client service manager

Harvey CPA

<p>Client Accounting Services (CAS) Manager Part-Time | Remote or Hybrid | Michigan CPA Firm</p><p><b>Harvey &amp; Thompson, PLLC</b> Manistee, Michigan</p><p><b>Compensation:</b> $35-$50 per hour based on experience</p><p><b>Schedule:</b> Flexible, approximately 20-30 hours per week to start</p><p>About the Role</p><p>Harvey &amp; Thompson, PLLC is seeking an experienced accounting professional to help manage bookkeeping engagements, onboard new clients, oversee accounting projects, and support year-end accounting and tax preparation.</p><p>This is not an entry-level position and is not a bookkeeping role. We are looking for someone who can independently manage projects, work directly with business owners, and serve as a resource for our accounting team.</p><p>Remote candidates are welcome.</p><p>What You'll Do Client Onboarding</p><ul><li>Lead onboarding of new bookkeeping and accounting clients</li><li>Review accounting systems and records</li><li>Design chart of accounts and accounting workflows</li><li>Manage accounting cleanup and catch-up projects</li></ul><p>Accounting &amp; Bookkeeping Oversight</p><ul><li>Review bookkeeping work prepared by staff</li><li>Assist with difficult reconciliations and accounting issues</li><li>Review monthly and quarterly financial statements</li><li>Serve as a resource for bookkeeping staff</li></ul><p>Year-End Accounting</p><ul><li>Prepare and review year-end workpapers</li><li>Reconcile balance sheet accounts</li><li>Review payroll and sales tax activity</li><li>Prepare accounting files for tax return preparation</li></ul><p>Client Service</p><ul><li>Meet with business owners</li><li>Answer accounting questions</li><li>Manage assigned client relationships</li><li>Coordinate project deliverables</li></ul><p>Tax Support</p><ul><li>Prepare business and individual tax returns as needed</li><li>Assist with routine tax notices and correspondence</li><li>Support year-end tax preparation</li></ul><p>Qualifications Required</p><ul><li>5+ years of accounting experience</li><li>Public accounting experience required</li><li>Strong QuickBooks Online and/or Desktop experience</li><li>Experience preparing financial statements</li><li>Experience with year-end accounting and workpapers</li><li>Strong communication skills</li><li>Ability to independently manage projects and client relationships</li></ul><p>Preferred</p><ul><li>CPA, EA, or equivalent experience</li><li>Business tax return preparation experience</li><li>Construction accounting experience</li><li>Manufacturing accounting experience</li><li>Payroll and sales tax experience</li><li>Experience supervising accounting staff</li><li>Familiarity with Thomson Reuters CS Software Suite</li></ul><p>Ideal Candidate</p><p>This position may be a great fit for:</p><ul><li>Former CPA firm senior accountants</li><li>Accounting managers</li><li>Controllers seeking flexible work</li><li>Experienced accountants looking for part-time opportunities</li><li>Semi-retired accounting professionals</li></ul><p>Why Join Us?</p><ul><li>Flexible schedule</li><li>Remote work available</li><li>Direct interaction with business owners</li><li>Opportunity to help grow and shape a bookkeeping and accounting department</li><li>Meaningful work without large-firm bureaucracy</li></ul><p>We are looking for someone who enjoys solving accounting problems, working directly with clients, and helping businesses succeed.</p><p>Pay: $35.00 - $50.00 per hour</p><p>Experience:</p><ul><li>Accounting Firm: 3 years (Preferred)</li></ul><p>Work Location: Hybrid remote in Manistee, MI 49660</p>

Client Accounting Service Manager

Fisher Investments

<div>Overview:
<div><b>
The Opportunity:</b></div><div></div><div><br>
As an Institutional Client Service Relationship Manager at Fisher Investments Arabia, you will have the essential responsibility to ensure we are servicing our clients. This includes frequent interactions (through travel for in person meetings and also by phone) with institutional investors to provide capital markets updates, identify unique service opportunities, and work with other relationship managers, teams within the Institutional Group, and our Investment Policy Committee and research team to complete client requests. Reporting to the GVP of Client Service, within the first year you will become very familiar with Fisher's investment philosophy and how it is implemented across numerous strategies.</div><div></div><div><b><br>
The Day-to-Day:</b></div><br>
<div></div><ul><li>
Lead portfolio reviews for clients and related partners</li><li>
Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook</li><li>
Become the expert on your assigned clients and their investment goals</li><li>
Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects</li><li>
Anticipate and fulfil client requests, identify opportunities and threats for each client</li><li>
Identify cross-sell and addition opportunities for Sales Relationship Managers</li><li>
Create customised action plans for each client to further build relationships and minimise risks</li></ul><div><b>
Your Qualifications:</b></div><br>
<div></div><ul><li>
At least 5 years' experience managing relationships of institutional clients within the wealth/asset management industry</li><li>
Strong capital markets knowledge</li><li>
Fluency in English is a must, also fluency in Arabic required</li><li>
Committed to maintain quality of work while sticking to self-imposed timelines</li><li>
Engage with a wide array of audiences by phone, email and in person and also values collaboration</li><li>
Desire to enhance and maintain a deep knowledge of financial markets, ESG, Fisher's investment philosophy and institutional investment strategies</li><li>
Enjoy travelling</li></ul><div><b>
Why Fisher Investments Arabia:</b></div><div></div><div><br>
The global Fisher organisation distinguishes itself by always putting our clients first, providing them with unmatched service, and taking a personalised investing approach. This unique model has helped the global Fisher organization grow to serve over 150,000 clients globally, who entrust us with over $236 billion (USD) in assets under management.</div><div></div><div><br>
Our employees make our purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits. We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team &ndash; it makes us all better. Success at Fisher is motivated by results, a collaborative mindset and a commitment to accomplishing great things &ndash; so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.</div><div></div><div><br>
FISHER INVESTMENTS SAUDI ARABIA IS AN EQUAL OPPORTUNITY EMPLOYER</div></div>

Institutional Client Service Relationship Manager

<div>
 <strong>
  Your role
  <br/>
  <br/>
 </strong>
 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?
 <br/>
 <br/>
 We&rsquo;re looking for a client account manager to:
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 <ul>
  <li>
   manage daily business in client servicing and provide high quality service with focus on integration
  </li>
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   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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Job Type
  <br/>
  <br/>
 </strong>
 Full Time
 <br/>
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 <strong>
  Job Reference #
  <br/>
  <br/>
 </strong>
 335256BR
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 <strong>
  City
  <br/>
  <br/>
 </strong>
 Dubai
 <br/>
 <br/>
 <strong>
  Your team
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 <strong>
  Your expertise
  <br/>
  <br/>
 </strong>
 <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
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Us
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 <strong>
  Join us
  <br/>
  <br/>
 </strong>
 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.
 <br/>
 <br/>
 We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
 <br/>
 <br/>
 <strong>
  Disclaimer / Policy statements
  <br/>
  <br/>
 </strong>
 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

Gallagher

<div><b>Introduction</b><br>
<div>
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they&rsquo;re free to grow, lead, and innovate. You&rsquo;ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you&rsquo;re not just improving clients' risk profiles, you&rsquo;re building trust. You&rsquo;ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you&rsquo;re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.</div><div><br>
</div><br>
<b>Overview</b><p><br>
At Gallagher, we help businesses grow, communities thrive, and people prosper. As a global leader in insurance, risk management, and consulting services, we&rsquo;re united by a commitment to excellence and a culture defined by The Gallagher Way.</p><p>
We&rsquo;re looking for a Client Service Supervisor to lead a Commercial team that delivers high-quality, efficient service to clients. Reporting to the Client Service Director, you&rsquo;ll play a key role in shaping the future of our branch by driving client satisfaction, retention, and operational success.</p><br>
<br>
<b>How you'll make an impact</b><p><br>
In this role, you&rsquo;ll lead a team of Client Service professionals, mentoring them through continuous learning and development. You&rsquo;ll use your industry knowledge to improve client retention and satisfaction while ensuring our services deliver real value. By leveraging technology, you&rsquo;ll enhance productivity and quality, and you&rsquo;ll manage multiple priorities to keep projects on track. Your leadership will cultivate a culture of performance and continuous improvement, helping your team and our branch achieve its goals.</p><p>
Here&rsquo;s what you&rsquo;ll do:</p><ul><li>
Supervise and mentor a team of Client Service professionals, providing guidance, feedback, and support to help them grow and succeed.</li><li>
Oversee the renewal process, ensuring timely and high-quality delivery of tailored solutions to clients.</li><li>
Collaborate with the Branch Manager and Client Service Director to align team goals with branch strategy and operational success.</li><li>
Identify opportunities to improve client retention and satisfaction by analyzing client needs and recommending additional services or coverage.</li><li>
Conduct regular audits to ensure compliance with regulations and maintain high service standards.</li><li>
Manage and maintain accurate client and policy data using Gallagher&rsquo;s systems, ensuring all information is up-to-date and accessible.</li><li>
Leverage Gallagher&rsquo;s technology to streamline processes, enhance productivity, and deliver exceptional results.</li><li>
Balance multiple priorities effectively, ensuring all tasks are completed on time and meet client and business expectations.</li></ul>
<br>
<b>About You</b><p><br>
Here&rsquo;s what you&rsquo;ll bring to the role:</p><ul><li>
Bachelor's degree with 5+ years client service and/or claims management experience</li><li>
OR-</li><li>
High School degree/GED with 10+ years client service and/or claims management experience.</li><li>
1+ years supervisory experience, with a proven ability to mentor and develop team members.</li><li>
A Property and Casualty Insurance License.</li><li>
The ability to explain complex issues in simple terms and communicate effectively with clients and team members.</li><li>
Experience designing and implementing productivity and service improvements is a plus.</li><li>
A collaborative mindset and a commitment to delivering results.</li></ul>
<br>
<b>Compensation and benefits</b><p><br>
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
</p><p>Below are the <b>minimum core benefits</b> you&rsquo;ll get, depending on your job level these benefits may improve:
</p><ul><li>Medical/dental/vision plans, which start from day one!</li><li>
Life and accident insurance</li><li>
401(K) and Roth options</li><li>
Tax-advantaged accounts (HSA, FSA)</li><li>
Educational expense reimbursement</li><li>
Paid parental leave</li></ul><div><b>
Other benefits include:</b></div><ul><li>
Digital mental health services (Talkspace)</li><li>
Flexible work hours (availability varies by office and job function)</li><li>
Training programs</li><li>
Gallagher Thrive program &ndash; elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing</li><li>
Charitable matching gift program</li><li>
And more...</li></ul><div><i>
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.</i></div><div></div><div><b><br>
We value inclusion and diversity</b></div><p>
Click Here to review our U.S. Eligibility Requirements</p><p>
Inclusion and diversity (I&amp;D) is a core part of our business, and it&rsquo;s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
</p><p>Gallagher embraces our employees&rsquo; diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.</p><p>
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as &ldquo;protected characteristics&rdquo;) by applicable federal, state, or local laws.
</p><p>Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.</p></div>

