27 Client Relations jobs in Brooklyn
Client Relations Manager
Posted 16 days ago
Job Viewed
Job Description
At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education.
**Our culture values diversity, engagement, and discovery**
Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is critical to the success of our company and our learners, as well as our individual well-being. We recognize the value of different perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see Client Operations Manager will:**
This role will work to manage and deliver talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through the entire contract lifecycle. Success in this position will be defined by our ability to deliver exceptional talent pipeline and upskilling services to our corporate clients, help grow the client relationship, and demonstrate the performance vital for the sales team to expand our business. In addition, they will analyze and improve organizational processes, and work to improve quality, productivity and efficiency.
The Client Operations Manager will be responsible for managing several corporate clients and the talent pipeline and upskilling service(s) delivered to include the following:
+ Responsible for all phases of the talent pipeline lifecycle - helping clients with processes throughout onboarding, assisting with the design and process development for each client, proactively contacting clients at strategic intervals through the contract lifecycle, assisting with technical support needs, providing regular reporting, and holding quarterly progress sessions for assigned clients.
+ Develop and implement operational policies and procedures related to candidate application, enrollment, and persistence through our train-to-hire programs in preparation for placement with our corporate clients. Be responsible for applicant outreach, communications, and success through the recruitment funnel.
+ Develop and implement operational policies and procedures related to enrollment, persistence and certification for upskilling trainees identified by our corporate clients. Be responsible for upskilling trainee support, communications, reporting, and success.
+ Analyze operational processes and performance data to find opportunities for improvement.
+ Lead and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics.
+ Vet and prepare trainees for referral to clients to be interviewed and hired for on-site training.
+ Work cross functionally with both internal departments and external clients to achieve goals.
+ Identify and implement strategies to improve quality of service, productivity and profitability for both recruited candidates and upskilling students enrolled by clients.
+ Liaise and cross-collaborate with internal team members to ensure forecasting is fulfilled appropriately.
+ Ensure all operations are carried on in an appropriate and cost-effective way; respond to clients and students in a timely manner.
+ Support in forecasting requirements, communicating with clients directly, and addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client success and growth.
+ Be responsible for related procurement processes and coordinate material and resources allocation.
+ Identify and address problems and opportunities for the business.
+ Provide data and support to management as needed.
**Skills You'll Need Here:**
**Basic:**
+ BA/BS or equivalent work experience and a validated, successful track record in a detail oriented position.
+ Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work.
+ Values and appreciates diversity of thought; able to work with diverse audiences both internally and externally.
+ Highly flexible and adaptable to change.
+ High energy and good communication skills both written and verbal.
+ Ability to interact professionally with Vice Presidents and Director level staff within clients.
+ Have a customer focused mentality; both in work with candidates, trainees and clients.
+ Comfortable using technology in performing routine job tasks and for product demonstration purposes.
+ Outstanding organizational and time management skills.
+ Proficiency in PC and Microsoft Office applications. Great if experienced with Salesforce.
+ Ability to monitor and evaluate operational data.
**Preferred:**
+ Professional business-to-business/customer success experience (3 years strongly desired)
+ Experience working with adult learners and non-traditional students.
+ Proficiency in being a great partner within and outside one's own department.
+ Understanding of client relations/partnership management and how to efficiently work with external partnerships.
+ Driven to succeed and yearning to make impact; customer success obsession mentality.
Cengage Group is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other classification protected by applicable federal, state, provincial or local laws.
Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process, please contact us at or at .
**About Cengage Group**
Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**Compensation**
At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here ( to learn more about our _Total Rewards Philosophy_ .
The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.
$58,300.00 - $75,750.00 USD
**Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.
We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**_Warning: Be aware, there has been an increase of targeted recruitment_** **_scams perpetrated by bad actors falsely providing job offers on behalf Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates via live in-person meetings, phone calls and video calls before an offer would be extended. Also, be sure to check that communication is coming from an @cengage.com email address._**
Client Relations Manager
Posted 4 days ago
Job Viewed
Job Description
At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education.
**Our culture values diversity, engagement, and discovery**
Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is critical to the success of our company and our learners, as well as our individual well-being. We recognize the value of different perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see Client Operations Manager will:**
This role will work to manage and deliver talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through the entire contract lifecycle. Success in this position will be defined by our ability to deliver exceptional talent pipeline and upskilling services to our corporate clients, help grow the client relationship, and demonstrate the performance vital for the sales team to expand our business. In addition, they will analyze and improve organizational processes, and work to improve quality, productivity and efficiency.
