Customer success manager jobs in West Allis, WI - 378 jobs

This company is a leader in innovative architectural and metal panel solutions, known for delivering high-quality products and exceptional customer service. Their team-driven culture fosters growth, collaboration, and a strong commitment to excellence across every project. They are looking for a District Sales Manager to add to their team. The ideal candidate is a focused team player who attains sales revenue to meet goals with gross margin targets, while developing and maintaining strategic long term customer relationships throughout the Midwest. Responsibilities: Maintain existing customer relationships and develop new customer relationships through face-to-face visits; customer service efforts; and phone and email conversations to achieve targeted sales goals. Manage projects from start to finish, including managing orders and collaborating with panel production team. Resolve customer complaints regarding sales and service. Visit customer job sites to support sales and customer interactions. Prepare and deliver product presentations to contractors, architects, installers, and engineers. Read and interpret construction documents and specifications to prepare takeoffs and estimates. Requirements: Bachelors' Degree or equivalent sales/industry experience. 5+ years experience in direct sales of construction or architectural products Metal building and insulated metal panel experience (preferred) Experience in interpreting construction drawings and specifications Ability to read and interpret documents (e.g. sales reports, blueprints, training, procedure manuals)

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.

Serve as a trusted partner to clients, understanding their workforce needs and delivering staffing solutions. Maintain and strengthen client relationships, ensuring continued business success. Drive new business development by proactively identifying and securing new client partnerships. Collaborate with the recruitment team to ensure qualified candidates are matched with job opportunities. Manage the full sales cycle, from lead generation to closing client agreements. Regularly meet with clients to assess satisfaction and anticipate future hiring needs. Attend networking events, career fairs, and industry meetings to expand business opportunities. Recruiter/Account Manager Qualifications and Requirements Proven experience in account management, sales, or staffing/recruitment. Strong ability to build and maintain long-term client relationships. Business development mindset with experience in lead generation and closing deals. Exceptional communication, negotiation, and problem-solving skills. Proficiency in CRM, ATS, or recruitment-related software is a plus. Highly organized with the ability to manage multiple clients and hiring needs.

Sales employees will concentrate on acquiring new business and conducting customer visits in the field. When not in the field, they are expected to collaborate with their team from their assigned office location, if available. Our Lead Customer Success Manager, earn between $116,700 - $175,100. Not to mention all the other amazing rewards that working at AT&T offers. Individual starting salary within this range may depend on geography, experience, expertise, and education/training. Joining our team comes with amazing perks and benefits: Medical/Dental/Vision coverage 401(k) plan Tuition reimbursement program Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays) Paid Parental Leave Paid Caregiver Leave Additional sick leave beyond what state and local law require may be available but is unprotected Adoption Reimbursement Disability Benefits (short term and long term) Life and Accidental Death Insurance Supplemental benefit programs: critical illness/accident hospital indemnity/group legal Employee Assistance Programs (EAP) Extensive employee wellness programs Employee discounts up to 50% off on eligible AT&T mobility plans and accessories, AT&T internet (and fiber where available) and AT&T phone A career with us, a global leader in communications and technology, comes with big rewards. As part of our team, you'll lead transformation surrounded by trailblazing industry leaders like you. You'll be empowered to go above and beyond - making a difference through company-sponsored initiatives or connecting and networking through one of our many employee groups. Overall Purpose: Serve as the primary post-sale consultative partner, leveraging in-depth industry and product knowledge to drive customer satisfaction, maximize product value, and ensure effective adoption and utilization, ultimately enhancing client relationships and delivering measurable business outcomes. Key Roles and Responsibilities: Typical tasks may include, but are not limited to, the following: • Customer Relationship Management: Serve as the primary point of contact for customers, fostering long-term relationships to become a trusted advisor, and staying proactively engaged to ensure the product or service is functioning as intended and adding expected value. • Product Expertise and Strategic Recommendations: Leverage deep knowledge of client industries, products, and market roles to provide expert guidance, enhance customer awareness, and make strategic product recommendations, while identifying renewals, migrations, upsell, and cross-sell opportunities to achieve desired customer outcomes. • Performance Tracking and Strategic Development: Monitor customer usage, satisfaction, risk, and success metrics, providing regular reports and insights, and assisting in the development of strategic direction and positioning of focused projects to drive customer engagement, retention, and growth. • Knowledge Transfer and Feedback Loop: Conduct knowledge transfer through delivering training and minimal technical guidance, providing feedback to product development teams on service offering improvements, and conducting complex work, unsupervised, with extensive latitude for independent judgment. • : Job Contribution: An experienced professional, recognized as an expert, creatively resolving complex issues with broad and in-depth knowledge. Leads significant projects with strategic autonomy, influencing executive decisions. Mentors less experienced staff, implements long-term plans impacting the organization, and frequently collaborates with senior leadership. Supervisor: No Education/Experience: Bachelor's degree (BS/BA) desired. 5+ years of related experience. Certification is required in some areas. Weekly Hours: 40 Time Type: Regular Location: Brookfield, Wisconsin Salary Range: $116,700.00 - $196,100.00 It is the policy of AT&T to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, AT&T will provide reasonable accommodations for qualified individuals with disabilities. AT&T is a fair chance employer and does not initiate a background check until an offer is made.

Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. In the Manager, Customer Success - DS Smart position, you'll lead the day-to-day operations and strategic direction of the DS Smart Customer Success team. You'll coach and develop a growing team of Generalists, Retention Specialists, and Adoption Specialists to drive customer onboarding, adoption, retention, and expansion. This role is pivotal in advancing scalable, technology-enabled workflows, using data and automation to optimize partner performance and unlock greater customer value. Skills Needed: Drives Accountability & Results - Sets clear goals and ensures team members deliver top-notch results. Uses data and tech to boost accountability, pushing everyone to excel individually and as a team. Applies AI and Technology - Identifies opportunities to boost efficiency and add value using AI and tech. Embraces and applies digital innovations and tech solutions to build business. Eagerly learns and integrates new technologies where they matter most. Champions Innovation - Propels teams to unlock value with cutting-edge, tech-enabled innovations. Stays ahead of the tech curve, ready to embrace the next big thing. Leads with an entrepreneurial mindset and takes calculated risks. Leads Through Change & Ambiguity - Navigates the unknown with confidence, steering through change and uncertainty with a clear vision and unwavering determination. Turns chaos into clarity, keeping goals firmly in sight. Demonstrated ability to lead cross-functional initiatives that optimize operational performance and partner collaboration. Strong skills in workflow design and process improvement, ensuring scalable and repeatable success. Deep technical expertise in CRM and customer success platforms to enhance engagement and reporting. Proven ability to coach and develop high-performing teams, reinforcing feedback, recognition, and career growth. What You'll Do and Impact: Lead the DS Smart Customer Success team, overseeing daily operations, development, and performance management. Own and continuously refine workflows that drive onboarding, adoption, retention, and customer satisfaction. Leverage data to measure team success, monitor KPIs, and improve productivity and outcomes. Champion the use of technology-including AI and automation-to streamline manual tasks and accelerate customer value. Collaborate with Product, Engineering, Sales, Operations, and other teams to drive alignment and resolve escalations. Drive results-focused outcomes including fast onboarding, strong 12-week adoption, churn reduction, and scalable customer growth. Experience: 5+ years in Customer Success, Customer Experience, or a related customer-facing function 2+ years of people leadership experience Proven success driving measurable customer outcomes Strong background in process improvement and workflow design Proficiency in CRM tools and customer engagement platforms Excellent communication and coaching capabilities Ability to travel by car and/or plane up to 10-15% Valid, unexpired driver's license with satisfactory driving record Additional Items of Interest: Experience in healthcare technology or supporting multi-site customers Familiarity with AI tools and automation for customer success Background in scaling CSM operations in a high-growth SaaS or tech-enabled environment Job to be performed in the location listed. Generous benefit package available. Click here to learn more. Direct Supply, Inc. and its U.S. subsidiaries are equal opportunity and affirmative action employers committed to diverse workforces. © 2013 to 2025 Direct Supply, Inc. All rights reserved.