Client Service Supervisor

Grade Potential Tutoring

<div>Position Description:
<div><b>Role Summary</b></div><div>
Grade Potential is the nation&rsquo;s largest provider of in-home tutoring services, with over 20 years of experience supporting students and families nationwide. The Operations Fulfillment Manager plays a key role in connecting students with the right tutors while ensuring high-quality service delivery.</div><div></div><div><br>
Thanks for your interest in reviewing our open position! We hope that YOU may become our next team member and help contribute to our company atmosphere &amp; culture of ENTHUSIASM, DEDICATION, ENERGY, EFFORT, &amp; SERVICE! We are a fast paced, high energy, and upbeat team of positive and dynamic people. We are a fully remote company, which allows us to recruit top talent from across the country.<br>
</div><div></div><br>
<div>The Operations Fulfillment Manager role is an individual contributor position that blends client service, operations, and a sales and recruitment mindset. Successful candidates are highly organized, self-motivated, and able to manage multiple priorities in a fast-paced, remote environment. Performance is measured through placements, client satisfaction, tutor acquisition, and regional growth.</div><div></div><div><b><br>
Who We Are</b></div><div>
Grade Potential partners with families across the country to enable personalized, high-quality tutoring support. Our success is built on deep educational expertise, a strong national tutor network, and a commitment to exceptional service. We believe the right tutor can make a lasting impact on a student&rsquo;s confidence and academic success. We currently serve a majority of the continental United States with our in-home tutoring services. Originally based in San Luis Obispo, CA, We are a rapidly growing and expanding company with more than 20 years&rsquo; experience bridging together students and tutors.<br>
</div><div></div><br>
<div><b>What You Will Do</b></div><ul><li>
Facilitate the introduction of students and tutors based on academic needs and student preferences</li><li>
Serve as a primary point of contact for tutors, providing proactive communication and support</li><li>
Manage active tutoring engagements to ensure smooth scheduling and service delivery</li><li>
Actively support new tutor acquisition to meet regional and subject demand</li><li>
Maintain accurate records in CRM and internal systems</li><li>
Resolve scheduling issues and service concerns with professionalism and empathy</li><li>
Monitor performance metrics related to placements, satisfaction, retention, and tutor supply</li><li>
Contribute to a positive and collaborative team culture</li></ul><div></div><div><b><br>
Who Thrives Here</b></div><div>
You're naturally a people person. You bring knowledge and effortless connection to every conversation. You ask good questions, listen well, and know how to utilize strong deductive reason skills! A background in education is a plus, but a passion for helping learners is what really matters.<br>
</div><div></div><br>
<div><b>You are:</b></div><ul><li>
Self-motivated and comfortable working independently in a remote setting</li><li>
Highly organized with strong attention to detail</li><li>
Calm, professional, and empathetic when handling challenges</li><li>
Able to manage multiple priorities, tight deadlines, and changing needs</li><li>
Adaptable and flexible in a fast-paced service environment</li><li>
Motivated by goals and outcomes with a sales and recruitment mindset</li><li>
A collaborative team player who values communication and improvement</li></ul><div></div><div><b><br>
Work Environment</b></div><div>
This remote role requires regular use of a computer and phone for extended periods. The position operates in a multi-monitor workstation environment (typically three monitors) and involves frequent switching between systems, screens, and applications to manage client, tutor, and scheduling information in real time. Team members must be comfortable working in a high-volume, multi-screen setting that requires sustained focus, multitasking, and the ability to quickly interpret and act on information from multiple sources while engaging with clients and tutors.</div><div></div><div><b><br>
Benefits</b></div><ul><li>
Health, dental &amp; vision insurance with a $125/mo company contribution</li><li>
Company-sponsored life insurance</li><li>
17 days PTO to start, growing to 22 days + 6 paid Holidays</li></ul><div><b>
Compensation</b></div><div>
$45,000&ndash;$65,000 annually OTE. This is a full-time hourly position with monthly performance-based compensation tied to measurable production outcomes. Total earnings may vary based on individual performance and seasonal demand.</div><div></div><div><b><br>
Schedule</b></div><div>
100% remote! This department operates from 6 AM - 7 PM PST Monday through Friday with rotating Saturday shifts. We're primarily hiring with the range of 9AM&ndash;7 PM PST shift, with a one hour lunch break. Overtime hours of 5-8 weekly typically required during the peak seasons (Mid-Aug through Mid-Oct and Mid-Jan through Mid-March) and will be compensated per your state's requirements.</div><div></div><div><br>
#Remote #Recruitment #Recruiting #gradepotential #WorkFromHome #Education #RemoteWork #FullTime</div></div><div></div>

OPERATIONS FULFILLMENT ASSOCIATE

Swiss American CDMO

<div><p><b>Position Summary:</b> As a key ambassador for Swiss American CDMO (SA), the Client Services Manager II (CSM II) plays a pivotal role in fostering and maintaining strong client relationships. The CSM II is accountable for ensuring client satisfaction with SA's finished goods and services, acting as the primary point of contact throughout the entire client lifecycle. This role demands a proactive and collaborative approach, requiring the CSM II to proactively communicate project status, anticipated changes, and effectively guide clients through all phases of the finished goods production process.</p><p><b>
Essential Duties and Responsibilities:</b></p><ul><li><b>
Process Management / Set-up of Client Account to the SA process to maximize commercialization success:</b></li></ul><ul><li>
Be the subject matter expert on the SA process. Provide necessary internal information re: company&rsquo;s capability, capacity, technical information transfer, etc. for drug and medical device development.</li>
Be the internal client advocate <li>- know client strategy and communicate effectively to enable internal SA people and process to deliver. CSM II must be able to help direct the working teams and resources, anticipate and mitigate potential delays, while never losing sight of the responsibility to SA to deliver on time and on budget.</li><li>
Capable of handling 5-8 clients, and 2-4 prospects and/or leads &ndash; with limited supervision/assistance. Timeline on managing quantity and complexity of client roster is earned post initial training and demonstration.</li><li>
Serve as the hub within SA to critical internal departments e.g., RID, Quality, Regulatory, Production, Shipping, Procurement, and other groups. Drive internal discussion and alignment on change management and when necessary, involve subject matter experts in client discussions.</li><li>
Be an active contributor to Swiss American Site Objectives and contribute to department&rsquo;s role in the Quarterly Management Review, Forecasting, and other important client services deliverables.</li><li>
Maintain current project-related information in Company systems.</li><li>
Be able to effectively discern when to escalate concerns to Management.</li><li>
Other duties may be assigned.
</li><li><b>Customer engagement and Communications:</b><ul><li>
With limited supervision, the CSM II will maintain regular, frequent client interactions, based on demand; requires timely (no later than 24 hours following request or contact) and accurate response to all client correspondence.</li><li>
Professional client communication always: written, verbal, video, in person as needed.
</li><li>CSM II must know the client products. Product Management experience is critical here to know key product ingredients, claims, unique benefits, and points of differentiation from competitive brands. From a business perspective, CSM II must know the clients&rsquo; business drivers, financial implications, and channel strategies (particularly those that involve physicians (e.g., Dermatologist) or provider (e.g., Clinics).</li><li>
Ability to effectively present information and respond to questions from internal and external Management, Customers, Clients, and cross-functional colleagues. Ability to draft client ready reports, presentations, and analysis.</li><li>
Must be comfortable and confident in articulation of the Swiss American CDMO story. The history, points of differentiation and support to drive corresponding quotation/proposals or capabilities presentations.</li><li>
Other duties may be assigned.
</li><li><b>Utilize business insights and understanding of healthcare market, customer business drivers to optimize go to market strategy within the SA infrastructure:</b><ul><li>
Understand client&rsquo;s business; healthcare market drivers of that business; product requirements; and potential adjacencies to anticipate and manage product demand needs.
</li><li>Provide client-oriented solutions with alignment across the organization to deliver ON TIME completion of order.</li><li>
Understand client product strategy and roadmap for growth in detail and be prepared with scenario building options that are specific to each customer and their industry/market. Understand potential client healthcare reimbursement models, channels, and potential areas of growth and risk.
</li><li>Analyze and interpret reports for weekly and monthly reporting requirements of customer &ndash; with limited supervision.</li><li>
Other duties may be assigned.
</li></ul></li><li><b>Manage financial overview of each client account to drive the SA business forward and with success:</b><ul><li>
Proficient in Excel, specifically in the ability to calculate figures indicating and assessing client business opportunity, profitability, and standing; create, update, formulate and format spreadsheets; and be able to maintain client project P&amp;Ls.</li><li>
Quotation creation, pricing development and the corresponding discussions and negotiations with clients are part of this role, with appropriate sales/manager/executive level support.</li><li>
Track and trend sales, adjust sales movement and weekly events, reporting to cross-functional team, business unit and Management. Contribute and maintain the customer database and systems within CSM II&rsquo;s responsibility.
</li><li>Ensuring that all client contracts and agreements are followed and fulfilled. Particularly around change issues, assessing fees for changes and managing current pricing.</li><li>
Ability to define problems, collect data, establish facts, and draw valid conclusions impacting profitability and inefficiency, while expressing them in both writing and a professional dialogue.</li><li>
Navigate and optimize the proposal and quote process, including taking part in development of pricing study to expedite the optimal work product for delivery to client.</li><li>
Other duties may be assigned.
</li></ul></li></ul></li></ul><p><b>Essential Skills and Qualifications:</b></p><ul><li>
Bachelor's degree in a relevant field (e.g., Business, Life Sciences, Healthcare) or equivalent.</li><li>
Minimum of 5 years of experience in a client-facing role within a CDMO.</li><li>
Experience in product management, project management, client services, or sales is highly preferred.</li><li>
Experience in a Contract Development and Manufacturing Organization (CDMO) or Contract Manufacturing Organization (CMO) is REQUIRED.</li><li>
Excellent written and verbal communication skills in English.</li><li>
Ability to effectively present information to diverse audiences (clients, colleagues, leadership).</li><li>
Strong analytical and problem-solving skills with the ability to analyze data and draw conclusions.</li><li>
Understanding of basic financial concepts (e.g., gross margin, overhead).</li><li>
Ability to analyze complex situations, identify root causes, and develop effective solutions.</li><li>
Strong decision-making and problem-solving skills.</li><li>
Ability to think critically and strategically.</li><li>
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).</li><li>
Experience with CRM systems, project management software, and other relevant business applications.</li><li>
While this role does not have direct supervisory responsibilities, it may involve coaching and mentoring junior team members (CSM I, CS Support Specialists) on client service processes and best practices.</li></ul><p><b>
Work Environment:</b></p><p>
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.</p><p><b>
Physical Demands:</b></p><p>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms. The vision requirements include close vision for heavy computer use.</p><p>
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.</p></div>

