Financial Services CSM: Growth & Renewal Strategist
$70.4k - $96.7kSeismic
Seismic is seeking a Customer Success Manager for mid-market financial services in San Diego, California. The role focuses on building strong customer relationships and executing adoption plans. You will collaborate with customers to define success metrics and upsell opportunities while ensuring customer satisfaction through expert product knowledge and internal collaboration with various departments. The position offers a competitive salary range of $70,400 to $96,700 USD annually, plus eligibility for incentive plans. #J-18808-Ljbffr Seismic
$70.4k - $96.7k
Overview As a Customer Success Manager ~ Financial Services (CSM), you will play a pivotal role in... ...unique needs, identify opportunities for growth, and drive value attainment. You will... ...and identify upselling opportunities. Renewal Management: Maintain accurate renewal...SuggestedWork at office$107k - $184.6k
Senior Customer Success Manager II - Financial Services About Us: Seismic is the global leader in... ...-to-market leaders to drive strategic growth and deliver exceptional customer experiences... ...Services client base. Ensure renewal of assigned accounts. Maintain accurate...SuggestedRemote jobWork at officeWorldwideShift work- ...Anywhere Real Estate is looking for a Senior Growth Consultant to drive growth and engagement strategies for Coldwell Banker franchisees. This role emphasizes retention, growth, and optimization while managing assigned processes and projects. The consultant will work...SuggestedRemote workWork from home
- ...support while managing existing client accounts and preparing renewal and new business presentations. You will lead client strategy meetings... ...should have a Bachelor's degree and 3-5 years of client service experience, including knowledge of insurance terminology and strong...Suggested
- ...Landscapes is seeking a Maintenance Installation Business Developer in San Diego, California, to drive growth by securing contracts for landscape construction services. Your responsibilities will include building relationships with clients, developing proposals, and...Suggested
$98k - $110k
Slalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy... ...Optimization including: Business and Growth Strategy Development Financial, Business and Process Analysis... ...ways of working, and new products and services to life. We are trusted by leaders...Temporary workLocal area- A digital marketing agency is seeking a Social Media Strategist to manage client accounts and execute Paid Media strategies. The ideal candidate... ...based in the United States with significant leadership opportunities and a focus on innovation and growth. #J-18808-Ljbffr DirectiveRemote job
$80k - $120k
...Business Development Specialist in San Diego, CA. This role involves establishing strong client relationships and driving business growth across various regions including Los Angeles and Orange County. Ideal candidates will have significant experience in business development...- ...serving the needs of over 40+ million US consumers to file their annual tax returns, is looking for an experienced Principal Growth Strategist for the TurboTax Growth Strategy, Core Tax team focused on managing the 'Do it with Me' tax filing product and the mix of the...Work experience placementLocal area
- ...multiple client accounts for TikTok and Meta platforms. The ideal candidate has 2+ years of experience, a strong track record in audience growth, and skills in creative content creation. Enjoy a flexible hybrid working schedule, paid holidays, and more. #J-18808-Ljbffr...Flexible hours
- A leading company in the financial sector seeks a SBA Business Development Officer II to drive SBA loan generation and new business relationships... ...area. The role requires extensive experience in financial services and a focus on achieving significant annual production...
- ...agency in San Diego is seeking a passionate Senior Social Media Strategist to join their innovative team. This role is pivotal in... ...conversion. The ideal candidate will be a strategic thinker with a growth mindset, eager to contribute to a fast-growing agency culture where...
