Client Relationship Manager
$66.3kCheckedUp
CheckedUp is the premier specialty technology platform at the point of care, actively engaging patients and physicians in the waiting room, exam room, and at home. As a health technology leader, CheckedUp aspires to create better educated and more confident patients and physicians who are empowered to make informed health decisions together. This is a hybrid role (remote and in-person). We are seeking a strategic and relationship-driven Client Relations Manager to focus on client expansion, retention, and long-term account growth. In this role, you will serve as a trusted partner to healthcare clients, ensuring they realize maximum value from CheckedUp’s solutions while identifying opportunities to deepen and expand relationships across their organizations. About You This role is ideal for a proactive, consultative professional who thrives on strengthening partnerships, driving account growth, and delivering measurable impact. The ideal candidate is an energetic self-starter with a strong customer-first mindset and the ability to identify key stakeholders and decision-makers within client accounts. You are skilled at building rapport, uncovering growth opportunities, and translating client needs into strategic expansion plans. You are data-informed, highly organized, and comfortable collaborating cross-functionally to ensure seamless client experiences and sustained revenue growth. Responsibilities As a Client Relations Manager, you will play a key role in driving account success and client expansion by: Managing and nurturing a portfolio of existing client accounts Building strong relationships with key influencers and decision-makers within healthcare organizations Developing and executing account plans focused on retention and revenue growth Identifying upsell and cross-sell opportunities aligned with client goals Leading regular business reviews with client to demonstrate value Partnering with internal teams (Sales, Product, Operations) to ensure client satisfaction and successful implementations Proactively addressing client challenges and mitigating churn risk Maintaining accurate account records, opportunities, and engagement activity in CRM Consistently meeting or exceeding retention and expansion targets Qualifications Bachelor’s degree in Business or a related field (Required) 1+ years of experience in account management, client success, or relationship management Proven track record of driving client retention and revenue growth Strong collaboration, oral, and written communication skills Ability to quickly learn new software and tools and adapt to evolving workflows Experience working with healthcare providers and/or hospital systems is a plus Job Type: Full-time Salary: From $66,300.00 per year (plus performance-based incentives) #J-18808-Ljbffr CheckedUp
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$120k - $129k
## Client Relationship ManagerApplylocations: New York, New York: Houston, Texas: Denver, Colorado: Atlanta, Georgiatime type: Full timeposted... ...the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies...SuggestedFull timeContract workPart timeWork at officeHome officeFlexible hours- ...results, we are growing our team and looking for a driven and relationship-focused Account Manager to join us. Role Overview We are looking for a motivated... ...minded Account Manager to manage and grow our client portfolio. This is a dual-focus role combining account management...Suggested
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...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...You'll Be Doing Under general supervision, the client relationship manager acts as a key liaison between larger clients and Stifel Wealth...SuggestedFlexible hours- ...As a Management Trainee, you'll have the opportunity to: Learn and Grow: Engage in our immersive 3-6 month training program to gain... ...customized permanent benefits for their families. Foster Strong Relationships: Build positive and impactful relationships with various...SuggestedPermanent employmentTraineeshipRemote workFlexible hours
- ...upon by brokerages, exchanges, banks, fund managers, and other institutions to provide 24/7... ...provide a white glove service to its clients. Responsibilities Onboarding new clients... ...order to move the client to live Ongoing relationship management - business retention and showing...Work at officeLocal areaFlexible hours
- ...insurance and financial protection solutions to families and individuals #128313;Educate clients on policies that prevent financial disaster during times of loss #128313;Manage your own book of business through virtual appointments - Use our proven internal...Full time
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Ethic in New York City is seeking a Client Relationship Manager to enhance relationships with institutional clients and support the team's growth. This role requires at least 3 years of client-facing experience in financial services with expertise in public equity markets...$110k - $130k
...range $110,000.00/yr - $130,000.00/yr Hybrid : Onsite T/W/TH in New York, NY We are seeking a proactive and entrepreneurial Client Relationship Manager to join a growing Fintech client. In this role, you will be responsible for managing and expanding relationships with a...Full timeRemote work- The Opportunity IBISWorld’s Client Relationship Manager will own a portfolio of client accounts with the goal of maximizing their long‑term value by blending strategic relationship management with commercial growth. You will act as a trusted advisor, partnering closely...Work at office3 days per week
