Senior relationship manager work from home jobs - 573 jobs

About the job Senior Tax Manager -Japanese Bilingual(Remote) This job description outlines the role of a Senior Tax Manager responsible for managing corporate tax compliance, tax planning, and accounting for income taxes for a US-based organization and its subsidiaries. This position involves significant collaboration with internal finance teams, external tax advisors, and service providers to ensure effective tax operations. The role is also designed with a view toward succession for the current VP-level Director of Tax, starting as a mid-level manager with hands-on operations and team leadership responsibilities, progressively assuming higher leadership responsibilities. Essential Duties & Responsibilities: Manage and oversee federal, state, and international tax filings, including preparation, review, and submission of supporting documentation. Monitor and interpret tax law changes to maintain compliance and identify tax-saving opportunities. Develop strategies for responding to tax audits and coordinate practical responses. Collaborate with external tax advisors to develop tax strategies and enhance overall group tax efficiency. Evaluate and refine tax reporting processes to improve operational efficiency and accuracy. Develop internal tax awareness programs and compliance policies to reduce company-wide tax risk. Support M&A tax due diligence and provide input on tax-efficient deal structuring. Talent Management & Succession Planning: Supervise and mentor tax staff, providing technical guidance and performance feedback. Work alongside the current VP to facilitate a smooth transition and progressively assume leadership responsibilities. Other Responsibilities: Maintain open communication with other personnel and departments. Keep the EVP informed of status and progress. Maintain professional and technical knowledge through continuous learning and networking. Maintain professional conduct and ethical standards, complying with company policies. Perform other duties as required by management. Qualifications: Experience: 7-10 years of professional tax experience with a combination of both public accounting firms and corporate tax departments focusing on corporate and partnership income tax reporting, research, and planning. Education: A Bachelors degree in Accounting or Taxation is required, and a Masters degree in Taxation is preferred. Licenses & Certificates: CPA is preferred. Technical Knowledge & Skills: Requires advanced knowledge of Taxation, Tax research, and Financial accounting, as well as intermediate skills in Tax software, Tax research tools, and advanced skills in MS Excel. Proficiency in MS Word, PowerPoint, and Outlook is also expected. Familiarity with specific tax software like Onesource Income Tax and Sage Fixed Asset Software is expected. Expected Competencies: Operational Supervision. People Management. Fostering collaboration. Establishing policies & procedures. Excellent communication (oral and written) and interpersonal skills. Work Environment: Generally sedentary work, with occasional standing, walking, grasping, and light lifting. Minimal business travel may be required. May be required to work beyond normal business hours. English is required, but proficiency in Japanese is a plus. Remote work will be considered from the other state.

Job Title: Asset Manager Salary: $130,000-$155,000 Skills: Turnaround Asset Management, Distressed Assets, Value-Add Strategies, Financial Analysis, Property Management About the Real Estate Company / The Opportunity: Seize the opportunity to lead the recovery and repositioning of complex real estate assets for a forward-thinking organization in the real estate industry. As an Asset Manager specializing in distressed assets, you will play a pivotal role in restoring value and stabilizing performance across a portfolio of underperforming or distressed multifamily, commercial, and mixed-use properties. This remote position requires extensive travel nationwide, direct engagement with senior leadership, and the chance to drive meaningful impact through expertise in operational execution and financial oversight. Responsibilities: Conduct deep financial and operational reviews of distressed properties to diagnose causes of underperformance. Evaluate rent rolls, occupancy, expense trends, tenant quality, and market positioning to develop effective turnaround strategies. Create and implement comprehensive asset recovery plans, including leasing initiatives, expense controls, capital improvements, and management changes. Lead repositioning efforts for value-add assets with renovations, amenity upgrades, and rebranding. Partner with leasing, property management, and capital project teams to optimize rent pricing, marketing, and tenant retention. Monitor day-to-day property operations, recommending staffing changes, process improvements, and vendor renegotiations. Prepare and present asset updates and financial reports to leadership and external partners. Oversee CapEx planning and support refinancing, sale preparation, or recapitalization as assets stabilize. Must-Have Skills: 4+ years of experience in real estate asset management, specifically dealing with distressed asset turnaround Strong proficiency in financial modeling Ability to lead cross-functional teams and enact influence Bachelor's degree in Real Estate, Finance, Business, or related field.

