30 Client Relations jobs in Omaha
Client Services Manager
Posted 16 days ago
Job Viewed
Job Description
The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
Key Duties and Responsibilities
- Monitors government filings and current government regulations that may affect the operations of the Company or the client.
- Facilitates client meetings, including minute-taking and recording key actions from board meetings.
- Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel.
- Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs.
- Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s).
- Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client.
- C onducts board meeting pre-alignment including collation of Administrative Reports for board meetings.
- Provides account management support by conducting research needed for issue resolution.
- Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff.
- Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars.
- Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties.
- Maintains communications and effective working relationships.
- Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors.
- Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients.
- Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing.
- Performs other duties as assigned.
Minimum Qualifications
- Education
- Associate's degree in a business-related field.
- Skills
- Excellent verbal and written communication skills, including interpersonal and presentation skills.
- Ability to communicate effectively with all levels of an organization.
- Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction.
- Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly.
- High motivation, ability and willingness to learn.
- Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results.
- Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities.
- Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
- Other
- Ability and willingness to travel as necessary.
- Bachelor's of Business Administration degree.
- Experience working in client relationship management.
- Professional experience working with Taft-Hartley clients and plan professionals.
- Experience working in a healthcare environment or third-party administrator.
- Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet.
- Knowledge of third-party administrator operations and Taft Hartley organizations.
*Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job. Duties, responsibilities and activities may change at any time with or without notice.
Working Conditions/Physical Effort
- Prolonged periods of sitting at a desk and working on a computer.
- Regular travel throughout multiple states.
- May be required to work remotely.
- Must be able to lift up to 15 pounds at times.
Disability Accommodation
Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at , and we would be happy to assist you.
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before.
We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American!
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!
Client Services Representative
Posted today
Job Viewed
Job Description
Description
The Client Services Representative will be responsible for, but not limited to:
- Maintaining industry leading service standards by providing prompt service and one call resolution.
- Timely entry of all inbound leads
- Availability and dependability to multitask between systems and job duties such as documentation, taking calls, following up on items as needed.
- Highly focused on a total team environment to create a great culture that centers around servicing the customer and creating growth for the company.
- Most calls will be from current clients who have questions about their policy in regards to coverage, billing, clarification, etc.
From the manager, "Our service team is focused on our customers and how we can best service their needs with current policies and provide opportunity for additional coverage and overall retention."
#centralpriority25
Pay and Benefits
The pay range for this position is $19.00 - $21.47/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Omaha,NE.
Application Deadline
This position is anticipated to close on Jul 23, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Client Services Specialist
Posted today
Job Viewed
Job Description
Company:
NICO National Indemnity CompanyWant to work for a company with unparalleled financial strength and stability that offers "large company" benefits with an exciting, friendly, and "small company" atmosphere? Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.
The Client Services Specialist, provides excellent customer service to agents, insureds, claimant, and others contacting the Berkshire Hathaway Homestate Companies or the National Indemnity group of insurance companies. Directs callers and emails to the appropriate individual or department. Provides contact information for agents, affiliated companies, etc. as appropriate. Supports various business units by handling daily workflow transactions, including misdirected or returned emails, indexing, submission preparatory work, and basic correspondence. This position will be with National Indemnity Company in Omaha, NE and hybrid eligible after six months of employment. This position is not eligible for employer visa sponsorship. What will you do?- CUSTOMER SUPPORT: Provides excellent customer service to agents, insureds, claimants, and others contacting the Berkshire Hathaway Homestate Companies or the National Indemnity group of insurance companies.
- UNDERWRITING SUBMISSION SUPPORT: Supports Underwriting departments by processing various submission steps which may include, indexing, preparing resource documents, and assigning priorities according to standardized procedures.
- CUSTOMER INFORMATION UPDATING: Correct and/or update address and contact information in various systems at the direction of Underwriting and/or Client Services teams.
- LOSS RUN REQUEST HANDLING: Process written requests from agents and insureds for copies of policy loss runs in accordance with procedures.
- High school diploma or GED and two years college or equivalent work experience.
- One or more years work experience.
- Ability to perform basic math
- Ability to operate proficiently a personal computer and related software such as Microsoft Office (Excel, Word, etc.)
- Someone with excellent customer service
- Someone who has positive and effective customer service
- Ability to pay attention to detail
- Superior English, grammar, spelling, punctuation and sentence structure
- Superior oral and written communication
- Someone having excellent oral and written communication with all levels of the organization and with Agents
- Enjoys reading and writing documentation
- Has strong active listening skills
- Someone who can work independently
- Strong ability to organize time and resources and handle multiple high priorities
- Ability to work well with others
- Someone who will maintain confidentiality
- Ability to work with detail with accuracy
We want you to be involved! We offer Employee Resource Groups for volunteering, connecting with others, social gatherings, and professional development. We also regularly seek employees input through companywide surveys.
We care about your health and wellbeing! Our Wellness program is integrated into the Company culture with an online wellness portal that offers a year-round, one-stop-shop to manage and track all areas of health, our Omaha office boasts a complimentary state-of-the-art onsite fitness center, and a robust wellness program.
Benefits, Perks and more! We offer retirement and savings plan with immediate enrollment with 100% employer match up to 5%, Medical, Dental and Vision for regular, full-time employees and eligible dependents, a dedicated Learning & Development program for employees to grow personally and professionally, 100% upfront Educational Reimbursement program, subsidized downtown parking, competitive time off policies including parental leave, an Employee Assistance program and much more!
Client Services, Professional

Posted today
Job Viewed
Job Description
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Client Services, Professional
**What does a successful** **Client Services Professional do?**
As a Client Services Professional you are the day- to- day client experience partner for financial institution clients. You are accountable for being the first line support representative servicing all their tactical and operational inquires related to the client's credit card program and solution to an optimal conclusion.
**What you will do:**
+ The Client Services Professional serves as the primary point of contact for credit clients, providing operational servicing, support and issue resolution for their credit card solution, as well as its complementary products and services. This includes facilitating client requests for additional products and services.
+ The Client Services Professionals network and partner with multiple business areas throughout the organization and acts as a liaison between the client and Fiserv internal partners for product enhancement, defects, and implementation requests.
+ Accountable for client related inquiries and the engagement of the appropriate resources to ensure a timely and satisfactory resolution.
+ Schedule and lead meetings with both client partners and internal Fiserv colleagues to provide status updates, drive issue resolution, build strong relationships, etc.
+ Communicate transparently with stakeholders and bring escalations to leadership as required.
+ Under minimal supervision, you are expected to research and resolve client inquires in accordance with defined process, procedures and within service level timeframes.
+ Services clients through multiple communication channels and distribution channels.
+ Documents the entire lifecycle of inquiries through action taken in tracking software.
+ Build knowledge articles and education/training resources to accelerate and improve the servicing experience.
+ Attend on-going training to mature skillsets and expand knowledge.
+ Contribute to continual improvement initiatives to drive automation, efficiencies, quality, and consistency in servicing operation, as well as provide feedback to product, implementation, and technology partners for an enhanced client experience.
+ Perform other duties as required.
**How you'll work:**
+ This role is on-site Monday through Friday. Fiserv considers in-person collaboration to be an essential part of this role as in-person office experiences help you with your overall onboarding experience and leads to stronger productivity.
**What you will need to have:**
+ Bachelor's degree in business, finance, technology, or related field preferred; equivalent work experience may be substituted?
+ Strong communication skills. Ability to communicate verbally and in written form in a concise, clear, and professional manner to all levels within an organization.
+ Strong client / operations support experience.
+ Must be able to follow established guidelines to accomplish tasks.
+ Unwavering focus on delivering an excellent client experience with every interaction.
+ Strong sense of accountability.
+ Effective problem-solving skills.
+ Commitment to the team and contributing to improving overall capability.
+ The ability to manage rapid change in a fast-paced environment.
+ Ability to learn quickly and make information-based decisions.
+ Perform independently as well as in a team environment.
+ Solid organizational and time management skills with strong attention to detail?
+ Excellent computer skills with MS Office Suite with ability to quickly learn new applications/surround solutions.
**What would be great to have:**
+ Knowledge or experience in bankcard/credit card processing.
+ Three to five years of experience in the financial services/banking field interacting with clients.
Travel required: _Occasional travel (up to 10%.)_
**Perks at Work:**
+ We're #FiservProud of our commitment to your overall well-being with a growing offering of physical, mental, emotional, and financial benefits from day one.
