client manager

Allied Universal

<div><p>Regional Client Manager</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Allied Universal&reg; is hiring a Enterprise Account Client Manager. The Enterprise Account Client Manager (EACM) is responsible for the day-to-day operational management of an assigned client portfolio within Enterprise Accounts.</p><p><br>
</p><p><b>RESPONSIBILITIES:</b>
</p><ul><li>Act as the primary client contact for the assigned Enterprise Account. Responsible for regular face-to-face client interaction and proactive resolution of any operational issues at assigned client base; maintain ongoing and proactive client contact, including site visits, meeting attendance, timely response and follow-up, phone calls, lunches, and other special events</li>
<li>Utilizing enterprise, branch, and corporate resources, define, address, and resolve all client issues, including personnel or staffing concerns or requests, service issues or requests, execution of company programs, officer performance issues, or other service-related items</li>
<li>Ensure all post requirements are current and complete at assigned portfolio, including current post orders, training and licensing compliance, staff training, vehicle policy compliance, uniform and appearance standards being met, and other staff and client relations policies being administered according to company standards</li>
<li>Ensure staff at assigned portfolio accounts meets all client and company standards, that policies regarding coaching and discipline are followed consistently, employee complaints are promptly reported, investigated, and resolved, and compliance with all employee relations policies is followed consistently</li>
<li>Assist the Enterprise Account Portfolio Manager and Vice President of Enterprise Accounts, Ops in coaching, developing, and training site staff to meet branch needs. Includes oversight in company policy execution by branch staff, assistance in completing projects as directed by portfolio leadership</li>
<li>Directly responsible, with the Enterprise Account Portfolio Manager and Vice President of Enterprise Accounts, Ops for new account startups and transitions, ensuring staffing levels are met, training and uniform issues are addressed, and physically participating in startup activities to ensure a smooth transition</li>
<li>Attend and actively participate in management meetings within region and at corporate</li>
<li>Observe operations and make suggestions for improved efficiency as appropriate, including providing ideas and plans for growth and improvements within the assigned portfolio, branch, or companywide</li>
<li>Frequent travel to sites within territory, depending on the needs of the business, up to 70% of the time to manage site operations and personnel inspections</li>
<li>Maintain compliance with client requirements</li>
<li>Review background submissions and submit applicants for badging</li>
<li>Ensure all required client training is being completed</li>
<li>Maintain site-specific post orders/read files</li>
<li>Review scheduling activity report (SAR) weekly to avoid invoicing errors</li>
<li>Manage Remote CCTV Audit and client guard tour systems</li>
<li>Facilitate service issue action plans as needed</li></ul><p><b>
QUALIFICATIONS:</b>
</p><ul><li>High school diploma or equivalent, or a minimum of five (5) years of work history in any field</li>
<li>A minimum of three (3) years of security management experience</li>
<li>Demonstrated ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines</li>
<li>Highly proficient and fully functional in all Microsoft Office applications and able to effectively utilize all available office management technology</li>
<li>Professional, articulate, and able to use good independent judgment and discretion</li>
<li>Proven ability to maintain correspondence, discussions, and materials in strictest confidence</li>
<li>Professional, articulate, and able to use good independent judgment and discretion</li>
<li>Outstanding oral and written communication skills</li>
<li>Ability to successfully interact at all levels of the organization, including with clients</li></ul><p><b>
PREFERRED QUALIFICATIONS:</b>
</p><ul><li>Bachelor's Degree in Criminal Justice, Business, or another related field</li>
<li>Prior experience in law enforcement and/or military</li></ul><p><b>
COMPESNATION &amp; BENEFITS:
</b></p><ul><li>Pay rate: $66,560 per year</li>
<li>Medical, dental, vision, basic life, AD&amp;D</li>
<li>Eligibility for our retirement plans</li>
<li>Eight paid holidays annually, five sick days, and four personal day</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul><p><b>
#LI-26</b>
</p><h2 class="jobSectionHeader"><b>Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1550295</div>

Regional Client Manager

<div><p>Security Client Manager</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Allied Universal&reg; is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.</p><p><br>
</p><p><b>RESPONSIBILITIES:</b></p><br>
<p></p><p><b>Caring Leadership, Client Engagement, and Operational Oversight:</b>
</p><ul><li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li></ul><p>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.</p><p><br>
</p><p><b>QUALIFICATIONS (MUST HAVE):</b>
</p><ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li></ul></li><li>
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li></ul><p><b>
PREFERRED QUALIFICATIONS (NICE TO HAVE):</b>
</p><ul><li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li></ul><p><b>
BENEFITS:</b>
</p><ul><li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
<li>Pay$72,000.00 yearly</li></ul><h2 class="jobSectionHeader"><b>
Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1550275</div>

Security Client Manager

NTT DATA

<div><p><b>Make an impact with NTT DATA</b><br>
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion &ndash; it&rsquo;s a place where you can grow, belong and thrive.</p><p></p><div><b>
Your day at NTT DATA</b><br>
As a Senior Client Manager at NTT DATA, you will be instrumental in managing and growing relationships with our clients. Your main focus will be to drive land, expansion, and renewals across all our solutions within your assigned accounts. You will take full ownership of these accounts, ensuring client satisfaction throughout their entire lifecycle. This role is not just about sales; it is about building lasting connections and identifying how our services can add real value to their business.<br>
<br>
You will work closely with various stakeholders, including vendors and partners, to achieve the results we aim for. Using our company's sales tools and methodologies, you will effectively manage accounts, opportunities, pipelines, and forecasts. As the main point of contact for your clients, you will ensure open and effective communication channels are developed and maintained, providing a reliable touchpoint that fosters strong business relationships.<br>
<br>
Your role goes beyond just meeting quotas. You will identify current needs, articulate how we can meet those needs through our solutions, and drive demand. By encouraging clients to explore additional services, you will play a key role in nurturing revenue growth. You will also engage in developing governance and compliance policies to manage risk and ensure financial governance and compliance within your area of specialization.</div><div><br>
<b>
To thrive in this role, you need to have:</b><ul><li>
Advanced experience in global partner management, sales environments, and customer service.</li><li>
Experience in the IT or professional services industry, focusing on business development and/or sales.</li><li>
Strong business acumen in sales, focusing on planning and leveraging tools and DATA.</li><li>
Knowledge of the company's offerings, client applications, use cases, and market trends.</li><li>
Ability to link our high-value services to specific client needs and outcomes.</li><li>
Experience in identifying and advancing opportunities at assigned prospects and clients, and accountability for coordinating internal and external resources to close sales opportunities.</li><li>
Excellent client engagement and management skills, aimed at improving client relationships and driving sales growth.</li><li>
Prior experience with the Salesforce.com contact platform.</li><li>
A bachelor&rsquo;s degree or equivalent in business or a sales-related field.</li></ul></div><p></p><p><b>
Workplace type</b><b>:
</b></p>On-site Working<p></p><p><b>
About NTT DATA</b><br>
NTT DATA is a $30+ billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world&rsquo;s leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is part of NTT Group, which invests over $3 billion each year in R&amp;D.</p><p></p><p><b>
Equal Opportunity Employer</b><br>
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today.</p><p></p><p><b>
Third parties fraudulently posing as NTT DATA recruiters</b></p><p>
NTT DATA recruiters will never ask job seekers or candidates for payment or banking information during the recruitment process, for any reason. Please remain vigilant of third parties who may attempt to impersonate NTT DATA recruiters&mdash;whether in writing or by phone&mdash;in order to deceptively obtain personal data or money from you. All email communications from an NTT DATA recruiter will come from an <b>@nttdata.com</b> email address. If you suspect any fraudulent activity, please <i>contact us</i>.</p></div>

Senior Client Manager

<div><p>Client Manager - Security Services</p><h2 class="jobSectionHeader"><b>
Overview</b></h2><p>
Company Overview:
</p><p>Allied Universal&reg;, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.</p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><p>
Allied Universal&reg; is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.</p><p><br>
</p><p><b>Salary Details: $72,100.00 /yr</b></p><br>
<p></p><p><b>RESPONSIBILITIES:</b></p><br>
<p></p><p><b>Caring Leadership, Client Engagement, and Operational Oversight:</b>
</p><ul><li>Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio</li>
<li>Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability</li>
<li>Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets</li>
<li>Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction</li>
<li>Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements</li>
<li>Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries</li></ul><p>
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.</p><p><br>
</p><p><b>QUALIFICATIONS (MUST HAVE):</b>
</p><ul><li>Must possess one or more of the following:</li><li><ul><li>
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization</li>
<li>High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization</li></ul></li><li>
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)</li>
<li>Minimum of two (2) years of experience driving operational goals</li>
<li>Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results</li>
<li>Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction</li>
<li>Proficiency in web-based applications and computer systems, including Microsoft Office</li>
<li>Knowledge of safety protocols and service deliverables</li>
<li>Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting</li>
<li>Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently</li>
<li>Excellent oral and written communication skills</li></ul><p><b>
PREFERRED QUALIFICATIONS (NICE TO HAVE):</b>
</p><ul><li>Law enforcement, military and/or contract or proprietary security services experience</li>
<li>Experience managing a dispersed workforce in a multi-location operation</li>
<li>Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations</li></ul><p><b>
BENEFITS:</b>
</p><ul><li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li></ul><h2 class="jobSectionHeader"><b>
Closing</b></h2><p>
Allied Universal&reg; is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com
</p><p>If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: www.aus.com/offices.</p><h2 class="jobSectionHeader"><b>
Requisition ID</b></h2><br>
2026-1550372</div>

Client Manager - Security Services

Guardian Life

<div></div><div><div>Client Manager, Premier</div><div></div><div>
Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine? Are you a team player who is adept at collaborating across internal teams? Is a culture where &ldquo;People Count,&rdquo; &ldquo;We Do the Right Thing,&rdquo; and &ldquo;We Hold Ourselves to Very High Standards&rdquo; important to you? If so, Guardian is seeking a Client Manager who will be the main contact for client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience.</div><div></div><div>
You will</div><div></div><ul><li>
Assume overall responsibility for management of clients (100-1999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.</li><li>
Build strong relationships with clients and brokers/consultants.</li><li>
Work closely with the respective sales team on account management strategies and positions.</li><li>
Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs</li><li>
Balance the needs of the client with those of the business.</li><li>
Achieve yearly financial growth goals.</li></ul><div></div><div>
You have</div><div></div><ul><li>
BA or BS degree preferred or equivalent work experience.</li><li>
Minimum of 3 years experience in account management, sales. Group insurance experience a plus</li><li>
Strong customer service acumen.</li><li>
Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.</li><li>
Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.</li><li>
Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Tableau, Salesforce.</li><li>
Ability to flex environments, operating &amp; building rapport effectively both in virtual and live environments</li></ul><ul><li>
Ability to adapt to changes in a fast paced and dynamic environment.</li><li>
Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes.</li><li>
Consultative Selling Skills, negotiation skills, and the ability to influence and persuade.</li><li>
Virtual communication, presentation, consultative selling, and relationship building skills.</li><li>
Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation.</li><li>
Ability to collaborate across internal teams including collaborative selling.</li><li>
Strategic and critical thinking and basic math skills.</li><li>
Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base.</li><li>
Ability to exercise sound judgment and deal with conflict.</li><li>
Ability to exude confidence and demonstrate optimism and positive attitude.</li><li>
Advanced organizational and time management skills.</li><li>
Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.</li></ul><div></div><div>
Location</div><ul><li>
Houston or Dallas/Fort Worth, TX</li><li>
Up to 25% travel within U.S.</li></ul><div></div><div>
Salary Range:</div><div></div>
$53,490.00 - $87,870.00<div></div><div>
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.</div><div></div><div>
Our Promise</div><div></div><div>
At Guardian, you&rsquo;ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.</div><div></div><div>
Inspire Well-Being</div><div></div><div>
As part of Guardian&rsquo;s Purpose &ndash; to inspire well-being &ndash; we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at <div>www.guardianlife.com/careers/corporate/benefits</div>. <i>Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.</i></div><div></div><div>
Equal Employment Opportunity</div><div></div><div>
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.</div><div></div><div>
Accommodations</div><div></div><div>
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MyHR@glic.com. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.</div><div></div><div>
Visa Sponsorship</div><div></div><div>
Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.</div><div></div><div>
Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.</div></div>

Client Manager, Premier Market - Houston, TX

GeBBS

<div>Description:<p><br>
</p><p>GeBBS Healthcare Solutions is seeking a <b>Client Relationship Manager (CRM)</b> to support and strengthen partnerships with our healthcare clients. This role is responsible for maintaining strong client relationships, ensuring operational alignment, and supporting the successful delivery of revenue cycle management (RCM) services.</p><p>
The Client Relationship Manager will serve as a key liaison between clients and internal teams, helping to ensure service quality, address operational needs, and identify opportunities to enhance client satisfaction and performance.</p><p>
This role requires strong knowledge of the healthcare revenue cycle market and the ability to collaborate across operations, sales, and leadership teams to support client success.</p><p><b>
Key Responsibilities</b></p><p><b>
Client Relationship Management</b></p><ul><li>
Serve as a primary point of contact for assigned healthcare clients.</li><li>
Maintain strong relationships with client stakeholders to ensure satisfaction and long-term partnership.</li><li>
Conduct regular client meetings to review performance, KPIs, and service delivery.</li></ul><p><b>
Operational Collaboration</b></p><ul><li>
Partner with internal operations teams to ensure services are delivered effectively and according to client expectations.</li><li>
Help address operational challenges and coordinate solutions with delivery teams.</li><li>
Support communication between clients and internal departments including operations, sales, and leadership.</li></ul><p><b>
Performance &amp; Reporting</b></p><ul><li>
Monitor service performance metrics and client KPIs.</li><li>
Prepare and present client reports, performance updates, and operational insights.</li><li>
Identify opportunities to improve service quality and client outcomes.</li></ul><p><b>
Business Growth Support</b></p><ul><li>
Identify opportunities for service expansion within existing client accounts.</li><li>
Support sales and leadership teams in renewal discussions and account growth opportunities.</li></ul>
Requirements:<br>
<p></p><ul><li>
Minimum <b>3 years of experience in healthcare revenue cycle management (RCM)</b> or healthcare services.</li><li>
Strong knowledge of the <b>U.S. healthcare revenue cycle market</b>, including billing, coding, claims management, or AR operations.</li><li>
Experience working directly with healthcare clients or provider organizations.</li><li>
Excellent communication, relationship management, and problem-solving skills.</li><li>
Ability to coordinate across multiple internal teams in a fast-paced environment.</li></ul><p><b>
Preferred Qualifications</b></p><ul><li>
Experience working within an <b>RCM outsourcing, healthcare BPO, or consulting organization</b>.</li><li>
Familiarity with healthcare performance metrics and operational reporting.</li><li>
Bachelor&rsquo;s degree in healthcare administration, business, or a related field.</li></ul></div>

