Private Client Relationship Manager
Customer success manager job in Phoenixville, PA
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyAccount Manager
Customer success manager job in Reading, PA
Ready to build lasting relationships and drive growth?
Fromm Electric Supply is expanding into the mission-critical and data center sector - and we're looking for an experienced Data Center Account Manager to help us dominate this space.
This is more than a sales role - it's your chance to drive business development across Pennsylvania and the Mid-Atlantic. You'll influence specifications, align with Tier 1 manufacturers, and position Fromm as the distributor of choice for major data center campus builds.
What You'll Do
Build and own Fromm's presence across Pennsylvania's expanding data center market.
Develop relationships with developers, owners/operators, general and electrical contractors.
Identify early-stage opportunities, build strategies, and shape specifications.
Penetrate top contractors executing mission-critical work.
Collaborate with Tier 1 manufacturers to deliver best-in-class electrical solutions.
Showcase Fromm's industry-leading products and services through impactful presentations and demonstrations.
Utilize CRM tools to plan, track, and execute sales strategies effectively.
Stay ahead of industry trends, attend events, and collaborate with internal teams to deliver value-driven solutions.
What We're Looking For
5+ years of sales experience.
Strong product knowledge and ability to translate technical solutions into customer benefits.
Excellent communication, negotiation, and presentation skills.
Self-motivated, goal-oriented, and ready to win in a competitive market.
Valid driver's license and clean driving record.
Why Join Fromm?
We offer exceptional benefits including:
Competitive compensation with growth potential
Medical, dental, and vision coverage
401(k) match
Generous paid time off
Life and disability insurance
Tuition reimbursement and more!
Ready to make an impact? Apply today and help us power progress across the Mid-Atlantic!
Student - Engagement Manager for Advancement
Customer success manager job in Collegeville, PA
The Ursinus Fund is seeking two motivated and experienced students to join our team as Student Engagement Managers. Student Engagement Managers will help coordinate outreach efforts amongst six student engagement officers.
Reporting to the Assistant Director of the Ursinus Fund Student Engagement Managers will work 8 hours a week throughout the academic year to engage, solicit and steward donors. They will also help to increase engagement among key constituents and grow the donor pipeline through meaningful connections with donors.
Students will also help the Ursinus College, Advancement Office with key initiatives and events.
Specific Responsibilities:
Team Management:
Oversee and support the Student Engagement Officers, ensuring they meet their outreach and stewardship targets.
Manage the monthly distribution of outreach tasks among officers.
Provide quality assurance for all donor communications.
Outreach Coordination:
Conduct and coordinate outreach efforts through phone calls, emails, and text messages as part of a structured solicitation cadence for donors giving between $5-$249.
Send weekly outreach updates to the assistant director of the Ursinus Fund, rotating the responsibility with the other manager.
Collaborate with the assistant director of the Ursinus Fund to align outreach efforts with strategic priorities.
Document each outreach attempt in Advancement's database, Blackbaud Raiser's Edge.
Donor Engagement and Stewardship:
Assist in planning and executing donor engagement and stewardship activities.
Ensure timely and impactful donor communications and thank-you messages.
Alumni Engagement Support:
Assist the designated alumni engagement staff member in coordinating all logistical efforts for alumni signature events such as Homecoming, Alumni Awards, and Hall of Fame for Athletes as well as other alumni events, both on and off-campus.
Duties may include tracking event attendance, preparing, packaging, and breakdown of event materials, creating signage or other digital and printed materials for events such nametags and RSVP lists, reunion yearbooks and slideshows.
Update alumni records in the college's alumni in Raisers Edge and document alumni engagement activity under the guidelines of the Ursinus alumni engagement index.
Support coordination of the admission alumni referral program and prepares thank-you notes and gifts for alumni visitors to campus, delivering items to faculty and staff.
Qualifications:
Must be a current full-time student at Ursinus College
Active involvement in campus activities.
Demonstrated leadership qualities.
At least one academic reference.
Strong skills in marketing, communications, event management, data analytics, and donor engagement.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team.
Strong organizational skills and attention to detail.
Proficiency in using technology for communication and reporting.
Departmental Accountabilities:
Works collaboratively with colleagues and team members in the Advancement Office and throughout the college. Participates in Advancement Office meetings and other key college staff meetings
Possesses knowledge and experience with computer programs that support the Advancement Department including Microsoft Office programs and Raiser's Edge.
Other Duties:
The above statements are intended to describe the general nature and level of work being performed by the individual(s) assigned to this position. They are not intended to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Job responsibilities and activities may be modified or changed at any time with or without notice. Job descriptions will be audited periodically by the Ursinus Human Resources department to ensure they are up-to-date and reflect the essential responsibilities and duties of the job.
Ursinus EEO Statement:
Ursinus is an EEO employer. Ursinus College does not discriminate on grounds of race, color, national origin, gender, sexual orientation, gender identity or expression, religion, age, creed, ancestry, veteran status, marital status, disability, or other classification protected by applicable law in the administration of any of its educational programs or activities or with respect to employment.
Auto-ApplyInsurance Account Manager
Customer success manager job in Allentown, PA
Commercial lines Account Manager
Compensation: $80,000-$90,000 annually (DOE) + Incentive Opportunity Work Setup: Full-Time | In-Office
Avenica partners with a well-established, independent insurance brokerage specializing in comprehensive commercial and personal insurance solutions. This organization is known for its integrity, stability, and commitment to delivering exceptional service to businesses of all sizes.
This is an opportunity to join a respected, client-focused agency as a Commercial Lines Account Manager, where you will support a sophisticated book of business, strengthen client relationships, and provide guidance that empowers organizations to make informed risk management decisions.
How You'll Drive Impact
As a Commercial Lines Account Manager, you'll act as a trusted advisor-balancing technical expertise, operational excellence, and relationship management. You'll guide clients through coverage decisions, ensure accuracy across all policy activity, and contribute to a culture centered on service, collaboration, and continuous improvement.
Key Responsibilities:
Serve as the primary consultant for a high-profile, complex portfolio of commercial clients.
Partner closely with Producers to coordinate coverage placements, prepare proposals, and participate in client meetings and presentations.
Support new business development through proactive service and responsiveness to client needs.
Build and maintain strong relationships with insurance carriers, TPAs, and internal teams.
Manage customer files, billing, renewals, documentation, and claims processing within agency management systems.
Review and analyze policy coverage to identify enhancements, risk-reduction strategies, and additional protection opportunities.
Ensure all actions comply with laws, regulations, and agency standards.
Collaborate cross-functionally to share insights and strengthen team performance.
About You
You're a seasoned commercial insurance professional who brings both technical knowledge and a genuine passion for client success. You thrive in a fast-paced environment, communicate with clarity, and take pride in simplifying complex coverage concepts for your clients.
Qualifications:
Active Pennsylvania Property & Casualty License (or ability to obtain).
5+ years of experience managing commercial accounts; experience with alternative risk or captive products is a plus.
Strong understanding of commercial lines, coverage structures, and risk management.
Excellent communication, client service, and relationship-building skills.
High attention to detail with strong organizational and time-management abilities.
Bachelor's degree or advanced insurance designation (CIC, CPCU, etc.) preferred.
Why This Opportunity?
This is a chance to join a stable, respected brokerage with a collaborative culture and a strong reputation in the region. You'll work with experienced professionals, serve meaningful client relationships, and grow your career in an environment that prioritizes development and service excellence.
By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.
Equal Employment Opportunity Statement
Avenica is an Equal Opportunity Employer. We are committed to creating an inclusive and diverse workplace where all individuals are respected and valued. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.
We believe that diversity of backgrounds, perspectives, and experiences strengthens our team and drives innovation. We welcome applicants from all walks of life and encourage individuals from underrepresented groups to apply.
Director, Premier Customer Support
Customer success manager job in Wayne, PA
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry's largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience - from proposal to commission- so they can help better secure the financial futures of their clients.
At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions. We're passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We're proud that we've been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we've built for our nearly 900 employees around the word is exceptional -- and we've created a place where our employees love to come to work, every single day.
Come join our team!
About iPipeline
Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500 , and Fortune 1000 indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry's largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status
.
We are committed to building a supportive and inclusive environment for all employees.
This is an office-based position.
Responsibilities
We're launching a premier support model at iPipeline to transform customer value delivery and drive growth. In this leadership role, you'll design and implement a multi-tiered support structure that differentiates our SaaS business. You'll define the vision, build the team, and create premium support tiers that integrate with sales and customer success. It's a high-visibility, high-impact opportunity for someone who has built tiered support models before and thrives on the challenge of creating something new from the ground up.
Strategic Leadership
Define and execute the vision and roadmap for our Premier Support Business Unit.
Design tiered support offerings, SLAs, resourcing, and engagement models for top-tier accounts.
Build and launch new workflows, processes, and tools to support premier-level customer engagements.
Team Building & Management
Recruit, onboard, and manage a high-performing team of customer support leads and technical account managers.
Foster a culture of accountability, customer-centricity, and continuous improvement.
Provide mentorship and career development opportunities across the support organization.
Operational Excellence
Define KPIs and reporting standards to measure the success of premier support (e.g., CSAT, NPS, time to resolution, renewal impact).
Develop scalable and flexible staffing models and corresponding budgets, including offshore resourcing, to enable tiered support and scale to a 24/7/365 construct.
Implement and optimize support infrastructure, including ticketing systems, knowledge base, and escalation paths.
Partner with Product, Engineering, and Sales to ensure customer feedback drives product enhancements.
Customer Experience & Advocacy
Act as an executive sponsor for key accounts and escalations.
Ensure consistent white-glove service across all premier customers.
Represent the voice of the customer internally and advocate for their needs
Qualifications
12 + years of experience (with at least 7 years in leadership roles) in customer support or success roles in B2B SaaS environments and leadership experience with a track record of building and scaling customer-facing teams.
Experience creating or scaling a Premier or Enterprise Support function.
Experience managing offshore resourcing relationships.
Strong understanding of support metrics, processes, and enterprise customer needs.
Proven ability to collaborate cross-functionally and influence stakeholders at all levels.
Excellent written and verbal communication skills.
Familiarity with tools like Salesforce, JIRA, Zendesk, Gainsight or similar platforms
Preferred Qualifications
Experience supporting enterprise and mid-market customers in a SaaS model. Strong preference for experience with Financial Service Industry customers.
Background in technical support or support engineering environments.
MBA or equivalent leadership education is a plus.
Benefits
We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program - all in a creative, fast-growing, and innovative company.
Auto-ApplyCustomer Success Manager
Customer success manager job in Royersford, PA
Proconex is the exclusive Emerson Impact Partner for Emerson Automation Solutions in the Mid-Atlantic region. We provide a full portfolio of Process Automation Control Systems, Valves and Control Devices, and related technologies and services to a range of customers-in the Life Sciences, Chemical, Power, Refining, Oil & Gas, Food & Beverage, Paper, Metals, and other industries, as well as commercial enterprises and campus facilities. With three strategically located offices, Proconex maintains a deep dedication to its 200+ employees, a sharp focus on safety and quality, and the drive to deliver.
Customer Success Manager - Industrial Software Solutions
Location: Mid-Atlantic Region
Reports To: Business Unit Leader
Department: Linque
About Proconex
Proconex is a trusted leader in industrial automation and process control solutions, proudly serving the industry for over 75 years. With a rich legacy of delivering high-performance systems and equipment to process industries-including oil & gas, chemicals, power, and life sciences-we are now entering an exciting new chapter.
We are building on a solid foundation of over 10 years of successful deployments with our next generation of software products. Our software solutions are designed to empower industrial operators with operational analytics, enabling smarter, more efficient, and more reliable operations. This is a unique opportunity to be part of a growth-focused team that is taking proven technology to the next level.
Role Overview
As a Customer Success Manager (CSM), you will be the trusted advisor and advocate for our industrial manufacturing clients, ensuring they realize the full value of our software solutions. You will drive customer engagement, accelerate adoption, and foster long-term loyalty by aligning our platform's capabilities with the customer's operational goals.
This role is ideal for someone who thrives at the intersection of technology, manufacturing, and relationship management.
Key Responsibilities
Customer Onboarding & Enablement
Lead the onboarding process for new customers, ensuring a smooth transition from sales to implementation.
Deliver training and best practices to drive early adoption and value realization.
Customer Engagement & Relationship Management
Build strong, strategic relationships with key stakeholders across customer organizations and channel partner network.
Serve as the voice of the customer internally, advocating for their needs and feedback.
Adoption & Value Realization
Monitor product usage and proactively identify opportunities to increase adoption or expansion to additional products.
Collaborate with customers to define success metrics and track progress toward business outcomes.
Retention & Growth
Drive customer retention through proactive engagement, issue resolution, and strategic planning.
Identify upsell and cross-sell opportunities in partnership with Sales and Account Management.
Issue Resolution & Support Escalation
Act as a liaison between the customer and technical support teams to ensure timely resolution of issues.
Provide insights and feedback to Product and Engineering teams to improve the customer experience.
Data-Driven Insights
Leverage analytics and customer health metrics to identify risks and opportunities.
Prepare and deliver regular business reviews and success plans.
Qualifications
Experience: 3-5 years in B2B software sales, preferably within process industries.
Industry Knowledge: Familiarity with operational workflows in sectors such as oil & gas, chemicals, utilities, life sciences or general manufacturing.
Sales Skills: Proven track record of meeting or exceeding sales targets.
Communication: Strong verbal and written communication skills; ability to convey complex solutions clearly.
Collaboration: Comfortable working cross-functionally with technical teams and SMEs.
Tools: Proficiency with CRM platforms and sales enablement tools.
Preferred Qualifications
Experience selling SaaS or enterprise software solutions is a plus.
Technical aptitude or background in engineering or industrial systems.
Existing network within process industries.
Apply today to learn more about this exciting new opportunity at Proconex, the exclusive Emerson Impact Partner for the Mid-Atlantic region.
Proconex offers a standout culture, fantastic work environment, and has very competitive benefits to include premium medical, 401K match, tuition reimbursement, and other unique incentives.
When receiving e-mails from a Proconex or Valspec recruiter, you will only receive e-mails from addresses ending ********************** ******************** other domains are impersonations and should be ignored.
Candidates must be legally eligible to work in the United States without company sponsorship. Also, we are not interested in working on a corp-to-corp basis with other companies at this time.
Any third-party unsolicited resume submission(s) will immediately become the property of Proconex. Proconex will not pay any fee to a submitting employment agency, person, or entity unless a signed agreement is established.
Proconex is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, sexual orientation, gender identity, disability, protected veteran status or any other protected class. We are committed to providing a professional environment free of any discrimination or harassment, and we are proud to be a Drug-Free Workplace.
Auto-ApplySuccess Manager
Customer success manager job in Lancaster, PA
MDVIP: Transforming Primary Care, One Patient at a Time
MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.
Position Summary
As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance.
Key Responsibilities Practice Success & Growth Strategy
• Develop & Execute Business Plans: Partner with physicians to assess practice
performance, identify areas for improvement, and implement strategic initiatives that drive revenue,
increase patient membership, and enhance operational efficiency.
• Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new
memberships, optimize pricing strategies, and streamline operations for long-term success.
• Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing
training and performance coaching to ensure team members deliver an exceptional patient
experience. Develop First-Year Growth Plans for all new affiliates and guide established practices
through continuous improvement initiatives.
• Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping
physicians optimize patient engagement, streamline workflows, and leverage best practices to
enhance practice outcomes.
• Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits,
calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and
encourage participation in growth initiatives.
• Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and
provide hands-on guidance to enhance productivity, service quality, and membership retention.
