client portfolio manager

Rankings.io

<div>We're seeking a proactive and strategic Digital Agency Account Manager to oversee a dedicated client portfolio. In this role, you will be instrumental in fostering strong client relationships, facilitating clear communication across teams, and identifying strategic opportunities to optimize campaign return on investment.
 
 
While our specialized teams manage campaign build-out, fulfillment and execution, your expertise will be crucial in analyzing account performance and developing innovative strategies that empower clients to achieve market dominance. This position is ideal for a results-driven individual committed to delivering exceptional client outcomes.<h3 class="jobSectionHeader">
Responsibilities</h3><ul>
<li>
Develop and execute effective digital marketing strategies for our clients across all digital marketing channels</li>
<li>Lead client communication and serve as the main point of contact between clients and our team</li>
<li>Communicate consistently, responsively, and proactively to the client's points of contact</li>
<li>Analyze campaign data and provide insights to clients regarding performance</li>
<li>Share new services and recommendations to clients in their best interest</li>
<li>Continuously monitor campaign performance and optimize campaigns as needed</li>
<li>Collaborate with internal team members to ensure client goals are met</li>
<li>Create monthly reports for clients summarizing campaign performance and next steps</li>
<li>Keep abreast of trends, changes, and competitor actions that might affect our clients, and highlight our expertise to build trust and potential impact on clients&rsquo; campaigns</li>
<li>Effectively manage priorities and multiple projects within your client portfolio and for internal teams</li>
</ul>
Requirements<ul>
<li>
2-3 years of experience in an Account Management role within a digital marketing agency.</li>
<li>Proven track record of managing successful omnichannel campaigns for clients</li>
<li>Experience working with campaign diagnostic tools: Ahrefs, SEMrush, GSC, GA4</li>
<li>Working knowledge of multiple core marketing channels: SEO, PPC, Local Service Ads, Paid Social, Organic Social, &amp; Design &amp; Development</li>
<li>Excellent written and verbal communication skills</li>
<li>Strong analytical and problem-solving skills</li>
<li>Ability to manage multiple clients and campaigns at once</li>
</ul>
Benefits<ul>
<li>
Annual salary of $60k + commission</li>
<li>Uncapped Commissions starting Day 1</li>
<li>Work Remotely from home</li>
<li>Unlimited PTO</li>
<li>401(k) with 3% employer match (Safe Harbor)</li>
<li>100% Health Insurance (Fully employer-funded coverage)</li></ul></div>

Digital Marketing Account Manager

Echo Wealth Private Limited

A client Associate taking the ownership of client relationship deepening the wallet share, ensuring the over financial wellbeing of the assigned client.The key job responsibilities include:1. Managing the client relations.2. Financial Plan presentation for the assigned clients and handholding them to understand their financial situation and helping them to meet their financial goals.2. Promptly respond to client queries received through phone / WhatsApp / Email etc., roll out other communication like welcome mail, meeting minutes etc.3. Up keep of client portfolios in My Planner4. Proactive task management - Ensure uber service level by adhering to the specified TATs for every task.5. Work with all internal verticals &amp; departments including Tax, Financial Planning, Operations, Estate Planning, Real Estate, etc, and ensure the client&rsquo;s objective are met timely.7. Coordinate with external vendors, product manufacturers, including Mutual Fund Houses, Portfolio Managers, Life &amp; General Insurance Companies, Loan Service Providers etc., for pulling reports, MIS data, follow up on closures etc.8. Strictly adhere to compliance and Regulatory monitoring9. 5 Vacancies at Trivandrum, Kochi, Kottayam, Kozhikode 10. Minimum 3year experience in Bank, Insurance, Broking, Mutual Fund.11.B.com or MBA or 5 Years ExperienceJob Types: Full-time, FresherPay: From ₹25,000.00 per monthBenefits:<ul><li>Provident Fund</li></ul>Work Location: In person

