42 Customer Service Manager jobs in Sacramento
Customer Service Manager I
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The CE Workforce Tools and Technology Manager is responsible for leading the Workforce Management (WFM) team's reporting, analytics, and operational execution in support of a high-performing call center. This role plays a key part in driving continual improvements, efficiency gains, and optimal service levels through data-driven decisions and proactive communication.
Core responsibilities include overseeing agent scheduling, managing call queue configurations, coordinating production incident responses and communications, and ensuring timely and accurate delivery of operational reporting. The Workforce Supervisor will partner closely with cross-functional teams to identify trends, address gaps, and implement scalable solutions, while also handling various ad-hoc requests to support daily operations and strategic initiatives.
**Our preference is to hiring from within the current WM Customer Service team.**
**Essential Duties and Responsibilities**
+ Provides day-to-day management and support to customer service staff. Champion customer-centric culture inside and outside the call center cultivating an environment of trust, teamwork, and ownership.
+ Communicates and enforces company policies and procedures and develops and implements customer service performance standards.
+ Determines training needs and establishes programs. Perform periodic training quality assessments to ensure training standards are met. Coordinate training to ensure timely and consistent training delivery.
+ Compiles all customer service reporting requirements.
+ Investigates and resolves escalated customer service inquiries.
+ The ideal candidate must be proficient and comfortable working in departmental systems such as NICE IEX, DRIVE, and Genesys, with the ability to quickly adapt to new tools and evolving business needs.
**QUALIFICATIONS:** The requirements listed below are representative of the qualifications necessary to perform the job. Must live and work in the US.
**Education**
**Required:**
+ Bachelor's Degree (accredited) in Sales/Marketing, Management, Business Administration or similar area of study _or_
+ High School Diploma or GED (accredited) and four years of relevant experience Required
**Preferred:**
+ Master's Degree (accredited) in Sales/Marketing, Management, Business Administration or similar area of study Preferred
Work Experience
**Required:**
+ 3-5 years of relevant work experience in Customer Service/Call Center (in addition to education requirement)
**Preferred:**
+ 2-3 years of supervisory experience
**Knowledge, Skills and Abilities**
+ Call center or customer service experience and supervisory/management skills required
+ Strong knowledge of customer satisfaction drivers and strategic planning to achieve desired business results
+ Excellent skills in organization, analytical, prioritization, time management and handling multiple tasks and priorities
+ Excellent oral and written communications skills
+ Self-starter who possesses the ability to work cooperatively with a team of customer service providers and other members of the management team
+ Experienced and skilled at effectively providing and receiving constructive feedback
+ Effective facilitative leadership skills and experience leading focused teams
+ Very good understanding of business processes, tools and techniques required to develop an engaged customer and employee environment
**V. Work Environment**
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
+ Normal setting for this job is: Remote _(Ideal candidate would be within 50 miles from a call center)._
The expected pay range for this remote position across the U.S is $74,600 - $95,100K. This range represents a good faith estimate for this position. The specific salary offered to a successful candidate may be influenced by a variety of factors including the candidate's relevant experience, education, training, certifications, qualifications, and work location.
**Benefits**
At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
If this sounds like the opportunity that you have been looking for, please click "Apply.
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Customer Service Manager- Remote

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**Job Summary:**
Under the direction of the Sr Manager of Customer Service, the Customer Service Manager will oversee a team of Customer Service Representatives and/or Engagement Specialists. Responsibilities include the coaching, development and daily support and management of the team. In addition, the Customer Service Manager is responsible for metric and quality performance monitoring. The successful candidate will recognize, embrace, and support the philosophy, mission, values, and vision of Sharecare. Demonstration of these values will be evident by leadership practices, integrity, and a demeanor consistent with the culture of professionally representing Sharecare. Analytical, decision-making prioritizing and leadership skills, along with considerable tact and diplomacy, are all extremely important.
**Essential Job Functions:**
+ **Team Supervision** **: Oversee daily operations and performance of customer service representatives.**
+ Manages, coaches and trains staff to meet established performance standards.
+ Performs regular call monitoring & audits of staff phone conversations to ensure that accurate information is being articulated to patients and customers.
+ Monitors phone system and call volume throughout the day; ensure the phones have the proper staffing, reporting any trends in call volume to the WF Manager ensuring the phones are answered within the established Service Level Agreements.
+ **Complaint Resolution** **: Handle escalated customer complaints or complex issues.**
+ Communicate and meet with Clients as needed, including but not limited to implementations, complaint resolution and process improvement discussions.
+ **Training and Development** **: Facilitate staff training sessions and support career development.**
+ Monitors staff attendance and performance daily; handling the disciplinary process when necessary to correct overall performance.
+ Holds team meetings to ensure effective communication, continuous training, and positive engagement across the team.
+ Analyzes trends and conducts recurrent training as required by analysis of monitored calls
+ **Performance Monitoring** **: Track and report on key performance indicators and service metrics.**
+ Work closely with Vendor(s) to ensure Service Levels and KPIs are maintained.
+ Ensures consistency in service delivery by the entire team to drive contractual outcomes and positive customer experience.
+ Evaluates and communicates overall team performance expectations and feedback to their staff.
+ **Process Improvement** **: Identify opportunities to enhance processes and improve service efficiency.**
+ Works closely with the Sr Manager of Customer Service and VP of Provider Engagement to establish short term and long-term goals for the Customer Service team and the department.
+ Coaches and develops staff to address areas of concern and identify potential professional development opportunities.
+ Uses proactive support and communication to Client Operations, Workforce Management, and Training teams.
+ Collaboratively works with peer Customer Service Managers to identify cross-team improvement opportunities and foster an environment of support and comradery.
+ Some travel may be required
+ Additional responsibilities may vary depending on need.
**Specific Skills/ Attributes:**
+ Positive attitude
+ Demonstrates time management skills
+ Team player
+ Flexible
**Qualifications:**
+ Minimum of 2 years Call Center Customer Service experience
+ College degree or demonstrated professional leadership experience
+ Excellent verbal and written communication skills
+ Detail oriented and well organized
+ Demonstrates follow through on assignments
+ Effectively navigates telephony and Computer Information Systems technology
+ Displays sound judgment and critical thinking skills
+ Available to work all shifts / days as needed
+ Ability to deliver and receive feedback to include difficult discussions
+ Ability to maintain a high degree of confidentiality
+ Proficient with MS Office
+ Ability to work flexible hours and shifts
Sharecare, Inc. and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.
Sharecare and its subsidiaries are Equal Opportunity Employers and E-Verify users. Qualified applicants will receive consideration for employment without regard to race, color, sex, national origin, sexual orientation, gender identity, religion, age, equal pay, disability, genetic information, protected veteran status, or other status protected under applicable law.
Sharecare is an Equal Opportunity Employer and doesn't discriminate on the basis of race, color, sex, national origin, sexual orientation, gender identity, religion, age, disability, genetic information, protected veteran status,or other non-merit factor.
Senior Customer Service Operations Manager
Posted 1 day ago
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Key Responsibilities:
- Manage daily operations of the customer service and helpdesk teams.
- Develop and implement strategies to enhance customer satisfaction and loyalty.
- Lead, train, and mentor customer service representatives and supervisors.
- Monitor and analyze customer service performance metrics (KPIs).
- Optimize support processes and workflows for efficiency and effectiveness.
- Ensure timely and accurate resolution of customer inquiries and issues.
- Manage staffing, scheduling, and resource allocation for the support teams.
- Utilize CRM and other support tools to manage customer interactions.
- Contribute to the development of customer service policies and procedures.
- Identify training needs and develop relevant training programs.
- Minimum of 6 years of experience in customer service management, with at least 3 years in a senior role.
- Proven experience in managing contact center or helpdesk operations.
- Strong understanding of customer service principles, KPIs, and best practices.
- Excellent leadership, coaching, and team-building skills.
- Proficiency in CRM systems and helpdesk software.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Bachelor's degree in Business Administration or a related field is preferred.
Client Services Specialist
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Client Services Specialist Job ID 219973 Posted 13-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative, Marketing, Sales Support Location(s) Roseville - California - United States of America - - About the Role: Client Service, Specialist, Real Estate, Property Management, Business Services, Client, Marketing
Specialist, Prime Client Services

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At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
As a Specialist, Prime Client Services you'll join a high performing team of client servicing professionals whose performance is critical to Coinbase achieving its mission. You will serve as a subject matter specialist for Coinbase's institutional suite of products (Prime, Custody), providing premier client service and operations to our most valued institutional clients and coverage teams. Diligent, insightful, and have a bias towards action, you will play a crucial role in the success of the *Institutional Operations Services* organization as we help build the crypto economy.
The role goes beyond being the face of Coinbase for our top tier clients as team members are also expected to have a high level of system, product and crypto expertise to ensure client queries are managed autonomously within our exceeds client expectations client model.
*What You'll Be Doing (i.e., Job Duties)*
* Act as a product and service expert for Coinbase's institutional clients, providing end-to-end support across their lifecycle on the platform.
* Navigate and execute complex workflows, including analytics, account maintenance, client management, incident and escalation management, billing, audit processes, reporting, allocations, cold storage, and wallet management.
* Deliver direct client service and support to institutional clients through phone, email, and video calls, ensuring queries are resolved with accuracy and professionalism.
* Facilitate client demo calls, serving as a subject matter expert for the Prime Broker suite of services, and address technical cryptocurrency-related questions.