+ Maintain a healthy work-life balance with paid holidays, generous time off policies, including Recharge & Refuel time for qualifying associates, and free counseling through our EAP.
+ Plan for your future with competitive salaries, the Fiserv 401(k) Savings Plan, and our Employee Stock Purchase Plan.
+ Recognize and be recognized by colleagues with our Living Proof program where you can exchange points for a variety of rewards.
+ Prioritize your health with a variety of medical, dental, vision, life and disability insurance options and a range of well-being resources through our Fuel Your Life program.
+ Advance your career with training, development, certification, and internal mobility opportunities.
+ Join Employee Resource Groups that promote our diverse and inclusive culture where associates can share perspectives, exchange ideas, and elevate careers.
**In order to be considered, you must be legally authorized to work in the U.S. without need for visa sponsorship, now or in the future.**
#LI-VF1
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.
Client Services Part Time Internship

Posted today
Job Viewed
Job Description
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Our Aspiring Talent Academy (ATA) is more than just a part-time apprenticeship - it's your opportunity to gain hands-on experience with clients and develop professionally, all while still attending school. Here, you'll learn what it's like to be a part of our service team and begin building your foundation for a long-term career in our Client Service & Support organization. While in our ATA, you'll serve as a trusted advocate for our clients by answering their inbound calls, taking ownership of their needs, and solving complex issues with exceptional solutions.
Schwab's Client Service & Support team is at the heart of our firm's commitment to helping clients own their financial futures. If you're interested in pursuing a career in finance, enjoy working in a collaborative team setting, and share our passion for serving clients - this role is for you.
Key features of the program:
+ Assisting clients by answering inbound calls
+ Training and support to help you best serve clients
+ Ongoing coaching from a dedicated team manager
+ Education about available career paths within Client Service & Support
+ Exposure to the Financial Services industry
+ Participation in team building activities
The Aspiring Talent Academy is for individuals who share our passion for providing outstanding customer service, want structured training in the financial industry, and are ready to hone their communication skills while collaborating with peers in a supportive environment.
**Compensation:** $20.00/hour
**What you have**
If you're not a finance expert, that's okay! We celebrate diverse experiences and skillsets. Success candidates bring with them a growth mindset, willingness to learn, and a passion for serving others. Here at Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
**Required qualifications:**
This is a part-time apprentice function supporting Client Service & Support (CS&S) Core Service intended for a 9-month period during your Fall and Spring Semesters. Timing and commitment to our Apprentice program will be determined by individual performance and/or business need. At the end of the Apprentice program in May, you will have the opportunity to apply for a full time Financial Service Representative position.
+ Enrollment in a university program and be able to apply and if selected, start full-time employment on or about May 2026
+ Ability to work on-site starting Monday, September 8, 2025
+ Ability to work 20 hours on-site at one of the Schwab service center locations during the following times:
+ Monday - 8am to 4:30pm
+ Wednesday - 8am to 4:30pm
+ Friday - 8am to 12pm
**Preferred qualifications:**
+ A strong desire to learn about the Financial Services Industry and grow your career at Charles Schwab
+ Embraces a client-centric approach to service with a passion for helping investors with their needs
+ Robust communication skills and strong attention to detail
+ Ability to adapt to changes in the market and business needs
+ Has a resourceful, strategic, and optimistic mentality
+ Wants to be part of a supportive and collaborative team
+ Is capable of performing in a fast-paced and dynamic environment
#Campus
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .
Account Manager

Posted today
Job Viewed
Job Description
The successful candidate will work closely with the Sales leadership, Customer Excellence, and Customer Engagement teams as well as Customer Support to ensure successful delivery of solutions and will be the key business contact for the client.
Key skills for this position include excellent discovery, sales, communication, and account management skills.
**In this role you will.**
+ Have responsibility for an assigned book of accounts within which you will be responsible for finding and developing opportunities to:
+ Expand the use of Cornerstone's solutions within new areas of the business
+ Expand the breadth of Cornerstone's footprint to include additional products and capabilities
+ Create a talent management strategy for/with your customers
+ Identify services opportunities as needed
+ Drive renewals for your assigned book of accounts
+ Drive customer satisfaction and referenceability
+ Actively take ownership of the client accounts to ensure there is a clear communication plan in place with the key people in the account, and that you have a full understanding of the business needs across the organization. Driving and growing relationships both horizontally and vertically within the account.