Client Associate

Ujjivan Small Finance Bank

<div>
 
 ROLE PURPOSE &amp; OBJECTIVE:
 
 <ul>
 <li>
 Portfolio Relationship Manager is a critical role to maintain portfolio hygiene of assigned portfolio, role will be responsible for &ndash;
 </li>
 <li>
 Driving utilization of assigned portfolio by interacting with Customer, Corporate &amp; Internal Teams.
 </li>
 <li>
 Maintaining portfolio quality by ensuring timely repayment of tranches and interest servicing.
 </li>
 <li>
 Constantly connecting with overdue customers &amp; corporates for repayment.
 </li>
 <li>
 Regular follow up with customers / fintech partners to complete open PDD&rsquo;s / Sanction Conditions.
 </li>
 <li>
 Ensuring timely renewal of active cases.
 </li>
 </ul>
 
 
 
 
 KEY DUTIES &amp; RESPONSIBILITIES OF THE ROLE:
 
 
 
 
 
 Business/ Financials
 
 
 
 <ul>
 <li>
 Daily/ Weekly /Monthly monitoring of the assigned portfolio, driving utilization, ensuring portfolio hygiene, timely collection in overdue cases and timely renewal of cases
 </li>
 </ul>
 
 
 
 
 Customer (Both Internal &amp; External)
 
 
 
 
 <ul>
 <li>
 Ensure customers are educated about all products / services offered by Ujjivan.
 </li>
 <li>
 Ensure utilization in low churning accounts.
 </li>
 <li>
 Focus on timely repayments &amp; interest servicing.
 </li>
 <li>
 Continuous follow up in overdue cases.
 </li>
 <li>
 Ensure timely renewal of accounts
 </li>
 </ul>
 
 
 
 
 Educational :
 
 
 
 
 <ul>
 <li>
 MBA / CA with 2 -3 Years of experience. In case of other Graduate, relevant 4 years of experience.
 </li>
 </ul>
 
 
 
 
 
 
 
 Experience:
 
 
 
 
 <ul>
 <li>
 2 - 4 years in portfolio management of SCF or WC products. Mixed experience of Portfolio Management + Credit is acceptable, but should be predominantly in Portfolio Mangement.
 </li>
 </ul>
 