Territory & Account Management
• Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion
opportunities, and new growth initiatives within the assigned territory. Analyze practice performance
and recommend continuous improvement plans based on data-driven insights.
• Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting
frequency based on performance assessments. Implement plans for underperforming accounts,
ensuring practices meet performance goals and maximize revenue potential.
• Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales,
Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources
to support affiliates effectively and follow up to ensure problem resolution.
• Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing
participation in key corporate initiatives such as networking events, practice relocations, and
technology implementations (EHR integrations, process optimization, etc.)
Accountability & Performance Excellence
• Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics,
logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities.
• Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions,
and industry webinars to stay ahead of trends, best practices, and new offerings.
• Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking,
and accountability by effectively managing multiple accounts, promptly resolving issues, and
continuously refining strategies to drive success.
• Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal
teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.
Key Competencies
Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively.
Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable.
Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations.
Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them.
Collaborative: Works well with others, values teamwork, and helps everyone succeed together.
Minimum Qualifications
Bachelor's degree in relevant discipline
Three (3) years related work experience in account management
One (1) year related work experience in sales
Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint.
Preferred Qualifications
Experience working in healthcare, medical sales, or clinic operations.
Experienced with travel and expense reporting tools, mapping software, and CRM systems
Why Join MDVIP?
• Be part of a mission-driven organization leading innovation in personalized healthcare.
• Drive transformation and growth in a dynamic, fast-paced environment.
• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.
• Comprehensive benefits: health, dental, vision insurance, and retirement plans.
• Professional development: access to ongoing training and leadership development programs.
• Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence.
MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.
If you require accommodation during the application or interview process, please let us know, and we will be happy to assist.
Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.
Auto-ApplySuccess Manager
Customer success manager job in Lancaster, PA
MDVIP: Transforming Primary Care, One Patient at a Time
MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.
Position Summary
As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance.
Key Responsibilities Practice Success & Growth Strategy
• Develop & Execute Business Plans: Partner with physicians to assess practice
performance, identify areas for improvement, and implement strategic initiatives that drive revenue,
increase patient membership, and enhance operational efficiency.
• Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new
memberships, optimize pricing strategies, and streamline operations for long-term success.
• Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing
training and performance coaching to ensure team members deliver an exceptional patient
experience. Develop First-Year Growth Plans for all new affiliates and guide established practices
through continuous improvement initiatives.
• Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping
physicians optimize patient engagement, streamline workflows, and leverage best practices to
enhance practice outcomes.
• Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits,
calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and
encourage participation in growth initiatives.
• Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and
provide hands-on guidance to enhance productivity, service quality, and membership retention.
Territory & Account Management
• Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion
opportunities, and new growth initiatives within the assigned territory. Analyze practice performance
and recommend continuous improvement plans based on data-driven insights.
• Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting
frequency based on performance assessments. Implement plans for underperforming accounts,
ensuring practices meet performance goals and maximize revenue potential.
• Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales,
Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources
to support affiliates effectively and follow up to ensure problem resolution.
• Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing
participation in key corporate initiatives such as networking events, practice relocations, and
technology implementations (EHR integrations, process optimization, etc.)
Accountability & Performance Excellence
• Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics,
logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities.
• Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions,
and industry webinars to stay ahead of trends, best practices, and new offerings.
• Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking,
and accountability by effectively managing multiple accounts, promptly resolving issues, and
continuously refining strategies to drive success.
• Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal
teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.
Key Competencies
Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively.
Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable.
Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations.
Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them.
Collaborative: Works well with others, values teamwork, and helps everyone succeed together.
Minimum Qualifications
Bachelor's degree in relevant discipline
Three (3) years related work experience in account management
One (1) year related work experience in sales
Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint.
Preferred Qualifications
Experience working in healthcare, medical sales, or clinic operations.
Experienced with travel and expense reporting tools, mapping software, and CRM systems
Why Join MDVIP?
• Be part of a mission-driven organization leading innovation in personalized healthcare.
• Drive transformation and growth in a dynamic, fast-paced environment.
• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.
• Comprehensive benefits: health, dental, vision insurance, and retirement plans.
• Professional development: access to ongoing training and leadership development programs.
• Positive work environment: consistently recognized as a Great Place to Work , fostering a culture of collaboration and excellence.
MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.
If you require accommodation during the application or interview process, please let us know, and we will be happy to assist.
Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.
Auto-ApplyCustomer Success Manager
Customer success manager job in Lancaster, PA
Join Cargas as a Customer Success Manager and build lasting relationships that drive engagement, product adoption, and business growth.
Youll help our customers maximize the value of
Manager, Tradeshow Client Relationships
Customer success manager job in Reading, PA
Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines' extensive line haul network providing EFW clients with a hybrid transportation network. The company has received industry awards, including Specialty Carrier of the Year and E-Commerce Delivery Carrier of the Year, and has been recognized by Global Trade Americas as a leading 3PL to watch.
We are proud to offer highly competitive pay and a comprehensive benefits package, including:
Paid vacation, sick time, and holidays
401(k) plan with company match
Medical, dental, and vision insurance
Short- and long-term disability plans
Life and accidental death & dismemberment insurance
Job referral bonus program
Salary Range: $60k to $65k base + Incentive
Responsibilities
The Manager, Tradeshow Client Relationships is accountable for managing all facets of assigned Tradeshow accounts within Estes Forwarding Worldwide, LLC. The Manager, Tradeshow Client Relationships is responsible for collaborating with EFW sales, operations, and Internal SME's while establishing and maintaining Tradeshow client relationships, coordinating support for clients, directing client strategies, reporting on client relationships, managing the implementation and on-boarding of new Tradeshow client accounts and ensuring a consistently high level of service, quality, and client satisfaction.
To perform this job successfully, an individual must satisfactorily perform each essential duty. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential duties.
Develop and maintain strong, long-term Tradeshow client relationships with assigned accounts.
Achieve assigned strategic Tradeshow account objectives.
Work in conjunction with Tradeshow sales team members, operations leadership, and the EFW Executive team to ensure open communication and provide excellent customer service.
Gather information from members at all levels of the organization who can contribute information about problems and possible solutions.
Research and provide possible solutions for identified issues.
Recommend strategies to management and other decision makers.
Look for and develop new opportunities through Challenger Sales process and consultation.
Develop new relationships with assigned Tradeshow accounts through networking and additional opportunity probing.
Recommend new EFW strategies to client management and other decision-makers.
Adhere to CRM processes - including, but not limited to, ensuring updated contact information, new opportunity entry, call notes with results and next steps, etc.
Own assigned new Tradeshow customer onboarding and integration.
Assist with facilitating the Onboarding Roadmap.
Assist in developing and ensure execution of Tradeshow client agreements for new accounts.
Identify IT integration needs and work with assigned IT project managers.
Act as the liaison between clients and all pertinent internal teams.
Support bidding and pricing process with assigned accounts.
Interact with key SME's to facilitate timely delivery of completed projects and improvements.
Communicate with major clients on a regular basis and respond to specific queries.
Establish and continuously improve processes to ensure excellent client relations.
Handle transactional complaints and problems in a timely and effective manner.
Be a client resource for all Tradeshow needs.
Provide dedicated and complete customer service support.
Engineer solutions and innovative ideas to meet client needs.
Prepare Business Reviews in an established cadence (monthly, quarterly, etc.).
Understand and provide business projections to all relevant parties.
Monitor account performance by regularly reviewing KPIs and agreed upon client SLAs.
Work with operational team to identify any lagging trends and improve to client expectation.
Define business problems within the organization and use statistical analysis, simulations, predictive modeling, or other methods to analyze and develop practical solutions.
Measure effectiveness of solutions and process improvements.
Support and work with VP, Tradeshow for any identified account escalations and issues with operational performance.
Support and work with Tradeshow operations for any identified new opportunities or issues with performance.
Routinely measure shipment volume levels and quickly investigate attrition or growth to determine root cause. Escalate any identified attrition to management.
