Remote Client Success & Operations Manager - Credit Unions
Trellance Cooperative Holdings, Inc.
- Remote job
Trellance Cooperative Holdings, Inc. is hiring a Client Success & Operations Manager in New York, NY. The role involves managing client relationships, overseeing project management, and ensuring operational excellence in a remote setting. Candidates should have a strong background in client relationship management, project management, and knowledge of AI. Ideal candidates will bring at least 5 years of experience, a Bachelor’s degree, and a collaborative spirit. The position involves managing multiple client engagements and operational tasks in a fast-paced environment. #J-18808-Ljbffr Trellance Cooperative Holdings, Inc.
- ...infrastructure - and AI Studio is the credit union movement’s answer to that... ...with credit union clients and scaling. This team is... ...Summary The Client Success & Operations Manager is a critical, multi-faceted... ...continuous learning. This is a remote position with periodic...Remote workUnionWork at officeShift work
- ...sale and build the operational backbone that... ...that matter are client satisfaction, retention... ...own book, not manage one - but you'll... ...Customers are banks, credit unions, brokers, and... ...office or fully remote, with the expectation... ...them to first successful escheatment without...Remote workUnionTemporary workWork at officeRelocation
$102k - $114k
...provider for U.S. banks and credit unions. Our unified Platform... ...in the U.S. As a remote-first company, most... ...and LinkedIn! The Client Success Team at Alkami is... ...a Sr. Client Success Manager I, Data & Marketing,... ...client success and enjoy operating as a trusted advisor,...Remote workUnionFull timeShift work- ...Empire Consultants is seeking innovative individuals to join their tech-driven team in Union City, NJ. Your typical day will involve conducting virtual consultations, assessing client needs, and maintaining strong relationships through regular follow-ups. The role...Remote jobUnionWeekly payWork from home
- ...Description Job Description Remote Work from Home!... ...synergies with its clients and business partners.... ...institutions including banks, credit unions, mortgage servicing... .... Purpose The Operations Specialist II intake... ...Ability to manage and prioritize large caseload...Remote workUnionFull timeWork at officeLocal areaWork from homeFlexible hours
- ...is seeking a Bookkeeping Operations Coordinator to oversee daily... ...service delivery for our credit union clients. This role combines advanced... ...in-office position, with no remote opportunities. What... ...processing issues Assist management with coaching, training, and...Remote workUnionPermanent employmentFull timeContract workWork at office
$80k - $110k
...through approximately 630 employer and union-sponsored clients. Our comprehensive services include... .... ABOUT THE JOB The Client Success Manager is responsible for developing and... ...performance data related to clinic operations. Understand and track risk metrics related...Remote workUnionWork at office- ...Senior Client Success Manager Archer – Senior Client Success Manager Location – REMOTE: can be based in US or Central/South America... ...strategic decision-making and operational resilience with a modern technology... ...expression, marital, civil union or domestic partnership...Remote workUnionLocal area
- ...exceptional outcomes for clients and continuous growth... ...ACCOUNTABILIT Y for our successes and failures, fostering... ...driven Client Success Manager to join our growing... ...families, including: Remote-first culture with... ...2024. This strategic union combines nearly 30 years...Remote workUnionFor contractorsWork at officeLocal areaFlexible hours
- ...agency's mission. Operational Excellence : Develop... ...to efficiently manage daily business operations... ...operational success. Customer Engagement... ...Workers, Labor Unions, and more. Skill Development... ...connecting with clients and making an... ...provided Remote: Yes Skills required...Remote workUnionPermanent employmentFlexible hours
- ...assistant company is looking for an experienced Account Manager to oversee client success and manage Virtual Assistants. This role involves coordinating... ...with US clients. The position is full-time and remote, requiring significant overlap with US business hours. Strong...Remote jobFull time
- ...expanding its fully remote team and seeking experienced... ...mindset and client service experience into... ...with backgrounds in management, operations, client service,... ...Qualifications Successful candidates typically... ...Globe Life has served union members, credit union clients, and veterans...Remote workUnionWeekly payFlexible hours
- ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...each family's needs ◾Build and manage your own client portfolio with guidance...UnionFull time
$80k - $135k
Client Success Manager - Value Based Care page is loaded## Client Success Manager... ...Value Based Carelocations: Remote CA - Westtime type: Full... ...630 employer and union-sponsored clients. Our comprehensive... ...performance data related to clinic operations, claims experience, and...Remote workUnionLive inWork at office$132k - $150k
Alkami Technology, Inc. is seeking a Client Sales Executive to work remotely with bank and credit union customers. The role involves collaborating with existing clientele to enhance their digital banking strategies and drive renewals. Candidates should possess at least...Remote jobUnion- ...Job Description Remote Work from Home! Aldridge... ...synergies with its clients and business partners... ...including banks, credit unions, mortgage servicing concerns... ...: The Hearings Operations Specialist II will... ...and our clients’ Case Management systems. Receive...Remote workUnionFull timeWork at officeLocal areaWork from homeFlexible hours
- ...Description Job Description Remote Work from Home!... ...flow synergies with its clients and business partners. Aldridge... ...including banks, credit unions, mortgage servicing concerns... ...evaluating and presenting the operational status to upper Management and the client(s). The...Remote workUnionFull timeWork experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Job Description Remote Work from Home! Aldridge... ...synergies with its clients and business partners... ...including banks, credit unions, mortgage servicing concerns... ...Purpose The Operations Specialist II is a primarily... ...for the review and management of all functions from...Remote workUnionFull timeWork at officeLocal areaWork from homeFlexible hours
- ...banking and branch solutions for banks and credit unions of all sizes on any core. Our Candescent... ...solutions. And our connected in-person, remote and digital experiences reinvent... ...custom development and customer care, our clients get expert, end-to-end support at every...Remote workUnion
- ...workflow synergies with its clients and business partners... ...including banks, credit unions, mortgage servicing... ..., and Innovation. Remote Work from Home... ...EST. Purpose The Operations Support Specialist III... ...improvement and file management Communication with...Remote workUnionFull timeLocal areaWork from homeFlexible hours
- ...Job Description Remote Work from Home! Aldridge... ...synergies with its clients and business partners... ...including banks, credit unions, mortgage servicing concerns... ...Purpose: The Operations Specialist II is a primarily... ...for the review and management of all functions from...Remote workUnionFull timeWork at officeLocal areaWork from homeFlexible hours
- ...conversations, support clients, and help create a... ...People Apply ~100% remote — work from anywhere in... ...path into leadership and management roles ~ Supportive,... ...years, partnering with unions, credit unions, and veteran organizations... .... The company operates fully remotely with a...Remote workUnionFull timeWork from homeFlexible hours
- ...REDi provides debit, credit, and prepaid card fraud... ...solutions to banks and credit unions across the U.S. We're a fully remote, results-oriented team... .... The Role As Client Success Manager, you'll be the primary... ...system performance, and operational outcomes Advocate...Remote workUnion
$16 per hour
...The Remote Operations Specialists primary focus is retrieving, reviewing, and preparing credit union member data utilizing multiple tools and quality control processes, including... ...response rate collection and reporting for all clients, uploading to the company system....Remote jobUnionWork experience placementWork at officeLocal areaImmediate startShift work- ...company is seeking a Senior Client Services and Financial Institution... ...Analyst to support banks and credit unions. The role requires strong... ...consultation with executives and managing complex banking analysis.... ...ALLL/CECL. This position is remote but requires living within 70...Remote workUnion
- ...workflow synergies with its clients and business partners.... ...including banks, credit unions, mortgage servicing... ...POSITION SUMMARY: The Client Manager is responsible for... ...work closely with operations staff, and may provide... ...industry. This is a fully remote position, and...Remote workUnionFull timeLocal areaFlexible hoursWeekend workAfternoon shift
$50k - $70k
...Financial is seeking a Financial Advisor for its TruStage Wealth Management branch. This exciting opportunity allows you to service clients remotely while leveraging a strong referral system from credit unions and a dedicated team. The ideal candidate will have at least...Remote jobUnion- ...workflow synergies with clients and business partners.... ..., including banks, credit unions, mortgage servicing concerns... ..., and Innovation. Remote Work from Home is... ...positions. Responsibilities Operations Specialist II in the... ...Foreclosure Department: manage all functions related...Remote workUnionFull timeWork at officeWork from homeFlexible hours
$132k - $150k
...for U.S. banks and credit unions. As a remote‑first company, most... ...United States. The Client Sales Executive will... ...participants in their success. Identify upsell opportunities... ...product, account management, and partner... ...locations where we operate. Alkami will not tolerate...Remote workUnionFull timeWork experience placement- Delta Community Credit Union in Peachtree City seeks an Associate Wealth Advisor to guide clients in achieving financial goals. This position... ..., and 3+ years in wealth management. Responsibilities include leading... ...role is in-branch with no remote options. Delta Community...Remote workUnion
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