Client Success Manager jobs at Eide Bailly - 2181 jobs
Client & Practice Solutions Manager - Remote Eligible
Eide Bailly 4.4
Client success manager job at Eide Bailly
Work Arrangement: Remote, In-office or Hybrid Typical Day in the Life We are currently seeking a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team at Eide Bailly. As a Client & Practice Solutions Manager on the team, you will support our R&D tax professionals through client engagement, providing technical training to our team members, supporting AI integration, and practice management activities to enhance the client and team member experience.
A typical day as a Client & Practice Solutions Manager on the R&D Tax Credits & Incentives team might include the following:
* Supporting the management team through designated client engagement activities.
* Leading initiatives with AI integration.
* Growing the practice through coordination on marketing and business development initiatives.
* Assisting with the design and implementation of process improvements and workflow management with on and offshore resources.
* Supporting the partner team through operational initiatives including business development pipeline, billing, and financial statement analysis and tracking.
* Assisting with service line extensions and secondary product offerings.
* Aiding in the technical training of our team members.
* Assist with the development and implementation of best practices within the R&D Tax Credits & Incentives practice.
Who You Are
* You have the ability to interact and communicate effectively, clearly in writing and verbally, to all levels at an organization, including those in the C-suite.
* You can work on multiple projects and meet deadlines by setting priorities and communicating effectively.
* You have the desire to serve others to ensure a successful experience for the team and our clients
* You are organized and can work independently with minimal supervision.
* You have strong problem-solving skills, and the ability to identify the source of a problem and create and test solutions.
* You have strong computer skills and are proficient in Microsoft Word, Excel and Outlook.
* You have at least 5 years of R&D Tax experience.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation: $60,000-$85,000
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
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#LI-REMOTE
$60k-85k yearly Auto-Apply 5d ago
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Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Diego, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
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$160k-235k yearly 6d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Francisco, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry‑leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work‑life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee‑owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 3d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Walnut Creek, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 2d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Pasadena, CA jobs
Client Service Director - Water/Wastewater Job Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 6d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Santa Rosa, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $220,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-220k yearly 5d ago
Water/Wastewater Client Services Director
Kennedyjenks 4.1
San Francisco, CA jobs
A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package.
#J-18808-Ljbffr
As a **Client Solutions Manager** , your responsibilities will include:
+ Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven **Marketing & Creative** and/or recruiting background. Market to **Marketing & Creative** via telephone, video as well as conduct in-person meetings with **Marketing & Creative** and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half's presence in the local business community.
+ Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.
+ Meet and exceed weekly business development goals.
**Qualifications:**
+ Bachelor's degree required. **Marketing & Creative** degree preferred.
+ 2+ years of business-to-business development experience and/or working in a **Marketing & Creative** related field is preferred.
+ Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.
+ A combination of business development and account management skills are required.
+ Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.
+ Must have a proven track record of success and be a competitive and self-motivated individual.
Salary: The typical salary range for this position is $70,000 to $90,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives.
**Top Reasons to Work for Robert Half:**
+ **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER -** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match.
+ **PERFORMANCE = REWARD -** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com .
+ **UPWARD MOBILITY -** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.
+ **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed.
+ **RESPECTED WORLDWIDE -** Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world.
+ **OUTSTANDING CORPORATE RESPONSIBILITY -** We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility .
Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
**JOB LOCATION**
NY MIDTOWN NEW YORK
$70k-90k yearly 6d ago
Private Client Relationship Manager
Citizens 2.9
Toledo, OH jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$75k-90k yearly Auto-Apply 1d ago
Customer Success Manager
LHH 4.3
Fort Worth, TX jobs
LHH is partnering with a growing medical products organization in Fort Worth as they source for a hands‑on Customer Success Supervisor to lead a small team, oversee customer order operations, and partner cross‑functionally to ensure exceptional service delivery. This is an onsite leadership role supporting order management, EDI workflows, logistics coordination, and team development!
What You'll Do
Lead, train, and coach a Customer Success team.
Oversee accurate order entry, fulfillment, tracking, and customer communication
Partner with 3PLs, supply chain, and logistics teams to resolve issues and ensure timely delivery.
Manage returns, credits/rebills, and customer escalations.
Maintain SOPs, work instructions, and compliance documentation.
Serve as a key user for ERP (Dynamics GP / SAP S4), EDI, and CRM (Salesforce).
Generate and interpret reports (Power BI/Excel) to identify trends and improve processes.
What We're Looking For
3-5+ years in Customer Success/Customer Service, Order Management, or similar operations.
3+ years supervisory/leadership experience.
Strong EDI experience (850, 855, 856, 810, 820, 852, etc.).
Background partnering with logistics/3PL or supply chain teams.
A detail‑oriented leader who is organized, proactive, and confident handling escalations.
Excellent communication skills and a customer‑first mindset.
$69k-104k yearly est. 2d ago
Private Client Relationship Manager
Citizens 2.9
Valley Stream, NY jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$81k-95k yearly Auto-Apply 1d ago
Private Client Relationship Manager
Citizens 2.9
Levittown, NY jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$81k-95k yearly Auto-Apply 1d ago
Director, Principal Relationship Manager, Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline
02/07/2026
Address
180 Montgomery St.
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.
Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high‑value client portfolios, driving cross‑selling, retention, and profitability.
Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency
Project Management
Change Management
Expert level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$66k-97k yearly est. 2d ago
Strategic Supplier Relationship Manager
Peyton Resource Group 3.5
San Antonio, TX jobs
Top 3 Skills:
Invoice Validation
Supplier Management
Communication
Common tasks:
Review of invoices - access to claims system, sample data, verify supplier did work for that time period, validate the amount
Able to navigate systems
Basic understanding of contract language - where to find pricing structure, SLAs, etc.
Take business requirements, RFX (request for “x” - proposal, information) from business, assessing supplier capabilities
Strong communication skills
Analytical work - spend from supplier, total budget
6-8 contracts to manage end-to-end.
Deliverables, SLA, pricing, initiate contract renewal.
$57k-97k yearly est. 2d ago
Customer Success Manager
A-Safe USA 3.8
Plano, TX jobs
Role Purpose
As a Customer SuccessManager, you will be responsible for providing exceptional customer success to new and existing ASAFE clients. Your primary responsibility will be to support the retention of our customers under subscription services providing an exceptional and seamless onboarding experience to ensure system adoption through training and support As an expert in our technology solutions, you will also be available to support clients with specific technology issues and provide resolution to them to enable complete utilization of our digital platforms alongside building long term relationships through quarterly business reviews
About A-SAFE and the Role
A-SAFE is a rapidly growing and dynamic environment where open mindedness, curiosity and drive are important. As market leader, A-SAFE is determined to hold its position and create many opportunities for continued growth and development. We have a true global presence including USA, Japan, Australia, Europe and UAE.
We are known for our innovation and ‘can-do' attitude. A place where talent can thrive and develop as we grow. We invented the first industrial strength polymer safety barrier, revolutionizing workplace safety. We've been improving world standards ever since, introducing further advanced safety solutions, including next generation IOT safety devices like RackEye.
Global blue-chip companies use our products. Coca-Cola, BMW, Jaguar Land Rover, Amazon, Heathrow airport to name but a few.
At A-SAFE we put our values at the heart of the business.
Key Accountabilities
Retain and nurture customer relationships providing post-sale support ensuring success with products and services. Key requirements include:
Onboarding and client training
Quarter Business Review and adoption process
Inbound issue and ticket resolution
Daily system check and proactive management of the Rackeye dashboard for clients
Ensure all necessary contracts are created, reviewed, and maintained throughout the project lifecycle.
Act as an inbound point of contact for issue resolution for clients.
Manage and coordinate the service call-out process, ensuring timely and efficient responses.
Maintain open and effective communication channels between A-Safe and clients.
Provide regular progress reports to clients, highlighting key milestones and addressing potential issues and risks.
Develop and implement a comprehensive client onboarding process.
Provide necessary training to new clients during the introduction stages of system use and ongoing support including issue resolution and Introduction of new services to best prepare customers for interaction with our platforms and technologies.
Track and resolve all reported issues promptly, maintaining a detailed log for follow-up.
Implement an escalation process for unresolved issues to ensure they are addressed promptly.
Allocate appropriate resources for service calls and track the outcomes for quality assurance.
Monitor contract compliance and make updates as necessary to reflect changes in scope or terms.
Establish a feedback loop with clients to gather insights and continuously improve service delivery.
Ensure all internal systems (CRM & Zen Desk) and databases are updated timely and accurately.
Actively participate in internal and external meetings where attendance is required.
Communications and Working Relationships
Your main contacts will include:
Internal:
Technology sales teams
Technology Customer Success Teams
Marketing
Technology infrastructure and software teams
Production and manufacturing
External:
Customer Technology Users
Core Business Responsibilities
Ensure that you, your colleagues and any visitors conduct selves with due regard to the Company's Health & Safety Policy, procedures and Safe Systems of Work when on site;
Promote equality and diversity at all times while representing the Company;
Undertake any additional reasonable task instructed by your Line Manager;
Undertake any additional reasonable task instructed by a member of the Executive and Senior Management team;
Adhere to all Company policies.
Knowledge, Skills & Experience
Essential:
Relevant experience and transferrable skills gained in a similar role. Including supervisory experience, this may be in SaaS based role of as an account manager
Able to communicate clearly both verbally and in writing.
Training skills to educate users in best way to use Rackeye. Good ‘train the trainer'.
PC literate
Strong attention to detail and administrative skills including report writing.
Submit written reports making appropriate recommendations for action.
Fast learner able to acquire and assimilate new skills quickly.
‘can-do' approach and able to deal with ambiguity
Adaptable and can develop new skills in a changing environment
Able to lead and motivate the installation time and provide training and on-site guidance
Assertive and confident - able to problem - solve and take decisions.
Embraces new technology
Credible and can communicate effectively with internal and external key stakeholders
$53k-71k yearly est. 2d ago
Founding Engagement Manager
Trove 3.5
San Francisco, CA jobs
Trove is developing an AI associate for financial firms - think enterprise search & agents for private equity, hedge funds, and banks
Our mission is to deliver associate‑level AGI
We've raised nearly $10M from Menlo and Khosla Ventures
We have strong initial traction - large enterprise contracts and user engagement on par with best-in-class B2B AI applications
Why this role?
Extreme ownership. Own onboarding, adoption, success, expansion, and strategy for every customer-if it happens post-sign, it's on you
Founder-track learning. Work shoulder-to-shoulder with the early team and master the playbook you'll use for your own startup one day
High upside: Significant equity and strong cash compensation
What you'll do
Manage entire post-sale relationships, working hands‑on with users and senior stakeholders
Identify and scale high-impact use cases; package feedback for product and engineering
Build the playbooks, metrics, tooling, and strategy that set the foundation for the scaling our customer operations
Who you are
3-6 yrs at a top‑tier consultancy or investment bank; startup or PE experience a plus
Executive-level communicator who loves solving client problems
Analytical, product‑minded, and comfortable in 0 → 1 environments
Based in San Francisco and eager to be in the office four days a week
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$114k-156k yearly est. 3d ago
Transportation Regional Manager
Tetra Tech, Inc. 4.3
Austin, TX jobs
The Opportunity:
Tetra Tech is adding a Transportation Regional Manager to our Transportation team based in Austin, TX.
Why Tetra Tech:
At Tetra Tech, we are Leading with Science to solve the world's most complex challenges. Our industry-leading experts in engineering and consulting are committed to driving positive change in communities around the world. For over 50 years, we have been at the forefront of innovation and sustainability. Today we stand as a market leader, offering cutting-edge solutions in water, environment, energy, and international development. Our work has improved more than 625 million lives around the world.
Your Impact:
Join Tetra Tech to make a real difference. Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class scientists and engineers to create meaningful change around the world. Discover your full potential - join us to advance your career while leaving a lasting legacy.
We are seeking an accomplished Seller-Doer, capable of delivering high-quality outcomes to our established client base. The ideal candidate is expected not only to sustain but also to enhance our client relationships, contributing to the growth of our practice.
Your Role:
Supervise and provide guidance to the design team.
Manage workload, budgets, schedules, profits, accounts receivable, and invoicing for assigned projects
Ensure accountability for all project activities and monitor progress and performance within the practice.
Ensure the team and all projects are executed in a quality manner, consistent with contract requirements, and in accordance with the company's standards and quality management processes and procedures.
Lead the transportation group in achieving annual business plan goals for business development and operations metrics such as sales, utilization, revenue, profitability and invoicing.
Take responsibility for developing the annual business plan for the group
Oversee project activities and monitor progress and performance.
Participate in client business development activities, including:
Developing strategic capture plans, marketing materials, and presentations;
Setting up meetings and making presentations to prospective clients;
Overseeing and/or preparing technical proposals and cost estimates;
Qualifications:
Bachelor's Degree in Civil Engineering, Master's Degree preferred
Licensed Professional Engineer (PE) in Texas required, or ability to obtain within 6 months
15+ years of experience in transportation engineering field
Valid Driver's License with and acceptable driving record
Proficiency in OpenRoads, GEOPAK and MicroStation files highly desired.
TxDOT experience preferred with appropriate pre-certifications.
Demonstrated expertise in conducting regular project review and overseeing quality control is required.
Experience in managing project teams, including subconsultants, in performing transportation design of highway and roadways is required.
Ability to manage multiple projects simultaneously.
Excellent marketing, communication, and technical writing skills are required.
Experience in opportunity pursuits, developing and preparing proposals, and public relations activities within the state of Texas.
This position could require periodic travel, approximately 15% or more
Life at Tetra Tech:
The perks of working at Tetra Tech include:
Comprehensive and market-competitive benefits.
Merit-based financial rewards.
Flexibility and company-wide commitment to work/life balance.
Collaborative team atmosphere that values the contributions of all employees.
Learning and development opportunities for ongoing professional growth.
About Tetra Tech:
Tetra Tech is the leader in water, environment, and sustainable infrastructure, providing high-end consulting and engineering services for projects worldwide. With 30,000 employees working together, Tetra Tech provides clear solutions to complex problems by Leading with Science to address the entire water cycle, protect and restore the environment, design sustainable and resilient infrastructure, and support the clean energy transition.
Tetra Tech is proud to be an Equal Opportunity Employer. All qualified candidates will be considered without regard to race, color, religion, national origin, age, disability, sexual orientation, gender identity, status as a protected veteran, or any other characteristic protected by law. Tetra Tech is a VEVRAA federal contractor and we request priority referral of veterans.
Additional Information
* Organization: 200 IEW
$95k-126k yearly est. 5d ago
Manager, Indirect Tax - SAP (iTaxTech)
KPMG 4.8
San Diego, CA jobs
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Provide excellent client facing service to multi-national companies in relation to their global indirect tax technology needs and requirements, including tax systems implementation, transaction analysis, supply chain analysis, business requirements analysis, and business transformation
Assist in preparing responses to client proposal request
Support external vendor relationships with key business partner
Prepare and deliver Sales and Use Tax (SUT) and/or Value Added Tax (VAT) Technology training presentations aimed at external and internal audience
Aid practice marketing and business development efforts
Support Partners and Senior Managers in engagement administration, engagement management and client billing and in identifying and developing new and existing client relationships and internal relationships
Qualifications:
Minimum five years of recent experience with SAP, Oracle, and similar ERP applications, specifically with the tax, AP/PO, A/R and/or G/L module
Minimum five years of recent experience in implementing major indirect tax technology solutions such as Vertex, ONESOURCE, Avalara, and similar for North American and/or global organizations
Bachelor's degree in business, accounting, or a related course of study from an accredited college/university
Licensed CPA, EA, JD/LLM, MTX, CMI, PMP, MCSD (Microsoft Certified Solutions Developer), TCERTIMP (Thomson Certified Implementer) or MCITP (Microsoft Certified IT Professional), in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Understanding of key indirect tax processes and data drivers while possessing a broad industry background including retail, financial services, manufacturing, and telecommunications
Certified as a sales and use and/or global indirect tax implementation professional from various vendors and/or other acceptable qualifications and designations including PMI certification; proficiency in Microsoft Excel, PowerPoint, Project, Visio, or process mapping software
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
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California Salary Range: $90800 - $189300
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$42k-52k yearly est. 8d ago
Manager, SALT Indirect Tax
KPMG 4.8
Santa Clara, CA jobs
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Provide excellent client service to multi-state companies with state and local tax (SALT) issues including compliance, advisory services, planning, technology, and controversies
Review information presented on state sales and use tax returns before, during, and after preparation
Support multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
Research and draft technical memoranda regarding SALT questions
Supervise, mentor, and develop staff members
Assist with the business development, management, and delivery of SALT services, and aid and oversight on large client project engagements
Qualifications:
Minimum five years of recent experience performing tax research and providing technical advice on multi-state tax issues
Bachelor's degree from an accredited college/university
Licensed CPA, EA, JD/LLM, MST (master's in taxation) or a certified member of the Institute for Professionals in Taxation (CMI) designation for non-CPA eligible candidates, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Ability to develop business and foster client relationships
Capability and desire to perform in a high-energy team environment
Excellent writing, communication, and tax research skills
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
California Salary Range: $90800 - $189300
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
$42k-53k yearly est. 8d ago
Manager or Senior Manager, Sales & Use Tax
KPMG 4.8
New York, NY jobs
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm
KPMG is currently seeking a Manager or Senior Manager to join our State and Local Tax (SALT) practice.
Responsibilities:
Provide excellent client service to multi-state companies with state and local sales/use tax issues including reverse audits, compliance, tax planning, automation technology, research and writing, multi-jurisdictional reporting, and controversies/audit defense
Partner with multi-state companies in analyzing state tax considerations/impacts related to business restructuring projects and intercompany transactions
Work with multi-state companies in state and local tax (SALT) controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and at appeal meetings, and preparing protests
Supervise, mentor and develop staff members
Participate in the business development, management and delivery of SALT services
Qualifications:
Minimum five years of recent experience in providing tax research and technical advice on multi-state issues
Bachelor's degree from an accredited college/university; licensed CPA, EA, JD/LLM, MST (Master's in Taxation) or a certified member of the Institute for Professionals in Taxation (CMI) designation for non-CPA eligible candidates, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
Strong knowledge of the development, planning and execution of sales and transactions tax refund claims
Experience with various other corporate taxes and their impact on sales tax
Additional Qualifications for Senior Manager:
* Minimum eight years of recent experience
* Experience mentoring and counseling staff level team members
KPMG LLP and its affiliates and subsidiaries ("KPMG") complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.
Follow this link to obtain salary ranges by city outside of CA:
***********************************************************************
KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.
KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.
Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.