial fluency-able to interpret KPIs, job costs, and margin drivers.
Valid driver's license; California CSLB license a plus.
Integrity, accountability, and a coaching mindset that drives team growth.
Rewards
Competitive base salary with 25 percent annual bonus plus profit-sharing potential.
Medical, dental, vision, and 401(k) with match.
Paid time off and relocation assistance for the right candidate.
Ready to steer a respected regional brand to its next stage of growth? Apply today to learn more.
About Blue Signal:
Blue Signal is an award-winning, executive search firm specializing in various specialties. Our recruiters have a proven track record of placing top-tier talent across industry verticals, with deep expertise in numerous professional services. Learn more at bit.ly/46Gs4yS
$63k-123k yearly est. 4d ago
Salon Manager
Regis Haircare Corporation
Customer service manager job in Costa Mesa, CA
Supercuts is one of the industry's most recognized salon brands. We offer outstanding development and training, with special emphasis on technical skills, have an established career path for those who want to grow their careers, offer a competitive wage and outstanding benefits, and are dedicated to every one of our stylists and their success.
Every Supercuts stylist undergoes intensive training, attends regular seminars and is recertified annually to stay ahead of the trends. Ongoing training and education are not only a focus at Supercuts, but we pay our stylists to attend. That's why they're among the most skilled and confident in the industry.
Supercuts offers a wide range of professional services, including haircuts, color and highlights, waxing and specialty services. We use proprietary tools and techniques for exceptional results. No-appointment necessary, and guests can check in online or by phone.
At Supercuts, we are dedicated to creating a friendly, welcoming atmosphere and delivering the highest quality standards for our stylists and guests. Simply put, this has made us the industry leader since 1975.
The Salon Manager is responsible for all facets of a salon's operations and provides leadership and tools for staff to help them increase their clientele and the business. The Salon Leader also provides all hair care services offered by Supercuts and ensures the highest quality of guest service standards and salon profitability. The Salon Manager provides guests with excellent service providing the full range of hair care services offered by their salon. Supercuts endeavors to provide every guest with a great experience every time they visit by providing quality consultations, exceptional service and the knowledge to duplicate the desired look at home.
Minimal Qualifications:
Current cosmetology or barber license and manager license as required by state/provincial regulations
Ability to work a flexible schedule, including evenings and weekends
Ability to provide exceptional guest service, understanding the guest's needs, providing quality consultations and performing services requested in an efficient and professional manner.
Ability to perform administrative tasks such as completing schedules and transactions on the computerized register, performing close-out procedures and light housekeeping duties (Banking Procedures, Inventory for salons, staff meetings).
Ability to resolve guest issues
Ability to effectively lead and develop a team, creating a positive work environment, training and providing guidance on business and technical competency matters and resolving associate issues
Physical Requirements:
Standing for sustained periods of time
Frequent lifting up to 10 pounds, occasionally up to 25 pounds
Continuous repetitive movement with fingers, hands, wrists and arms.
Continuous grasping and reaching, often above shoulder level
Ability to be exposed to various chemicals and fragrances used in performing services
Ability to observe guest's hair, including close vision, color vision and ability to adjust focus
Ability to communicate with guest regarding services offered and requested and the guest's needs and wants
Occasional travel to meetings out of town, sometimes over night
You are submitting your information for potential employment opportunities with an independent franchisee of Regis Corporation or one of its subsidiaries (collectively "Regis"). If hired, you will be a direct employee of the franchisee, not of Regis. Franchisees are independent business owners/operators who set their own wage and benefit programs which can vary from Regis or other franchisees. Only the franchisee is responsible for employment matters at the salon including hiring, firing, discipline, supervision, staffing, scheduling, wages and benefits. Regis will not receive a copy of your employment application and will have no involvement in any hiring or other employment decisions.
$38k-58k yearly est. 7d ago
Automotive Customer Service BDC Manager - Canyon Lake, California, United States
Automotohr Automotive
Customer service manager job in Canyon Lake, CA
The Automotive CustomerService BDC Manager is the direct Supervisor of the Automotive CustomerService BDC Consultant and is responsible for the following but not limited to: managing the BDC Consultants, ensure that department metrics and goals are met in relation to customer contacts, appointments set, appointments show and sold.
Duties And Responsibilities:
Ensure that department metrics and goals are met in relation to appointments set, appointments show and sold for Internet and Inbound phone leads
• Maintain and increase ROI levels set by the company
• Assist in the process of generating the sales of vehicles, service, aftermarket products and finance products
• Assist in the training of sales and the BDC Consultants as it relates to the e-Sales office functions
• Be proficient in dealing with customers via telephone and email
• Measure and maintain performance levels set by the company
• Compile all necessary reports on a timely basis
• Manage employee schedules and time clock reporting for payroll
• Measure, monitor and report all shows and sales (delivered) deals by the BDC Consultants for commissions and bonus
• Hiring, evaluating, managing, counseling, terminating and disciplining of all BDC personnel
• Effectively utilize CRM and Lead Management tools
• Install processes and train employees
• Be knowledgeable about sales process, business philosophy, and products
• Knowledge of office practices and administrative procedures
• Train staff all processes
• Will follow behavioral expectations consistent with the Company's visions/values
Qualifications:
• Previous dealership experience required
• Must have sales experience
• Must have flexible availability
• Skill in the use of personal computers and personal computer software packages, CRM, Internet, Outlook Email, MS Word, MS Excel and various other applications
• Ability to work in call center environment
• Ability to organize and handle multiple tasks with flexibility
• Ability to thrive in a team environment and consistently display professional demeanor.
It's time to make the most important move of your career.
When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. We reserve the right to amend and change responsibilities to meet business and organizational needs as necessary.
We are an Equal Opportunity Employer and a drug free workplace.
We Would Love To Talk With You!
Apply By Clicking The "Apply Now" Button
$50k-95k yearly est. 60d+ ago
Customer Service Manager
Bestpack
Customer service manager job in Ontario, CA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Free food & snacks
Free uniforms
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Location: Ontario, CA
Job Type: Full-Time
About the Role:
We are seeking a CustomerServiceManager to lead our customerservice team and ensure an exceptional experience for every client. This role focuses on team leadership, process optimization, and delivering outstanding service quality.
Responsibilities:
Manage daily operations of the customerservice team, ensuring timely and accurate order processing.
Monitor and improve workflow efficiency, service metrics, and customer satisfaction.
Resolve escalated customer issues and implement solutions to prevent recurrence.
Lead team meetings, assign tasks, and maintain coverage for all shifts.
Oversee training programs and maintain cross-training for all team members.
Collaborate with inventory, logistics, and other departments to meet delivery commitments.
Prepare reports on performance metrics and present improvement plans to senior management.
Qualifications:
3+ years of experience in customerservice leadership or operations management.
Strong problem-solving and organizational skills.
Excellent communication and interpersonal abilities.
Proficiency in analyzing performance data and implementing process improvements.
Ability to work flexible hours, including occasional evenings and weekends.
Benefits:
Competitive salary and performance-based bonuses.
Health, dental, and vision insurance.
Paid time off and holidays.
Opportunities for professional growth and development.
Ready to lead a team that delivers exceptional customer experiences?
Apply today and join a company that values innovation, collaboration, and customer success.
$51k-97k yearly est. 2d ago
Customer Service Manager
Datwyler
Customer service manager job in Ontario, CA
In billions of syringes and in every second car worldwide, Datwyler components make an important contribution to the safety of patients and drivers. The high-tech company focuses on high-quality, system-critical elastomer components and holds leading positions in attractive global markets such as healthcare, mobility, connectivity, general industry and food & beverage. With over 25 production sites on four continents, sales in more than 100 countries and over 8,000 employees, the company, headquartered in Switzerland, generates annual sales of more than CHF 1,000 million.
Our employees are the heart of Datwyler - we treat each other with respect, trust and appreciation. We have strong roots and values that have been well established in our 100-year corporate history. Become part of our great team as a...
The CustomerServiceManager plays a critical role in ensuring customer satisfaction and operational efficiency at Datwyler. This role oversees all aspects of the customerservice process, from lead generation to order entry. The ideal candidate will bring experience working in the elastomer industry, using direct experience in customerservice roles, to lead and coach the regional CSR team. A strong understanding of elastomer products, applications, and industry specific customers is crucial to success in this role.
Responsibilities:
Strategic and operational
Lead, coach, and manage the regional customerservice team to ensure timely and accurate processing of leads, RFQs, and customer orders.
