367 Client Management jobs in the United States

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

The

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

The

Job Description

Our Company

Millennium Mortgage is a Mortgage Broker dedicated to reinventing the way home lending is done by leveraging expertise and state of the art technology. At the surface, we are a Mortgage Broker servicing current and future homeowners with their mortgage needs. At our core, we offer end-to-end origination and support as a service for originators, enabling them to deliver a flawless experience to both clients and referral partners.

We have designed proprietary solutions that are delivering an unprecedented level of service and exceeding the expectations for all parties involved in the home buying process.

The opportunity of the Millennium Mortgage LLC

The right individual will possess both Aptitude and Critical Thinking. Analysts at Millennium Mortgage are our frontline. Their ability to flawlessly execute and deliver an experience second to none to all our clients is of utmost importance. You will be responsible for receiving and reviewing submitted documentation by our clients. You will verify for accuracy and complete quality control check measures to alert the next team that the client/file is ready for review.

Your role will also assist our processing and underwriting teams by obtaining information from third party providers and referral partners. This is Entry Level Role with a lot of room for advancement.

Our Analysts are the company’s foundation when it comes to delivering a seamless experience to our clients and submitting high quality loan files to our Underwriting Department.

Responsibilities will include:

• Engaging with prospective and existing clients via phone and/or email
• Working alongside our Client File Management and Processing team to prepare files and confirm when they are ready for delivery to our Underwriting team.
• Review client submitted documentation and information for accuracy. Clear and approve data points for the next team to review.
• Building rapport and maintaining prominent level of professionalism with clients
• Interest in obtaining your NMLS License within the first year.

About You:

• Detail oriented, thorough, and passionate about learning and perfecting your craft.
• Desire to help each consumer with one of the most meaningful financial transactions of their life.
• Build rapport and foster relationships with current clients.
• Demonstrate excellent communication (verbal / written) and interpersonal skills.
• Display a prominent level of empathy, integrity, and work ethic.
• Collaborate and partner closely with your team to achieve company and team goals.

The Millennium mission is rooted in values that drive us.

• We do what is in the best interest of the consumer, not ourselves.
• We have growth mindsets, not fixed ones.
• We believe that success lies in execution, not credentials.
• We act like owners, not just employees.
• We work to find answers on our own, not wait for them to be given to us.
• We optimize for mission, not ego.

Job Description

About Simple Construction

Simple Construction provides professional roofing and exterior construction services across Southwest Virginia. As a GAF Master Elite Roofing Contractor, we’re known for our craftsmanship, strong communication, and problem-solving approach. We’re growing and looking for a motivated Inside Sales Coordinator who thrives in a fast-paced environment, enjoys organizing details, and takes pride in seeing projects run smoothly from start to finish.

About the Role

The Inside Sales Coordinator plays a vital role supporting our sales and production teams. You’ll manage project details, coordinate with clients and subcontractors, handle permits and scheduling, and keep everything running efficiently through our CRM system. This position is ideal for someone with 1–3 years of inside sales or construction coordination experience who’s ready to take ownership of their work and contribute to a growing, team-oriented company.

Key Responsibilities

• Manage project details from signed contract through completion

• Enter and track job progress in CRM software

• Prepare subcontracts, purchase orders, and material orders

• Schedule inspections, building permits, and Miss Utility tickets

• Communicate updates to clients regarding scheduling and project progress

• Coordinate deliveries, subcontractors, and site readiness

• Track and reconcile purchase orders, invoices, and job-related expenses.

• Collaborate with sales and production teams to streamline operations

Qualifications

• 1–3 years of experience in inside sales, project coordination, or construction administration

• Strong critical thinking and problem-solving skills

• Self-motivated with excellent initiative and attention to detail

• Proficient in CRM software (JobTread or similar) and Microsoft Office Suite

• Excellent written and verbal communication skills

• Valid driver’s license

• Bilingual (English/Spanish) or willingness to learn Spanish preferred

• Experience in roofing or exterior construction is a plus

Compensation & Benefits

• Salary range: $45,000 – $58,000 per year , based on experience

• 401(k) retirement plan after one year of employment

• Company cell phone, credit card, and access to company vehicle during work periods

• Paid holidays: Thanksgiving, Christmas Day, New Year’s Day, Memorial Day, Labor Day, and July 4th

• One week of paid vacation per year

Simple Construction provides professional roofing and exterior construction services across Southwest Virginia. As a GAF Master Elite Roofing Contractor, we’re known for our craftsmanship, strong communication, and problem-solving approach.

Simple Construction provides professional roofing and exterior construction services across Southwest Virginia. As a GAF Master Elite Roofing Contractor, we’re known for our craftsmanship, strong communication, and problem-solving approach.

Job Description

Description:

Community Medical Services (CMS) is seeking a Client Services Coordinator to be the welcoming face of our clinic. Under the supervision of the Clinic Manager, you will greet clients and visitors with professionalism, compassion, and a trauma-informed approach. You’ll play a key role in coordinating client care, including scheduling appointments, assisting with walk-in intakes, and addressing client concerns.