Job Description C2's client is a global software company that believes ecommerce platforms should enable sustainable growth. More than a software provider, they act as a strategic partner in the evolution of ecommerce, helping businesses scale, improve efficiency, and deliver exceptional digital customer experiences. They are seeking a dedicated Customer Success Manager (CSM) with a strategic lens, a customer-first mindset, and a drive to proactively own their portfolio of accounts. The right candidate works urgently, communicates progress clearly, anticipates customer and leadership needs, and doesn't wait to be told what comes next-they bring new ideas and continuously move the company, and client outcomes, forward. Start Date: ASAP Duration: Full-time, Direct Hire Location: Hybrid - Milwaukee, WI area preferred Compensation: Commensurate with experience Technology: Client provides hardware and software Interview Process: Zoom interview with direct supervisor for the role DISC Assessment Onsite interview with owner and C-Suite execs - may be stretched over 2 onsite interviews based on availability Responsibilities: Lead collaborative onboarding and implementation for new customers, working closely with internal product, launch, and partner teams Serve as an expert on client's SaaS products, maintaining up-to-date functional and technical knowledge Manage a portfolio of accounts, building long-term relationships and acting as a trusted industry advisor Act as the voice of the customer, collaborating with product teams, shaping roadmaps, and championing feature improvements through client feedback Apply industry acumen to address, anticipate, and translate customer business needs, especially for manufacturing and distribution businesses Develop customer success plans outlining critical milestones, goals, and proactive solutions Focus on customer retention and growth by leveraging business intelligence to identify pain points and deliver value-driven recommendations Monitor customer health through data analytics; analyze performance trends and provide strategic feedback for continuous improvement Advise customers on best practices and change management, helping them demonstrate product value and secure internal buy-in Mentor other CSMs and contribute to a culture of team growth, knowledge sharing, and constructive feedback Qualifications & Skills Required: Minimum 5 years' experience in customer success, account management, or client services within ecommerce SaaS Deep knowledge of ecommerce, the digital application ecosystem, and understanding of manufacturing/distribution models Demonstrated ability to analyze customer challenges and craft strategic solutions Dedicated customer success mindset, focused on fostering lasting relationships and driving client retention Adaptable, proactive, and positive under pressure; able to effectively “manage up” and communicate initiative to leadership Outstanding written and verbal communication skills, and the ability to influence at all levels Nice to Have: Strong network or contacts in the ecommerce sector Technical aptitude to discuss integrations and digital platforms in detail Not your type of gig, but know someone who would be interested? Refer a qualified candidate, and if they get the job, you get a signing bonus! (Make sure they mention your name as their referral source so you get your well-deserved credit!) All candidates must be located and authorized to work in the United States. C2 does not sponsor work visas. No C2C.

Job DescriptionDescription: As the Manager of Customer Success at G10, you will play a pivotal leadership role in ensuring our customers achieve maximum value from our solutions. You'll lead and inspire a team of customer success professionals, foster long-term relationships with our clients, and drive initiatives that improve customer satisfaction, retention, and expansion. You will also act as the voice of the customer-identifying needs, gathering feedback, and influencing internal strategies to enhance overall customer experience. KEY RESULT AREA: Lead, coach, and develop a high-performing Customer Success team focused on onboarding, adoption, retention, and account expansion. Build and refine scalable processes, playbooks, and best practices that improve satisfaction and loyalty. Establish and track customer success KPIs such as health scores, churn rate, NPS, and renewal rates. Collaborate cross-functionally with Operations, IT, Sales, Onboarding, Business Development, and Marketing teams to improve customer outcomes and meet company objectives. Serve as a strategic partner to customers, developing strong executive-level relationships. Conduct quarterly business reviews (QBRs) alongside Customer Success Managers to assess satisfaction, identify opportunities, and align future goals. Manage escalations and complex customer issues with a calm, solutions-focused approach. Implement strategies to identify at-risk accounts and take proactive steps to improve retention. Oversee the development of customer training and educational resources. Contribute to customer communication plans including product announcements, best practices, and success stories. Maintain accurate customer records in CRM and ensure team adherence to documentation standards. Partner with IT and Operations teams to prioritize feature requests and process improvements based on customer feedback. Monitor industry trends and emerging customer needs to keep G10 ahead of the curve. Any other duties as assigned by the manager. SKILLS: Proven ability to develop, lead, and inspire high-performing teams. Excellent communication and presentation skills with the ability to simplify complex topics for varied audiences. Strong data analysis skills with the ability to interpret customer metrics and drive actionable insights. Demonstrated success in building and executing customer retention and growth strategies. Experience managing escalations and navigating complex customer relationships. Proficient in Microsoft Office Suite and CRM platforms such as Salesforce or HubSpot. Highly organized with exceptional time management skills in a fast-paced environment. Ability to think strategically while executing tactically. Requirements: EDUCATION/EXPERIENCE: Bachelor's degree in Business, Communications, Marketing, or a related field (or equivalent combination of education and experience). 5+ years of experience in customer-facing roles with at least 3 years managing a customer success, account management, or support team (logistics or technology/SaaS industry preferred). PHYISCAL REQUIREMENTS: Prolonged periods of sitting at a desk and working on a computer. The above statements reflect the general details necessary to describe the principal functions. of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Mequon, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships. Annex Wealth Management - Know the Difference Join Our Growing Team at our Mequon Branch! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Core Values At Annex Wealth Management, our values aren't just words - they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you. What You'll Do The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships. Client Service & Inquiry Resolution: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up, and resolve client inquiries and requests through effective interaction with clients, advisors, operations staff, custodians, etc. Client Relationship Coordination: Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship. This includes determining necessary documentation and forms, appropriate follow-through, and accurately communicating expectations. Administrative & Proactive Support: Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications. Team Collaboration: Work in a team-oriented environment to deliver high-quality, personalized wealth management services. Requirements What You'll Need to Succeed Experience: Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm Financial Knowledge: Working knowledge of financial planning, investment, and insurance fields. Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred Work Style: Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized-key to success in this role Communication & Interpersonal Skills: Strong organizational and interpersonal skills are essential for maintaining and building client relationships Team Fit: Enjoy working in a fast-paced team environment Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Requirements QUALIFICATIONS AND REQUIREMENTS · Bachelor's Degree · 3 - 5 years of related experience with a 3PL. · Additional years of education and experience may be substituted for each other, as determined by Management. · Excellent critical thinking and problem-solving skills. · Experience working in Transportation Management Software (Mercury Gate) is preferred but not required. · Advanced knowledge of truckload and less than truckload modes is preferred but not required. · Advanced abilities in Microsoft Office Suite and Power BI are preferred. · Transportation experience and working knowledge of the industry. · Elevated level of organizational skills and ability to multitask. · Ability to read, write, type, and speak English fluently is a requirement of this position. · Ability to travel 50% or more. PHYSICAL DEMANDS /WORK ENVIRONMENT While performing the duties of this job, the employee must be able to use a keyboard, calculator, and telephone. Frequent sitting, talking, hearing, and occasionally stand, lift (up to10 lbs.), and an ability to adjust vision for close vision work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Salary Description 75000

SCOPE OF ROLE This role is pivotal in driving growth and deepening customer relationships at strategic accounts. It requires a blend of technical expertise, commercial acumen, collaborative teamwork, and proactive engagement with both customers and internal stakeholders. The Strategic Account Manager acts as a key facilitator of solutions, innovation, and continuous improvement within Regal Rexnord's sales function. KEY RESPONSIBILITIES Deliver consistent revenue and share growth at assigned strategic accounts Serve as the primary sales point-of-contact for assigned strategic accounts Develop and maintain a Strategic Account Management Plan (SAMP) for each Account and utilize CRM to coordinate tactical actions and manage opportunities 50% travel to work with customers and internal resources supporting programs pertaining to MCS growth initiatives. Drive specification on new designs and share gain on existing designs as assigned OEMs. Strong technical understanding of products and customer applications Strong negotiating skill set Maximize new business and marketing opportunities via the execution of BU Playbooks. Identify, collect and internally manage with cross functional team, customer generated scorecards to ensure customer overserve Develop and close new business or penetration opportunities as assigned account(s). Understand customer's strategic initiatives and align selling approach to meet their needs (Challenger Sales Model) Prompt customer stakeholder groups to explore ideas and concerns while serving as the educated facilitator helping guide to a solution. Teach / Tailor / Take Control Work effectively in a team selling environment - utilize Strategic Account Management Plan to communicate and drive assigned account's strategy and tactics to local/field sales level Market products to customer's unspoken concerns and priorities through use of E-Commerce tools Execute disciplined selling processes to attain quota such as documented and intentional account planning (AOP, SAMP) Drive specification for DiRXN / Perceptiv (digital productivity platform) Communicate, implement and monitor all account initiatives and programs to ensure alignment of Regal Rexnord sales, marketing and operations Drive Collaboration & Teamwork to achieve objectives. Deep industry/application knowledge Identify and communicate continuous improvement opportunities that result in improved customer satisfaction Be aware of key societies/organizations supported by assigned account and determine level of support and involvement needed to drive collaborative relationship building Identify Regal Rexnord product gaps to promote New Product Development ideas and serve as industry expert and sales liaison within Regal Rexnord Strong business acumen and executive communication / presentation skills Anticipates global competitive conditions / activities, identifies key industry trends, economic environment, and creates strategies to address these challenges. Works with the Business Unit Leadership & Engineering Management to evaluate / execute strategies for Industry or brand promotion. Cross BU Awareness to sell Regal Rexnord Power Train Packages and Solutions Minimum Requirements: Bachelor's degree or equivalent in Engineering 7+ years Commercial / technical sales and/or Marketing experience Preferred Willingness to travel an estimated 50% Experience working in a mechanical powertrain environment. Salary: Expected Salary Range: $110,000-$130,000 The salary range provided is intended to display the value of the company's base pay compensation for all statewide locations across the United States. Salary is dependent on a multitude of factors, including but not limited to the physical worksite location, candidate's skill set, level of experience, education and internal peer compensation comparisons. Benefits Medical, Dental, Vision and Prescription Drug Coverage Spending accounts (HSA, Health Care FSA and Dependent Care FSA) Paid Time Off and Holidays 401k Retirement Plan with Matching Employer Contributions Life and Accidental Death & Dismemberment (AD&D) Insurance Paid Leaves Tuition Assistance About Regal Rexnord Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools. The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture. Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com. Equal Employment Opportunity Statement Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email ***************************. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail ***************************. Equal Employment Opportunity Posters Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.