Client Relationships Manager

CFO Leverage

<p><b>Client Relationship Manager</b></p><p>Full-Time | Remote | Serving Nonprofit Organizations</p><p><b>About CFO Leverage</b></p><p>CFO Leverage is a fractional CFO and bookkeeping firm exclusively serving nonprofit organizations. We partner with nonprofits to provide the financial leadership they need to fulfill their missions &mdash; without the cost of a full-time CFO. Our team is passionate, responsive, and deeply committed to the clients we serve.</p><p><b>Position Overview</b></p><p>We are looking for an energetic, organized, and people-focused Client Relationship Manager (CRM) to serve as the connective tissue between our nonprofit clients and our internal accounting services team. This is not a CFO role &mdash; you don't need to be a financial expert. You do need to be someone who thrives on communication, stays on top of details, and genuinely enjoys building relationships.</p><p>The ideal candidate is the kind of person who never lets an email fall through the cracks, shows up to every meeting prepared, and makes clients feel heard and well taken care of.</p><p><b>Key Responsibilities</b></p><p><b>Client Communication &amp; Relationship Management</b></p><ul><li>Serve as the primary point of contact between nonprofit clients and our accounting services team</li></ul><ul><li>Respond promptly to client emails and inquiries &mdash; responsiveness is a core expectation of this role</li></ul><ul><li>Build strong, trust-based relationships with client contacts through consistent, professional communication</li></ul><p><b>Meeting Coordination &amp; Follow-Through</b></p><ul><li>Schedule and facilitate monthly check-in meetings between clients and our internal team via Zoom</li></ul><ul><li>Take detailed meeting notes and distribute action items following each call</li></ul><ul><li>Track open items and follow up to ensure nothing falls through the cracks</li></ul><p><b>Internal Coordination</b></p><ul><li>Coordinate between clients and our fractional CFOs and bookkeepers to ensure smooth service delivery</li></ul><ul><li>Flag issues, questions, or client concerns to the appropriate internal team member in a timely manner</li></ul><ul><li>Help keep client information and communication organized and up to date</li></ul><p><b>Systems &amp; Tools</b></p><ul><li>Assist clients in setting up and navigating our firm management and accounting software platforms (training provided)</li></ul><ul><li>Use Excel to manage and organize client data, tracking lists, and basic reporting as needed</li></ul><ul><li>Schedule and manage Zoom meetings and maintain organized calendar coordination</li></ul><p><b>Administrative Support</b></p><ul><li>Handle miscellaneous administrative tasks that support the client experience and internal operations</li></ul><ul><li>Help develop and improve client onboarding and communication processes over time</li></ul><p><b>What We're Looking For</b></p><ul><li>Exceptionally responsive &mdash; you reply to emails quickly and follow through on commitments</li></ul><ul><li>Highly organized with strong attention to detail</li></ul><ul><li>Energetic, positive attitude &mdash; you bring good energy to every client interaction</li></ul><ul><li>Comfortable using Zoom for scheduling and hosting virtual meetings</li></ul><ul><li>Proficient in Microsoft Excel (basic to intermediate)</li></ul><ul><li>Basic familiarity with nonprofit organizations or financial services is a plus &mdash; but not required</li></ul><ul><li>Excellent written and verbal communication skills</li></ul><ul><li>Self-starter who can manage their own workload with minimal oversight</li></ul><p><b>What You Don't Need to Be</b></p><p>You do not need to be a CPA, CFO, or financial expert. This role is about relationships, communication, and coordination &mdash; not financial analysis. We will train you on the systems and software we use.</p><p><b>Why CFO Leverage</b></p><ul><li>Work with a mission-driven team serving nonprofits that are making a real impact in their communities</li></ul><ul><li>Remote-first, flexible environment</li></ul><ul><li>Collaborative culture with a tight-knit, supportive team</li></ul><ul><li>Opportunity to grow within a fast-growing firm</li></ul><p><b>Compensation &amp; Benefits</b></p><p>Starting salary: $65,000/year</p><p>Benefits discussed during the interview process.</p><p>Job Type: Full-time</p><p>Pay: From $65,000.00 per year</p><p>Work Location: Remote</p>

Client Relationship Manager

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