* Operationalize new and existing policies, processes, and procedures, ensuring alignment with risk and control requirements.
* Support product launches by driving operational readiness and ensuring seamless integration for institutional clients.
* Serve as a key member of the global 24x7 operating model, balancing deep product expertise with high-touch client support.
* Collaborate with internal teams, including Sales, Account Management, Program Management, Engineering, and Product, to resolve issues, surface client feedback, and drive product enhancements.
* Lead or contribute to cross-functional projects with alignment to organizational OKRs, leveraging effective project management skills.
* Identify gaps in processes, policies, or tools, and recommend or implement improvements to enhance client service delivery.
*What We Look For In You (Requirements):*
* Passionate about Coinbase's mission, with a focus on delivering exceptional client servicing experiences while maintaining operational risk and control standards.
* 4+ years of experience supporting high-priority institutional clients in compliance, trading, product support, payments, or fraud.
* Strong knowledge of cryptocurrency, global financial markets, and trading platforms, with the ability to turn technical concepts into actionable solutions.
* Proven ability to manage high-stakes interactions and resolve complex technical and operational issues under pressure.
* Excellent communication skills for effective collaboration across teams and with clients.
* Flexibility to work shifts, including weekends, in a dynamic 24/7 environment.
*Nice to Have (Preferred Qualifications):*
* Bachelor's degree in Finance, Business, Economics, or a related field preferred.
* Work experience in customer support roles focused on Institutional Client Services or High Net Worth Individuals (HNWIs).
* Industry experience within Traditional Finance, Crypto, or Fintech.
* Familiarity with financial technologies like digital banking, trading platforms, or payment solutions.
* Hands-on experience with complex financial products or crypto custody solutions in regulated environments.
* Located in or able to work Eastern or Central Time Zone hours.
Job #: P71800
#LI-Remote
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k)).
Pay Range:
$45.68-$53.75 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact mailto:
Tax Manager - Private Client Services
Posted 9 days ago
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Join to apply for the Tax Manager - Private Client Services role at Weaver
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The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. Its why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weavers core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
A Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. The ideal candidate is a CPA with 5+ years of experience in federal tax compliance, planning and consulting at a public accounting firm.
To be successful in this role, the following qualifications are required:
- Bachelors degree in Accounting or related field
- CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts
- Masters degree in Accounting or related field
- Technical knowledge sufficient to sell and execute engagements in a variety of industries
- Proven ability to manage, mentor and develop a team
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By
L eaning into the experience of exploring new ideas for each individuals growth as a leader.
E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
A dapting to the transformation that takes place as a result of participating in the program.
D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individuals unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
Whats next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
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#J-18808-LjbffrClient Services Manager - Business Development - Large Complex Loss

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IF YOU CARE, THERE'S A PLACE FOR YOU HERE
EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI's combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients' expectations-anytime, anywhere. Click here to learn more about EFI Global.
Are you a dynamic relationship-builder with a deep understanding of forensic engineering, fire investigation, and environmental loss?
We're looking for a **Client Services Manager** to spearhead our business development efforts and cultivate strategic partnerships in the **large complex loss and catastrophic property claims** space. At the forefront of innovation and integrity, our firm empowers clients with expert insights into the most challenging forensic engineering, fire investigation, and environmental failures. If you thrive in high-stakes environments and have a proven track record of driving growth through technical expertise and client trust, we want to hear from you.
Success in this role means being a strong team player. If you're passionate about delivering tailored solutions and building lasting partnerships, we'd love to connect with you.
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Ability to work in a team environment
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
**NEXT STEPS**
**If your application is selected to advance to the next round, you will receive an e-mail notification or phone call from a recruiter to schedule an initial call.**
_As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $120,000-$150,000. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._
_Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance or Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws._
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace
Our business is founded on people with the best technical skills and outstanding industry knowledge and we strive to employ and retain exceptional talent. EFI Global is an equal opportunity employer welcoming applications from all qualified persons.
If you are interested in working for us, please visit our job board.
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Senior Vice President, Client Services Life Sciences/Manufacturing

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Senior Vice President, Client Services Life Sciences/Manufacturing
**Job Description Summary**
The Senior Vice President, Client Services leading Life Sciences (LS) and Manufacturing is responsible for the overall management of the LS and Manufacturing client portfolios across North America, accountable for the performance and customer satisfaction of a complex, highly technical, and demanding group of clients. Customer interaction and partnering in a "C-Level" environment is required. Must be able to develop and communicate both strategic and tactical plans and ensure timely delivery of the same.
The person in this role is positioned to align with the LS and manufacturing industries and clients and to understand the underlying dynamics, including leading trends, decision-making stakeholder priorities, and means of creating and delivering value. The person in the role is ultimately responsible for nurturing and expanding relationships with strategic customers driving growth, customer loyalty and retention of business. The person will identify opportunities to introduce innovative processes, technologies, and services to continuously enhance C&W Services value to the clients.
