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To apply for this Client Success Manager, Accounting and Consulting role, you will ideally have: Client success experience in a SaaS environment, ideally one that supports multiple integrated products and clients in professional services. As a Client Success Manager, Accounting and Consulting, you can expect to: Monitor adoption data, usage trends, and engagement signals across your portfolio, and turn them into clear success plans tied to client business outcomes.

Intapp Inc

Client Success Manager, Accounting & Consulting

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Environment: A modern workplace with a casual dress code, open floor plans, full-service dining, free snacks and drinks, complimentary 24/7 fitness center with group classes, outdoor walking paths, game room, notary and dry-cleaning services and more! Coverage: Health, vision and dental featuring our best-in-class healthcare navigation services, along with life insurance, legal and identity protection, adoption assistance, EAP, Teladoc services and more.

Quantum Health

Client Onboarding Project Manager II

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The specialist will develop technical solutions for interchange optimization, analyze processor files to identify "downgrades," and create data-driven tools to enhance cost management for large-scale clients. Interchange Optimization: Investigate payment processing data from multiple card brands and processors to identify savings opportunities and the root cause of excessive interchange fees.

Paymentus

Technical Client Manager

The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving longterm satisfaction, client retention, improving efficiencies, resolving client issues, and helping our clients manage their retirement plans for better outcomes. frame-loader#lazyLoad clinch:authenticated@document->frame-loader#reload" data-controller="frame-loader" data-src="/blocks/jobs/eec5b9bd2e5e21c85017badf63aa970d/favourites?page_id=9c865ef96887dadf6a0efc71fc06da3c" id="eec5b9bd2e5e21c85017badf63aa970d_favourites">.

Ascensus LLC

Client Service Manager

Our Client Accounting and Advisory Services (CAAS) team partners with customers to create opportunities for the future by providing outsourced accounting, controllership, and CFO-level advisory services that empower decision-making through rigorous analysis of financial and operational data. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis.

Elliott Davis, LLC

Client Accounting & Advisory Services Manager,

Barings Client Portfolio Managers work in close partnership and coordination with investment teams and sales as well as other stakeholders within the organization as subject matter experts, focusing on business development, client servicing and product development for certain investment strategies. The role will support all Barings private credit strategies (portfolio finance, infrastructure debt, asset-based finance, private placements, direct lending, capital solutions) with a primary focus on portfolio finance.

Barings LLC

Client Portfolio Manager - Private Credit, Managing Director

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. The Client Service Manager is responsible for the daily management and accounting functions of a portfolio of clients that can consist of insurance entities, captives, and reinsurance pools.

Marsh McLennan

Client Service Manager (Captives)

Build relationships with account personnel including top management, internal sales / account management team, in-store team, accounting, marketing, operations, logistics, and trade management / support team. From emerging challengers to established market leaders, we bring the sales horsepower, marketing firepower, and integrated thinking to move the needle at retail.

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C.A. Fortune

Senior Client Partnership Manager

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The Client Service Manager is responsible for leading, developing, and overseeing the Client Service team to ensure exceptional delivery across the end-to-end client lifecycle—from onboarding to renewal to ongoing service. Innovation & Forward Thinking: Proactive, forward-thinking mindset with a willingness to contribute to and lead automation tool development and requirements gathering through SME contribution, to elevate service and transform ways of working.

Howden

This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day to day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end to end service delivery. Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.

Associate Director/ Director- Client Service Manager

Job Duties: Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury, Claims Administration, Customer Care Center as well as with internal and external Broker partners and Account Managers. As our McGriff Flexible Benefits Client Relationship Manager on the Marsh Agency Flex team, you'll lead the management of an established client portfolio to ensure consistent delivery of contractual obligations and service excellence.

Marsh & McLennan Companies Inc

Flexible Benefits Client Relationship Manager

You’ll operate as a trusted advisor - bringing together a strong understanding of client workflows, thoughtful data insights, and deep knowledge of our platform to influence client outcomes and long-term success. Drive adoption and retention by moving beyond feature usage to shaping client workflows - using data, reporting, and product expertise to reinforce habits and demonstrate impact.

Pattern Data

Senior Client Success Manager

Barings Corp.

Associate Director- Client Service Manager

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Prepare preliminary interpretations of analyses for project teams, clients, and department management.

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Pyramid Consulting, Inc

Senior Project Manager, Digital & Client Experience

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Oversee tax planning and compliance functions for ultra-high net worth individuals and their families, ensuring timely, accurate delivery of federal, state, and local returns, while proactively identifying and resolving workflow, technical, or client-related delays. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.

EisnerAmper

Tax Senior Manager - Private Client Services (Remote)

Tax Senior Manager - Private Client Services

Elliot Davis

Analyzing parameters including costs, time-lines, technical functions, benefits and risks of projects. Preparing preliminary interpretations of analyses for project teams, clients, and/or department management.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

eTeam Inc.

Sr. Project Manager, Digital & Client Experience

What you will do: As a Client Services Field Effectiveness Senior Manager, you can expect to: Serve as the embedded enablement partner to Client Services, building trusted relationships with practice leads and segment managers and representing Client Services priorities in Field Effectiveness and GTM Strategy & Operations forums. Own field communications and training programming across product knowledge, industry knowledge, process & methodology, and professional skills, including workshops, live sessions, async content, and certifications built with subject matter experts.

Client Manager Jobs in Gastonia, NC

Client Success Manager, Accounting & Consulting Intapp Inc

Client Onboarding Project Manager II Quantum Health

Technical Client Manager Paymentus

Client Service Manager Ascensus LLC

Client Accounting & Advisory Services Manager, Elliott Davis, LLC

Client Portfolio Manager - Private Credit, Managing Director Barings LLC

Client Service Manager (Captives) Marsh McLennan

Senior Client Partnership Manager C.A. Fortune

Client Service Manager Howden

Associate Director/ Director- Client Service Manager Barings LLC

Flexible Benefits Client Relationship Manager Marsh & McLennan Companies Inc

Senior Client Success Manager Pattern Data

Associate Director/ Director- Client Service Manager Barings Corp.

Associate Director- Client Service Manager Barings Corp.

Senior Project Manager, Digital & Client Experience Pyramid Consulting, Inc

Tax Senior Manager - Private Client Services (Remote) EisnerAmper

Tax Senior Manager - Private Client Services EisnerAmper

Client Accounting & Advisory Services Manager, Elliot Davis

Sr. Project Manager, Digital & Client Experience eTeam Inc.

Senior Client Services Field Effectiveness Manager Intapp Inc

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