client relationship manager

CFO Leverage

Client Relationship ManagerFull-Time | Remote | Serving Nonprofit OrganizationsAbout CFO LeverageCFO 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.Position OverviewWe 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.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.Key ResponsibilitiesClient Communication &amp; Relationship Management<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>Meeting Coordination &amp; Follow-Through<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>Internal Coordination<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>Systems &amp; Tools<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>Administrative Support<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>What We're Looking For<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>What You Don't Need to BeYou 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.Why CFO Leverage<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>Compensation &amp; BenefitsStarting salary: $65,000/yearBenefits discussed during the interview process.Job Type: Full-timePay: From $65,000.00 per yearWork Location: Remote

Client Relationship Manager

United Business Bank

<div>Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&amp;I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.
About You... 
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Bachelors Degree in Business or related field.
Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.
Experience Required: Minimum of 8 years experience in the financial services industry.
Skills/Abilities:
<ul><li>Strong oral and written communication abilities.</li><li>
Strong math skills.</li><li>
Strong interpersonal skills.</li><li>
Strong business development techniques and cross-selling skills.</li><li>
Ability to identify, analyze and handle credit requests.</li><li>
Good organizational skills.</li><li>
Good personal computer skills, ability to use Word and Excel.</li><li>
Professional appearance, dress and attitude.</li></ul>
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>

Client Relationship Manager III (Commercial Loan Officer III)

GeBBS

<div>Description: 
GeBBS Healthcare Solutions is seeking a Client Relationship Manager (CRM) 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.
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.
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.
Key Responsibilities
Client Relationship Management<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>
Operational Collaboration<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>
Performance &amp; Reporting<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>
Business Growth Support<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: 
<ul><li>
Minimum 3 years of experience in healthcare revenue cycle management (RCM) or healthcare services.</li><li>
Strong knowledge of the U.S. healthcare revenue cycle market, 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>
Preferred Qualifications<ul><li>
Experience working within an RCM outsourcing, healthcare BPO, or consulting organization.</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

