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Customer success manager jobs in Rochester, NY

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  • Customer Success Manager

    Calero

    Customer success manager job in Rochester, NY

    Job Description The Customer Success Manager (CSM) is a strategic, revenue-driving role responsible for the overall health, adoption, and expansion of a portfolio of Calero customers. You will partner closely with enterprise and mid-market clients to ensure they realize measurable value from our TEM, Mobile, and SaaS Expense Management solutions - driving higher adoption, multi-tower expansion, renewal success, and customer advocacy. This is not a support role. This is a commercial, strategic, customer-outcome role with direct impact on Calero's expansion of revenue. Key Responsibilities Customer Retention & Revenue Growth Own renewals and lead commercial strategy across assigned accounts to drive best-in-class retention Identify, qualify, and drive expansion opportunities across Calero's product portfolio Deliver Net Revenue Retention (NRR) >100% across your book of business. Customer Success & Value Realization Develop customized Success Plans linked to customer's strategic business objectives. Conduct regular Strategic Business Reviews (SBRs) Customer Advocacy Cultivate executive-level relationships (CIO, CFO, IT Finance, Procurement, Vendor Management, Mobility leaders). Build advocates who participate in case studies, references, advisory councils, and peer-to-peer programs. Serve as the internal voice of the customer to Product, Engineering, Support, and Operations. Risk Identification & Issue Mitigation Identify "red flags” and proactively work with Operations on recovery plans. Partner with Operations to ensure SLAs, accuracy, and quality are consistently achieved. Operational Excellence Maintain CRM/CSM updates in Salesforce, and internal reporting structures. Provide accurate forecasts for renewals and expansion pipeline. Contribute to Customer Success playbooks, adoption programs, and scalable best practices. Key Performance Indicators (KPIs) Net Revenue Retention (NRR) Renewal execution & on-time renewals Expansion revenue contribution Customer Advocacy (case studies, references) Qualifications Bachelor's Degree or equivalent preferred 3-7+ years in Customer Success, Account Management, or Growth roles in B2B SaaS, IT management, or managed services. Industry experience in Telecom Expense Management, Mobility, SaaS Management, Cloud FinOps, ITFM, Procurement, or related enterprise disciplines. Strong understanding of enterprise environments including telecom lifecycle management, mobile fleets, carrier billing, SaaS licensing, cloud optimization, or finance/IT operations. Demonstrated ability to drive renewals, reduce churn, and grow existing accounts. Strong executive presence and ability to lead strategic conversations with IT, Finance, and Procurement leaders. Analytical mindset with experience leveraging dashboards, consumption data, optimization reports, and KPIs to influence customer decision-making. Experience with global enterprises, regulated industries, or Fortune 1000 environments Experience navigating complex, matrixed customer environments with multiple stakeholders Calero is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. The On Target Earnings (OTE) $150,000 (50/50 Base to commission split). It is important to Calero that potential candidates for this position understand that compensation depends on numerous factors including the geographic location where the role will be performed, skills required, experience, complexity, travel, and market rate. Calero aims to reward performance and attract top talent with competitive, fair pay and benefits. Please note that the top of the salary range represents exceptional, and/or senior-level positions, that meet all required qualifications. Actual offers take candidate's knowledge, skills, abilities, and experience into account. Base Pay is just one component of the total compensation package for employees. Other rewards vary by position and location.
    $150k yearly 30d ago
  • Lead CIC Customer Support Manager - Technical Support