A forward-thinking accounting firm is seeking a Senior Tax Manager for a partnership track position. The role involves leading tax planning and consulting for diverse clients while managing relationships and mentoring staff. Candidates must hold an active CPA license and have over 10 years of tax accounting experience. This position offers remote flexibility with minimal travel. Join a culture that values entrepreneurship and work-life balance! #J-18808-Ljbffr

Brief Description This position will be responsible for a variety of tax issues including preparation/review of federal, state, and local tax returns and income tax provision. Opportunities will also exist for exposure to various other specialty areas including: corporate income and franchise taxes, credits and incentives, sales/use/withholding taxes and other special projects. This role will be involved in day-to-day projects within the Tax team and will have the opportunity to work with other functional groups, including finance, human resources, legal, R&D and IT, as well as external advisors. Essential Functions Responsibilities for this position will include, but not be limited to, the following: Preparation/review of federal/state/local income tax returns; including: reconciling book to tax differences; preparing state and local apportionment and state adjustment schedules; and preparing and maintaining tax attribute schedules; Preparation/review of federal and state income tax estimates and extensions; Supervising information gathering for tax provisions and tax returns; Preparation/review of quarterly and annual income tax provision, including: current calculation; maintaining deferred tax balances, uncertain tax positions, and TARF; and other related schedules/memo and disclosures; Preparation of tax account forecasts and monthly accruals; Assist with research and supervision of responses to notices regarding federal, state, and local tax issues; Providing support and/or manage IRS and state income/franchise tax audits; Providing assistance with technical research on various tax issues; Maintaining proper audit and compliance documentation; Assist in the establishment of and ensures adherence to budgets, schedules, work plans, and performance requirements; Assist in developing and mentoring other members of the Tax team; and Assisting in ad hoc/special projects (e.g. Section 382 study, credit study, etc)as needed. Required Knowledge, Skills, and Abilities Highly organized with great attention to detail. Self-starter, with an ability to work independently and as part of a team. Ability to multi-task and handle a variety of tax assignments in a fast-paced environment including being flexible to geographic time zones. Ability to prioritize tasks appropriately, meet deadlines, execute with accuracy and recognize when issues need escalation. Strong communication skills (written and verbal) and analytical skills. Proficient in Excel, including pivot table and vlookup. Responsibilities may require a work schedule that may include working outside of “normal” work hours, in order to meet business demands. Required/Preferred Education and Licenses Seven to nine years of recent experience in US corporate income tax with a combination of Big Four and multinational corporate tax department. Experience with ASC 740 is required. Preference will be given to candidates with Big 4 experience. Bachelor's degree in Accounting or Business, or an equivalent combination of education and practical experience. CPA preferred. #J-18808-Ljbffr

A reputable CPA firm is seeking a Tax Manager or Senior Tax Manager. This fully remote role focuses on high-net-worth taxation and offers competitive compensation, flexible hours, and opportunities for advancement. Ideal candidates will have significant public accounting experience, strong communication skills, and a CPA. Join a supportive environment that values quality service and client relationships. #J-18808-Ljbffr

A professional services firm is seeking a Senior Tax Manager to provide tax compliance and consulting services primarily for high-net-worth individuals. This fully remote position requires 8+ years of experience in tax planning and a CPA certification. Responsibilities include leading client engagements, performing technical reviews of tax returns, and mentoring staff. The firm values flexibility and work/life balance, offering a supportive work environment with professional development opportunities. #J-18808-Ljbffr

A tax consulting firm is seeking a Senior Tax Manager in a fully remote role. You will provide tax compliance, consulting, and planning services primarily for high-net-worth individuals. The position requires a CPA and over 8 years of experience in tax planning, leadership skills, and a strong background in federal compliance. This role offers the opportunity to grow in a collaborative environment that values work/life balance, with competitive salary ranging from $122,300 to $231,870 based on qualifications. #J-18808-Ljbffr