Your Accounting

Company Overview Your Accounting is a leading provider of outsourced bookkeeping and accounting services, dedicated to helping businesses grow and succeed. We offer flexible accounting department solutions on both part-time and full-time bases, empowering clients to focus on their core operations.Overview We are seeking a dynamic and results-driven Accounting Account Manager to join our team. In this role, you will be the key point of contact for our clients&rsquo; accounting needs, driving business growth through strategic account management and exceptional service delivery. Your energetic approach will foster strong client relationships, identify new opportunities, and ensure client satisfaction at every touchpoint.Role PurposeThe Account Manager is responsible for owning and growing a portfolio of client relationships on behalf of the firm. This role exists to free the owners/partners from day-to-day account management and transition client relationships to a dedicated relationship leader. The Account Manager drives revenue growth, manages service delivery, improves client outcomes, and maximizes gross profitability across the accounts they steward.Core Responsibilities1. Relationship Ownership<ul><li>Serve as the primary point of contact for all assigned clients.</li><li>Build trust and credibility by understanding each client&rsquo;s business, goals, and challenges, including review accounting with client&rsquo;s to understand financials.</li><li>Proactively communicate status updates, deliverables, deadlines, and advisory insights.</li></ul>2. Revenue Growth &amp; Service Expansion<ul><li>Identify opportunities to add or upsell additional services (bookkeeping, payroll, tax, CFO, advisory, clean-ups, catch-ups, special projects).</li><li>Conduct periodic account reviews to assess changing client needs.</li><li>Collaborate with the sales team or owner on landing new accounts or expanding existing ones.</li></ul>3. Work Management &amp; Resource Coordination<ul><li>Oversee all work required for each account, ensuring accuracy, timeliness, and quality.</li><li>Assign work to internal /external team members or determine working the account directly for better service.</li><li>Monitor bottlenecks, balance workloads, and escalate issues appropriately.</li><li>Ensure the team follows firm workflows, service calendars, and accounting best practices by reviewing work done for quality.</li></ul>4. Profitability Management<ul><li>Track gross profit by client and ensure delivery meets target margins.</li><li>Deploy lower-cost resources where possible (automations, workflow efficiencies).</li><li>Optimize scope, billing, and service levels to maintain healthy margins.</li><li>Address unprofitable accounts quickly through repricing, rescoping, or reassigning resources.</li></ul>5. Advisory Evolution (Business Improvement)<ul><li>Move the client relationship up the value chain from compliance &rarr; advisory.</li><li>Provide insights, dashboards, and recommendations that help clients improve operations.</li><li>Highlight trends, risks, and opportunities based on financial statements.</li><li>Facilitate quarterly or semi-annual advisory meetings (depending on service level).</li><li>Become a trusted business improvement partner, not just a service coordinator.</li></ul>6. Client Retention &amp; Experience<ul><li>Ensure clients feel served, supported, and valued by the firm.</li><li>Solve client complaints quickly and proactively.</li><li>Maintain strong renewal rates and reduce churn.</li></ul>Key Performance Indicators (KPIs)Primary KPI:<ul><li>Gross Profit on Managed Accounts (this is the core metric and basis for variable compensation)</li></ul>Supporting KPIs:<ul><li>Client retention rate</li><li>On-time delivery of services (monthly close of books, payroll posting and deadlines, important tax deadlines)</li><li>Net new revenue added (upsells + service expansion)</li><li>Advisory engagement rate</li><li>Gross margin improvement year over year</li><li>Reduction in owner involvement in accounts</li></ul>Skills &amp; Competencies<ul><li>Strong communication and relationship-building abilities</li><li>Understanding of bookkeeping, payroll, tax workflows (does not need to be a CPA)</li><li>Ability to lead cross-functional teams (internal + outsourced)</li><li>Comfortable with financial statements and advisory conversations</li><li>Project management and workflow discipline</li><li>Business acumen and problem-solving</li><li>Organizational and time-management excellence</li><li>5 years of Quickbooks programs and online applications, and Microsoft office applications</li></ul>Role EvolutionThe Account Manager progresses through three stages:<ul><li>Stage 1 &ndash; Relationship &amp; Workflow Manager</li></ul>Owns communication, deliverables, deadlines, and service quality.<ul><li>Stage 2 &ndash; Revenue &amp; Profitability Driver</li></ul>Optimizes gross profit, adds services, improves margins, assigns resources strategically.<ul><li>Stage 3 &ndash; Business Advisor / Business Improvement Specialist</li></ul>Leads clients into a deeper, more valuable advisory relationship.Delivers insights, improvement plans, and business optimization guidance.This staged evolution is core to the Karpos Capital strategy of elevating key staff and freeing owners over a 1&ndash;3 year transition window.Compensation Structure (Draft)<ul><li>Base Salary: Competitive, based on local market and experience.</li><li>Variable Compensation:</li><li>Bonus tied directly to Gross Profit of managed accounts.</li><li>Clear thresholds and accelerators to reward advisory adoption and margin improvement.</li></ul>This structure directly aligns the Account Manager&rsquo;s incentives with firm profitability and client success.Who Thrives in This Role<ul><li>Technicians ready to step into leadership and client ownership</li><li>People who care about business outcomes, not just tasks</li><li>Communicators who enjoy helping small business owners succeed</li><li>Future leaders who can scale with a multi-firm roll-up environment</li><li>Individuals who enjoy problem-solving, accountability, and meaningful impact</li><li>Develop and maintain strong relationships with existing clients, understanding their unique accounting needs and challenges</li><li>Lead negotiations to secure new business opportunities and expand current accounts</li><li>Drive business development initiatives by identifying potential clients and presenting tailored solutions</li><li>Manage B2B sales processes, including warm calling, proposal development, and contract negotiations</li><li>Collaborate with marketing teams to create targeted campaigns that attract new clients in the accounting sector</li><li>Utilize CRM tools like Salesforce to track client interactions, sales pipelines, and account activities</li><li>Provide leadership within the team by sharing insights, analysis, and best practices for account growth</li></ul>Pay: $30.00 - $40.00 per hourBenefits:<ul><li>Life insurance</li><li>Referral program</li></ul>Application Question(s):<ul><li>Will you be able to pass a background check?</li></ul>Experience:<ul><li>Accounting: 5 years (Required)</li><li>QuickBooks: 5 years (Required)</li></ul>Work Location: Hybrid remote in Valencia, CA 91355

Accounting Account Manager

Concentrix

<div>
 
 Job Title
 
 
 
 Sales Manager
 
 
 
 Job Description
 
 
 
 The Sales Manager is responsible for overseeing the management of the team(s) supporting accounts to drive the generation of revenue and business growth, lead a sales team(s), accountable for driving team performance through customer success motions (onboarding, adoption, health checks and voice of the customer) and/or revenue retention motions (product/ service contract renewals, extension, upsell and expansion). Responsible for managing, building, and developing strategic client relationship through a balanced level of engagement with Sales Director and external facing client.
 