The Client Operations Manager will be responsible for managing several corporate clients and the talent pipeline and upskilling service(s) delivered to include the following:
+ Responsible for all phases of the talent pipeline lifecycle - helping clients with processes throughout onboarding, assisting with the design and process development for each client, proactively contacting clients at strategic intervals through the contract lifecycle, assisting with technical support needs, providing regular reporting, and holding quarterly progress sessions for assigned clients.
+ Develop and implement operational policies and procedures related to candidate application, enrollment, and persistence through our train-to-hire programs in preparation for placement with our corporate clients. Be responsible for applicant outreach, communications, and success through the recruitment funnel.
+ Develop and implement operational policies and procedures related to enrollment, persistence and certification for upskilling trainees identified by our corporate clients. Be responsible for upskilling trainee support, communications, reporting, and success.
+ Analyze operational processes and performance data to find opportunities for improvement.
+ Lead and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics.
+ Vet and prepare trainees for referral to clients to be interviewed and hired for on-site training.
+ Work cross functionally with both internal departments and external clients to achieve goals.
+ Identify and implement strategies to improve quality of service, productivity and profitability for both recruited candidates and upskilling students enrolled by clients.
+ Liaise and cross-collaborate with internal team members to ensure forecasting is fulfilled appropriately.
+ Ensure all operations are carried on in an appropriate and cost-effective way; respond to clients and students in a timely manner.
+ Support in forecasting requirements, communicating with clients directly, and addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client success and growth.
+ Be responsible for related procurement processes and coordinate material and resources allocation.
+ Identify and address problems and opportunities for the business.
+ Provide data and support to management as needed.
**Skills You'll Need Here:**
**Basic:**
+ BA/BS or equivalent work experience and a validated, successful track record in a detail oriented position.
+ Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work.
+ Values and appreciates diversity of thought; able to work with diverse audiences both internally and externally.
+ Highly flexible and adaptable to change.
+ High energy and good communication skills both written and verbal.
+ Ability to interact professionally with Vice Presidents and Director level staff within clients.
+ Have a customer focused mentality; both in work with candidates, trainees and clients.
+ Comfortable using technology in performing routine job tasks and for product demonstration purposes.
+ Outstanding organizational and time management skills.
+ Proficiency in PC and Microsoft Office applications. Great if experienced with Salesforce.
+ Ability to monitor and evaluate operational data.
**Preferred:**
+ Professional business-to-business/customer success experience (3 years strongly desired)
+ Experience working with adult learners and non-traditional students.
+ Proficiency in being a great partner within and outside one's own department.
+ Understanding of client relations/partnership management and how to efficiently work with external partnerships.
+ Driven to succeed and yearning to make impact; customer success obsession mentality.
Cengage Group is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other classification protected by applicable federal, state, provincial or local laws.
Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process, please contact us at or at .
**About Cengage Group**
Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**Compensation**
At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here ( to learn more about our _Total Rewards Philosophy_ .
The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range.
$58,300.00 - $75,750.00 USD
**Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms.
We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education.
**_Warning: Be aware, there has been an increase of targeted recruitment_** **_scams perpetrated by bad actors falsely providing job offers on behalf Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates via live in-person meetings, phone calls and video calls before an offer would be extended. Also, be sure to check that communication is coming from an @cengage.com email address._**
Manager, Client Relations
Posted today
Job Viewed
Job Description
Job Description
Job Description
Ingram Content Group (ICG) is hiring a Manager, Client Relations to join our team in New York. The Manager, Client Relations works with Two Rivers leadership to facilitate the day-to-day operations of the Client Relations team and implement brand strategy. They will also manage the relationship with an assigned subset of client publishers, oversee brand marketing initiatives and Two Rivers client communication.
Ingram Content Group (“Ingram”) connects people with content in all forms. Providing comprehensive services for publishers, retailers, libraries, and educators, Ingram makes these services seamless and accessible through technology, innovation, and creativity. With an expansive global network of offices and facilities, Ingram’s services include digital and physical book distribution, print-on-demand, and digital learning.
The world is reading, and it is our goal to connect as many people to the content they want in the simplest ways. If you share that passion, enjoy working in a fast-paced environment and want to contribute to a strategic part of the business that is evolving and expanding, we can’t wait to meet you!
Required Qualifications:
- Bachelor’s Degree
- 6 years of client management/relations experience and/or relevant publishing experience.