$80k - $120k
...seeks experienced Amazon Brand Managers to oversee eCommerce brands in San Diego. You will manage product portfolios, enhance brand growth strategies, and maintain crucial client relationships on Amazon. The ideal candidate has a Bachelor's degree, strong analytical and...$90k - $120k
A leading Amazon growth partner in San Diego is seeking an experienced eCommerce Sr Advertising Strategist. You will take charge of leading digital ad campaigns on Amazon, optimize strategies, mentor junior team members, and analyze data to drive performance. With a compensation...$130k - $200k
jobs.frontdoordefense.com is seeking a Senior Staff Customer Success Manager to oversee large enterprise customer accounts in San Diego, California. This role focuses on ensuring successful deployment of AI-powered defense systems, developing customer success plans, and...- ...This position offers a unique opportunity to collaborate closely with the executive team, providing strategic insights on business growth, product development, and market positioning. You'll leverage your extensive experience to help entrepreneurs navigate the complexities...
- ...skills, and a passion for helping clients succeed. The position includes the ability to manage campaigns, analyze metrics, and foster client relationships. This role offers a hybrid work environment and opportunities for professional growth. #J-18808-Ljbffr Wonderist Agency
$107k - $147k
Senior Customer Success Manager II ~ Financial Services Overview The Customer Success Manager's primary responsibility is to drive product... ...strategize ways to help mitigate churn Manage the customer contract renewal process and maintain a renewal forecast You love engaging...Contract workWork at officeShift work- ...Sedgwick Claims Management Services Ltd is seeking a Client Services Manager to manage client service programs remotely in California.... ...experience and a bachelor's degree. Responsibilities include managing renewals, serving as primary client contact, and leading team members....Remote work
- ...San Diego, California, seeks a Client Manager to provide technical advice and customer service to clients, while developing new accounts. The role demands growing both new and renewal business, coordinating marketing searches, and maintaining client relationships....
$186.56k - $310.93k
...ll find the ingredients you need at LPL Financial to shape your success while helping clients... ...The Vice President, High Net Worth Strategist provides partnership with advisors serving... ...primarily with colleagues within HNW Planning Services, Advisory & Brokerage, LPL Research,...Temporary workApprenticeshipWork from home- A leading fintech company is seeking a Client Relationship Manager in San Diego to drive business growth and expand client relationships. The ideal candidate will have 2+ years of client-facing experience in the insurance industry, and an active Life & Health license....
- ...mentor team members. You will ensure clients receive exceptional service by guiding them through complex projects and delivering... ...offers competitive pay, comprehensive benefits, and opportunities for professional growth. #J-18808-Ljbffr Arthur J. Gallagher & Co. (AJG)
$325k - $425k
...in San Diego is seeking a Tax Partner within its Private Client Services practice. This role entails providing integrated tax advisory... ...engagements, driving business development, and overseeing team growth and mentorship. Qualified candidates will have extensive tax experience...Private practice- ..., facilitating credit solutions, and actively generating new business. Ideal candidates will possess extensive experience in financial services, particularly in healthcare sectors, and excel in building client relationships. The position offers a hybrid work schedule and...
- A digital media marketing agency in San Diego seeks a Brand Strategist to drive client success in Amazon marketplaces. Responsibilities include auditing accounts, creating tailored strategies, and fostering client relationships. Ideal candidates should have 3+ years in...
$50k - $65k
A digital marketing company is looking for an SEO Specialist to enhance website visibility and drive organic traffic. The role involves conducting keyword research, implementing best practices for on-page and off-page optimization, and collaborating with the marketing team...- Wonderist Agency - Dental Marketing in San Diego is looking for an SEO Specialist to manage and optimize a portfolio of client accounts in a dynamic agency environment. This role requires strong communication skills and a proactive approach to implementing innovative SEO...Local area
- Directive in San Diego is seeking a Paid Strategist to oversee and lead social media accounts, create strategies for clients, and optimize paid media campaigns, particularly on platforms like LinkedIn. The ideal candidate has 2+ years of digital marketing experience and...Remote job
- ...Technology, Industrial, and Services verticals, that system... ...something. Paid Strategist (Internal Title:... ...KPIs, such as client growth and goal attainment. Core... ...that create consistent renewals Cross‑sell services that... ...Paid Parental Leave Financial—Traditional and Roth 4...Remote jobWork at officeHome office
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