Job Description Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting Proactively manage day-to-day client health, reporting, and incident follow-up Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight Review and raise concerns related to billing, invoices, and SLA reporting Act as point of escalation for project delivery and high-impact client issues Facilitate and manage client risk assessments and VOC representation Monitor and document client KPIs, project trends, and escalate concerns as needed Capture and distribute client meeting notes and call logs Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment Lead and track Statement of Work (SOW) processes Attend client conferences and represent the organization professionally Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions Manage pre- and post-contract fulfillment, including governance meetings and client engagement Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents Coordinate client visits, including itinerary planning, agendas, and entertainment Identify and implement client education and training programs Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: Bachelor's degree in Business Administration or related field, or equivalent professional experience 5+ years in client success or relationship management within financial services Proven communication and interpersonal skills with a proven ability to build and maintain client relationships Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Level/Function: Specialist, Client Success Title: Client Success Manager BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting * Proactively manage day-to-day client health, reporting, and incident follow-up * Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight * Review and raise concerns related to billing, invoices, and SLA reporting * Act as point of escalation for project delivery and high-impact client issues * Facilitate and manage client risk assessments and VOC representation * Monitor and document client KPIs, project trends, and escalate concerns as needed * Capture and distribute client meeting notes and call logs * Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment * Lead and track Statement of Work (SOW) processes * Attend client conferences and represent the organization professionally * Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions * Manage pre- and post-contract fulfillment, including governance meetings and client engagement * Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents * Coordinate client visits, including itinerary planning, agendas, and entertainment * Identify and implement client education and training programs * Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: * Bachelor's degree in Business Administration or related field, or equivalent professional experience * 5+ years in client success or relationship management within financial services * Proven communication and interpersonal skills with a proven ability to build and maintain client relationships * Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management * Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote

Menasha Corporation Employees, please log-in to your Workday account to apply for positions. ABOUT US (AND OUR EXCITING FUTURE) Menasha Corporation is all about possibilities. Our two businesses, Menasha Packaging and ORBIS Corporation, are leaders in their industries, providing corrugated and plastic packaging products and related services to major global companies. Our employees make the difference, proving that great ideas, collaboration and quality turn possibilities into success. Working at Menasha Corporation means that your insights provide cutting-edge solutions for our customers. If you like to make things happen and are passionate about what you do, you're going to want to be here. Join us and become part of the power behind possible. About The Opportunity Responsible for providing excellent customer service and sales support to assigned customer accounts, geographic territories, and assigned sales personnel. Key Duties and Responsibilities: 1. Daily communication with customers and associated sales personnel on order management topics 2. Management of customer orders from receipt of customer order to receipt of product at the customer. Activities include contract review, order entry, order edit, order maintenance, order status communication, order expedite requests, and complaint processing 3. Provide direct line and ACD line support for all incoming service-related phone calls 4. Demonstrate an understanding of ORBIS products and product application 5. Support the execution and continuous improvement of the quality policy 6. Resolve any issues that arise, including identifying root cause, determining options, and negotiating with the plant and customer 7. Navigate between multiple systems, including SAP, SharePoint, Salesforce, and Teams 8. Support sales personnel with quoting, purchase order changes, and customer inquiries as needed 9. Support team as back-up coverage 10. Other duties as assigned Performance Measures and Outcomes 1. ORBIS and functional Strategic Objectives Education/Certification Level Required High School Diploma Level Desired Bachelor's Degree Description Relevant work experience may be considered in lieu of education requirement. Work Experience Required 3-5 years Customer Support experience Desired 5-10 years of similar customer support experience within an ISO Certified manufacturing environment. Prior ERP System experience Additional Knowledge, Skills, and Abilities 1. Strong communication (verbal and written) skills and collaboration in a team environment 2. Ability to multi-task in a high paced environment, while maintaining attention to detail 3. Knowledge of and ability to implement effective strategies and activities that promote long-term customer loyalty 4. Knowledge of the major responsibilities, accountabilities, and organization of the customer support function or department 5. Familiarity with organization's policies, standards, and procedures guiding customer interactions, while using strong problem-solving