Customer success manager jobs in Connecticut

We're seeking a strategic and customer-focused E-commerce Operations & Customer Success Manager to drive growth through exceptional service and digital innovation. This role combines operational excellence with business development, ensuring we not only meet our customers' current needs, but also anticipate and shape future opportunities in our e-commerce service. About the Company: At Mackey's, you will be focused on executing and growing a retail service that helps our customers care for their pets, farms, and gardens. This is captured in our slogan “Where the Home Grows.” We're a small business with big dreams and we are looking for people who want to join us on this mission...because Mackey's Grows. About the Role: As our E-commerce Operations & Customer Success Manager, you'll be instrumental in strengthening customer relationships while optimizing our digital presence and operational efficiency. The ideal candidate is both analytical and personable, able to identify growth opportunities through customer insights while ensuring seamless day-to-day operations. Requirements Drive Growth Customer Relationship & Business Development · Build relationships with customers to understand their needs and identify growth opportunities · Analyze customer feedback and purchasing patterns to enhance the online shopping experience · Collaborate with merchandising team to develop strategies for customer retention and acquisition E-commerce & Digital Operations · Drive continuous improvement of our online platform and digital customer experience · Monitor and analyze e-commerce metrics to identify trends and opportunities · Develop and implement strategies to increase online sales and customer engagement Execute Effectively Order Fulfillment & Logistics Management · Strategically plan and optimize delivery routes utilizing the routing software platform · Coordinate split orders and manage inventory availability · Proactively communicate delivery updates to customers Customer Experience & Support · Lead customer support initiatives via phone and email · Manage customer account data and renewals · Handle product inquiries and resolve customer concerns with a focus on relationship building Financial Operations & Inventory Management · Implement strategies to minimize inventory shrinkage · Process and reconcile refunds across multiple platforms · Maintain accurate product pricing · Manage vendor partnership programs Personal Growth Skills & Qualifications (that you have or desire to learn): · Strong business acumen with a focus on digital commerce and customer experience · Proven track record of building and maintaining customer relationships · Experience with e-commerce, inventory management, or point-of-sale platforms · Strong analytical skills and data-driven decision making · Excellent project management and organizational abilities · Outstanding written and verbal communication skills · Ability to manage multiple priorities in a fast-paced environment · Proficiency in Google Workspace and standard business applications This position offers an opportunity to shape the future of our digital presence while ensuring operational excellence. The ideal candidate will be someone who combines strategic thinking with hands-on execution, always keeping customer satisfaction and business growth at the forefront of their decisions. Employment Package Benefits · Health Insurance · 401(k) · Paid time off Schedule · Full-time · Monday to Friday · Weekends as needed Work Location: Mackey's Willimantic Office

Job Description Saving the World! Help Wanted… Budderfly is a fast-growth, private equity-backed energy management outsourcing company that is committed to reducing global carbon emissions for small to medium sized enterprises. We are the premier sustainability partner for businesses with repeatable footprints such as restaurant chains, assisted living facilities, retail franchises, and more. Budderfly installs, monitors, and manages a combination of patented technologies, equipment upgrades, and proprietary energy software to help deliver complete energy saving solutions for our customers. Celebrating 5 years on Inc. 5000 America's Fastest-Growing Private Companies list. Recognized in Time Magazine's Best Inventions of 2025. We are an energetic and dedicated team working together to make a positive impact on the environment while providing an excellent customer experience. We are growing quickly and looking to add talented people who are passionate about making the world a better place! We have an opportunity for a motivated individual to fill the role of Customer Success Manager. In this position, the successful candidate will be responsible for acting as the liaison to our customer's executive teams to build strong relationships and ensure that their requests are met with a focus on positive customer experience. Why this Role is Important: Budderfly is committed to ensuring that all our customers' needs are understood and addressed while dramatically reducing their carbon footprint and significantly lowering their energy costs. The Customer Success Manager will take the handoff from the Account Executive who sold the business and continue to grow and enhance the customer relationship at the highest levels of the organization. Responsibilities: Responsible to drive Brand specific (or Brand Group oriented) success for all existing Owners, customers on program as well as successful support of onboarding new Brand owners ensuring elite service and support though customer journey. Expand and upsell existing customers by providing excellent communication, service and onboarding/installation experience with the goal of gaining expansion with additional locations signed onto Budderfly program. Build strong client relationships at the executive level to maintain current business and assist in the acquisition of new customers/locations through referrals. Communicate with executive level contacts at our largest customers to ensure that their needs are understood and addressed to best support the Brand's customer base. Coach and coordinate the internal teams to best support your customer base. Collaborate with internal departments to ensure that customer requests are fulfilled, projects are going to plan, and we are regularly communicating with our customer. Resolve complaints & keep track of all processes/requirements that pertain to the client's needs. Solve problems for customers by understanding and exceeding their expectations through proactive (and automated) communication approach methodologies. Perform regular customer specific check-ins to aid in increased satisfaction. Set up and run customer meetings that proactively demonstrate our value to them and cover billing, capital investments, energy savings, new offering, supply options & related topics to meet expectations. Track all interactions with Brand's customers using our CRM. Collect and analyze data concerning consumer behavior to understand changing needs. Independently prepare and conduct regular reviews with the customer going over program performance including bi-weekly check ins and quarterly business reviews. Travel as needed to meet with customers. Responsiveness to assigned customer tickets and inquiries, including emergency or CSAT requests, that could occur outside of standard business hours Adhere to training, playbook, procedures and contact hygiene inside tech stack tools provided. Offload day-to-day CSTAT issues off the Account Executives to create additional selling bandwidth. Other duties as assigned by Sales Leadership / Management team. Desired Skills and Experience: Operational experience preferred. CRM experience required. Bachelor's Degree or related Energy industry experience. Extensive experience building and managing C Level relationships with clients in an Executive Sales or Account Management role. Ability to understand and assist in meeting customers' company sustainability goals. Detail oriented, organized, thorough and productive. Ability to use multiple tools to fully understand internal and external customer issues and business needs. Ability to prioritize and support multiple customer projects simultaneously. Strong problem-solving skills. Able to work independently. Strong interpersonal, analytical, oral, written communication, and presentation skills. Incentive Bonus based on expansion of existing customer locations and achievement of Sales Targets within assigned region/brand assignments. Compensation is based on factors including level of experience, skillset, qualifications, and location. What We Offer: Career advancement opportunities in a fast-growing, supportive company environment Competitive pay Full benefits package including medical, dental, vison, 401K, life insurance, and disability insurance Opportunity to work as part of a team that values its members and works together to achieve positive change. Budderfly is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status, and to affirmatively seek to advance the principles of equal employment opportunity. We welcome all job seekers, including those with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career web page as a result of your disability .

Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence - drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you'll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization - an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. **Position Summary** The Customer Success Account Manager is responsible for driving customer satisfaction, retention, and growth across assigned accounts. You will ensure seamless delivery of services, proactive account management, and measurable customer outcomes. You will also combine strong organizational skills with customer-facing experience, and a results-driven mindset. **This position is not available to residents of** **California** **.** **Responsibilities** **Customer Retention & Success** + Serve as the primary point of contact for assigned accounts, ensuring ongoing satisfaction and long-term retention. + Conduct regular **account reviews** to assess customer goals, usage, and outcomes, providing actionable recommendations. + Increase exam completion rates by monitoring learner progress, removing barriers, and providing engagement strategies. **Delivery Fulfillment** + **Facilitate service delivery** by coordinating instructor assignments, tracking of client expected training schedules, and ensuring all logistics are in place. + Manage preparation and distribution of training materials, ensuring accurate and timely delivery to customers. + Partner with internal operations, instructors, and vendors to guarantee a seamless customer experience. **Account Operations** + Oversee the **day-to-day management** of accounts, including processing orders, running reports, and maintaining accurate records in CRM systems. + Track customer utilization, training fulfillment, and certification outcomes to ensure contractual obligations are met. + Develop and deliver account-level reporting on performance, usage, and ROI. **Growth & Lead Generation** + Identify upsell and cross-sell opportunities through regular account engagement and success planning and engage sales partners to close. + Partner with Sales and Business Development to generate **qualified leads** and expand existing customer relationships. + Share customer insights and success stories to support marketing and sales initiatives. Perform miscellaneous duties as assigned **Behavioral Competencies** + Excellent written oral communication/presentation, and relationship-building skills + Strong project management and organizational skills, with the ability to juggle multiple priorities + Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen + High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics + Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business + Self-starter who provides creative and pragmatic solutions to business issues and problems + A positive, results-oriented attitude, with a sense of enthusiasm **Qualifications** + Experience in education, certification, training services, Cyber strongly preferred + Proficiency with CRM systems, reporting tools, and order processing workflows **Education and Work Experience** + Bachelor's degree in related field preferred, or equivalent work experience + 5+ years in Customer Success, Account Management, Training Delivery Coordination, or similar role **Physical and Mental Demands** + 25% travel required; this may increase where needed and may be required on short notice + Remain in a stationary position, often standing or sitting, for prolonged periods + Work extended hours when needed + Regular use of office equipment such as a computer/laptop and monitor computer screens **Equal Employment Opportunity Statement** All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. **Job Locations** _US-Remote_ **Posted Date** _3 weeks ago_ _(10/21/2025 8:14 AM)_ **_Job ID_** _2025-2190_ **_\# of Openings_** _2_ **_Category_** _Sales_

We are seeking a highly analytical and organized individual to join our team as a Strategic Account Manager for the Target account. In this role, the candidate will be responsible for devising and implementing a sales strategy at the customer level, aligned with the overall organizational goals.You should possess demonstrated analytical skills, capacity to communicate and collaborate effectively across internal cross-functional partners - including Category Management, Product Management, Business Development, Data Science, Channel Marketing, and Sales Operations. The position entails establishing and strengthening relationships with Target to drive the Meta hardware vision.You should be customer-focused, goal-oriented to make Meta "our retail partner's best partner", and thrive in a deadline-focused and team-oriented environment.This role requires the ability to travel for key meetings. **Required Skills:** Strategic Account Manager, Target Responsibilities: 1. Lead Wearables strategy and tactics for corresponding business objectives. Manage account day-to-day activities and develop Annual Strategy to achieve sales targets 2. Define and manage an annual business plan for key activities to be carried out each quarter, clearly defined resource allocations and planned investments from retail partner 3. Partner with cross-functional peers in Marketing, Ops, and Finance to optimize merchandising, marketing investment, product detail pages, and overall consumer experience 4. Own inventory planning and forecast management, ensuring forecast accuracy goals are met and risks and opportunities are identified 5. Leverage sales dashboards and data tools to share account insights and trends **Minimum Qualifications:** Minimum Qualifications: 6. BA/BS in Business or Marketing-related field or similar work experience 7. 6+ years experience in Sales, Account Management or Business Development with accounts in Mass, Consumer Electronics, Club or Dotcom channels 8. Knowledge of Consumer Electronics market, industry trends, market conditions and competitive landscape 9. Proven track record in delivery of sales quotas against business plans 10. Experience managing workload within timeframes **Preferred Qualifications:** Preferred Qualifications: 11. 4+ years of experience working with Target **Public Compensation:** $129,000/year to $187,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

Job Title: Manager, Strategic Accounts Department: Customer Success & Account Management Reports To: Director of Client Services About Bizmatics, Inc (A Division of Harris Computer) Bizmatics, Inc. is a healthcare technology solutions provider and the developer of PrognoCIS, a comprehensive, cloud-based EHR and practice management platform. As a proud division of Harris Computer, we deliver integrated, customizable software and services that empower ambulatory practices to improve patient care, operational efficiency, and business outcomes. The Strategic Account Manager (SAM) is a trusted advisor and primary relationship owner for a portfolio of high-value and enterprise healthcare clients. This role is responsible for building deep client partnerships, driving account growth, overseeing contract renewals, and ensuring client satisfaction with Bizmatics' suite of EHR and practice management solutions. The SAM serves as the voice of the customer within the organization while aligning customer needs with Bizmatics' product roadmap, services, and corporate objectives.Key Responsibilities Relationship Management Serve as the primary point of contact for assigned strategic accounts. Develop and maintain strong, long-term relationships with executive, operational, and clinical stakeholders. Conduct regular executive business reviews (EBRs) to communicate performance metrics, value realization, and strategic opportunities. Account Growth & Retention Drive customer renewals, contract negotiations, and multi-year agreements. Identify upsell, cross-sell, and expansion opportunities across services, products, and modules. Develop strategic account plans, including revenue forecasts, risk mitigation, and opportunity roadmaps. Client Advocacy & Escalation Management Act as the internal advocate for customers, ensuring their voice influences product enhancements and service improvements. Manage escalations, service issues, and strategic initiatives to resolution by coordinating with cross-functional internal teams. Business Strategy & Insights Analyze client performance data and industry trends to identify opportunities for optimization and process improvement. Deliver strategic recommendations to help clients achieve operational, clinical, and financial objectives. Collaboration Partner with Professional Services, Client Services, Product Management, and Sales teams to ensure seamless service delivery and client satisfaction. Contribute to internal account reviews, revenue forecasting, and operational reporting. QualificationsRequired 5+ years of experience in healthcare IT account management, client success, or healthcare software sales. Proven track record managing strategic or enterprise healthcare accounts. Strong understanding of EHR, practice management, and RCM solutions. Excellent relationship management, negotiation, and communication skills. Ability to navigate complex client organizations and influence decision-makers. Proficiency in CRM systems (Salesforce, HubSpot, etc.) and MS Office Suite. Preferred Experience within SaaS or cloud-based healthcare software. Knowledge of regulatory healthcare frameworks (HIPAA, MIPS, MACRA, etc.) Familiarity with Harris Computer business practices or similar multi-division enterprise structures. Work Environment & Travel Remote with client travel (up to 50%) for client on-site meetings, conferences, and executive business reviews.

Weston & Sampson Services is looking for a Client Services Manager to focus on established business growth, project delivery, and new business development. This position can be located in any of our New England area sites. This role will collaborate with regional and national water/wastewater experts to share resources and expand our Northeast regional area business. You will develop innovative solutions to add value to our clients that differentiate Weston & Sampson from its competitors. What you'll do: Direct and administer the activities of the support team, provide technical resources necessary for client satisfaction and successful project completion. Responsible for quality, timely completion, and budget control of all assigned projects. Coordinate with the Operations and Business Manager to negotiate scope of work, budget, schedule, and specific contract language for all assigned projects. Research and prioritize strategic target accounts and market existing clients through project performance, expanding the scope of existing contracts, and identifying new project opportunities. Visit internal and external client sites overseeing work progress and ensuring client satisfaction ensuring long lasting relationships. Delegate necessary responsibility, authority, and accountability to complete projects successfully. Prepare and review reports as needed. What you will bring: Bachelor's degree in management, construction, or a related field is required. 5-8+ years of progressive experience in Water/Wastewater operations and maintenance management. Substantial industry knowledge with active engagements in professional organizations such as WEF, AWWA, etc. Demonstrated ability to connect with municipal and industrial professionals through coordinated events, town hall meetings, professional seminars, and presentations. A valid driver's license with the ability to travel as needed is required. Strong computer skills to include a working knowledge of Microsoft Office software, including Word, Excel, PowerPoint, and other database software. Ability to generate new business opportunities and qualify leads. Pay Range: $100,000.00 - $120,000.00+ depending on experience #LI-ONSITE Overview Weston & Sampson is an 100% employee-owned, full-service environmental and infrastructure consulting firm made up of more than 800 professionals, who work together to develop innovative, cost-effective solutions for our clients. Since our founding in 1899, Weston & Sampson's mission has been to protect, improve, and sustain the natural and built environment to enhance the quality of life. As we grow, we are seeking dedicated technical and professional individuals who want to collaborate on meaningful projects with a team that respects and values their ideas. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities-all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions. Weston & Sampson is an Equal Opportunity Employer. We embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson is committed to the principles of Inclusion, Diversity, Equity, and Access (IDEA). Our goal is to foster a sense of belonging and equitable representation across our organization and to empower our employees to incorporate IDEA values into the work they perform. Your world is always changing, and so are we. Join us as we grow: *********************************************** A Note to Third-Party Recruiters: Weston & Sampson coordinates all recruiting and hiring at our company. We do not accept unsolicited resumes from third-party recruiters, staffing agencies or related firms. Resumes are only accepted if a signed agreement is in place. All unsolicited resumes will be considered the property of Weston & Sampson. Weston & Sampson is not responsible for any fees related to unsolicited resumes. #construction #maintenance #repair #operations

Job DescriptionDescription: Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support. Position Summary We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions: Client Success (40%) Project Management (30%) Solutions Consulting (20%) Other Strategic Initiatives (10%) The ideal candidate will be responsible for guiding clients through the full post-sale lifecycle-from onboarding and implementation through long-term engagement and optimization. You'll serve as a trusted advisor, working cross-functionally to ensure clients derive maximum value from our solutions, and play a key role in delivering a high-touch customer experience that fosters loyalty and retention. Key Responsibilities Client Relationship Management (40%) Serve as the primary point of contact and advocate for assigned clients. Develop a deep understanding of client goals and build trusted, long-term relationships. Proactively monitor customer health and address issues before they escalate. Identify and pursue opportunities for upselling, cross-selling, and expansion. Serve as the voice of the customer to internal product and engineering teams. Project Management (30%) Manage onboarding and implementation projects from kickoff to go-live. Develop and maintain detailed project plans, timelines, and communication cadences. Coordinate efforts between client stakeholders and internal teams. Track project milestones, manage risks, and ensure successful delivery on time and within scope. Solutions Consulting (20%) Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite. Provide consultative support for workflow design, product usage, and optimization. Support data migration, testing, and training initiatives in collaboration with technical resources. Help clients understand and fully adopt features that align with their strategic objectives. Other Strategic Initiatives (10%) Contribute to process improvement efforts and documentation that scale customer success practices. Collaborate on customer feedback programs and product enhancement planning. Participate in internal training and mentoring initiatives as needed Requirements: 5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions. Strong understanding of project management principles with the ability to manage multiple concurrent projects. Technical proficiency with accounting software, ERP systems, and relational databases (SQL knowledge a plus). Excellent communication and interpersonal skills with a customer-first mindset. Proven ability to translate complex technical topics into client-friendly guidance. Experience working with financial services or accounting software is highly preferred. Bachelor's degree in Business, Accounting, Information Systems, or a related field. Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. Location: Shelton CT preferred or Remote Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only. Drug-free workplace. M/F/V/H EEO

* Planning and Leading Audits * Develop audit plans, scopes, and timelines. * Allocate tasks and supervise audit teams. * Ensure audits are conducted in accordance with relevant standards * Client Engagement * Act as the main point of contact for clients. * Build and maintain strong client relationships. * Address client queries and provide strategic financial advice. * Review and Reporting * Review the work of your team * Prepare and present reports to clients and senior management. * Ensure compliance with regulatory and legal requirements. The Successful Applicant The ideal Client Manager will have minimum 4 years of post-qualification experience in an Accountancy Practice, including exposure to audit. This role is extremely client facing in a fast-growing company which can offer Partnership in the future. What's on Offer Salary banding £45,000 - £55,000 This firm is described as "very personable" where "you do not feel like 'just a number', the partners and management are friendly and approachable." Technology investment and office investment Hybrid working with option to work 1 day from home Professional subscriptions paid for and other CPD Contact Katie Baxter (nee Carew) Quote job ref JN-072021-2940242 Phone number +44 161 829 0439

Job Details Waterbury, CT - Waterbury, CTDescription Customer Engagement Manager and Pricing Coordinator At Hubbard-Hall Inc., we've been helping manufacturers get better results with less chemistry, cost, and complexity for more than 175 years. With headquarters in Connecticut and manufacturing operations in South Carolina and Michigan, we combine deep technical expertise with best-in-class service and logistics. We're proud of our legacy-and even more excited about what's ahead. We're seeking a Customer Engagement Manager and Pricing Coordinator to ensure our sales processes are accurate, efficient, and customer-focused. This role is at the intersection of pricing management, customer account support, CRM oversight, and cross-functional collaboration. If you enjoy working with data, solving problems, and coordinating across teams to create a seamless customer experience, this is a great opportunity to make an impact. What You'll Do Pricing & Analysis: Review pricing and invoicing for accuracy, manage requests from sales and customer service, oversee account-specific pricing updates, and support audits by investigating low-margin items. CRM & Data Management: Maintain and improve CRM functionality, assist sales reps with system support, generate reports and customer lists, and ensure accurate account records. Customer Engagement: Serve as the primary contact for designated house accounts, provide customer communication when sales reps are unavailable, and support smooth processes for new and existing customers. Cross-Functional Collaboration: Partner with marketing on sales meetings and events, work with supply chain on forecasts and inventory, and coordinate with labs, operations, and finance on product and billing issues. Other Contributions: Support webchat coverage, maintain product line contact lists, report on key performance indicators, and contribute to internal projects and special initiatives. What You'll Bring Education: Bachelor's degree in business, marketing, or related field required. MBA or CSOP certification preferred. Experience: 5+ years in sales operations, pricing, or customer account management in a B2B or technical environment preferred. Technical Skills: Proficiency in CRM systems, Microsoft Office, and reporting/analytics tools (Excel, Tableau, etc.). Strengths: Strong organizational skills, attention to detail, and the ability to analyze data and turn it into actionable insights. Collaboration: Proven ability to partner across departments-sales, marketing, supply chain, customer service, finance-to achieve results. Mindset: Customer-focused, data-driven, and comfortable improving processes and solving problems. Lean Six Sigma experience a plus. Leadership: Ability to coach, motivate, and engage colleagues while driving accountability and results. Why Join Us At Hubbard-Hall, you'll join a company that values candor, speed, and respect-principles that guide how we serve customers and how we work together. In this role, you'll have the opportunity to influence both customer experience and pricing strategy, all while collaborating across the business to drive growth and success. Hubbard-Hall Inc. is an equal opportunity employer. Hubbard-Hall, Inc. does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

**Why UKG:** At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. Our Mid-Market Sales Team is dedicated to driving growth within our customer base of our Emerging Markets customers. This team focuses on prospecting across all verticals, leveraging deep industry knowledge and strong customer relationships to sell our full suite of products and services. By attending industry events, conducting business reviews, and running strategic sales campaigns, the team ensures our customers receive tailored solutions that address their unique needs and challenges. **About the Role:** We are seeking a dynamic and strategic Customer Account Manager to join our team. In this role, you will work closely with our SMB and Strategic customers to drive sales growth through upselling and cross-selling our products and modules. You will leverage your deep understanding of the customer's industry and pain points to provide tailored solutions and support. This role involves establishing and maintaining positive customer relationships through regular interactions, attending industry events, and conducting business reviews. You will also develop strategic sales campaigns, identify sales opportunities, and create proposals for HCM and Payroll solutions. Additionally, you will collaborate with internal teams to ensure customer satisfaction, monitor account health, and maintain accurate data in our CRM system. **Key Responsibilities:** - Customer Relationship Management: Establish and maintain positive relationships with customers through regular face-to-face interactions, including attendance at industry events, trade shows, and conferences. - Industry Expertise: Proactively research and develop expertise in the customer's industry to advise and support customers on best practices and service expansion. - Sales Campaigns: Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. - Sales Proposals: Identify sales opportunities and develop proposals for HCM and Payroll solutions aligned with customer needs. - Product Knowledge: Maintain a thorough understanding of our products and capabilities, incorporating technical advances in presentations to end users. - Account Planning: Develop and maintain Annual Account Plans and Relationship Maps for each assigned account in collaboration with internal stakeholders. - Relationship Building: Build strong relationships with business decision-makers across accounts by leveraging sales management teams, executive sponsors, and in-person meetings. - Customer Experience: Ensure positive customer experiences through existing relationships and conduct at least one annual business review covering adoption, support, and roadmap content. - Customer Engagement: Increase customer engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing teams. - Account Monitoring: Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams to improve customer satisfaction. - Data Management: Maintain accurate account contacts and sentiment in SFDC, including a rolling 4-quarter pipeline, and engage with marketing-qualified leads within 24 hours. **About You:** **Basic Qualifications:** - 2+ years successful experience in account management, sales, customer success, ERM or a related field, with a demonstrated ability to meet or exceed sales quotas. - OR 1+ years experience in Customer relations and/or business to business sales experience of selling products and/or providing service to a broad customer/prospect base. - Minimum of 1 year experience in the technology/software industries - Ability to travel for face-to-face customer interactions and industry events. **Preferred Qualifications:** - Excellent communication and interpersonal skills. - Proficient in Salesforce - Thrives in a quick-turn, high-paced environment - Ability to prioritize and multi-task while maintaining sharp attention to detail with well-developed organizational skills - Possess strong verbal and written communication skills - Ability to articulate the value proposition of our product offering - Bachelor's degree or equivalent practical experience. - Experience in digital advertising, consultative sales, digital media sales, business development, online media environment, or digital marketing role - Experience optimizing and troubleshooting products or services. **Company Overview:** UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com. **Equal Opportunity Employer:** UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories. View The EEO Know Your Rights poster (************************************************************************************************** UKG participates in E-Verify. View the E-Verify posters here (******************************************************************************************** . It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Disability Accommodation in the Application and Interview Process:** For individuals with disabilities that need additional assistance at any point in the application and interview process, please email ******************. **Pay Transparency:** The base salary range for this position is $90,000 to $95,000; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at ********************************************* It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

THE OPPORTUNITY We seek an experienced, passionate, and highly motivated Client Success Manager based in Stamford, CT. This person will use deep understanding of Tru Optik's technology & services capabilities combined with up-to-date knowledge of each client's business model and objectives to ensure client satisfaction, retention, and help maximize client and Tru Optik revenue. The Client Success Manager also assumes responsibility for client and partner communications during the implementation process and is responsible for achieving on-time launches of expansion projects for existing customers. Tru Optik's client service philosophy is based on establishing long-standing client relationships formulated foremost on trust as well as high-touch and proactive service. This position will initially report to the Chief Client Officer. KEY RESPONSIBILITIES · Understand, track, and follow-up on all open projects as well as their prioritization towards supporting the strategic vision of the account as articulated by the sales and revenue teams. · Be able to understand and use Tru Optik's technologies be able to provide general guidance on how to use our products · Deeply understand each client's business including business models, key operating statistics, high-level technical architectures and key partnerships. · Directly oversee, prioritize and quarterback all new major technology installations as well as ongoing expansion projects. While not directly responsible for revenue, you can have a material impact on the business by nailing on-time implementations. · Work closely with technical support teams to ensure smooth operations of day-day customer support. · Assist clients in selecting the best data solutions given their requirements. · Manage the collection and relative prioritization of new feature requests. Submit through to product management and see through to completion. · Work closely and help lead Tru Optik training teams to facilitate the continued education of our customers. ABOUT YOU · BA/BS degree and 3-6 years experience with internet technologies · 3-6 years experience in the online advertising/internet marketing field in a client-facing capacity · Understand the online video business and/or data solutions that add value · Possess the leadership skills necessary to work with a large and complex client, acting as the primary point of contact day-to-day · Any experience working directly with more traditional television businesses can be a plus · Demonstrate a track record of exemplary project and program management skills · Able to prioritize requests and workload, keep to-do lists, and prioritize those lists both within and across a book of business · Very strong communication skills both written and verbal · Excited to help large companies manage their successful use of enterprise-focused technology · Value answering client questions in a highly timely manner and able to marshal internal resources to do so where needed. OTHER VALUES · Smart and excited about learning in a dynamic work environment · Self-motivated and can thrive in a startup · Optimistic · Fun to work with · Fundamentally excited about the opportunity to reshape an industry! BENEFITS Tru Optik offers a competitive benefits package including subsidized healthcare, 401k match, office snacks, and a flexible approach to vacations and time off. Tru Optik is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veteran's status or any other characteristic protected by law.

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines High Net Worth Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR o8G1WEx2ix

The Customer Engagement Manager is a key member of our Go to Market organization responsible for educating and empowering our existing SMB customers to realize value through their partnership with Dodge. The Customer Engagement Manager supports the customer experience through proactive outreach and solution-oriented approaches providing value-based data, best practices, and insights to customers to improve retention and customer experience. This is a full-time position and reports directly to the Manager,CustomerSuccess. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Build and maintain strong relationships with existing clients to understand their needs, provide support and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Drive ongoing customer engagement through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Develop relationships with customers to uncover potential risk and overcome objections by reinforcing the value of the products they have purchased + Serve as the primary point of contact for customers, addressing their inquiries, resolving issues and driving value by using customer analytics and regular review of their accounts + Act as a customer advocate within the organization, ensuring that customer feedback, concerns, and needs are communicated effectively to relevant departments for prompt resolution and product improvements - wholly own the customer experience + Develop and execute strategic account plans for customers, focusing on objectives, tactics and timeliness to maximize growth and retention + Contact and secure upcoming renewals at least 120 days in advance of maturity date + Provide training and support to customers on using products or services effectively, utilizing methods such as product demonstrations, training sessions and/or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools + Stay up to date of job, product, and industry-related training opportunities + Educate and empower clients to take full advantage of product features and updates, guiding them through transitions and helping them integrate changes into their daily operations + Leverage data and insights to identify adoption gaps and deliver targeted training, resources, or recommendations to improve engagement and retention **_Key Metrics for Success_** **Engagement Metrics:** Client usage rates and engagement with key platform features **Renewal Rate:** Percentage of clients renewing beyond their first year **_Education Requirement_** + High School Diploma or GED + Bachelor's degree and/or combination of equivalent work experience preferred **_Required Experience, Knowledge and Skills_** + 2+ years of relevant sales, account management, or support experience supporting SaaS based software + Proficiency in desktop software programs (Word, Excel, PowerPoint) + Ability to learn SaaS products + Basic construction industry knowledge or ability to learn construction industry knowledge + Technical skills + Superior personal integrity and ownership of outcomes + Exceptional communication skills + Relationship building and client-centric skills + Ability to coach customers on best practices and uncover pain and solution + Empathetic small business growth mindset to identify meaningful opportunities for customers benefit + SKILLS: Communication/Interpersonal, team building, growth mindset, conflict resolution, organization, coaching/mentoring, effective writing and presentation, problem solving, storytelling, decision making and time management, strategic planning, and critical thinking **_Preferred Experience, Knowledge and Skills_** + Working in a SaaS based environment + Previous CRM or order management experience **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $_ _50,000-$65,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the_** **_future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer._** **_We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people._** **_All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** _\#LI-Remote_ _\#LI-SB1_ _\#DE-Remote_ _\#DE-1144-2025_

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. JOB SUMMARY Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team escalations, documents procedures and identifies areas for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client assistance and customer service on day to day issues with clients by replying via both oral and written communication Acts in a proactive manner with assigned clients and builds relationships to ensure retention Works with plan sponsors, brokers, registered investment advisors, Trust companies and other third-party vendors, including auditors to reply to requests for specialized reports, communicate fund actions, consult on client inquiries and research/resolve issues Works under pressure in a very fast paced environment Focuses on learning in everyday activities and events Coordinate with and openly exchange knowledge with colleagues Regular, reliable, and punctual attendance MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE Bachelor's degree in a business-related field or industry experience DST experience PROFICIENCIES Ability to work unsupervised Diplomatic Creative Problem Solver Integrity Detailed Thinker Resourceful Team Player Sound Judgment Results Oriented Personal Credibility Written and Oral Communication Skills TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: ● Manage the day-to-day client relationship and delivery of quality care ● Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience ● Conduct in person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization. ● Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client's support system ● Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated ● Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate ● Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs ● Acting as subject matter expert for all quality control and quality assurance matters ● Understand each new client's needs by conducting a thorough initial assessment or a review of previously completed assessment ● Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction ● Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client's daily routines, and the client's preferences and needs. ● Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff ● Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve ● Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them ● Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction ● Ensuring compliance with all state regulations and following all company guidelines ● Recommending and/or implementing policy and/procedures to address specific or a group of clients ● Look for cross-referral opportunities and other means of increasing business from new and existing clients ● Support on-call and after-hours support as needed ● Additional duties as assigned Required Skills, Education, and Certifications: ● Bachelor's Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience ● Excellent customer service and conflict resolution skills ● Computer proficiency and ability to document accurate and timely notes in systems related to client visits ● Current driver's license and proof of insurance Compensation: $60,000-$75,000 Preferred ● 3 years experience in health care, elder care, social work, or related industry preferred Physical Requirements: ● Ability to travel locally approximately up to 75% of the time ● Ability to lift and carry up to 15-20 pounds ● Ability to sit, stand, and walk for prolonged period of time throughout the workday ● Ability to use standard office equipment Benefits for full time employees Medical/Dental/Vision Insurance TouchCare VirtualCare Life Insurance Health Savings Account Flexible Spending Account 401(k) Matching Employee Assistance Program PTO Plan for Non-Exempt Employees Flexible PTO Plan for Exempt Employees Holidays and Floating Holidays Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: ● Manage the day-to-day client relationship and delivery of quality care ● Identifying and focusing on a holistic approach to client care with a focus on quality of life, including recommending new and/or specific avenues to improve client care and experience ● Conduct in person assessments with prospective clients, addressing their questions and concerns, building relationships with their families, and converting them into active service with the organization. ● Utilize interpersonal relationships and communication skills to build rapport with the client and fortify the relationship with the client and the client's support system ● Ensure that TheKey care team is up-to-date with all relevant information and the care plan is thoroughly documented and routinely updated ● Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly, and/or monthly meetings, as appropriate ● Consult with the client regarding their specific needs and preferences, experience and objectives, and evaluating potential solutions to client needs ● Acting as subject matter expert for all quality control and quality assurance matters ● Understand each new client's needs by conducting a thorough initial assessment or a review of previously completed assessment ● Follow the Start of Care Process to ensure a quality experience by providing extra support for new client cases to ensure complete client satisfaction ● Conduct in-person client re-assessments and quality assurance visits that include but are not limited to a view of home safety assessments, the client's daily routines, and the client's preferences and needs. ● Proactively assessing and reassessing client needs and referring the client to additional services, adjusting services, or adjusting caregiving staff ● Communicate effectively with the interdisciplinary team to ensure an overall quality experience, including the best possible caregiver match, the accuracy of client billing, and long-term care insurance benefit utilization. Managing Caregiver introductions to clients and families and recommending additional training for caregivers as care needs evolve ● Manage escalations and/or complaints from clients, caregivers, and others and utilizing their judgment and discretion to resolve them ● Reviewing and adjusting the client rates as the care progresses with consideration of changing care needs; quality service, service issues, and overall client satisfaction ● Ensuring compliance with all state regulations and following all company guidelines ● Recommending and/or implementing policy and/procedures to address specific or a group of clients ● Look for cross-referral opportunities and other means of increasing business from new and existing clients ● Support on-call and after-hours support as needed ● Additional duties as assigned Required Skills, Education, and Certifications: ● Bachelor's Degree in Human or Health Services or a related profession from an accredited university preferred or equivalent work experience ● Excellent customer service and conflict resolution skills ● Computer proficiency and ability to document accurate and timely notes in systems related to client visits ● Current driver's license and proof of insurance Compensation: $60,000-$75,000 Preferred ● 3 years experience in health care, elder care, social work, or related industry preferred Physical Requirements: ● Ability to travel locally approximately up to 75% of the time ● Ability to lift and carry up to 15-20 pounds ● Ability to sit, stand, and walk for prolonged period of time throughout the workday ● Ability to use standard office equipment Benefits for full time employees * Medical/Dental/Vision Insurance * TouchCare VirtualCare * Life Insurance * Health Savings Account * Flexible Spending Account * 401(k) Matching * Employee Assistance Program * PTO Plan for Non-Exempt Employees * Flexible PTO Plan for Exempt Employees * Holidays and Floating Holidays * Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK

HarcoSemco LLC, a leading innovator in aerospace systems and technologies, is seeking a highly organized and detail-oriented Customer Account Manager. This role serves as a key liaison between customers, production planning, engineering, and internal teams. You'll manage the full contract process from order intake to post-delivery support, ensuring exceptional service and compliance with industry standards. This position must meet Export Control compliance requirements; therefore, a "US Person" as defined by 22 CFR 120.62, 15 CFR 734.2(b)(2)(ii), 10 CFR 810.3, 8 U.S.C. 1324b(a)(3) is required. "US Person" includes a US Citizen, lawful permanent resident, refugee, or asylee. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.

Customer Solutions Assistant Manager- Pawcatuck (NE10) This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, customer solutions assistant branch managers are cross-trained to fully handle operational, customer service, and consumer and business product/service tasks efficiently and effectively. In addition, customer solutions assistant branch managers will serve in a leadership role and are experts in the areas of small business, technology, and residential lending. ACCOUNTABILITIES / RESPONSIBILITIES : Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers. Proactively engages with customers inside and outside of the branch - informs and educates through various experiences including digital and public presentations - assists with branch events and initiatives, provides efficient, accurate and courteous customer service. Proactively engages with community through networking events, branch coordinated events/initiatives and community education. Makes business development calls to area businesses and refers commercial loans and cash management services to business partners. Maintains expert knowledge of Bank's products and services. Identifies and actively engages customer in determining needs and goals. Recommends and creates customized solutions - opens and processes all types of consumer and business deposit accounts, consumer, residential, retirement, and small business credit solutions. Participates in business development, onboarding and retention activities. Refers to a business partner as appropriate. Able to interview loan applicants objectively, recommend appropriate consumer loan, credit card, equity loan, some residential and small business products based on needs and ability to repay. Follow loans from application to closing efficiently and accurately. Refers to MLO's as appropriate. Earn and then annually satisfy the SAFE MLO testing requirements for NMLS registration. Effectively demonstrates small business, technology and residential credit skills for more complex and specialized customer needs. Assists with monitoring and evaluating performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, training milestones, and promotional recommendations. Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, traveler's checks, etc. Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services. Balances transactions and cash at the end of the day, balances ATM and participates in the branch settlement. Assists staff in performing duties, as needed, e.g., balancing, account problems, etc. Provides policy overrides on computer system to process transactions. Branch safety and soundness responsibilities. Processes vault transactions; orders and ships cash. Verifies all cash transactions. Balances vault and ATM cash and branch. Ensures the security of various systems and cash storage. Maintains building keys, security and vault combinations with opening/closing responsibilities. Serves in an on-call capacity for ATM and alarm systems. Ensures that transactions are processed accurately and proper documentation completed. Promotes the Bank's products and services and maintains an active participation in community affairs. Responsible for adhering to bank policies and procedures related to regulatory compliance requirement applicable to job function. Performs related and unrelated duties as may be needed. POSITION REQUIREMENTS: A.S. or equivalent; 3 plus years of cash handling, customer service, lending, supervisory, and problem solving experience required. Must demonstrate effective coaching experience and be able to train and motivate Financial Care Professionals. Successful completion of the small business, technology, leadership and residential lending training milestones. Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example - effective coaching and mentoring skills essential. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach. In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank. SUPERVISORY SCOPE : Limited supervisory responsibility INDEPENDENT ACTION: Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor. COMPLIANCE: Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.

The Company Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta. Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence. Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are. Please click here to view Albourne America's privacy policy. The Role: We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes. Responsibilities: Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients Ensure the internal database and knowledge management system are maintained with up to date information on the clients Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client's business Gain in depth knowledge of the clients' interests to identify cross selling opportunities in coordination with the marketing team Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients Proactively highlight new Albourne research to clients based on the team's knowledge of their current and/or potential portfolio(s) Responsible for monthly feedback regarding client interactions and satisfaction Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports What we're looking for: Bachelor's degree from an accredited college/university required Strong literacy in Microsoft Office Proactive self-starter and proficient in time management & multi-tasking skills Professional demeanor and strong interpersonal skills Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance and database filing Attendance at company events as requested Adherence to the Compliance Manual and other Albourne Policies and procedures Benefits & Perks: Comprehensive Compensation and Benefits Package Fully paid Medical and Dental PPO Fully paid Basic Life and AD&D 401k & FSA Hybrid work schedule Everyday Wellness, weekly yoga and fitness Free Gym Membership near the office 30 days paid time off each year including Vacation and Holidays Job Pay Transparency: $60,000 to $75,000/year Job Type: Full-time Location: Stamford, CT Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position. Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.