- ...Remote is looking for a Client Relationship Manager III to manage significant client relationships and ensure excellent service delivery. The role will drive product efficiency projects and lead various business-related initiatives in collaboration with business development...Remote work
$120k - $129k
...CFA Society Atlanta Inc. seeks a Client Relationship Manager in New York, NY. This role focuses on delivering exceptional client service across various channels, including retirement and insurance. The successful candidate will manage client relationships, support strategic...$75k - $90k
...Now Hiring: Blockchain Analysis Client Relationship Manager (Remote) Silver Miller is seeking a highly motivated Blockchain Analysis Client Relationship Manager to join our growing team. This is a fully remote position ideal for someone with 1–3 years of experience in...Full timeImmediate startRemote workFlexible hours- ...Client Relationship Manager (RCM) Remote U.S. (designated states) AL, AZ, FL, GA, IN, KS, MA, MI, MS, NC, NV, OR, PA, SC, TN, TX, VA Duties and Responsibilities Exercise financial discretion and independent judgment on matters of financial significance, evaluating possible...Work experience placementLocal areaRemote workWork from homeFlexible hours
$134.72k - $179.62k
.... At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community... ...learn new ones "I can succeed as a Private Client Relationship Manager." As the Private Client Relationship Manager, you...Temporary workPrivate practiceLocal areaFlexible hours- ...A leading insurance agency is seeking Management Trainees to engage in a comprehensive training program. Responsibilities include managing operations, interacting with customers, and developing leadership skills. The ideal candidate will possess effective communication...TraineeshipRemote work
$82k - $92k
...excites you, we encourage you to apply and join our team. Learn more at About the Role Honest Networks is seeking a Client Relationship Manager (CRM) who is excited to help us expand our 5G internet network to new communities by planning and executing on exciting...Full timeWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift- ...Description Job Description Job brief We are looking for a Relationship Manager to build and preserve trusting relationships with our... ...Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run....
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placement- ...Client Relationship Manager - Retirement Services Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Relationship Manager - Retirement Services to their advisory team in Winter Park, FL. Location:...Work at officeRemote work
$190k - $220k
...professional who would be keen to move into client development role. The role will be... ...interest from those at BDM and Senior management level. Within the role you will be supporting... ...Associate Director, implement a client relationship plan with the firms global client base,...Full time$134.72k - $179.62k
Capital Group is hiring a Private Client Relationship Manager in New York to manage day-to-day operations and ensure service goals are met. This role requires strong sales and service skills to enhance client experiences while collaborating with advisors and marketing....$110k - $120k
Client Relationship Manager, Institutional Partnerships Team | New York, NY (4 days/week in office; 5 days/week during first 6 months) What you’ll do: We’re looking for a Client Relationship Manager to join our Growth team and support the expansion of our Institutional...Work at office- Overview Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs...Temporary workWork at officeLocal area
- ...rapidly investing in its institutional client engagement capabilities to deepen partnerships... ...capital, this non-traditional account management role is built for a sophisticated,... ...the Buy/Sell Side: Build deep, trusted relationships with portfolio managers, head traders,...
$90k - $100k
Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific...For contractorsWork at office- Trove FS, LLC in New York is seeking a Relationship Manager to enhance client relationships and manage financial operations for ultra-high-net-worth families. The ideal candidate will possess exceptional communication skills, a solid background in financial planning, and...
- ...A fast-growing fintech company is seeking a remote Relationship Manager to enhance client satisfaction and drive revenue growth. Ideal candidates will have over 5 years of experience in sales and client management within payment processing. This dynamic role involves...Remote work
- ...minded professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The Client Relationship Manager will serve as a trusted partner to a broad range of complex...
$125k - $290k
...exceptional interpersonal skills and interest in client services? We are looking for a professional... ...and successfully retain and expand existing relationships by delivering superior client service. The Client Relationship Manager will support a diverse set of investment...Full timeTemporary workPart timeWork experience placement
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