client manager

Atlantis BPO Solutions Private Limited

Job Title: Client Relationship Manager (CRM) Company: Atlantis Tech Location: Islamabad, Pakistan (Onsite) Job Type: Full-Time | Night Shift (US Hours) | 6:00 PM &ndash; 3:00 AMAbout the Role:Atlantis Tech is looking for a dynamic Client Relationship Manager who can confidently manage client communication while understanding Sales and Complete Revenue Cycle Management (RCM). This role is ideal for someone who can build strong relationships, manage client expectations, identify growth opportunities, and coordinate with operational teams to deliver exceptional service.Key Responsibilities:<ul><li>Manage and maintain relationships with US-based healthcare clients</li><li>Lead client calls, meetings, follow-ups, and account management</li><li>Support RCM workflows, billing operations, and VMA coordination</li><li>Identify upselling and business growth opportunities</li><li>Resolve client concerns and ensure timely execution</li><li>Track KPIs, performance reports, and client satisfaction</li><li>Coordinate with internal teams for smooth service delivery</li></ul>Requirements:<ul><li>Experience in Client Relationship Management</li><li>Knowledge of Sales and business development principles</li><li>Understanding of Revenue Cycle Management (RCM)</li><li>Excellent English communication and presentation skills</li><li>Strong problem-solving and stakeholder management abilities</li><li>Ability to multitask in a fast-paced environment</li><li>Female candidates will be preferred</li><li>Fresh candidates with excellent communication skills may also apply</li></ul>How to Apply:Email your updated CV to: careers@atlantis.tech with a Subject Line: Client Relationship Manager (CRM) or directly apply via indeed.Work Location: In person