skills 6. Knowledge of practices, tools, and techniques for communicating with a customer 7. Knowledge of and ability to apply the processes, activities, and tools needed to ensure strong customer satisfaction 8. Ability to lead by example #ORBIS Two companies, one vision. Menasha Corporation consists of two companies that are leading the way to a sustainable future with packaging and supply chain solutions. Founded in 1849 and headquartered in Neenah, Wisconsin, we employ over 7,500 employees in 112 facilities in North America and Europe. Our companies are leading corrugated and plastic packaging manufacturers and supply chain solution providers. Our Menasha Packaging Company is the largest independent provider of packaging and supply chain service solutions in North America, designing, printing, and fulfilling graphic packaging, display and merchandising solutions for over 1,800 brands, both in-store and online. Our ORBIS business believes there is a better way to optimize today's supply chains, with reusable packaging products and services. Reusable containers, pallets, dunnage, bulk systems and metal racks improve the flow product all along the supply chain to reduce costs, enhance profitability and add sustainability. Our products and services are used by global, name-brand companies in the food, beverage, health and beauty, over-the-counter pharmaceutical, industrial, automotive, and electronics industries. Come build an exciting, rewarding career with us, where you'll have opportunities to grow. The possibilities are endless. The power is yours! Menasha Corporation and its subsidiaries and affiliates are equal opportunity employers. All qualified applicants will be provided with equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status, or genetic information.

Job Description Strategic Account Manager Department: Sales Reports To: Vice President of Sales Supervises: N/A FLSA Status: Exempt Our client is a global company that develops products for animal health and nutrition. The Strategic Account Manager expands partnerships with the largest customer accounts in the animal health and nutrition sector. This role builds long-term relationships to increase demand for products and services. It also gathers market insights to shape value propositions. The manager works with the sales team and regional sales managers to meet customer needs and reach growth and profit goals. The position needs technical knowledge, relationship skills, and cross-team coordination to support objectives in the North American market. Principal Duties - Follow all safety protocols and join safety programs to support a safe work environment. - Develop and implement account strategies that expand demand, drive growth, and strengthen partnerships for key accounts, leading to higher sales and sustained business relationships. - Join the North America sales team on visits to manage opportunities, set up follow-up processes, track leads, and handle projects to close deals and maintain progress. - Build trust-based, long-term partnerships with customers by understanding and addressing their needs over the medium to long term. - Handle direct relationships with strategic accounts, including negotiating contracts, pricing, and volumes to secure favorable terms and meet sales targets. - Gather market insights on competitors and trends to create and deliver value propositions that win business and inform company strategy. - Develop internal networks to coordinate with stakeholders and provide solutions that meet customer goals and improve outcomes. - Suggest new sales approaches for premixers and distributors, such as custom blends, to grow the business, working with product and species managers. - Manage distributor contracts on pricing, terms, and territories to ensure clear agreements and efficient distribution. - Prepare and share sales reports with account stakeholders to track performance and support decision-making. - Form relationships with key influencers in accounts, including management, nutritionists, procurement, CSR, and field sales, to influence decisions and expand opportunities. - Attend industry trade shows and events to represent the company and build connections that lead to new business. - Maintain regular communication with regional and species sales managers to share updates on accounts, collect field insights, and build a full market view that boosts sales results. - Collaborate with the sales and operations planning team and demand planners on forecasting and inventory, using input from species managers to follow director strategies and hit annual sales goals. - Oversee North America price lists by working with species managers, customer service, and data leads to apply pricing strategies that position the company well and maximize profit. - Perform other assigned duties to support team and company needs. Requirements - Bachelor's degree in animal science, agriculture, or a related field, or equivalent experience. - At least 10 years of work experience in the animal health or nutrition industry, with proven results in sales, business development, and strategic account management. - Experience in technical sales, including providing support to farms, nutritionists, and veterinarians. - Strong knowledge of animal nutrition and health. - Proficiency in CRM software like Salesforce. - Ability to read and understand written instructions, communications, and technical information. - Proficiency in a second language such as Spanish or French is preferred but not required. - Willingness to travel 60-70% for meetings, trade shows, and sales visits in the United States and Canada. Core Competencies - Open-minded: Shows curiosity, openness, and acts to support innovation and change. - Accountable: Takes initiative and focuses on key priorities. - Achiever: Works for results, maintains high performance, and shows professionalism and persistence. - Team player: Encourages cooperation, collaboration, and team spirit.