 
</div>

Portfolio Relationship Manager – SCF

Risant Health

<div>Company Description 
Risant Health, a nonprofit affiliate of Kaiser Foundation Hospitals, is transforming healthcare by accelerating the adoption of value-based care across community health systems. Headquartered in the Washington, DC area, Risant Health partners with nonprofit, community-based systems&mdash;starting with Geisinger&mdash;to expand access to care that prioritizes health outcomes and affordability.
Backed by nearly 80 years of Kaiser Permanente&rsquo;s value-based care expertise, Risant Health operates independently to support its portfolio of health systems with shared resources, strategic guidance, and operational support&mdash;while preserving their community roots. 
Job Description 
The Data &amp; Analytics (D&amp;A) team delivers strategic insights, analytics products, and decision-support capabilities across Risant Health, Risant Health&rsquo;s Value-Based Platform (VBP) and Risant Health Organizations (RHOs), and Kaiser Permanente (KP). Through four key pillars&mdash;Risant Strategic Analytics, VBP/Solution Intelligence, RHO Support &amp; Enablement, and Foundational Capabilities&mdash;the team translates data into actionable intelligence that drives clinical quality improvement, total cost of care reduction, better experiences for members and clinicians, and health equity.
The D&amp;A Portfolio Management Lead drives strategic portfolio management across all D&amp;A initiatives, ensuring alignment with business priorities, optimal allocation of resources, and delivery of maximum value. This role establishes and governs intake, prioritization, and roadmap planning processes while coordinating dependencies across analytics pods, platform development, and other strategic initiatives. The Portfolio Management Lead is the central orchestrator of D&amp;A delivery, liaising with VBP teams, Risant Technology and RHO counterparts (as necessary) to balance stakeholder needs and resource constraints to maximize impact for Risant Health and RHOs.
Job Responsibilities
Portfolio Intake &amp; Prioritization: Lead portfolio intake and prioritization across D&amp;A pillars, ensuring alignment with business strategy. Serve as point of contact for new analytics requests, including adhoc requests from Risant leadership. Facilitate intake evaluation process including business impact assessment, effort estimation, and resource allocation recommendations.
Portfolio Backlog &amp; Roadmap Definition: Develop and maintain portfolio roadmap, working closely with analytic asset owners, business and clinical partners to translate complex business needs into roadmap components. Maintain roadmap through close partnership with analytics product managers / owners / program managers.
Portfolio Optimization &amp; Planning: Partner with analytic product managers / owners / program managers and D&amp;A leadership to balance competing priorities and optimize overall portfolio value. Lead quarterly portfolio planning cycles, incorporating feedback from RHOs, VBP teams, and executive stakeholders. Incorporate updates into Risant Quarterly Business Review (QBR) and Monthly Business Review (MBR) as needed, working closely with D&amp;A leadership.
Cross-Pillar Coordination &amp; Continuous Improvement: Coordinate dependencies across each D&amp;A pillar, helping resolve resource conflicts and priority misalignments. Drive continuous improvement in portfolio management processes, tooling, and governance structures.
Cross-Functional Alignment: Serve as a liaison between D&amp;A, clinical, business, and technical stakeholders in key forums (including VBP Product Governance &ldquo;War Rooms&rdquo;).
Performance Monitoring: Establish and monitor portfolio-level KPIs including delivery velocity, resource utilization, business value delivered, and stakeholder satisfaction. Provide executive reporting on portfolio health, risks, and recommendations for strategic adjustments.
Refine Analytics Strategy: Actively inform and refine Risant Health&rsquo;s analytics strategy (including standards and approaches) for data sourcing and usage, measurement methodologies and analytics deployment based on evolving portfolio needs and industry trends.
Vendor Management: In coordination with D&amp;A and other functional leaders, help manage vendor relationships and provide oversight to their performance. 
Qualifications 
Required Qualifications: Education and Experience
Education:
<ul><li>Bachelor&rsquo;s degree in Business, Healthcare Administration, Data Science, Engineering, Health Informatics, or related field</li></ul>
Experience:<ul><li>
Seven (7) years working with healthcare analytics or business intelligence functions in healthcare (payer, provider, health tech) with exposure to value-based care models in healthcare</li><li>
Five (5) years in portfolio management, program management, product management, or analytics delivery in healthcare or related industry</li><li>
Five (5) years demonstrated ability to lead cross-functional teams, influence stakeholders, and coordinate complex initiatives across multiple workstreams</li><li>
Experience with common analytics platforms (Tableau, Power BI, Snowflake)</li><li>
Familiarity with Total Cost of Care analytics, risk adjustment, clinical quality measures</li></ul>
Education Preferred:<ul><li>
Master&rsquo;s degree in Business Administration, Health Informatics, Public Health, or related field</li></ul>
Required Technical Competencies:<ul><li>
Deep expertise in strategic portfolio management methodologies, agile delivery frameworks, and prioritization techniques, including ability to balance short-term delivery needs against long-term capability building</li><li>
Strong understanding of healthcare analytics (including common data sources / standards and industry-standard analytic methodologies), value-based care models, data &amp; analytics solution delivery</li><li>
Analytical mindset with ability to assess business impact, technical complexity, and resource requirements</li><li>
Exceptional stakeholder management skills with ability to influence without explicit authority across clinical, operational, and technical teams</li><li>
Excellent communication skills with ability to present complex portfolio dynamics to executive audiences</li><li>
Strong financial acumen including budget management, ROI analysis, and value realization tracking</li><li>
Experience with portfolio management tools (Jira, Asana, Smartsheet) and data visualization platforms</li></ul>
Required Interpersonal Competencies:<ul><li>
Critical Thinking/Problem Solving</li><li>
Planning/Priority Setting</li><li>
Strategic Planning/Thinking/Creativity</li><li>
Communication</li><li>
Collaboration/Teamwork</li><li>
Business Acumen/Understanding the Organization</li><li>
Adaptability/Flexibility</li><li>
Influencing/Persuading</li></ul>
Preferred Technical Competencies:<ul><li>
Change management expertise to drive adoption of new portfolio processes and governance structures</li><li>
Proficiency in Microsoft Office Suite (e.g., Excel, PowerPoint, PowerBI) for reporting and presentations</li></ul>
Certification and/or Licensure Preferred:<ul><li>
PMI Portfolio Management Professional (PfMP)</li><li>
PMI Project Management Professional (PMP)</li><li>
Certified Scrum Product Owner (CSPO)</li><li>
Certified Scrum Master (CSM)</li><li>
SAFe Scrum Master (SSM)</li><li>
SAFe Product Owner / Manager (POPM)</li><li>
SAFe Agile Product Manager (APM)</li><li>
SAFe Lean Portfolio Manager (LPM)</li><li>
SAFe Practice Consultant (SPC)</li><li>
Lean Six Sigma Black Belt</li><li>
Lean Six Sigma Green Belt</li></ul>
This hybrid role requires working onsite up to two days per week in either our Washington, DC or Renton, WA office. Bi‑monthly travel is also required. 
Additional Information 
Compensation and Benefits: The projected base salary for this position ranges from $195,000 to $257,400 depending on experience and qualifications. This role is also eligible for incentive compensation and a comprehensive benefits package, including wellness programs, retirement savings, and relocation support as applicable.
Join us! If you are passionate about improving healthcare through innovative solutions and want to make a meaningful impact, we encourage you to apply. Risant Health is an equal opportunity employer committed to creating a diverse and inclusive workplace. We welcome applicants from all backgrounds and experiences. All your information will be kept confidential according to EEO guidelines.</div>

Analytics Portfolio Management Lead

Fossphorus Software House

About Us:Accounting Bookkeepers is a trusted global provider of professional bookkeeping, accounting, tax compliance, and business process outsourcing services. Led by experienced ex-Big 4 professionals, we combine technical expertise with advanced technology to provide accurate, efficient, and strategic financial solutions. From bookkeeping and payroll to CFO advisory and compliance, our mission is to simplify complex financial processes so our clients can focus on growth. Our clients value us for our reliability, seamless onboarding, system migration support, and ability to provide cost-efficient back-office solutions.Role Summary:We are seeking an accomplished Senior Manager with at least 08 years of experience in the accounting, finance, consulting, and advisory industry. The successful candidate will oversee day-to-day operations, manage client portfolios, ensure seamless onboarding, and maintain strong client relationships. This role requires a strategic leader who can manage resources effectively, drive team development, and deliver exceptional service to our clients.Key Responsibilities:-Lead and oversee accounting and finance operations, ensuring compliance with international standards.- Oversee bookkeeping, Payroll, accounting, and tax projects across multiple international clients (simple to complex cases).-Manage client portfolios, build strong client relationships, and ensure delivery of high-quality service.-Oversee onboarding of new clients, ensuring smooth transition and alignment with firm processes.-Allocate resources efficiently across teams and projects to maximize productivity and client satisfaction.-Mentor, coach, and develop team members to build a high-performing and collaborative culture.-Act as the primary point of contact for escalated client issues, ensuring timely resolution.-Develop and implement internal strategies for continuous improvement of processes and service delivery.-Collaborate with leadership on business development, advisory services, and long-term client strategy.-Ensure adherence to deadlines, quality standards, and regulatory requirements.Qualifications:-Bachelors or Masters degree in Accounts or Finance field.-ACCA, CA, CPA, or equivalent professional qualification (mandatory).Experience and Skills:-Minimum 8 years of experience in accounting, finance, consulting, or advisory, plus experience in a managerial role.-Proven track record in managing client portfolios and leading multi-functional teams.-Demonstrated ability to manage operations, allocate resources, and deliver results.-Excellent communication, leadership, and client management skills.-Strong problem-solving and strategic thinking abilities.-Client-focused mindset with a commitment to building long-term relationships.-Strong leadership and team-building capabilities.-Ability to handle multiple priorities in a fast-paced environment.-High level of integrity, professionalism, and attention to detail.-Proficiency in accounting software (QuickBooks, Xero or similar).How to apply: interested candidates can drop their resumes directly at talent@accbkk.com and CC:rjaved@accbkk.com with a subject line &quot;Senior Manager - US&quot;.Job Type: Full-timePay: Rs300,000.00 - Rs500,000.00 per monthWork Location: In person

