Client Success Manager
Search Solution Group
Partner with CEO on new business discovery/sales calls, providing strategic insight and taking detailed notes. Own all post-call follow-ups including drafting and sending agreements, tracking signatures, and initiating onboarding processes. Plan, lead, and run client intake and kickoff calls, ensuring expectations are clearly set and roles are defined. Act as the ongoing point of contact for clients, managing day-to-day communications, addressing issues proactively, and fostering long-term relationships. Lead all weekly client status calls, ensuring progress, transparency, and alignment with deliverables. Internal Team Leadership & Coordination Serve as the liaison between the CEO and the recruitment team, ensuring alignment on client needs and job coverage. Run weekly recruitment coverage meetings to ensure proper focus, address issues or problems, and drive accountability. Help manage and mentor a small internal team including: Executive Assistant Automation Specialist Ensure internal collaboration is strong, communication is consistent & goals are being worked towards & met. Operational Oversight & Communication Step in to resolve points of friction between recruitment and delivery, ensuring clear and professional communication is always maintained with clients. Oversee internal processes to improve client onboarding, job coverage, and reporting. Client Retention & Growth Drive account development initiatives, maintaining regular outreach to past and current clients & expand communication to other leaders at those companies. Train and Develop Sales Ops Support Specialist to review & follow up on Task/Leads/Deals/old placements Must be comfortable with cold outreach as part of ongoing business development efforts #J-18808-Ljbffr Search Solution Group
- ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide... ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors...SuggestedFull time
- ...plastex’s capabilities, services, and value to customers and vendors create and deliver plastex presentations for sales meetings and client discussions develop visual materials, layouts, and renderings to support sales conversations assist with quoting and pricing...Suggested
$80k - $105k
...analysis, accelerate settlement decisions, and manage high‑volume inventories that were... ...and a deep understanding of both data and client needs. We’re a collaborative, high‑ownership... ...together. What You’ll Do The Client Success Manager plays a critical role in shaping...SuggestedWork at office$60k - $65k
Base pay range $60,000.00/yr - $65,000.00/yr Your Role at Ethico The Client Success Manager will support the onboarding, adoption, and expansion efforts of our SaaS platform. This role will assist in managing client accounts, building relationships, understanding customer...SuggestedFull timeFlexible hoursShift work- Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking? This role will meld the two areas and... ...Sponsor Backed Client groups. As a Sponsored Backed Client Success Manager within Global Services at JPMorganChase, you will use...SuggestedWork experience placementWork at office
- Sponsored Backed Client Success Manager Enjoy managing complex client relationships? Blurring the lines between Commercial and Private Banking? This role will meld the two areas and be the primary point of contact for Financial Sponsors as they grow their portfolio of...Work at office
- A leading benefits management firm is seeking an Associate Account Manager to manage client accounts and ensure high levels of customer service. Responsibilities include fostering relationships with clients and brokers, monitoring CRM tasks, and supporting new client implementations...
$105k - $135k
...analysis, accelerate settlement decisions, and manage high-volume inventories that were... ...and a deep understanding of both data and client needs. We’re a collaborative, high-ownership... ...day. What You’ll Do As a Senior Client Success Manager, you will own and grow a book of...Work at office- JPMorgan Chase in Charlotte, NC is seeking a Client Success Manager to manage complex client relationships and ensure client satisfaction. The role involves resolving client issues, contributing to strategic reviews, and coordinating client onboarding. Required qualifications...
$60k - $80k
...leading training firm in Charlotte, North Carolina, is seeking a Client Service Manager to enhance strategic partnerships and drive revenue growth.... ...0 to $80,000 per annum, reflecting the importance of client retention and program success. #J-18808-Ljbffr Training The Street$50k - $55k
Group Management Services, Inc. is seeking a full-time Benefits Account Manager in Charlotte, NC. This role involves preparing and delivering benefits renewals, managing client relationships, and providing excellent customer service. Candidates should have 1-2 years of...Full time- Jacobs in Charlotte, North Carolina, is looking for a Project Manager in transportation and highway design. You will serve as the primary contact for NCDOT and municipal clients, manage multiple design projects, and drive strategic initiatives across North Carolina. The...
$10 per hour
...Infosys is seeking an Associate Client Partner for the Banking and Financial Services vertical. This role will lead all client interfaces... ...and client value. The Associate Client Partner typically manages a single account or a sub portfolio within a large account, with...- Nuveen seeks a Wealth Client Relationship Manager to partner with Wealth Management Advisors in Charlotte, NC. This role involves managing client... ...The position emphasizes collaboration, effective communication, and a commitment to client success. #J-18808-Ljbffr Nuveen
- ...Service, LLC in Charlotte, NC is seeking a Customer Experience Manager to drive customer satisfaction and renew contracts within the academic... ...committed to delivering exceptional service and improving client relationships within the Greek House food service industry. #J...Remote jobFull time
$300k - $350k
A top executive search firm is seeking a Sr. Client Partner specializing in strategic IT Services. This remote opportunity focuses on... ...account plans, leveraging 7+ years of sales experience in IT or Managed Services with an entrepreneurial mindset. Competitive...Remote job- Overview The Client Services Partner is a strategic leader responsible for shaping and... ...leaders and team members on relationship management and service excellence. Strategic Leadership... .... Support proposal development, client success story development, and strategic...
- A leading global financial services firm is seeking a Client Service Associate to manage high-level client relationships. You will be responsible for... ...capability in leveraging technology for operational success. This role offers opportunities for career growth and involvement...
- A recruitment and staffing firm is seeking an Associate, Client Success to join their Charlotte team. This role involves managing client relationships, supporting hiring workflows, and identifying opportunities for account growth. The ideal candidate has at least 1 year...
$160k - $190k
...account(s)across thefinancial servicesindustry Partner with your client(s) to help influence strategic direction and identify ways... ...direction for that growth Provide oversight andgovernanceof all sold/managed engagements Drivebusiness developmentwith the proper...Temporary workLocal area- A leading retirement company is seeking a Wealth Client Relationship Manager in Charlotte. This role involves collaborating with Wealth Management Advisors to enhance client relationships and financial solutions. Ideal candidates will have at least 2 years of financial...
- TIAA is seeking a Wealth Client Relationship Manager in Charlotte, North Carolina. This role involves partnering with Advisors and high-net-worth... ...and a strong work ethic. Join us to contribute to client success and be part of an equal opportunity employer. #J-18808-Ljbffr...
- Toptal is seeking a senior leader to build and scale a Service Desk within a Managed Services Provider environment. The successful candidate will redefine support delivery into a client-centric service model, driving satisfaction and retention. This role requires 8-12...Remote work
- Client Success Director, Legal page is loaded## Client Success Director, Legalremote type: Hybrid (Partially Remote)locations: Charlotte,... ...protect and grow the client relationship.* Align with Account Managers to ensure success plans, commercial priorities, and...Local areaRemote workWorldwideFlexible hours
- A leading project management firm in Charlotte, NC is seeking a Client Support Project Manager to oversee project management and client orders. Responsibilities include managing multiple projects, coordinating schedules, and ensuring smooth communication with clients and...
- ...seeking a Marketing Project Lead to join their Carolinas division in Charlotte. The role focuses on supporting business development and client engagement. The ideal candidate will develop client-focused narratives that simplify complex construction strategies for projects...
- ...TravelingMedic is a growing remote services company dedicated to helping clients plan and book exceptional travel experiences. We are expanding our team and looking for motivated individuals to join us nationwide. About the Role We are looking for a motivated, detail-oriented...Remote workFlexible hours
- Infosys Limited is seeking an Associate Client Partner in Charlotte, North Carolina, for the Banking and Financial Services sector. The role involves leading client interfaces, managing significant accounts valued at $10 to $30 million, and developing strategies for business...
$20.24 per hour
...career within a movement that matters where success is measured in people helped,... ...Force for Good! We are seeking a Donor & Client Support Coordinator II. for our Charlotte... ...timely manner. # Supports the timely management of product level investigation under ARC...Temporary workWork at officeLocal areaWork from homeFlexible hoursShift workWeekend workAfternoon shift$134.5k - $215.5k
...primary point of contact for NCDOT and municipal clients, building trust and long‑term partnerships. Act as Project Manager for highway and bridge design projects as well... ...transportation agencies. Demonstrated success in leading multidisciplinary teams. Strong understanding...Full timeLocal area
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