- 1 year of supervisory or project coordination experience
Key Responsibilities:
- Oversees brand and publisher level client communications including the brand newsletter.
- Serves as a liaison and advocate between assigned client publishers and the Ingram organization including formal and informal communications, inventory planning and management, Ingram Content Group activity relating to the publisher.
- Evaluates client expectations, Ingram’s ability to meet those expectations and forms strong interactions with all levels within the publisher.
- Provides guidance on clients’ publishing programs and individual titles.
- Interacts with IPS sales team on commercial outreach and sales projections on a regular basis.
- Partners with the IPS Sales and ICG Trade Show & Events teams to design and manage semi-annual sales conferences for client publishers as well as other client events.
- Manages the day-to-day activities of the Two Rivers Client Relations Coordinator and Office Administration team, including on-going training, mentoring, and education to ensure their professional growth.
- Educates clients on ICG service offerings including Metadata and Marketing, Lightning Source, and digital sales, and best usage of these programs tailored to client needs.
- Manages seasonal deadlines, Edelweiss cataloging, client publicity update process, and maintenance of up-to-date business materials.
- Collaborates with the Senior Manager, Client Relations on brand marketing strategy, including website development and brand presence at select trade shows.
Hiring Salary Range: $87,475k - $110,601k. This range represents the anticipated low and high end of the salary for this position. It will be determined by factors including but not limited to: the applicant’s education, experience, knowledge, skills, and abilities, geographic location, as well as internal equity and alignment with market data.
Additional InformationPerks/Benefits:
- A highly competitive compensation package with generous benefits beginning first day of employment for Medical/Prescription Drug plans, HSA, Vision, Dental and Health Care FSA.
- 15 vacation days & 12 sick days accrued annually and 3 personal days
- 401K match, Life and AD&D, Employee Assistance programs, Group Legal, & more
- Encouraged continued education with our tuition reimbursement program
- Financial and in-kind opportunities to engage with non-profits in your community
- Company match program for United Way donations
- Volunteer opportunities and in-kind drives for non-profits throughout the year
- Casual Dress Code
Ingram Content Group is a part of Ingram Industries Inc. and includes Ingram Book Group LLC, Ingram Publisher Services LLC, Lightning Source LLC, Ingram Library Services LLC, Tennessee Book Company LLC, Ingram Content Group UK Ltd. and Ingram Content Group Australia Pty Ltd.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, work related mental or physical disability, veteran status, sexual orientation, gender identity, or genetic information.
- EOE-Race/Gender/Veterans/Disabled
- We participate in EVerify
- EEO Poster in English
- EEO Poster in Spanish
Client Relations Manager
Posted today
Job Viewed
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Job Description
QualityPro Pest Wildlife Services, one of the highest-rated pest control companies in Westchester County, is looking for a proactive and detail-oriented individual to join our team as a Client Relations Manager (CRM).
In this role, you will play an integral part in shaping the customer experience and setting a positive tone for all future interactions. You will help maintain strong relationships between the company and its customers by efficiently managing a high volume of calls, answering queries, and providing solutions to meet customer needs.
Your primary responsibilities include collecting contact information from prospective customers, explaining service offerings, preparing and sending quotes, and taking detailed, accurate notes on every account. You will also schedule and communicate with technicians, handle customer inquiries and complaints through phone calls, emails, and texts, and ensure customer satisfaction by resolving issues promptly. When necessary, you will escalate complex concerns to higher management while adhering to the company’s policies and procedures.
Compensation:$52,500 per year
Responsibilities:- Maintain a positive relationship between the company and its customers
- Efficiently manage a high volume of customer calls and answer queries
- Collect prospective customers’ contact information and provide detailed service explanations
- Prepare and send quotes based on phone interviews with prospective or existing customers
- Take detailed and accurate notes on every account and customer interaction
- Schedule and communicate with technicians to ensure seamless service delivery
- Handle customer inquiries and complaints through phone calls, emails, and texts
- Check in with customers after their service is complete to ensure satisfaction
- Resolve customer issues promptly and escalate complex concerns to management when necessary
- Follow the company’s policies and procedures to maintain service consistency
- Maintain a positive mindset and actively support team members
- Display strong organizational and time management skills
- Practice excellent phone etiquette and ensure punctuality and reliability
- Excellent computer and communication skills
- Comfortable talking with customers over the phone
- Ability to handle customer complaints in a diplomatic manner
- Willingness to be a collaborative team player
- Highly organized with strong attention to detail
- Ability to prioritize tasks and multitask effectively
- Demonstrate honesty, integrity, and a strong work ethic
- Ability to learn quickly and take on new responsibilities
- Strong judgment and independent thinking skills
- A self-starter with the ability to anticipate and solve problems
- Strong interpersonal skills to build and maintain customer relationships
QualityPro Pest & Wildlife Services is a top-rated company in Westchester County, dedicated to providing comprehensive residential and commercial pest and wildlife control services. Our mission is to help keep our community’s homes, yards, and businesses free of pests and nuisance wildlife through mindful, timely, and effective service.
From our office staff to our field technicians, the entire QualityPro team is committed to delivering exceptional service on every visit. Whether we’re handling insect infestations or tackling rodent problems, we strive to give our customers peace of mind by ensuring their properties are safe and pest-free year-round.
Director of Business Strategy & Client Relations
Posted today
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Job Description
Position Title: Director of Business Strategy & Client Relations
Pay 17
Reports To:
Salary: $150,000 - $200,000
Other Forms of Compensation:
Become part of Restaurant Associates, the industry’s leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations! Voted Glassdoor's Employee Choice Awards - Best Places to Work, This is R/A !
Job Summary
Restaurant Associates seeks a dynamic candidate, who has an outstanding background in contract services hospitality management with proven ability in cultivating client Engagement and retention. Reporting to the COO, from R/A’s NYC Corporate office location, The Director of Business Strategy & Client Relations is responsible for driving client satisfaction, retention, and business growth. This role combines client relations, business development, and innovative thinking to deliver exceptional service and value our Premier Clients.
Responsibilities:This is an outstanding opportunity to take part in shaping RA’s best –in-class hospitality and culture of CARE that allows our associates to do their best for each other and in turn the very best for our premier clients.
The business Savvy candidate will be working closely with Divisional Business Leadership and teams, ensuring high standards, building strong client relationships, and identifying opportunities to enhance offerings through market insights and trends. Additionally, the Director of Business Strategy & Client Relations supports new business proposals to attract potential clients, hosts regional training sessions for operational excellence, and contributes to R&D efforts to keep services ahead of market expectations.
Key Drivers
Client Engagement : Cultivate strong client relationships through site visits, QBR’s and ongoing engagement, acting as an additional contact to address concerns and support resolutions. ; Organize and manage annual client expos, showcasing the latest trends and developments in hospitality to engage and inspire clients.
Portfolio Management : Coordinate and support in managing client relations and retention portfolios, focusing on strategies that emphasize quality, service, innovation, and value.
Retention & New Business : Support rebid, contract renewal processes and new business RFPs, ensuring proposals and proformas meet both client needs and company objectives.
Quarterly Business Reviews: Ensure regular QBRs are conducted to provide clients with performance updates, gather feedback, and explore new partnership opportunities.
Evaluation Planning : Develop and implement evaluation plans for accounts nearing contract expiration, focusing on key areas for improvement to enhance retention potential.
Strategic Collaboration : Partner with Operations, Finance, Marketing, Culinary, and Wellness teams to develop comprehensive retention plans that include operational, financial, relationship, proposal, and rebid strategies.
Research & Development : Conduct in-depth market and industry research to identify new trends and innovative service concepts. Collaborate with culinary, marketing, and wellness to stay ahead of industry trends, developing forward-thinking programs and services that anticipate client and consumer preferences
Regional Trainings : Host regular regional training sessions, guiding operators on best practices for maintaining and strengthening client relationships, and delivering exceptional service in line with company standards.
Key Competencies
Strong Communication & Listening skills, Creative Thinker & effective Problem Solver, Relationship builder, Collaborates and interacts effectively across various Stakeholders, Processes Genuine Hospitality Aptitude, Sales and Marketing Knowledge, and Familiarity with the industry and market trends is essential for providing relevant and effective solutions.
• BA or BS degree required
• Previous district-level management experience required in a multi-branded food service management or retail-food service organization
• Demonstrated success with multiple client interfaces at all levels of the organization. Strategic thinking, Proposal, and proforma experience required
• Able to read and interpret financial data
• Excellent verbal and written skills and the ability to negotiate contracts, and understands WITY.
• Proficient with Microsoft Office Suite
Apply to Restaurant Associates today!
Restaurant Associates is a member of Compass Group USA
Click here to Learn More about the Compass Story
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.