Client Services Manager II

StackCommerce

<div><p><b>Who We Are:</b></p>
<p>
StackCommerce is the leading content-driven commerce platform, seamlessly connecting brands with engaged audiences across the full customer journey. Our unmatched network comprises over 2,500 brands, 8,000 creators, and thousands of world-renowned media outlets &mdash; including Hearst, Gannett, Ziff Davis, G/O Media, News Corp, Dotdash Meredith, Foundry, and more &mdash; as well as our owned-and-operated marketplace, StackSocial, which brings exclusive deals directly to millions of consumers. A TPG portfolio company, StackCommerce has expanded its ecosystem through the acquisitions of BrandCycle, The Fascination, and Reviewed. Learn more at StackCommerce.com.</p>
<p><b>
The Role:</b></p>
<p>
We are looking for an Account Manager to join our company for a 100% remote position. The Account Manager will support our portfolio of media clients and be responsible for managing content &amp; marketing campaigns across both brand and publisher teams. The ideal candidate has direct client service experience and a proven track record managing large-performance marketing campaigns.</p>
<p><b>
What You'll Do:</b></p>
<ul>
<li><b>Account Execution: </b>Acts as the main point of contact for sold content campaigns, managing day to day tasks to ensure program success and positive client relationships. Proactively identifies and removes any roadblocks that prevent goals from being met.</li>
<li><b>Project Management: </b>Manages the full lifecycle of content campaigns. This would include owning the agenda for kick off calls, managing all client and partner deliverables, setting and meeting deadlines, communicating progress across all stakeholders, and ensuring a successful launch.</li>
<li><b>Campaign Optimization: </b>While campaign launch will be the Account Manager's responsibility, post launch responsibilities include monitoring reporting and utilizing metrics to optimize active campaigns with publisher clients, ensuring accountability for performance and maximizing overall results.</li>
</ul>
<p><b>What You'll Bring:</b></p>
<ul>
<li>3-5 years of online marketing, e-commerce, or affiliate marketing experience</li>
<li>Knowledge of Affiliate Marketing and Networks (ShareASale, Commission Junction, Impact, Rakuten, etc.)</li>
<li>Knowledge of basic media buying on social and programmatic platforms &amp; whitelisting SOPs</li>
<li>Bachelor's degree</li>
<li>Advanced Excel/ sheet capabilities and comfortable with formatting, formulas, customizing reports, etc.</li>
<li>Has successfully worked in a client-facing role</li>
</ul>
<p><b>The ideal candidate is:</b></p>
<ul>
<li>Provides unsurpassed customer service leading to long-lasting customer relationships</li>
<li>A strong internal motivation to get the job done and done well</li>
<li>Possesses excellent written and verbal communication skills</li>
<li>Emphasizes an incredible attention to detail</li>
<li>Thrives in a fast-paced environment and enjoys bringing order to chaos</li>
<li>Prioritizes competing objectives and manages time with skill</li>
<li>Displays accountability always meeting deadlines and keeping commitments</li>
<li>Enjoys working autonomously and is driven by clear goals and objectives</li>
<li>Knows how to collaborate with team members in a remote environment</li>
</ul>
<p><b>Compensation:</b></p>
<p>
Our overall compensation and rewards package includes base pay, bonus or commission, and a variety of benefits. Base pay is determined within a range that allows you the opportunity to progress as you grow and develop within a role. The anticipated annualized salary range for this role is $80,000 - $100,000. (this range may be modified in the future based on changing market conditions). Your initial base pay will be determined based on several factors, including demonstrated skills, relevant education or training, experience, qualifications, travel requirements, and job location.</p>
<p><b>
Benefits + Perks:</b></p>
<p>
As a company, we have a lot to offer for the right candidate:</p>
<ul>
<li><b>Health Benefits:</b> We offer medical, dental, vision, life, and short-term and long-term disability insurance.</li>
<li><b>401K:</b> Eligible on your first day of employment.</li>
<li><b>Super Flex Time:</b> Run errands as needed, just get your stuff done.</li>
<li><b>Unlimited Vacation:</b> Take time to unwind with unlimited PTO, plus an office closure between Christmas and New Year's.</li>
<li><b>Generous Parental Leave Program:</b> 12 weeks of paid pregnancy disability and baby bonding leave, as well as 4 weeks of paid paternity leave.</li>
<li><b>WFH Office: </b>Home office stipend and internet dollars to set you up for success.</li>
<li><b>Events:</b> Happy hours, team bonding budgets and culture events (even while remote!) and an annual company offsite.</li>
</ul>
<p><i>StackCommerce is an equal-opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state or federal laws.</i></p></div>

Account Manager, Media

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