Maintain Client Tradeshow and Event schedule within CRM, building opportunities and maintaining the schedules in order to stay on top of account growth and potential revenue. Keeping contact information updated with CRM and Worldtrak.
Build client quotations and shipments within Worldtrak.
Route all shipments for the client and look for opportunities to maximize profit by consolidating shipments with other account freight.
Effectively log all client communication in the company CRM.
Regular attendance is required.
Comply with company C-TPAT and TSA security procedures.
Perform other duties as assigned.
Qualifications
The qualifications listed below are representative of the minimum knowledge, skill, and/or ability required.
SKILLS AND ABILITIES
Ability to interact effectively with all levels of the organization
Ability to identify issues, requirements, and opportunities involved in customer service
Excellent oral and written communication skills
Excellent project management skills
Effective time management skills
Ability to prioritize, manage time effectively, escalate issues appropriately, and keep information confidential
Respond well to questions.
Ability to read, interpret and comply with written information and documents such as safety rules, operations / procedure manuals and maintenance instructions with a high comprehension and concentration level to include the ability to meet deadlines
Ability to read and interpret complex business and/or technical documents
Ability to write comprehensive reports and detailed business correspondence
Ability to work with managers or directors and communicate ambiguous concepts
Ability to present to groups across the organization
Ability to solve problems with a variety of concrete variables through semi-standardized solutions that require some ingenuity and analysis
Ability to draw inferences and follow prescribed and detailed procedures to solve moderately complex problems
Must be able to travel via car, train or plane when requested.
Must pass a pre-employment drug screen, random drug and/or alcohol tests, and will be subject to a criminal history background check.
Must be eligible to work in the United States.
At this time, EFW will not sponsor a new applicant for employment authorization for this position.
EFW offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status.
SUPERVISION
Position functions semi-autonomously and has no direct reports.
EDUCATION/EXPERIENCE
Minimum of an Associate's degree and 5-7 years of experience. Additionally, 5-7 years of experience within the transportation industry preferred. However, a combination of experience and/or education will be taken into consideration.
LICENSES/CERTIFICATIONS
Valid driver's license required.
TRAVEL
Periodic travel up to 25% required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Typically sitting at a desk or table. Intermittently sitting, standing, walking, or stooping.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform essential duties.
Normal office situation.
EFW is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.
Auto-ApplyClient Service Manager
Customer success manager job in Downingtown, PA
Who We Are
At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting. BCA is a leader in the financial service industry and consistently ranks as an “elite” retirement plan advisor and within the top quartile of firms based on assets under management.
Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to achieve their goals and live more confidently. Through our holistic planning approach, we strive to be a thought-partner on the team, collaborating with business partners, attorneys and accountants to achieve the best outcomes for our clients.
With 50+ years in the industry, we continue to expand our footprint with offices in Downingtown, PA and Barberton, OH. Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for growth-minded individuals who are excited to learn and work in a client service-first organization where they can make a big impact.
Summary
As a Client Service Associate at Bruton Chisnell Advisors (BCA) in the Pennsylvania office, you will play a crucial role in client relations by ensuring the smooth operation of the office. Serving as the first level of client service, you will be responsible for perpetuating our Purpose and Core Values in each interaction with clients, the internal team, and partners.
Your responsibilities will include coordinating and preparing for client meetings, and prepare and execute client paperwork. You will take help support the office experience to create a positive interaction for every visitor. Your role will be vital in creating a positive client and team experience and supporting the overall efficiency of our office and team members.
Responsibilities
· Client Experience & Service Support
o Client Meeting Preparation: Proactively review upcoming meetings to identify the need for materials. Print agendas, binders and other meeting materials for client meetings as needed in partnership with client service managers and relationship managers. Prepare presentations and reports.
o Back Office / Paperwork Management: Draft paperwork, collect signatures from appropriate signers, either by hand signature or DocuSign. Ensure all client documentation complies with firm policies and regulatory requirements. Manage paperwork process from submission to completion.
o CRM: Partner with client service team to add new clients to CRM with accurate details. Update client information regularly to ensure accurate client data. Support effective workflows and automations. Ad hoc projects related to data integrity and reporting.
o Client File Management: Scan & save client paperwork, meeting notes, estate plans, and other documents as needed. Download and share statements, tax forms, etc. from Fidelity, Schwab and other Recordkeepers / Custodians as needed. Organize and maintain files in an efficient way for easy access.
o Process Documentation: Partnering with various BCA team members, identify processes that need documented, help document existing processes, and identify opportunities for continual improvement.
o Client Success: Provide a high level of customer service by responding to inquiries promptly. Completing follow-ups as requested by Advisors and/or Client Service team.
Experience
· 3+ years of financial services experience, required.
· Fidelity and/or Schwab experience, a plus.
· Ability to maintain highly confidential information.
· Proven experience in client services with a service first mindset creating a white glove client experience for every person.
· Positive, can-do attitude. Ability to take on new projects with limited direction.
· Highly organized with the ability to manage multiple priorities at once.
· Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel).
· CRM and DocuSign experience, preferred.
· Strong desire to learn and grow within the financial planning industry.
Success Manager
Customer success manager job in Lancaster, PA
MDVIP: Transforming Primary Care, One Patient at a Time MDVIP is a national leader in personalized healthcare, empowering over 425,000 members to achieve their health and wellness goals through a network of more than 1,400 concierge primary care physicians. Our program emphasizes preventive medicine, offering comprehensive screenings, advanced diagnostics, and individualized wellness plans. Recognized as a Great Place to Work since 2018, MDVIP is committed to excellence in patient care and employee satisfaction.
Position Summary
As a Success Manager, you will be responsible for building strong relationships with physicians and Practice Management, driving business outcomes, and ensuring their success with our solutions. You will leverage your medical knowledge and sales expertise to develop tailored strategies that enhance productivity, increase membership, and improve overall Practice performance. Your success will be measured based on membership and revenue growth, member retention, and practice performance.
Key Responsibilities
Practice Success & Growth Strategy
* Develop & Execute Business Plans: Partner with physicians to assess practice
performance, identify areas for improvement, and implement strategic initiatives that drive revenue,
increase patient membership, and enhance operational efficiency.
* Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new
memberships, optimize pricing strategies, and streamline operations for long-term success.
* Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing
training and performance coaching to ensure team members deliver an exceptional patient
experience. Develop First-Year Growth Plans for all new affiliates and guide established practices
through continuous improvement initiatives.
* Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping
physicians optimize patient engagement, streamline workflows, and leverage best practices to
enhance practice outcomes.
* Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits,
calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and
encourage participation in growth initiatives.
* Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and
provide hands-on guidance to enhance productivity, service quality, and membership retention.
Territory & Account Management
* Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion
opportunities, and new growth initiatives within the assigned territory. Analyze practice performance
and recommend continuous improvement plans based on data-driven insights.
* Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting
frequency based on performance assessments. Implement plans for underperforming accounts,
ensuring practices meet performance goals and maximize revenue potential.
* Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales,
Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources
to support affiliates effectively and follow up to ensure problem resolution.
* Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing
participation in key corporate initiatives such as networking events, practice relocations, and
technology implementations (EHR integrations, process optimization, etc.)
Accountability & Performance Excellence
* Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics,
logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities.
* Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions,
and industry webinars to stay ahead of trends, best practices, and new offerings.
* Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking,
and accountability by effectively managing multiple accounts, promptly resolving issues, and
continuously refining strategies to drive success.
* Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal
teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.
Key Competencies
* Goal-Oriented and Results-Driven: Focuses on achieving goals and getting things done efficiently and effectively.
* Trusted Advisor: Builds strong relationships by offering helpful advice and being reliable.
* Confident and Unflappable: Stays calm and confident, even in stressful or uncertain situations.
* Handles Tough Conversations Well: Can talk through difficult issues honestly and respectfully, without avoiding them.
* Collaborative: Works well with others, values teamwork, and helps everyone succeed together.