    GE Vernova

    Customer success manager job in Rochester, NY

    SummaryWe are seeking an experienced and customer-focused Technical Support Manager (CIC) to lead and develop the North America Level 2 Technical Support team within GE Vernova's Grid Automation business. This leadership role oversees both Wireless and Optical technical support functions, ensuring exceptional post-sales service delivery across a growing portfolio of industrial networking, wireless, and fibre-optic communication systems used in mission-critical utility and infrastructure applications. The successful candidate will build a cohesive team culture that blends technical depth with customer empathy, drive operational performance, and partner cross-functionally with Product Management, Quality, Engineering, and Regional Sales teams to improve responsiveness, reliability, and customer satisfaction.Job Description Key Responsibilities Leadership & Team Development Lead and develop the CIC L2 Technical Support team (Wireless and Optical), fostering collaboration between the Rochester, Burnaby and Markham sites. Coach, mentor, and grow technical specialists to enhance product knowledge, troubleshooting discipline, and professional communication. Establish team goals aligned with regional and global service objectives, promoting ownership and accountability. Conduct regular 1:1s, performance reviews, and knowledge-sharing sessions to sustain engagement and capability growth. Operational & Technical Excellence Oversee day-to-day case operations, ensuring SLA adherence, consistent quality, and proactive issue resolution. Drive best-in-class case management practices, leveraging Salesforce (SFDC), Phone System/Voice analytics, and dashboard metrics. Coordinate escalations with L3/L4 Engineering and Product Line teams to ensure thorough root-cause analysis and corrective actions. Champion continuous improvement in tools, processes, and documentation, including knowledge base content and training assets. Guide lab replication and validation activities to accelerate resolution of complex field issues. Cross-Functional Collaboration Serve as the primary interface between Technical Support, Product Line, and Engineering teams to surface field trends and systemic issues. Collaborate with Product Management to influence new product introduction (NPI) readiness, technical documentation, and support enablement. Partner with Quality and Commercial Operations to track and communicate customer experience metrics (CEI, CSAT, NPS). Contribute to strategic initiatives improving case prioritization, workflow automation (GridBot, Salesforce integration), and regional standardization. Customer Engagement & Escalations Act as a senior escalation point for key customer cases in both Wireless and Optical domains. Review and present case summaries, performance metrics, and root-cause findings to internal and external stakeholders. Ensure timely and transparent communication to customers during critical or high-impact incidents. Promote a strong Voice-of-Customer (VOC) culture, driving systemic changes based on feedback from utilities, partners, and OEM clients. Required Qualifications Bachelor's Degree in Electrical Engineering, Computer Engineering, or related technical discipline. Minimum 5 years of experience in communications systems, networking, or substation automation, including technical support or field operations. Proven leadership or supervisory experience within a technical or customer-facing support environment. Strong understanding of wireless and optical communications technologies, including IP networking, LTE/5G, SONET/SDH, MPLS-TP, or Ethernet. Experience managing distributed teams across multiple sites and remote resources or product lines. Demonstrate ability to drive process improvement and deliver measurable performance outcomes. Excellent interpersonal, communication, and organizational skills, with the ability to influence across functions and geographies. Desired Characteristics Familiarity with GE Lentronics and GE MDS (or comparable industrial networking and communications systems). Working knowledge of Salesforce CRM and customer analytics/reporting tools. Certifications such as CCNA, CCNP, or PMP are an asset. Strong analytical mindset with the ability to balance technical problem-solving and customer satisfaction. Adaptable to changing priorities and comfortable leading through ambiguity. Passion for coaching and building high-performing, customer-centric technical teams. Travel Requirement Ability and willingness to travel up to 25% for customer meetings, training, and internal collaboration between Rochester and Markham locations. Additional Information GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No For candidates applying to a U.S. based position, the pay range for this position is between $78,800.00 and $131,200.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.Bonus eligibility: discretionary annual bonus.This posting is expected to remain open for at least seven days after it was posted on November 20, 2025.Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.GE Vernova Inc. or its affiliates (collectively or individually, “GE Vernova”) sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
    $78.8k-131.2k yearly Auto-Apply 25d ago
  • Manager Client Services Ops - Growth

    Paylocity 4.3company rating

    Customer success manager job in Rochester, NY

    Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers. Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective. Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. This role will support of our Growth client segment. Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Develop strategies and initiatives to enhance and maintain client satisfaction and retention. * Lead and manage a team of Executive Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk. * Facilitate continuous learning opportunities to expand the knowledge base of your staff. * Offer proactive development opportunities aligned with corporate goals and values. * Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization's values. * Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment. * Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one. * Generate creative solutions and innovative ideas to increase employee engagement and retention. * Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation. * Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances. * This job requires up to 25% travel for internal and/or client-facing meetings * This role is an onsite position Education and Experience * High School Diploma or equivalent required; Bachelor's degree preferred * 2+ years of previous leadership experience in a customer service/customer relationship role * Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs) * Experience with leading other leaders preferred * Previous experience in HCM/Direct Payroll Industry * Experience working with payroll, HCM, or HRIS software * Excellent knowledge of MS Office, including MS Excel * Strong interpersonal skills Physical Responsibilities: * Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. * Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. This role can be performed from any office in the US. The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via **************************
    $74k-115k yearly 18d ago
  • US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

    EY 4.7company rating

    Customer success manager job in Rochester, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. **FSO Seasonal Tax - Private Tax- Manager - Remote** **The opportunity** EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. Private Tax is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. **Your key responsibilities** + A strategic eye toward prioritizing when working on multiple complex projects + Influencing skills, and the confidence and curiosity to question existing processes + The ability to produce technical writing and research in a tax context + Experience performing high quality review of complex tax returns + Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance + Experience with federal and state personal and trust income tax + A thorough understanding of estate and wealth planning + Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables + Comfort with working remotely in a virtual team environment **To qualify for the role, you must have ** + Valid US Certified Public Accountant (CPA) license or active state bar membership + A bachelor's degree in accounting, finance, business, or a related discipline + A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps + Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail **Skills and attributes for success** **Ideally, you'll also have** + A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm **What we look for** We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. **What we offer you** At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more . + The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. **Are you ready to shape your future with confidence? Apply today.** EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. **EY | Building a better working world** EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ************************** .
    $90-120 hourly 25d ago
  • Client Insights Manager (Hybrid: Rochester, NY)

    Circana

    Customer success manager job in Rochester, NY

    Senior Manager (II) Client Sales & Insights - Wegmans Let's be unstoppable together! At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We're a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified by Great Place To Work. This prestigious award is based entirely on what current employees say about their experience working at Circana. Learn more at **************** Location: This is a hybrid position located in Rochester, NY. You will be expected to work onsite 2-3 days a week in our Rochester, NY office. Global Retail The Global Retail function at Circana is focused on providing retailers with enhanced capabilities and strategic growth solutions, leveraging industry-leading data, analytics, and technology to improve business outcomes. By utilizing Circana's Liquid Data platform, which allows for unprecedented flexibility and integration of unique assets, the Global Retail team provides retailers with actionable insights that drive measurable business outcomes. The Global Retail team works closely with the Retailer Manufacturer Collaboration (RMC) team to bring retailer data into a single platform that can be accessed by a retailer and its suppliers, putting the same data and insights on the desks of all parties to drive highly effective collaboration and growth. What will you be doing? As a Senior Manager supporting Circana's Wegmans account, you will guide the retailer in understanding their market performance, competitive landscape, and customer behavior using Circana's tools and insights. You'll coach clients on leveraging the Unify+ platform for customer-centric strategies, deliver thought leadership through data-driven storytelling, and oversee the strategic implementation of Circana solutions, and you will identify and suggest approaches for collaborative opportunities between Wegmans and its suppliers. Success in this role requires strong project management, communication, and analytical skills, along with a proactive, adaptable mindset suited to a dynamic team environment. Job Responsibilities * Master the Unify+ platform and Wegmans data models to deliver impactful insights using POS, Customer Loyalty, eCommerce, and ShopperSights data. * Drive client decision-making through fact-based storytelling and strategic consulting, balancing both manufacturer and retailer perspectives. * Enhance client engagement and data value by delivering high-quality solutions, training sessions, case studies and tracking usage to measure success. * Lead thought leadership initiatives including content creation, share group facilitation, and innovative problem-solving approaches. * Build strong cross-functional relationships within Circana and with key client stakeholders to support revenue growth and data partnerships. Requirements * Bachelor's degree required, advanced degree preferred * Extensive retail and CPG experience with 7+ years in Grocery, Mass, Drug, or Club channels, and strong domain knowledge across Food, Drug, and Mass. * Advanced analytical expertise in syndicated data, eCommerce, and category management, with proven ability to translate insights into business impact. * Strong consultative and project management skills, including creative problem-solving and process optimization. * Exceptional communication and relationship-building abilities, both internally and externally, with a collaborative mindset. * Proficient in Microsoft Office tools, especially PowerPoint, Excel, and Word; prior experience with Circana's Unify platform is a plus. Circana Behaviors As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role: * Stay Curious: Being hungry to learn and grow, always asking the big questions. * Seek Clarity: Embracing complexity to create clarity and inspire action. * Own the Outcome: Being accountable for decisions and taking ownership of our choices. * Center on the Client: Relentlessly adding value for our customers. * Be a Challenger: Never complacent, always striving for continuous improvement. * Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. * Commit to each other: Contributing to making Circana a great place to work for everyone. Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission. The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An employee's position within the salary range will be based on several factors including, but not 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. The salary range for this role is $95K to 102K. This job is also eligible for bonus pay. We offer a comprehensive package of benefits including [paid time off, medical/dental/vision insurance and 401(k)] to eligible employees. You can apply for this role through methods such as our Careers website link and/or Intranet site for internal candidates. This role is subject to AI-assisted screening. Circana uses artificial intelligence (AI) to assess resumes for alignment with job requirements by helping locate details in resumes that relate to the job description. The anticipated application deadline for this position is December 16, 2025. #LI-GC1
    $95k-102k yearly 19d ago
  • Customer Account Manager

    Advance Stores Company

    Customer success manager job in Rochester, NY

    What is a Customer Account Manager (CAM)? At Advance Auto Parts, a Customer Account Manager (CAM) sells or oversees the selling of automotive products for repair or distribution to automotive repair shops and other commercial businesses. The CAM must be committed to inspiring our team, helping our customers succeed, and growing the business and profitability with integrity. Key Duties and Responsibilities Work with District Leaders, General Managers and other key personnel to achieve all agreed upon goals for assigned accounts Implement new Commercial Sales programs, as well as support current programs Visit assigned accounts, making sales calls and developing approaches that best position products, services, or ideas; identify and meet the needs of commercial customers. Maintain database of account sales call activity, etc. Proactively communicate with Store Team on a regular basis to ensure that customer expectations concerning product availability, accuracy, and delivery timelines are realistic and being met Provide feedback and input to business partners regarding competitive information, merchandising suggestions, and other services to strengthen the market position of the company Partner in the development and retention of Commercial Parts Pros to support the Advance plan for internal growth and career opportunities Demonstrate an eagerness to be a team player and assist in other functions as assigned by Region and Area leaders and as needed, including, but not limited to: cleaning, organizing, stocking, operating POS equipment, truck loading/unloading, etc. Essential Job Skills Necessary for Success as a CAM Working knowledge of Advance products and services and the ability to market those products and services to meet customer need Working knowledge of the APAL system, including Inventory Management and processing of Commercial account paperwork Working knowledge of automotive systems and traditional automotive aftermarket Speak and write English (Spanish a plus); communicate effectively and build strong relationships with customers, peers and upper management Strong presentation and verbal and written communications skills, including ability to write reports, business correspondence and procedural manuals Use Microsoft software effectively (Word, Excel required - PowerPoint preferred) Calculate figures and amounts such as discounts, percentages, sales increases, and gross profit percent Ability to review and analyze business reports, such as profit and loss statement (P&L) Think strategically, analyze issues and options, and effectively manage and facilitate change Ability to work an assortment of days, evenings, and weekends as needed Ability to travel overnight occasionally Prior Experiences that Set a CAM up for Success Proven sales track record with 3-5 years related selling experience. Education High School diploma or general education degree (GED) Associate's degree or equivalent from a two-year college or technical school preferred Certificates, Licenses, Registrations Must have a valid driver's license and be fleet safety certified. ASE certification preferred, but not required Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The Team Member must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is occasionally exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; toxic or caustic chemicals; outside weather conditions; extreme cold; extreme heat; risk of electrical shock; explosives; and vibration. The noise level in the work environment is usually moderate. Position is eligible for sales commission based on individual or store performance. Compensation Range The good faith estimate for this role is between 63,300.00 USD and 79,100.00 USD salary for a new team member. The rate offered depends on a number of factors, including geographic location, experience in retail, automotive knowledge, education, leadership roles, and other skillsets ideal for this position and shift differential (if applicable). Benefits: Advance Auto Parts offers a comprehensive health and wellness benefits program to improve the way of life for our Team Members and those who mean the most to them: their families. Find out more by visiting: ************************************************ California Residents click below for Privacy Notice: ***************************************************
    $47k-80k yearly est. Auto-Apply 8d ago
  • Customer Success Manager

    Coverall 3.9company rating

    Customer success manager job in Pittsford, NY

    Please note; this role is based in Pittsford! About the Role: We're looking for a Customer Success Manager who thrives on building relationships, solving problems, and empowering others. In this role, you'll act as the main point of contact for existing customers, ensuring they receive top-tier service and support. You'll also work closely with our local franchisees, providing hands-on training and mentorship to help them succeed in their day-to-day operations. This is a great opportunity for someone who loves to be out in the field, is proactive, and enjoys a mix of customer engagement, service, and operational support. What You'll Do: Serve as the primary liaison for a portfolio of existing customers, maintaining ongoing communication and managing service satisfaction Conduct new customer onboarding, ensuring a smooth and positive setup process Deliver field-based and classroom training to both new and existing franchisees on operational procedures, service standards, and client management Provide quotes and proposals for additional services, helping customers maximize the value of their partnership Document all customer and franchisee interactions in CRM or internal systems Address service-related inquiries and resolve any client issues with professionalism and urgency Occasionally assist with loading or preparing equipment for franchisees (light-duty, hands-on support) What We're Looking For: Prior customer service, client-facing, or account management experience (2+ years preferred) Strong communication and interpersonal skills Ability to train, coach, and motivate others - both one-on-one and in group settings Organized, dependable, and able to manage multiple tasks simultaneously Comfortable with light physical tasks and occasional fieldwork Proficiency in Microsoft Office; CRM experience a plus Valid driver's license and ability to travel locally (fuel allowance provided) Perks & Benefits: $50,000 base salary Fuel and cell phone allowance Annual commission opportunities ($3,000-$5,000) Performance-based raise program Full benefits package: medical, dental, vision 401(k) with company match Paid training and ongoing professional development Company-sponsored annual tropical trip for top performers Supportive, inclusive team culture About Coverall: Come work for an international leader in the $89+ billion-dollar janitorial service industry. A leading Franchisor in Commercial Cleaning Services for over 35 years, Coverall continues to be named a top Entrepreneur Franchise 500 company. Every customer is paired with a Coverall Franchisee, so you can feel good about connecting businesses in your community! As one of the largest janitorial service companies in the country, Coverall experiences exceptional growth year over year, and we'd love to speak with you about joining our team!
    $50k yearly 60d+ ago
  • Security Client Manager

    Security Director In San Diego, California

    Customer success manager job in Rochester, NY

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. Starting Salary $66,950.00 per year RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1451718
    $67k yearly Auto-Apply 44d ago
  • Manager, Client Services | SIU

    Sedgwick 4.4company rating

    Customer success manager job in Rochester, NY

    By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve. Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies Certified as a Great Place to Work Fortune Best Workplaces in Financial Services & Insurance Manager, Client Services | SIU **PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention. **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Performs client renewal and Client Service Instruction preparation for assigned clients. + Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports. + Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients. + Educates the client on loss data - drivers of cost impacting assigned programs. + Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction. + Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities. + Coordinates client contracts. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other duties as assigned. + Supports the organization's quality program(s). + Travel as required. **SUPERVISORY RESPONSIBILITIES** + Administers company personnel policies in all areas and follows company staffing standards and training recommendations. + Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions. + Provides support, guidance, leadership and motivation to promote maximum performance. **QUALIFICATIONS** **Education & Licensing** Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required. **Experience** Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity. **Skills & Knowledge** + Strong understanding in one of the following areas: workers compensation, liability and disability claims management + Strong understanding of client location coding parameters, banking methodology, and claims operating systems + Excellent oral and written communication, including presentation skills + PC literate, including Microsoft Office products + Analytical and interpretive skills + Strong organizational skills + Excellent interpersonal skills + Excellent negotiation and facilitation skills + Ability to work in a team environment + Ability to handle conflict and confront challenging issues in a fast work environment + Ability to meet or exceed Performance Competencies **WORK ENVIRONMENT** When applicable and appropriate, consideration will be given to reasonable accommodations. **Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines **Physical:** Computer keyboarding, travel as required **Auditory/Visual:** Hearing, vision and talking As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is **$90,000 to $100,000** . A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits. **Always accepting applications.** The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time. Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace. **If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.** **Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
    $90k-100k yearly 52d ago
  • Strategic Account Manager - Healthcare

    Ronco 3.7company rating

    Customer success manager job in Rochester, NY

    Ronco is seeking a talented Strategic Account Manager - Healthcare for our Syracuse 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. Ready to take the next step in your career? Apply today! The expected salary for this position ranges from $58,000.00 to $88,000.00 base pay per year plus significant commission opportunity available. 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.
    $58k-88k yearly 60d+ ago
  • Tax Services Manager - Financial Services Organization - Private Client Services, EDGE

    FP&A 4.3company rating

    Customer success manager job in Akron, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team! Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace. The opportunity EY's FSO EDGE Private practice provides comprehensive and specialized tax assistance tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multi-billion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen. In this role, you will work alongside our professionals who are knowledgeable and experienced with varied and specialized facets of high-net worth taxation. Your key responsibilities A Services Manager in FSO EDGE Private will be responsible for delivering and managing tax compliance and consulting work for clients. This will include managing various responsibilities, from technical planning and advising of clients that include private entities (including C-Corp, S-Corp and Partnerships) as well as high-profile individuals/families. That will make you a trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing, you'll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value. Responsibilities include Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables Ability to lead projects and work independently, with guidance in only the most complex situations Incumbent has specialized depth and/or breadth of expertise Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting Support effective long-term relationships and manage workflow effectively with our clients Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors. Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations Provide effective leadership, formal and informal feedback, and coaching to team members Skills and attributes for success Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed Experience presenting in client conversations regarding complex or difficult topics Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations Ability to manage multiple work assignments, team members and deadlines simultaneously To qualify for the role you must have Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry Broad exposure to federal income taxation and exposure to state and local tax Proficient in the use of various tax and accounting technologies Excellent teaming, leadership, organizational, and verbal/written communication skills Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney What we look for We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $102,100 to $187,000. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $122,600 to $212,800. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
    $122.6k-212.8k yearly 60d+ ago
  • Strategic Account Manager - East

    KION Group 4.2company rating

    Customer success manager job in Henrietta, NY

    Dematic is seeking an experienced, Expert level account manager to grow our Regional Business; targeting large, complex opportunities that require integrated solutions with multiple technologies and a high software content. The successful candidate must be able to work alongside customers to formulate insight-driven, end-to-end supply chain solutions that improve customer operations, enhance productivity, protect profit and reduce risk. The candidate should be self-driven and highly collaborative, adept at negotiating complex enterprise agreements, fostering and establishing relationships with senior supply chain executives, and highly effective at understanding and solving customer business challenges by leveraging our industry-leading solutions. The base pay range for this role is estimated to be $115,000 - $160,000 at the time of posting. This does not include commission earned. Final compensation will be determined by various factors such as work location, education, experience, knowledge, and skills. Candidates should be based near a major airport within the Eastern, USA region. We offer: * Career Development * Competitive Compensation and Benefits * Pay Transparency * Global Opportunities Learn More Here: ********************************************************* Dematic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Tasks and Qualifications: This is What You Will do in This Role: * Thorough knowledge of at least one key vertical market, with the ability to drive business development and marketing efforts to build targeted pipeline. * Develop and implement Strategic Account Penetration plans for targeted accounts. * Qualify new opportunities by leveraging market, account and solution expertise to determine appropriate utilization of resources. * Work in conjunction with other Dematic functions to provide the best solution to the customer (Solution Development, Project Management, Engineering, Finance, etc.) * Develop a complete understanding of the customers' organizational structure and key buying influences. * Perform customer presentations, articulating the value proposition of product/solution/service offerings and highly complex ROI. * Confidently drive a team of internal experts to negotiate and close a complex sale with executive level individuals. * Manage high revenue-based opportunities to meet revenue and margin growth strategies. * Provide management with recommendations for improving volume, market share and price levels What We are Looking For: * BS/BA in related discipline or advanced degree. A degree in Engineering is a plus. * Typically, 12+ years of successful experience in complex, highly technical solution to distribution or logistics companies * Previous consultative selling experience preferred. Must be able to negotiate complex deals at the C-Suite level, including experience with executive level engagements and communication. * Vertical Market and Automated Solution expertise. * Experience with Supply Chain Execution software preferred. * Experience selling multi-million-dollar projects ($20+ million in size) * Able to multi-task and work in a high-growth, fast-paced and deadline driven environment successfully. * Willingness for business travel, up to 50% * Proficiency in Salesforce preferred. * Training in strategic selling methodology (Miller Heiman) preferred. * Models our Values of Integrity, Collaboration, Courage, and Excellence. #LI-RW1
    $115k-160k yearly Auto-Apply 3d ago
  • Personal Lines Client Manager

    World Insurance Associates, LLC 4.0company rating

    Customer success manager job in Webster, NY

    Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000- $56,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR Yvd3gezDIj
    $55k-56k yearly 5d ago
  • Client Service Manager

    Wealth Enhancement Group 3.8company rating

    Customer success manager job in Pittsford, NY

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit ************************** Our Pittsford, NY office has an excellent opportunity for a Client Service Manager. This individual will be focused on onboarding and servicing our high-net-worth clients. We are looking for someone with a high level of professionalism and knowledge to enhance our relationships with our clients who have complex service and investment needs. This is a collaborative, team-oriented environment offering career advancement opportunities. In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $80,000.00 exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions New Client Onboarding Ensures accurate completion of prospect/new client paperwork/set up Follow up on funds transfer from surrendering company Maintains (CRM-Salesforce) database Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors Record incoming assets to the appropriate blotting tool Client Relationship Management Dialogues with client to understand their personal history and current financial needs Prepares account transactions, trades, deposits, withdrawals, RMDs, etc. Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, includes death claim processing May work with client's tax or legal counsel on client concerns Gather client data and may prepare the materials for client meetings and reviews Conducts Tax Research (1099s) Completes any review follow up needs for client Industry/Company Knowledge Demonstrates knowledge and can accurately execute against WEG's Suitability Guidelines, operational processes and sales model Understands financial terminology and products Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices Attends Client Services and company educational events Team and Corporate Support Assists Advisor Team Operations to streamline processes Completes operational projects to support enhancements and changes Communicates process and sales updates to team Education/Qualifications 4-year college degree preferred 3+ years of industry experience specifically in finance/banking Excellent oral and written communication skills Proficient with Salesforce, Power Point and Microsoft Office Organization skills and strong attention to detail with the ability to prioritize workflow and projects; able to work with deadlines and be flexible under pressure Demonstrated ability to build and maintain effective relationships with clients WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Lead level is $51,450.00 to $84,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. IND123 #LI-Onsite #LI-HB1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance - employer paid and voluntary options Short-term and long-term disability, workers compensation - employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************ Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
    $60k-80k yearly Auto-Apply 32d ago
  • Strategic Account Manager

    Rochester Precision Optics LLC 4.2company rating

    Customer success manager job in Henrietta, NY

    Title Strategic Account Manager Department Business Development Reports to Vice President, Business Development SEE YOUR CAREER THROUGH A NEW LENS WITH RPO! RPO is a global leader in precision optical components, assemblies, and electro-optical systems. RPO specializes in a full spectrum of products & services including - Design and Engineering, Visible and Infrared Components, Glass and Plastic Molded Aspheres, Thin Film Coating, Optical Assembly and Electro-Optical Systems Integration. As one of the fastest growing companies in Rochester, RPO offers exciting career paths to work on market-leading programs. Job Summary: Rochester Precision Optics (RPO) is seeking a results-driven, relationship-oriented Strategic Account Manager to accelerate sales growth across both defense and commercial markets. As a key member of our business development team, this individual will manage day-to-day customer service and transactional sales while also cultivating long-term partnerships by recognizing customer needs, uncovering growth potential within existing accounts, and coordinating internal teams to deliver lasting solutions. This role is also integral to the strategic growth of RPO's catalog business by aligning e-commerce, inside sales, and operations to expand customer reach, improve responsiveness, and strengthen RPO's overall market footprint. You Will: Act as the company representative for assigned customers, managing relationships, products, services, deliverables and communications. Develop strong, long-term client relationships and strategic account plans (targets, whitespace, product adoption, pricing strategy). Manage, resolve and communicate customer issues including delivery status, credit issues, reschedules, expedites, etc. Collaborate across the organization (Business Development, Inside Sales, Engineering, Program Management, Operations, Supply Chain) to execute quotes and respond swiftly to customer inquiries-ensuring the catalog-/standard-product workflow is efficient and accurate. Attend production and sales meetings, conference calls with customers and BD team to report status, opportunities and risks. Review and manage all incoming orders and acknowledgements for accuracy, specification, timing, and alignment with catalog SKUs. Take ownership of ERP system (Epicor) and CRM (HubSpot) data for the BD team-ensure data integrity, training, and reliable usage. Manage incoming customer inquiries from the website, trade shows and direct outreach; spearhead the initial vetting and distribution of new catalog opportunities into the CRM. Partner with e-commerce/marketing to optimize online conversion, promotions, landing pages and catalog user experience; drive cross-sell/upsell of standard product lines. Forecast monthly/quarterly revenue, units and margin for assigned accounts; maintain pipeline hygiene and apply price-to-win logic for volume / standard orders. Regularly conduct QBRs with strategic catalog accounts; track SLAs (lead time, on-time-delivery, RMA rate) and drive corrective actions internally. Map and influence customer product roadmaps (e.g., transition from legacy to next-gen standard optics) to lock in catalog wins and ensure product lifecycle management. You Have: Education & Experience Bachelor's degree in business, marketing, or related field preferred; 7+ years of relevant experience in lieu of degree considered. 5-7 years of proven B2B sales success in a high-impact role, ideally within manufacturing or optics. Minimum 3 years' experience in project management, sales support or customer service. Industry & Technical Knowledge: Familiarity with manufacturing environments and ability to communicate at a technical level; optics experience is strongly preferred. Advanced understanding of global account management principles and intermediate knowledge of business contract structure. Sales & Account Management Skills: Demonstrated ability to manage transactional sales while cultivating long-term strategic partnerships. Experience supporting business development efforts and driving growth within existing accounts. Proficient in strategic planning, data analysis, and KPI-driven performance management. Communication & Relationship Building Exceptional verbal and written communication skills for presenting, negotiating, and cross-functional collaboration. Proven ability to build trust-based relationships with demanding clients, partners, and internal teams. Organizational & Problem-Solving Abilities: Strong organizational skills with attention to detail and the ability to manage multiple priorities. Proactive, adaptable and creative approach to solving customer challenges and uncovering growth opportunities. Technology Proficiency: Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM Platforms (HubSpot) Experience working with ERP systems to manage client data, order processing, and cross-functional collaboration; Epicor preferred. Ability to learn quickly and understand complex product offerings and translate them into customer solutions. You Are: Results-Oriented: Motivated, hard-working and ready to level up. Curious: You never stop learning and have an insatiable desire to gain new skills and knowledge. Process Oriented: Well organized, demonstrating attention to detail. Analytical: Possess a “If there's a problem, I'll find a solution” attitude. Accountable: Demanding the highest quality from yourself and team members. Detail-Oriented: Have excellent time management and organizational skills. A Team Player: Reliable, collaborative, flexible with a positive ‘get things done' attitude. A U.S. Person: Compliant with ITAR, EAR and other laws and regulations as defined: “U.S. citizens, lawful permanent residents ("Green Card" holders), persons granted refugee status or asylum status in the United States, or temporary residents granted amnesty.” You Will Enjoy: Growth: The opportunity to learn and advance your career, internal training and advancement opportunities, Tuition Reimbursement Program. Wealth: Competitive compensation package linked to your experience and performance, a 401(k) with company match, company contributions to medical savings plans. Wellness: Health, Dental, Vision Insurance. Company provided Life Insurance and Disability Insurance. Balance: 11 paid holidays, generous paid vacation and sick time Culture: an energetic, value-driven team where you will experience the reward of meaningful work! Environment & Physical Demands: Please note: This is an in-office role based at our West Henrietta, NY headquarters. Remote work is not available for this position. Professional office environment with routine use of standard office equipment such as computers, phones, copiers, filing cabinets and fax machine; noise level typical of a standard office environment Prolonged sitting, computer and telephone use, as well as standing, filing, bending, reaching and lifting and carrying up to 25 pounds Exposure to manufacturing plant floor requiring the use of personal protective equipment (ear plugs, safety glasses, etc.) Occasional travel required for customer and program meetings/coordination. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Disclaimer: This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Rochester Precision Optics is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA/Minority/Female/Disability/Vet In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States, and to complete the required employment eligibility verification form upon hire.
    $84k-128k yearly est. 20d ago
  • US Seasonal Tax-Financial Services Organization- Private Client Services-Manager

    EY Studio+ Nederland

    Customer success manager job in Akron, NY

    At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. FSO Seasonal Tax - Private Tax- Manager - Remote The opportunity EY is currently seeking experienced seasonal tax professionals. You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, overtime eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams. Private Tax is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. Your key responsibilities A strategic eye toward prioritizing when working on multiple complex projects Influencing skills, and the confidence and curiosity to question existing processes The ability to produce technical writing and research in a tax context Experience performing high quality review of complex tax returns Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance Experience with federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables Comfort with working remotely in a virtual team environment To qualify for the role, you must have Valid US Certified Public Accountant (CPA) license or active state bar membership A bachelor's degree in accounting, finance, business, or a related discipline A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail Skills and attributes for success Ideally, you'll also have A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm What we look for We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
    $71k-109k yearly est. 22d ago
  • Customer Account Manager - T5124 Buffalo, NY

    Advance Auto Parts 4.2company rating

    Customer success manager job in Warsaw, NY

    What is a Customer Account Manager (CAM)? At Advance Auto Parts, a Customer Account Manager (CAM) sells or oversees the selling of automotive products for repair or distribution to automotive repair shops and other commercial businesses. The CAM must be committed to inspiring our team, helping our customers succeed, and growing the business and profitability with integrity. Key Duties and Responsibilities * Work with District Leaders, General Managers and other key personnel to achieve all agreed upon goals for assigned accounts * Implement new Commercial Sales programs, as well as support current programs * Visit assigned accounts, making sales calls and developing approaches that best position products, services, or ideas; identify and meet the needs of commercial customers. Maintain database of account sales call activity, etc. * Proactively communicate with Store Team on a regular basis to ensure that customer expectations concerning product availability, accuracy, and delivery timelines are realistic and being met * Provide feedback and input to business partners regarding competitive information, merchandising suggestions, and other services to strengthen the market position of the company * Partner in the development and retention of Commercial Parts Pros to support the Advance plan for internal growth and career opportunities * Demonstrate an eagerness to be a team player and assist in other functions as assigned by Region and Area leaders and as needed, including, but not limited to: cleaning, organizing, stocking, operating POS equipment, truck loading/unloading, etc. Essential Job Skills Necessary for Success as a CAM * Working knowledge of Advance products and services and the ability to market those products and services to meet customer need * Working knowledge of the APAL system, including Inventory Management and processing of Commercial account paperwork * Working knowledge of automotive systems and traditional automotive aftermarket * Speak and write English (Spanish a plus); communicate effectively and build strong relationships with customers, peers and upper management * Strong presentation and verbal and written communications skills, including ability to write reports, business correspondence and procedural manuals * Use Microsoft software effectively (Word, Excel required - PowerPoint preferred) * Calculate figures and amounts such as discounts, percentages, sales increases, and gross profit percent * Ability to review and analyze business reports, such as profit and loss statement (P&L) * Think strategically, analyze issues and options, and effectively manage and facilitate change * Ability to work an assortment of days, evenings, and weekends as needed * Ability to travel overnight occasionally Prior Experiences that Set a CAM up for Success * Proven sales track record with 3-5 years related selling experience. Education * High School diploma or general education degree (GED) * Associate's degree or equivalent from a two-year college or technical school preferred Certificates, Licenses, Registrations * Must have a valid driver's license and be fleet safety certified. * ASE certification preferred, but not required Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and talk or hear. The Team Member must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the Team Member is occasionally exposed to wet and/or humid conditions; moving mechanical parts; high, precarious places; toxic or caustic chemicals; outside weather conditions; extreme cold; extreme heat; risk of electrical shock; explosives; and vibration. The noise level in the work environment is usually moderate. Position is eligible for sales commission based on individual or store performance. Compensation Range The good faith estimate for this role is between 63,300.00 USD and 79,100.00 USD salary for a new team member. The rate offered depends on a number of factors, including geographic location, experience in retail, automotive knowledge, education, leadership roles, and other skillsets ideal for this position and shift differential (if applicable). Benefits: Advance Auto Parts offers a comprehensive health and wellness benefits program to improve the way of life for our Team Members and those who mean the most to them: their families. Find out more by visiting: ************************************************ California Residents click below for Privacy Notice: ***************************************************
    $39k-47k yearly est. 13d ago
  • Manager Client Services Ops - Growth

    Paylocity 4.3company rating

    Customer success manager job in Pittsford, NY

    Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview Client Services Manager Ops play a pivotal role in ensuring client satisfaction and retention. They develop strategies to effectively address issues, proactively service highly complex clients and lead a team comprising of leaders and various levels of Account Managers. Success in this role is driven by proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective. Client Service Manager Ops works with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business. This role will support of our Growth client segment. Responsibilities The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Develop strategies and initiatives to enhance and maintain client satisfaction and retention. Lead and manage a team of Executive Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk. Facilitate continuous learning opportunities to expand the knowledge base of your staff. Offer proactive development opportunities aligned with corporate goals and values. Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization's values. Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment. Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one. Generate creative solutions and innovative ideas to increase employee engagement and retention. Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation. Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances. This job requires up to 25% travel for internal and/or client-facing meetings This role is an onsite position Education and Experience High School Diploma or equivalent required; Bachelor's degree preferred 2+ years of previous leadership experience in a customer service/customer relationship role Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs) Experience with leading other leaders preferred Previous experience in HCM/Direct Payroll Industry Experience working with payroll, HCM, or HRIS software Excellent knowledge of MS Office, including MS Excel Strong interpersonal skills Physical Responsibilities: Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. This role can be performed from any office in the US. The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via ************************** Requirements:
    $74k-115k yearly 18d ago
  • Personal Lines Client Manager

    World Insurance Associates, LLC 4.0company rating

    Customer success manager job in Geneva, NY

    Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $50,000-$54,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-KS1 Powered by JazzHR lZ1y1OFhL7
    $50k-54k yearly 14d ago
  • Entry-Level Strategic Account Manager

    Ronco 3.7company rating

    Customer success manager job in Rochester, NY

    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. To reach this goal, we are pleased to announce that we are seeking an Entry Level Strategic Account Manager in your area! Are you a go-getter looking to get your foot in the door at a great company and receive practical, on-the-job training with the opportunity for advancement? Do you want a job that gives you a great work-life balance and capitalizes on your strengths? Do you want to work in an inclusive environment that values individuals for their uniqueness and celebrates diversity? Is job security important to you? If that sounds good, we may have what you are looking for! What You Will Be Doing: Successfully completing the entry level training program that involves, in person, virtual, and online courses and supervised/mentored sales calls. Learning to provide customers with product demonstrations onsite or virtually facilitated by the manufacturer. Performing mentored sales calls, project tasks, and associated documentation in a timely manner, under direction. Generating new customers within the assigned territory under supervision. Learning to provide service to customers and expand business within the existing customer base. Serving as a single point of contact for customer requests and requirements under supervision. Learning to write and submit timely, accurate, and professional bid proposals following established processes and procedures. Following up on sales leads in a timely manner following learned approaches. Acquiring sound knowledge and the ability to promote company products and services. Determining, organizing, and selecting a systems solution from the approved product portfolio based on the customer's needs under guided leadership. Tracings and providing accurate sales information through our ERP/CRM system as directed. Creating sales presentations following established practices. Negotiating pricing under the direction of leadership. Acquiring and maintaining required certifications. Requirements for Success: A bachelor's degree with an emphasis in business, marketing, engineering, or equivalent work experience. 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. Ability to successfully complete the entry level training program. Ability to demonstrate Ronco's Values. Maintain a clean driving record. No previous sales experience is required. What We Do and Who We Are: Ronco is a technology company providing critical communications technology, installation, and support to the federal government, healthcare organizations and primary education institutions. Please see our website at ronco.net - Our Solutions - Managed Services to learn more about what we do. Founded in 1965, we are a third-generation family-owned and operated organization headquartered in Buffalo, New York, with multiple locations operating along the East Coast. Our footprint includes a local commitment to customers in New York, Pennsylvania, North Carolina and South Carolina. Why Choose Us: In return for your commitment and valuable contributions to the Company, Ronco offers a friendly working atmosphere, competitive compensation, and benefits (Medical, Dental, Vision, HSA, FSA, Life Insurance, Disability, Accident Insurance, Critical Illness Insurance, Hospital Indemnity Insurance, a generous 401(k) match, 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. The expected salary for this position ranges from $45,000.00 to $60,000.00. Long Tenured: 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. And we do know how to let our hair down and have a serious bit of fun. Vendor Credentialing: 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. Drug Free Workplace: Ronco is a drug-free workplace. Employment is subject to passing a drug test. Equal Opportunity Employer: Ronco is an Equal Opportunity Employer.
    $45k-60k yearly 60d+ ago

Learn more about customer success manager jobs

How much does a customer success manager earn in Rochester, NY?

The average customer success manager in Rochester, NY earns between $58,000 and $137,000 annually. This compares to the national average customer success manager range of $61,000 to $142,000.

Average customer success manager salary in Rochester, NY

$89,000

What are the biggest employers of Customer Success Managers in Rochester, NY?

The biggest employers of Customer Success Managers in Rochester, NY are:
  1. Coverall
  2. Calero
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