Associates at Restaurant Associates are offered many fantastic benefits.
- Medical
- Dental
- Vision
- Life Insurance/ AD
- Disability Insurance
- Retirement Plan
- Paid Time Off
- Holiday Time Off (varies by site/state)
- Associate Shopping Program
- Health and Wellness Programs
- Discount Marketplace
- Identity Theft Protection
- Pet Insurance
- Commuter Benefits
- Employee Assistance Program
- Flexible Spending Accounts (FSAs)
- Paid Parental Leave
- Personal Leave
Applications are accepted on an ongoing basis.
Restaurant Associates maintains a drug-free workplace.
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.
Req ID:
Restaurant Associates
Leah Curry
((req_classification))
Client Support Engineer
Posted today
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Job Description
Job Description
About Us:
Versana is an industry-backed data and technology company on a mission to transform the syndicated loan market. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the modernization of the syndicated loan market.
About You:
Versana is looking for an independent, results-driven problem solver who loves working with clients. The Client Support Engineer will play an important role in our client engagement process as the main point of contact for issue resolution. You will represent the company while directly interacting with our top-tier clients and relaying their feedback to our product and technology teams to drive our development efforts. You are a team player who thinks outside the box and commits to solid processes, from monitoring production issues to delivering a best-in-class client experience.
Key Responsibilities- Maintain subject matter expertise in syndicated loans and our platform.
- Troubleshoot complex issues that span multiple technologies.
- Own and manage client issues throughout its support lifecycle.
- Collaborate with internal teams to resolve client issues.
- Synthesize client feedback and clearly communicate to internal teams.
- Proactively monitor production platform to identify and manage potential platform issues.
- 2-5 years of hands-on technical client support with a track record of exemplary customer service.
- Knowledge of financial products or experience in a fintech company.
- Knowledge of relational databases, ability to write basic SQL queries.
- Understanding of SDLC.
- Knowledge of Object-oriented programming.
- Familiarity with Restful APIs.
- Experience with ticketing systems and support workflows.
- Willingness, flexibility and commitment required to thrive in a startup environment.
- Ability to work effectively in a team setting and be a hands-on team member.
- Strong multi-tasking skills to manage cross-functional responsibilities.
- Strong verbal and written communication.
- Experience with syndicated loans.
- Knowledge of Loan IQ.
- Knowledge of Institutional Lending.
- Exposure to capital markets.
Equal Opportunity Employer
We are committed to providing equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Client Success Manager - Relationship Management
Posted today
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Job Description
Salary: 85,000-95,000 base
Position Overview:
As a Client Success Manager,you'll be responsible for building and maintaining strong relationships with clients, understanding needs, and helping to maximize the utilization of Sage Intacct software solutions. Through inbound resolution, targeted outreach, and annual client business reviews, you will be responsible for offering strategic advice to meet organizational client goals and ensuring best-in-class client experiences.
This role requires exceptional communication and writing skills, sales acumen, and technical knowledge of Sage Intacct.
Responsibilities:
- Cultivate strategic relationships to understand evolving needs and identify opportunities for growth
- Ensure smooth transition from implementation to post-live status
- Prepare and deliver comprehensive annual/quarterly business reviews for clients
- Conduct regular cadence check-ins across an established book of business (+100 clients)
- Manage inbound client requests, including de-escalation needs, questions related to integration opportunities, third-party software solutions, and Accordants proprietary software solutions and serve as a liaison across departments for resolution
- Identify potential upsell leads and work closely with sales team to ensure correct solution is in place for client needs
Skills Required:
- 3+ yrs Client Experience / Success / Customer Service background with a proven track record in both sales and client retention
- 2+ years experience with Sage Intacct
- 1+ yr of Experience Managing a large book of business (100+ clients)
- Ability to navigate complex or escalated client relationships
- Ability to multi-task with strong prioritization skills
- Exceptional communication skills (verbal and written) to multiple levels of organizations, inclusive of C-suite
- Ability to navigate ambiguity and build upon current processes to maximize efficiency
Additional Preferred Skills
- Previous experience with client metrics such as NPS, CSAT, and Voice of the Customer Data, and Client Health Scores
- Knowledge of the construction industry
- Proficiency in Salesforce
- 1+ yr Software / SaaS experience in a sales-focused role
- Previous experience with Project Management tools
Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation
Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.