A leading accounting and business advisory firm in Maryland is seeking an experienced senior tax professional. Responsibilities include managing tax processes and preparing complex tax returns. Candidates should have at least six years of public accounting experience, a CPA certification, and strong leadership skills. This position offers a flexible schedule and the opportunity for professional growth in a diverse environment. #J-18808-Ljbffr

A prominent global philanthropy fund is seeking a Senior Portfolio Manager for Field Innovation with a focus on tackling challenges in energy transition. The role involves strategic leadership in renewable energy finance and coal phase out, supporting initiatives through strong collaboration across sectors. Candidates should have substantial experience in relevant areas, particularly in coal finance, and excellent communication skills. The position offers a competitive salary range of $120,000-$140,000 and flexible work options including remote work for those in compatible time zones. #J-18808-Ljbffr

The ASPCA is seeking a detail-oriented and proactive Manager, Multimedia Assets to oversee the organization, accessibility, and strategic use of our growing library of photo and video content. This individual will play a critical role in ensuring our multimedia assets are well-maintained, legally compliant, easy to find, and effectively leveraged across teams to support the ASPCA's storytelling and brand efforts. Reporting to the Director, Multimedia Production, the Manager, Multimedia Assets will support content planning and delivery by organizing and curating mission-aligned collections for internal and external use. This includes helping to develop and maintain spotlight collections, content packs, and campaign toolkits that ensure teams across the ASPCA can easily access and deploy high-impact visual content. The ideal candidate is organized, collaborative, and knowledgeable in asset management best practices, with a working understanding of photography and video production. They will work closely with the multimedia team to support production workflows, including managing project files, archiving content, and maintaining storage systems. This role also serves as a resource for staff across departments-helping them locate the right content for their needs, understand how to use it appropriately, and raise awareness of what's available within our growing media library. Where and When You'll Work This position is based in New York City at the ASPCA's 8th Avenue office in New York, NY but does not require full-time onsite work; the role allows for flexibility to work from home to the extent approved by the manager and Department Head. This role involves 10%-20% travel. What You'll Get Compensation Starting pay for the successful applicant will depend on a variety of factors, including but not limited to education, training, experience, business needs, internal equity, market demands or budgeted amount for the role. The target hiring range is for new hire offers only, and compensation may increase beyond the maximum hiring range based on performance over time. The maximum of the hiring range is reserved for candidates with the highest qualifications and relevant experience. The expected hiring salary ranges for this role are set forth below and may be modified in the future. The target hiring range for this role is $72,000-$77,000. Benefits At the ASPCA, you don't have to choose between your passion and making a living. Our comprehensive benefits package helps ensure you can live a rewarding life at work and at home. Our benefits include, but are not limited to: Affordable health coverage, including medical, employer-paid dental, and optional vision coverage. Flexible time off that includes vacation time, sick and bereavement time, paid parental leave, 10 company paid holidays, and paid personal time off that allows you even more flexibility to observe the days that mean the most to you. Competitive financial incentives and retirement savings including a 401(k) plan with generous employer contributions - we match dollar for dollar up to 4% and provide an additional 4% contribution toward your future each year. Robust professional development opportunities including classes, on-the-job training, coaching and mentorship with industry-leading peers, internal mobility, opportunities to support in the field, and so much more. For more information on our benefits offerings, visit our website. Responsibilities: Responsibilities will include, but are not limited to: Asset Management & Accessibility (50%) Maintain and manage the ASPCA's digital asset management (DAM) platform, ensuring assets are organized, searchable, and up to date Create and enforce metadata standards, naming conventions, and organizational protocols that support ease of use and legal compliance Track licensing, permissions, and usage rights for all visual content, ensuring assets are used appropriately and within scope Regularly review and update asset categories, remove outdated materials, and upload new content in a timely and accurate manner Leverage asset usage data and analytics to identify content trends, inform future asset needs, and guide strategic decisions about photo and video coverage. Support content recaps and reporting efforts by tracking asset engagement and contributing to monthly activity summaries Respond to internal photo and video requests, helping staff identify and access assets that align with their needs and brand guidelines Promote awareness of the DAM platform and available content across departments through training, updates, and resource sharing Contribute to spotlight collections, content packs, and campaign toolkits by identifying and organizing assets that align with organizational priorities. Maintain clear records of asset usage and gaps in coverage, proactively identifying content needs based on organizational priorities Photo + Video Production Support (40%) Assist with photo and video capture for projects and events, as needed Assist with preparing multimedia assets for distribution, including basic editing, formatting and exporting for use across platforms. Ensure all content added to the library meets technical and brand standards Build and maintain strong working relationships with creative, editorial, and program teams to understand content needs and workflows Provide guidance on proper asset usage, file types, and export settings for digital and print channels Provide training to staff on photo + video asset library and best practices Additional Responsibilities (10%) Participate in departmental planning and cross-functional initiatives. Contribute to team brainstorming and creative ideation across marketing efforts. Perform other duties as assigned in support of the organization's mission and storytelling goals. Qualifications: Familiarity with DAM platforms (preferably Widen) and a strong understanding of metadata, tagging, and asset workflows Working knowledge of photo and video formats, file types, and usage best practices across digital platforms Strong organizational skills and attention to detail, with the ability to manage multiple projects and priorities Excellent communication and collaboration skills; comfortable working with cross-functional teams and providing training or support Ability to take initiative, solve problems, and work independently Basic photography and/or video capture and editing skills (Adobe Creative Suite, Lightroom, Photoshop, Bridge, Premiere Pro, etc.) Passion for animal welfare and alignment with the ASPCA's mission Exemplifies the ASPCA's Core Values: Has Commitment and dedication to improving the lives of animals Demonstrates Ownership and feels responsible for outcomes Believes in Team - that we are stronger together Seeks to Elevate others and reimagine what is possible Focuses on Impact, specifically making change for animals Work Experience: At least 3 years of experience in digital asset management 3+ years in visual content production, or related role preferred, but not required Experience working in a nonprofit or mission-driven organization is a plus, but not required. Qualifications: Language: English Education and Work Experience:

• Build and manage strong client relationships across the specific region • Take over client management once job briefs are submitted • Present quality\-matched candidates provided by the recruitment team • Facilitate and follow up on interviews promptly • Keep up communication via calls, email, and video - phone preferred as first step • Respond to client queries and manage workloads proactively • Manage a portfolio of approximately 100+ clients (volume may fluctuate) • Make smart decisions quickly, always with Virtual Coworker's standards and business policies and procedures in mind • Identify and convert opportunities to grow client accounts through additional roles, increased hours • Assist with facilitating discovery calls when required • Identify and convert opportunities to grow client accounts through additional roles, increased hours, and proactive relationship development KPIs: • Maintaining the current portfolio by ensuring all clients are called at least once per month. • Clients are called within 4hrs of endorsed candidates. • ≥ 95% of active clients retained per quarter (within a controllable framework). • 100% of client emails\/calls responded to within 24 hours. • Minimum of 10% of portfolio converted to additional role or hours increase per quarter. • Minimum placement number per month (adjusted as per month and team target). "}},{"field Label":"Must Haves","uitype":110,"value":"• Excellent communicator with a confident, professional phone manner and comfortable with phone calls as the first point of contact. • A sales person who is always on the lookout for an opportunity to upsell or add value to a clients business. • Strong decision\-maker who can think on your feet and respond quickly. • High attention to client-candidate match quality \- you don't just fill roles, you make meaningful placements and ensure they align with the client expectations. • Exceptionally organised and able to juggle multiple client needs without missing a beat. • Committed to following the Virtual Coworker process and delivering strong outcomes for yourself, team and Virtual Coworker. • Proud of your ability to understand and genuinely connect with clients, building trust through every interaction."},{"field Label":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements: · Perfectly working headset and webcam · Stable internet connection of at least 25 Mbps ~ 50 Mbps · Up to date computer system with a minimum of Windows 10 or later and mac OS Monterey (12.0) or later · Quiet room with no distractions or background noises · A backup plan if the power goes out or if your internet connection becomes unstable during your shift Only applicants meeting the strict criteria above will be contacted."},{"field Label":"Connect With Us","uitype":110,"value":"https:\/\/virtualcoworker.com.ph https:\/\/virtualcoworker.com\/our\-culture https:\/\/********************************* https:\/\/*************************************************** Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","job OtherDetails":[{"field Label":"Job Category","uitype":2,"value":"Virtual Assistant"},{"field Label":"Work Schedule","uitype":1,"value":"Monday to Friday, 8:00AM\-5:00PM Pacific Standard Time"},{"field Label":"Hours Per Day","uitype":2,"value":"Full Time - 8 hours per day"},{"field Label":"Industry","uitype":2,"value":"Recruitment"},{"field Label":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"field Label":"City","uitype":1,"value":"West Hollywood"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"90069"}],"header Name":"Client Relationship Manager for Virtual Coworker (Home Based Full Time)","widget Id":"***********0390320","is JobBoard":"false","user Id":"***********0027001","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"***********7227027","FontSize":"12","location":"West Hollywood","embedsource":"CareerSite","logo Id":"idwop0ece2fcac21a443ba16938fb832bdc3b"}

