68,681 Customer Success Managers jobs in the United States

Job Description

Are you passionate about delivering exceptional customer experiences? Modagrafics in Wheeling, IL, is seeking a Customer Service Representative. This role focuses on large-format printing and graphics.

Salary: Competitive range of $50,000 - $5,000, based on experience.

Key responsibilities include providing top-tier client service. Cultivate strong client connections and deliver customized solutions. Comprehend customer requirements and deliver unparalleled assistance. Elevate brand image and surpass expectations.

50,000 - 55,000 yearly

• Communicate effectively with clients, ensuring they are informed about order timelines and progress
• Coordinate off-site installation teams with clients located across the country
• Engage in cold-calling activities with both existing clients and potential new clients
• Manage client expectations
• Provide support to the sales team to enhance customer satisfaction and drive sales

• At least 2 years of proven customer service experience required
• Excellent oral and written communication abilities are a must
• Must be adept at multitasking and prioritizing tasks in a fast-paced setting
• Email and phone communication skills
• Familiarity with printing and graphics is essential
• A bachelor's degree is preferred

Combine strategic management with advanced production technology, nationwide installation capabilities, and simplified logistics for custom ordering, and you’ve got a very specialized source for fleet and OEM branding: Modagrafics.

As a Client Relations Specialist, you are responsible for assisting in the day-to-day functions as they relate to IEL customer credit. The primary tasks include setting up new customers, processing credit increases for existing customers and supporting the sales staff with their accounts receivable. This role works directly with 2-3 team members to ensure all broker and customer requests are handled in a professional and timely manner. This position is a member of the Accounting Department and reports to the AR Manager.

• Identify and prioritize incoming broker requests for new customer setup and credit increases
• Accurately enter customer setup information in IEL's transportation management software, TMS
• Analyze customer credit via both internal and external methods such as Experian, Blue Book and Internet Truckstop
• Work with customers to most efficiently invoice and monitor payments
• Communicate with management and broker if a customer is identified as high risk in areas such as credit score, IEL pay history or ships high value cargo
• Monitor past due accounts and help identify problem accounts by contacting broker or customer contact for payment status
• Facilitate the day to day workload in the department that includes new customer setup, credit increases and following up on past due invoices
• Identify areas within the department that require improvement and offer solutions to those challenges
• Handle additional responsibilities as needed

Basic (Required)

• High school degree or GED
• Basic knowledge of Microsoft Office
• Some data entry and customer service experience
• Works well in fast paced team settings
• Able to work on multiple tasks in a time sensitive environment while remaining detail oriented
• Compliance with company procedures and can identify issues for escalation
• Maintains a high standard of work product and professionalism

Preferred

• Associate's Degree or some College
• Commercial credit experience
• Background in lending or debt collection
• General knowledge of transportation or logistics industry and transportation management software

We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at or call 1- ext. 4.

At IEL, we are committed to providing equal employment opportunities for all persons, regardless of age, ancestry, color, religious creed (including religious dress or grooming practice), family and medical care leave status, disability (mental and physical) including HIV and AIDS, marital status, medical condition (including cancer and genetic characteristics), genetic information, military status, protected veteran status, status as a victim of domestic violence or stalking, familiar status, national origin, race, sex, pregnancy, childbirth, breastfeeding or related medical condition, gender identity or expression, sexual orientation and or any other category protected by law.

DMCA - De Mott, Curtright & Armendáriz, LLP is a stable and fast-paced immigration law firm that's passionate about helping people and we're looking for a bright and compassionate Bilingual Client Relations Coordinator to join our San Antonio office.You'll work in a supportive, professional environment where collaboration and growth are encouraged, and your work truly makes a difference.If you're a people person with a heart for service, a head for problem-solving, and a love for working in a multicultural environment, we want to hear from you.What You'll DoAs one of the first friendly faces (and voices) our clients meet, you'll be the heart of our San Antonio office. Your days will include:Greeting and guiding clients with warmth and professionalism- on the phone, virtually, and in personScheduling appointments and consultations across multiple calendarsHandling payments and opening new cases with accuracy and careCreating daily reports to help our team stay sharp and on trackSupporting clients with clear, informed, and compassionate communicationFlagging urgent issues and helping resolve concerns creativelyPromoting DMCA values and a positive, collaborative workplaceSupporting your team and celebrating wins-big and smallWhat We're Looking ForWe're searching for someone who is:Bilingual in English and Spanish (fluently, please!)Friendly, resourceful, and detail-orientedEnergized by working with diverse communitiesAble to handle confidential information with careConfident using Microsoft Office and standard office equipmentComfortable juggling multiple responsibilities in a busy legal settingAvailable full-time, Monday to Friday, 8am to 5pmBonus points if you have:6+ months of accounting or payment handling experienceA Bachelor's DegreeStrong leadership instincts and critical thinking skillsWhy You'll Love It Here:Team culture: We work hard but know how to keep it collaborative, curious, and caffeinated.Growth-friendly: We're big on professional development.Meaningful work: You're not just moving paper - you're helping people build better futures. What You'll GetCompetitive hourly pay (based on experience)Full-time stability with lots of room to growEmployer-paid medical insurance + optional dental & visionEmployer-paid life and long-term disability insurance401(k) with employer matchingPTO, paid vacation, and holiday payA team that supports each otherA mission that gives your work meaning every single dayIf you're looking for more than just a job-and want to be part of something impactful-come grow with us at DMCA.

