FinTech Client Success Manager - Onboarding & Training
Kharon
Kharon is seeking a full-time Client Services Manager for Financial Institutions, based in Washington DC or Denver. In-office presence required at least 3 days a week, handling onboarding, client education, and ongoing support for FI clients. The role emphasizes tailoring demonstrations, guiding data integration, and assisting with custom client requirements while staying current on sanctions and compliance developments. #J-18808-Ljbffr Kharon
$75k - $90k
Client Services Manager (Financial Institutions, US) Application Deadline... ...Department: Customer Success Employment Type: Full... ...technical issues. Onboarding and guiding new... .... Conducting regular training sessions (webinars, one... ...financial services , SaaS, FinTech, RegTech, compliance,...TrainingFull timeWork at officeImmediate startFlexible hours3 days per week- ...The 'Manager, Client Success' role manages day-to-day relationships with clients. This entails supporting clients to optimize their return-on... ...needed. Strong presentation skills you will be hosting training sessions for client staff Confident, not easily flustered...TrainingContract work
- ...Our Company PharMerica Overview The Client Success Manager, Senior Living cultivates and maintains an on-going strategic relationship... ...call materials as assigned.• Conducts routine client-facing training for PMC products, tools and resources.• Provides educational...TrainingContract workWork experience placementWork at officeLocal areaRemote workMonday to FridayFlexible hoursShift work
$75k - $85k
...and cutting-edge technology, we help our clients win business and influence policy... ...Leadership Connect is hiring a Client Success Manager to lead user engagement and accelerate... ...across your assigned accounts Lead onboarding and ongoing enablement sessions that translate...SuggestedWork at officeRemote workFlexible hours$60k
...values in our hiring process. About This Role The Client Success Manager will take a key role in managing our large and growing... ...questions and concerns effectively, escalating as needed Onboard clients, understand their needs, and ensure customers gain...SuggestedFull timeContract workSummer holidayRemote work- ...Vice President, Client Partner, FinTech About the Company Leading outsourcing company for software... ...Technology EXL EXL Service Management Consulting Operations Management... ..., digital, operations, and AI. The successful candidate will translate client...
- ...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...Full time
$85k - $100k
...Position Title: Client Success Manager (Hybrid) 2026-1482 Location: Bethesda, Maryland, United States Job Category: Client Services Job Type: Full-Time Description: Overview Are you dedicated to client relations and energized by working in...Full timeContract workFor contractorsFor subcontractorWork at officeLocal areaWork from homeVisa sponsorshipWork visaFlexible hours$43k - $64k
...Begin your career as a Customer Success Manager || at Meltwater, where each... ..., and conducting user training. At Meltwater, we offer more... ...value for customers. Empower clients with tools and resources to... ...delivery. Conduct thorough onboarding and training sessions for new...TrainingWork at officeLocal areaFlexible hours3 days per week$55k - $65k
Description Our Customer Success Team seeks a passionate,... ...Customer Success Manager specializing in Multifamily... ...Facilitate a structured onboarding process for new multifamily... ...ensuring comprehensive training on Brivo’s platform and guiding clients through each phase of the...TrainingWorldwide$90k - $120k
...Core Mission Of The Customer Success Manager Drive engagement along the... ...with high profile enterprise clients, primarily within the US market... ...Dedicated budget for training and professional development... ...Your next quest: complete the onboarding. Hack Your Career, Today. Join...TrainingFull timeTemporary workRemote workHome office$156.66k - $165.87k
...and professionals whose success depends on accurate... ...Company-sponsored training and development opportunities... ...We are looking for a Client Executive – Government... ...resolution. Lead onboarding for new government customers... ...experience in client management, account management,...TrainingPermanent employmentFull timeContract workRemote workFlexible hours- ...research expertise and cutting‑edge technology, we help our clients win business and influence policy across various specialties... .... About the Role Leadership Connect is hiring a Client Success Manager to lead user engagement and accelerate product adoption across...
$150k - $160k
...together with our peers and clients to leverage the best of one another... ...for a Client Partner to manage clients within the assigned Microsoft... ...our people are to the success of our clients, it’s a... ...continuous learning, growth, and training with a dedicated focus on employee...TrainingFull timeTemporary workLive outWork at officeLocal areaFlexible hours$135k - $150k
...and nationally. Responsibilities Client Service Management (Keep Clients) The Manager is... ...process improvements, board education, and training). Build relationships with client... ...to support a positive, informed onboarding experience. Human-Centric, Tech-Forward...TrainingFull timeContract workPart timeImmediate start- ...Head of Client Experience About the Company Travel company... ...advisors, and partners. The successful candidate will be responsible... ...customer service processes, training programs, and SOPs, as well as... ...leading service operations, managing escalated customer concerns,...TrainingRemote work
- ...in a people-focused, service-driven environment. With full training, inbound client leads, and an established mentorship program, you can... ...may vary by state and will be reviewed with candidates during the hiring and onboarding process. #J-18808-Ljbffr AO Globe LifeTrainingHourly payWeekly payFor contractorsCurrently hiringRemote workFlexible hours
$75k - $100k
...over the past 30 years have benefitted our clients integrated strategies which SQA can... ...Development. This occurs in the form of managed programs at their suppliers that include... ...surveillance. Overview: As a Client Success Manager at SQA Services you will play a pivotal...Permanent employmentFull timeContract workTemporary work$120k - $150k
...results-driven Tier 2 Customer Success Manager (CSM) in the Eastern U.S.... ...ensure seamless handoffs. Onboarding and Adoption:... ...product adoption by providing training, resources, and best practices... ...success), ideally in SaaS and FinTech. You’re deeply curious, willing...TrainingFull timeRemote work$190k - $218k
...in assurance and risk management. Driven by our purpose... ...many of the world’s most successful organizations, we use... ...customers and the clients they serve turn digital... ...consistent approach to onboarding, change enablement, customer... .... Lead role-based training, communications and...TrainingTemporary workWork at officeFlexible hours3 days per week- ...Military, Veterans and Diverse Job Seekers is seeking a Manager, Client Success to oversee day-to-day client relationships and optimize ROI with our Technology and Diligence products. You will support clients in using Technology Products, manage the delivery process for...Contract work
- ...Military, Veterans and Diverse Job Seekers is seeking a Client Success Director in Rockville, MD with flexible remote options. You will... ...communicate OPIS data methodologies to diverse client stakeholders, support onboarding, and help shape product roadmaps. #J-18808-LjbffrRemote workFlexible hours
$90.45k - $133.31k
...Customer Success Manager, US DODApply: VA - Hybrid: Arlington, VA: Full time: Posted Today: JR2117 See yourself at Dataminr... ...unless traveling (approximately 25% travel for ongoing training and client engagements). AI Innovation at Dataminr Working at...TrainingFull timeWork at officeFlexible hours2 days per week- Meltwater is hiring a Customer Success Manager to ensure ongoing value for our customers through... ...product adoption, risk mitigation, and training. You will work with Renewal and Account... ...a proactive, collaborative approach to client relationships in English. #J-18808-...TrainingWork at office3 days per week
$144k - $184k
About the role:This Client Executive role is responsible for setting... ...the trusted advisorAccount management with outcome of increased... ...external experience with proven success in consultative sales, preferably... ...not limited to, education, training, experience, professional...TrainingContract workWorldwide- Customer Success Manager Join to apply for the Customer Success Manager role at PerformYard PerformYard has developed a simple and... ...advisor relationship with each customer through the onboarding and training process to drive the value of our products long term. Respond...TrainingFull timeRemote work
$88k - $105k
...districts. Position Summary The Customer Success Manager is essential for driving growth and... .... This role involves developing strong client relationships, understanding their needs... ...knowledge, problem-solving skills and training to enhance customer engagements while generating...TrainingContract workTemporary workRemote workWork from home$160k - $210k
...Service Edge) and Next-generation Managed Services, we are empowering... ...collaboration, and customer success. Our team is comprised of... ...and maintaining exceptional client relationships that fuel growth... ...including job-related skills, training, location, experience, relevant...TrainingWork at officeRemote workFlexible hours$110.5k - $149.5k
...experience US Citizenship Required: Yes Job Description: The Client Services Manager is responsible for leading the organization’s IT Service... ...knowledge articles, SOPs, runbooks, procedures, and training materials within ServiceNow Knowledge Management. Identify...TrainingTemporary workImmediate startRemote workWorldwideFlexible hoursShift work- ...firm, partnering with clients to solve the worldâs most... ...and construction managers and other professionals... ...readily accomplished by successfully delivering on the... ...attend an in-person Day 1 onboarding at an AECOM office location... .... Our award-winning training and development...TrainingContract workWork at officeLocal areaRemote workWorldwideFlexible hours
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