Retirement Plans Relationship Manager - Client Success
Ascensus
Ascensus, situated in Pennsylvania, is seeking a dedicated professional for a client support role in their Retirement Services team. This position requires proactive management of client relationships and support through various channels. Ideal candidates will have a bachelor's degree in a business-related field and at least 3-5 years of relevant experience, particularly in 401(k), 403b, or IRA settings. Strong skills in MS Office, especially Excel, are a must. Join us to make a positive impact! #J-18808-Ljbffr Ascensus
$136.8k - $198k
The Strategic Customer Success Manager at Affinity is responsible for... ...outcomes, building executive relationships, and influencing product... ...and lead strategic account plans aligned with customer business... ...personal sick days, 401(k) retirement plan, annual education...RetirementBase plus commissionWork at officeFlexible hours2 days per week3 days per week$221k - $262k
...looking for a Strategic Customer Success Manager, Customer Data Platform (... ...maintain strong, trusted relationships with key stakeholders and... ...and develop tailored success plans that drive measurable... ...plus gym access. Generous retirement plans, including a 4% dollar...RetirementLive inWork at office- Compass Retirement Group, Inc. is seeking a full-time Relationship Manager to manage client relationships remotely. You will be the primary contact for clients, ensuring timely... ...3 years of experience in the retirement plan industry. Strong knowledge of retirement plans...RetirementRemote jobFull time
- ...Account Manager (On-Site Training & Client Success) Behavioral Health EHR ICANotes was founded... ...a highly adaptable, relationship-driven Account Manager to... ...employee and dependents - some plans with HSA options Basic... ...k) and employer‑matched retirement plan Paid time off that...RetirementFull timeTemporary workRemote workFlexible hours
- About The Team Our Client Success Group is a team of post-sales experts... ...Role Reporting into the Senior Manager, Performance Success, the... ...Educate internal teams (Sales, Planning, Client Success, Marketing,... ...Plans Paid Time Off Retirement Plans Comprehensive Medical...RetirementLocal area
$170k - $215k
...offering a range of business management tools including... ...Operations Manager, Customer Success you will play a... ...Finance), building strong relationships to achieve shared... ...GlossGenius’s equity plan as well as a range of health & wellbeing, retirement savings, and other benefits...RetirementHome officeFlexible hoursShift work3 days per week$90k - $120k
...information. We are seeking a Client Success professional to work... ...phases, proactively managing complex scenarios and escalating... ..., long‑lasting client relationships throughout post‑sale... ...Comprehensive Healthcare Plans. Paid Time Off. Retirement Plans. Medical, Dental...Retirement$90k - $120k
...Corp. About the Role Our client Success Group is a team of post‑sales... ...programs, proactively managing complex scenarios and... ...strong, long‑lasting client relationships in the post‑sale phase of... ...Comprehensive Healthcare Plans Paid Time Off Retirement Plans Comprehensive Medical...RetirementFlexible hours$48k
...and maintaining strong relationships with property owners?... ...in vacation property management, invites you to join our team as a Client Success Manager. In this role,... ...challenges, and create action plans. Collaborate with... ...insurance. 401(k) retirement plan with company match...RetirementLocal area$110k - $130k
...joining the Customer Success Team, focused on... ...with account management to build a business... ...trusted advisor relationships with relevant and... ...help our Sell Side clients achieve their... ...Competitive Bonus plan based on GRR and... ...HDHP option 401(k) Retirement Plan with 4% company...RetirementWork at officeImmediate start3 days per week$95k - $110k
...the Role OpenAP is seeking a Client Success Manager to support and grow our agency and brand relationships across an assigned book of... ...Execution Lead pre-campaign planning, campaign activation support... ...benefits for you and your family Retirement savings plan options A one-...RetirementWork from homeHome officeFlexible hours$75k - $85k
...solutions, and strategic client partnerships—... ...the activation, management, and optimization... ...with Ad Ops and Planning to recommend... ...premium value. Client Relationship Management... ...experience in client success, media planning,... ...life balance Free Retirement Consulting for all...RetirementFlexible hoursShift work$2,400 per month
...infrastructure for omnichannel planning, buying, and billing. We... ...of advertising. Senior Client Success Managers are trusted thought partners... ...Strong communication and relationship-building skills, allowing... ...Legal & ID theft protection, Retirement planning, Medicare...RetirementTemporary workSeasonal workFlexible hoursShift work$110.3k - $204.8k
