NewPersonal Lines Account Manager JobotPersonal Lines Account ManagerWalnut Creek, CA$65,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Personal Lines Account Manager is responsible for managing and servicing a portfolio of personal insurance clients, ensuring excellent customer service, policy accuracy, and strong client relationships.
NewCommercial Lines Account Manager JobotCommercial Lines Account ManagerWalnut Creek, CA$125,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of three to five years of insurance agency experience in an account management role.
NewRegional Sales Manager JobotRegional Sales ManagerSacramento, CA$120,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a leading provider of intelligent transportation and mobility solutions, delivering innovative software, systems, and services that help organizations manage complex transportation infrastructure more efficiently, safely, and sustainably.
NewCommercial Project Manager JobotCommercial Project ManagerSacramento, CA$140,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a full-service Commercial Construction company specializing in Commercial, Retail, Hospitality, Institutional, and Industrial spaces, with over 65 years of experience looking for a Project Manager (Commercial Construction) to join our team in Sacramento, CA.
NewProject Manager (Commercial Construction) JobotProject Manager (Commercial Construction)Sacramento, CA$140,000–$160,000 / yearWe are a full-service Commercial Construction company specializing in Commercial, Retail, Hospitality, Institutional, and Industrial spaces, with over 65 years of experience looking for a Project Manager (Commercial Construction) with strong Core and Shell experience to join our team in Sacramento, CA. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager - Roofing (Commercial & Residential) JobotProject Manager - Roofing (Commercial & Residential)Emeryville, CA$100,000–$140,000 / yearCommercial Projects Include: GAF | Garland | Firestone | Duro-Last | American Hydro-Tech (Garden Roof Systems) | Carlisle | Soprema | United Coatings | AEP Span (Metal Roofing) | GACO | Henry’s Roofing & Maintenance Systems | IB Thermoplastic Roofing Systems | Performance Roof Systems. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager JobotProject ManagerNapa, CA$140,000–$180,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Project Manager, you will be at the heart of our operations, overseeing various construction projects from inception to completion.
NewSenior Manager of Project Management - Construction JobotSenior Manager of Project Management - ConstructionVallejo, CA$180,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They are looking for a construction leader to help build out a new construction internally, focusing on high-end commercial and residential projects.
NewAccount Manager-HVAC JobotAccount Manager-HVACBroderick, CA$140,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
NewTax Manager JobotTax ManagerSacramento, CA$100,000–$120,000 / yearOur professionals serve a diverse range of clients, including nonprofits, private businesses, government entities, individuals, and employee benefit plans, offering comprehensive audit, tax, and advisory services. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewAudit Manager JobotAudit ManagerSacramento, CA$110,000–$125,000 / yearAs a well-established California accounting firm, we provide assurance, tax, and advisory services to organizations ranging from privately held companies and nonprofit organizations to governmental agencies, educational institutions, and employee benefit plans. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSenior Tax Manager JobotSenior Tax ManagerPiedmont, CA$200,000–$275,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We're seeking a Senior Tax Manager to lead and expand our flow‑through tax practice, working primarily with complex partnerships, LLCs, and S‑corporations.
NewAssistant Project Manager - Commercial HVAC JobotAssistant Project Manager - Commercial HVACWalnut Creek, CA$115,000–$135,000 / yearThe Assistant Project Manager is a full-time role that supports Project Managers and Project Executives by coordinating multi-department efforts to deliver HVAC and plumbing construction projects on schedule, on budget, and to specification. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager - Commercial HVAC JobotProject Manager - Commercial HVACWalnut Creek, CA$140,000–$180,000 / year
NewSr. Project Manager - Commercial Construction in Sacramento JobotSr. Project Manager - Commercial Construction in SacramentoSacramento, CA$150,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A well-established general contractor based in the Sacramento area, specializing in commercial construction projects, including office and hospitality projects, is looking to hire a Sr.
NewSenior Electrical Project Manager JobotSenior Electrical Project ManagerSacramento, CA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We work across diverse markets including commercial, industrial, healthcare, education, data/technology, and public works, delivering projects through design-build, design-assist, and plan-spec approaches.
NewProject Manager - Luxury Residential Construction JobotProject Manager - Luxury Residential ConstructionSan Rafael, CA$160,000–$200,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A well-established general contractor based in the Vallejo area, specializing in luxury residential construction projects, including office and hospitality projects, is looking to hire a Project Manager.
NewCommercial Route Manager Sprague Pest SolutionsCommercial Route ManagerVALLEJO, CA$26–$30 / hourSprague Pest Solutions is looking for a Route Manager to join our mission of protecting public health, product and food safety for commercial clients in industries like retail, food service, and logistics. This position reports to the Branch Manager and partners with Operations Managers, Sales Reps, and a team of Route Managers (technicians) to continually enhance client satisfaction and business operations.
NewSenior Tax Manager Vaco LLCSenior Tax ManagerSacramento, CA$140,000–$160,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewConstruction Project Manger JobotConstruction Project MangerSacramento, CA$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an established general contractor specializing in multifamily and mixed-use developments throughout California with a strong reputation for delivering high-quality projects and building long-term client relationships.
NewProject Manager-Plumbing or HVAC JobotProject Manager-Plumbing or HVACSacramento, CA$130,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The successful candidate will be responsible for managing a variety of commercial plumbing projects from start to finish, ensuring they are completed on time and within budget.
NewSenior Account Manager, HVAC ABM IndustriesSenior Account Manager, HVACVallejo, CA$85,785–$159,315The Senior Account Manager owns the strategic selling process and communicates value to resolve the client’s issues and is responsible for the orchestration of the sales process, implementing an account management program including the implementation and transition process for new business. Founded in 1909, ABM serves over 20,000 clients, with annualized revenue approaching $8 billion and more than 100,000 team members in 350+ offices throughout the United States, United Kingdom, Republic of Ireland, and other international locations.
NewGeneral Manager Red Door ExperiencesGeneral ManagerEmeryville, CAWe are looking for someone who is self-motivated, highly organized, an expert communicator and trainer, and can handle pressure in a fast-paced and fun environment. Ability to perform all branch job functions – general manager, front desk, game master, marketing, design, and sales.
NewRegional Manager Asset Living Corporate TeamRegional ManagerNapa, CAAsset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions. . High School Diploma or Equivalent; Bachelor’s degree preferred or four years experience in the housing industry; or one to two years related experience and/or training; or equivalent combination of education and experience .
Client Success/Account Manager Tekfortune Inc.Client Success/Account ManagerDanville, CAWe are looking for a results-driven Client Success / Account Manager to manage existing client accounts and identify new business opportunities The role requires strong relationship management, account growth ownership, and stakeholder engagement across senior leadership. Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for world s leading organizations in a broad range of industries.
Senior Client Manager GallagherSenior Client ManagerWalnut Creek, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview: At Gallagher, we’re united by a commitment to service, growth, and excellence.
Client Manager, Small Business Benefits GallagherClient Manager, Small Business BenefitsSacramento, CaliforniaThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact: Account management as primary responsibility.
Client Manager Employee Benefits Marsh McLennanClient Manager Employee BenefitsWalnut Creek, Californiali>Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Client Manager Marsh McLennanClient ManagerWalnut Creek, Californiali>Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Client Manager, Large Group Edgewood Partners Insurance CenterClient Manager, Large GroupConcord, CA$41–$51 / hourp>California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.
Client Manager, AVP Investment Trading - Charles River Development State Street CorpClient Manager, AVP Investment Trading - Charles River DevelopmentSacramento, CA$80,000–$140,000 / yearAs the Client Manager focused on Strategic clients, you will be responsible for client satisfaction, retention, and growth by ensuring the effective delivery of Charles River IMS projects, support and services while working closely with client senior leaders to ensure strategic alignment and strong, long-term partnerships. Charles River Client Managers are expected to actively manage a book of Charles River IMS accounts by: Ensuring a high touch engagement model with clients, including regular onsite visits, project status calls and executive engagements.
Senior Client Manager Edgewood Partners Insurance CenterSenior Client ManagerConcord, CA$100,000–$125,000 / yearp>California Applicants: View your privacy rights here: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. The ideal candidate brings strong employee benefits brokerage experience, consultative client skills, and the ability to manage complex accounts in a fast‑paced environment.
Client Manager Marsh & McLennan Companies IncClient ManagerWalnut Creek, CA$60,000–$128,000 / yearThe Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Extended work hours (10 - 12 hrs/day) required on occasion during peak workload periods and to participate in networking and industry functions that begin before the workday, and may extend into the evening.
Client Portfolio Manager Allied UniversalClient Portfolio ManagerSacramento, CAAllied Universal is currently seeking a Client Portfolio Manager is designated as an upper management level professional responsible for full leadership and strategic oversight of all security service deliveries and related programs across a designated client territory. Capably utilize WinTeam for scheduling and billing and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management.
Senior Environmental Program/Client Manager AECOMSenior Environmental Program/Client ManagerSacramento, CAp>Preferred Skills and Experience: 15+ years of relevant experience or demonstrated equivalency of experience and/or education with expertise in preparing and overseeing the development of California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) documents; preparing and overseeing regulatory permitting documents; and pursuing marketing and business development opportunities related to environmental planning and permitting. 8 years of relevant experience or demonstrated equivalency of experience and/or education with expertise in preparing and overseeing the development of California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) documents; preparing and overseeing regulatory permitting documents; and pursuing marketing and business development opportunities related to environmental planning and permitting.
Manager, Client Service Mercer AdvisorsManager, Client ServiceWalnut Creek, Californiap>The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.Client Service Manager, Employee Benefits Hub International InsuranceClient Service Manager, Employee BenefitsSacramento, Californiaul>Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs.Associate Commercial Lines Client Service Manager GallagherAssociate Commercial Lines Client Service ManagerWalnut Creek, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience . Proficiency in EPIC agency management system and Microsoft Office. .NewClient Service Manager, Commercial Lines Hub International LtdClient Service Manager, Commercial LinesLarkspur, CAli>Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The expected salary range for this position is $120,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.Client Success Manager (MedInsight) Milliman IncClient Success Manager (MedInsight)CA$90,620–$145,130 / yearp>Client Success Managers collaborate closely with clients through regular engagement, identifying opportunities to improve outcomes, championing data-driven decision-making, and optimizing data processes to maximize the value clients receive from their MedInsight investment. MedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.Principal Product Manager | Client Insights AI Context Enablement Wells Fargo & CoPrincipal Product Manager | Client Insights AI Context EnablementConcord, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 10+ years of Product Management, product development, strategic planning, process management, change delivery, agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.Client Relationship Manager CSC GroupClient Relationship ManagerCAThe Strategic Account Manager (SAM) is responsible for protecting and growing CSC's existing revenue base through proactive client engagement, risk identification, and strategic collaboration with Sales. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.Senior Client Service Manager GallagherSenior Client Service ManagerSacramento, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. . Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions. .Tax Manager, Private Client Services/HNWI Aprio Technologies, Inc.Tax Manager, Private Client Services/HNWIWalnut Creek, CA$98,500–$160,000 / yearp>Qualifications: • Bachelors degree in Accounting • Master's degree in Taxation preferred • Recent experience working in a public accounting firm • 6+ years of federal tax consulting and/or compliance experience in accounting • CPA is preferred • Experience in S-Corp, Partnership returns, Individual and Corporate • Exceptional verbal and written communication skills • Computer expertise including knowledge of tax software and technology • Experience managing a team • Willing to work hybrid. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.Tax Senior Manager - Private Client Baker Tilly Advisory Group, LPTax Senior Manager - Private ClientWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.Manager, Client Services - Emergency Medicine - Remote - Nationwide CEP America LLCManager, Client Services - Emergency Medicine - Remote - NationwideSacramento, CARemote$74,380–$92,975 / yearul>Reviews several different operations reports including Practice Management Report to identify problem areas, takes appropriate action, and follows-up as necessary. Identifies financial performance, team structure, and other areas needing improvement and works collaboratively with Director of Billing Operations or Sr.NewPremier Client Success Manager Office AllyPremier Client Success ManagerConcord, CA$55,000–$65,000 / yearThis position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. We offer a range of affordable, cloud-based revenue cycle management solutions –from eligibility verification and claims management to revenue recovery and payment processing –that help healthcare organizations of all sizes streamline operations and reduce administrative burdens so they can focus on what matters most: patient care.Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesWalnut Creek, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.VP/Client Relationship Manager First Northern Bank of DixonVP/Client Relationship ManagerVacaville, CA$95,000–$100,000 / yearli>Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank. Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients.12345678910Similar Job SearchesClient Associate JobsClient Service Associate JobsClient Services Manager Jobs
Client Service Manager, Employee Benefits Hub International InsuranceClient Service Manager, Employee BenefitsSacramento, Californiaul>Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs.
Associate Commercial Lines Client Service Manager GallagherAssociate Commercial Lines Client Service ManagerWalnut Creek, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Bachelor's degree with minimum 1+ years client service management experience OR- High School degree/GED with a minimum of 3+ years client service management experience . Proficiency in EPIC agency management system and Microsoft Office. .
NewClient Service Manager, Commercial Lines Hub International LtdClient Service Manager, Commercial LinesLarkspur, CAli>Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. The expected salary range for this position is $120,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Client Success Manager (MedInsight) Milliman IncClient Success Manager (MedInsight)CA$90,620–$145,130 / yearp>Client Success Managers collaborate closely with clients through regular engagement, identifying opportunities to improve outcomes, championing data-driven decision-making, and optimizing data processes to maximize the value clients receive from their MedInsight investment. MedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.
Principal Product Manager | Client Insights AI Context Enablement Wells Fargo & CoPrincipal Product Manager | Client Insights AI Context EnablementConcord, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 10+ years of Product Management, product development, strategic planning, process management, change delivery, agile product owner experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Client Relationship Manager CSC GroupClient Relationship ManagerCAThe Strategic Account Manager (SAM) is responsible for protecting and growing CSC's existing revenue base through proactive client engagement, risk identification, and strategic collaboration with Sales. CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.
Senior Client Service Manager GallagherSenior Client Service ManagerSacramento, Californiaul style="margin: 0px; padding: 0px; font-family: verdana;">Build and maintain strong relationships with clients and carrier partners through timely responses and strong customer service, ensuring trust and satisfaction. . Lead the renewal process and strategy for more complex accounts by overseeing compilation of client information, needs analysis, and helping deliver timely, tailored solutions. .
Tax Manager, Private Client Services/HNWI Aprio Technologies, Inc.Tax Manager, Private Client Services/HNWIWalnut Creek, CA$98,500–$160,000 / yearp>Qualifications: • Bachelors degree in Accounting • Master's degree in Taxation preferred • Recent experience working in a public accounting firm • 6+ years of federal tax consulting and/or compliance experience in accounting • CPA is preferred • Experience in S-Corp, Partnership returns, Individual and Corporate • Exceptional verbal and written communication skills • Computer expertise including knowledge of tax software and technology • Experience managing a team • Willing to work hybrid. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Tax Manager, Private Client Services/Private Wealth Baker Tilly Advisory Group, LPTax Manager, Private Client Services/Private WealthWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Tax Senior Manager - Private Client Baker Tilly Advisory Group, LPTax Senior Manager - Private ClientWalnut Creek, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Manager, Client Services - Emergency Medicine - Remote - Nationwide CEP America LLCManager, Client Services - Emergency Medicine - Remote - NationwideSacramento, CARemote$74,380–$92,975 / yearul>Reviews several different operations reports including Practice Management Report to identify problem areas, takes appropriate action, and follows-up as necessary. Identifies financial performance, team structure, and other areas needing improvement and works collaboratively with Director of Billing Operations or Sr.
NewPremier Client Success Manager Office AllyPremier Client Success ManagerConcord, CA$55,000–$65,000 / yearThis position serves as the primary escalation point for their assigned clients, collaborates with the Sales Account Management team on communications and projects, oversees implementations and solutions, provides proactive support and resolves issues, and drives client retention. We offer a range of affordable, cloud-based revenue cycle management solutions –from eligibility verification and claims management to revenue recovery and payment processing –that help healthcare organizations of all sizes streamline operations and reduce administrative burdens so they can focus on what matters most: patient care.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesWalnut Creek, CA$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
VP/Client Relationship Manager First Northern Bank of DixonVP/Client Relationship ManagerVacaville, CA$95,000–$100,000 / yearli>Regularly assess clients through check-ins to determine satisfaction, areas for improvement and opportunities for cross-selling additional products and services to deepen the relationship with the Bank. Identify potential clients, partners and new target markets through various channels, including networking, referrals, and research; use this info to take action to gain new clients.