+ Develop and oversee strategies to expand the use of CSOD software solutions for learning, performance, talent management, talent acquisition and content within the customers' business or subsidiaries.
+ Develop a cadence of customer interaction to assess customer needs, determine system requirement, solution utilization and ensure overall account health.
+ Lead discovery and solution workshops; deliver technical presentations to position CSOD solutions to customers and prospective customers.
+ Partner with clients to build strategic plans for talent management, and develop, present, or respond to proposals for specific customer requirements and customization of software solutions.
+ Guide and advise customers on how they can benefit from the use of new software solutions and services.
+ Manage and actively take ownership of enterprise client accounts to ensure there is a clear communication plan in place with the key stakeholders; drive and grow relationships both horizontally and vertically within the account.
+ Map and build account plans, manage forecasts for opportunities identified and for annual renewal pipeline.
+ Meet with business stakeholders to address business opportunities, issues and questions balancing customer needs and CSOD's business needs.
+ Coordinate with and provide direction to various members of cross-functional teams to ensure focus and delivery of services and solutions.
+ Uncover opportunities for increased customer base growth and potential adoption of other services.
+ Build knowledge of customer business needs and recommend software offerings aligned to business needs for the customer's long-term success and further adoption of CSOD services as appropriate.
+ Access, analyze, present customer reports to draw conclusions and provide recommendations
**You've got what it takes if you have.**
+ 5+ years of Account Management experience
+ Experience in an account management capacity and are looking for an opportunity to take each assigned account to the next level.
+ The ability to show us strong communication and relationship building skills, and that you have the ability to work independently within each account as well as knowing when to bring in team members for support (whether that is a more senior Manager/ Executive, a member of the overlay or support teams, or a pre-sales resource, product management or other).
+ An understanding of account management and software sales, ideally on the applications side, and you will be able to develop an understanding of our software solutions quickly.
+ Previous experience of developing opportunities and a passion for fostering customer satisfaction and helping them reach their goals
+ Proven ability to deliver a high degree of customer satisfaction to a base of clients through effective reactive and proactive engagement, as well as consulting guidance and recommendation for added solutions and services. Highly committed individual with a background in account management
+ Strong, influential team player capable of building good relationships across all functions
+ Passionate about the needs of the customer with a strong interest in helping customers succeed; yet being balanced to protect Cornerstone's interests
+ Flexibility, integrity and creative problem-solving skills
+ Excellent oral and written communication skills in English as well as other required language as per job opening(s). With the proven ability to effectively present and communicate in an articulate and confident manner to all levels of an organization, including senior management levels
+ Strong discovery skills
+ The ability to take a consultative approach to both prescript and recommend a talent management strategy to your clients
+ Excellent follow-up skills with great attention to detail
+ The ability to manage several priorities and work well under pressure
+ Proven ability to collaborate and build strong relationships with customers especially at the Executive level and into new departments
+ Proven ability to align across Cornerstone's corporate functions
+ Some travel will be required depending on assigned book of accounts
+ Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
+ The ability to listen to the customer, understand what they need, find solutions that will help them and to drive long term relationships with the customer and Cornerstone, is critical.
+ Consideration for privacy and security obligations
**Extra Dose of Awesomeness if you have.**
+ An understanding of learning, performance and talent solutions, and familiarity with the industry.
Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at
Account Manager

Posted today
Job Viewed
Job Description
The successful candidate will work closely with the Sales leadership, Customer Excellence, and Customer Engagement teams as well as Customer Support to ensure successful delivery of solutions and will be the key business contact for the client.
Key skills for this position include excellent discovery, sales, communication, and account management skills.
**In this role you will.**
+ Have responsibility for an assigned book of accounts within which you will be responsible for finding and developing opportunities to:
+ Expand the use of Cornerstone's solutions within new areas of the business
+ Expand the breadth of Cornerstone's footprint to include additional products and capabilities
+ Create a talent management strategy for/with your customers
+ Identify services opportunities as needed
+ Drive renewals for your assigned book of accounts
+ Drive customer satisfaction and referenceability
+ Actively take ownership of the client accounts to ensure there is a clear communication plan in place with the key people in the account, and that you have a full understanding of the business needs across the organization. Driving and growing relationships both horizontally and vertically within the account.