 
 <ul>
 <li>
 Lead the team to achieve specific business targets and meet assigned performance targets weekly/monthly/quarterly, ensuring high customer satisfaction
 </li>
 <li>
 Provide accurate ongoing sales forecasting and ensure data recorded in the CRM is accurate and up-to-date
 </li>
 <li>
 Be an enabler to remove roadblocks and help team to resolve challenges to support sales opportunities
 </li>
 <li>
 Monitor and drive team call time and productivity and conduct weekly performance reviews and weekly coaching sessions with all team members
 </li>
 <li>
 Analyze data, performance and customer experience trends to develop strategic sales plays and best practice for client/specific territories
 </li>
 <li>
 Stay current on developments in client services and within the market and ensure the team is informed on the latest trends and market
 </li>
 <li>
 Be a point of escalation for our clients and respond promptly to any issues
 </li>
 <li>
 Maintain a balanced level of communication with Sales Director and external facing client to ensure strategic client relationship is fostered and developed
 </li>
 <li>
 Work with client contact on reporting and forecasting
 </li>
 <li>
 Ensure team understanding to achieve operating plan targets, sales targets and client performance targets (CPTs)
 </li>
 <li>
 Work with client contact on reporting and forecasting
 </li>
 <li>
 Coordinate team incentives and Sales Performance Incentive Funds
 </li>
 <li>
 Partner and build business relationships with all partners to ensure customer expectations are met
 </li>
 </ul>
</div>

Sales Manager

AppInSnap

Job Title: Corporate Relationship ManagerLocation: Islamabad. Employment Type: Full-timeAbout the Role:We are seeking a proactive and results-oriented Corporate Relationship Manager to manage and grow relationships with corporate clients. The ideal candidate will leverage strong business acumen, client management skills, and banking knowledge to deliver financial solutions, drive client satisfaction, and contribute to revenue growth.Key Responsibilities:<ul><li>Serve as the primary point of contact for assigned corporate clients, ensuring high levels of service and client satisfaction.</li><li>Develop deep understanding of clients&rsquo; business needs and propose tailored banking solutions (loans, deposits, digital banking services, trade finance, etc.).</li><li>Identify opportunities for cross-selling banking products and services to maximize client revenue.</li><li>Lead onboarding, account management, and digital product integration for corporate clients.</li><li>Collaborate with internal teams (credit, operations, digital banking, and marketing) to ensure seamless delivery of services.</li><li>Monitor client accounts, analyze financial performance, and provide actionable insights and reports.</li><li>Drive adoption of digital banking channels and solutions among corporate clients.</li><li>Maintain compliance with regulatory requirements and internal policies.</li><li>Execute campaigns, presentations, and client engagement initiatives to enhance client loyalty and retention.</li></ul>Qualifications &amp; Skills:<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in Business, Finance, Economics, or a related field.</li><li>3&ndash;5+ years of experience in corporate banking, relationship management, or client-facing roles in financial institutions.</li><li>Strong understanding of corporate banking products, digital banking solutions, and client engagement strategies.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Experience with digital banking platforms, fintech integration, and analytics dashboards (Power BI, CRM systems) is preferred.</li><li>Ability to manage multiple clients, prioritize tasks, and work independently.</li><li>Strong problem-solving skills with a proactive, solution-oriented mindset.</li></ul>Preferred Attributes:<ul><li>Proven track record of achieving business growth targets and client satisfaction metrics.</li><li>Experience in managing corporate digital accounts, loyalty programs, or fintech initiatives.</li><li>Leadership, stakeholder management, and project coordination skills.</li></ul>Work Location: In person

Corporate Relationship Manager

Dubai Properties

Hiring - Wealth Manager - Arabic, Persian, Spanish, FrenchLocation: UAE (Immediate Joining Required)Experience: Minimum 6 months in Roadshow, Real Estate, Sales, or Client Relationship rolesAbout the Role:We are seeking a confident, articulate, and professional Wealth Manager to join our expanding team in the UAE.The ideal candidate should have strong communication skills, a clear and polished speaking style, and the ability to build rapport with both local and international clients. This role primarily involves client engagement, lead management, and guiding prospects through the wealth advisory process, particularly for European and global clientele.What We Offer:Attractive and competitive salary packageMonthly performance-based incentivesQualified Leads dailyExposure to a diverse, international client baseSupportive work environment with growth opportunitiesKey Responsibilities:Provide professional consultations to clients through phone, email, Zoom, and related platforms.Efficiently manage 150&ndash;250 daily client interactions while ensuring quality serviceIdentify new leads, arrange meetings, and manage prospect follow-upsDeliver clear wealth advisory solutions to both local and international clients.Promote and support marketing campaigns, services, and company events.Maintain accurate and timely Daily Sales Reports (DSR).Understand client needs and recommend suitable investment optionsMeet performance targets and contribute to business growth.Required Qualifications &amp; Skills:Minimum 6 months of experience in Roadshows, Real Estate, Sales, or Client Relationship roles (UAE or home country)Excellent English communication skills with a clear, professional accent (essential)Fluency Arabic and any language- Persian/Spanish/ French is a strong advantage.Graduate/undergraduate with excellent client-handling &amp; presentation abilities.Experience in high-volume client interaction roles is preferredAbility to communicate confidently with international clients.Must be based in the UAE and available to join immediatelyPlease send your CV to: assistant.hr@fpproperty.comJob Types: Full-time, PermanentPay: AED4,500.00 - AED6,000.00 per month

Wealth Manager - Arabic, Persian, Spanish, French

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