This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Retail Partner Strategy & Growth Planning Develop detailed growth plans for assigned retail partners Translate retail broker operating models into actionable CRC strategies Identify priority segments, coverage lines, and execution opportunities Continuously refine plans based on market feedback and results Relationship & Stakeholder Leadership Serve as a senior, credible interface with retail broker leadership Build trust-based relationships focused on long-term partnership, not transactional placement Cross-Functional Execution Coordinate across CRC producers, placement teams, operations, and leadership Drive execution without direct authority, aligning diverse stakeholders around shared goals Ensure follow-through against agreed strategies and timelines Market & Competitive Insight Bring current, first-hand insight from carrier distribution or competitor environments Track competitor positioning and retail broker behavior in target segments Provide feedback to leadership on where CRC should invest or adjust approach Executive Communication Present clear execution plans and progress updates to CRC leadership Confidently articulate strategy, risks, and outcomes with executive presence EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 8-10+ years of experience in roles at both carriers and retail brokerage firms is required. CERTIFICATIONS, LICENSES, REGISTRATIONS n/a FUNCTIONAL SKILLS Required Significant experience working with large national retail brokers Strong background in carrier distribution, broker engagement, or strategic accounts Proven ability to build and execute structured growth plans Highly self-directed, organized, and proactive Preferred Current or recent role at a carrier or specialty distributor Experience focused on the specific broker segments CRC is targeting Prior exposure to wholesale brokerage or specialty markets The annual base salary for this position is $137,000.00 - $157,000.00. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Client Relationship Manager Location: United States Workplace Type: Remote Job Summary The future is bright for the Porch Group, and we'd love for you to be a part of it as our Client Relationship Manager. We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships. You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements. The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset. What You Will Do As A Client Relationship Manager Works closely with Client Development team to support accounts. Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services. Understands and can effectively articulate the PGM portfolio of products and services to clients. Demonstrates an understanding of clients' business as well as their goals and requirements. Communicates regularly with clients to continuously monitor the health of the relationship. Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations. Marketing program production oversight, including tasks such as building audiences, managing self-service platforms, developing timelines and communicating program requirements to clients. Managing audience creation and user experiences across digital marketplaces. Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables. Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience. Handles automated or transactional usage reporting and forecasting in MS Dynamics. Documents the operations, timeline, and delivery of projects and opportunities. Embraces company's culture and drives to achieve month, quarterly, and annual budget goals What You Will Bring As A Client Relationship Manager · Aptitude and experience in current and trending direct and digital marketing channels · Experience with digital marketplace management functions · Outstanding knowledge of MS Office programs and MS Dynamics CRM software · Excellent communication/presentation skills (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization). · Excellent verbal and written communication, both in person and virtual presentation skills. · Excellent organization and time-management skills. · Strong work ethic and high personal standard of quality. · Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment. · Brings professionalism, positive energy, and enthusiasm to the team. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio. · Goal oriented, flexible thinker. Embraces change as an opportunity for improvement; not satisfied with status quo. · Project management experience, with the conceptual ability to visualize project life cycle. · Proactively proposes solutions that drive projects forward and independently identifies opportunities for improvement. · Excel at navigation and leveraging multiple technical platforms to execute tasks. The application window for this position is anticipated to close in 2 weeks (10 business days) from October 2nd, 2025. Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia. What You Will Get As A Porch Group Team Member Pay Range*: $52,500 - $70,000 Annually *Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing. Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose. Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis. We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options. We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans. Both traditional and Roth 401(k) plans are available with a discretionary employer match. Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation. Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes. LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more. Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs. #LI-ED1 #LI-Remote What's next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

Blink Health is the fastest growing healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products - BlinkRx and Quick Save - remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes for patients. BlinkRx is the world's first pharma-to-patient cloud that offers a digital concierge service for patients who are prescribed branded medications. Patients benefit from transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to discover that they can't afford their medication, their doctor needs to fill out a form for them, or the pharmacy doesn't have the medication in stock. We are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation. Join us! The Opportunity: We are actively seeking a dedicated Partner/Client Relationship Manager with a focus on strategic account management and experience working with pharmacies. In this pivotal role, you will be responsible for managing relationships with our pharmacy network, emphasizing proactive account management, supply chain optimization, and adherence to service level agreements (SLAs). You will be responsible for: Supply Chain Optimization: Collaborate closely with suppliers to identify and proactively mitigate potential issues in the supply chain. This includes addressing inventory disruptions, pricing concerns, and routing challenges. Point of Contact (POC): Serve as a point of contact for day-to-day matters, including direct purchase agreements, order-related inquiries, and regular business reviews (WBRs/MBRs). SLA Definition and Management: Ensure adherence Service Level Agreements (SLAs) with pharmacy partners, monitoring performance and taking corrective actions as necessary. Contract Management: Manage administration of contracting with a focus on optimizing supply chain efficiency and fostering positive, long-term partnerships. Issue Resolution: Proactively identify and address any challenges or concerns faced by clients, working collaboratively with internal teams, particularly Revenue/Growth, Product, and Engineering to find effective solutions. Collaboration with Internal Teams: Work closely with internal teams, including Revenue/Growth, Product, Engineering, Patient Services, Finance and Legal teams, to ensure seamless onboarding and ongoing collaboration with pharmacy partners. SOP Development: Develop relevant internal and external SOPs to reflect market best practice, partnering with internal stakeholders and providing direction to our external pharmacy partners. A successful applicant will fit the following criteria: Analytics & Account Management Experience: Minimum of 6 years of experience in management consulting, operations/program management experience, and/or strategic account management at a high-growth startup (pharmacy experience and/or healthcare tech experience is preferred). Supply Chain Expertise: In-depth understanding of supply chain dynamics, with the ability to identify and address potential issues proactively. SLA Management: Experience in defining, implementing, and managing Service Level Agreements with an emphasis on performance monitoring. Communication Skills: Strong verbal and written communication skills, with the ability to convey complex information clearly and concisely. Results-Oriented: Track record of achieving and surpassing strategic account management targets. Adaptability: Ability to thrive in a dynamic and fast-paced environment, adapting to changing priorities. Why Join Us: It is rare to have a company that both deeply impacts its customers and is able to provide its services across a massive population. At Blink, we have a huge impact on people when they are most vulnerable: at the intersection of their healthcare and finances. We are also the fastest growing healthcare company in the country and are driving that impact across millions of new patients every year. Our business model not only helps people, but drives economics that allow us to build a generational company. We are a relentlessly learning, constantly curious, and aggressively collaborative cross-functional team dedicated to inventing new ways to improve the lives of our customers. We are an equal opportunity employer and value diversity of all kinds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