Minimum Qualifications
* Bachelor's degree in relevant discipline
* Three (3) years related work experience in account management
* One (1) year related work experience in sales
* Proficient in Microsoft Office, with advanced skills in Outlook and intermediate proficiency in Excel and Word. Basic knowledge of PowerPoint.
Preferred Qualifications
* Experience working in healthcare, medical sales, or clinic operations.
* Experienced with travel and expense reporting tools, mapping software, and CRM systems
Why Join MDVIP?
* Be part of a mission-driven organization leading innovation in personalized healthcare.• Drive transformation and growth in a dynamic, fast-paced environment.• Competitive compensation: attractive base salary complemented by performance-based incentives for eligible roles.• Comprehensive benefits: health, dental, vision insurance, and retirement plans.• Professional development: access to ongoing training and leadership development programs.• Positive work environment: consistently recognized as a Great Place to Work, fostering a culture of collaboration and excellence.
MDVIP is an Equal Opportunity Employer and is committed to fostering an inclusive and diverse workplace. We welcome applicants of all backgrounds and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected status. We believe that diversity and inclusion drive innovation and strengthen our company culture.
If you require accommodation during the application or interview process, please let us know, and we will be happy to assist.
Our compensation reflects the cost of labor across appropriate US geographic markets. Pay is based on several factors including but not limited to market location and may vary depending on job-related knowledge, skills, and education/training and a candidate's work experience. Hired applicants are offered annual incentive compensation programs, subject to applicable eligibility requirements. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance. The company offers the following benefits for this position, subject to applicable eligibility requirements. Medical/prescription drug coverage, Dental coverage, Vision coverage, Flexible Spending Account, Health Savings Account, Dependent Care Flexible Spending Account, Basic and Supplemental Life Insurance & Accidental Death and Dismemberment, Disability Income Protection Plan, Employee Assistance Program, 401(k) retirement program, Vacation, Paid Holidays and Personal time, Paid Sick and Family and Medical Leave time as required by law.
Responsibilities Practice Success & Growth Strategy • Develop & Execute Business Plans: Partner with physicians to assess practice performance, identify areas for improvement, and implement strategic initiatives that drive revenue, increase patient membership, and enhance operational efficiency. • Drive Measurable Results: Implement targeted programs to reduce cancellations, increase new memberships, optimize pricing strategies, and streamline operations for long-term success. • Onboarding & Continuous Training: Lead the onboarding of new practices and staff, providing ongoing training and performance coaching to ensure team members deliver an exceptional patient experience. Develop First-Year Growth Plans for all new affiliates and guide established practices through continuous improvement initiatives. • Trusted Advisor & Consultative Engagement: Serve as a strategic business consultant, helping physicians optimize patient engagement, streamline workflows, and leverage best practices to enhance practice outcomes. • Proactive Physician & Staff Engagement: Maintain consistent communication through in-person visits, calls, texts, and emails to ensure alignment with corporate initiatives, resolve concerns efficiently, and encourage participation in growth initiatives. • Operational Best Practices & Adoption: Regularly observe practice operations, identify gaps, and provide hands-on guidance to enhance productivity, service quality, and membership retention. Territory & Account Management • Strategic Territory Growth & Risk Mitigation: Proactively identify at-risk practices, expansion opportunities, and new growth initiatives within the assigned territory. Analyze practice performance and recommend continuous improvement plans based on data-driven insights. • Structured Visit & Engagement Cadence: Conduct regular on-site and virtual office visits, adjusting frequency based on performance assessments. Implement plans for underperforming accounts, ensuring practices meet performance goals and maximize revenue potential. • Collaboration & Resource Optimization: Work cross-functionally with internal teams-including Sales, Marketing, and Corporate Support-to drive territory success. Identify appropriate tools and resources to support affiliates effectively and follow up to ensure problem resolution. • Influence & Leadership in Practice Success: Lead physician engagement efforts, influencing participation in key corporate initiatives such as networking events, practice relocations, and technology implementations (EHR integrations, process optimization, etc.) Accountability & Performance Excellence • Goal-Oriented Execution: Maintain a results-driven approach by tracking key performance metrics, logging progress in CRM (Salesforce), and reporting on milestones and growth opportunities. • Commitment to Professional Growth: Actively participate in weekly team meetings, training sessions, and industry webinars to stay ahead of trends, best practices, and new offerings. • Operational Excellence & Responsiveness: Demonstrate strong organizational skills, critical thinking, and accountability by effectively managing multiple accounts, promptly resolving issues, and continuously refining strategies to drive success. • Ownership & Continuous Improvement: Take responsibility for outcomes, collaborate with internal teams to address challenges proactively, and ensure a continuous feedback loop to improve processes.
Auto-ApplyClient Manager
Customer success manager job in Leola, PA
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
We actively, genuinely
CARE
about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We
COLLABORATE
continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We
LEAD
with intelligence, hunger, curiosity, energy and a future-focused attitude of “what's next”?
We are
RESULT-ORIENTED
, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We
CELEBRATE
both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.
Job Description
We are seeking an experienced Client Manager II specializing in insurance to join our team in Leola, PA United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.
Manage and maintain relationships with existing commercial insurance clients
Review and analyze insurance policies to ensure appropriate coverage and compliance
Process policy changes, renewals, and endorsements for insurance accounts
Conduct risk assessments and provide risk management recommendations
Coordinate with underwriters and insurance carriers for policy placement
Handle client inquiries and resolve coverage-related issues
Monitor and ensure compliance with DOT regulations and insurance requirements
Prepare insurance documentation, certificates, and policy summaries
Develop and implement client retention strategies
Maintain accurate client records and documentation in CRM system
Qualifications
Active Property & Casualty (P&C) Insurance License required
3-5 years of commercial insurance experience, with specific focus on trucking/transportation insurance
Comprehensive knowledge of commercial trucking insurance products and coverage
Strong understanding of DOT regulations and transportation compliance requirements
Proficiency in insurance policy management and risk assessment
Experience with CRM software and MS Office Suite
Excellent account management and client service skills
Strong analytical and problem-solving abilities
Detail-oriented with exceptional organizational skills
Effective written and verbal communication skills
Knowledge of transportation industry risk management practices
Additional Information
Please see our company Benefits:
Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
Strategic Account Manager - Healthcare
Customer success manager job in Lancaster, PA
We're not just hiring; we are building a world better than we found it, supporting those who serve the common good, assisting those who are most vulnerable, and helping keep our communities safe. We are seeking a highly motivated Strategic Account Manager - Healthcare for our Lancaster, PA territory who will create and execute sales in the healthcare market to include solutions for hospitals and long-term care facilities. You will be responsible for exceeding sales revenue goals, developing and maintaining valued customer relationships, and expanding our customer base, all while forging your own path. Accountabilities Include:
Generate new customers within the assigned territory.
Service and expand the business of the existing customer base.
Present technology solutions to customers in professional environments.
Conduct walkthroughs and develop scope-of-work documents based on potential installation projects with the assistance of the engineering team.
Write and submit timely, accurate, and professional bids and bid responses with the assistance of the support team.
Respond to RFI's, RFQ's, and RFP's.
Understand and interpret construction project specifications.
Develop and maintain strong product and industry knowledge, recognizing local industry trends.
Support the local engineering and architectural community by providing customer needs analysis, system layouts, and designs.
Develop and maintain professional relationships with manufacturer representatives.
Determine strategic efforts based on competitive analysis and market trends to maximize sales efforts.
Requirements for Success:
Bachelor's degree or equivalent relevant work experience.
Minimum of 2 years of B2B sales experience.
Demonstrated ability to deliver compelling, engaging, informative presentations online and in a public setting with the appropriate tone of voice, body language, and delivery.
Previous experience selling into C-Suite preferred.
Ability to exercise the highest level of integrity and professional business acumen.
Professional self-starter who is reliable, flexible, proactive, resilient, organized, and punctual.
Computer skills to include understanding basic computer manipulation, managing computer files, word processing, using spreadsheets and databases, creating presentations, finding information, and communicating.
Excellent written and verbal communication skills to effectively express ideas and information.
Ability to thrive both independently and in a team environment.
A high level of commitment to customer satisfaction.
Basic math computation skills to include addition, subtraction, multiplication, division, percentages and fractions.
Ability to follow policies, processes and procedures.
Effective use of Microsoft 365 suite of products.
Demonstrated attention to detail and commitment to task in completing assignments with quality outputs.
Maintain a clean driving record.
Why Choose Us: Not to brag, but our team rocks! With an average employee tenure of 11 years, our experience authenticates our capabilities. In addition, we are staffed with talented professionals who gauge their success based on our customers. But we do know how to let our hair down and have a serious bit of fun. In return for your commitment and valuable contributions to the Company, Ronco offers a friendly working atmosphere, competitive compensation, uncapped commission, and benefits (Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, Accident Insurance, Critical Illness Insurance, Hospital Indemnity Insurance, 401k, nine paid Holidays, Sick Pay, and Paid Time Off), on the job training, and opportunities for promotion. We also offer a flexible hybrid working model of 3 days a week in-office, and 2 days a week remote. Ready to take the next step in your career? Apply today! This role may require you to meet vendor specific credentialing requirements to visit customer sites as a condition of your continued employment. These requirements vary based on the respective healthcare, educational, state, or federal customer and may include vaccinations, additional background checks, additional drug testing, and any other type of criteria as specified by the customer. Ronco is a drug-free workplace. Employment is subject to passing a drug test. Ronco is an Equal Opportunity Employer.
Client Services Manager, Home Health
Customer success manager job in Allentown, PA
BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Allentown, PA Senior Living Office.
If you are looking for an exciting career opportunity in a growing industry, a Client Services Manager could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered with compassion, excellence, and reliability. We want you to apply your energy and skills in this dynamic, entrepreneurial environment and become an integral part of a caring, professional team that is instrumental in providing the highest quality care to our clients.
The Client Services Manager will:
Provide superior customer service and quality home care
Focus on managing coordination of client services and emergent scheduling issues
Manage your Client Services Manager caseload while proactively growing it
Build lasting relationships with clients, referral sources, payors and community organizations
Develop strong, communicative relationships with the team
Maintain effective fiscal management of your caseload by monitoring metrics (admissions, % Medicare, referrals rejected by reason, etc.)
Client Services Managers will partner with Clinical Managers to provide supervision and support to field employees
Qualifications for a Client Services Manager:
Prior medical office or home care experience preferred
4 year College degree (preferred)
Prior supervisory experience strongly preferred
Demonstrated record of successfully taking on increased responsibility (goal achievement)
Ambition to grow and advance beyond current position
Strong computer skills required (electronic medical record)
Excellent communication and interpersonal skills
BAYADA Offers:
BAYADA offers a comprehensive benefits plan that includes the following: Paid holidays, vacation and sick leave, vision, dental and medical health plans, employer paid life insurance, 401k with company match, direct deposit and employee assistance program
Comprehensive salary
Medical / Dental / Prescription / Vision
Paid time off
Tuition reimbursement
401k with company match
#LIRX
#JoinBAYADA-RX
As an accredited, regulated, certified, and licensed home health care provider, BAYADA complies with all state/local mandates.
BAYADA is celebrating 50 years of compassion, excellence, and reliability. Learn more about our 50th anniversary celebration and how you can join in here.
BAYADA Home Health Care, Inc., and its associated entities and joint venture partners, are Equal Opportunity Employers. All employment decisions are made on a non-discriminatory basis without regard to sex, race, color, age, disability, pregnancy or maternity, sexual orientation, gender identity, citizenship status, military status, or any other similarly protected status in accordance with federal, state and local laws. Hence, we strongly encourage applications from people with these identities or who are members of other marginalized communities.
Auto-ApplyStrategic Account Manager
Customer success manager job in Exeter, PA
Are you a relationship-focused sales professional with a strong understanding of eCommerce and the automotive aftermarket? Join Keystone Automotive Operations as a Strategic Account Manager and help drive the wholesale growth of established eCommerce and marketplace partners across the Automotive, RV, and Marine industries. In this role, you'll maintain a set base of established eCommerce businesses, in addition to new business, and will act as the liaison between the company and the wholesale customers. You'll work to expand, maintain, and improve customer relationships and achieve sales, profitability, and process goals.
This is an Inside Sales position with some travel required.
Key Responsibilities
Build and maintain strong relationships with key wholesale partners.
Regularly communicate with customers, resolve customer queries, and increase revenue by promoting different vendors and our services.
Monitor sales performance metrics and prepare monthly, quarterly, and annual reports and forecasts.
Ensure customer satisfaction and identify new opportunities to create increased results.
Regularly acquire and share competitive intel.
Consistently meet/exceed set sales and budget goals, as well as overall customer profitability and margin.
Up to 25% Travel Required.
Assume other duties as assigned
Required Qualifications
Bachelor's Degree
3+ years of related experience required.
Preferred Qualifications
No Preferred Education Required.
2+ years of experience in business-to-business collections.
Knowledge/Skills/Abilities
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages and to draw and interpret graphs.
Frequent use of Outlook, Word, Excel, graphics, etc. Ability to create, maintain and incorporate functions into Word documents, Excel spreadsheets, databases, and PowerPoint presentations to support business objectives.
Regularly uses moderately complex oral and written skills. May train others in functional areas, interact with others and make presentations to department or middle management.
Problems encountered are routine, somewhat repetitive and generally solved by following clear directions and procedures.
Decisions generally affect one's own job or the assigned functional area.
Results are defined; sets personal goals and determines how to achieve results with few or no guidelines to follow; supervisor/manager provides broad guidance and overall direction.
Handle multiple tasks or projects simultaneously with moderate complexity.
Work Environment
Work is primarily sedentary: must be able to sit for extended periods of time and use a computer, keyboard, and mouse, frequently.
Travel may be required periodically, including overnight stays (contingent on position requirements).
Who We Are
Keystone Automotive Operations is North America's leading distributor of specialty automotive aftermarket, RV and marine parts and accessories. Our success is driven by a people-focused culture rooted in our core values:
Commitment | Customer Service | Execution | Integrity | Leadership | Teamwork | Fun
With over 1,900 dedicated team members worldwide, we believe that our employees are the heart of our success. When you grow, we all grow - and we're committed to supporting your journey.
Why Join Keystone Automotive Operations?
We're not just delivering parts - we're delivering opportunity. At Keystone Automotive Operations, we believe in investing in our people. Whether you're behind the wheel or building your career, we offer a culture that prioritizes growth, inclusion, and recognition. Be part of a team that's driving the future of the automotive aftermarket, RV, and marine.
Your success is our priority. We provide comprehensive benefits and development programs designed to help you thrive professionally and personally.
We Offer:
Health Benefits: Medical, Dental, Vision, HSA/FSA Options
Wellness Benefits: Access to HINGE Health, Employee Assistance Program and more
Financial Security: 401(k) with company match, Company-paid Life Insurance and Long-term Disability, Short-term Disability
Paid Time Off (PTO) & Holidays
Education Support: Tuition Assistance and Scholarships for Dependents
Employee Referral Bonus Program
Employee Purchase Discounts
Professional Opportunities: Ongoing training, internal growth, and leadership development
Inclusive Culture: Team-driven environment that values innovation and integrity
Ready to Join Our Team?
Take the next step in your career and bring your skills to a company where they'll make a real difference. Apply today!
Customer Accounts Manager
Customer success manager job in Allentown, PA
Job Schedule Corporate Retail Store Job ID 72500 Date posted 12/01/2025 Customer Accounts Manager The salary range for this role is $15.50 to $16.25 per hour.* This position is also eligible for incentive pay based on performance. Aaron's Customer Account Managers drive the success of our stores by leading the customer accounts department with the primary goal of achieving company standards for collections and lease renewals. As a Customer Account Manager, you will strategically influence team performance to help our customers achieve their goals of ownership and assume a wide variety of job functions at the direction of the General Manager.
Skills for Success
Customer Account Managers can connect and relate well to people, demonstrate empathy, listen attentively, and successfully navigate difficult conversations. Strong leadership, multi-tasking, organizational, and negotiation/persuasion skills are essential. Like all Aaron's team members, Customer Account Managers share our purpose and passion for making a real difference in the lives of others and the rewards that come from creating strong personal connections for life.
The Work
* Attainment and upkeep of customers' accounts including maintaining updated customer information in the store computer system and documenting all customer payment appointments
* Assist General Manager with operational functions which include account recommendations, payment frequency and payment history to monitor accuracy
* Second up to the General Manager
* Build authentic customer relationships to support customers in their ownership goals and drive sales
* Manage the collections process by counseling customers to gain timely lease/merchandise renewals
* Review and close lease agreements, which includes confirming customer identification, collecting money and obtain customer signatures on lease agreements
* Contact customers who have not renewed merchandise agreements
* Maintain customers contact over the phone and through home visits
* Update customers information and maintain accuracy
* Manage entire accounts staff to achieve daily, weekly and monthly accounts department goals
* Clean and certify merchandise in the cleaning station for all merchandise personally returned
* Complete and maintain weekly vehicle maintenance sheet and route sheets daily
* Load, secure and protect product in company vehicle
* Safely operate company vehicle
* Assist the Sales Team as needed
* Any other reasonable duties requested by management
Requirements
* United States at least 21 years old with a valid state Driver's License and compliance with the Company's Driver Qualification Policy; including satisfactory MVR (driving record). Canada at least the age of 18.
* Must meet DOT requirements to obtain certification in required states (United States)
* Ability to work schedule of hours varying from 8 am to 9 pm
* Ability to lift up to 50 lbs. without help and up to 300 lbs. with the assistance of a dolly
* Two years of college or two years of previous management experience preferred
* High School diploma or equivalent preferred
* Excellent interpersonal and communication skills
* High energy with the ability to effectively perform all functions of the store and multitasking effectively
* Proper telephone etiquette
* Uphold the Aaron's Brand and protect company assets
* Maintain a professional appearance
* Proficient computer skills
Aaron's Total Rewards
Our team members are our greatest asset. As an expression of our appreciation, Aaron's is proud to offer outstanding career training, competitive performance incentives, excellent advancement opportunities, and a distinctive benefits package which includes:
* Paid time off, including vacation days, sick days, and holidays
* Medical, dental and vision insurance
* 401(k) plan with contribution matching
* Note that the pay range provided above is the lowest to highest ratewe in good faith believe we would pay for this role at the time of this posting. We may ultimately paymore or less than the posted range, and the range may be modifiedin the future. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remainsin the Company's sole discretion unless and until paid and may be modifiedat the Company's sole discretion, consistent with the law.
Benefits vary based on FT and PT employment status.
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Strategic Account Manager
Customer success manager job in Exeter, PA
Join the LKQ Family! We're looking for motivated individuals to join our team at LKQ Corporation. With opportunities for growth, competitive benefits, and a supportive work environment, LKQ is the place to be. Apply now and take the first step toward a rewarding career!
Strategic Account Manager
Location: Exeter, PA
Role Summary
Are you a relationship-focused sales professional with a strong understanding of eCommerce and the automotive aftermarket? Join Keystone Automotive Operations as a Strategic Account Manager and help drive the wholesale growth of established eCommerce and marketplace partners across the Automotive, RV, and Marine industries. In this role, you'll maintain a set base of established eCommerce businesses, in addition to new business, and will act as the liaison between the company and the wholesale customers. You'll work to expand, maintain, and improve customer relationships and achieve sales, profitability, and process goals.
This is an Inside Sales position with some travel required.
Key Responsibilities
Build and maintain strong relationships with key wholesale partners.
Regularly communicate with customers, resolve customer queries, and increase revenue by promoting different vendors and our services.
Monitor sales performance metrics and prepare monthly, quarterly, and annual reports and forecasts.
Ensure customer satisfaction and identify new opportunities to create increased results.
Regularly acquire and share competitive intel.
Consistently meet/exceed set sales and budget goals, as well as overall customer profitability and margin.
Up to 25% Travel Required.
Assume other duties as assigned
Required Qualifications
Bachelor's Degree
3+ years of related experience required.
Preferred Qualifications
No Preferred Education Required.
2+ years of experience in business-to-business collections.
Knowledge/Skills/Abilities
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages and to draw and interpret graphs.
Frequent use of Outlook, Word, Excel, graphics, etc. Ability to create, maintain and incorporate functions into Word documents, Excel spreadsheets, databases, and PowerPoint presentations to support business objectives.
Regularly uses moderately complex oral and written skills. May train others in functional areas, interact with others and make presentations to department or middle management.
Problems encountered are routine, somewhat repetitive and generally solved by following clear directions and procedures.
Decisions generally affect one's own job or the assigned functional area.
Results are defined; sets personal goals and determines how to achieve results with few or no guidelines to follow; supervisor/manager provides broad guidance and overall direction.
Handle multiple tasks or projects simultaneously with moderate complexity.
Work Environment
Work is primarily sedentary: must be able to sit for extended periods of time and use a computer, keyboard, and mouse, frequently.
Travel may be required periodically, including overnight stays (contingent on position requirements).
Who We Are
Keystone Automotive Operations is North America's leading distributor of specialty automotive aftermarket, RV and marine parts and accessories. Our success is driven by a people-focused culture rooted in our core values:
Commitment | Customer Service | Execution | Integrity | Leadership | Teamwork | Fun
With over 1,900 dedicated team members worldwide, we believe that our employees are the heart of our success. When you grow, we all grow - and we're committed to supporting your journey.
Why Join Keystone Automotive Operations?
We're not just delivering parts - we're delivering opportunity. At Keystone Automotive Operations, we believe in investing in our people. Whether you're behind the wheel or building your career, we offer a culture that prioritizes growth, inclusion, and recognition. Be part of a team that's driving the future of the automotive aftermarket, RV, and marine.
Your success is our priority. We provide comprehensive benefits and development programs designed to help you thrive professionally and personally.
We Offer:
Health Benefits: Medical, Dental, Vision, HSA/FSA Options
Wellness Benefits: Access to HINGE Health, Employee Assistance Program and more
Financial Security: 401(k) with company match, Company-paid Life Insurance and Long-term Disability, Short-term Disability
Paid Time Off (PTO) & Holidays
Education Support: Tuition Assistance and Scholarships for Dependents
Employee Referral Bonus Program
Employee Purchase Discounts
Professional Opportunities: Ongoing training, internal growth, and leadership development
Inclusive Culture: Team-driven environment that values innovation and integrity
Ready to Join Our Team?
Take the next step in your career and bring your skills to a company where they'll make a real difference. Apply today!
Join us for an exciting career journey with positive, driven individuals.
Auto-ApplyOEM Manager
Customer success manager job in Reading, PA
OEM Account Manager - Reading, PA
The role of the OEM ACCOUNT MANAGER (OAM) is to lead sales growth of Brentwood's engineered systems and equipment, services, components, and aftermarket parts, by managing the relationship with identified OEMs (Original Equipment Manufacturers). The OAM, with support from Product Management, New Product Development, Applications Engineering and Commercial Operations teams, develops project opportunities with current and new OEM customers to promote awareness of Brentwood's capabilities and work with OEMs to have Brentwood products specified and installed in OEM equipment and service solutions. During the annual planning process, the OAM works with the Director of Sales to set and achieve sales targets for their named OEM customer account list, as well as coordinate with Marketing to determine Trade Show participation. The OAM is expected to communicate and coordinate in a timely and effective manner with all functional areas to develop and execute sales and marketing strategies, and support all aspects of the business, providing enthusiastic leadership and cooperation. The OAM may be expected to perform other duties as required or assigned by the business.