Why Anchor Loans?Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $0 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.Position SummaryAnchor Loans is looking for Client Relations Coordinators who are passionate about the customer experience and want to learn about business purpose lending. No Lending Experience is required. A successful Client Relations Coordinator has a strong appetite to learn, is motivated by "getting" a deal done and can seamlessly toggle between relationship management and deal analysis. This role can be stepping stone to an Account Executive (sales/originations), and the ideal candidate is motivated to watch, listen, learn and build the Anchor brand and influence the upward trajectory of Sales Activity. Add a shot of enthusiasm and passion for the job and you'll be our ideal candidate. Experience as a loan officer assistant or processing experience is a plus, but not required. Essential Duties & ResponsibilitiesSupport a Sr. Account Executive (AE) in sizing, documenting and getting a loan closedIdentify new customers and lending opportunities with property investors, and/or referral partners like brokers, realtors, buildings and other referral sourcesPrimary focus on supporting originators, building and strengthening relationships with property investors, brokers and real estate agents from a variety of sources including company leads, referrals, industry events, etcManage lead through loan activities in the CRM, on behalf of the Sr. AE, including scoping, marketing and lead segmentation activitiesEvaluate all transactions using standardized tools to size the deal(s), create quotes and terms sheetsCollaborate with the Sales and Marketing teams to identify all potential business sources working towards the goal of meeting monthly loan volume goalsPre-qualify loan packages when borrowers or brokers require assistanceWork directly with potential borrowers to obtain initial documentationMonitor pipeline reports to determine status of all loans and act to alleviate any potential problemsBe a Brand Ambassador by supporting Account Executives with social like blog posting, online posts and re-posts and marketing strategies to be in front of your current and future customer basesMaintain constant and transparent dialogue with customers to keep them informed of status on submitted loansLearn all the operations and credit functions creating strong partnerships with Processing, Valuations, Construction and Underwriting Department Leaders; provide overall loan pipeline prioritization and identify inter department roadblocksPerforming related duties and special projects as assignedRequirementsStrong work ethic and willingness to take initiativeHigh level of organization and detail-orientation, a mustAdvanced problem-solving and analysis skillsHealthy mix of innovation and resourcefulness - ability to handle pressure, balance personal resourcefulness and individual drive in a team-based environmentDemonstrated experience with social media platforms, such as LinkedIn, Facebook, Twitter, and Instagram, a plusExcellent communication; superior oral and written skillsStrong knowledge of spreadsheets, databases and presentation softwareAbility to work independently and with a team to meet deadlines, always with a good attitude and focus on getting it doneProficient in Microsoft Office, with aptitude to learn new software and systemsPreferred, not required•Bachelor's degree in accounting, marketing or financeWork Environment:This a hybrid position that requires in-office attendance four days per week at our office in the Ballantyne area of Charlotte, NC. Five days a week in office is encouraged.CompensationThe base pay range for this position is $6 ,000 to 75,000 per year plus an incentive compensation bonus.What We Offer:The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insuranceGenerous sick leave & vacation benefits for rest, relaxation, and personal pursuitsHighly competitive performance bonus401(k) retirement program with employer matchTuition reimbursement toward professional developmentWorkplace Celebrations, Team Building, Charity Drives, and Food Truck luncheonsOnsite gym (Thousand Oaks only)12 Paid HolidaysDiversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews. Other daily, weekly, and/or monthly tasks may include: Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMDs, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc. Utilizing websites and software to obtain client and product information Responding to client service calls, emails and texts in a friendly and professional manner Completing each service request and resolving client issues in a timely manner Inputting detailed notes into CRM and keeping updated Coordinating and following up on client transfers, contributions, distributions Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion Updating client plans for upcoming review appointments and processing post-review follow up items Maintaining professional communication with clients and other team members Assisting in setting client appointments for advisors when needed Cross training to assist with New Business processing Meeting with clients to review plans, answer questWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form . The EEOC "Know Your Rights" Poster is available here . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: . Required Skills & ExperienceAssociates Degree preferred Financial Industry experience required 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly Licenses: Series 65 and Alabama Life and Health (if not licensed, company will pay for the licensing but all licenses must be obtained within 6 months of hire date) Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

• Meet new sales targets monthly
• Handle high level service accounts (Players/Agents: NFL, NBA, MLB, NHL) with a high level of service
• Call existing accounts to maintain client/business relationship
• Maintain accurate and up to date records of sales and prospecting activities
• Follow up promptly on all leads and inquiries
• Create and execute new marketing material to reach potential new clients
• Able to delegate tasks efficiently to other sales reps or interns