The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block.Principal Duties and Responsibilities
Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market.
In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.
Denver, Colorado30+ days ago
p/>As a leading U.S. ordering and delivery marketplace, we feature over 415,000 merchants in more than 4,000 cities, creating the ultimate food experience by elevating online ordering through innovative restaurant technology, easy-to-use platforms, and an improved delivery experience. You'll head up the charge in launching Grubhub Campus ordering with Higher Education dining programs, driving engagement with students, and managing senior relationships with university and food service operators.
Denver, Colorado16 days ago
Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Greenwood Village, Colorado9 days ago
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
p>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service. Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. We are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.
Denver, Colorado11 days ago
li>Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards. Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals.
li>Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards. Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals.
Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work-in-progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.
p>Qualifications: - Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.