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Manager, Client Accounting Services, Small Business Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? We're looking for a Manager to join our outsourced client accounting practice. In this role, you will work in a cloud-based environment and serve as an Accounting Manager for multiple clients across the country, working with a team of professionals. This position is responsible for providing our client companies best-in-class service and financial expertise. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework. Additionally, the Manager acts as a business advisor by providing analysis and insights to their clients based on their knowledge of current business trends, industry experience and capabilities of other experts within Baker Tilly. * Oversee and provide exceptional service to clients including accounting and advisory services * Manage production of monthly, quarterly, and financial reports and benchmarking * Provide recommendations for business and process improvements * Work with other managers to ensure workflows are efficient and streamlined in and between offices and in and between audit and tax functions * Coach, train, and mentor staff on client service, tax, and accounting matters * Oversight and management of current client engagement team * Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows Qualifications * Bachelor's Degree in Accounting required * CPA and/or MBA preferred * Public Accounting experience a plus * Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred * Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records * Excellent understanding of Generally Accepted Accounting Principles (GAAP) * Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook * Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus The compensation range for this role is $84,350 to $159,920. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Company DescriptionJobs for Humanity is partnering with Quad to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Quad Job DescriptionAs a global marketing experience company, Quad's goal is to help our clients win every day. We use our data-driven integrated marketing and manufacturing platform to streamline solutions for our clients, reduce friction and enhance their marketing spend effectiveness. We've built a rich legacy by believing in our people, allowing them to act like owners and to take charge of their own success. Whether an operator, sales rep, a graphic artist or a clinician, we're all driven to perform at our best- for ourselves and our clients. At our core, we're a company that believes we can always create a better way. Quad Packaging, a business unit of Quad, is seeking a folding carton Account Manager. As a market leader in books, magazines, catalogs and newspaper inserts, Quad has expanded its operations to include commercial printing and packaging. With equipment that includes large format offset printing, foil stamping, embossing, coating and folding carton converting, combined with interactive print solutions and extensive media offerings we can provide unique value to our folding carton customers. The Account Representative plays an instrumental role as the liaison between the customer, sales reps, and all production areas. The Account Representative will handle projects from receipt of order through final shipment, and will assist in troubleshooting and monitoring job progress through final invoice. The location for this position is onsite in office at our Franklin, WI facility. The Account Representative is responsible for understanding the customer's expectations, and for advocating for the successful completion of the job within the plant. The Account Representative responsibilities are extremely detailed oriented; the Account Representative enters job specifications in the ERP, and communicates with various operational areas verbally and through the job ticket. Account Representatives are key representatives in Quad's endeavor to deliver “Best in Class” service. Meeting customers' needs through quality production and on time delivery, Making it easy to do business with Quad through providing responsive internal and external communication, and Making it enjoyable to do business with us through a positive, “Can Do” approach creates lasting relationships where customers will continue to view Quad as their lead Specialty Print Partner. Responsibilities: Assist in building strong relationships with customers by working through internal systems and processes to meet their requirements. Advocates for Customer (internal or external) through the plant. Collaborate with a network of support resources to satisfy customer expectations. Understand and leverage basic company offerings and recommends solutions to achieve customer's objectives. Responsible for seamless and transparent execution from order acceptance through final product delivery (ship/mail). Review order and verify client materials (art/data) and specifications with customer and internal processing departments. Review the estimate to determine appropriate production plan. If no estimate is available work with pre-press and manufacturing department leads to determine the best way to produce the order. Work with plant scheduler to provide customer a schedule that is agreeable and workable for the plant. Monitor schedule to ensure timely receipt of client materials and approvals to enable adherence to schedule and delivery commitments. Timely updates to ensure customer changes are communicated, captured and billed. Assist in the development and maintenance of customer profiles to document knowledge of customer expectations and critical components of customer requirements. Able to marshal the appropriate resources to ensure their client's work is executed and can clearly identify when to seek assistance from internal experts when customer specification changes occur. Confirm that the estimate and/or pricing meets the specifications of the actual production order. If it does not, resubmit the pricing and advise the sales team as needed. Participate in customer onboarding meetings /process Participate in internal pre-production meetings to discuss orders and their specifications Accurate and complete job specs entered into the ERP system. Highlight