+ Develop and oversee strategies to expand the use of CSOD software solutions for learning, performance, talent management, talent acquisition and content within the customers' business or subsidiaries.
+ Develop a cadence of customer interaction to assess customer needs, determine system requirement, solution utilization and ensure overall account health.
+ Lead discovery and solution workshops; deliver technical presentations to position CSOD solutions to customers and prospective customers.
+ Partner with clients to build strategic plans for talent management, and develop, present, or respond to proposals for specific customer requirements and customization of software solutions.
+ Guide and advise customers on how they can benefit from the use of new software solutions and services.
+ Manage and actively take ownership of enterprise client accounts to ensure there is a clear communication plan in place with the key stakeholders; drive and grow relationships both horizontally and vertically within the account.
+ Map and build account plans, manage forecasts for opportunities identified and for annual renewal pipeline.
+ Meet with business stakeholders to address business opportunities, issues and questions balancing customer needs and CSOD's business needs.
+ Coordinate with and provide direction to various members of cross-functional teams to ensure focus and delivery of services and solutions.
+ Uncover opportunities for increased customer base growth and potential adoption of other services.
+ Build knowledge of customer business needs and recommend software offerings aligned to business needs for the customer's long-term success and further adoption of CSOD services as appropriate.
+ Access, analyze, present customer reports to draw conclusions and provide recommendations
**You've got what it takes if you have.**
+ 5+ years of Account Management experience
+ Experience in an account management capacity and are looking for an opportunity to take each assigned account to the next level.
+ The ability to show us strong communication and relationship building skills, and that you have the ability to work independently within each account as well as knowing when to bring in team members for support (whether that is a more senior Manager/ Executive, a member of the overlay or support teams, or a pre-sales resource, product management or other).
+ An understanding of account management and software sales, ideally on the applications side, and you will be able to develop an understanding of our software solutions quickly.
+ Previous experience of developing opportunities and a passion for fostering customer satisfaction and helping them reach their goals
+ Proven ability to deliver a high degree of customer satisfaction to a base of clients through effective reactive and proactive engagement, as well as consulting guidance and recommendation for added solutions and services. Highly committed individual with a background in account management
+ Strong, influential team player capable of building good relationships across all functions
+ Passionate about the needs of the customer with a strong interest in helping customers succeed; yet being balanced to protect Cornerstone's interests
+ Flexibility, integrity and creative problem-solving skills
+ Excellent oral and written communication skills in English as well as other required language as per job opening(s). With the proven ability to effectively present and communicate in an articulate and confident manner to all levels of an organization, including senior management levels
+ Strong discovery skills
+ The ability to take a consultative approach to both prescript and recommend a talent management strategy to your clients
+ Excellent follow-up skills with great attention to detail
+ The ability to manage several priorities and work well under pressure
+ Proven ability to collaborate and build strong relationships with customers especially at the Executive level and into new departments
+ Proven ability to align across Cornerstone's corporate functions
+ Some travel will be required depending on assigned book of accounts
+ Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
+ The ability to listen to the customer, understand what they need, find solutions that will help them and to drive long term relationships with the customer and Cornerstone, is critical.
+ Consideration for privacy and security obligations
**Extra Dose of Awesomeness if you have.**
+ An understanding of learning, performance and talent solutions, and familiarity with the industry.
Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at
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Account Manager

Posted today
Job Viewed
Job Description
The successful candidate will work closely with the Sales leadership, Customer Excellence, and Customer Engagement teams as well as Customer Support to ensure successful delivery of solutions and will be the key business contact for the client.
Key skills for this position include excellent discovery, sales, communication, and account management skills.
