Client Services Lead — Salesforce & Operations
Corient
A growing wealth management firm in Columbus, OH is seeking a skilled individual to enhance operational efficiency. The role involves leading a team, resolving client inquiries, and managing Salesforce. Candidates should possess a Bachelor's degree, 5–7 years of relevant experience, and strong communication skills. This position promotes a customer-centric approach and requires travel to nearby states quarterly, alongside physical presence in the office four days a week. #J-18808-Ljbffr Corient
- ...and beyond to provide a "White Glove Service" to our clients. Rocketship Mentality Excited to join... ...Bring experience as a Client Service Lead or similar role Own and manage the client... ...Act as a strategic partner to the operations team, ensuring alignment with company...Operations
- ...partnership with VPL. You will lead customer engagements... ...with the VPL service. Manage Account Performance... ...- Leverage Salesforce to manage contacts, opportunities... ...with Sales, Operations, Product, and other internal... ...management, customer success, client services, healthcare,...OperationsSalesforceContract workWork at office
- ...and how we empower our clients. As the world’s... ...standout products and services; by building and delivering... ...and purpose. We help leading brands create and deliver... ...suites such as Salesforce, Oracle, Microsoft Dynamics... ...core, optimize their operations, accelerate revenue growth...OperationsSalesforceFull timeLive inWork at officeLocal area
- ...Our client is a well-established and quickly growing multi-billion dollar... ...intersection of investor relations, operations, data management, and client service. This individual will play a key role... ...or investor reporting platforms (Salesforce, HubSpot, Dynamo, Juniper Square,...OperationsSalesforce
- Towne Towne is seeking an Associate Manager to ensure high levels of client, customer and associate satisfaction at a designated Towne Park location. You will manage guest services, hire/train staff, plan and direct work, appraise performance, and oversee financial reporting...Operations
$75k - $85k
...America's top 20 landscape service providers.... ...reputation for excellence in client service. Incumbent... ...leaders guide day-to-day operations with teams that value... ...and generate leads. Collaborate closely... ...CRM platforms such as Salesforce or HubSpot is preferred...OperationsSalesforceLocal area$45k
...and support advertising clients for Columbus... ...cycle from prospecting to lead generation to consultation... ...will also support day‑of operations for our larger events.... ...Excellent client service and problem‑solving skills... ..., CRM platform like Salesforce Entrepreneurial spirit...OperationsSalesforceFull timeWork at office- The Field Service Coordinator plays a vital role in supporting electrical... ...strong communication between clients, technicians, and internal... ...field service (FS) jobs in Salesforce (SFL), coordinating customer... ...to the Project Manager and Operations Manager as needed. Prepare technical...OperationsSalesforceWork at office
$84.3k - $173.3k
...Summary Deloitte US Chinese Services Group (CSG) - Project... ...advise multinational companies operating in China. Working across the... .... This role will help manage client-related programs, internal initiatives... ...platforms such as SAP, Salesforce, Tableau, or similar...OperationsSalesforceWork at officeLocal areaVisa sponsorship$97k - $180k
...this transformation is Salesforce, integrated with... ...-driven and recurring operational work that requires accuracy... ...nuances of the business and client needs. This role does... ...expertise in leading business process analysis... ...signed Nationwide Client Services Agreement on file and...OperationsSalesforceFull timeTemporary workPart timeCasual workWork at office- ...Company is seeking a Technical Customer Service & Order Management Specialist in Columbus... ...customers with sales, engineering, and operations to process orders and ensure timely delivery... ..., with experience in ERP/CRM systems (Salesforce, SyteLine ERP, Pacejet preferred)....OperationsSalesforce
- ...and marketing plans with physician sales, operations, clinical, marketing, and local partner... ...document customer call activities in Salesforce Analyze referral patterns, monitor variances... ...address customer needs, and communicate service deficiencies to Operations Build and...OperationsSalesforceLocal area
- ...growth and value for our clients through sustained... ..., we help our clients operate at the speed of life through... ...in a digital, self-service manner and you’re... ...technologies (such as Salesforce, Dynamics, Amazon Connect... ...AccentureAccenture is a leading global professional...OperationsSalesforceFull timeContract workLive inWork at officeLocal area
- ...through upsell and cross-sell, and expand adoption of the PagerDuty Operations Cloud. You will engage C-level executives and key decision-... ...SaaS or enterprise software sales, a proven quota track record, and experience using Salesforce for pipeline #J-18808-Ljbffr PagerDutyOperationsSalesforce
- Telamon is a leading provider of connectivity integration... ...a core part of how we operate. We expect employees... ...: The Specialist, Client Support is a generalist... ..., and client service delivery. Essential Duties... ...in CRM systems such as Salesforce, Cirrus, or Veridy. Respond...OperationsSalesforceHourly payDaily paidLocal areaRemote workMonday to FridayFlexible hoursShift work
- ...customer satisfaction, retention, operational performance, and long-term... ...challenges, and ensure service excellence. The position requires... ...identify growth opportunities, lead business reviews, resolve... ...and pipeline visibility within Salesforce and other business systems....OperationsSalesforceFull timeContract workWork at office
$18 - $23 per hour
...Customer Service Coordinator I The Customer Service Coordinator... ...other roles within the operations team to support client objectives and provide effective... .... Job Responsibilities: Lead all inbound client facing... ...client interactions in Salesforce. Identify, manage, and carry...OperationsSalesforceHourly payWork experience placementShift work- The Ohio State University Physicians, Inc. seeks Lead Patient Service Associates to coordinate and provide patient support across outpatient... ...records in EMR or paper charts while supporting day-to-day operations. Travel to other clinics may be required. Strong customer...Operations
- Crane Worldwide Logistics seeks a Client Services Supervisor to lead a team of client service specialists in our Ohio operations. The role focuses on directing workflow and ensuring timely, accurate responses to client inquiries while coaching staff on policies and procedures...OperationsWorldwide
$65k - $80k
...Account Manager to join our client's team in Columbus, OH... ...revenue growth and service excellence for... ...relationships that can lead to new business opportunities... ..., and partner with operations teams to prepare and present... ...information Salesforce experience and/or familiarity...OperationsSalesforceContract workTemporary workInternshipLocal area- ...living. JobsOhio plays a leading role in economic... ...for a qualified Legal Operations Manager (LOM) to join... ...business-minded yet customer-service oriented... ...discretion. Knowledge of Salesforce or other cloud-based CRMs... ...current processes, and clients. Ability to work with...OperationsSalesforceContract workWork experience placementWork at officeFlexible hours
$18 - $20 per hour
...Staffing if looking for an experienced Customer Service Coordinator, Hours 8am-430pm MONDAY-FRIDAY PAY... ...interactions using CRM systems (e.g., Salesforce CRM or Zendesk) Coordinate with internal teams (sales, operations, billing, etc.) to ensure timely solutions Follow...OperationsSalesforceWork at officeLocal areaMonday to Friday- ...internally, partnering across Sales, Operations, Customer Success, and Leadership to deliver exceptional service while proactively solving... ...'s services.Identify and use Salesforce to document and track... ...Own the account renewal cycle leading renewal strategy and negotiation...OperationsSalesforceWork at office
- ...Provides level I support center customer service excellence to meet the needs of Molina... ...scheduled shifts within Molina hours of operation, follows protocol related to scheduled lunches... ...Office, Microsoft Teams, Genesys, Salesforce, Pega, QNXT, CRM, Verint, video conferencing...OperationsSalesforceWork at officeShift workWeekend work
- ...week at 495 Cooper Road, Westerville, OH 43081, and travel across the territory. You will analyze referral patterns using Mosaic, Aria, or QlikView and log activities in Salesforce, collaborating with VP, Operations, Marketing and Clinical teams. #J-18808-Ljbffr Akumin®OperationsSalesforceRemote job2 days per week3 days per week
$120k
...field technicians, engineers, and analysts who operate it. We are looking for a senior Enterprise Account Executive to lead our net-new enterprise sales efforts across... ..., and forecasting information within Salesforce CRM. Represent customer needs and strategic...OperationsSalesforceContract workRemote work- Bridgestone Retail Operations in Columbus, OH seeks a Service Manager to lead auto service teams, liaise between technicians and customers, and drive quality and sales. You will schedule work, hire/train staff, ensure safety and customer satisfaction, and promote ASE certifications...Operations
$59k - $65k
...Service Account Coordinator Nexmos Design is seeking a detail-oriented and client-focused Service Account Coordinator to join our operations team in Columbus, OH. In this role, you will serve as a key liaison between clients and internal teams to ensure service requests...OperationsWork at office- ...organizations remain efficient during routine operations and unstoppable during critical moments.... ...and pipeline management in CRM (e.g., Salesforce) Ideal Candidate Profile ~7+ years... ...Ownership – Everyone is empowered to lead, take initiative, and drive outcomes....OperationsSalesforce
- ...restaurant in Columbus, Ohio, is seeking a Restaurant Manager to oversee shift operations in the absence of the General Manager. Responsibilities include managing staff, ensuring high-quality customer service, and handling inventory and food preparation. Candidates must be...OperationsLocal areaShift work
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