all critical components, customer concerns and expectations. Communicate any issues with art/data files to the customer along with proposed solutions/options. Qualifications: 2+ years experience as an Account Representative in print/production Demonstrated commitment to service excellence and customer advocacy Demonstrated ability to successfully complete multiple tasks and responsibilities by managing priorities and maintaining schedule commitments. Excellent verbal and written communication skills to effectively interact with all levels of the organization and internal or external clients and prepare professional correspondence (emails, letters, and reports) Self-starter and decision maker, who can effectively execute work to achieve objectives. Proficient personal computer skills including ERP systems Demonstrated commitment to team-work; a collaborative approach w/co-workers #LI-TK1 We offer excellent benefits to eligible employees, including 401(k), holidays, vacations and more. Quad is proud to be an equal opportunity employer and values diversity. We are committed to creating a place of belonging - a space where employees do not need to sacrifice who they are to exist and grow in our workplace. Quad does not discriminate on any unlawful basis including race, religion, color, national origin, disability, gender, gender identity, sexual orientation, age, marital status, veteran status, genetic information, or any other basis prohibited by applicable federal, state, or local laws. Quad also prohibits harassment of applicants and employees based on any of these protected categories. Drug-Free Workplace

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Brookfield, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships. Annex Wealth Management - Know the Difference Join Our Growing Team at our Brookfield Headquarters! Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features! Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more. Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. Core Values At Annex Wealth Management, our values aren't just words - they guide how we work every day: Knowledge Accountability Integrity Courage Respect Ownership Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you. What You'll Do The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships. Client Service & Inquiry Resolution: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up, and resolve client inquiries and requests through effective interaction with clients, advisors, operations staff, custodians, etc. Client Relationship Coordination: Coordinate and follow through on account inquiry, transaction, financial planning, and maintenance requests throughout the client relationship. This includes determining necessary documentation and forms, appropriate follow-through, and accurately communicating expectations. Administrative & Proactive Support: Proactively take responsibility for preparing client reviews, maintaining accurate client records, and managing outgoing client communications. Team Collaboration: Work in a team-oriented environment to deliver high-quality, personalized wealth management services. Requirements What You'll Need to Succeed Experience: Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm Financial Knowledge: Working knowledge of financial planning, investment, and insurance fields. Experience with industry tools, i.e., financial planning and investment software systems and CRM, is preferred Work Style: Detail oriented, resourceful, and able to multi-task effectively while remaining extremely organized-key to success in this role Communication & Interpersonal Skills: Strong organizational and interpersonal skills are essential for maintaining and building client relationships Team Fit: Enjoy working in a fast-paced team environment Comprehensive Benefits We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions. This includes a comprehensive suite of: Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future Life & Disability Insurance Paid Time Off (PTO) 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones Opportunities for professional growth and development We are committed to providing an environment where you can thrive and achieve your full potential. Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Level/Function: Specialist, Client Success Title: Client Success Manager About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful. Duties and Responsibilities of the Client Success Manager: Client Management and Reporting Proactively manage day-to-day client health, reporting, and incident follow-up Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight Review and raise concerns related to billing, invoices, and SLA reporting Act as point of escalation for project delivery and high-impact client issues Facilitate and manage client risk assessments and VOC representation Monitor and document client KPIs, project trends, and escalate concerns as needed Capture and distribute client meeting notes and call logs Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment Lead and track Statement of Work (SOW) processes Attend client conferences and represent the organization professionally Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle Client Interactions Manage pre- and post-contract fulfillment, including governance meetings and client engagement Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents Coordinate client visits, including itinerary planning, agendas, and entertainment Identify and implement client education and training programs Maintain visibility into the status of all client-initiated work and ensure timely follow-up Skills and Experience of the Client Success Manager: Bachelor's degree in Business Administration or related field, or equivalent professional experience 5+ years in client success or relationship management within financial services Proven communication and interpersonal skills with a proven ability to build and maintain client relationships Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting Compensation: We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $75,000 #LI-Remote