Position Details: Client Partner-Client Audits - Challenges and Responses
TEPHRA
Strategic Client Relationship Manager
Serve as the primary executive contact for key client stakeholders. Build trusted advisor relationships with C-Suite and Senior business leadership. Understand the client's business strategy, challenges, and goals. Influencing decision-makers Acting as a strategic advisor to the client.
Drive account growth through new opportunities, cross-selling, and up-selling. Develop and execute account growth plans. Own revenue, margin, and profitability targets for the account. Identify and pursue new business opportunities.
Oversee program and project delivery across the client portfolio. Manage risks, escalations, and governance reviews. Coordinate with delivery leaders and solution teams.
Conduct executive business reviews. Present transformation roadmaps and strategic initiatives. Align TCS capabilities with client business priorities. Influence decision-makers and strengthen partnership value.
Manage account P&L (Profit & Loss). Review budgeting, forecasting, and revenue realization. Support contract negotiations, renewals, and extensions. Ensure commercial compliance and profitability.
Bring industry trends, technology solutions, and innovation opportunities to clients. Sponsor modernization, cloud, AI, automation, and digital transformation initiatives. Create value propositions and strategic roadmaps.
Core Duties: Manage strategic client relationships and executive engagement. Own account growth, revenue, and profitability. Oversee delivery governance and customer satisfaction. Develop account plans and business strategies. Identify and close new opportunities. Lead contract negotiations and renewals. Coordinate with delivery, solution, and sales teams. Manage escalations and ensure successful issue resolution. Drive innovation and digital transformation initiatives. Lead and mentor cross-functional account teams.
Required Skills: Executive stakeholder management Account management Business development Financial management/P&L ownership IT services and consulting knowledge Negotiation and influencing skills Program and delivery governance Strategic planning and leadership
Qualifications: 18+ years in IT services, consulting, banking technology, or related industries. Strong experience managing large enterprise clients. Prior experience in Account Management, Business Relationship Management, Delivery Management, or Sales Leadership.
TEPHRA$101k - $173k
...partnership so our clients can feel more... ...T. Rowe Price is responsible for delivering the... ...improvement. The position is regionally focused... ...complex and challenging clients and their... ...urgencyExcellent partnering skills, particularly... ...and attention to detail, accuracy, and...SuggestedFull timeLocal areaRemote workWork from home1 day per week- Chesapeake Search Partners is seeking an Investor Relations Associate... ...with investor-facing responsibilities to ensure smooth communications... ...documentation, and high-level client service. You will coordinate... ...A strong communicator with detail orientation is essential....Suggested
- ...Job Title Client Relationship Manager Department Commercial Lines... ...Manager FLSA Status Exempt Position Overview Builds and... ...and loyalty earned. Duties & Responsibilities Serve as the primary strategic... ...Maintain exceptional attention to detail and ensure consistent follow...SuggestedContract workWork at office
Diversified Insurance Industries, Inc.
Cockeysville, MD2 days ago $35k - $45k
...an alternative application process. Client Services Coordinator-Verification Services... ...: Client Services Coordinator I, is responsible for assisting audit participants with the verification... ...reviewing document submissions. This position works closely with other coordinators...SuggestedFull timeWork at officeRemote workMonday to FridayFlexible hoursCompliance Holdings
Pikesville, MD4 days ago- ...Description FlexTG | Position Description CLIENT RELATIONSHIP MANAGER... .... The CRM is responsible for customer satisfaction... ...onboarding for new customers and partner with implementation teams... ...contact records, contract details, fleet information, and follow...SuggestedContract workTemporary workWork at officeRemote work
Flex Technology Group
Cockeysville, MD5 days ago - Lumelight is seeking a Client Services Coordinator I to support verification services in a 10AM-7PM EST schedule. This remote role... ...with auditors and management to ensure timely outcomes. Responsibilities include tracking calls, verifying documents against eligibility...Remote job
- ...Client Operations ManagerThe Client Operations Manager role is responsible for the collection, analysis and processing of client data... ...and being highly analytical and detail orientedIf this sounds like you... ...reports, and carrier audits.Other duties as assigned. Travel...Work experience placement
AssuredPartners
Cockeysville, MD1 day ago $110k - $130k
...accounting firm in Baltimore County is seeking an Audit Supervisor to lead multiple audit... ...CPA certified or pursuing the designation. Responsibilities include ensuring compliance with auditing standards, maintaining client relationships, and providing guidance on accounting...Full time$80k - $100k
...Full-time Description Responsible for the day-to-day account management for routinely/moderately complex client accounts for large group department 51+ fully insured... ...walk; and reach with hands and arms. This position requires the ability to occasionally lift...Full timeContract workWork experience placementMonday to FridayNight shiftCapital Services Corporation
Towson, MD12 hours ago- ...broking and solutions company that helps clients around the world turn risk into a path... ...an emphasis on High Net Worth clientele. Responsible for providing timely, professional account... ...for this specific job opportunityThis position will remain posted for a minimum of three...Temporary workLocal areaVisa sponsorshipFlexible hours
$140k - $175k
...world happen. WWT's work benefits clients and partners as much as it does its people and... ...solutions for our clients' most complex challenges. Position Overview World Wide Technology'... ...to life for our clients. Key Responsibilities Project Delivery – Successful...Full timeContract workWork experience placementRemote workFlexible hoursShift workWorld Wide Technology
Towson, MD3 days ago- ...Job Description Job Description The Client Relationship Manager (Leadership) role is a strategic position based in Maryland, designed for an experienced professional... ...the flexibility of 90% remote work. Responsibilities Lead and manage a medium-sized team (6-15...Remote work
Dwight Taylor Peay Sr
Towson, MD13 days ago $134k - $168k
...important work benefits our clients and partners as much as it does our... ...our clients' most complex challenges. What will you be doing... ...technical stakeholders. Responsibilities: Own key client relationships... ...Relationships ~ This position reports to the Senior...Full timeContract workShift workWorld Wide Technology
Towson, MD1 day ago- ...financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of... ...growth benchmarks. Participate in incentive contests, team challenges, and leadership summits. Tech savvy and understand how to...Full time
Globe Life: Moore Organizations
Towson, MD3 days ago - ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking... ...to provide best in class service and drive growth. Key responsibilities include providing coverage analysis, risk management recommendations...Permanent employmentLocal area
- ...Manager to join the Private Client Services (PCS) practice. We are... ...within our staff. This position offers flexibility in terms of... ...efforts What Work You Will be Responsible For: Supervise a team, foster... ...will collaborate closely with Partners in an entrepreneurial environment...Full timeTemporary workPrivate practiceWork at officeLocal area
- ...Manager to join the Private Client Services (PCS) practice. We are... ...growth among our staff. This position offers flexibility in terms... ...best work What Work You Will be Responsible For: Responsible for training... ...,500 employees including 450 partners across the world. We combine...Full timeTemporary workPrivate practiceWork at officeLocal area
- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services engagements for ultra-high net worth individuals and families. The role emphasizes tax planning, compliance, and strong client interactions in a hybrid setup with travel as needed. Ideal candidates...Flexible 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 tailored coverage recommendations that meet each family's needs ◾Build and...Full time
Globe Life: Moore Organizations
Towson, MD4 days ago - PNC, based in Owings Mills, MD, is seeking a Relationship Manager I in Small Business Banking to grow client relationships and drive revenue. This in-office role emphasizes credit and non-credit products, risk awareness, and leveraging the full range of PNC solutions....Work at office
$68k - $80k
...legally bound to act in our clients' best interests —... ...team. This role partners closely with Wealth Advisors... ...care. This role is responsible for overseeing the... ...Working Conditions: This position may be in a... ...young children, life's challenges and more. ~401(k) Retirement...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
Owings Mills, MD5 days ago$115k - $185k
...Relationship Manager III, you'll partner with commercial clients to understand their goals,... ...bank. What You'll Do: A detailed list of job duties... ...prepare credit memos in nCino. Responsible for resolving all... ...., Owings Mills, MD 21117 Position Type/Expected Hours of Work...Permanent employmentFull timeTemporary workLocal areaImmediate startMonday to Friday- ...being at the forefront, connecting with clients, understanding their dreams for... ...relationships, and has a keen eye for detail. If youre ready to bring your sales expertise... ...Meal Provided Flexible Schedule Responsibilities Develop and execute strategic sales...Work at officeFlexible hoursAfternoon shift
The Classic Catering People
Owings Mills, MD13 days ago - Gallagher Benefit Services, part of Arthur J. Gallagher & Co., seeks a Branch Client Service Associate I to deliver high‑quality client service and support the branch's workflow. You will assist with documents, reports, and communications, leveraging Microsoft Office and...Work at office
- Gallagher is seeking a Branch Client Service Associate I to deliver high-quality client support and help optimize branch workflow. You will handle routine client requests, generate documents, and support day-to-day services with accuracy and professionalism. The role requires...Work at office
- ...Manager to join the Private Client Services (PCS) practice. We are... ...growth among our staff. This position offers flexibility in terms... ...best work What Work You Will be Responsible For: Responsible for training... ...,500 employees including 450 partners across the world. We combine...Temporary workPrivate practiceWork at officeLocal area
- ...Washington, DC/Remote Our client, located in Washington... ...organization. This position will report to the... ...the right candidate. Responsibilities: Reviews and posts journal... ...of an annual financial audit by outside auditing... ...careful attention to detail Excellent at multi-tasking...Permanent employmentContract workRemote work
$280k - $400k
...seeking an experienced professional to perform financial analyses and lead training initiatives. The candidate will be responsible for managing client engagements and ensuring the growth of their teams. The ideal applicant will need 12+ years in financial services, a CPA...- ...industry. This is a permanent position where the successful candidate will be responsible for the strategic... ...growth Job Details Responsibilities:... ...Ensuring compliance with all audit requirements and... ...agents and contracted partners. Frequency varies for text...Permanent employmentWork at officeLocal area
Jobot
Pikesville, MD1 day ago - Gallagher Benefit Services, a part of Gallagher, is seeking a Branch Client Service Manager III to deliver high-quality service to internal... ...clients while managing a portfolio of accounts. The role partners with Production for renewals and focuses on securing ongoing business...
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