The Client Relationship Manager has full command of their aligned market, serving as a direct resource for Key Business Partner Account Management Teams. Responsibilities include but are not limited to: providing a highly personalized client and broker experience dedicated to educating contacts and brokers on coverage and the tools and resources that are available to them, assisting with all day to day requests and service escalations, claim and benefit inquiries, billing and invoice questions, payment verification, generating reports, general guidance with compliance related matters, collaboration with internal departments, group set-up support and ancillary services implementation. The position is responsible for the overall client satisfaction of their assigned account. ESSENTIAL FUNCTIONS Serves as primary point of contact between the Key Business Partner Account Management, Sales, Agents/Brokers, Employer Groups and various Allied departments to provide oversight of plan administration. Represents Allied at business functions to promote positive image of the company Maintains and has ownership of a block of key accounts Monitors overall customer experience of individual book of business including call metrics, claim account metrics and performance guarantees to improve client and customer satisfaction. Strong understanding of New Business and Reissue submission paperwork received from BPO Clients to ensure plan details are communicated correctly to the BPO Core Group and for Customer Service Questions. Cultivates strong, productive, and influential relationships with Key Business Partners, driving retention and new business growth. Support facilitation of the renewal of existing cases by management of overall service and maintaining service level expectations. Client facing providing support during onboarding process and is capable of independently resolving issues while improving the overall client experience Fosters a sense of urgency and commitment to achieve goals resulting in the ability to influence the organization to meet and exceed customer expectations Executes effective resolutions for escalated client issues including root cause analysis to mitigate future concerns Executes effective resolutions for routine problems (i.e., billing, employer and member concerns, etc.) by working with the appropriate departments and the client to ensure resolution. Partners with Senior staff to proactively address critical issues. Troubleshoot, identify, and improve internal processes with various Allied departments. Collaborates with the Allied Compliance team to stay up to date on all compliance and regulation topics. Provide communication to clients regarding ACA compliance Provide Administrative Procedures and website training Produce and analyze Ad Hoc reporting when requested Demonstrates Excellent interpersonal communication skills, both written and verbal, with the ability to tailor messages to the appropriate audience Demonstrates strength and understanding of all workflows and business processes to execute the overall service strategy for BPO Clients. Other duties as assigned. EDUCATION Bachelor's degree or equivalent work experience required. Producer's license preferred. EXPERIENCE AND SKILLS 3-5 years Group Health Insurance/Benefits experience required, preferably in an Account Management or client facing role Excellent verbal and written communication skills. Excellent sales and customer service skills. Proficient with Microsoft Office Suite or related software. Ability to prioritize tasks and to delegate them when appropriate. Ability to function well in a high-paced and at times stressful environment. Strong sense of urgency Excellent time management skills with a proven ability to meet deadlines. Strong analytical and problem-solving skills. Self-starter with ability to be proactive and take independent action. Strong critical thinking skills. Team player and good listener. POSITION COMPETENCIES Job Knowledge Time Management Accountability Communication Initiative Customer Focus PHYSICAL DEMANDS This is an office environment requiring extended sitting and computer work WORK ENVIRONMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. Protect Yourself from Hiring Scams Important Notice About Our Hiring Process To keep your experience safe and transparent, please note: All interviews are conducted via video. No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager. If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process. For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems Your security matters to us-thank you for helping us maintain a fair and trustworthy process!

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success. Fitch Learning is seeking a Client Relationship Manager or Director of Sales. This is a remote role open to candidates located anywhere in the United States. About the Team: Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. * Requires travel approximately 20% to 40% of your time for client meetings and industry events. * This role is commission-eligible from day one. How You'll Make an Impact: Sales and Business Development * Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments * Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches * Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge You May be a Good Fit if You Have: * A Client Relationship Manager typically has 4+ years of experience, while a Director of Sales typically has 8+ years * Demonstrated prior experience in Commercial or Business Banking, with a solid understanding of client relationship management, portfolio growth, and revenue targets in financial institution settings * Hands-on familiarity with credit and lending products (e.g., term loans, revolving credit facilities, lines of credit, asset-based lending), including credit analysis, underwriting fundamentals, risk assessment, and deal structuring * Proven ability to translate banking product knowledge into consultative sales conversations-identifying client needs, articulating value propositions, and collaborating with stakeholders (RMs, credit teams, product) to drive adoption and close complex deals What Would Make You Stand Out: * Deep knowledge of the U.S. financial markets industry * Experience in financial education and learning solution design * Strong consultative, analytical, and strategic thinking skills * Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs Why Choose Fitch: * Fully Remote Work: This role is 100% remote with no requirement to be in an office; travel is limited to client meetings and industry events as needed * A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity * Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals * Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing * Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively * Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe * Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. The starting base annual salary for this role will be determined based on location, experience, and market data within the United States. Actual salaries will vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch's total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch. #LI-MH1 #LI-REMOTE Nearest Major Market: Austin