**In this role you will.**
+ Have responsibility for an assigned book of accounts within which you will be responsible for finding and developing opportunities to:
+ Expand the use of Cornerstone's solutions within new areas of the business
+ Expand the breadth of Cornerstone's footprint to include additional products and capabilities
+ Create a talent management strategy for/with your customers
+ Identify services opportunities as needed
+ Drive renewals for your assigned book of accounts
+ Drive customer satisfaction and referenceability
+ Actively take ownership of the client accounts to ensure there is a clear communication plan in place with the key people in the account, and that you have a full understanding of the business needs across the organization. Driving and growing relationships both horizontally and vertically within the account.
+ Develop and oversee strategies to expand the use of CSOD software solutions for learning, performance, talent management, talent acquisition and content within the customers' business or subsidiaries.
+ Develop a cadence of customer interaction to assess customer needs, determine system requirement, solution utilization and ensure overall account health.
+ Lead discovery and solution workshops; deliver technical presentations to position CSOD solutions to customers and prospective customers.
+ Partner with clients to build strategic plans for talent management, and develop, present, or respond to proposals for specific customer requirements and customization of software solutions.
+ Guide and advise customers on how they can benefit from the use of new software solutions and services.
+ Manage and actively take ownership of enterprise client accounts to ensure there is a clear communication plan in place with the key stakeholders; drive and grow relationships both horizontally and vertically within the account.
+ Map and build account plans, manage forecasts for opportunities identified and for annual renewal pipeline.
+ Meet with business stakeholders to address business opportunities, issues and questions balancing customer needs and CSOD's business needs.
+ Coordinate with and provide direction to various members of cross-functional teams to ensure focus and delivery of services and solutions.
+ Uncover opportunities for increased customer base growth and potential adoption of other services.
+ Build knowledge of customer business needs and recommend software offerings aligned to business needs for the customer's long-term success and further adoption of CSOD services as appropriate.
+ Access, analyze, present customer reports to draw conclusions and provide recommendations
**You've got what it takes if you have.**
+ 5+ years of Account Management experience
+ Experience in an account management capacity and are looking for an opportunity to take each assigned account to the next level.
+ The ability to show us strong communication and relationship building skills, and that you have the ability to work independently within each account as well as knowing when to bring in team members for support (whether that is a more senior Manager/ Executive, a member of the overlay or support teams, or a pre-sales resource, product management or other).
+ An understanding of account management and software sales, ideally on the applications side, and you will be able to develop an understanding of our software solutions quickly.
+ Previous experience of developing opportunities and a passion for fostering customer satisfaction and helping them reach their goals
+ Proven ability to deliver a high degree of customer satisfaction to a base of clients through effective reactive and proactive engagement, as well as consulting guidance and recommendation for added solutions and services. Highly committed individual with a background in account management
+ Strong, influential team player capable of building good relationships across all functions
+ Passionate about the needs of the customer with a strong interest in helping customers succeed; yet being balanced to protect Cornerstone's interests
+ Flexibility, integrity and creative problem-solving skills
+ Excellent oral and written communication skills in English as well as other required language as per job opening(s). With the proven ability to effectively present and communicate in an articulate and confident manner to all levels of an organization, including senior management levels
+ Strong discovery skills
+ The ability to take a consultative approach to both prescript and recommend a talent management strategy to your clients
+ Excellent follow-up skills with great attention to detail
+ The ability to manage several priorities and work well under pressure
+ Proven ability to collaborate and build strong relationships with customers especially at the Executive level and into new departments
+ Proven ability to align across Cornerstone's corporate functions
+ Some travel will be required depending on assigned book of accounts
+ Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
+ The ability to listen to the customer, understand what they need, find solutions that will help them and to drive long term relationships with the customer and Cornerstone, is critical.
+ Consideration for privacy and security obligations
**Extra Dose of Awesomeness if you have.**
+ An understanding of learning, performance and talent solutions, and familiarity with the industry.
Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. All qualified applicants are given consideration regardless of race, color, gender, age, sexual orientation, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable Federal, State, or Local fair employment laws. If you have a disability or special need that requires accommodation, please contact us at
Sr. Employee Relations Manager

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Job Description
The Senior Employee Relations Manager will have company wide responsibilities supporting investigations, performance management, accommodations, and more! The ideal candidate possesses exceptional listening skills, adeptness in conducting interviews, and the ability to maintain composure in emotionally charged or high-pressure scenarios. Proficiency in both written and verbal communication is essential, coupled with comfortability utilizing various technologies.
**Responsibilities:**
+ Independently conduct complex and sensitive workplace investigations with little supervision, including determining appropriate investigation strategies, leading witness interviews and conducting credibility analyses, reviewing documents, determining findings and recommendations for appropriate resolution, and working across borders and jurisdictions as necessary. Investigation topics include, for example, discrimination, harassment, retaliation, theft, conflicts of interest, and other policy violations.
+ Draft well-written investigation and performance-related documents, such as investigation reports, leader/HRBP talking points, and written warnings.
+ Partner collaboratively with Leadership, Legal, People, Physical Security, Information Security and other stakeholders on conflict management, investigations, and performance plans, influencing decisions where appropriate. Promote knowledge and understanding of company policies and of relevant employment laws through coaching, presentations, and training.
+ Interpret policies and procedures, incorporating knowledge of state and federal employment laws (e.g., FMLA, ADA, FLSA, NLRA, and Title VII and equivalent state and international laws), draft and provide recommendations for potential corrective action, where appropriate.
+ Support managers in the performance management process, including the development and issuance of performance plans and corrective action.
+ Manage complex situations related to reasonable accommodations and leave of absences, and provide support to the Benefits team for leave matters.
+ Act as a key thought partner and assist in the continuous improvement of the accountability (performance management) program, investigations process, interactive process, and develop related training materials.
+ Draft and maintain Lyft's investigation and workforce policies, templates, and practices in close partnership with Lyft's Legal and People teams.
+ Assist with the data reporting and analytics of ER cases for themes, trends and root causes to provide insights and recommendations for decision making and ER risk prevention.
+ Input cases into Lyft's ER case management system (HR Acuity) accurately and timely.
**Experience:**
+ 7+ years of HR/Employee Relations investigations and/or performance management experience.
+ Bachelor's degree or higher education.
+ Demonstrated ability to conduct detailed and thorough fact finding investigations, including evidence collection, document review, analysis, and interviews, while maintaining objectivity and ensuring confidentiality.
+ Proven ability to track, prioritize and drive multiple concurrent investigations, accommodations, and performance management cases.
+ High moral and ethical standards, as well as commitment to conducting investigations with professionalism, impartiality, and confidentiality.
+ Strong working knowledge of state and federal employment laws including but not limited to: FMLA, ADA, FLSA, NLRA, Title VII, Canadian provincial/territorial labor laws, and Mexican labor laws.
+ Excellent knowledge of Google Suite, including Sheets and GoogleDoc, as well as HR Acuity and the ability to process large volumes of data.
+ Strong problem-solver with ability to thrive in a fast-paced environment.
+ Ability to communicate (both orally and in writing) complex issues accurately and clearly to internal stakeholders.
+ Experience collaborating with people team functions such as People Business Partners, HR Ops, People Analytics and Employment Legal.
+ Highest level of integrity and management of confidential information.
**Benefits:**
+ Great medical, dental, and vision insurance options with additional programs available when enrolled
+ Mental health benefits
+ Family building benefits
+ Child care and pet benefits
+ 401(k) plan to help save for your future
+ In addition to 12 observed holidays, salaried team members have discretionary paid time off, hourly team members have 15 days paid time off
+ 18 weeks of paid parental leave. Biological, adoptive, and foster parents are all eligible
+ Subsidized commuter benefits
+ Lyft Pink - Lyft team members get an exclusive opportunity to test new benefits of our Ridership Program
_Lyft is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law._
_Lyft highly values having employees working in-office to foster a collaborative work environment and company culture. This role will be in-office on a hybrid schedule - Team Members will be expected to work in the office 3 days per week on Mondays, Wednesdays, and Thursdays. Lyft considers working in the office at least 3 days per week to be an essential function of this hybrid role. Your recruiter can share more information about the various in-office perks Lyft offers. Additionally, hybrid roles have the flexibility to work from anywhere for up to 4 weeks per year. #Hybrid_
_The expected base pay range for this position in the U.S. is $108,240 - $135,300. Salary ranges are dependent on a variety of factors, including qualifications, experience and geographic location. Range is not inclusive of potential equity offering, bonus or benefits. Your recruiter can share more information about the salary range specific to your working location and other factors during the hiring process._
Senior Public Relations Manager
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