Client Relationship Manager

MEETING MATTERS CLINIC

About Meeting Matters ClinicMeeting Matters is Islamabad's premier mental health clinic, providing professional counseling and therapy services. We are committed to making mental health care accessible, compassionate, and effective for our community. As we continue to grow, we're looking for a dedicated Client Relationship Manager to be the first point of contact for our clients.The OpportunityThis is a Shift based Hybrid (Face to Face and Online) Job. We're hiring a Client Relationship Manager (CRM) Psychologist BASED IN ISLAMABAD to manage client communications, bookings, and ensure an exceptional client experience from first inquiry to ongoing therapy. This is a client-facing role that combines customer service excellence, administrative efficiency, and genuine care for people's wellbeing.If you're empathetic, organized, and passionate about mental health, this role offers meaningful work where you directly impact people's healing journeys.What You'll DoClient Communication &amp; Engagement:<ul><li>Respond to client inquiries via WhatsApp, phone calls, email, and social media</li><li>Provide warm, professional first contact for people seeking therapy</li><li>Explain our services, therapist specializations, and session fees</li><li>Answer questions about therapy process, confidentiality, and what to expect</li><li>Follow up with potential clients who haven't booked yet</li><li>Check in with clients after their first session to encourage continuity</li></ul>Scheduling &amp; Booking Management:<ul><li>Manage therapist availability calendars and schedule client sessions</li><li>Coordinate bookings across multiple therapists and time slots</li><li>Send session confirmations and reminders to clients</li><li>Handle session rescheduling and cancellations</li><li>Optimize scheduling to maximize therapist occupancy</li><li>Manage weekend and evening booking requests</li></ul>Client Matching &amp; Coordination:<ul><li>Match clients with appropriate therapists based on their needs and concerns</li><li>Understand each therapist's specializations (anxiety, depression, trauma, couples, etc.)</li><li>Consider client preferences for gender, language, and therapy approach</li><li>Coordinate with therapists on their availability and schedule changes</li><li>Facilitate smooth handoffs between CRM team members</li></ul>Payment Processing &amp; Follow-up:<ul><li>Send payment information and bank details to clients</li><li>Track and follow up on outstanding payments professionally</li><li>Confirm receipt of session payments</li><li>Maintain accurate payment records in the system</li><li>Handle billing inquiries and resolve payment issues</li></ul>Administrative Tasks:<ul><li>Maintain organized client records and booking database</li><li>Send intake forms (RISB) to new clients before first session</li><li>Update client information and session history</li><li>Prepare daily/weekly reports on bookings and inquiries</li><li>Maintain filing system for client documentation</li><li>Support overall clinic administrative needs</li></ul>Quality Client Experience:<ul><li>Ensure every client feels heard, valued, and supported</li><li>Handle sensitive situations with empathy and professionalism</li><li>Address client concerns or complaints promptly and effectively</li><li>Maintain confidentiality and respect client privacy at all times</li><li>Create a welcoming, non-judgmental atmosphere</li><li>Represent the clinic's values in every interaction</li></ul>What We're Looking ForRequired Qualifications:<ul><li>Masters Degree or MS / MPhil in Psychology</li><li>1-2 years of experience in customer service, client relations, or administrative role</li><li>Excellent communication skills in English and Urdu (both written and spoken)</li><li>Strong phone and WhatsApp communication abilities</li><li>Highly organized with strong attention to detail</li><li>Ability to multitask and manage multiple priorities</li><li>Professional, empathetic, and patient demeanor</li></ul>Preferred Qualifications:<ul><li>Previous experience in healthcare, counseling center, or wellness industry</li><li>Familiarity with mental health terminology and therapy processes</li><li>Experience with CRM systems or booking management software</li><li>Social media management skills</li><li>Psychology or social sciences background</li><li>Experience handling sensitive or confidential information</li></ul>Essential Personal Qualities:✓ Empathetic and genuinely care about people's wellbeing✓ Non-judgmental attitude toward mental health issues✓ Patient and calm under pressure✓ Excellent listening skills✓ Warm, friendly, and approachable personality✓ Professional boundaries and emotional maturity✓ Reliable, punctual, and responsible✓ Quick learner who adapts easily✓ Problem-solver with positive attitude✓ Team player who collaborates wellWhat We OfferCompensation &amp; Benefits:<ul><li>Competitive salary: PKR 40,000 - 50,000 per month (based on experience)</li><li>Annual increments based on performance</li><li>Performance-based bonuses</li><li>Probation period: 3 months with evaluation</li></ul>Work Environment:<ul><li>Supportive, mission-driven team culture</li><li>Direct impact on people's mental health journeys</li><li>Professional development and training opportunities</li><li>Learn about mental health and therapy from experienced therapists</li><li>Respectful, collaborative workplace</li></ul>Work ScheduleFull-time positionWorking hours and days will be discussed and finalized during the interview based on clinic needs and candidate availability.Potential schedules may include:<ul><li>Morning shifts, evening shifts, or split shifts</li><li>6-7 days per week with rotating offs</li><li>May include weekend availability</li></ul>Exact timings to be confirmed upon hiring.Key Success MetricsYour performance will be measured by:<ul><li>Response time to client inquiries (target: under 5 minutes)</li><li>Inquiry-to-booking conversion rate (target: 60%+)</li><li>Client satisfaction scores (target: 4.5/5+)</li><li>Session attendance rate (minimize no-shows)</li><li>Accuracy of scheduling and record-keeping</li><li>Payment collection efficiency</li><li>Professional communication quality</li></ul>Pay: Rs40,000.00 - Rs50,000.00 per monthWork Location: In person

Client Relationship Manager (CRM)

United Surgical Partners

<div>Position Overview: Reporting to the Director of Client Operations, the Client Operations Manager is responsible for ensuring best practice and optimal revenue cycle results for assigned CBO clients, with direct oversight of 8-12 clients. The Client Operations Manager is accountable to client and employee satisfaction, KPI and other client performance results and collaborating internally and externally to drive revenue cycle and reimbursement initiatives. This role develops an environment and culture that embraces continuous improvement and innovation to ensure best practices are achieved in all areas of the revenue cycle. They will lead a team of A/R Specialists to ensure maximized collectability of services performed. Ensuring that internal policies and practices support the operational quality, efficiency, and compliance of all standard practices. They will coordinate with other cross functional areas that impact or support RCM to ensure appropriate collaboration and system wide efficiency of operations while providing oversight and employee development for direct reports. 


Responsibilities:
<ul>
<li>Manages a team of 6-10 employees who complete the accounts receivable functions resulting in revenue generation.</li>
<li>Continuously evaluates and is expected to be actively involved in ensuring all revenue cycle operations are well-managed, delivering excellence in quality standards, consistently meeting the organizations and client expectations.</li>
<li>Facilitates the identification of issues and solutions by team members related to delays in achieving payment resolution.</li>
<li>Monitors collection processes to determine cash flow improvement opportunities.</li>
<li>Manages the aging of accounts receivable by trending and analyzing the A/R, and thorough communication with payers.</li>
<li>Manage the implementation of key strategies; fostering an environment of accountability to create a high performing team.</li>
<li>Successfully communicates trends, issues, resolutions as well as proactively communicates opportunities to clients.</li>
<li>Must become expert on respective clients, regional payer trends and overall client specifics.</li>
<li>Maintains thorough understanding of health insurance and government programs, when necessary.</li>
<li>Assist assigned staff in establishing daily/weekly workflows to accomplish KPIs.</li>
<li>Manage assignments across entire team to meet employee productivity and collection efforts across all client facilities.</li>
<li>Provides analysis, reporting, and recommendations for revenue performance in key metrics including billing, collection, and posting, such as A/R aging&rsquo;s, volumes, and trends.</li>
<li>Conduct routine quality assurance reviews of work completed; initiate coaching measures as needed.</li>
<li>Evaluate the audit findings, creating and establishing baselines and expectations to measure improvements.</li>
<li>Leverage audit findings to identify training needs for system education, industry updates and changes in collections processes and protocols.</li>
<li>Provide training for newly hired and existing employees to generate consistent team output.</li></ul></div>

Client Operations Manager

Oregon Tilth

<div><h4 class="jobSectionHeader">SUMMARY</h4>

The Client Experience Manager is a manager-level role responsible for leading Oregon Tilth&rsquo;s client experience strategy across the organic certification lifecycle, from applicant transition and onboarding through renewal, retention, service recovery, and long-term client partnership. This position strengthens lifecycle continuity, client retention, service standards, CRM visibility, escalation pathways, and cross-functional coordination to ensure clients and applicants experience Oregon Tilth as clear, responsive, coordinated, and mission-aligned.

The Client Experience Manager supervises the Administrative and Transaction Services Assistant and provides oversight for frontline applicant support, inquiry intake, readiness support, CRM tracking, onboarding coordination, and certification handoffs. This role ensures the applicant and client experience functions operate as a connected lifecycle strategy that supports growth, retention, service quality, operational accountability, and Oregon Tilth&rsquo;s brand promise.

The Client Experience Manager serves as a cross-functional leader and internal partner to Certification, Inspection, Quality and Accreditation, Accounting, Information Technology, Education and Advocacy, and Communications and Marketing. This role uses CRM data, client feedback, dashboard insights, retention trends, complaint and concern patterns, and service indicators to identify friction points, strengthen handoffs, support service recovery, and recommend improvements across the certification journey.<h4 class="jobSectionHeader"> 

DUTIES AND RESPONSIBILITIES</h4>

The responsibilities of the Client Experience Manager include, but are not limited to, the following:
<ul><li>Serve as the functional lead for Oregon Tilth&rsquo;s client and applicant experience strategy, ensuring continuity, clarity, responsiveness, and service quality across the organic certification lifecycle.</li><li>Supervise and provide functional oversight to the Administrative and Transaction Services Assistant, including assigning work, setting priorities, providing coaching, supporting performance feedback, monitoring workload, and ensuring alignment with service standards and organizational goals.</li><li>Lead the connection between Applicant Experience and Client Experience to support a seamless journey from initial inquiry to applicant onboarding, certification handoff, renewal readiness, and long-term client partnership.</li><li>Oversee applicant inquiry intake, lead follow-up, applicant readiness support, onboarding coordination, CRM tracking, applicant documentation, and certification handoffs to ensure prospective clients receive timely, accurate, and mission-aligned support.</li><li>Monitor applicant pipeline activity, including new inquiries, warm leads, high-priority prospects, applicants in onboarding, applicants awaiting follow-up, partner referrals, strategic opportunities, and complex or sensitive applicant situations.</li><li>Lead weekly applicant and client pipeline reviews to assess active leads, applicant status, client concerns, CRM accuracy, escalation needs, handoff status, response times, and workload capacity.</li><li>Steward the organic certification lifecycle from applicant inquiry and onboarding through renewal, mid-cycle updates, service recovery, and long-term client engagement.</li><li>Lead client journey mapping and lifecycle review across key organic certification touchpoints, service milestones, renewal phases, communication moments, onboarding steps, and operational handoffs to identify and improve friction points.</li><li>Lead proactive client retention efforts by strengthening long-term engagement, renewal readiness, trust-building, client health visibility, and lifecycle continuity across organic certification services.</li><li>Identify early indicators of dissatisfaction, service disruption, surrender risk, applicant drop-off, onboarding delays, or lifecycle instability, and coordinate proactive interventions that strengthen client confidence and retention.</li><li>Develop, monitor, and maintain client health indicators, applicant pipeline indicators, retention risk signals, service flags, conversion trends, renewal readiness markers, and escalation thresholds to improve lifecycle visibility and response planning.</li><li>Stabilize high-risk client and applicant situations through structured escalation support, expectation setting, issue coordination, follow-up tracking, and cross-functional communication.</li><li>Lead or oversee a centralized complaint, concern, and service recovery intake process that strengthens accountability, issue tracking, response consistency, documentation, and resolution planning.</li><li>Steward client and applicant feedback loops, including post-service feedback, voice-of-client insights, applicant experience insights, and service trend observations to identify opportunities for workflow, communication, and service improvements.</li><li>Lead post-inspection survey review and analysis to identify recurring pain points, service strengths, dissatisfaction trends, communication gaps, and opportunities for operational improvement.</li><li>Oversee CRM stewardship, lifecycle status visibility, applicant and client segmentation, workflow monitoring, data quality practices, communication triggers, retention tracking, and applicant pipeline reporting.</li><li>Partner closely with the Data and Reporting Analyst to support dashboard development, applicant and client experience reporting, retention transparency, lifecycle metrics, lead funnel visibility, onboarding trends, and operational-service insights.</li><li>Monitor and interpret client and applicant experience metrics, including retention trends, renewal readiness, surrender-risk indicators, lead conversion, applicant pipeline movement, onboarding outcomes, complaint patterns, service-level issues, lifecycle delays, response trends, and other relevant measures to support data-informed improvement.</li><li>Connect client and applicant experience insights with organic certification operations data, including workflow bottlenecks, delays, timeline predictability, capacity impacts, handoff gaps, and service-level risks that affect applicants and clients.</li><li>Define, reinforce, and monitor service standards, fulfillment expectations, communication expectations, response-time practices, and consistency across applicant-facing and client-facing organic certification touchpoints.</li><li>Lead implementation and refinement of fulfillment and service-level processes, including lifecycle handoffs, role clarity, communication expectations, escalation pathways, workflow documentation, and cross-department accountability points.</li><li>Work closely with Certification, Inspection, Quality and Accreditation, Accounting, Information Technology, Communications and Marketing, and Education and Advocacy to improve coordination, communication, applicant readiness, client retention, and service continuity.</li><li>Ensure applicants and clients receive clear, timely, accurate, audience-centered communication that supports understanding, readiness, accountability, and trust throughout the organic certification process.</li><li>Support applicant education and readiness efforts in collaboration with internal teams by helping develop, refine, or reinforce guidance, resources, templates, FAQs, webinars, workshops, and communications that prepare applicants for successful onboarding and certification.</li><li>Maintain and improve applicant-facing and client-facing templates, guidance language, referral language, follow-up communications, certification pathway explanations, timeline expectations, and commonly used resources.</li><li>Support long-term client engagement initiatives, including anniversary recognition, relationship reinforcement, lifecycle communications, renewal support, client education touchpoints, and other trust-building or retention-focused efforts.</li><li>Document recurring applicant and client issues, escalation pathways, service guidance, lifecycle pain points, handoff expectations, CRM practices, internal reference materials, and knowledge-sharing resources that improve consistency and continuity across teams.</li><li>Use applicant and client experience data, feedback, service trends, operational observations, and CRM insights to recommend and help implement practical improvements that strengthen lead conversion, onboarding outcomes, client retention, service quality, responsiveness, and lifecycle coordination.</li><li>Strengthen Oregon Tilth&rsquo;s applicant-centered, client-centered, and data-informed culture by ensuring applicant and client experience insights are monitored, communicated clearly, and used to inform decision-making, planning, and process improvement.</li><li>Contribute expertise to trainings, workshops, applicant education efforts, service planning efforts, internal process reviews, cross-functional planning conversations, and occasional presentations as assigned.</li><li>Maintain strong working knowledge of relevant certification pathways, regulation compliance context, applicant support practices, client lifecycle service practices, internal workflows, CRM systems, and organizational resources in order to provide accurate and effective guidance.</li><li>Coordinate and manage multiple applicant and client experience priorities, follow-ups, escalations, projects, requests, reporting needs, and special assignments in a timely and organized manner.</li><li>Perform other related duties as assigned.</li></ul> 

<h4 class="jobSectionHeader">
WORKING CONDITIONS</h4>

This position primarily works indoors. This is a fully remote work position.<h4 class="jobSectionHeader"> 
</h4>
<h4 class="jobSectionHeader">PHYSICAL REQUIREMENTS</h4>

N/A 
<h4 class="jobSectionHeader">
TRAVEL</h4>

This position may require limited travel. 
<h4 class="jobSectionHeader">
AAP/EEO STATEMENT</h4>

Oregon Tilth provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, genetics or genetic information, marital status, protected veteran status, disability, political belief, expunged juvenile record, or any other characteristic protected by federal, state or local law. This job description in no way states or implies that these are the only duties to be performed by an employee occupying this position. Employees may be required to perform other related duties as assigned, to ensure workload coverage. Employees are required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. This job description does not constitute an employment agreement between the employer and the employee and is subject to change by the employer as organizational needs and requirements of the job change.<h4 class="jobSectionHeader"> 
QUALIFICATIONS AND EDUCATION REQUIREMENTS</h4>
<ul><li>Bachelor&rsquo;s degree in communications, business, public relations, agriculture, organizational leadership, customer experience, operations, nonprofit management, or a related field, or an equivalent combination of education and relevant professional experience.</li><li>Minimum of 7 years of progressively responsible professional experience in client experience, applicant experience, customer success, organic certification services, retention support, lifecycle coordination, CRM oversight, escalation management, regulated service environments, or a related field.</li><li>Minimum of 2 years of supervisory, team lead, functional leadership, project leadership, or staff coaching experience, preferably in a client-facing, applicant-facing, operations, certification, or service-focused environment.</li><li>Demonstrated experience leading or supporting client retention, applicant onboarding, lifecycle continuity, relationship management, service issue resolution, service recovery, and cross-functional coordination.</li><li>Demonstrated experience supporting or improving applicant pipelines, lead follow-up, applicant readiness, onboarding coordination, CRM tracking, certification handoffs, or customer/client journey processes.</li><li>Strong experience with CRM systems, client and applicant tracking, lifecycle visibility, workflow monitoring, data quality practices, pipeline reporting, and service-related reporting.</li><li>Experience using dashboards, reports, survey feedback, service indicators, applicant pipeline metrics, client health indicators, or client experience metrics to identify trends, evaluate performance, and support continuous improvement.</li><li>Strong client-facing and applicant-facing communication skills, including collaborative communication, expectation setting, issue resolution, de-escalation, follow-up, and the ability to explain complex processes clearly and effectively.</li><li>Strong project coordination, organizational, and time management skills, with the ability to manage multiple priorities, deadlines, follow-up needs, escalations, and cross-functional projects.</li><li>Strong analytical, problem-solving, and detail-oriented skills, with the ability to identify trends, assess service gaps, and recommend practical improvements.</li><li>Ability to work collaboratively across departments and with a wide range of internal and external stakeholders, including Certification, Inspection, Quality and Accreditation, Accounting, Information Technology, Communications and Marketing, Education and Advocacy, applicants, clients, and partners.</li><li>Ability to identify workflow inefficiencies, service gaps, communication breakdowns, lifecycle risks, applicant drop-off points, retention concerns, and capacity issues, and recommend improvements that strengthen the applicant and client experience.</li><li>Strong written and verbal communication skills, including the ability to prepare clear internal updates, recommendations, service guidance, process documentation, applicant-facing communications, and client-facing communications.</li><li>Ability to provide guidance, coaching, prioritization, and accountability support for staff or functional work areas within the applicant and client experience function.</li><li>Ability to work independently while contributing as a collaborative team member and functional leader in a dynamic, mission-driven environment.</li><li>Demonstrated commitment to inclusive, equitable, responsive, and high-quality service practices.</li></ul><ul><li> 
</li></ul><h4 class="jobSectionHeader">PREFERRED SKILLS/EDUCATION/EXPERIENCE
</h4><ul><li>Master's degree in business, customer experience, communications, organizational leadership, agriculture, public administration, operations, or a related field</li><li>Experience working in organic certification, regulated service environments, agriculture, food systems, nonprofit organizations, or mission-driven service settings</li><li>Experience with Salesforce, eCert, client lifecycle dashboards, retention reporting, or service performance metrics</li><li>Experience supporting complaint intake, escalation processes, client feedback systems, or service recovery practices</li><li>Experience with post-inspection surveys, satisfaction analysis, voice-of-client programs, or client experience intelligence efforts</li><li>Experience with fulfillment process improvement, service standards, workflow review, or lifecycle handoff coordination</li><li>Familiarity with USDA NOP compliance context, organic certification pathways, or public trust issues related to certification services</li><li>Experience collaborating across client-facing, organic certification, communications, data/reporting, and operations functions</li><li>Demonstrated commitment to inclusive, equitable, and high-quality service practices</li></ul></div>

Client Experience Manager

Zones IT Solutions

<div>
 
 Description
 
 
 
 Company Overview:
 
 
 When it comes to IT solution providers, there are a lot of choices. But when it comes to providers with innovative and differentiating end-to-end service offerings, there&rsquo;s really only one: Zones &ndash; First Choice for IT.TM
 
 
 Zones is a Global Solution Provider of end-to-end IT solutions with an unmatched supply chain. Positioned to be the IT partner you need, Zones, a Minority Business Enterprise (MBE) in business for over 35 years, specializes in Digital Workplace, Cloud &amp; Data Center, Networking, Security, and Managed/Professional/Staffing services. Operating in more than 120 countries, leveraging a robust portfolio, and utilizing the highest certification levels from key partners, including Microsoft, Apple, Cisco, Lenovo, Adobe, and more, Zones has mastered the science of building digital infrastructures that change the way business does business ensuring whatever they need, they can Consider IT Done. Follow Zones, LLC on Twitter @Zones, and LinkedIn and Facebook.
 
 
 
 Position Overview
 
 
 
 For all supported accounts, Client Success places themselves on the front lines with customers and functions in the following areas mainly to manage customer expectations, Zones resource coordination, order management, inventory/logistics management, relationship development, addressing day to day challenges, manages product delivery expectations, returns management, responding to RFQs, Bid &amp; solution creation with competitive pricing by engaging subject matter experts, customized reporting, pricing program maintenance, case management and account mailbox management.
 
 
 What you&rsquo;ll do as the Client Success Manager 1:
 
 
 Employees employed in the role of Client Success Manager shall be required to apply their independent mind and demonstrate intellectual abilities in their decision-making.
 
 
 The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not intended to be a comprehensive list of the duties and responsibilities of the position, and the duties and responsibilities may change without notice.
 
 
 <ul>
 <li>
 Order Fulfillment &ndash; Process orders and quotes in a timely and accurate manner
 </li>
 <li>
 Create quotes and orders flawlessly.
 </li>
 <li>
 Meet or exceed customer/contract SLAs on Quote delivery
 </li>
 <li>
 Meet or exceed customer/contract SLAs on Order placement
 </li>
 <li>
 Continuously monitor open orders and expedite where needed
 </li>
 <li>
 Provide comprehensive and timely communication to customers and Sales
 </li>
 <li>
 Relationship Building &ndash; Develop solid relationships with Zones customers.
 </li>
 <li>
 Interact with customers on a daily basis.
 </li>
 <li>
 Establish relationships with multiple people in multiple departments
 </li>
 <li>
 Constantly communicate outstanding orders, constraints and alternatives.
 </li>
 <li>
 Coordinate and encourage Zones team member interactions with accounts
 </li>
 <li>
 Customer Service &ndash; Provide for Customer operational and reporting needs.
 </li>
 <li>
 Provide proactive action to provide 5 star service.
 </li>
 <li>
 Have a complete understanding of the Zones Service Catalog
 </li>
 <li>
 Be the first and primary line of contact on all customer issues and concerns
 </li>
 <li>
 Engage Sales to coordinate communication of service and needs.
 </li>
 <li>
 Ensure that timely and impactful reporting is provided to the customer
 </li>
 <li>
 Sourcing &ndash; Process, coordinate and manage to off catalog customer requests.
 </li>
 <li>
 Ensure custom catalog maintenance on Zones Connect
 </li>
 <li>
 Process project worksheets for inventory allocations
 </li>
 <li>
 Monitor and coordinate inventory management activities. (Hardware)
 </li>
 <li>
 Monitor and provide support activities on Customer contracts (Software)
 </li>
 <li>
 Project Management &ndash; Conduct account planning and coordination of needs.
 </li>
 <li>
 Actively participate in pipeline growth and maintenance activities
 </li>
 <li>
 Uncover future needs through constant value driven interactions.
 </li>
 <li>
 Understand account dynamics and look for ways to increase profitability
 </li>
 <li>
 Understand Zones automation capabilities and look for opportunities to provide those services to customers.
 </li>
 <li>
 Coordinate with PMO or Enterprise Operations on new customer roll outs
 
 
 </li>
 </ul>
 
 What You Will Bring To The Team
 
 
 
 <ul>
 <li>
 Experience in Enterprise level sales
 </li>
 <li>
 Strong customer service skills and commitment to meet or exceed customer requirements
 </li>
 <li>
 Excellent organization skills and process expertise
 </li>
 <li>
 Ability to work in a fast-paced environment and meet aggressive deadlines
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Ability to negotiate, influence, and persuade
 </li>
 <li>
 Analytical with excellent problem-solving skill
 </li>
 <li>
 Ability to work with little or no supervision
 
 
 </li>
 </ul>
 Zones offers a comprehensive Benefits package
 
 
 At Zones, we are committed to fostering an inclusive and diverse workplace where every team member is valued and supported. We offer life insurance, optional health insurance, EOBI, and a voluntary pension scheme in line with Company policy. Employees also enjoy additional perks such as Complimentary meals, and access to our in-house gym.
 
 
 We take pride in being an equal opportunity employer and remain dedicated to maintaining a workplace free from discrimination of any kind. If you are passionate about driving innovation in IT, sales, engineering, or operations, Zones provides a dynamic and collaborative environment to help you grow your career.
 
 
 All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, genetic information, or pregnancy.
 
 
 Job timings: 9:00 PM to 6:00 AM (Pk time)
 
 
</div>

Client Success Manager – 1

<div>
 
 Your role
 
 
 
 Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact?
 
 
 We&rsquo;re looking for a client account manager to:
 
 
 <ul>
 <li>
 manage daily business in client servicing and provide high quality service with focus on integration
 </li>
 <li>
 be the point of entry for processing client orders, e.g. stock orders, foreign exchange, loans and deposits
 </li>
 <li>
 perform account maintenance tasks and client-related processes; e.g. account opening and closing, suitability reviews, initial and recurring KYC and due diligence
 </li>
 <li>
 research, follow-up and resolve client inquiries and problems through effective interaction with clients, and internal partners in a timely and professional manner
 </li>
 <li>
 support client advisors in delivering exceptional client services and with administrative legal and compliance related tasks and duties
 </li>
 <li>
 mitigate risks and raise red flags and concerns
 
 
 </li>
 </ul>
 
 Job Type
 
 
 
 Full Time
 
 
 
 Job Reference #
 
 
 
 335256BR
 
 
 
 City
 
 
 