...Job Description Client Success Manager At DXC we use the power of technology... ...and experience to create a plan for addressing those needs.... ...nurtures an excellent client relationship at the executive level... ...vision, life, disability, retirement, paid holidays & PTO. DXC Technology...RetirementFull timeContract workWork at officeLocal area- ...looking for a motivated Enterprise Client Success Manager to join our team. This person will... ..., and cultivating deep customer relationships. The ideal candidate for this role... ...bonus Unlimited Paid Time Off 401k retirement savings plan Health, dental & vision insurance...RetirementWork at officeRemote work
- ...Pivotal Health is looking for a Senior Client Success Manager to help ensure our healthcare... ...ability to influence and build trusted relationships with C-level stakeholders and... ...health, dental, and vision coverage Retirement savings plan through 401(k) Flexible time off...RetirementRemote workFlexible hours
$110k - $150k
...blending fiduciary digital planning with access to one‑on‑one... ...compensation, home buying, and retirement so they can feel confident... ...The Role As an Enterprise Client Success Manager at LearnLux, you will own... .... You’ll combine deep relationship management with a commercial...RetirementFull timeLocal areaRemote work- ...Partner Success Manager Sourgum is transforming the $100B+ waste and recycling industry through... ...teams to maintain and expand relationships with our partner vendors. This role requires... ...vision, LTD, Life Insurance, etc.), retirement plans (401K). Access to hundreds of gyms,...RetirementWork at officeFlexible hours
$221k - $262k
...for a Strategic Customer Success Manager, Customer Data Platform... ...,000 an employee equity plan grant, Variable compensation... ...and expanding our relationships at all levels of the client organization. The candidate... ...us! Access generous retirement plans like a 4% dollar-for...RetirementLive inWork at office- Ups Job is seeking a Customer Success Manager to manage smaller customers in Saddlebrook and Secaucus, NJ. This role emphasizes customer... ...salary offered, along with comprehensive benefits including health coverage, retirement plans, and more. #J-18808-Ljbffr Ups JobRetirement
- Rokt group is seeking an experienced Customer Success Manager for mParticle to build relationships with key stakeholders in top-tier consumer brands. The... ...equity in the company, catered lunches, and generous retirement plans. Join the team in New York and work with talented...RetirementWork at office
- ...from initial consultation to a successful closing. Your time will be... ...into two main areas: 70% Client Success: You’ll talk to business... ...voice that clients trust. Manage the Process: You’ll keep track... ...to learning. Benefits: Retirement plan, healthcare reimbursement, and...RetirementRemote jobFull timeWork at office
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- A prominent insurance brokerage firm is seeking a Client Relationship Manager - Retirement Services in the EST timezone. This role involves comprehensive relationship management for the firm's Retirement Plan Advisors, with responsibilities including ERISA compliance,...RetirementRemote job
$100k - $120k
...personal care providers, managed care organizations... ...a Customer Success (Operations) Manager... ...a Columbus client with frequent travel... ...growing customer relationships. They will be responsible... ...health plans, paid time-off, company... ...paid holidays, 401K retirement program with a Company...RetirementFull timeLocal areaNight shift$300 per month
...re building a dedicated Customer Success function to own those relationships. You’ll own a portfolio of enterprise... ...relationships in a CS or account management role Direct ownership of a... ...tax commuter benefits and 401(k) retirement plan. Team Culture: Monthly office activities...RetirementFull timeWork at office- Client Success Manager At DXC we use the power of technology to deliver mission... ...executive‑level client relationships; support the Client... ...issues and corrective action planning. Leadership skills to build... ...and disability insurance. Retirement savings plan. Paid holidays...RetirementContract workWork at officeFlexible hours
$145k
Senior Customer Success Manager - n8n | Remote (US) Job Summary n8n, the open workflow orchestration... ...Lead customer kickoffs and success planning, aligning stakeholders on goals and... ..., dental, and vision insurance 401(k) retirement plan with 4% employer match (US) Company...RetirementRemote jobFull timeVisa sponsorship- ...'re seeking an Enterprise Customer Success Manager to lead relationships with our largest and most strategic... ...counterparts. Develop strategic success plans tailored to enterprise customer... ...Plan (Medical, Dental & Vision) Retirement Plan (401k, Roth) Life Insurance Generous...Retirement
$95k - $105k
...seeking a strategic Programmatic Success Manager to manage end-to-end... ...ll Do Manage and execute the planning, trafficking, and monitoring... ...their work. Participate in client‑facing communications to discuss... ...dental and vision benefits. Retirement savings plan with company...RetirementLocal area
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