**Job Description**
**Principal Responsibilities**
+ Represents the values of C&W Services to the account teams and the clients
+ Oversees the successful operational delivery of contractual scope.
+ Aligns to establish productive, professional relationships with key customers, seeking to build trust and partnership at strategic levels of the clients
+ Develops front line service delivery team and leadership, measuring and ensuring safety culture dominance, technical competence, and proactive service orientation
+ Accountable for delivering top and bottom-line financial results
+ Drive innovation in how we execute for clients, optimizing how to function to bring more value to the clients
+ Work to elevate the way our teams think and operate, creating a culture of rigor around continuous improvement
+ Acts as a true business partner of customers' business. Must listen, be curious and passionate to explore opportunities that will mutually benefit both parties
+ Owns the responsibility to identifies new growth opportunities that may involve new service lines, geographies, Cushman & Wakefield cross sell
+ Proactively assess, clarify, and validate customers' needs on an ongoing basis
+ Coordinates the involvement of company personnel, including support and management resources in order to meet account performance objectives and customers' expectations.
+ Manages, schedules, and attends Quarterly Business Review and Annual Business review meetings for key accounts and engages internal executive leadership participation
+ Communicates regularly with key customers on company updates, initiatives, and other pertinent information
+ Focuses on how to expand our relationships with clients to drive more strategic communications
+ Proactively leads a joint company strategic account planning process that develops mutual performance objectives, financial targets and critical milestones.
+ Building evolving client retention strategies to stay in front of client movement
Other Responsibilities:
+ Develop annual operating budgets and periodic forecasts, responsible for full P&L, client retention, expansions, new logo growth in partnership with BD
+ Updates executive leadership team on strategic account plans and accomplishments, opportunities/risks and financial results while forecasting anticipated impacts to plan.
+ Establishes account growth and renewal plans and engages cross functional resources throughout the renewal lifecycle to improve the readiness of the account ensure retention and growth
+ Builds rapport with Business Development, Marketing & Solutions, Client Services, and other functions (Legal, HR, Finance, Technology) to support delivery of services to the customer and minimize risk to C&W Services
**Performance Measurements** **:**
+ Leading safety culture for the accounts, ensuring all programs are in place and account personnel understand safety as the priority
+ Top and bottom-line performance to plan for the account
+ Implementation of account strategic plans aligned with C&W Services goals and supporting of client initiatives
+ CIP results: YOY improvement in key survey metric scores including areas of communication, interaction, innovation scores
+ New service line expansion (C&W Services and/or Cushman & Wakefield Cross Sell) and $ value added YOY
+ Introduction and implementation of innovative ideas and best practices at accounts on a quarterly basis
**Required Experience and Knowledge**
The successful candidate will have proven experience in developing collaborative relationships across all levels of the organization. This leader must have the passion, energy, and intellectual curiosity necessary for a fast-paced, growth-driven environment.
+ Exceptional senior customer relationship management skills and experience in Life Sciences and Manufacturing
+ B2B leadership experience, proven accomplishments driving value through services
+ Innovative individual who employs entrepreneurial characteristics, problem solver with strong business acumen
+ Well established negotiation and communication skills
+ Ability to be a strategic thinker to drive continuous improvement and innovation to improve the customers' business
+ Highly proficient and effective at presenting to executive level audiences.
+ Able to manage multiple priorities while influencing the direction of multiple teams to deliver a diverse set of requirements.
+ Experience and understanding of Life Sciences, Manufacturing, and associated Facility Services.
+ Experience in a business development and senior delivery role is strongly recommended.
+ Must be able to manage effectively in a matrix-style organization to lead high-performance team.
+ Must be result- driven and could manage projects to get desired outcomes.
+ Champions diversity and creates an environment of inclusion
+ Possesses a growth mindset and works with positive intent
+ Promotes continuous improvement, embraces change and is a change agent
+ Commitment to interpersonal effectiveness
+ Motivate people to create high-performing teams
+ Commitment to interpersonal effectiveness
+ Bachelor's degree in business related field or equivalent experience with strong business and financial aptitude, MBA preferred
+ Minimum of eight years of experience in facility management services and/or B2B support MFG or Life Science clients, including five or more years in major account management.
**Competencies:**
+ Have a mindset of continuous improvement and process-oriented controls
+ Ability to work effectively in a culturally and educationally diverse environment
+ Coach, mentor, and develop future organizational leaders
+ Ability to implement and enforce procedures
+ Strong organizational abilities
+ Ability to travel 50% for both internal and external meetings
The compensation for the position is: $67,750.00 - 315,000.00
C&W Services is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
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INCO: "C&W Services"
US Seasonal Tax-Private Client Services Senior Manager

Posted today
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Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .