Account Manager
Customer success manager job in Cleveland, OH
The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our services. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face.
Responsibilities
Work cross functionally within the company to communicate with all stakeholders in customers' success
Create and maintain relationships with customers to better understand and achieve their needs
Make visits to our customers to identify opportunities for growth within our platform
Manage all reporting about the health of customers' accounts
Qualifications
Previous account management experience preferred
Articulate and well accustomed to a client facing role
Willingness and ability to travel locally on a daily basis
Sales Manager
Customer success manager job in Cleveland, OH
About the company
We are a specialty building products distributor serving contractors, dealers, and remodelers across residential and commercial markets. With a comprehensive portfolio that includes doors, interior trim, cabinets, countertops and more, our business is built on being the “single-source” partner for our customers.
The culture emphasizes working hard, working smart, working fast, and winning together - with a strong focus on development, accountability, and delivering value.
Position Summary
We are seeking a strategic and results-driven Sales Manager who will lead a team of sales professionals and drive profitable growth across our wholesale dealer channel. This role will require a deep understanding of building-products distribution, channel dynamics, and the competitive landscape. You will be responsible for sales strategy, account development, quota attainment, team leadership, and collaboration across cross-functional teams.
Key Responsibilities
Develop and execute the sales strategy for assigned region or channel, aligned with company goals and market opportunity.
Lead, coach and mentor a team of territory managers/inside sales/account executives to meet and exceed sales targets.
Build and maintain strong relationships with key wholesale accounts, distribution partners, and channel stakeholders; serve as a trusted advisor.
Monitor market trends, competitive activity, and customer needs to identify new business opportunities and drive share growth.
Collaborate with product management, marketing, and supply-chain teams to ensure portfolio alignment, promotional support and optimal SKU availability.
Establish and track performance metrics (pipeline, conversion, revenue, margin) and provide regular reporting to senior leadership.
Manage budgets, forecasts and sales planning; ensure proper territory coverage and resource allocation.
Drive customer satisfaction and retention through operational excellence, responsiveness and a service-centric mindset.
Evangelize company culture and values within the sales organization - instilling accountability, continuous improvement, and high performance.
Qualifications
Bachelor's degree in Business, Marketing or related field preferred.
Minimum of 5 years of progressive sales experience in wholesale distribution or building products industry; prior leadership/managerial responsibility is required.
Proven track record of meeting or exceeding sales targets and margin goals.
Strong vendor/distribution network experience and ability to establish credibility at multiple levels of the channel (wholesaler, distributors, contractors).
Exceptional leadership and team development skills; ability to inspire, coach and hold teams accountable.
Excellent communication, negotiation and presentation skills; comfortable interacting with senior customers and internal stakeholders.
High level of business acumen, strategic thinking and problem-solving ability.
Self-starter, results-oriented, able to thrive in a fast-paced, change-driven environment.
What We Offer
Competitive base salary around $75k plus revenue based commission plan.
Comprehensive benefits including health, dental, vision insurance, 401(k) with company match.
Opportunity to lead within a national presence and growing business, with career development and internal mobility.
A culture committed to your growth, empowerment and long-term success.
Clinical Customer Success Manager
Customer success manager job in Beachwood, OH
SummaryThis position is in GE Healthcare's MIM Software business which makes vendor-neutral imaging software to standardize your workflow and simplify increasingly complex clinical scenarios. Leading global healthcare organizations use MIM to give patients more precise, personalized care.
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MIM believes the initial sale of our software is just the first step in the journey with our customers. Maintaining a devoted customer base is a core part of our strategy. You will be charged with understanding the current needs of our sites and helping them overcome challenges in their clinical workflow to evolve their use of our products. We are looking for candidates with a strong track record of delivering exceptional results with a patient focus, developing deep & strategic account relationships, and executing strategic account plans.
This role will work with our current Radiation Oncology customer base located in various regions, which will require regularly meeting with the customer during their normal working hours and potentially outside of US based business hours. We are looking for candidates located in the western United States to better align with the working hours of our customers.The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.).Job Description
What You'll Do:
Manage customer accounts both remotely and on-site
Note: This will require a passport in order to travel to these regions
You may also work with sites in the US depending on business need
Collaborate to build and nurture customer relationships, foster a cohesive customer experience, and identify and solve problems before they happen
Understand departmental processes, how MIM products are installed and used, and various customer roles within their department (ex: Dosimetrists, Physicists, etc.)
Develop a clinical and anatomical knowledge base and MIM product expertise in Radiation Oncology
Recognize and engage customer stakeholders at managed sites to drive the effective utilization of MIM Software products compelling customers to implement new processes and identify opportunities for cross-selling
Work in a cross-functional capacity across the organization to communicate customer needs and ensure customer follow-up takes place in a timely manner
Capture customer feedback and interactions in our CRM
Report to direct management on current customer activities such as software upgrades, training, proactive customer interventions, and service contract renewal
Provide software training, basic technical support, and new feature presentations to customers over the phone, online, and in person
Collect on and perform renewals of our customer's service and maintenance contracts
As a team member of an global company, you may be required to join meetings outside of normal working hours to collaborate with colleagues in one of our global offices
What You'll Need:
5+ years of customer success management or similar experience preferably in a clinical setting
A bachelor's degree is preferred
Highly competent in a multitude of IT capabilities to support business needs including CRM
Strong communication and interpersonal skills to build lasting connections
Time management and organizational skills with the ability to multitask
Proven ability to navigate hospital institutions
Willingness to travel up to 30%
We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $109,600.00-$164,400.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
Relocation Assistance Provided: No
Application Deadline: April 03, 2026
Auto-ApplyClinical Customer Success Manager
Customer success manager job in Cleveland, OH
This position is in GE Healthcare's MIM Software business which makes vendor-neutral imaging software to standardize your workflow and simplify increasingly complex clinical scenarios. Leading global healthcare organizations use MIM to give patients more precise, personalized care.
****************************
MIM believes the initial sale of our software is just the first step in the journey with our customers. Maintaining a devoted customer base is a core part of our strategy. You will be charged with understanding the current needs of our sites and helping them overcome challenges in their clinical workflow to evolve their use of our products. We are looking for candidates with a strong track record of delivering exceptional results with a patient focus, developing deep & strategic account relationships, and executing strategic account plans.
This role will work with our current Radiation Oncology customer base located in various regions, which will require regularly meeting with the customer during their normal working hours and potentially outside of US based business hours. We are looking for candidates located in the western United States to better align with the working hours of our customers.The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.).
**Job Description**
**What You'll Do:**
+ Manage customer accounts both remotely and on-site
+ **Note:** This will require a passport in order to travel to these regions
+ You may also work with sites in the US depending on business need
+ Collaborate to build and nurture customer relationships, foster a cohesive customer experience, and identify and solve problems before they happen
+ Understand departmental processes, how MIM products are installed and used, and various customer roles within their department (ex: Dosimetrists, Physicists, etc.)
+ Develop a clinical and anatomical knowledge base and MIM product expertise in Radiation Oncology
+ Recognize and engage customer stakeholders at managed sites to drive the effective utilization of MIM Software products compelling customers to implement new processes and identify opportunities for cross-selling
+ Work in a cross-functional capacity across the organization to communicate customer needs and ensure customer follow-up takes place in a timely manner
+ Capture customer feedback and interactions in our CRM
+ Report to direct management on current customer activities such as software upgrades, training, proactive customer interventions, and service contract renewal
+ Provide software training, basic technical support, and new feature presentations to customers over the phone, online, and in person
+ Collect on and perform renewals of our customer's service and maintenance contracts
+ As a team member of an global company, you may be required to join meetings outside of normal working hours to collaborate with colleagues in one of our global offices
**What You'll Need:**
+ 5+ years of customer success management or similar experience preferably in a clinical setting
+ A bachelor's degree is preferred
+ Highly competent in a multitude of IT capabilities to support business needs including CRM
+ Strong communication and interpersonal skills to build lasting connections
+ Time management and organizational skills with the ability to multitask
+ Proven ability to navigate hospital institutions
+ Willingness to travel up to 30%
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
For U.S. based positions only, the pay range for this position is $109,600.00-$164,400.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.
**Additional Information**
GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees.
**Relocation Assistance Provided:** No
Application Deadline: April 03, 2026
Customer Success Manager, Digital
Customer success manager job in Cleveland, OH
As a Customer Success Manager at BrightEdge, you'll serve as a strategic partner to a portfolio of customers, helping them translate their digital marketing goals into measurable success through the BrightEdge platform. This role combines relationship management, strategic planning, and data-driven problem-solving-you'll guide customers in maximizing platform adoption, uncover growth opportunities, and ensure long-term satisfaction. Our extensive training program will help get you up to speed!
You'll work cross-functionally with internal teams to anticipate challenges and craft tailored solutions, while continuously sharing insights, best practices, and new innovations that drive business impact. Success in this role means becoming a trusted advisor who not only supports but accelerates each customer's digital performance and return on investment. What you'll do:
Work with a variety of 60 accounts to develop trusted relationships with decision makers to understand their strategic goals.
Create a plan to execute customer goals using the BrightEdge platform and work within the account to achieve this value.
Identify potential risk and understand customer level of adoption and work collaboratively with other teams to create a solution to ensure customer happiness.
Prepare and execute on quarterly customer success plans.
Add value and platform expertise to grow customer usage of BrightEdge within each account: Introduce new features and best practices.
Develop new materials - presentations, roll-out plans, and proposals.
Track and report on key metrics for customer success.
What you bring:
1+ years of direct customer facing experience.
Experience managing a book of business and demonstrated success identifying renewal and expansion opportunities and retaining an existing book of accounts a bonus but not required.
Experience working with stakeholders at all levels.
Comfortable in a fast-paced, high cadence environment and have strong communication and presentation skills.
Knowledge of or interest in digital marketing preferred.
Benefits and Perks:
Comprehensive medical, dental, and vision insurance
Generous paid time off and company holidays
A close-knit, collaborative office culture
Fully stocked kitchen
Quarterly regular team events
The chance to make a real impact on the future of our workplace and our company
About BrightEdge
BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
Auto-ApplyJr. Client Manager
Customer success manager job in Independence, OH
Are you ready to unlock your potential and embark on an empowering journey with a company that celebrates the entrepreneurial spirit and embraces a growth mindset? We are thrilled to be adding a Jr. Client Manager to our team in Cleveland, OH. Join us and contribute your skills to a dynamic and forward-thinking organization!
Client Manager
? Location: On Site- Cleveland, OH
? Job Type: Full-time | 52 weeks/year
? Industry: Staffing/Light Industrial Services
?Salary: $40k-45k + bonuses
About the Role
As a Jr. Client Manager, you'll be the bridge between our clients and our talent. You'll flex between building strong client relationships and driving recruiting efforts-sourcing, screening, and managing top candidates to keep pipelines full. Acting as the go-to partner for your clients, you'll ensure their needs are met with exceptional service, while also spotting opportunities to strengthen partnerships and grow the business. If you're someone who loves connecting with people, solving problems, and making an impact, this role is for you.
Key Responsibilities
Be the face of our Redwood Tree Culture, leading by example in every client interaction.
Own and nurture existing client relationships-responding to inquiries, solving challenges, and anticipating needs.
Assist with uncovering and closing opportunities to grow accounts through upselling and cross-selling.
Collaborate with recruitment, operations, and finance teams to deliver outstanding results.
Present proposals, candidate profiles, and reports to hiring managers and decision-makers.
Provide end-to-end support-from onboarding to performance follow-up
Support occasional sourcing and recruiting to meet business needs.
What We're Looking For
Must-Haves:
High school diploma or equivalent
1+ years of proven success in account/client management, ideally in staffing or professional services
Valid driver's license and reliable transportation
Excellent communication, time management, and organizational skills
Ability to build trust with clients and collaborate across teams
Proven ability to work independently while contributing to a team
Preferred:
Bachelor's degree in Business or related field
Experience in staffing, recruiting, or consultative sales
Familiarity with Google Workspace, ATS, and CRM systems
What We Offer
? Flexible Paid Time Off - Refuel and Relaunch Program
? Continuous learning & professional growth opportunities
? Team recognition & network-wide engagement programs
? Comprehensive health, dental, and vision benefits
? 401(k) with employer match
Physical Requirements
Ability to sit or remain in a stationary position for extended periods
Must be comfortable with computer work and frequent communication via phone, video, and in-person
Willingness to travel to client sites and industry events as needed
Ready to Make an Impact?
Join a purpose-driven team and help us unlock potential-for our clients, our candidates, and yourself.
Apply today. Let's grow together.?
About Us:
Alliance Industrial Solutions (AIS) connects great people with great companies. As part of the TalentLaunch network, we're fueled by innovation, collaboration, and a commitment to helping others grow.
Learn more:
allianceindustrial.jobs | mytalentlaunch.com
Alliance Industrial Solutions/ TalentLaunch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
ezICHRA Customer Success Manager
Customer success manager job in Richfield, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Overview: We are seeking a dynamic and customer-focused ICHRA (Individual Coverage Health Reimbursement Arrangement) Customer Success Manager to join our team. The ideal candidate will be responsible for ensuring a smooth and positive experience for our ez ICHRA customers as they navigate the implementation and ongoing management of their ICHRA plans. This role involves building strong relationships with customers, providing strategic guidance, and offering support to ensure their satisfaction and success in utilizing the ICHRA model.
Key Responsibilities:
Customer Onboarding & Implementation: Guide customers through the process of setting up and launching their ICHRA plans. Ensure smooth integration with customers' internal management systems, helping customers understand the features, compliance requirements, and best practices. Ensure that customers are provided with appropriate plan advisory assistance during the employee plan selection process.
Timely Enrollment & Payment Processing: Ensure that employee enrollments are processed accurately and on time, and that all payments related to the ICHRA program are made promptly. Address any issues related to delays in enrollment or payment and ensure timely resolution.
Customer Education & Training: Deliver training and informational sessions to customers and their teams, educating them on ICHRA plan features, regulations, and optimization strategies to maximize the value of their plans.
Ongoing Customer Support: Serve as the primary point of contact for all ICHRA-related inquiries. Proactively address any issues, troubleshooting problems, and offer solutions to ensure customers' success with their plans.
Renewal & Retention: Manage the renewal process with customers, including collaboration with the ez ICHRA Analyst team ensuring ICHRA contributions are updated within the customer's ez ICHRA Platform Tech and proactively preparing customers for annual renewals. Address any renewal-related questions or concerns to facilitate a smooth renewal process.
Strategic Account Management: Develop deep, trusted relationships with key customer stakeholders. Regularly check in with customers to assess their satisfaction and identify opportunities for improvement or growth.
Plan Optimization & Problem Solving: Collaborate with customers to review usage data, suggest improvements, and implement changes to increase efficiency and cost-effectiveness of their ICHRA plans.
Collaboration with Cross-Functional Teams: Work closely with Sales, ez ICHRA Platform Tech, Analyst, Marketing, and Compliance teams to relay customer feedback, recommend improvements, and ensure the delivery of exceptional customer experience.
Compliance & Regulatory Guidance: Keep customers informed about changes in healthcare regulations and ICHRA-related compliance requirements. Provide guidance to ensure customers' plans remain compliant with federal, state, and local laws.
Performance Reporting: Track and report on customer success metrics such as engagement, retention, and overall satisfaction. Utilize data to proactively identify opportunities for improvement.
Qualifications:
Education & Experience:
Bachelor's degree in business, Healthcare Administration, or a related field (or equivalent experience).
3+ years of experience in customer success, account management, or customer-facing role, preferably in the health insurance or benefits industry.
Life & Health Insurance License (company paid if not already licensed)
Knowledge & Skills:
Strong understanding of ICHRA, healthcare benefits, and individual health insurance plans.
Proven ability to manage customer relationships and deliver exceptional service.
Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear, concise manner.
Strong problem-solving skills with a solution-oriented mindset.
Ability to work in a fast-paced, dynamic environment and manage multiple priorities effectively.
Proficiency with CRM systems, customer management tools, and data analysis.
Preferred Qualifications:
Experience with ICHRA administration platforms or benefits management software.
Knowledge of healthcare regulations such as ACA, ERISA, HIPAA, and other relevant compliance frameworks.
Why Join Us?
Be part of a growing team at the forefront of transforming how organizations manage healthcare benefits.
Competitive salary and benefits package.
Opportunities for career growth and development.
Collaborative and supportive work environment.
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyClient Manager - Property & Casualty
Customer success manager job in Cleveland, OH
Your Career Choices Matter: Own your Opportunity and Create a Meaningful Path with Taylor Oswald
Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
A Day in The Life:
Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.
Maintains a book of business by practice based on complexity and the servicing of client needs:
National Accounts: 40 - 100 accounts; total book value of $400K to $1M.
Middle Market: 50 - 250 accounts; total book value of $250K - $1M.
Executive Risk: 50 - 250 accounts; total book value of $250K - $1M.
Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.
Works closely and supports agency relationships with appropriate client contacts at all levels.
Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.
Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts; attends client meetings where necessary.
Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.
Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.
Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.
Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.
Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client.
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client.
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need:
3-5 years or more of related experience or the equivalent combination of education and experience.
Prior Property & Casualty support experience is required
Prior Property & Casualty client management experience is preferred
Property & Casualty License required.
Strong interpersonal skills with a collaborative approach
Ability to think strategically and formulate an action plan based on a given set of facts.
Who You Are:
Energetic and desire to learn new skills
Strong organizational skills with ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Ability to consistently demonstrate a positive attitude and lead by example
Works well under pressure and meets established deadlines
Strong written and verbal communication
Who is Taylor Oswald?
Join Taylor Oswald, a minority-owned employee benefits and risk management firm, and you'll do more than just a job - you'll make a real impact. As an MBE-certified partner of Oswald Companies, we offer the resources and reach of a large organization with the close-knit culture and growth opportunities of a small business. We seek to build lasting and trusting client and employee relationships with every interaction, every day.
We're passionate about serving clients, communities and each other. We believe that diverse perspectives lead to better solutions. If you're looking for a company that invests in its people and fosters a collaborative, supportive environment, Taylor Oswald is the place for you. We offer competitive benefits, professional development opportunities, and the chance to work somewhere special.
What you'll get?
Make a Difference. Grow Your Career. Every team member at Taylor Oswald lives our INTREPID values: innovation, nimbleness, trust, resourcefulness, excellence, passion, integrity and diversity. No two days are the same, and our team operates collaboratively, making a dynamic environment.
Hybrid schedule with a three-day in-office and two days at home. We balance work, life, and commuting.
Excellent office locations Cleveland offices relocation to premier space at the Oswald Tower located on the East side of the Flats in Summer 2025! Updated spaces and amenities are exemplary! All other regional areas offer updated workspaces at locations in Cincinnati, Detroit, Pittsburgh, and more!
Competitive pay for skills and talents aligned with each role within our organization. We strive for the excellence and retention of our talented team.
Fantastic Benefits We recognize that taking care of yourself and families are essential. A wide range, including health and wellness for starters, along with a 401k retirement plan that is far above the standard, a 30-day paid-leave sabbatical after 10 years that comes with a bonus, and so much more.
Auto-ApplyProject/Client Manager
Customer success manager job in Cleveland, OH
Job Description
An industry leading multi-disciplinary team is looking for a Senior Project/Client Manager for their Cleveland team!
Responsibilities:
Perform project and client management duties for multi-discipline projects
Work closely with directors, managers, and engineering staff to ensure client needs and expectations are exceeded
Prepare proposals and administer project contracts
Manage design process and work plan
Supervise staff on the following duties:
Design new building structures, alterations, renovations, and additions to existing buildings
Complete monthly financial performance metrics on projects managed (including hours to complete requirements)
Manage preparation of design deliverables for SD, DD, CD level documents
Coordinate the facilitation of Architectural and Engineering drawings/attend coordination meetings
Manage client expectations
Manage project deliverables/deadlines
Manage QA/QC process
Attend meetings
Assist with business development
Requirements:
Bachelor's degree in Engineering preferred
12+ years of project management experience
PE License preferred
Experience designing a variety of projects including Healthcare, Sports, Commercial, Public Sector, Industrial, Education, and/or Institutional projects
Extensive knowledge of local and national building codes/design practices
Knowledge of standard construction practices
Experience working with contractors to address construction issues
Experience working/managing multiple project teams concurrently
Salary is commensurate with experience.
Successful applicant must be authorized to work in the USA without sponsorship.
All qualified applicants will receive consideration for employment without regard to protected veteran status, disability, race, color, religion, sex, sexual orientation, gender identity, or national origin.
Please contact Laura Harrison for further information!
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Client Manager - Personal Lines
Customer success manager job in Cleveland, OH
A Day in The Life
Responsible for servicing an assigned book of business which varies based upon client needs, account complexity, and client structure.
Serves as the main point of contact for all existing clients, centers of influence and assigned book of business; responds to all service requests inclusive of billing inquires and coverage options.
Ensures all client service needs are delivered in a timely and professional manner throughout the year by responding to requests as submitted in accordance to agency standards.
Maintains accurate account files, records, and documentation in accordance with the agency standards; confirms in writing all relevant contacts, communication, suggestions, advice, etc., with clients, carriers and other applicable parties and attaches documentation into the agency management system.
Prepares and submits policy change requests to carriers and/or the assigned Client Service Administrator, documenting the activity in the agency management system.
Monitors the status of change requests, reviews policy documents for accuracy, and ensures the timely delivery of change documents to clients.
Makes recommendations to prospects and current clients to update and enhance policy contracts through an annual insurance review process; reviews may be conducted via email, phone or in person with or without the assigned relationship manager.
Prepares Stewardship & Insurance Summary reports for clients in assigned book of business.
Maintains client relationships with assigned accounts and support retention ratio at or above the Personal Risk agency standard.
Performs all phases of renewal and remarket processing including the preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client.
Identifies and processes coverage enhancements and cross-sales opportunities on an annual basis with assigned book of business.
Resolves client and/or carrier accounting issues, collections, discrepancies, fee arrangements, and/or billing controversies.
Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the development and implementation of the Oswald Companies client service deliverable for new and existing accounts; attends client meetings where necessary.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client; stays proficient in the use of all carrier systems that relate to the assigned book of business.
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class service for the client.
Attains further education, coursework and skills development opportunities to obtain professional designations in the personal risk field of expertise.
What You'll Need
Exceptional organizational skills with ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Works well under pressure and meets established deadlines
Exceptional written and verbal communication
Ability to think strategically and formulate an action plan based on a given set of facts
Bachelor degree in Business Administration or Risk Management and 3 to 5 years or more of related experience or the equivalent combination of education and experience
Prior Property & Casualty support experience
Prior Property & Casualty client management experience
Property & Casualty License
Who You Are
Energetic and desire to learn new skills
Ability to consistently demonstrate a positive attitude and lead by example
Strong interpersonal skills with a collaborative approach
Confident and self-motivated, with the ability to innovate and think creatively
Client Manager - Property & Casualty
Customer success manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
A Day in The Life:
Serves as the key service client contact to identify, design, communicate and implement cost effective Property & Casualty solutions to cover risk appropriately; includes pre-qualifying, reviewing, identifying and procuring coverage needs.
Collaborates with Sales / Business Development and Client Executive teams to support the achievement of defined new business, retention and growth goals.
Maintains a book of business by practice based on complexity and the servicing of client needs:
National Accounts: 40 - 100 accounts; total book value of $400K to $1M.
Middle Market: 50 - 250 accounts; total book value of $250K - $1M.
Executive Risk: 50 - 250 accounts; total book value of $250K - $1M.
Ensures all client service needs are delivered in a timely and professional manner including contract reviews, exposure and coverage questions, proposals, binding communications, certificate template creation and approval, etc.
Works closely and supports agency relationships with appropriate client contacts at all levels.
Directs the onboarding of new clients by collaborating with the Sales / Business Development staff to obtain thorough and accurate information required for the established agency compliance standards.
Serves the Practice Leader, Team Leader, Client Executives and Sales / Business Development staff in the development and implementation of the Oswald Companies Client Service Deliverable for new and existing accounts; attends client meetings where necessary.
Risk Assessment - demonstrates the ability to examine the operations of an insured and/or prospect thoroughly, identifying the potential internal and external exposures that could negatively impact their respective business.
Marketing - compiles the appropriate underwriting information for a given account, and engages the most favorable carrier partners to review/quote the necessary coverage based upon the needs of the client coupled with our extensive knowledge regarding carrier appetites and relationships.
Servicing - ensures the day-to-day servicing needs of our clients are addressed in a timely, complete and professional manner, which includes but is not limited to certificate issuances, endorsement requests, coverage inquiries, billing coordination, etc.
Stewardship - coordinates team members in the preparation of a comprehensive list of services rendered to a client in a given time period; concisely articulates the value of those products and services to the insured.
Loss Control - assists insureds and/or prospects to understand ways in which risk can be minimized or mitigated and helps facilitates those services as appropriate.
Remains current with respect to industry updates, carrier appetites and underwriting capabilities to ensure optimal program placement and pricing negotiations for each client.
Maintains favorable and productive relationships with all underwriters in support of key carrier relationships to achieve best-in-class results for the client.
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need:
3-5 years or more of related experience or the equivalent combination of education and experience.
Prior Property & Casualty support experience is required
Prior Property & Casualty client management experience is preferred
Property & Casualty License required.
Strong interpersonal skills with a collaborative approach
Ability to think strategically and formulate an action plan based on a given set of facts.
Who You Are:
Energetic and desire to learn new skills
Strong organizational skills with ability to transition quickly from one project to another
Ability to problem solve, think logically and work independently
Ability to consistently demonstrate a positive attitude and lead by example
Works well under pressure and meets established deadlines
Strong written and verbal communication
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyCustomer Support Manager
Customer success manager job in Uniontown, OH
- Responsible for oversight of customer service activities including response to customer inquiries, quotations and order entry. - Audit order entry process to ensure that customer requirements are being met quickly, accurately and completely. - Use ACE techniques to monitor performance and implement process improvements - Lead team of Customer Service representatives to provide exemplary customer service to both internal and external customers. - Identify training needs and provide support to improve skills within the department. - Promote customer-focused activity throughout the organization. - Work closely with customers, outside sales and various other departments to meet customer requirements - Work environment to include a blend of tactical and strategic decisions in a fast-paced setting with frequently changing priorities.
Qualifications
Do you have a Bachelor's Degree?
Do you have a minimum of 3 years of supervisory experience?
Knowledge of SAP ERP system?
Previous customer service experience, outside sales experience, familiarity with ACE tools?
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Strategic Account Manager
Customer success manager job in Cleveland, OH
Strategic Account Manager - Data Center Segment (Cleveland, OH)
Company: Wire & Cable Manufacturer
Reports to: VP of Sales
Travel: 30-50%
Role Overview
Lead growth within existing, multimillion-dollar accounts in the data center market. This is a market-driven role (not territory-based) focused on expanding share, strengthening executive relationships, and supporting other Account Managers to win complex opportunities.
What You'll Do
Own the data center customer segment across accounts; build account strategies and growth plans.
Deepen executive-level (C-suite) relationships; serve as a trusted advisor on wire & cable solutions.
Partner with Account Managers to develop new business within existing customers (not a cold-calling hunter role).
Orchestrate cross-functional pursuits (engineering, ops, pricing) and deliver compelling proposals.
Drive pipeline, forecasts, and QBRs; track and report growth against targets.
Provide coaching/mentorship to Account Managers on complex deal strategy and executive engagement.
Lead high-stakes negotiations and executive presentations.
Requirements
What You'll Bring
5+ years of sales experience in wire/cable, electronics, data centers, or contract manufacturing.
Proven record of revenue growth within large, multi-million-dollar accounts.
Strong technical aptitude; able to translate customer requirements into viable solutions.
Exceptional relationship building with C-level stakeholders; polished negotiation & presentation skills.
Demonstrated leadership capabilities (coaching, mentoring, influence without authority).
Based in Cleveland, OH; able to travel 30-50%.
Auto-ApplyClient Account Manager - Automotive Digital Marketing **Future Opportunity** Talent Pipeline
Customer success manager job in Cleveland, OH
Role: Client Account Manager - Automotive Digital Marketing (Future Opportunity Talent Pipeline)
Employment Type: Full-Time
Travel: Between 25%-50% of the time
**Future Opportunity** Join Our Talent Pipeline
At Make & Model Marketing, we believe the right people don't always come along when a job is open - that's why we keep the door open. If you see a role that aligns with your skills and interests, we encourage you to apply, even if it's not currently hiring.
By submitting your application under Future Opportunities, you'll be added to our talent pipeline. Should a position open up that matches your background, we'll reach out to start the conversation. We review every application and are always excited to connect with people who are passionate about automotive marketing and eager to make an impact.
About The Role
As a Client Account Manager at Make & Model Marketing, you'll be the primary point of contact for our dealership clients - building strong relationships, ensuring their needs are met, and acting as a trusted advisor on all things digital marketing. You'll lead monthly client meetings (virtually or in person), walk through performance data, and guide strategy conversations to help clients understand their marketing results and opportunities.
You'll also work closely with our internal team of digital marketers to bring strategies to life - managing projects, keeping timelines on track, and ensuring every campaign aligns with the client's goals. This role requires excellent communication skills, a proactive mindset, and the ability to simplify complex digital concepts for a non-technical audience.
The ideal candidate has hands-on experience in automotive retail (dealership or OEM) and a solid understanding of digital marketing channels including SEO, SEM, and Paid Social.
Requirements:
Minimum 2 years of experience in a client-facing role (e.g., account manager, salesperson, or similar)
Minimum 2 years of experience in digital marketing, with a solid understanding of common channels and strategy
Minimum 2 years of experience in the automotive industry (at a dealership, agency/vendor, or OEM level)
Working knowledge of digital marketing fundamentals, including SEO, Paid Search, and Google Analytics (GA4)
Strong presentation and project management skills, with the ability to lead client conversations and manage cross-functional work
Excellent verbal and written communication skills - professional, prompt, and clear with clients and internal teams
Ability to travel up to 50% of the time for client meetings (including occasional overnight travel)
Highly organized and detail-oriented, with the ability to manage multiple clients and priorities simultaneously
Responsibilities:
Manage dealership accounts by building and maintaining relationships with key dealership personnel including dealer principals, general managers and sales managers, and dealership marketing team members
Identify client goals and craft digital marketing strategies to support them
Analyze key digital marketing metrics and collaborate with our internal teams to identify areas of opportunity
Manage communication with clients and day-to-day requests with responsiveness and professionalism
Collaborate with internal teams to execute client needs
Oversee workflow for projects such as specials, creative, email campaigns, SEO & SEM strategies, and content updates
Review client deliverables to ensure quality and alignment with expectations
Ensure all marketing materials comply with brand standards, co-op requirements, and legal guidelines
The Ideal Candidate:
Passionate about both digital marketing and the automotive industry
Excels at building lasting client relationships and acting as a trusted strategic partner
Operates with an ownership mindset - confidently managing your book of business as if it were your own
Highly organized and detail-oriented, able to manage multiple deadlines and priorities
Thrives in a collaborative environment and enjoys working as part of a team
Strong presentation skills and a knack for translating complex digital marketing concepts to clients without backgrounds in digital
Results-oriented with an ability to lead the team to achieve company and client KPIs and goals
The First 90 Days:
Learning, observing, and building trust - both with clients and with our internal team.
Shadowing an experienced account manager or company owner to get to know our clients, understand their goals, and begin building relationships rooted in trust, transparency, and proactive communication
Get to know our internal teams - including SEO, content, design, and paid media - and learn how we collaborate, communicate, and bring projects to life across departments
Gain a clear understanding of our internal standards for quality, client communication, and service delivery - and how we uphold those standards across every touchpoint
Become familiar with the tools, software, and systems we use to manage client work, track performance, and stay organized - from project management to reporting
By the end of your first 90 days, you'll be ready to confidently take the lead on your own book of business with the full support of our team behind you.
Compensation and Benefits
Your final compensation will be determined by your experience level and skillset
Compensation is reviewed every 6 months
Medical, Dental, & Vision Insurance (Employer pays 50% of premiums)
Simple IRA + 3% Matching Opportunity
10 Paid Time Off days in your first year + your birthday. 15 PTO days after 5 years with our company. 20 PTO days after 10 years with our company
Paid Holidays
Continuous Training Opportunities
Flexible Hours - This position requires employees to work onsite at our office for 7 hours per day (account manager roles may require additional hours due to travel and client schedules). Our office is open from 6:00 AM to 6:00 PM, allowing you the flexibility to choose a schedule that works best for you within those hours
Security Client Manager
Customer success manager job in Independence, OH
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
Now Hiring a Client Manager
Salary Range $58,000 - $68,000 / Year + Full Time Benefits
2+ Years Security Management Experience Required
Valid Driver's License for 1+ Year Required
Apply Now!
Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2025-1479357
Auto-ApplyCustomer Success Manager (Search Marketing Analytics)
Customer success manager job in Cleveland, OH
As a SEO Marketer Customer Success Manager, you drive impact for BrightEdge's most sophisticated customers from launch all the way through the customer lifecycle. You evangelize the value of a well-implemented SEO analytics environment and when you build that value, great things happen for your customer. BrightEdge is the gold standard for SEO data, and you bring this to life by ensuring that the platform is tailored to the multiple divisions of a large organization. You are with your customer every step of the way to make BrightEdge sing for them and make a difference to their business. Responsibilities
Drive business outcomes for enterprise customers by creating and supporting an integrated SEO analytics and research environment
Understand business requirements and align business requirements to SEO program spanning data, workflow, and reporting
Drive integrations and implementations to completion
Communicate with a range of business and technical stakeholders to ensure successful implementation that reflects business requirements
Drive customer platform usage responsive to technical SEO use cases focused on reporting and research
Run frequent customer sessions independently, setting strong agendas and executing post-session follow-up
Identify, engage, and train different divisions within a customer
Provide day-to-day engagement that delights customers and supports renewal
Configure platform to support advanced AI use cases
What it takes to be successful
5+ Years of relevant experience managing multiple customer accounts
Experience doing discovery of business goals and needs
Experience driving technology/platform adoption and usage
Strong verbal and written communication skills and presentation skills
Experience managing complex integrations
Thorough understanding of digital marketing
Working knowledge of SEO
Enterprise analytics experience with Tableau/Domo/Power BI a strong plus
Experience with web analytics, Adobe Analytics a strong plus
Benefits and Perks
Comprehensive medical, dental, and vision insurance
Generous paid time off and company holidays
A close-knit, collaborative office culture
Fully stocked kitchen
Regular team events (Quarterly)
The chance to make a real impact on the future of our workplace and our company
About BrightEdge
BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
Auto-ApplyClient Manager - Employee Benefits
Customer success manager job in Cleveland, OH
Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
A Day in The Life:
Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner.
Approximate workload defined by Practice:
Large: 6 - 10 accounts; total book value of $1M - $1.5M.
Middle Market: 25 - 75 accounts; total book value of $300K - $1M.
Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K.
Works closely and builds relationships with client contacts at the HR leadership and CFO levels.
Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments.
Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions.
Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage.
Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation.
Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary.
Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts.
Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing.
Responsible for the final execution and delivery of meeting action items.
May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs.
May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review.
Directs the service team in the development of any online, client-specific enrollment portal.
Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base.
Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.)
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need:
A college degree is an advantage but not a requirement
Life, Health & Accident License required
At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
Strong tactical skillset
General understanding of technical concepts - self-funding, different carriers solutions, etc.
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues
Ability to oversee CSA's and provide general tactical oversight
Project management skills - ability to work with internal and external partners to deliver results timely.
Who You Are:
Energetic with a desire to learn new skills
Strong organizational skills with ability to transition quickly from one job to another
Ability to problem solve, think logically and work independently
Ability to demonstrate a positive attitude and lead by example consistently
Works well under pressure and meets established deadlines
Strong verbal and written communication skills
Strong interpersonal skills with a collaborative approach
Ability to manage time-sensitive projects
Ability to guide others in a professional manner and serve as a mentor to subordinates
Client Manager - Group Benefits, Private Equity
Customer success manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client's employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client's business, and a minimum of 95% retention and client satisfaction rating.
Essential Functions
Quality, Client Service & Expertise
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With oversight, guidance and input from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and develop accounts by:
Preparing and writing proposals, and providing quote comparisons.
Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage including:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting the coverage analysis.
Review policy coverage and identify cross-selling and additional revenue opportunities.
Develop a thorough understanding of client business, their policies, practices and industries.
Understand and guide clients through the initial objective setting process.
Analyze data to draw conclusions and recommend findings to client.
Respond to client needs and questions, making sound recommendations on a day-to-day basis.
Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.
Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
Service clients in accordance with PAR E&O professional service standards by complying with all E&O Plus, legal and regulatory requirements.
Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
Functional understanding of EPIC and update accordingly.
Ensures adequate time for peer review of all client work including calculations, reports and presentations for accuracy prior to client delivery.
People Management and Relationship Skills
Even though this position does
not
manage people, the Client Manager must be able to perform the following:
Delegate appropriately and provide development opportunities for co-workers.
Display professional, social and teamwork skills
Work well within a team and possess a positive attitude
Manage and meet expectations of co-workers and clients.
Possess good oral and written communication skills both internally and externally.
Productivity
Participate in internal and external networking activities.
Manage projects to meet deliverable deadlines and meet expectations.
Remain up-to-date and current on all tasks.
Possess awareness of firm's service capabilities to generate ideas and solutions for clients and cross selling opportunities.
Minimum Education/Abilities/Skills
Bachelor's Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate's or bachelor's degree is necessary.
3 - 5 years' employee benefits experience handling medium accounts at a high level of responsibility.
Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
Possesses excellent organizational skills and strong financial analysis acumen.
Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders' needs and requests.
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
Contribute to team efficiency by sharing knowledge and best practices.
Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
Other Qualifications
Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
Possess appropriate, jurisdictional licenses - Life and Health
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyClient Manager - Employee Benefits
Customer success manager job in Cleveland, OH
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
Job Summary: Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business.
A Day in The Life:
Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner.
Approximate workload defined by Practice:
Large: 6 - 10 accounts; total book value of $1M - $1.5M.
Middle Market: 25 - 75 accounts; total book value of $300K - $1M.
Small Market: 30 - 44 accounts (efficiencies of scale considered); total book value of $300K - $750K.
Works closely and builds relationships with client contacts at the HR leadership and CFO levels.
Ensures the assigned team maintains the existing client base plus the up-selling and cross selling of other Oswald Products/Services throughout all Oswald market segments.
Directs the onboarding of new clients, which includes obtaining historical and current information for the building and cataloging of client files in the internal systems; ensures the accuracy of all data and the capturing of commissions.
Executes support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
Works with support staff to ensure all online records are complete and accurate both at the time of renewal and at the point of final information; confirms records are continuously maintained and updated for the accepted lines of coverage.
Collaborates with the service team on the preparation and peer review of all client deliverables, which are reviewed with Client Executive for final approval and client presentation.
Conducts open enrollment meeting and ensures all deliverables are accurate including pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information, and any other items deemed necessary.
Prepares and secures commission agreements with carriers, and/or Oswald's fee agreements, monitoring the timely receipt of commission's receivable following the acceptance of contracts.
Captures all meeting notes and activities during client-facing sessions and provides information to support staff for processing; meeting notes should clearly outline the action needed and party responsible for the activity and timing.
Responsible for the final execution and delivery of meeting action items.
May drive the strategic planning process and collaborate with the Client Executive where applicable to develop and monitor a long-term, integrated and comprehensive health management strategy customized to the client's needs.
May develop detailed implementation timelines and plans, ensuring timely client deliverables through effective leadership of small teams.
Initiates the renewal negotiation process on behalf of the client in collaboration with the Client Executive. Creates pre-renewal and renewal presentations for Client Executive review.
Directs the service team in the development of any online, client-specific enrollment portal.
Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base.
Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements. Validates decisions made by clients meet compliance guidelines as it relates to ACA (affordability, minimum coverage, preventive care, etc.)
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
What You'll Need:
A college degree is an advantage but not a requirement
Life, Health & Accident License required
At least 3 to 5 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
Strong tactical skillset
General understanding of technical concepts - self-funding, different carriers solutions, etc.
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Intuitiveness - knowing when to loop in Client Executive and leadership for escalated issues
Ability to oversee CSA's and provide general tactical oversight
Project management skills - ability to work with internal and external partners to deliver results timely.
Who You Are:
Energetic with a desire to learn new skills
Strong organizational skills with ability to transition quickly from one job to another
Ability to problem solve, think logically and work independently
Ability to demonstrate a positive attitude and lead by example consistently
Works well under pressure and meets established deadlines
Strong verbal and written communication skills
Strong interpersonal skills with a collaborative approach
Ability to manage time-sensitive projects
Ability to guide others in a professional manner and serve as a mentor to subordinates
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients.
We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity.
Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations.
Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don't believe us? Ask your friends, colleagues, and mentors about Oswald. There's a reason Oswald has been named a Top Workplace for nine consecutive years.
What you'll get...
At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. Aim high, work hard and we'll help you achieve your goals.
At Oswald, you will experience our caring work environment. We care about our Employee-Owners, we care about our customers, and we care about the world around us. Our caring personality comes to life in the form of volunteering in the community. We even give employees paid time off to volunteer with an organization of their choice.
At Oswald, you will achieve a work-life balance. We care about your physical and emotional well-being, so work-life balance is encouraged and practiced. We understand you have a life outside of work, and we want you to live it.
At Oswald, you will have access to a world-class Total Rewards package. We truly value our people, which shows in our compensation, benefits, and perks.
In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
Paid time off annually and a sabbatical at every 10-year service anniversary.
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level.
And so much more!
To learn more about Oswald, our culture and everything we have to offer, visit us on LinkedIn.
Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.
Auto-ApplyClient Account Manager - Automotive Digital Marketing **Future Opportunity** Talent Pipeline
Customer success manager job in Cleveland, OH
Job DescriptionSalary:
Role: Client Account Manager - Automotive Digital Marketing (Future Opportunity Talent Pipeline)
Employment Type: Full-Time
Travel: Between 25%-50% of the time
**Future Opportunity** Join Our Talent Pipeline
At Make & Model Marketing, we believe the right people dont always come along when a job is open thats why we keep the door open. If you see a role that aligns with your skills and interests, we encourage you to apply, even if its not currently hiring.
By submitting your application under Future Opportunities, youll be added to our talent pipeline. Should a position open up that matches your background, well reach out to start the conversation. We review every application and are always excited to connect with people who are passionate about automotive marketing and eager to make an impact.
About The Role
As a Client Account Manager at Make & Model Marketing, youll be the primary point of contact for our dealership clients building strong relationships, ensuring their needs are met, and acting as a trusted advisor on all things digital marketing. Youll lead monthly client meetings (virtually or in person), walk through performance data, and guide strategy conversations to help clients understand their marketing results and opportunities.
Youll also work closely with our internal team of digital marketers to bring strategies to life managing projects, keeping timelines on track, and ensuring every campaign aligns with the clients goals. This role requires excellent communication skills, a proactive mindset, and the ability to simplify complex digital concepts for a non-technical audience.
The ideal candidate has hands-on experience in automotive retail (dealership or OEM) and a solid understanding of digital marketing channels including SEO, SEM, and Paid Social.
Requirements:
Minimum 2 years of experience in a client-facing role (e.g., account manager, salesperson, or similar)
Minimum 2 years of experience in digital marketing, with a solid understanding of common channels and strategy
Minimum 2 years of experience in the automotive industry (at a dealership, agency/vendor, or OEM level)
Working knowledge of digital marketing fundamentals, including SEO, Paid Search, and Google Analytics (GA4)
Strong presentation and project management skills, with the ability to lead client conversations and manage cross-functional work
Excellent verbal and written communication skills professional, prompt, and clear with clients and internal teams
Ability to travel up to 50% of the time for client meetings (including occasional overnight travel)
Highly organized and detail-oriented, with the ability to manage multiple clients and priorities simultaneously
Responsibilities:
Manage dealership accounts by building and maintaining relationships with key dealership personnel including dealer principals, general managers and sales managers, and dealership marketing team members
Identify client goals and craft digital marketing strategies to support them
Analyze key digital marketing metrics and collaborate with our internal teams to identify areas of opportunity
Manage communication with clients and day-to-day requests with responsiveness and professionalism
Collaborate with internal teams to execute client needs
Oversee workflow for projects such as specials, creative, email campaigns, SEO & SEM strategies, and content updates
Review client deliverables to ensure quality and alignment with expectations
Ensure all marketing materials comply with brand standards, co-op requirements, and legal guidelines
The Ideal Candidate:
Passionate about both digital marketing and the automotive industry
Excels at building lasting client relationships and acting as a trusted strategic partner
Operates with an ownership mindset - confidently managing your book of business as if it were your own
Highly organized and detail-oriented, able to manage multiple deadlines and priorities
Thrives in a collaborative environment and enjoys working as part of a team
Strong presentation skills and a knack for translating complex digital marketing concepts to clients without backgrounds in digital
Results-oriented with an ability to lead the team to achieve company and client KPIs and goals
The First 90 Days:
Learning, observing, and building trust both with clients and with our internal team.
Shadowing an experienced account manager or company owner to get to know our clients, understand their goals, and begin building relationships rooted in trust, transparency, and proactive communication
Get to know our internal teams including SEO, content, design, and paid media and learn how we collaborate, communicate, and bring projects to life across departments
Gain a clear understanding of our internal standards for quality, client communication, and service delivery and how we uphold those standards across every touchpoint
Become familiar with the tools, software, and systems we use to manage client work, track performance, and stay organized from project management to reporting
By the end of your first 90 days, youll be ready to confidently take the lead on your own book of business with the full support of our team behind you.
Compensation and Benefits
Your final compensation will be determined by your experience level and skillset
Compensation is reviewed every 6 months
Medical, Dental, & Vision Insurance (Employer pays 50% of premiums)
Simple IRA + 3% Matching Opportunity
10 Paid Time Off days in your first year + your birthday. 15 PTO days after 5 years with our company. 20 PTO days after 10 years with our company
Paid Holidays
Continuous Training Opportunities
Flexible Hours - This position requires employees to work onsite at our office for 7 hours per day (account manager roles may require additional hours due to travel and client schedules). Our office is open from 6:00 AM to 6:00 PM, allowing you the flexibility to choose a schedule that works best for you within those hours