Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Remote Client Success Manager, Retirement Plans

DEFINITI LLC

New York, NY
  • Remote job

Definiti LLC is seeking a Client Success Manager II to oversee client success activities for complex retirement plans and higher-revenue clients. You will ensure timely completion of plan tasks, monitor deadlines, and facilitate communication between clients and internal teams. This role requires proactive problem-solving, strong written and verbal communication, and collaboration with Retirement Plan Consultants. #J-18808-Ljbffr DEFINITI LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Remote Client Success Manager, Retirement Plans in New York, NY vacancy
  • $85k - $105k

     ...to grow your career as a Senior Client Success Manager . We’re a social enterprise...  ...drive strategic account planning. They also mentor junior team...  ...~ Note: This position is remote; employees are eligible to...  ...and dental premiums ~ Retirement plan + company match up to... 
    Remote work
    Senior
    Retirement
    Contract work
    Work at office
    Flexible hours
    Shift work

    Committee for Children

    Glendale, CA
    2 days ago
  • $104.1k - $172.5k

     ...supported. Your role at a glance The Senior Client Success Manager is responsible for the onboarding,...  ...onsite presence 3 days a week plus remote work. Regular time spent in data centers...  ...flexible spending account, and 401k retirement plan to create a rich Total Rewards... 
    Remote work
    Senior
    Retirement
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift
    3 days per week

    NTT DATA

    Mesa, AZ
    2 days ago
  • Ascensus in Dresher, PA is seeking a Client Service Manager to deliver high-quality account management...  ..., retention, and efficient plan administration. You will be the primary...  ...Relationship Managers to resolve issues, provide retirement plan expertise, and train Advisors and... 
    Senior
    Retirement

    Ascensus

    Dresher, PA
    3 days ago
  •  ...Role Description The Senior Manager, Client Strategy & Growth...  ...The primary measure of success is client growth and...  ...reviews and development plans. Raise the quality...  ...~ Paid time off ~ Retirement plan ~ Vision insurance...  ...encouraged to apply Work Location: Remote... 
    Remote work
    Senior
    Retirement
    Full time
    Work at office
    Shift work

    Triadex

    United States
    4 days ago
  • $160k - $200k

     ...Job Description Client Summary: Healthcare...  ...: Own the success of a small portfolio of...  ...conversations to learn how care management and population health...  ...confidently with senior stakeholders...  ...Leave - 5 days / year Retirement Benefits - 401k with a... 
    Remote work
    Senior
    Retirement

    Direct Recruiters

    United States
    2 days ago
  •  ...strategic partner for enterprise-level customers, the full-time Senior Client Success Manager will own post-sales relationships, drive customer success, and optimize business processes while working remotely. Key responsibilities: Act as the primary advisor for high-... 
    Remote work
    Senior
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  •  ...Managing client success activities for complex retirement plans, the full-time Client Success Manager II will ensure timely completion of plan tasks, facilitate...  ...and support client retention efforts in a fully remote environment. Key responsibilities Serve as the primary... 
    Remote work
    Retirement
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  • $110k

     ...Red Hawk Technologies is looking for a Senior Client Success Manager to own our \"Summit\" book of business - our largest accounts. This is a senior...  ..., client satisfaction scores, and mentoring impact ~ Remote-first role with priority given to candidates in Ohio and Northern... 
    Remote work
    Senior
    Contract work

    Red Hawk Technologies

    New York, NY
    4 days ago
  • $100k - $110k

     ...Senior Customer Success Manager We inspire people to achieve great things together...  ..., developing success plans aligned with customer goals...  ...Account Management, or related client-facing roles, preferably...  ...and disability insurance, a retirement savings plan, wellness... 
    Remote work
    Senior
    Retirement
    Local area
    Flexible hours

    Staffbase

    United States
    4 days ago
  • Lincoln Financial Group is seeking a Senior Relationship Manager to lead a client service team and act as the single point of accountability for plan sponsors and financial professionals...  ...plan optimization across large retirement plans. The position requires 5+ years... 
    Remote job
    Senior
    Retirement

    Lincoln Financial Group

    New York, NY
    2 days ago
  • $85k - $105k

     ...Wealthspire, a leading wealth management, institutional...  ..., families, retirement plans, endowments, and other...  ...management, empowering clients to navigate complexity...  ...and The Client Success Manager is responsible...  ...model with in-office and remote flexibility... 
    Remote work
    Retirement
    Full time
    Work experience placement
    Summer work
    Work at office
    Local area

    Fiducient Advisors

    Washington DC
    3 days ago
  • Brynson is seeking a Client Success Manager to own client relationships across both our SaaS platform and managed services, from onboarding through ongoing delivery, adoption, problem-solving, and growth. You will be highly client-facing, comfortable with technology, and... 
    Remote job
    Senior

    Brynson

    Brooklyn, NY
    4 days ago
  • $120k - $140k

     ...dataseat.com) Customer Success team in New York....  ...'re looking for a client-focused, data-...  ...and challenges Manage end-to-end campaign...  ...Develop strategic plans to enhance...  ...security with our 401(k) Retirement plan with company...  ...currently have a hybrid remote work policy. All... 
    Remote work
    Senior
    Retirement
    Work at office
    Local area
    3 days per week

    Verve

    New York, NY
    1 day ago
  • Champion Tax Relief, Inc. is seeking an experienced, case-management oriented administrator to serve as the backbone of the client experience. You will manage documentation, maintain case accuracy, and communicate with clients to keep engagements on track. This is not... 
    Remote job
    Senior

    Champion Tax Relief, Inc.

    Seattle, WA
    1 day ago
  •  ...The Opportunity As a Senior Customer Success Manager, you will guide a portfolio...  ...maintain clear success plans for each account, connecting...  ...London, Orbus Software serves clients across finance, healthcare...  ...your future : We provide retirement, healthcare, life... 
    Remote work
    Senior
    Retirement
    Local area
    Flexible hours
    2 days per week
    3 days per week

    Orbus Software

    United States
    3 days ago
  • $125k - $140k

     ...EnergyHub’s Client Success team launches and operates best-in-class programs for electric utilities...  ...devices. As a Sr Client Success Manager on the Client Success team, you will be...  ...achieves results. Overview As a Senior Client Success Manager, helping our clients... 
    Remote work
    Senior
    Contract work
    Casual work
    Immediate start

    EnergyHub

    United States
    2 days ago
  • $110k

     ...Senior Client Success Manager This position is listed on behalf of a partner company, who manages all...  ...priorities, opportunities, risks, and future plans. Develop and maintain trusted-...  ...scores, and mentoring impact. ~ Remote-first working environment with... 
    Remote work
    Senior
    Contract work

    Jobgether

    United States
    3 days ago
  • $110k - $160k

     ...have the opportunity to manage client accounts with leading health plans and providers across the...  ...organizations, and ensure successful implementation, adoption...  ...and presentations (remote and in-person) with cross...  ...Customer stakeholders, both senior and junior, representing... 
    Remote work
    Senior
    Flexible hours

    AVP

    Santa Monica, CA
    1 day ago
  • $65k - $80k

     ...Senior Client Success Manager BlackCloak's mission is to protect corporate executives and high-profile...  ..., and building tailored security plans that go beyond standard onboarding....  ...communication skills ~ Ability to work in a remote environment with a high degree of... 
    Remote work
    Senior
    Full time
    Temporary work
    Immediate start
    Home office
    Flexible hours
    Shift work
    Night shift

    Blue Heron Capital

    United States
    2 days ago
  • $100k - $120k

     ...Senior Customer Success Manager New York, New York, United States For over 25...  ...and own long-term account plans aligned to C-suite and senior...  ...with Global Relay's Client Services teams to drive platform...  ...bonuses, and a 401(k)-retirement plan with company contribution... 
    Remote work
    Senior
    Retirement
    Temporary work
    Work experience placement
    Work at office

    Global Relay

    United States
    3 days ago
  • $100k - $120k

     ...platform, purpose-built to help marketers plan, activate, and optimize data-driven...  ...DeepIntent is seeking an experienced Senior Client Success Manager to join our Client Success team. This...  ...flexible PTO policy and paid holidays, remote friendly culture with flexible work options... 
    Remote work
    Senior
    Local area
    Work from home
    Flexible hours

    DeepIntent

    New York, NY
    1 day ago
  • $31.2k - $78.65k

     ...Job Title  Client Success Manager Job Description For...  ...via strategic account planning, and the strategic identification...  ...to their account’s senior leadership and by...  ...includes: - Remote work provides a flexible...  ...- Comprehensive Retirement Package automatically... 
    Remote work
    Retirement
    Full time
    Local area
    Flexible hours

    Kaplan

    Remote
    3 days ago
  •  ...global company with employees working remotely across nearly every U.S. state, as...  ...every interaction matters - with our clients, with each other, and with the schools...  ...communities around the world SUMMARY The Senior Client Success Manager (CSM) at Finalsite is a strategic,... 
    Remote work
    Senior
    Permanent employment
    Worldwide
    Shift work

    Finalsite

    Glastonbury, CT
    4 days ago
  • $105k - $110k

    Job Title:Senior Partner Success Manager (Remote)Job DescriptionJoin our award-winning One...  ...Concentrix partners with clients and strategic ecosystem...  ...outcomes.Assess delivery plans, implementation approaches...  ...assistance program (EAP), 401(k) retirement plan, paid time off and... 
    Remote work
    Senior
    Retirement
    Contract work
    Work at office
    Immediate start
    Work from home
    Shift work

    Concentrix

    Austin, TX
    3 days ago
  • $68k - $72k

     ...Client Success Manager Remote | Full-Time | Exempt Role Summary The Client Success Manager is a client-centric, highly consultative...  ...Legal Assistance, Identity Protection, Pet Coverage Retirement Plan with Employer Match Generous vacation plan + 8.5 paid... 
    Remote work
    Retirement
    Full time
    Contract work
    Temporary work
    Locum
    Work at office

    Travel Nurse Across America

    United States
    3 days ago
  • $80k - $105k

     ...especially when it comes to managing finances. TrueML’s...  ...This Role: As a Senior Client Success Manager, you will...  ...Execute strategic account plans to maximize Gross and...  ...Traditional/Roth retirement savings options...  ...merchants nationwide Remote Work, Travel Expectations... 
    Remote work
    Retirement
    Long term contract
    Work at office
    Local area
    Flexible hours

    TrueML

    Remote
    4 days ago
  •  ...Role In this fast paced client-facing role, you will...  ...our CS Associates and Managers. This role demands a...  ...experience as a Client Success Manager within digital...  ...and/or health plans, and knows how to effectively...  ...traditional or Roth 401k retirement plan options which... 
    Remote work
    Retirement
    Temporary work
    Local area
    Worldwide

    Hinge Health

    United States
    17 hours ago
  • 340B Client Success Manager The 340B Client Success Manager is responsible for developing key client relationships. This role will serve...  ...insurance ~ Flexible Spending Account (FSA) ~ Dental and vision insurance ~401(k) retirement plan ~ Paid time off... 
    Remote work
    Retirement
    Flexible hours

    Pillr Health

    United States
    2 days ago
  • $120k - $150k

    Senior Technical Customer Success Manager We’re hiring a Senior Technical Customer Success Manager...  ...: $100,000 - $120,000+ Retirement Plan (401k Match / IRA Options) Fully Remote Role Best‑in‑Class Vacation...  ...Own and maintain long‑term client relationships Lead technical... 
    Remote work
    Senior
    Retirement
    Full time

    Search BizAthletes

    Washington DC
    4 days ago
  • $350k - $385k

    LOCATIONThis is a remote position that...  ...accelerating. The key to AI success is intelligent...  ...to manage it. Customers are...  ...JOB SUMMARYAs a Senior Client Executive at NetApp...  ...including account planning, discovery, MEDDICC...  ...Life Insurance, Retirement or Pension Plans,... 
    Remote work
    Senior
    Retirement
    Local area
    Shift work

    NetApp

    Nashville, TN
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Remote Client Success Manager, Retirement Plans. Be the first to apply!