Manager, Client Services Salary at A Morani Cpa Pc BETA

Job Description Job Description Customer Success Manager – Dallas, TX Our team is looking for a dynamic and excited candidate to join our Customer Success team. Our Customer experience team delivers innovative and reliable solutions to power differentiated, simplified customer experiences. The Customer Success Manager is responsible for building and maintaining strong relationships within assigned accounts ensuring high levels of customer satisfaction and recognition of ROI, driving adoption and outcomes leading to renewals, expansion, advocacy, and solution growth opportunities. The ideal candidate will be genuinely curious about customers’ needs, have a strong technical background. Customer Success Manager Job Description Harness your passion for human connection and tech expertise to create transformative experiences. Engage in complex technical discussions to unravel customer challenges and craft elegant solutions. Showcase the capabilities of our products and how they can solve cu

At Monument, we're building the first property management solution for the self-storage industry that's purpose built for portfolios. This is a rare opportunity to reinvent a $30 billion market from the ground up. As Monument's Lead Customer Success Manager, you will have the opportunity to help build our Client Success organization and processes from scratch as Monument brings on its first wave of enterprise clients. Your Responsibilities Own relationships with all clients, serving as the primary point of contact for their needs. Own the onboarding and software implementation for new clients, coordinating project timelines and work streams for account setup, data migration, software configuration, training, and support, and drive it to a successful completion. Collaborate with support teams to quickly address client issues, acting as a liaison between clients and internal technical teams. Monitor client health scores, churn risk, and satisfaction levels, and proactively implement stra

Job Description Job Description Are you a dedicated, self-driven individual with a passion for providing outstanding customer support? Do you have a reputation for consistently prioritizing customer satisfaction? If so, we are looking for you to join our team as a Customer Service Manager. Our mission is to foster positive relationships with our customers and donors, educating them about the non-profit organizations we partner with and elevating their visibility within the community. We foster a culture of continuous learning and personal development, providing the support and resources you need to excel in your role. In this role, you will be responsible for ensuring an exceptional customer experience by engaging with customers to understand their values, fostering open communication, and offering opportunities for donations. You will engage in daily interactions with customers, consistently upholding courtesy, professionalism, and kindness to create a positive impression. Your role a

McKinley Packaging, a leader in the Corrugated container industry is currently seeking a Customer Service Manager for our greenfield facility in Lancaster, TX. Experience in the Corrugated industry is required! This position will assist the rest of the Customer Service department with maintaining accounts & developing strong Customer relationships to support and promote current and future business opportunities. Position Responsibilities, include but are not limited to the following: Be the primary point of contact for the Customer and the Outside Sales Rep for order placement and coordination with the facility production group on a daily basis by various means of communication including directing the efforts of CSR's. Develop strong, internal working relationships with production team, design and shipping to support and promote efficient, timely, and accurate response to Customer expectations. Process orders and new items received from Customers and Sales Reps using SAP. Enter informa

Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Treasury Management Client Services Specialist is responsible for the delivery of highly personalized client service engagements with the ultimate goal of delivering a one-call resolution. Will serve as the front line contact for all Treasury Management commercial clients and will assist with complex solutions and other projects as needed. Responsibilities Provides highly personalized client service for all Treasury Management products and services. Treats customers and coworkers with a high level of professionalism at all times and attends client meetings and trainings in person, as needed. Coordinates communication with Treasury Management sales, back office, and front office staff to ensure timely processing of all requests; completes follow up and follow through style communication. Assists with testing of Treasury Management product files (ACH, Positive Pay, FTP for

Who you are: You have 5+ years of Customer Relationship Management experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience. Does this sound like you? If so, keep reading and apply today! What you'll do: Build strong, proactive relationships with customers to ensure their satisfaction and long-term success. Regularly meet with Polly customers to discuss their needs, encourage adoption and usage of the platform, and check in on overall satisfaction. Track customer health metrics and KPIs to identify potential risks or opportunities early, address them directly, and report on customer status, risks, and opportunities each month. Lead customer training sessions and work closely with stakeholders to ensure they fully understand and maximize their Polly pl

Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SP - Ds, SB - Cs, Wrap Documents, certificates of insuranc Insurance, Manager, Solutions, Benefits, Advisor, Employee, Technology

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparin