client experience manager

Specialty Design+Build

Specialty Real Estate Group is looking for a Client Experience Manager to join our team.About the Role:We are a top producing real estate brokerage firm looking for someone with experience in wow'ing clients: high end retail, event planning, to name a few.Core Responsibilities:Database Nurture Manage CRM, execute automated and manual touchpoints, ensure every past client receives 8&ndash;12 touches per yearClient CommunicationSend closing gifts, birthday/anniversary notes, market updates, client appreciation eventsReferral Generation Proactively ask for referrals, track referral sources, create systems to generate repeat businessReview Management Manage Google, Zillow, and social reviews&mdash;solicit, respond, and leverageClient Onboarding Welcome new clients, set expectations, deliver client guidesOffboarding &amp; Follow-Up Post-closing follow-up, check-ins at 30/60/90 days, long-term nurtureEvent Coordination Plan client appreciation events, open house staffing, community presenceVendor Coordination Manage relationships with preferred vendors (inspectors, lenders, contractors) for client referralsWhat We Offer:Flexible schedule with remote work options. Competitive hourly rate commensurate with experience. Opportunity to grow into a full-time position. Supportive work environment with ongoing training.Job Types: Part-time, ContractPay: $25.00 - $35.00 per hourBenefits:<ul><li>Flexible schedule</li></ul>Experience:<ul><li>Bookkeeping: 1 year (Preferred)</li></ul>Work Location: Hybrid remote in Kirkland, WA 98033

Real Estate Brokerage Client Experience Manager

CliniSys

<div>Manager, Client Experience Operations (Support)-Office Based
Position Summary
The Manager, Client Experience Operations (Support) leads the operational performance and continuous improvement of the Client Experience Support function. This role is accountable for establishing consistent performance management mechanisms (metrics, dashboards, operating rhythms), driving root-cause resolution across recurring client issues, and improving service quality through scalable processes and cross-functional partnership. The Manager focuses the team on proactive problem solving and systematic improvement&mdash;not simply transactional issue handling&mdash;while ensuring strong client outcomes and a consistent support experience. This position supports the transition from current-state support delivery to a future-state operating model designed for scale, consistency, and improved client outcomes.
Clinisys&rsquo; AI Philosophy
Building an AI first organization is central to Clinisys&rsquo; purpose and the impact we deliver. As a global provider of intelligent diagnostic informatics solutions, we develop AI enabled, cloud-based platforms to enhance diagnostic workflows across healthcare, life sciences, and public health. By applying intelligent technology thoughtfully and responsibly, we help laboratories and testing environments operate more effectively, generate meaningful insights at scale, and ultimately support healthier, safer communities. Operating across more than 30 countries, Clinisys expects all colleagues&mdash;regardless of role or function&mdash;to work confidently with AI enabled tools, apply digital and analytical thinking, and continuously adapt as technologies evolve. Every team member must help drive an AI first sense of purpose and urgency.
Essential Functions
Operational Performance &amp; Governance<ul><li>Own and maintain the support operating rhythm (daily/weekly/monthly reviews), ensuring reliable visibility into performance, productivity, backlog, and service quality.</li><li>Define, monitor, and continuously improve service performance metrics for the Client Support organization, including quality indicators, throughput, timeliness, and client feedback trends.</li><li>Produce and present routine performance reporting and actionable insights for leadership stakeholders, translating trends into prioritized operational actions.</li></ul>
Continuous Improvement &amp; Root-Cause Resolution<ul><li>Leverage automation and AI‑enabled tools (such as analytics, knowledge management, and service workflow optimization) to improve operational efficiency, reduce recurring support demand, and enhance the client experience.</li><li>Lead structured analysis of recurring client concerns and support demand drivers, identifying root causes and implementing durable solutions through process change, knowledge improvements, and cross-team alignment.</li><li>Drive continuous service improvement initiatives based on quality metrics and customer feedback, including service request management, trend analysis, and operational corrective actions.</li><li>Recommend and influence changes to products, processes, and services that improve the client experience; partner with peers and cross-functional stakeholders to refine and implement improvements.</li><li>Partner with Product, Engineering, and other teams to reduce avoidable support demand through defect reduction, usability improvements, and proactive enablement.</li></ul>
Resource Planning &amp; Service Delivery<ul><li>Plan and allocate resources to ensure appropriate coverage and responsiveness to client needs, including management of backlog, peak demand periods, and priority client issues.</li><li>Maintain a consistent approach to escalation, service recovery, and communication during high-impact client issues.</li><li>Provide leadership oversight for critical incidents as needed; rotational on-call participation may be required in a 24/7 environment.</li></ul>
Cross-Functional Partnership &amp; Stakeholder Support<ul><li>Build and maintain strong business partnerships with internal departments to improve end-to-end client outcomes (e.g., Product, Engineering, Client Success, Professional Services, Sales).</li><li>Support the broader organization by enabling reference-able clients where appropriate, providing client information, and responding to internal inquiries with professionalism and appropriate discretion.</li></ul>
People Leadership &amp; Talent Development<ul><li>Lead and develop a team of client support professionals through coaching, mentoring, and consistent performance expectations aligned to standard processes and client-focused outcomes.</li><li>Promote a culture of accountability, learning, and operational excellence through consistent execution and continuous improvement.</li></ul>
Other<ul><li>Perform other duties and responsibilities as assigned.</li></ul>
Skills Needed to Be Successful<ul><li>Comfort using data, automation, and emerging AI‑enabled tools to inform decisions, surface insights, and improve operational outcomes.</li><li></li><li>Strong analytical and problem-solving capability with a continuous improvement mindset and solution orientation.</li><li>Ability to interpret trends, identify root causes, and translate data into practical operational improvements.</li><li>Strong organizational and communication skills, including the ability to influence cross-functional partners and align stakeholders.</li></ul>
Required Experience &amp; Education<ul><li>BA/BS Degree in Technology, Medical field, a related discipline, or equivalent relevant experience.</li><li>5&ndash;7 years of experience in a product support, client support, or service delivery environment.</li><li>Demonstrated experience leading cross-functional operational improvements, building business partnerships, and driving measurable improvements in client experience and service performance.</li><li>3 years of supervisory/people leadership experience.</li></ul>
Preferred Experience &amp; Education<ul><li>Familiarity with software development lifecycles and technical support processes.</li><li>Exposure to the Healthcare and/or IT industry.</li><li>Experience with support tooling and analytics (e.g., ticketing systems, knowledge management, dashboards).</li></ul>
Supervisory Responsibilities
Team size and structure may vary based on business needs.
Benefits &amp; Compensation
Our benefits are designed to support employees at work and in life, including health and wellness benefits, 401(k), stock incentive programs, paid time off, parental leave, and tuition assistance (eligibility may vary by employment status and location).
The starting pay range for a candidate selected for this position is generally within the range of $101,600 to $134,300 in annual base salary. Actual compensation will be based on factors such as work location, qualifications, and experience.
Physical Requirements<ul><li>Work is performed remotely or in a normal office setting with minimal exposure to health or safety hazards. Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 10 pounds with assistance as part of office routine</li><li>30% Travel may be required</li><li>Moderate lifting/carrying 15-44 lbs.; use of fingers; walking/standing 2-6 hours</li><li>Exposure to hazardous materials or various weather conditions</li><li>Travel to client sites that can pose risk associated with healthcare organization</li><li>May be required to follow customer location health and safety requirements</li></ul>
Clinisys&rsquo; Commitment to Equal Opportunity
Clinisys is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.
General Guidance
This job description is intended to describe the general nature and level of work performed. It does not restrict the Company from changing, reassigning, expanding or reducing the scope of responsibilities at any time.</div>

Manager, Client Experience Operations

My CPA Coach

Client Accounting Manager (CAS Services)We are seeking a seasoned, detailed-oriented Bookkeeper at My CPA Coach, responsible for managing bookkeeping and accounting services for multiple high net-worth individuals and small business clients across a variety of industries. My CPA Coach is a fast-growing CPA Firm that specializes in Tax Planning and Consulting for Small Business Owners and High-Income Individuals. This is a client-facing role that requires strong communication skills and a high level of accuracy and ownership over the bookkeeping process.Highlights of the Role:<ul><li>Serve as a primary point of contact for small business clients for accounting &amp; bookkeeping services</li><li>Work independently to perform bookkeeping and payroll services</li><li>Work from home; position is 100% remote</li><li>Ensure timely, accurate, and quality work deliverables</li><li>Receive competitive base compensation</li></ul>The Ideal Candidate:<ul><li>Is QuickBooks Certified</li><li>Has at least 3 years of client-facing accounting experience, serving as the primary contact for engagements</li><li>Is confident to serve clients independently (resources provided)</li><li>Is able to work effectively and efficiently on tasks</li></ul>Job Responsibilities:<ul><li>Serve as the primary point of contact for assigned clients and communicate directly regarding bookkeeping questions and requests</li><li>Provide full-service accounting and bookkeeping services to diverse clientele, including business owners, real estate investors, and high-income or high-net worth individuals.</li><li>Collaborate with internal team members, including CPAs and bookkeeping specialists, regarding client financials to deliver optimal results</li><li>Prepare and lead client accounting calls, regularly providing status updates and engaging the clients with their accounting questions throughout the year.</li><li>Maintain strong client relationships by managing their expectations, being responsive to their communications/emails, and meeting your promises with clients (delivering on what you say you will)</li><li>Oversee and manage all accounting practices and ensure compliance with financial regulations and standards.</li><li>Collaborate with Managing Partners to develop and implement financial and operational strategies aligned with the organization's goals.</li><li>Stay up-to-date on relevant accounting laws and regulations.</li></ul>Qualifications<ul><li>Must be a certified Bookkeeper in QuickBooks online</li><li>At least 3 years of QuickBooks Online and/or relevant bookkeeping experience</li><li>Strong problem solving and interpersonal communication skills</li><li>Ability to set priorities, handle multiple tasks, and deliver results in a fast paced and dynamic environment with the desire for continuous improvement</li><li>Willingness and ability to learn new tools and technologies quickly</li></ul>Job Type: Full-timePay: $70,000.00 - $80,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Do you have at least 3 years of client-facing accounting experience where you've served as the primary contact? Please briefly describe your experience.</li></ul>Education:<ul><li>Associate (Required)</li></ul>Experience:<ul><li>Bookkeeping: 3 years (Required)</li></ul>License/Certification:<ul><li>QuickBooks Online Certification (Required)</li></ul>Work Location: Remote

Client Accounting Manager - Remote

Baptist Health System, Inc.

<div>About Baptist Health 
Recognized as a top place to work in health care, Baptist Health cares for more patients in Northeast Florida than any other provider, ranking as &ldquo;most preferred&rdquo; for more than 30 years. We&rsquo;re Jacksonville's only locally governed, faith-based, not-for-profit health system and provide a full spectrum of preventive and specialty care through 200+ locations and six hospitals. Our centers of excellence include Baptist MD Anderson Cancer Center, Baptist Heart Hospital, Baptist Neurological Institute and Wolfson Children's Hospital.<div><div>
Job Description</div></div><div><div><div><div><div><div><div><div><div>
Epic Community Connect Customer Success Manager, IS Administration, Full-time, Baptist Medical Center (hybrid)
The Epic Community Connect Customer Success Manager (CSM) will build and sustain strong and collaborative partnerships with current and prospective Community Connect sites by serving as their primary point of contact. The CSM will ensure clear and consistent communication across internal and external stakeholders. This role will be responsible for the full client lifecycle - from discovery, design/build coordination, through implementation and ongoing maintenance. Working closely with internal and external stakeholders, the CSM will coordinate intake, monitor service performance, proactively identify improvement opportunities, and drive timely resolution of issues to maintain high satisfaction, engagement, and long-term success. This role emphasizes proactive planning, high-touch customer service, and strong problem-solving, including regular travel to Community Connect sites to support implementation activities and strengthen relationships.
Epic Community Connect Customer Success Manager Responsibilities:
<ul><li>Responsible for cultivating new community connect business relationship with key Baptist affiliate partners.</li><li>
They will serve as the liaison for all technology related items and will frequently meet with Affiliate organizations to maintain regular communications and manage escalations.</li><li>
They will be responsible for demonstrating Epic Community Connect functionality, as well as other health IT application solutions offered by Baptist Health.</li><li>
Responsible for ensuring overall and on-going satisfaction of the affiliate organization with the community connect program.</li></ul>
Epic Community Connect Customer Success Manager Experience:<ul><li>
Experience with Epic Community Connect highly preferred</li><li>
Experience with Epic ambulatory and ambulatory workflows and Informatics experience preferred</li><li>
Experience with providing Epic End user support preferred</li><li>
Experience with providing ongoing support for all existing clients from and back office</li><li>
Experience with providing gather business requirements preferred</li><li>
Project Management experience preferred</li><li>
Epic Client Dashboard management experince preferred</li><li>
Epic Go-live support experince preferred</li></ul>
Epic Security Coordinator, &amp; Credential Requirements:
Education/Degree Required:
Bachelors of Science
If you are interested in this Full-TimeEpic Community Connect Customer Success Manager, opportunity, please apply now or contact andrew.foran@bmcjax.com.</div></div></div></div></div></div></div></div></div>
Primary Location:
Metro Square - 3563</div>

Epic Community Connect Customer Success Manager, IS Administration, Full-time, Baptist Medical Center (hybrid)

NESL-IT (SMC PVT) LTD

Location: On-site, Islamabad Shift Timing: 02:00 PM &ndash; 11:00 PM (overlapping hours as required) Employment Type: Full-timeJob OverviewNESL-IT is hiring a Community &amp; Client Relations Executive to manage client engagement, co-working space walkthroughs, sales coordination, and day-to-day relationship management.This role is ideal for someone confident, presentable, and comfortable interacting with clients, visitors, and partners while supporting business growth and community engagement.Key Responsibilities<ul><li>Conduct co-working space walkthroughs and client visits</li><li>Pitch co-working services and support deal closing</li><li>Communicate with clients, investors, and prospects via calls, WhatsApp, and email</li><li>Build and maintain strong client and community relationships</li><li>Coordinate client onboarding, renewals, and monthly invoicing</li><li>Handle client queries and ensure smooth day-to-day experience</li><li>Support management with customer coordination and follow-ups</li></ul>Requirements<ul><li>Strong communication and interpersonal skills</li><li>Confident, presentable, and professional personality</li><li>Comfortable with sales conversations and client handling</li><li>Ability to multitask and manage client relationships</li><li>Experience in sales, customer relations, or co-working environments is a plus</li><li>Fresh candidates with strong communication skills are encouraged to apply</li></ul>Compensation &amp; Benefits<ul><li>Competitive basic salary</li><li>Performance-based commission &amp; bonuses</li><li>Growth and leadership opportunities</li><li>Professional and supportive work environment</li></ul>Work Location<ul><li>On-site: I-10/3, Islamabad</li></ul>How to ApplyInterested candidates may apply via Indeed or send their CV to: shams.raja@nesl-it.comJob Type: Full-timePay: Rs30,000.00 - Rs80,000.00 per monthApplication Question(s):<ul><li>Are you comfortable working an on-site role in I-10/3, Islamabad?</li><li>When can you join if selected?</li><li>Are you available to work the shift timing from 2:00 PM to 11:00 PM?</li></ul>Work Location: In person

Community & Client Relations Executive (Female Preferred)

Morton Brown Family Wealth

Morton Brown Family Wealth is looking for a Client Experience Associate who is organized, reliable, and takes pride in creating a welcoming and well-run office environment.If this opportunity excites you, please send your resume and a brief cover letter to info@mortonbrownfw.com.Client Experience Associate (Front Desk)Location: Allentown, PA (In-Office)Type: Full-TimeSalary: Commensurate with experience, $45,000 - $60,000Benefits: 401(k), Profit Sharing, Health Care, Dental, Vision, Disability, Earned SabbaticalAbout Us Morton Brown Family Wealth is an independent, boutique wealth management firm headquartered in the Lehigh Valley and serving clients nationwide.We are reimagining financial advice, building a team where curiosity is encouraged, contributions are valued, and culture is as important as results. Our mission is to positively impact the experience people have with money, relationships, and life.About the Role The firm is seeking a Client Experience Associate who is responsible for managing front desk operations and providing clerical support across the firm. This role serves as the first point of contact for clients and visitors while supporting scheduling, data management, and administrative workflows.This position plays an important role in maintaining the day-to-day flow of the office through organization, accuracy, and consistent follow-through.What You&rsquo;ll Do &middot;Answer and direct incoming telephone calls and communications to appropriate team members&middot; Greet clients and visitors and manage front desk interactions and meeting arrivals&middot; Own scheduling and calendar management, ensuring accurate meeting details, appropriate time allocation, and coordination across team calendars&middot; Assist with data entry and maintain accurate client information across CRM, client portal, and internal systems&middot; Maintain office organization, including conference room setup, supply inventory, and general upkeep&middot; Handle incoming and outgoing mail and packages (FedEx, UPS, USPS)&middot; Support team members with administrative tasks and internal projects&middot; Order and maintain inventory of office supplies&middot; Assist with basic office upkeep, including light kitchen maintenanceWhat We&rsquo;re Looking For&middot; 3+ years of experience in an administrative, clerical, or front desk role&middot; Demonstrated ability to manage calendars, scheduling, and administrative workflows&middot; Proficiency with Microsoft Office (Word, Excel, Outlook, Teams)&middot; Experience with CRM software (Salesforce preferred) and cloud-based environments&middot; Familiarity with scheduling tools (e.g., Calendly)&middot; Strong organizational skills and attention to detail&middot; Ability to learn and adopt new technologies and systems&middot; Experience in financial services is a plusWhy Morton Brown &middot; Direct access to firm leadership and mentorship&middot; A culture that values collaboration, accountability, and growth&middot; Opportunity to contribute to a team-oriented, high-performing environment&middot; Competitive benefits including 401(k) with profit sharing, health coverage, and earned sabbatical&middot; The opportunity to play a meaningful role in the day-to-day client and team experienceWhy the Lehigh Valley? The Lehigh Valley is a vibrant community that offers a unique blend of rural, suburban, and urban living opportunities. It has become a growing hub for business, healthcare, education, and the arts, while maintaining a welcoming and connected feel. Centrally located between New York City and Philadelphia, the region provides easy access to both major cities. With its rich culture, abundant outdoor recreation, and strong tradition of community involvement, the Lehigh Valley is a place where professionals and families can thrive.Morton Brown Family Wealth is an Equal Opportunity EmployerPay: $45,000.00 - $60,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul>Work Location: In person

Client Experience Associate

Davey Tree

<div>Client Experience Coordinator | Wheeling, IL
Company: The Davey Tree Expert Company
 
Locations: Wheeling, IL
 
Additional Locations: NA 
Work Site: On Site
 
Req ID: 223189<div><div><div><h2 class="jobSectionHeader">
Position Overview</h2></div><div>
We are currently looking to add a dynamic Client Experience Coordinator to our passionate team of tree care professionals. This is a full-time, in-office position with a Monday through Friday schedule. The ideal candidate will be highly organized, comfortable managing a high volume of phone-based communication and experienced in administrative functions in a fast-paced environment.</div></div><div><div><h2 class="jobSectionHeader">
Job Duties</h2></div><div><div>
What You&rsquo;ll Do: 
<ul><li>Be the first point of contact and triage the needs of the clients and the office</li><li>Field current and prospective client calls</li><li>Process employee timesheets and assist with payroll data entry</li><li>Maintain various databases and spreadsheets</li><li>Order and maintain office supplies</li><li>Invoice, manage accounts receivable, and maintain files</li><li>Schedule appointments for the sales team</li><li>Notify clients of scheduled applications and filing of necessary paperwork</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Qualifications</h2></div><div><div>
Skills We&rsquo;re Seeking: 
<ul><li>Minimum two years of experience in office processes and administration</li><li>Excellent phone etiquette and communication skills</li><li>Proficient in Microsoft Outlook, Word, and Excel</li><li>Prior administrative, customer service, or call center experience</li><li>Familiarity with CRM and SAP systems</li><li>Ability to meet deadlines with attention to detail and accuracy</li><li>Strong organizational skills and ability to multi-task effectively</li><li>Minumum typing speed of 50 WPM</li></ul></div></div></div><div><div><h2 class="jobSectionHeader">
Additional Information</h2></div><div><div>
What We Offer: * 
<ul><li>Paid time off and paid holidays</li><li>Opportunities for advancement</li><li>All job-specific equipment and safety gear provided</li><li>401(k) retirement savings plan with a company match</li><li>Employee-owned company &amp; discounted stock purchase options</li><li>Group Health Plan</li><li>Employee referral bonus program</li><li>Locations throughout US in major cities and desirable areas</li><li>Career Development Program supported by Industry Expert Safety Specialists &amp; Skills Trainers</li><li>Scholarship Program for Children of Employees</li><li>Charitable matching gift program</li></ul></div>
Starting pay rate: $20-$24 per hour<ul><li>All listed benefits available to eligible employees</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Company Overview</h2></div></div><div></div><div><div><h2 class="jobSectionHeader">
Divisional Overview</h2></div></div></div><div></div>
The Davey Tree Expert Company is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected class, including race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national or ethnic origin, marital or familial status, disability, status as a protected veteran, status as an Aboriginal or Indigenous person, or other classification protected by law.
The Davey Tree Expert Company provides research-driven tree services, grounds maintenance and environmental consulting for residential, utility, commercial and environmental partners in the U.S. and Canada. We care about our clients, each other and the world around us. We offer the resources, size and stability of a big company while maintaining the culture, entrepreneurial spirit and feel of a small one. We invest in our employees by offering industry-leading training, technology and benefits that lead to a rewarding and safe work experience at all levels. Wherever you want to grow your career, there&rsquo;s a place for you at Davey. To learn more, visit Davey.com.
Accommodations: If requested by employee or otherwise as required by law, reasonable accommodations will be made to enable employees with disabilities to perform essential job functions.
If you need assistance at any time, please contact us at 1-877-411-7601 or at Recruiting@davey.com.
Employment Type: Permanent 
Job Type: Full Time 
Travel Expectations: None</div>

Client Experience Coordinator | Wheeling, IL

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