Senior Manager - US

Ebury

<div><div><div>Ebury is a global fintech firm dedicated to empowering businesses to expand internationally through tailored and forward-thinking financial solutions. Since our founding in 2009, we've grown to a diverse team of over 1,700 professionals across 40+ offices and 29+ markets worldwide. Joining Ebury means becoming part of a collaborative and innovative environment where your contributions are valued. You'll play a key role in shaping the future of cross-border finance, while advancing your own career in a dynamic, high-growth industry.</div>
</div>
Business Developer / FX Sales Associate

Ebury Dubai - Office Based

Launch Your FinTech Career as a Graduate Business Developer / FX Sales Associate at Ebury in our dynamic team.

Kickstart a meaningful sales career in the world of international finance while earning uncapped commission. You'll get expert training, supportive mentorship, hands-on experience and a clear path to becoming a top salesperson in FX and global payments.

Every call you make will sharpen your sales skills and build your network across international markets. You'll work with cutting-edge financial solutions that help businesses trade globally, giving you deep industry knowledge that will open doors to future management positions.

Along the way, you'll be supported by experienced mentors and have access to structured development programmes designed to accelerate your career. Whether you aim to lead a team or specialise in high-level account management, you'll have the tools and guidance to get there.

What you'll do

Drive new business opportunities by connecting with decision-makers across various industries. You'll research prospects, understand their needs, and tailor your approach to introduce them to international payment and FX solutions.

Your ability to present, negotiate and close deals will directly impact your earnings and career progression. You'll also collaborate with internal teams to ensure new clients have a smooth onboarding experience.

What you'll need 
<ul>
<li>Enthusiastic, highly motivated recent graduate</li>
<li>Desire or experience working in B2B sales or a client-facing environment</li>
<li>No prior FX experience? No problem! We prioritise potential above your CV. Our comprehensive training program will equip you with everything you need to thrive.</li>
<li>Fluency in English (Arabic is a plus)</li>
<li>A genuine interest in financial markets and how global trade works</li>
<li>Strong interpersonal and communication skills and the drive to hit ambitious targets</li>
</ul>
Why Ebury? Your Accelerated Career Path

At Ebury, we're one of the fastest-growing FinTechs worldwide. Our success is built on our proven model of nurturing talent and offering clear, accelerated career progression:
<ul>
<li>Fast-Track to Sales Management (Head of Desk): Join a career track where a typical promotion occurs within your first 12 months.</li>
<li>Becoming an FX Expert (Client Portfolio Manager): Excel at building client relationships and providing financial advice to manage key client portfolios as a trusted advisor.</li>
</ul>
What You'll Gain (Our Investment in You):
<ul>
<li>Competitive Starting Salary with an uncapped commission structure that truly rewards your performance from day one.</li>
<li>Comprehensive, Structured Training Programme: Ebury Business Developer Academy, providing you with foundational knowledge and advanced sales skills.</li>
<li>Dedicated Mentorship: Learn directly from experienced Heads of Desk and seasoned Account Managers who are invested in your success.</li>
<li>Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.</li>
<li>Clear, Accelerated Career Progression: Defined pathways to leadership and specialist roles within Ebury.</li>
<li>Dynamic &amp; Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.</li>
<li>Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.</li>
<li>Central Office: A fantastic location with excellent transport links.</li>
</ul>
Ready to launch your career with a global FinTech? Click the 'Apply' Today and discover your potential at Ebury!

You can also connect with me on LinkedIn - Helga Barros 

#LI-HB1 
#LI-ONSITE<div>
About Us

Ebury is a FinTech success story, positioned among the fastest-growing international companies in its sector. 
 
Founded in 2009, we are headquartered in London and have more than 1700 staff with a presence in more than 29 markets worldwide. Cultural diversity is part of what makes Ebury a special place to be. From Sao Paulo to Dubai, Vancouver to Auckland, we enjoy sharing team experiences and celebrating success across the Ebury family. 
 
Hard work pays off: in 2019, Ebury received a &pound;350 million investment from Banco Santander and has won internationally recognised awards including Financial Times: 1000 Europe's Fastest-Growing Companies. 
 
None of this would have been possible without our proudest achievement: our great people. Enthusiastic, innovative and collaborative teams, always ready to disrupt and revolutionise the fast-paced FinTech sector. 
 
At Ebury, we're committed to building a workplace where everyone feels valued, supported, and empowered to thrive. We're proud to have active employee networks and ESG initiatives that reflect our inclusive culture, including our Women's Network, LGBTQIA+ Network, and Veterans Network. These communities provide spaces for connection, mentorship, advocacy, and collaboration across our global teams.

We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future.

Please submit your application on the careers website directly, uploading your CV / resume in English.</div></div>

Business Developer

Vertex Professional Group (Property Management)

This position is for a full-time role as a Community Manager working in the Florence, KY area. Your role would be handling the day-to-day operations of managing a portfolio of communities in the Homeowners Association/Condo Association industry.To learn more about our company, please visit www.vertexpg.com.Job Duties:<ul><li>Attend Board Meetings and Annual Meetings (occasional evening Board Meetings)</li><li>Prepare Minutes of those meetings</li><li>Problem-solving issues that arise at the property</li><li>Supervise contractors and vendors</li><li>Solicit and review bids</li><li>Negotiate contracts</li><li>Acting as the Board of Directors liaison</li><li>Implement decisions of the Board of Directors</li><li>Prepare annual budgets</li><li>Financial management</li><li>Other day-to-day management duties as needed</li></ul>Job Benefits:<ul><li>Salary starting at $45,000 and up based on Community Management experience</li><li>Monthly Mileage Stipend</li><li>Monthly Cell Phone Stipend</li><li>Health, Dental, and Vision Insurance</li><li>Paid Vacation (increases based on seniority) &amp; PTO</li><li>Allotment of Work From Home days (in accordance with company policies)</li></ul>Job Qualifications:<ul><li>Preferred at least two (2) years in a Professional Management/Supervisory role</li><li>Problem-solving skills</li><li>Attention to detail</li><li>Able to function in a fast-paced environment and work independently</li><li>Ability to handle stressful situations in a professional manner</li><li>Leadership skills (be able to lead a team of people under you)</li><li>Oral and written communication skills</li><li>Experience with MS Excel and Word</li><li>Property Management experience is a plus but not necessary</li></ul>Job Type: Full-timePay: From $45,000.00 per yearBenefits:<ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How would you rate your computer/technology skill level from 1 (novice) to 10 (expert)?</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Property Management: 1 year (Preferred)</li><li>Homeowner/Condo Management: 1 year (Preferred)</li><li>Problem Solving (Critical Thinking): 1 year (Preferred)</li><li>Leadership: 1 year (Preferred)</li><li>Management: 1 year (Preferred)</li></ul>Work Location: In person

Community Portfolio Manager

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