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Alternate job titles: Account Management Manager | Account Relationship Manager | Client Relationship Manager | Customer Success Strategic Manager

The Customer Success/Onboarding Manager leads a team of account managers dedicated to meeting the operational needs of assigned client segment. Manages and develops client accounts to initiate and maintain good client relationships. Being a Customer Success/Onboarding Manager typically requires a bachelor's degree. Coordinates and communicates with marketing persons to enhance product performance and broaden sales channels. In addition, Customer Success/Onboarding Manager typically reports to a head of a unit/department. The Customer Success/Onboarding Manager manages subordinate staff in the more...



Alternate job titles: Account Manager I | Account Representative | Client Success Representative | Customer Success Manager | Customer Success Partner | Customer Success Representative

The Customer Onboarding Associate resolves client issues, researches problems, and makes recommendations for potential product enhancements or modifications. Maintains and increases sales by cultivating client relationships and meeting their operational needs. Being a Customer Onboarding Associate may assist in the preparation of sales forecasts, quotes or negotiations. Explores various marketing channels to improve sales performance. In addition, Customer Onboarding Associate requires a high school diploma or its equivalent. Typically reports to a manager. Being a Customer Onboarding Associat more...


Alternate job titles: Account Manager II | Account Representative, Sr. | Client Success Senior Representative | Customer Success Senior Manager | Customer Success Senior Partner | Customer Success Senior Representative

The Customer Onboarding Senior Associate resolves client issues, researches problems, and makes recommendations for potential product enhancements or modifications. Maintains and increases sales by cultivating client relationships and meeting their operational needs. Being a Customer Onboarding Senior Associate may assist in the preparation of sales forecasts, quotes or negotiations. Explores various marketing channels to improve sales performance. In addition, Customer Onboarding Senior Associate requires a high school diploma or its equivalent. Typically reports to a manager. Being a Custome more...


Alternate job titles: New Accounts Representative I | Entry New Accounts Representative

The New Customer Accounts Onboarding Representative I collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to more...



Alternate job titles: New Accounts Representative II | Intermediate New Accounts Representative

The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals more...


Alternate job titles: New Accounts Representative III | Senior New Accounts Representative

The New Customer Accounts Onboarding Representative III collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative III may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative III makes appropriate referra more...



Alternate job titles: Account Management Director | Account Relationship Director | Client Relationship Director | Customer Success Strategic Director

The Customer Success/Onboarding Director develops strategy for the retention and growth of the existing client base while ensuring that the account management team delivers cost-efficient, quality service. Directs the account management team to build and expand relationships with existing clients. Being a Customer Success/Onboarding Director requires a bachelor's degree in area of specialty. May be individually responsible for managing key accounts. In addition, Customer Success/Onboarding Director leads and directs the work of others. Typically reports to top management. Familiar with a varie more...


Alternate job titles: Project Accounting Services Manager

Manages a team of project accountants that perform accounting and financial activities to measure and monitor project financial performance. Oversees the creation and maintenance of project level accounts. Ensures that all postings, allocations, accruals and payments for the project are completed according to schedule. Reviews monthly project status reports prior to project reviews. Supports project leaders to address changes in project scope or timeline and resolve any financial issues that might impede project timelines. Tracks and analyzes consolidated financial results for all projects. Re more...


Alternate job titles: Construction and Building Project Manager

Oversees and directs all phases of a construction project. Designs and implements project plans. Communicates directly with contractors/designers concerning project cost, staffing, and scheduling. Prepares project status reports and works to ensure plans adhere to contract specifications. Requires a bachelor's degree of engineering. Typically reports to a manager. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typ more...



Alternate job titles: Technology Project Manager IV

Manages and oversees all aspects of a technology project to ensure it is completed on-time and within budget. Has overall responsibility for managing scope, cost, schedule, internal staffing, vendors, and contractual deliverables. Develops detailed project plans. Monitors project milestones and generate periodic status reports. Evaluates and manages risk. Incorporates quality measures and standards to project deliverables. Possesses strong knowledge of technology. Typically requires a bachelor's degree or equivalent. May require project management certification. Typically reports to a manager more...


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