 Dubai
 
 
 
 Your team
 
 
 
 You will be working in the Client Service Team based in the Advisory Office Dubai, a multicultural and dynamic team. The CST Dubai supports client advisors across three main markets: Arabian Gulf, Saudi Arabia and NRI/NRP. You'll play an important role in our delivery of bespoke client services and become a trusted client account manager for the wealthiest families. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
 
 
 
 Your expertise
 
 
 
 <ul>
 <li>
 wealth management experience, ideally within a client facing team or other relevant commercial experience within the financial services industry ideally with exposure to the NRI market, previously CAM experience will be an added advantage
 </li>
 <li>
 banking apprenticeship or equivalent financial qualifications, combined ideally with knowledge of DIFC regulations
 </li>
 <li>
 effective relationship management skills, able to show situational awareness and initiative to self-challenge and/or challenge others
 </li>
 <li>
 interest in financial markets and in dealing with institutional-like clients
 </li>
 <li>
 sound judgement and problem-solving skills with a proactive style that delivers timely results
 </li>
 <li>
 confident, motivated and able to adapt to a rapidly changing environment
 </li>
 <li>
 excellent skills in English and Arabic
 
 
 </li>
 </ul>
 
 About Us
 
 
 UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
 
 
 We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.
 
 
 
 Join us
 
 
 
 At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.
 
 
 We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
 
 
 
 Disclaimer / Policy statements
 
 
 
 UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
</div>

Client Account Manager CST Dubai

Angeles Ojeda Professional Services

Job SummaryAngeles Ojeda Professional Services is seeking an experienced and relationship-focused Senior Client Success Manager to oversee client engagement operations, customer success initiatives, and service delivery performance across the organization.This role is ideal for a professional who enjoys building long-term client relationships, improving customer experience strategies, and leading customer-focused operational initiatives in a fast-paced business environment. The successful candidate will play a key role in strengthening client satisfaction, supporting operational efficiency, and ensuring consistent delivery of high-quality support services.We are looking for a proactive and organized leader with strong communication skills, customer success management experience, and a passion for delivering exceptional client experiences.What You'll Do<ul><li>Oversee daily client success and customer engagement operations</li><li>Manage customer relationship strategies and client retention initiatives</li><li>Monitor client satisfaction metrics and identify opportunities to improve service delivery</li><li>Handle escalated client concerns and ensure timely issue resolution</li><li>Collaborate with internal departments to maintain efficient customer support operations</li><li>Prepare operational reports, customer insights, and performance updates for leadership</li><li>Support onboarding, coaching, and operational training activities for customer-facing teams</li><li>Improve operational procedures related to customer success and client engagement workflows</li><li>Maintain accurate records of customer interactions, service activities, and reporting data</li><li>Coordinate communication between clients and internal operational departments</li><li>Support service quality improvement and customer experience initiatives</li><li>Assist with continuous improvement projects related to customer success operations</li></ul>Requirements<ul><li>5+ years of experience in client success management, customer relations, account management, customer support leadership, or client services</li><li>Previous supervisory or management experience preferred</li><li>Strong communication and relationship management skills</li><li>Excellent organizational and operational coordination abilities</li><li>Experience managing customer-facing workflows and service delivery operations</li><li>Strong analytical, problem-solving, and leadership capabilities</li><li>Ability to manage multiple priorities in a fast-paced operational environment</li><li>Experience with CRM systems, reporting tools, and customer engagement platforms preferred</li><li>Degree or diploma in Business Administration, Communications, Customer Service, or related field preferred</li></ul>Why Work With UsAt Angeles Ojeda Professional Services, we believe strong client relationships and operational excellence are essential to long-term business success. We provide a collaborative and professional environment where employees are encouraged to contribute ideas, strengthen operational processes, and continue developing their careers.Our organization values professionalism, teamwork, customer satisfaction, and continuous improvement. You will have the opportunity to lead meaningful client success initiatives while working alongside experienced professionals in a growing business environment.الراتب المدفوع: ﷼١٨٬٠٠٠٫٠٠&nbsp;لكل شهرموقع العمل: بشكل شخصي

Senior Client Success Manager

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