Essential Responsibilities:
Prepare strategic and tactical plans to grow sales and improve margins for OEM customers.
Support sales network with timely communication in writing, meetings and presentations, providing technical and commercial information and providing timely responses to questions and clarifications, in coordination with staff and management.
Actively promote and market all Product Lines to OEMs to increase awareness of the Brentwood name and company capabilities.
Provide quotes and pricing to named accounts in coordination with Product Management, Applications Engineering, and Customer Operations.
Facilitate final preparation of bid proposals, providing competitive intelligence and bid strategy to win at high margin. Coordinate with Sales Representatives, Distributors, Sales, Engineering and Legal teams to negotiate with customers and contractors to obtain acceptable purchase orders in accordance with bid proposal, and to meet Customer requirements; provide feedback, and successfully close and execute contracts.
Assist Customer Service with Aftermarket and direct sales pricing and strategy.
Manage and maintain current Customer Resources Management (CRM) database of all accounts, contacts, projects, bid dates, sales activities and sales forecast.
Plan business travel and schedule all field activities in advance, preparing trip and expense reports.
Work with Marketing, Product Management, Applications Engineering and Commercial Operations to prepare and update presentation materials.
Participate in internal sales meetings. Provide updates on sales activity and projects in the Region.
Maintain current and report, periodically and on demand, sales performance vs. targets and real-time forecast/projections for region and sales representative territories.
Maintain knowledge of marketplace, competitive analysis and trends affecting industry.
Attend regional and national trade shows, assist with set-up and tear down as required, follow up on all leads obtained at shows and plan trade show support needs in advance with Marketing.
Assist with project pre and post-sales activity, execution, and any field requirements including, but not limited to: inspection, training, system evaluation and product troubleshooting when necessary; provide feedback from the field to the organization.
Assist Accounts Receivable Department in obtaining payments when requested.
Work with Director of Sales on independent projects as assigned.
Essential Skills:
Bachelor's degree (B. S.) from a four-year college or university - Science or Engineering disciplines preferred; 5+ years related experience and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret plan, specifications, common scientific and technical journals, financial reports, and legal documents. Ability to address and respond to inquiries and problems with customers, governmental entities, or members of the business community.
Ability to write, effectively prepare and present information to customers, engineers, contractors, and management.
Ability to prepare and use spreadsheets, calculate amounts, interest, commissions, proportions, percentages, discounts etc. and to prepare appropriate budgets.
Ability to understand customer needs, define problems, collect data, establish facts, draw valid conclusions and present solutions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Must live within Eastern or Central time zone.
Must be able and willing to travel in the USA and Canada. Occasional international travel may be required.
Brentwood offers professional growth potential, a pleasant work environment, and an excellent wage and benefits package including 401k w/employer match. Brentwood Industries, Inc., provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
At Brentwood, we have a passion for both our products and our people. Our goal as an employer is to help you excel as an individual and as part of a team by providing you with satisfying, motivating, and stimulating work experience. The varied nature of the environment at Brentwood allows you to work alongside industry professionals on a wide range of projects, contributing your knowledge and strengths to develop innovative, market-driven solutions.
Auto-ApplySupervisor/Manager Part-Time-Berkshire
Customer success manager job in Wyomissing, PA
Part-Time Manager Opportunity Join the team. Drive Sales. Be the Most You! At Claire's, we're all about self-expression, creativity, and bringing the latest trends to life for our customers. If you thrive in a fast-paced retail environment, love engaging with customers, and have a passion for driving sales, this is the perfect opportunity for you!
Responsibilities
* Own the Sales Game: Crush sales goals by delivering next-level customer experiences, upselling must-have accessories, and hyping up promos to drive revenue.
* Piercing Excellence: Join the ranks of our piercing experts through comprehensive training. Become a trusted guide for customers - conducting piercings, educating on aftercare, maintaining a sterile environment, addressing questions and concerns throughout the process.
* Keep It Fresh: Maintain an Insta-worthy store with perfect displays, organized inventory, and easy-to-shop layouts that make browsing fun and effortless.
* Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
* Brand Representation: Showcase Claire's products and services. Stay plugged into the latest fashion and social media trends to help customers find their perfect style. Use your knowledge to suggest products and boost sales.
* Store Operations: Keep the heartbeat of our store strong by overseeing operations with efficiency and flair. From managing inventory and handling cash transactions to visual merchandising and coordinating promotional activities. You ensure that every aspect of store operations reflects the fun and joy that defines Claire's.
* Create Shareable Moments: Encourage customers to show off their new accessories and piercings on social media, turning their Claire's haul into the next viral moment.
About You
* Sales-Obsessed Energy: You love the thrill of making a sale, hitting goals, and turning browsers into buyers.
* Social & Digital Savvy: You know what's trending, what's viral, and how to translate that into an amazing customer experience.
* Customer-First Mentality: You get people, and you love making them feel confident and empowered.
* Retail & Leadership Skills: At least one year of retail experience, ideally with some leadership or sales-driving responsibility.
* Ready to Hustle: You're organized, self-motivated, and always looking for ways to level up.
Job Requirements
* You can conduct piercings and demonstrate patience and empathy, particularly with young or anxious customers.
* You are proficient in operating a POS system to facilitate transactions and manage sales efficiently, contributing to smooth store operations.
* You have completed some high school and have at least one year of retail management experience.
* You can stand during scheduled shifts and maneuver 11-35kg (25-75lbs).
* You can bend, stoop, extended reaching, and climb ladders or step stools while placing merchandise throughout the store and assisting customers.
* You are passionate about providing our customers with opportunities to express themselves freely every day.
* You are energized by interacting with customers and stive to provide excellent service throughout their visit.
* You are inspired by our values of teamwork, compassion, integrity, customer delight, diversity, and self-expression.
* You have strong verbal and written communication skills to effectively interact with customers, employees, and management.
* You possess a strong grasp of mathematics, essential for tasks such as inventory management, sales analysis, and cash handling.
* You are a driven team player with a positive attitude and willingness to learn.
* You're self-motivated and organized, as some of our stores may require you to work alone at times.
* You show a passion for fashion and stay up to date with the latest trends, which can contribute to enhancing the customer experience and driving sales.
* You can create a curated fashion look with product during your shift.
Perks and Benefits
* Epic Employee Discount: Score the latest accessories at an amazing discount!
* Career Glow-Up: Real opportunities for promotions and career growth.
* Fun, Fast-Paced Vibes: Work in an upbeat, inclusive, and supportive environment where your personality shines.
Candidate Journey
Upon submitting your application, you can expect an update within 5 days. If the hiring manager wants to proceed with your application, the process will involve a face-to-face interview in one of our stores. This will provide you with the opportunity to showcase your passion for customer service, teamwork, and self-expression, while also giving us a chance to get to know you better.
Compensation Range: $9.50 - $11.00
Claire's is committed to adhering to all applicable company policies and federal, state, and local laws and regulations. All positions will be compensated at or above the legally mandated minimum wage for the location in which work is performed. The final compensation will be determined by various factors such as relevant work experience, education, certifications, skills, and geographic location.
Benefits for full-time employees included medical, dental, and vision insurance, voluntary welfare plans, bonus plan eligibility, 401(k) match, vacation time, sick time* and paid leave.
Benefits for part-time employees included voluntary welfare plans, 401(k) match, vacation time, sick time* and paid leave in required states.
* Sick Time: For the State of Washington, all employees will accrue paid sick time at the rate of 1 hour for every 30 hours worked.
Claire's is an equal opportunity employer committed to diversity, equity, and inclusion and we encourage applications from members of all underrepresented groups, including those with disabilities. We will accommodate applicants' needs, upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require.
Information received relating to accommodation will be addressed confidentially. To request accommodation, please email ********************. Only messages sent for this purpose will be considered.
Auto-Apply