Monitor and track the number of quotes generated by each CSR; analyze win/loss rates and provide regular reporting to commercial leadership team. Ensure team is properly trained, proactively create training schedule, communicate system gaps to leadership, etc.
Monitor and track lead generation through sales cycle, analyze lead conversion and provide regular reporting to commercial leadership team. Ensure team is properly trained, proactively create training schedule (as needed), communicate system gaps to leadership, etc.
Serve as the escalation point for complex customer issues, coordinating with internal departments to deliver timely resolutions.
Ensure CSR team is utilizing contract review, ensure adoption of process, proactively provide cross functional leadership with Quality team, lead training as needed
Main point of contact for customer surveys, cross functional leadership to ensure completion.
Maintain deep knowledge of elastomer products, including materials, applications, and performance characteristics, to support customer needs.
Develop and implement customerservice policies, procedures, and performance metrics (KPIs) to drive continuous improvement.
Support contract review process and quoting functions in collaboration with commercial team.
Monitor customer satisfaction and develop strategies to improve the overall customer experience.
Ensure all customer data is accurately maintained in the ERP and CRM systems.
Experience/Skills:
Bachelor of Arts degree with a commercial or technical focus
10+ years' experience of customerservice experience in a manufacturing or industrial setting; elastomer, rubber, or polymer industry experience strongly preferred.
2+ years of leadership or management experience.
Knowledge of the production and application of elastomer components is preferred.
Knowledge of common industry specific requirements and specifications.
Purposeful, communicative and customer-oriented personality.
Strong analytical, technical and financial skills.
Proficient with CRM, SAP 4S/Hana, and Microsoft Office Suite.
Exceptional interpersonal skills to work cross-functionally and as a team leader.
Ability to multitask and thrive in a fast-paced deadline-driven environment.
Technical aptitude and problem-solving skills related to product performance, specifications, and customer needs.
Excellent writing and verbal communication skills and the ability to communicate at all levels.
Expert English proficiency (verbal and written).
Successful Attributes:
Work from a local office space with a dedicated home office space-TBD by Head of Sales Americas
Willingness to travel to regional Datwyler manufacturing sites, travel to support conferences, shows and exhibitions
What we offer:
A dynamic work environment that balances professional challenges with personal flexibility.
An attractive compensation package, including a substantial competitive base salary and performance-related bonuses.
Opportunities for professional growth in a customer-focused company that values respect and excellence.
Be yourself at Datwyler
We are convinced that people make the difference. At Datwyler, you will experience diversity and a wide range of career opportunities that only an international company can provide. Together, we are increasing our agility, accelerating digitalization and fostering sustainability. For motivated and talented employees, we offer interesting development opportunities with training and assignments in a global environment. With us, you can contribute with all of your creativity and all your ideas.
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$51k-97k yearly est. 60d+ ago
Customer Service Manager
Sunny Distributor
Customer service manager job in Industry, CA
CustomerServiceManager is responsible for the continuous improvement of practices, leading the delivery of best customerservice as well as the leading the strategic alignment for the company's continuous fast growth. This role will provide leadership and direction to the CustomerService team to ensure that an excellent standard of service is provided and maintained.
Job Duties:
Maintain an expert understanding of Sunny products and operations to better understand the needs of the customer and the needs of the company.
Plans, coordinates, and assists with the daily workflow to achieve maximum productivity
Oversee a team of customerservice teams and ensure they are providing an exceptional customer experience.
Ensure customer part orders are shipped, accurately, in timely manner.
Monitor and oversee the CustomerService Team processes and quality.
Builds relevant solutions and product enablement support.
Review emails, chat, and phone call communications ensuring that company policies and ideals are upheld
Resolve complex, escalated customer problems or disputes in a professional manner.
Coach and support team members to help them meet departmental goals.
Keep records and documentation of customers' interactions for training purposes.
Create monthly departmental reports to determine whether KPIs are being met and where there is room for improvement.
Constantly provide customer feedback to internal cross-functional teams to improve product and customer experience.
Investigate and solve customers' problems, which may be complex or long-standing, that have been passed on by customerservice representatives.
Process customer returns and manage return inventory Requirements Process customer returns and manage return inventory Requirements
Improve customerservice procedures, policies, and standards for the customer support department.
Review processes, propose efficiency improvements, and implement process improvements
Requirements:
Bachelor's degree required
5+ years prior experience in customer-facing roles.
Proven experience in a leadership role is required.
Effective verbal and written communication skills and excellent phone etiquette and elevated speech
Must demonstrate strong analytical thinking skills.
Should possess strong problem-solving skills and the ability to make sound judgment calls.
Superior organizational and time management skills.
Knowledge of customerservice programs and databases, or the ability to learn new software quickly.
$52k-98k yearly est. Auto-Apply 60d+ ago
CSR/Associate Broker
South Bay Search 4.0
Customer service manager job in Irvine, CA
Job Description
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customerservice, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 27d ago
Customer Service Account Manager
Taxrise
Customer service manager job in Irvine, CA
WHY JOIN TAXRISE?
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
**New hires joining our team in this role may also be eligible for a
$500 sign-on bonus
as part of our current hiring initiative.**
ABOUT THE ROLE
The CustomerService Account Managermanages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution in a fast-paced, performance-driven environment. This role owns an individual client pipeline and is accountable for meeting daily activity and follow-up expectations, maintaining consistent phone contact, ensuring timely document collection, and advancing cases efficiently through each stage of the process. Success is measured by call activity, responsiveness, case progression, and clear client communication around updates and key milestones, with most cases involving streamlined resolutions and more complex matters such as offer-in-compromise introduced as part of training and development.
We're all about that in-person vibe-this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!
HOW YOU'LL BE REWARDED
At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.
Base pay: $20.00 - $22.00 per hour (full-time, 40 hours per week)
Monthly Bonus: Average bonus potential of $1,500 - $3,000
WHAT YOU'LL DO
Document Collection & Review:
Request and gather required tax-related documents from clients via email, phone, or online portals.
Review submitted documents for accuracy and completeness, ensuring compliance with internal standards.
Identify missing or incomplete information and follow up with clients promptly.
Client Communication:
Serve as the primary point of contact for clients during the document collection process.
Provide clear instructions and guidance to clients on required documentation.
Respond to client inquiries regarding document submission timelines and requirements.
Problem-solving skills to address client concerns regarding documentation requirements.
CRM Management & Task Tracking:
Accurately update the Customer Relationship Management (CRM) system with detailed notes on client interactions, document submissions, and case progress.
Monitor tasks and deadlines within the CRM system to ensure timely follow-up and completion of all client-related activities.
Regularly review open tasks or pending deadlines to ensure cases are moving forward efficiently.
Customerservice expertise with a focus on building strong client relationships.
Problem-solving skills to address client concerns regarding documentation requirements.
Workflow Coordination:
Track the status of document submissions to ensure all materials are received before deadlines.
Coordinate with internal teams to move client cases to the next stage once documents are approved.
Monitor progress and communicate updates with both clients and internal staff.
Administrative Support:
Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records.
Collaborate with other departments to improve processes and enhance the client experience.
WHAT YOU'LL NEED TO HAVE
Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.
Excellent written and verbal communication skills.
Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.
Ability to work independently in a fast-paced environment while meeting deadlines.
Customerservice expertise with a focus on building strong client relationships.
Problem-solving skills to address client concerns regarding documentation requirements.
Knowledge of tax relief processes is a plus, though training will be provided.
WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
ABOUT US
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.
$20-22 hourly Auto-Apply 47d ago
AVP / Customer Service & Sales Manager
Cathay Bank-Headquarters 4.4
Customer service manager job in Irvine, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customerservice levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customerservice. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)
ESSENTIAL FUNCTIONS
Service and Sales Responsibilities:
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customerservice
Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customerservice, sales, and operational requirements
Establish and manage achievement of assigned team and individual sales production goals
Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate
Operations, Management & Administration Responsibilities:
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customerservice requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customerservice skills and sales/referral activities
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
May serve as Safety and/or Security Officer for the branch
QUALIFICATIONS
College degree a plus.
Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions.
Thorough knowledge of bank policies and procedures.
General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures.
Direct sales experience desired.
Computer experience (Microsoft Word, Excel, Outlook) required.
Good management skills with emphasis on planning, organization and scheduling.
Excellent verbal and written communication skills.
Bi-lingual English and Chinese (Mandarin or Cantonese) preferred.
OTHER DETAILS
Officer: $26.44 - $31.25 / hour
AVP: $31.25 - $36.06 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-31.3 hourly 5d ago
Salon Manager
Regis Haircare Corporation
Customer service manager job in Newport Beach, CA
Supercuts is one of the industry's most recognized salon brands. We offer outstanding development and training, with special emphasis on technical skills, have an established career path for those who want to grow their careers, offer a competitive wage and outstanding benefits, and are dedicated to every one of our stylists and their success.
Every Supercuts stylist undergoes intensive training, attends regular seminars and is recertified annually to stay ahead of the trends. Ongoing training and education are not only a focus at Supercuts, but we pay our stylists to attend. That's why they're among the most skilled and confident in the industry.
Supercuts offers a wide range of professional services, including haircuts, color and highlights, waxing and specialty services. We use proprietary tools and techniques for exceptional results. No-appointment necessary, and guests can check in online or by phone.
At Supercuts, we are dedicated to creating a friendly, welcoming atmosphere and delivering the highest quality standards for our stylists and guests. Simply put, this has made us the industry leader since 1975.
The Salon Manager is responsible for all facets of a salon's operations and provides leadership and tools for staff to help them increase their clientele and the business. The Salon Leader also provides all hair care services offered by Supercuts and ensures the highest quality of guest service standards and salon profitability. The Salon Manager provides guests with excellent service providing the full range of hair care services offered by their salon. Supercuts endeavors to provide every guest with a great experience every time they visit by providing quality consultations, exceptional service and the knowledge to duplicate the desired look at home.
Minimal Qualifications:
Current cosmetology or barber license and manager license as required by state/provincial regulations
Ability to work a flexible schedule, including evenings and weekends
Ability to provide exceptional guest service, understanding the guest's needs, providing quality consultations and performing services requested in an efficient and professional manner.
Ability to perform administrative tasks such as completing schedules and transactions on the computerized register, performing close-out procedures and light housekeeping duties (Banking Procedures, Inventory for salons, staff meetings).
Ability to resolve guest issues
Ability to effectively lead and develop a team, creating a positive work environment, training and providing guidance on business and technical competency matters and resolving associate issues
Physical Requirements:
Standing for sustained periods of time
Frequent lifting up to 10 pounds, occasionally up to 25 pounds
Continuous repetitive movement with fingers, hands, wrists and arms.
Continuous grasping and reaching, often above shoulder level
Ability to be exposed to various chemicals and fragrances used in performing services
Ability to observe guest's hair, including close vision, color vision and ability to adjust focus
Ability to communicate with guest regarding services offered and requested and the guest's needs and wants
Occasional travel to meetings out of town, sometimes over night
You are submitting your information for potential employment opportunities with an independent franchisee of Regis Corporation or one of its subsidiaries (collectively "Regis"). If hired, you will be a direct employee of the franchisee, not of Regis. Franchisees are independent business owners/operators who set their own wage and benefit programs which can vary from Regis or other franchisees. Only the franchisee is responsible for employment matters at the salon including hiring, firing, discipline, supervision, staffing, scheduling, wages and benefits. Regis will not receive a copy of your employment application and will have no involvement in any hiring or other employment decisions.
$38k-58k yearly est. 7d ago
Automotive Customer Service BDC Manager - Diamond Honda Of Puente Hills CA - City of Industry, California, United States
Automotohr Automotive
Customer service manager job in Industry, CA
The Automotive CustomerService BDC Manageris the direct Supervisor of the Automotive CustomerService BDC Agent ("The Agents")and is responsible for the following but not limited to: managing the Agents, ensure that department metrics and goals are met in relation to customer contacts, appointments set, appointments show and sold.
Duties And Responsibilities:
Ensure that department metrics and goals are met in relation to appointments set, appointments show and sold for Internet and Inbound phone leads
• Maintain and increase ROI levels set by the company
• Assist in the process of generating the sales of vehicles, service, aftermarket products and finance products
• Assist in the training of sales and the Agents as it relates to the e-Sales office functions
• Be proficient in dealing with customers via telephone and email
• Measure and maintain performance levels set by the company
• Compile all necessary reports on a timely basis
• Manage employee schedules and time clock reporting for payroll
• Measure, monitor and report all shows and sales (delivered) deals by the Agents for commissions and bonus
• Hiring, evaluating, managing, counseling, terminating and disciplining of all BDC personnel
• Effectively utilize CRM and Lead Management tools
• Install processes and train employees
• Be knowledgeable about sales process, business philosophy, and products
• Knowledge of office practices and administrative procedures
• Train staff all processes
• Will follow behavioral expectations consistent with the Company's visions/values
Qualifications:
• Previous dealership experience required
• Must have sales experience
• Must have flexible availability
• Skill in the use of personal computers and personal computer software packages, eLEADS CRM, Internet, Outlook Email, MS Word, MS Excel and various other applications
• Ability to work in call center environment
• Ability to organize and handle multiple tasks with flexibility
• Ability to thrive in a team environment and consistently display professional demeanor.
It's time to make the most important move of your career.
When you join our organization, you'll enjoy comprehensive training, competitive compensation, and unparalleled benefits. Simply put, you'll experience the best that a career in the automotive industry has to offer.
$52k-98k yearly est. 60d+ ago
CSR/Associate Broker
South Bay Search 4.0
Customer service manager job in Irvine, CA
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customerservice, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 60d+ ago
Customer Service Account Manager
Taxrise
Customer service manager job in Irvine, CA
Job Description
WHY JOIN TAXRISE?
At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.
Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.
**New hires joining our team in this role may also be eligible for a
$500 sign-on bonus
as part of our current hiring initiative.**
ABOUT THE ROLE
The CustomerService Account Managermanages a high-volume portfolio of active clients and conducts frequent outbound phone outreach to collect required documentation and drive cases toward resolution in a fast-paced, performance-driven environment. This role owns an individual client pipeline and is accountable for meeting daily activity and follow-up expectations, maintaining consistent phone contact, ensuring timely document collection, and advancing cases efficiently through each stage of the process. Success is measured by call activity, responsiveness, case progression, and clear client communication around updates and key milestones, with most cases involving streamlined resolutions and more complex matters such as offer-in-compromise introduced as part of training and development.
We're all about that in-person vibe-this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!
HOW YOU'LL BE REWARDED
At Tax Rise, Inc., we believe in rewarding hard work and dedication! We offer our team members competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.
Base pay: $20.00 - $22.00 per hour (full-time, 40 hours per week)
Monthly Bonus: Average bonus potential of $1,500 - $3,000
WHAT YOU'LL DO
Document Collection & Review:
Request and gather required tax-related documents from clients via email, phone, or online portals.
Review submitted documents for accuracy and completeness, ensuring compliance with internal standards.
Identify missing or incomplete information and follow up with clients promptly.
Client Communication:
Serve as the primary point of contact for clients during the document collection process.
Provide clear instructions and guidance to clients on required documentation.
Respond to client inquiries regarding document submission timelines and requirements.
Problem-solving skills to address client concerns regarding documentation requirements.
CRM Management & Task Tracking:
Accurately update the Customer Relationship Management (CRM) system with detailed notes on client interactions, document submissions, and case progress.
Monitor tasks and deadlines within the CRM system to ensure timely follow-up and completion of all client-related activities.
Regularly review open tasks or pending deadlines to ensure cases are moving forward efficiently.
Customerservice expertise with a focus on building strong client relationships.
Problem-solving skills to address client concerns regarding documentation requirements.
Workflow Coordination:
Track the status of document submissions to ensure all materials are received before deadlines.
Coordinate with internal teams to move client cases to the next stage once documents are approved.
Monitor progress and communicate updates with both clients and internal staff.
Administrative Support:
Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records.
Collaborate with other departments to improve processes and enhance the client experience.
WHAT YOU'LL NEED TO HAVE
Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively.
Excellent written and verbal communication skills.
Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.
Ability to work independently in a fast-paced environment while meeting deadlines.
Customerservice expertise with a focus on building strong client relationships.
Problem-solving skills to address client concerns regarding documentation requirements.
Knowledge of tax relief processes is a plus, though training will be provided.
WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
ABOUT US
At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.
When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.
We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.
If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.
How much does a customer service manager earn in Menifee, CA?
The average customer service manager in Menifee, CA earns between $38,000 and $127,000 annually. This compares to the national average customer service manager range of $35,000 to $105,000.
Average customer service manager salary in Menifee, CA
$69,000
What are the biggest employers of Customer Service Managers in Menifee, CA?
The biggest employers of Customer Service Managers in Menifee, CA are: