Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Customer success manager job in Kuna, ID
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$40k-46k yearly est. 14d ago
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Client Manager - US Large Market
American Express 4.8
Customer success manager job in Boise, ID
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
Job Responsibilities:
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
Qualifications:
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023616
$89.3k-150.3k yearly 2d ago
Pharmaceutical Account Manager
Company Is Confidential
Customer success manager job in Post Falls, ID
At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for.
Ready to take your career to the next level while doing work that truly matters?
What You'll Do
We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you.
Grow territory performance through strategic planning and targeted customer engagement
Meet and exceed sales goals while championing customer satisfaction.
Deliver clear, compelling clinical messaging to multidisciplinary decision-makers
Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems
Navigate complex access and reimbursement landscapes across payer channels
Stay ahead of market trends to identify new opportunities
What You Bring
A bachelor's degree (BA/BS) from an accredited institution
4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales
Proven sales success and strong communication skills
Proven success in meeting or exceeding sales targets
Ability to quickly learn complex clinical information
Experience in infusion, rare disease, specialty pharmacy, or neurology preferred
Must possess a valid driver's license and be willing to travel throughout the assigned territory
What Will Set You Apart
Background in promoting specialty, rare disease or CNS products
Strong analytical skills to leverage sales data for strategy
A collaborative spirit and adaptability in fast-paced environments
Exceptional communication, presentation, and negotiation skills
A self-starter mindset with strong organizational skills
Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan.
Actual compensation may vary based on location, experience, and qualifications.
Benefits include
Paid time off (PTO)
Health coverage (Medical, Dental, Vision)
401(k) with company match
Company car.
We are an equal opportunity employer workplace.
We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation.
This posting is confidential; company details will be shared during later stages of the recruitment process.
$45k-80k yearly est. 3d ago
Manager of Customer Success
Better Business Bureau, Great West and Pacific 4.3
Customer success manager job in Idaho
Job Title: Manager of CustomerSuccess Time Type: Full Time, Hybrid
Wage Range: $75k - $85k/annually + bonus opportunities
At Better Business Bureau Great West + Pacific, we believe businesses thrive when trust leads the way. Our CustomerSuccess team ensures Accredited Businesses realize the full value of their accreditation through proactive support, consultative guidance, and innovation.
We're looking for a Manager of CustomerSuccess to lead our team through strategic transformation. The ideal candidate has experience guiding teams through transitions, deploying strategies that increase customer satisfaction and retention, and leveraging technology to improve customer experience.
What You'll Do
Lead, coach, and develop the CustomerSuccess team to achieve engagement, satisfaction, and retention goals.
Set clear performance expectations, success metrics, and development plans for team members.
Design and implement strategies across the customer lifecycle-onboarding, engagement, renewal, and expansion.
Deploy initiatives that improve retention, customer health, and overall satisfaction.
Use predictive analytics and AI-driven insights to move from reactive support to proactive value creation.
Oversee CRM adoption, data integrity, and process improvement initiatives that enhance efficiency.
Partner cross-functionally with Sales, Marketing, Billing, and Business Intelligence to ensure a seamless customer experience.
Represent the CustomerSuccess function in strategic planning and transformation initiatives.
Who You Are
Experienced leader with 3-5 years managing a CustomerSuccess or Account Management team.
Proven success leading change, driving measurable improvements in satisfaction and retention.
Skilled in data analysis, technology adoption, and process optimization.
Strategic thinker who balances relationship-building with operational discipline.
Strong communicator, motivator, and team builder aligned with BBB's mission of trust.
Why You'll Love Working at BBB
Mission-driven culture centered on integrity, innovation, and impact
Medical, Dental, and Vision (Dental and Vision base plans 100% paid by BBB)
100% employer-paid life and long-term disability insurance
Paid Time Off (PTO) beginning on your hire date
Paid holidays + your birthday off
Safe Harbor 401(k) with up to 6% company match
Hybrid flexibility and local travel opportunities
At BBB, we embrace diversity and strive to create an inclusive environment that allows all team members to thrive. We foster a culture in which our differences are celebrated; our differences are what makes us a Better Business! We are proud to be an Equal Employment Opportunity. We will not discriminate based on race, color, gender, gender identity, religion, sexual orientation, national origin, age, marital status, disability status, citizenship status, veteran status, or any other characteristic prohibited by Local, State, or Federal law. Discrimination, retaliation, or harassment based upon any of these factors is inconsistent with our core values and will not be tolerated.
Ready to join the team and show off your skills? Please apply now to join BBB's team, and let's create workplace magic together!
$75k-85k yearly Auto-Apply 60d+ ago
Customer Success Manager
Icims 4.6
Customer success manager job in Boise, ID
As a CustomerSuccessManager on the Commercial team, you will be responsible for leading consultative conversations, participating in business reviews, analyzing key performance metrics, and ensuring our clients' ongoing success. You will become an industry expert with a focus on the Talent Acquisition (TA) space and work to establish yourself as a trusted advisor. Equipped with leading industry tools including Gainsight, you'll guide customers on product and industry best practices, and help to continually update mutual success plans. You'll also provide forecast reporting. With the support of internal cross-functional teams, you'll provide superior experiences resulting in a high rate of renewals.
**About Us**
When you join iCIMS, you join the team helping global companies transform business and the world through the power of talent. Our customers do amazing things: design rocket ships, create vaccines, deliver consumer goods globally, overnight, with a smile. As the Talent Cloud company, we empower these organizations to attract, engage, hire, and advance the right talent. We're passionate about helping companies build a diverse, winning workforce and about building our home team. We're dedicated to fostering an inclusive, purpose-driven, and innovative work environment where everyone belongs.
**Responsibilities**
+ Successfully complete company training programs to build expertise in the iCIMS Talent Cloud products and TA industry.
+ Partner with cross-functional teams including account management and professional services to understand customer business objectives, products purchased, challenges, hiring strategy and maturity, technology stack, and more.
+ Leverage Gainsight and analytics platforms to build a deep understanding of customer adoption, data insights, and process while understanding overall account health.
+ Collaborate with the Account Manager to support the business review process by providing relevant account data.
+ Partner internally on the overall customer journey to ensure customer satisfaction. This may include supporting a customer with questions about the solutions, providing best practices, conducting product deep dives, and routing questions to the appropriate resource.
+ Support customer understanding of the iCIMS support model and training resources to drive proficiency and self-service capability.
+ Effectively prioritize customer projects to ensure achievement of SLAs while keeping internal partners informed.
**Qualifications**
+ 1-2 years experience in a customer facing role for a solutions-based organization with accountability for customer support, renewals, expansion, or training, or experience in a talent acquisition/human resources role.
+ A passion for assisting customers solve business issues with advanced technology solutions.
+ Ability to use data and analytics to create practical insights to build customer strategic plans.
+ Experience forming relationships with multiple customer personas to align business goals to technology strategy and support their continued success.
+ Ability to prioritize competing requests from customers, partnering internally with key collaborators to ensure success.
**EEO Statement**
iCIMS is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at iCIMS.
We are proud to be an equal opportunity and affirmative action employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you'd like to view a copy of the company's affirmative action plan or policy statement and/or if you would like to request an accommodation due to a disability, please contact us at ***************** .
**Compensation and Benefits**
We accept applications for this position on an ongoing basis until the position is filled. Applications will be reviewed as they are received, and qualified candidates may be contacted throughout the posting period.
The anticipated base pay range for this position is ($55,000-$57,000). Additional compensation may include quarterly commissions, as applicable. Final compensation will be based on factors such as relevant experience, skills, education, internal equity, and market data. This range aligns with our commitment to equitable and transparent compensation practices, as required by applicable law.
Competitive health and wellness benefits include medical, dental, vision, 401(k), dependent care, short term and long-term disability, life and AD&D insurance, bonding and parental leave, mindfulness resources, an open vacation policy, sick days, paid holidays, quiet hours each workday, and tuition reimbursement. Benefits and eligibility may vary by location, role, and tenure. Learn more here: ***********************************
$55k-57k yearly 3d ago
Customer Success Account Manager
ISC2 4.1
Customer success manager job in Boise, ID
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 CustomerSuccess 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 CustomerSuccess, 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 months ago_ _(10/21/2025 8:14 AM)_
**_Job ID_** _2025-2190_
**_\# of Openings_** _2_
**_Category_** _Sales_
$94k-133k yearly est. 60d+ ago
Customer Success Tester
Pipl.com 4.0
Customer success manager job in Post Falls, ID
Do nothing and get paid
Qualifications
Anyone off the street
Additional Information
All your information will be kept confidential according to EEO guidelines.
$73k-110k yearly est. 14h ago
Concierge, Customer Success Team
Coinbase 4.2
Customer success manager job in Boise, ID
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Coinbase Concierge, you will serve as a primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll join a high functioning team of customer focused support professionals who know their performance is essential to Coinbase achieving its mission. We're looking for an individual who has a passion for making the customer experience seamless and phenomenal.
*What you'll be doing:*
* Serve as the primary touchpoint and relationship owner for selected high value Consumer customers.
* Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution.
* Handle requests through to resolution, including collaborating across teams of subject matter specialists.
* Model an investigative mentality to help address critical customer issues at the root cause.
* Represent and advocate for the customer across organizations to drive impactful changes.
* Champion clear communication with internal and external partners to align on solutions and drive results.
* Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account.
* Proactively monitoring their customers' accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so.
* Introducing customers to newly released features or products that they may be interested in.
* Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren't currently taking advantage of, but could be.
* Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase.
* Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues.
*What we look for in you:*
* FINRA License series 7 & 63 (will not initially be sponsoring licenses)
* Motivated by Coinbase's mission, creating a seamless experience for our trading customers and driving product adoption.
* Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment.
* Advanced knowledge of the financial services industry and securities trading.
* Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization.
* Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users.
*Nice to haves:*
* FINRA License Series 3, 4, 65, or 66.
* Knowledge of Cryptocurrency and Coinbase Products
* Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect.
*Note: We are targeting candidates based in Orlando, FL at this time, but open to talking to top talent in other locations!*
*Job ID: G2876*
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$40.01-$47.07 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$40-47.1 hourly 60d+ ago
Client Success Manager
Norstella
Customer success manager job in Boise, ID
**About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges.
MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence.
In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey.
**The Role:**
MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment.
**Responsibilities:**
Retention & Growth
+ Maintain positive net revenue retention across named clients in their assigned client segment.
+ Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities.
+ Earn reference status in >80% of MMIT clients.
Optimize Client Use Cases
+ Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value.
+ Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles.
+ Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases.
+ Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes.
Account Health & Advocacy of Client
+ Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans.
+ Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.).
+ Act as the internal and external escalation point of contact for any known or emerging client issues.
+ And other duties as assigned
**Qualifications:**
+ Bachelor's degree in marketing/business or related discipline.
+ 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles.
+ Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access).
+ Understanding of common brand strategies to optimize patient access to therapies.
+ Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues.
+ Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications.
+ Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills.
+ High level of empathy with a strong agility to learn and adapt, growth mindset.
+ Demonstrated desire for continuous learning and improvement.
+ Enthusiastic and creative thinker with the ability to inspire others.
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
+ Medical and Prescription Drug Benefits
+ Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
+ Dental & Vision Benefits
+ Basic Life and AD&D Benefits
+ 401k Retirement Plan with Company Match
+ Company Paid Short & Long-Term Disability
+ Paid Parental Leave
+ Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
$120k-150k yearly 14d ago
Enterprise Customer Account Manager
UKG 4.6
Customer success manager job in Boise, ID
**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.
**About the Team:**
Our Services and Distribution Enterprise team is a dynamic group of talented, collaborative professionals who work closely to align customers' goals with our broad set of products. We pride ourselves on fostering a supportive and innovative environment where every team member is encouraged to contribute their unique skills and expertise. Together, we strive to exceed customer expectations and drive significant business growth.
**About the Role:**
The Enterprise Customer Account Manager will be focused on selling into Enterprise Services and Distribution named accounts in an assigned geographic territory. This position requires an individual who can successfully build and grow existing customer relationships selling our full suite of products. A successful candidate will need to use consultative selling skills to clearly understand customer/prospect business requirements and recommend the best UKG software solution to meet their business objectives.
**Key Responsibilities:**
+ Strengthen and expand customer relationships through regular and frequent face-to-face interactions designed to drive sales growth.
+ Attend industry events, trade shows, and conferences relevant to your customer base.
+ Proactively develop, utilize, and maintain a deep understanding of the customer's industry.
+ Advise, consult, and support customers on best and next practices in the utilization and expansion of services.
+ Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts.
+ Collaborate with internal stakeholders to develop and maintain Annual Account Plans and Relationship Maps for each assigned account.
+ Build strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account.
+ Leverage your sales management team, UKG executive sponsors, and in-person meetings to strengthen these relationships.
+ Conduct at least two in-person business reviews with the customer annually, covering adoption, support, and roadmap discussions.
+ Share new product offers and innovations during business reviews to drive sales.
+ Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams.
+ Maintain accuracy of account contacts and sentiment in SFDC, including a rolling four-quarter pipeline.
**Basic Qualifications:**
+ At least 8 years of experience driving full cycle sales management process
+ Proven experience with a mix of transactional and strategic deals, ranging from 9-12 month sales cycles.
+ Demonstrated ability to consistently exceed a $1 million+ quota year over year, maintaining a pipeline three times the quota.
+ Experience selling SaaS solutions, preferably in HCM, WFM, Payroll, or ERP
**Preferred Qualifications:**
+ Proven track record of building and growing customer relationships in an Enterprise territory.
+ Experience building strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account.
+ Strong consultative selling skills with the ability to understand customer/prospect business requirements.
+ Excellent communication and presentation skills.
+ Ability to work collaboratively with internal stakeholders and leverage executive relationships.
+ Experience with Sandler, Challenger, Powerbase Selling methodology or similar Sales methodology
+ Superior negotiation, written and verbal communication skills
+ Up to 50% travel
**Equal Opportunity Employer: **
UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment 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 under federal, state, or local anti-discrimination laws.
View The EEO Know Your Rights poster (************************************************************************************************** and its **supplement** .
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 $170,000 annually; 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.
$40k-59k yearly est. 39d ago
Strategic Account Manager
Riverside Natural Foods Ltd.
Customer success manager job in Boise, ID
Job Description
Join Riverside Natural Foods Ltd., a $300 million+ Canadian-based, family-owned, and globally operating business, committed to leaving the world better than we found it. As a B-Corp certified, Triple-Bottom Line company, we proudly manufacture nutritious, 'better-for-you' snacks such as MadeGood and GOOD TO GO. We value teamwork, humility, respect, ownership, adaptability, grit, and fun.
We're on an ambitious mission to double our business by 2027, and we need talented individuals like you to help us reach new heights. At Riverside, you'll have the opportunity to chart your own path to success while contributing to ours. We believe anything worth doing is worth doing right, and our values will guide us through the rugged terrain - and yes, it will get rough. But that's what makes the journey worthwhile.
So, lace up your boots and let's tackle the climb together.
You can learn more about us at ******************************
Purpose of Position
The Strategic Account Manager is responsible for calling on, building business, and developing relationships with a designated group of Tier 1 and Tier 2 key chain accounts.
Role: Strategic Account Manager - West
Location: Remote role, located anywhere in the Western U.S., responsible for servicing the Western region.
Duties & Responsibilities
Driving sales growth for Riverside Natural Foods:
Demonstrate and uphold Riverside's Core Values, mission, and vision.
Help to establish RESPECT and confidence with customers. Build and strengthen relationships across customers, brokers, and distributor partners.
Educate distributors, brokers, sales agents and customers on product attributes and benefits while displaying HUMILITY.
Build relationships within multiple levels of the customer organization. Develop and manage collaborative partnerships and joint business plans with key customers.
Develop and drive strategic plans to meet or exceed revenue goals. Have high engagement with broker partners and customers to collaborate and partner during the planning process.
Provide key inputs for demand planning - own the bottoms-up forecast for the S&OP process for each account owned. Properly manage forecasting on an accurate and consistent basis.
Compile and review quantitative sales data and react rapidly to changing trends or new competitive threats and opportunities. Have a close pulse on environment and proactively have plans to support customer and RNF brands.
Create and present customer specific presentations. Share strategic initiatives with broker & distributor partners, enabling them to tactically execute against plans.
Develop customer-specific programs to drive strong velocities.
Discover medium- and long-term opportunities. Offer solution based selling approach.
Ensure execution against planning tactics of:
Distribution: Utilize Priority Ranking List to close/expand distribution on core voids.
Shelving: Work Closely with Category Management team to understand best shelving principles to share with retailers
Merchandising: Create merchandising and promotional programs with retailers that support RNF strategies, tactics, and programs
Pricing: Work with retailers on pricing guidelines & guardrails as communicated through Sales Planning & Strategy (on everyday pricing and promoted)
Present all Innovation in a timely manner, creating plans for quick speed-to-market.
Collaborate on marketing programs with customer and RNF US Marketing team.
Effectively manage trade spend against assigned trade budgets.
Follow trade compliance and deduction support process. Manage trade payments and deductions in a timely manner.
Communicate account activity/results via internal processes.
Conduct quarterly business reviews with accounts. Send out monthly updates to both internal team and customer.
Drive strong partnerships and engagement with broker partners (monthly connects, quarterly reviews, KPI tracking, etc.)
Demonstrate OWNERSHIP by managingcustomers as if they were your own. Full understanding of customer and competitive market.
Attend designated trade shows and events.
Keeps the work atmosphere FUN by keeping it light and welcoming.
Any other duties as assigned.
Travel may require 50% +
Education & Qualifications
Prefer College degree in Business.
6+ years of progressive sales experience. Experience in the organic / health food industry a plus.
Skills and Abilities
Demonstrable success at creatively solving problems and implementing those solutions.
Must have strong presentation, negotiating and listening skills.
Strong TEAM player
Excellent interpersonal communication skills
Outstanding organizational, and time management skills
Intermediate level of computer and technical skills with an emphasis on MS Office Suite
Ability to adapt communication style based on the audience. Ability to communicate in a clear and professional way, both written and verbal
Tech savvy with apps and sales related software
Resourcefulness and Resiliency in Selling
Energy, PASSION, ambition, competitiveness
Displays integrity, excellent professional ethics.
Proven ability to build and maintain productive relationships with key business partners.
Proven ability to make decisions based on a mixture of information, analysis, experience, and judgement.
Self-starter, highly self-motivated
Adept and Agile in working through business analytics.
Strong ability to navigate business financials.
Please note this role is an existing vacancy.
Salary Range$110,000-$160,000 USD
At Riverside, we are committed to transparency and fairness in our compensation and job posting practices. The range above reflects the target compensation for the position at the time of posting. Exact compensation will be determined based on experience, skill set, education, and training, as well as other organizational needs, while balancing internal equity.
What we expect:
Values-led: You'll be a member of a thoughtful and compassionate team that prioritizes respect, teamwork and resourcefulness along with a good dash of fun. Sometimes, even making granola bars is hard, and life's too short to take ourselves so seriously that we don't enjoy the journey.
Unparalleled experiences and opportunities: We're still determining who we are and what we can be. Help us shape what this organization will look like and what we'll offer the world, into the future. This means rolling up your sleeves and sometimes building the process - fast! - while employing it. At Riverside, progress occasionally means proceeding imperfectly, and we're okay with that, as long as we're staying true to our values and learning and improving along the way.
Access to everyone: We're a flat organization with few silos which means you'll have full access to everyone from our founders to our production staff. Even when employees dress up, they wear steel-toed shoes. So don't be shy. Speak up, share your ideas and go places you normally wouldn't - like the plant, or the boardroom.
Personal development: We'll support and empower you to chart your own path and reach any heights you set for yourself. Career paths at Riverside are carved by the people walking on them, not dictated by leaders. Count on us to give you the training and tools to grow and progress.
Gratitude: As a growing business, we can't always offer formal recognition like awards programs, but we do show our true gratitude and appreciation. At Riverside, we're all in this together and we value you.
What We Offer:
Values-led: We don't cut corners or step on anyone or anything on our way to our summit. There is no winning at all costs here. Every step you take must align with our values, no compromises.
Courageous determination: As a family-run, rapidly growing business, we are often challenged to find ways to deliver that aren't obvious or easy. You must be willing to try, ask and answer challenging questions, test and learn, turn over every stone, keep moving forward and help us find a way through. Resourcefulness and grit will be your constant companions at Riverside and will serve you well.
Humility: We're a small (but growing) fish in a sea of whales and sharks. We know the products we offer are some of the healthiest and most sustainable, but we don't brag about it, and know we have a steep path ahead. We pride ourselves in being respectful and supportive of others while shining brightly through our innovative, high-quality products. There isn't one superstar at Riverside. We take turns leading the way as we climb to the summit.
Continuous improvement: As a learn-as-we-go organization, we rely on each other to continuously improve everything we touch to make it better, more efficient, more sustainable, and more endearing to customers, consumers, employees, vendors, partners and the community. We own our mistakes and learn from them as we wind our way to the top.
Wait! There's more!
Immerse yourself in our comprehensive benefits program, with Riverside taking care of the costs!
RRSP matching or 401k matching for an empowered financial journey
Eligibility to participate in Riverside's Profit Sharing Plan
Join Employee-Led Resource Groups (ERGs) championing mental health, sustainability, diversity, women, and LGBTQ+ rights
Develop your career further through our Riverside University program and with our Tuition Reimbursement Program
An open concept work environment that embodies our Values
How to Apply:
If you have the commitment to excellence, the energy, the attitude and experience we need, then please submit your resume to ******************************** with the job title you are applying for in the subject line or click the apply button!
Riverside Natural Foods Ltd. is committed to providing an inclusive and accessible environment for everyone. If you have a disability and require accommodation in the interview process, please let us know when you apply. We thank all applicants for their interest; however, due to volume, please note that only candidates selected for an interview will be contacted.
Disclaimer:
As part of our recruitment process, we may use technology-assisted tools, including automated systems, to support the review and assessment of applications. These tools do not make final hiring decisions. All decisions related to screening, interviewing, and selection are made by our Talent Acquisition and hiring teams.
$110k-160k yearly Easy Apply 26d ago
Manager Client Services Ops - Majors
Paylocity 4.3
Customer success manager job in Meridian, ID
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
In-Office: This is a 100% in-office role based at our Meridian, ID location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.
Position Overview
Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers.
Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective.
Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. This role will support of our Majors OR Majors Plus client segment.
Responsibilities
The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Develop strategies and initiatives to enhance and maintain client satisfaction and retention.
Lead and manage a team of Executive Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk.
Facilitate continuous learning opportunities to expand the knowledge base of your staff.
Offer proactive development opportunities aligned with corporate goals and values.
Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization's values.
Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment.
Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one.
Generate creative solutions and innovative ideas to increase employee engagement and retention.
Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation.
Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances.
This job requires up to 25% travel for internal and/or client-facing meetings
This role is an onsite position
Education and Experience
Bachelor's degree preferred, HS diploma and equivalent experience required.
2+ years of previous leadership experience in a customer service/customer relationship role
Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs)
Experience with leading other leaders preferred
Previous experience in HCM/Direct Payroll Industry
Experience working with payroll, HCM, or HRIS software
Excellent knowledge of MS Office, including MS Excel
Strong interpersonal skills
Physical Responsibilities:
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.
This role can be performed from any office in the US. The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
Requirements:
$74k-115k yearly 7d ago
Customer Engagement Manager
Dodge Construction Network
Customer success manager job in Boise, ID
Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customerssuccessfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention.
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_**
+ Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction
+ Execute successfulcustomer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools
+ Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches
+ Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios
+ Follow SOPs for all account interactions within standard CRM systems and other tools
**_Key Metrics for Success_**
+ **First-Year Retention Rate:** Percentage of clients retained through their first renewal date
+ **Renewal Rate:** Percentage of clients renewing beyond their first year
+ **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year
**_Education Requirement_**
Bachelor's degree and/or combination of equivalent work experience preferred.
**_Required Experience, Knowledge and Skills_**
+ 2+ years of experience in sales, account management, or customer support for SaaS-based software
+ Proficiency in Microsoft Office (Word, Excel, PowerPoint)
+ Ability to quickly learn and apply SaaS products
+ Basic knowledge of the construction industry, or the ability to learn it quickly
+ Strong personal integrity and accountability for outcomes
+ Excellent written and verbal communication skills
+ Strong relationship-building and customer-focused approach
+ Ability to coach customers on best practices and identify pain points and solutions
+ Empathetic mindset with a focus on supporting small business growth and customersuccess
**_Preferred Experience, Knowledge, and Skills_**
+ Experience working in a SaaS environment
+ Experience with CRM or order management systems
+ Bilingual (English/Spanish) preferred
**_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-$60,000 + 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-2026-23
$50k-60k yearly 10d ago
Tax Client Manager
Nichols Accounting Group PC
Customer success manager job in Nampa, ID
Full-time Description Tax Client Manager
Job Type: Full-time, Salary Exempt
Who We Are
At Nichols Accounting Group, we believe accounting is more than numbers - it's about people, purpose, and building legacies. Recognized as one of Idaho's Best Places to Work three years in a row, we care deeply about culture, work-life fulfillment, and yes - having a little fun along the way.
Our Core Values
Principled • Authentic • Intentional • Determined
Our Mission
To glorify God by using our knowledge, skills, and talents to develop our employees to be leaders assisting the business community in growing healthy, strong organizations.
About the Role
We are seeking a Tax Client Manager to join our growing Tax Department. In this role, you'll serve as a trusted advisor to a portfolio of clients, managing tax strategy, reviewing complex returns, and providing proactive consulting solutions. You'll also supervise and coach team members, ensuring high-quality deliverables and supporting their professional growth.
What You'll Do
Serve as the primary contact for client communication, consulting projects, and tax returns
Review and approve client deliverables (tax returns, financial statements, and advisory projects)
Manage client onboarding, billings, contracts, and engagement deadlines
Provide proactive solutions for tax planning, risk mitigation, and business consulting
Supervise, coach, and develop team members; provide oversight and distribute workload effectively
Assist with IRS/state tax notice resolution and audit defense
Collaborate with leadership to improve systems, expand services, and grow opportunities
Contribute to firm advancement through leadership, training, and innovation
What We're Looking For
CPA license required
Minimum of 5 years of progressive tax experience, preferably in public accounting
Strong technical knowledge across individual, business, and multi-entity structures
Supervisory or leadership experience with demonstrated ability to mentor others
Excellent communication skills with a client-first mindset
Proactive, self-starting, organized, and committed to delivering results with integrity
Why Join Nichols?
A values-driven firm with a mission bigger than numbers:
To glorify God by using our knowledge, skills, and talents to develop employees into leaders who help the business community grow healthy, strong organizations.
A culture consistently recognized as a
Best Place to Work
Opportunities for professional advancement (CPA exam support to help you succeed on the path to licensure)
Leadership development including mentorship and career development programs
Competitive compensation and flexibility for work-life balance emphasizing on family
Comprehensive benefits including medical, dental, vision coverage, life and disability insurance, 401(k) retirement savings plan, paid time off, holidays, maternity leave, parental leave, and compensatory time off
Benefits are available to full-time employees regularly scheduled to work at least 25 hours per week.
Direct access to senior leadership and the chance to make a meaningful impact on both clients and your team
Firm-sponsored events and team activities, camping trips, holiday parties, and more
Ready to Apply?
If you're ready to combine your technical expertise with leadership and mentorship, and you want to be part of a firm that values both performance and people, we'd love to hear from you.
Apply today and help us build healthy, strong organizations that leave a lasting legacy.
Nichols provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, or any other characteristic protected by federal, state, or local laws.
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
$65k-109k yearly est. 4d ago
Strategic Account Manager, DoD
Ralliant
Customer success manager job in Boise, ID
Remote **The Strategic Account Manager (SAM) serves as the trusted, primary interface with key customers, including U.S. Department of Defense agencies, prime contractors, and other strategic accounts. The SAM builds deep, long-term relationships and ensures customer needs are translated into executable internal commitments that drive satisfaction and growth.**
**This role is critical to improving customer intimacy, eliminating fractured customer interactions, and creating a unified, customer-focused engagement model. The SAM anticipates customer needs, captures demand signals, influences requirements, and ensures the organization delivers on its commitments.**
Role is remote with travel required to customer locations as needed.
**Key Accountabilities**
+ Capture demand signals and forecasts to inform pipeline and resource planning.
+ Shape requirements and influence specifications during early engagement.
+ Lead customer Q&A, pricing discussions, and proposal clarifications in partnership with Proposal and Pricing teams.
+ Serve as primary escalation point of contact for assigned accounts.
+ Partner with Program Managers to balance customer commitments with delivery feasibility.
+ Act as the "voice of the customer" across the organization, advocating for needs while balancing business interests.
+ Track, report, and continuously improve account performance, including revenue, profitability, customer satisfaction, and contract execution.
**Core Competencies & Skills**
+ Relationship and trust building in defense environments.
+ Customer advocacy and negotiation skills.
+ Strategic account planning and growth mindset.
+ Commercial and technical fluency to bridge customer and internal teams.
+ Risk awareness and anticipation of customer or delivery challenges.
**Critical Behaviors**
+ Prioritizes customer intimacy while protecting company interests.
+ Anticipates and surfaces customer needs/issues before they escalate.
+ Partners cross-functionally with Program Management, Operations, Engineering, and Contracts.
+ Communicates clearly and transparently with both customers and internal stakeholders.
+ Operates with integrity and ensures compliance with FAR/DFARS, ITAR, and all applicable government contracting requirements.
**Success Measures**
+ Forecast accuracy within ±10% of assigned customers.
+ ≥90% customer satisfaction score in account-specific surveys.
+ Zero "surprise escalations" not pre-flagged to leadership.
+ Growth in share of wallet or follow-on awards within 2 years.
+ On-time delivery (OTD) performance for assigned accounts.
**Qualifications**
**Must-Have**
+ Bachelor's degree in business, engineering, or related field.
+ 8+ years of proven experience in account management, business development, or related role within the defense or aerospace industry.
+ Demonstrated successmanaging relationships with U.S. Department of Defense agencies and/or prime contractors.
+ Strong understanding of the U.S. defense acquisition process, contracting vehicles, and regulatory requirements (FAR/DFARS, ITAR).
+ Exceptional interpersonal and communication skills, with the ability to build trust and influence across multiple levels.
**Preferred**
+ Master's degree in business, engineering, or related field.
+ Experience with complex capture strategies, early requirement shaping, and multi-year account planning.
+ Familiarity with CRM systems and pipeline forecasting tools.
+ Track record of delivering account growth (expansions, follow-on awards, or increased share of wallet).
**Compliance & Culture**
+ Ensure all customer engagements and transactions comply with applicable regulations, including ITAR, FAR/DFARS, and other U.S. government contracting requirements.
+ Maintain the highest standards of ethical conduct and integrity in all dealings with customers and partners.
+ Actively model and reinforce Ralliant/PacSci EMC cultural attributes: _We Win as One Team, We Unlock Growth, We Deliver with Discipline, and We Learn by Doing._
\#LI-RG1
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About PacSci EMC**
Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ********************************************
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Bonus or Equity**
This position is also eligible for bonus as part of the total compensation package.
**Pay Range**
The salary range for this position (in local currency) is 126,700.00 - 235,300.00
**Is this role subject to ITAR?**
The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.
$54k-102k yearly est. 60d+ ago
Premier Mortgage Client Servicing Escalation Manager
City National Bank 4.9
Customer success manager job in Boise, ID
WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients.
WHAT WILL YOU DO?
* Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries
* Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
* Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team
* Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation.
* Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
* Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example
* Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
* Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed
* Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
* Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
* Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests
* Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
* Performs other necessary duties and participates in Firm projects assigned.
* Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment
* Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries
* Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly
* Flexible and willing to perform other tasks as assigned
* Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations
* Ability adapt to changing scalable environment and willing to take on new initiatives and strategies
* Travel as needed
* Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline.
* Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off
* Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained.
* Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised
* Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution
* Maintain excellent working relationships with both internal and external partners
* Adhere to any other requirements requested of the role not listed
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 10 years of mortgage or banking experience
* 10 years of mortgage servicing experience in a senior capacity
* 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client
* 5 years' experience preparing executive level presentations and reporting
* 5 years of experience working with high-net worth clients
* Excellent leadership and written and verbal communication skills
* Proficiency with excel, word, power point and Adobe
*Additional Qualifications*
* Experience with Black Knight Mortgage Servicing Package systems and products highly preferred
* Strong organizational, research, analytical and problem solving skills
* Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting
* Good verbal and written communication skills
* High attention to detail
* A problem solver and critical thinker
* Ability to handle multiple projects at the same time while prioritizing client escalations
* Client obsessed self-starter with a friendly positive personality that can be firm when needed
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$38-60.6 hourly 12d ago
Client Services Manager
Northwest Bank 4.8
Customer success manager job in Boise, ID
Description:
Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Summary: The Client Services Manager is a key middle-management position responsible for leading and supporting customer service, deposit operations and exceptions payment back-office while ensuring regulatory compliance, security integrity, and operational excellence across deposit-related functions. This role directly oversees the administration of deposit systems and products, including Weiland, Teller, BPM and monthly regulatory and operational reporting. The Client Services Manager serves as a critical connector between frontline teams, operations support, compliance, and production.
Requirements:
Essential Duties & Responsibilities
Perform assigned duties in accordance with the Bank's Mission, Vision and Core Values; and provide the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's customer service standards.
Leadership & Team Management
Support regional customer service manager (RCSM), deposit operations analyst and exception item payment teams to ensure timely and accurate service delivery.
Promote a strong culture of accountability, operational discipline, and exceptional service.
Conduct regular coaching/training sessions, team huddles, and performance evaluations.
Drive change to gain efficiencies using technology.
Deposit Operations Oversight
Oversee, and working closely with the regional customer service manager, to ensure accurate execution of all deposit account activities, including new account processing, funds availability, check holds, wire transfer processing, and maintenance.
Act as the escalation point for complex deposit issues, customer complaints, and exception items.
Ensure smooth coordination with production, branch teams, and online banking support.
Coordinate updates to product disclosures and customer-facing communications as needed.
Assist in the maintenance of a Disaster Recovery planning for Deposit Admin supports restoration of essential deposit operations processes.
System & Security Oversight
Administer and monitor Integrated Teller, BPM, and Weiland (cash management and reconciliation software) for accuracy, access controls, and integration with bank systems.
Working with RCSM, create campaigns for CS teams to increase in debit card interchange and consumer online banking usage.
Oversee deposit account security administration, including user entitlement reviews, audit trails, and role-based access control across all systems such as core banking, BPM, Director, and Weiland.
Partner with CBO, IT Security and Risk to ensure system controls align with data protection and regulatory standards.
Deposit Compliance & Risk Management
Maintain compliance with federal and state regulations impacting deposit operations:
Reg E, Reg CC, Reg D, TISA, Inactive/Dormant/Escheatment, BSA/AML, UDAAP
Conduct routine reviews of deposit processes to detect risk gaps or compliance concerns.
Participate in audits and regulatory exams, implementing necessary changes and controls in response to findings.
Monthly Reporting & Analytics
Compile and distribute monthly reports on deposit product activity, operational performance, exception volumes, account changes, and compliance metrics.
Ensure timely and accurate submission of reports.
Identify trends, anomalies, or issues through report analysis and propose action plans to resolve or enhance performance.
Process Improvement & Project Support
Document and update standard operating procedures (SOPs) related to all aspects of deposit admin operations and system security.
Participate in projects involving system upgrades, product rollouts, and process optimization related to deposit services.
Lead or assist in cross-functional task forces focused on enhancing operational efficiency and customer experience.
Perform other duties as assigned.
Required Qualifications
Bachelor's degree in business administration or finance, or fifteen years equivalent experience
Minimum 15 years of progressive banking operations experience, including at least 5 years managing multiple operations of customer service teams and managing and negotiating pricing.
Deep knowledge of deposit regulations, bank security, policies and procedures
Strong analytical, leadership, and system administration skills.
Proficient computer skills with collaboration and productivity tools including Windows-based operating systems and office suites (Microsoft Word, Outlook, Excel, PowerPoint); spreadsheet applications to organize data used for advanced data analysis; internet; email; and bank software.
Proficient in procedure development, understanding in relevant regulatory matters, and risk management practices.
Effective oral and written communication skills
Preferred Qualifications
Ability to organize and prioritize tasks at an individual level under a variety of conditions and constraints with minimal guidance
Time management, problem solving, and project management skills
Knowledge of FiServ Premier, FiServ Weiland, Business Process Manager (BPM) and Teller.
Able to bring new thoughts and ideas to teams in order to drive efficiency and solutions.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.
$35k-46k yearly est. 19d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Customer success manager job in Clifton, ID
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$40k-46k yearly est. 14d ago
Customer Success Tester
Pipl.com 4.0
Customer success manager job in Post Falls, ID
Do nothing and get paid
Qualifications
Anyone off the street
Additional Information
All your information will be kept confidential according to EEO guidelines.
$73k-110k yearly est. 60d+ ago
Client Manager - US Large Market
American Express 4.8
Customer success manager job in Boise, ID
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
**Job Responsibilities:**
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies
+ Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment
+ Ability to effectively influence and manage change and display solid leadership skills.
+ Sells with integrity, in alignment with compliance and internal partner business requirements.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023645