At Truckstop, we have transformed the entire freight-moving lifecycle with our SaaS solutions. From freight matching to payments and everything in between, we are the trusted partner for carriers, brokers, and shippers alike. We lead this industry forward with our One Team mindset committing to principles such as assume positive intent, have each other's back, and be your authentic self. Our drive for greatness produces high expectations, yet our regard for humans is even higher. Join a team of brilliant minds and generous hearts who care deeply about other's success. Job Title: Client Relationship Manager I Position Summary: The Client Relationship Manager I is considered the front-line ambassador, serving as the primary point of contact for clients. In this role, your primary focus will be on building strong client relationships, identifying and solving root causes of recurring issues, and collaborating with cross-functional teams to improve our products and services. You will have the opportunity to work directly with company executives and their finance departments. Essential Job Functions: Client communication via email and chat, Positive, proactive and open communications with customers using established channels. Provide information to customers by verifying their request; answering questions; and aiding assistance. Responding to moderately complex client queries Find a satisfactory solution to a given problem using standard operating procedures. Resolve basic product or service problems by clarifying the customer's concerns and determine the cause of the problem; select and explain the best solution to solve the problem; expedite correction or adjustment; follow up as needed to ensure resolution. Onboard new clients providing excellent customer service and making them feel welcome. Collaborate with the product team to improve client experience and automation opportunities. Build and nurture relationships with diverse clients, understanding their unique needs and contributing to their success. Learning to work with client data to derive insights, using data to proactively address potential issues and drive better outcomes for our clients and the business. Document account information to track daily/monthly trends. Position Requirements: High school diploma or equivalent, bachelor's degree preferred Proficient in Microsoft Office (Outlook, Excel, Word) and use of office equipment A minimum of two or more years of experience in a similar role is preferred Capabilities: Ability to become familiar with company products and navigate systems in a reasonable amount of time. Ability to learn client service capabilities and norms. Effective and strong communication skills both verbally and in writing Exceptional customer service skills with the ability to seek to understand and problem solve Ability to understand, problem solve and respond to customers' needs in a timely manner Displays meticulous attention to detail Demonstrated ability to communicate with business owners and finance professionals Ability to multi-task, prioritize work and manage own time to meet department goals and deadlines Ability to maintain collaborative effective working relationships within all areas of the company Support a team environment, focused on the greater good and eager to pitch in to help when needed Displays a proactive approach utilizing initiative, and great follow through skills The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or completed by the partner. FLSA Status: Non-Exempt Physical Demands: Minimum physical exertion. While performing the duties of this position, the employee is frequently required to sit, communicate, reach and manipulate objects, tools or controls. The position requires mobility. Duties involve moving materials weighing up to 5 pounds on a regular basis. Manual dexterity and coordination are required over 75% of the work period while operating equipment such as computer keyboard and mouse. Work Environment: The working conditions will vary between an office environment and a remote home environment. The ideal protected indoor work environment is a clean, non-hazardous work area. The noise level in the work environment is typical of most office or remote home environments with telephones, personal interruptions, and background noises. EEO Statement: Truckstop.com provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. At Truckstop we are dedicated to creating a workplace that is equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for commission based on meeting monthly targets. Final salary is based on a number of factors including market location, job-related knowledge, education/training, certifications, key skills, experience, internal peer equity as well as business considerations. The anticipated base pay range for this position is:$48,000-$60,000 USD The above description covers the most significant duties performed but does not include other related occasional work that may be assigned or is completed by the employee. Truckstop provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Truckstop participates in the E-Verify program. Learn more about the E-Verify program here: ************************* Truckstop Privacy Policy