Director of Client Experience & Engagement — AI-Driven Ops
$90k - $120kParallel Financial
Parallel Financial is seeking a Director of Client Experience & Engagement in Greenville, SC (Hybrid). As a pivotal role in our $2B RIA platform, you will enhance client service workflows, choose vendor partnerships, and leverage AI for operational efficiencies.
The ideal candidate has 5–10 years in RIA operations, is fluent in Schwab and Fidelity, and can lead a team to deliver outstanding service. Total compensation ranges from $90,000 to $120,000 based on experience.
#J-18808-Ljbffr$90k - $120k
...Director of Client Experience & Engagement Fiduciary Alliance | Parallel Financial | Greenville, SC (Hybrid) We are a $2B RIA platform serving 25+ advisors... ...of our business next year, and which don't. Putting AI to work across our operations and driving the next wave...SuggestedLive out- ...TRULEO TRULEO is an Agentic AI platform trusted by over 1,100... ...team, ensuring agencies experience measurable value from our Agentic... ...is a field-based, relationship-driven role requiring approximately 7... ...Excellent communicator capable of engaging credibly with chiefs, analysts...SuggestedFull timeWork at officeRelocation
$120k - $220k
...environments. Our work helps clients manage risk,... ...seeking a Client Director of Environmental... .... Personally engage in the pursuit and... ...of progressive experience in environmental consulting... ...tools. Purpose‑Driven Work EnSafe's... ...Privacy Notice | AI use in Hiring...SuggestedFull timeWork experience placementPrivate practiceWork at officeLocal areaRemote workFlexible hours- ...Markets TBD reports to the Sales Director and is responsible for... ...increase market share, customer engagement, and commercial performance.... ...requires a proactive, opportunity-driven approach that combines... ...preferred3-5+ years of successful experience in sales, business...SuggestedLocal areaImmediate start
- ...with Fidelity’s most valuable clients. In this pivotal role, you will... ...inspire client dedication and engagement to develop long-lasting, positive... ...success in a dynamic, deadline driven, and detailed compliance environmentPlanning experience and knowledge of financial markets...SuggestedFull time
- ...escalate stakeholder risks that could affect schedule, scope, or partner relationships.Basic Job Requirements12+ years of experience in stakeholder engagement, public relations, or international development.At least 5 years of experience working on complex projects in the...Local area
- ...relationships that support dealer engagement, increase utilization of RTO... ...of account management, client service, sales support, follow... ...ideal candidate is relationship-driven, solutions-oriented,... ...preferred.2+ years of sales experience with a proven track record of...
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- ...onboarding to support and renewal, customers engage one team and one accountable partner... ...We’re Looking For 8+ years of sales experience required.2-4 years of B2B sales experience... ...Motivated self-starter who thrives in a quota-driven, team-oriented environment.Ability to...Full timeLocal areaRemote work
- ...business growth. Safe-Guard's success is driven by over 850 employees, who serve more... ...issues Cultivate strong and positive engagement with remote team members to ensure seamless... ...equivalent combination of education and experience required. ~3-5 years of experience...Contract workTemporary workLocal areaRemote workFlexible hours
$14 - $16 per hour
...Competitive Pay $14-$16/hr Depending on Experience including commission Mondays, Friday-Sunday... ...for in YOU and YOUR skillset! Driven to climb the company ladder! Possess... ...Chiropractor. Answering phone calls. Re-engaging inactive members. Staying updated on...Work at officeMonday to Friday$13.75 - $14.25 per hour
...Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring... ...service and promotion of loyalty programs. Leads by example by engaging and interacting with all customers, and maintaining a clean and...Hourly payTemporary workPart timeLocal areaHome officeFlexible hoursNight shift$101k - $192.6k
...our expanding not-for-profit client portfolio. The successful candidate... ...FAO leadership and mission-driven organizations to deliver... ...reporting requirements.Monitor engagement performance, resource... ...years of progressive accounting experience, including management experience...Full timeWork experience placementLocal areaRemote work- ...professionals who want to impact client growth through... ...Description The Director of Client Success leads... ...ensuring every client engagement begins with clarity... ...of Account Management experience, including managing multiple... ...tools and data-driven decision-making. ~ Bachelor...Full timeLocal areaShift work
- ...committed to helping our clients realize their most... ...strategies and purpose-driven growth, Barry-Wehmiller... ...BW Design Group as a Director, you are joining a team... ...to achieve outcomes.Engage client executive stakeholders... ...de-risking strategies.Experience leading large,...Full timeFlexible hours
$75k - $100k
...company’s growth through active, in‑the‑field engagement. What You’ll Do: Building and... ...related field (preferred). You have experience in account management, business development... ...and you are self‑motivated and results‑driven; knowledge of catalytic converters or...Full timeWork at officeWorldwideShift work- ...Health Care has an immediate opening for Client Services Manager in Greenville, SC! If... ...Bachelor degree is required Comparable experience staffing/scheduling at a home care agency... ...Nonprofit Organization - As a mission-driven nonprofit, BAYADA offers eligibility for...Weekly payLocal areaImmediate startMonday to Friday
$52k
...hardworking, high energy, results driven individual. This role will be... ...leveraging Salesforce.com Engage in account planning... ...Reporting Relationships: Director, Sales Requirements: ~ Four... ...management, or equivalent work experience ~1 - 3 years experience in...Work experience placementWork at officeImmediate start- ...global innovators to build AI-powered solutions that... ...for guiding clients through their customer... ...approach to drive product engagement, customer "stickiness",... ...aspects of the customer experience Maintain a detailed... ...to thrive in a results-driven environment Natural...Work at officeLocal areaRemote workWork from homeHome officeWeekend work
- ...GoKinetic.com About this Role Are you a driven sales professional looking to grow your... ...and more What You'll Do Prospect Engagement: Actively identify, target, and engage... ...environment. Mid-Market Sales Experience: Proven ability to engage and sell into...Base plus commissionLocal areaImmediate startFlexible hours
- ...your team externally with clients and internally by... ...all viable clients are engaged on a regular and effective... ...s degree or equivalent experience. Strong communication... ...providing data- and AI-based connected solutions... ...Communities. Innovation-Driven: Work on projects that...Work at office
$177.69k
...developing your market, your client relationships, and working to... ...If you're a relationship-driven seller ready to invest in building... ...(known to N2 as Area Directors) to launch, grow, and lead a... ...blend of in-person community engagement and work performed from your...Local areaWork from homeHome officeFlexible hours- ...Responsible Growth and delivering for our clients, teammates, communities and... ...education, or a wide range of work and life experiences. These journeys foster resilience, leadership... ...culture that supports collaboration, engagement, and career development. Our approach includes...Full timeWork at officeFlexible hoursDay shift
$16.5 per hour
...external stakeholders Support with billing and payment processing as needed What you need: 1+ year customer service experience preferred Hall of fame work ethic with a history of excellent attendance Strong verbal communication skills - face to face...H1bWork at office- Customer Service Coordinator As a Customer Service Coordinator for TQL, you will receive extensive training to become a subject matter expert in a specific mode of transportation to support daily shipment activities. You will be the go-to-support...
- ...relationships with our company's key clients. The ideal candidate for... ...solid relationships and engagement with clients to drive Resmed... ...solutions. Key Skills: A data driven mindset to identify how to... ...needs Qualifications and Experience: ~5+ years of sales...WorldwideFlexible hoursShift workNight shift
- ...governments. Additional, ad-hoc projects, as needed. Education & Experience Requirements: BS or BA with GPA greater than 3.0.... ...and a clean driving history. Self-Starter, Goal and Results driven – proven track record of above average results. Possess fortitude...Full timeWork experience placementLocal areaNight shift
- ...117 Woodruff Rd Ste D, Shoppes at Plaza Green, Greenville, SC 29607, United States of America [Department Manager] As a Customer Experience Coordinator at T.J. Maxx, you'll: Take an active role in training and mentoring Associates on front end principles; Train and coach...Immediate start
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$10.5 - $11.5 per hour
...Do you enjoy engaging new contacts and drawing them into your circle? Do you thrive in a multi-tasking environment that ensures... ...administrative tasks as assigned Knowledge preferred: Experience using full suite of Microsoft Office applications and other standard...Hourly payPart timeSummer workSeasonal workWork at officeFlexible hoursShift workDay shiftAfternoon shift
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