Senior Remote Client Success Manager, Retirement Plans
DEFINITI LLC
- 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
$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 workSeniorRetirementContract workWork at officeFlexible hoursShift work$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 workSeniorRetirementFull timeTemporary workWork experience placementWork at officeLocal areaFlexible hoursNight shift3 days per week- 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...SeniorRetirement
- ...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 workSeniorRetirementFull timeWork at officeShift work
$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 workSeniorRetirement- ...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 workSeniorFull time
- ...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 workRetirementFull time
$110k
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...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 workSeniorRetirementLocal areaFlexible hours- 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 jobSeniorRetirement
$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 workRetirementFull timeWork experience placementSummer workWork at officeLocal area- 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 jobSenior
$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 workSeniorRetirementWork at officeLocal area3 days per week- 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 jobSenior
- ...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 workSeniorRetirementLocal areaFlexible hours2 days per week3 days per week
$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 workSeniorContract workCasual workImmediate start$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 workSeniorContract work$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 workSeniorFlexible hours$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 workSeniorFull timeTemporary workImmediate startHome officeFlexible hoursShift workNight shift$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 workSeniorRetirementTemporary workWork experience placementWork at office$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 workSeniorLocal areaWork from homeFlexible hours$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 workRetirementFull timeLocal areaFlexible hours- ...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 workSeniorPermanent employmentWorldwideShift work
$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 workSeniorRetirementContract workWork at officeImmediate startWork from homeShift work$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 workRetirementFull timeContract workTemporary workLocumWork at office$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 workRetirementLong term contractWork at officeLocal areaFlexible hours- ...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 workRetirementTemporary workLocal areaWorldwide
- 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 workRetirementFlexible hours
$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 workSeniorRetirementFull time$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 workSeniorRetirementLocal areaShift work
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