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Customer Relations Lead
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Job Description
About AngelList:
We exist to accelerate innovation by increasing the number of successful startups in the world. We want to give more people the opportunity to participate in the venture economy by building the financial infrastructure that makes it possible for more people to invest in world changing startups, and build tools for startups that help them run their operations so they can focus on building.
AngelList is the nexus of venture capital and the startup community. We support over $171B+ assets on our platform, and we’ve driven capital to over 13,000 startups. 57% of top-tier U.S. VC deals involve investors on AngelList.
While our scale is large, our ambitions are even larger – we’re innovating on the financial infrastructure for venture investors and the startups they invest in. Come build with us.
About the Role:
AngelList is hiring a Customer Relations Team Lead to manage a team of Account Managers and Associates who support our core customers: venture fund managers (GPs). GPs rely on AngelList to run every operational aspect of their fund, from formation and fundraising to financial reporting and wind-down. This role is based in-office, in New York City.
You’ll be responsible for both people management and hands-on customer work. Your team owns a book of business and acts as the primary point of contact for hundreds of GPs across fund lifecycles. You’ll also personally manage our most complex and strategic fund relationships. This is a role that blends customer obsession with operational rigor: you'll coach teams, manage incidents, and create clarity out of ambiguity. Previous venture experience isn’t required, but you’ll need to ramp up quickly and develop strong fluency in GP needs.
You’ll collaborate with internal experts across product, fund administration, legal, and tax, but your north star is customer impact. The Customer Relations team exists to ensure GPs get full value from our software and services, and your work will define what excellence looks like at scale.
Note: This is not an investing role. You’ll support GPs operationally, not in diligence, deal sourcing, or portfolio analysis.
Responsibilities:- Lead, coach, and manage a team of Account Managers and Associates responsible for GP onboarding, enablement, and lifecycle management across fund types.
- Personally own key customer accounts, engaging with high-value GPs to deliver proactive, strategic support across fund lifecycles.
- Oversee operational execution, ensuring high task throughput, strong SLA adherence during peak seasons, and timely incident resolution.
- Drive GP retention and satisfaction by monitoring key health metrics (e.g., NPS, CSAT, churn) and intervening early to de-risk issues.
- Act as the Incident DRI (Directly Responsible Individual) for customer-impacting issues, coordinating internal teams and driving to resolution with clear external comms.
- Identify and help resolve systemic issues across product, tax, and ops workflows to improve the customer experience and contribute to revenue growth.
- Set the standard for what “great” looks like across every customer touchpoint.
- Co-create a scalable team with the head of function, removing operational obstacles and reducing redundant manual effort, with the goal of improving the ratio of reactive to proactive work.
- 5+ years of client-facing account management experience, including 2+ years managing a team. Proven ability to develop and nurture talent to retain team members and create clear development pathways.
- Operational fluency, ideally in fund administration, financial services, or a similarly complex domain. You understand how service delivery, metrics, and product systems intersect, and you can manage all three.
- Commercial acumen, with exposure to contracting nuances including repricing and renewal support.
- Proven ability to lead through ambiguity, prioritize ruthlessly, and take initiative to improve or build process.
- Experience managing incidents, communicating with stakeholders, and driving cross-functional alignment.
- Strong judgment and problem-solving skills; you see around corners and act proactively.
- High standards for execution and a bias for action; you don’t just see what’s broken, you take ownership and resolve it.
- Deep empathy for customers and a belief that support should be a strategic differentiator.
- A strategic business mindset to balance competing priorities and navigate the pace of a fast-moving startup.
- Highly Desired: familiarity with venture capital, fund operations, or LP/GP dynamics.
AngelList has offices in two hub cities: San Francisco and New York City that you can choose to work from. This role is based in our NYC office. We’re focused on hiring within these hubs and people hired from these hub offices are expected to come into the office twice per week (Tuesdays and choice between Wednesday or Thursday).
Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role is $170,000+ annually but actual will vary based on a number of factors including a candidate’s professional background, experience, and location. Additional details about our Total Rewards package will be provided during the recruitment process.
Benefits: We support our employees in their lives both inside and outside of work.
*See additional detail on our benefits here: -benefits
*Learn about our Funders & Founders Program here:
Working at AngelList: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape how we work, collaborate, and create impact. If the below resonate, we’d love to have you with us.
*Beliefs:
*Values & Leadership Expectations:
AngelList is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Wealth Management Client Relationship Manager
Posted 4 days ago
Job Viewed
Job Description
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 financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (