Client Success Manager
Full-time
Globe Life: Moore Organizations
◾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 manage your own client portfolio with guidance from experienced mentors
◾Track performance and progress using our internal systems and support tools
◾Represent the values of Service Over Sales, putting clients’ well-being first
◾Participate in incentive programs, team competitions, and leadership summits
◾At least 18 years old and legally authorized to work in the U.S.
◾Able to pass a background check
◾Tech-savvy and comfortable using Zoom and digital tools
◾Motivated to learn, grow, and help others
◾Strong communicator with an interest in finance, education, or social impact
◾Experience in leadership, customer service, or peer mentoring is a plus
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client Success Manager in Bozeman, MT vacancy
- Position: Client Success Manager Location: Bozeman, MTJob Id: 823 # of Openings: 1 Client Success ManagerLocation: Bozeman, MT, 59718Job Description:The Client Success Manager (CSM) is dedicated to ensuring...SuggestedCasual workWork at officeNight shift
- Position: Senior Client Success Manager Location: Bozeman, MTJob Id: 826 # of Openings: 1 Senior Client Success ManagerLocation: Bozeman, MT, 59718Job Description:The Senior Client Success Manager (Senior...SuggestedContract workCasual workWork at officeNight shift
$211.72k
...co-workers are invested in you and your success. Where you are encouraged and supported... ...** CDM Smith is seeking an Industrial Client Service Leader with a strong industrial... ...and facility capital projects, meet water management objectives, comply with environmental requirements...SuggestedTemporary workWork experience placementH1bCDM Smith
Bozeman, MT1 day ago- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...SuggestedFull time
Globe Life: Moore Organizations
Bozeman, MT2 days ago $134k - $168k
...a new world happen. Our important work benefits our clients and partners as much as it does our people and communities... ...satisfaction, increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence and engineering...SuggestedFull timeContract workShift workWorld Wide Technology
Bozeman, MT5 days ago- ...Description Job Description Director of Client Accounting & Advisory Services (CAS) We... ...to work-life balance and long-term success Opportunity to make a meaningful impact... ...performance of the CAS practice Build, manage, and develop a high-performing CAS team...Work at office
JCCS, P.C.
Bozeman, MT7 days ago $140k - $175k
...strives to make a new world happen. WWT's work benefits clients and partners as much as it does its people and... ...satisfaction, increase profitability and growth. Our success is enabled by our world-class management consulting, delivery excellence and engineering brilliance...Full timeContract workWork experience placementRemote workFlexible hoursShift workWorld Wide Technology
Bozeman, MT2 days ago- ...We are looking for an organized and service-oriented Client Services Coordinator to assist clients with questions, requests, reservations... ...and professional ~Strong attention to detail ~Ability to manage multiple client requests ~Comfortable researching information...Remote workFlexible hours
- A travel service company is seeking a motivated Customer Service Coordinator to enhance client experiences and assist with travel inquiries. The role emphasizes strong communication, organization, and a detail-oriented mindset. Candidates should possess customer service...Remote workFlexible hours
Enchanted Horizons Travel
Bozeman, MT1 day ago - ...competitive work environment that fosters success, training, development, and an unlimited... ...you the opportunity to form meaningful client relationships, develop creative... ...social platforms, and online reputation management for approximately 21,900 SMBs; Townsquare...Casual workLocal areaRemote work
$8k
...sales experience, ability to efficiently manage your time, excellent customer relations skills... ...a combination of both. ~ Engage your clients with Verizon's Velocity Selling... ...competitive edge and leverage to boost your own success and career growth. ~ Sales...Temporary workPart timeWork experience placementShift workVerizon
Bozeman, MT1 day ago- ...RoleHDR is seeking a Resources Program Management Business Class and Service Delivery Technology... ...and support continued business group success.This position serves as a senior... ...strategic pursuits, proposal efforts, and client development initiatives.Demonstrated industry...
- ...the world. HDR Engineering is looking for a Transmission Project Manager/Team Lead to join our growing and nationally ranked team of... ...the company to execute work and deliver world class services to clients in the region and engaging in business development activities to...Contract workLocal area
$5,000 per month
...The remaining 20% comes from proactive outreach to current clients, property managers and real estate professionals—relationships that, once... ...commitment to client outcomes Who Thrives Here Our most successful Account Executives are self-directed and motivated by...Bi-weekly payTemporary workWork at officeFlexible hoursSquaremouth
Bozeman, MT2 days ago- ...consultations, helping families with financial well‑being, and advancing your career with mentorship and training. The role emphasizes strong client relationships and ongoing support via web conferences. Candidates should be passionate, motivated, and adaptable, with a focus on...Remote jobFlexible hours
- ...markets. Establish and maintain strong relationships with clients and business partners. Guide sales and marketing... ...of Sales or in a senior sales leadership role. Proven success leading, motivating, and managing high-performing sales teams. Strong written and verbal...Full time
Hyatt Place Bozeman Yellowstone Airport
Bozeman, MT4 days ago $40 - $50 per hour
...Salon Manager - Sport Clips Bozeman Earn $40-$50+/Hour Leading One of the Busiest Men's Haircut Teams in Montana Bozeman... ...financially and professionally Take pride in delivering a great client experience Men's haircut experience is helpful, but we...Hourly payFull timeLocal areaRelocation packageFlexible hoursShift workSportsclips
Bozeman, MT2 days ago- ...incoming service calls, schedule service appointments, and secure client information in a courteous and professional manner. Calling,... ...pre-set phone scripts and make suggestions for improvements to management. Enter data and maintain customer databases and tracking...
$25k
...Clips Haircuts Bozeman! We’re looking for an experienced Salon Manager / Hair Stylist / Barber who’s ready to take the next step in their... ...or barbering career. If you love leading a team, building client relationships, and delivering top‑notch men’s and boys’ haircuts...Full timeRelocation packageSport Clips
Bozeman, MT1 day ago$20 per hour
...focused on recruitment advertising, serving clients in the Bozeman, MT market as well as... ...friendly phone presence are essential to success in this role. Key Responsibilities:... ...monthly and quarterly revenue goals. Manage assigned accounts that include Bozeman and...Hourly payFull timePart timeWork at officeLocal areaWork from homeMonday to FridayFlexible hoursAdams MultiMedia
Bozeman, MT19 hours ago- ...strong desire to work directly with property and casualty insurance clients to service their insurance needs. This is a non-exempt full-... ...the direct supervision of the Commercial Lines Department Manager, a commercial lines account manager is part of a team responsible...Full time
- ...systems, insights, and self-service experiences. You will lead operations, develop leaders, define a CX strategy with AI integration, and collaborate with Product Management and Engineering to translate customer feedback into actionable roadmap priorities. #J-18808-Ljbffr...
Make Choteau Home
Bozeman, MT4 days ago - ..., we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local... ...their communities. ABOUT THE OPPORTUNITY: Our Account Managers play a vital role in ensuring our clients receive the service they...Work at officeLocal areaFlexible hours
- ...Service Coordinator to provide travel support and ensure a positive client experience. This role focuses on assisting customers with... ...and verbal communication skills Strong organization and time‑management abilities Self‑motivated and comfortable working remotely...Full timePart timeRemote workFlexible hours
Enchanted Horizons Travel
Bozeman, MT1 day ago - ...HDR Engineering is currently seeking a Transmission Line Project Manager to join our growing and nationally ranked team of Power... ...commitment to delivering services and work products that exceed client quality expectations.Supporting client management and at times...
- ...#TeamFirstInterstate.SUMMARYThe Senior Commercial Relationship Manager serves as the Relationship Manger for new and existing complex clients and is responsible for managing a loan... ....QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each...Full time
- Position: Project Manager Location: Bozeman, MTJob Id:... ...centric tools and services enable Zoot's clients to add value and differentiation, while... ...Background Check Requirement:Ability to successfully pass background screening.Physical Requirements...Casual workWork at officeNight shift
- ...financial data and reports for the project’s success.Collaborate with the accounting team on... ...financial reviews.Oversee Change Management process and ensure changes are being tracked... ...and the public.Responsible for client management throughout procurement, construction...Contract workFor subcontractor
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
Zuzick Organization of Globe Life
Bozeman, MT1 day ago $90k
...Marketing Manager Luxury Resort | Bozeman, Montana (occasional travel to the resort property required) Compensation Base... ...skills; able to manage multiple projects under tight deadlines Client identity withheld pending mutual candidate interest. Full...Relocation packageD.C. Global Talent Inc.
Bozeman, MT1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager. Be the first to apply!
Related searches