As part of our mission to help individuals recover from substance use disorders, you’ll thrive in a supportive, engaging, and fulfilling work environment where your contributions are valued.

Along the way, we’ll invest in your well-being through a benefits package for full-time employees that includes:

• Subsidized medical, dental, and vision insurance
• Health savings

Job Description

Salary: 85,000-95,000 base

Position Overview:
As a Client Success Manager,you'll be responsible for building and maintaining strong relationships with clients, understanding needs, and helping to maximize the utilization of Sage Intacct software solutions. Through inbound resolution, targeted outreach, and annual client business reviews, you will be responsible for offering strategic advice to meet organizational client goals and ensuring best-in-class client experiences.

This role requires exceptional communication and writing skills, sales acumen, and technical knowledge of Sage Intacct.

Responsibilities:

• Cultivate strategic relationships to understand evolving needs and identify opportunities for growth

• Ensure smooth transition from implementation to post-live status

• Prepare and deliver comprehensive annual/quarterly business reviews for clients

• Conduct regular cadence check-ins across an established book of business (+100 clients)

• Manage inbound client requests, including de-escalation needs, questions related to integration opportunities, third-party software solutions, and Accordants proprietary software solutions and serve as a liaison across departments for resolution

• Identify potential upsell leads and work closely with sales team to ensure correct solution is in place for client needs

Skills Required:

• 3+ yrs Client Experience / Success / Customer Service background with a proven track record in both sales and client retention

• 2+ years experience with Sage Intacct

• 1+ yr of Experience Managing a large book of business (100+ clients)

• Ability to navigate complex or escalated client relationships

• Ability to multi-task with strong prioritization skills

• Exceptional communication skills (verbal and written) to multiple levels of organizations, inclusive of C-suite

• Ability to navigate ambiguity and build upon current processes to maximize efficiency

Additional Preferred Skills

• Previous experience with client metrics such as NPS, CSAT, and Voice of the Customer Data, and Client Health Scores

• Knowledge of the construction industry

• Proficiency in Salesforce

• 1+ yr Software / SaaS experience in a sales-focused role

• Previous experience with Project Management tools

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation

Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.

Job Description

Company Description

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. 

Curinos operates under a hybrid modality . This individual may work from the New York, Boston, or Chicago offices.

The Vice President, Client Management is responsible for driving growth, retention, and satisfaction across a complex portfolio of high-value client relationships, primarily Mid-Tier Banking Institutions. This role serves as a strategic partner to executive stakeholders—aligning their business objectives with Curinos’ data, technology, and advisory solutions.

This is a top-down, consultative role operating in a subscription data environment where success depends on executive engagement, strategic delivery, and value-based selling. Responsibilities include:

• Owns the client relationship lifecycle, with accountability for portfolio performance, client satisfaction, and strategic growth
• Builds and maintains executive-level relationships (CFO, CEO, Treasurer, Head of Retail, Digital, or Client Experience)
• Develops and executes strategic

Job Description

Company Description

Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. 

Curinos operates under a hybrid modality . This individual may work from the New York, Boston, or Chicago offices.

The Senior Vice President, Client Management leads growth, retention, and strategic engagement across a complex portfolio of high-value client relationships, primarily Tier 1 Banking Institutions. This role is a trusted advisor to C-level stakeholders, driving business alignment between client priorities and Curinos’ data-driven solutions.

This position requires a seasoned, consultative leader who ensures coordination across client projects, leads

Job Description

We are looking for a dedicated Customer Experience Specialist to join our team in Tulsa, Oklahoma. This is a Contract-to-Permanent position, offering the opportunity to grow within the organization after successful completion of training. In this role, you will provide exceptional service to clients, many of whom require special care, while maintaining accuracy in documentation and communication.

Responsibilities:
• Deliver outstanding customer service by addressing inquiries and concerns with empathy and professionalism.
• Handle a high volume of paperwork and data entry tasks with precision and attention to detail.
• Respond to inbound calls and manage outbound communications as necessary.
• Assist clients with disabilities or special needs, ensuring their unique requirements are met.
• Maintain accurate and organized records of client interactions and service requests.
• Collaborate effectively with team members to ensure seamless service delivery.
• Adapt to a hybrid work environment following successful completion of training and conversion, if applicable.
• Uphold company standards by maintaining confidentiality and adhering to all policies and guidelines.• Proven experience in customer service, preferably in a call center or similar environment.
• Strong skills in data entry and order processing with attention to accuracy.
• Ability to handle inbound and outbound calls effectively.
• Demonstrated patience, empathy, and client-oriented approach when working with individuals with special needs.
• Excellent organizational and time management skills.
• Strong communication abilities, both verbal and written.
• Proficiency in using computer systems and software for documentation and communication.
• Ability to work onsite Monday through Friday during standard business hours.