senior client advisor

AI Acquisition

<p></p><div><p><b>The Seat</b></p><p>
You are not here to check in, chase updates, or run sessions by script.</p><p>
You are here to walk into the most complex, high-stakes client situations in the business &mdash; diagnose what is actually broken, reset the relationship, and drive outcomes that protect both the client and the company.</p><p>
This is a Special Operations seat. That means you get the cases no one else can close, the clients closest to the edge, and the expectation that you figure it out &mdash; fast, professionally, and without needing to be managed through it.</p><p>
In the early weeks you will be close to the ground &mdash; understanding the client base, reading the risk signals, and getting a clear picture of what is working and what is not. That proximity is the input. The outcomes you drive from it are the job.</p><p>
You report into senior leadership. You own your cases. You own the results.<br>
<br>
<b>The Company</b></p><p>
AI Acquisition is a multi-8-figure business helping founders and operators scale with AI. 3,000+ clients. 200+ mastermind participants. A sales and delivery engine built for speed and scale.</p><p>
Growth is happening faster than most companies ever see. This seat exists because the client base is scaling, the complexity per account is rising, and we need someone senior enough to operate at the intersection of retention, strategy, and commercial recovery &mdash; without hand-holding.</p><b><br>
Requirements</b><p><b><br>
What You Actually Do</b></p><p><i>
Own the hardest client situations:</i></p><ul><li>
Take full ownership of complex, escalated, or high-risk client accounts &mdash; from first signal through to resolution &mdash; applying structured thinking at every stage</li><li>
Diagnose the root cause behind every at-risk engagement: is it strategy, execution, expectation misalignment, or delivery failure &mdash; and build the right intervention accordingly</li><li>
Lead high-stakes conversations at founder and C-suite level &mdash; resetting expectations, rebuilding trust, and redirecting momentum toward outcomes</li><li>
Maintain meticulous case records that support accountability, continuity, and pattern recognition across the portfolio</li></ul><p><i>
Drive retention and commercial recovery:</i></p><ul><li>
Monitor engagement health signals across your assigned accounts and intervene before situations deteriorate into formal escalations</li><li>
Develop targeted recovery plans that address root causes &mdash; not surface-level complaints &mdash; and execute them at pace</li><li>
Identify and close expansion opportunities inside at-risk accounts where trust has been rebuilt and appetite exists</li><li>
Track and report weekly on case outcomes, revenue protected, churn signals, and patterns requiring broader operational attention</li></ul><p><i>
Operate as a senior advisor, not just a handler:</i></p><ul><li>
Lead live advisory sessions with founders &mdash; providing direct, implementation-focused guidance across offer, outbound, pipeline, and execution where relevant</li><li>
Advise on go-to-market strategy, offer positioning, and 90-day execution priorities when clients need more than just relationship management</li><li>
Challenge assumptions, reframe thinking, and reset timelines with the kind of directness that only comes from someone who has seen these situations before</li><li>
Act as a signal amplifier between clients and internal delivery teams &mdash; translating client reality into structured, actionable feedback</li></ul><p><i>
Build what scales:</i></p><ul><li>
Contribute to the development of escalation frameworks, retention playbooks, and client risk systems that work beyond your individual caseload</li><li>
Identify patterns across accounts that point to broader delivery or operational gaps requiring intervention at leadership level</li><li>
Propose and implement process improvements that reduce escalation volume, resolution time, and repeat risk over time</li></ul><p></p><p><b>
Requirements</b></p><p><i>
Experience</i></p><ul><li>
5+ years in client success, account management, consulting, or a senior operational role within a high-growth, agency, or tech-enabled environment</li><li>
Proven track record managing complex, escalated, or high-risk client accounts with demonstrable recovery and retention outcomes</li><li>
Prior experience operating at or advising founder/C-suite level &mdash; not just executing, but influencing decisions under pressure</li><li>
Background in at least one of: growth strategy, sales systems, offer development, delivery operations, or scaling advisory</li><li>
Direct exposure to cold outbound, go-to-market execution, or B2B sales systems &mdash; enough to advise clients credibly, not just manage them</li></ul><p><i>
Skills &amp; Competencies</i></p><ul><li>
Strong diagnostic ability &mdash; able to rapidly identify root causes across strategy, execution, expectation, and delivery</li><li>
Structured thinker with the ability to build and enforce clear action plans, priorities, and accountability frameworks</li><li>
Confident communicator with high emotional intelligence &mdash; able to reset expectations, manage difficult conversations, and maintain trust under pressure</li><li>
Expert-level negotiation and de-escalation &mdash; navigates emotionally and commercially charged situations with composure and precision</li><li>
Commercially sharp &mdash; understands pricing, business models, and the downstream impact of every client decision</li><li>
High executive presence &mdash; equally effective on a live Zoom with a frustrated founder as in a written case summary to leadership</li><li>
Meticulous documentation discipline &mdash; maintains thorough records that support continuity, risk management, and process improvement</li></ul><p><i>
Mindset &amp; Behavioural Fit</i></p><ul><li>
Senior ownership mentality &mdash; operates independently, takes full accountability for outcomes, and doesn't wait to be managed</li><li>
Comfortable in ambiguity and fast-moving environments &mdash; adapts quickly without losing structure or composure</li><li>
Solutions-oriented under pressure &mdash; approaches escalations with clarity and a bias toward resolution, not escalation</li><li>
AI-native or highly AI-fluent &mdash; actively uses AI tools to enhance output quality, response speed, and documentation efficiency</li><li>
Discreet, professional, and exercises sound judgment in sensitive, confidential, and commercially significant situations</li><li>
Proactive risk detector &mdash; spots churn and engagement signals early and acts before situations deteriorate</li></ul><p><i>
You Will Probably Not Fit If:</i></p><ul><li>
You need a calm, predictable caseload with clear escalation paths above you</li><li>
You are a strong advisor in structured environments but lose composure when clients push back hard</li><li>
You measure success by sessions delivered, not by commercial outcomes protected</li><li>
You are more comfortable executing a playbook than writing one</li><li>
You need significant ramp time before taking ownership of live, high-stakes situations</li><li>
You are looking for a traditional CSM or account management role &mdash; this is not that</li></ul><br>
<b>
Benefits</b><p><b><br>
What You Get</b></p><ul><li>
Competitive compensation Base + Bonus.</li><li>
Fully remote.</li><li>
Full-time, stable role at a profitable bootstrapped company &mdash; no runway anxiety, no pivots every quarter</li><li>
Direct line to senior leadership that has built and scaled products past $100M in revenue</li><li>
Real growth track &mdash; perform in this seat and the scope expands: team lead, broader Special Operations ownership, or a cross-functional senior role</li></ul></div>

Senior Client Operations Advisor / Special Operations

Aleph Holding

<div><div><div><b>Are you ready to join our digital revolution journey?</b></div>
<div></div>
<div>At <b>Aleph</b>, we&rsquo;re not just part of the digital advertising landscape&mdash;we&rsquo;re shaping its future. Representing the world&rsquo;s leading platforms, including TikTok, Amazon, Google, and nearly 55 others, we operate in 130+ markets across new and existing geographies.</div>
<div></div>
<div>Our mission is to empower advertisers and brands to unlock the full potential of these platforms' advertising capabilities. By fostering long-lasting partnerships, we create limitless opportunities for people and businesses to advertise effectively at both local and global levels.</div>
<div></div>
<div>With a presence spanning continents, Aleph offers you the chance to be part of a fast-growing, innovative team where your work makes a direct impact. If you&rsquo;re ambitious, forward-thinking, and eager to thrive in a dynamic, global environment, Aleph is the perfect place to build your career.</div><div></div><div><br>
We are looking for a <b>Senior </b><b>Client Solutions Manager</b> to support our team in <b>Cairo</b>!</div></div>
<div><div><h3 class="jobSectionHeader"><b>What You&rsquo;ll Do</b></h3><div><div><ul>
<li>Be the trusted advisor to new and existing clients, leading seamless onboarding and building long-term partnerships.</li>
<li>Design high-impact Google Ads strategies tailored to each client&rsquo;s business goals&mdash;search, display, video, and app campaigns included.</li>
<li>Continuously optimize campaign performance and ROI using smart insights from GA4, Google Ads, and other measurement tools.</li>
<li>Solve problems fast&mdash;whether it's technical troubleshooting or strategic fine-tuning, you'll keep campaigns on track.</li>
<li>Communicate campaign progress and insights clearly, becoming the go-to person for all client questions and guidance.</li>
<li>Ensure Google Ads products and services are delivered smoothly, meeting and exceeding client expectations.</li>
<li>Spot opportunities to grow accounts by recommending new Google Ads solutions aligned with client needs.</li>
<li>Partner closely with internal teams&mdash;sales, tech, support&mdash;to deliver a seamless client experience and improve service delivery.</li>
<li>Stay sharp on the latest Google Ads features, MENA market trends, and competitive moves to keep your advice fresh and forward-thinking.</li>
</ul></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>What You Need For This Role</b></h3><div><div><ul>
<li>Solid hands-on experience with Google Ads, managing campaigns across search, display, video, and app formats.</li>
<li>Strong digital marketing fundamentals with a passion for performance marketing and online strategy.</li>
<li>Proficiency in Google Analytics 4 and tools like Google Tag Manager for smart campaign analysis.</li>
<li>Excellent communication skills in English.</li>
<li>A track record in client-facing roles, where you&rsquo;ve built trusted relationships and made a real impact.</li>
<li>Superb organization skills&mdash;you can manage multiple clients and projects without breaking a sweat.</li>
<li>Collaborative spirit with the ability to work independently when needed.</li>
<li>Familiarity with CRM platforms like Salesforce is a bonus.</li>
<li>A deep understanding of the MENA digital advertising landscape.</li>
<li>Experience working with media agencies or large brands in e-commerce or performance-driven environments.</li>
</ul></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>What Will Make Us Really Love You</b></h3><div><div><ul>
<li>You bring a track record of success in a similar role, with hands-on experience.</li>
<li>You&rsquo;re not afraid to challenge the status quo and bring fresh, out-of-the-box ideas to the table.</li>
<li>You anticipate challenges before they arise and take initiative to find effective solutions.</li>
<li>You have an eye for detail.</li>
<li>You thrive on teamwork but also bring a driven, goal-oriented spirit.</li>
<li>You&rsquo;re genuinely enthusiastic about advertising, ad-tech, and staying ahead of industry trends.</li>
<li>You have the ability to engage and communicate with internal and external stakeholders in a positive and approachable way.</li>
</ul></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>What You&rsquo;ll Love About Us</b></h3><div><div><ul>
<li>We care about your individuality by giving you freedom to grow and create within the company, regardless of your position</li>
<li>Learn from the best: Our state of the art workshops guarantee the latest insights into digital advertising</li>
<li>Be part of a company with a truly global footprint, working with leading brands, platforms, and publishers across 90+ markets.</li>
<li>We foster a dynamic environment where creativity, collaboration, and bold ideas are encouraged and celebrated.</li>
<li>Join a diverse, multicultural team that values and embraces different perspectives, experiences, and talents.</li>
<li>At Aleph, your work directly contributes to connecting brands and consumers in meaningful ways, shaping the future of digital advertising.</li>
</ul></div></div></div></div><div><div><b>Why Join Us?</b></div>
<div></div>
<div>Aleph is a place of many cultures, perspectives, and talents. We support each other, creating an environment of giving and receiving. We value partnership and communication because we believe it takes a group of people to achieve great things. We are energized by our ever-changing industry, our curiosity keeps us learning and seeking out new opportunities.
</div>
<div></div><div>We stay flexible and adaptable, and believe in moving with the speed of change. We encourage everyone to strive for more, providing our internal talent with growth opportunities and the ability to learn together.</div><br>
<div></div>
</div><div></div>
<div><div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div></div></div>

Senior Client Solutions Manager

Angeles Ojeda Professional Services

<p><b>Job Summary</b></p><p>Angeles 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.</p><p>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.</p><p>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.</p><p><b>What You'll Do</b></p><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><p><b>Requirements</b></p><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><p><b>Why Work With Us</b></p><p>At 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.</p><p>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.</p><p>الراتب المدفوع: ﷼١٨٬٠٠٠٫٠٠&nbsp;لكل شهر</p><p>موقع العمل: بشكل شخصي</p>

Senior Client Success Manager

Saint Laurent

<p></p><div><p><b>Summary
</b></p>ABOUT SAINT LAURENT
<br>
<br>
Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury pr&ecirc;t-&agrave;-porter in a 1966 collection called &lsquo;Rive Gauche&rsquo;, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio-cultural landscape.
<br>
In 1999, the luxury goods division of the Kering Group acquired Yves Saint Laurent and, under the creative direction of Anthony Vaccarello since April 2016, continues to position the house at the summit of the luxury universe.
<br>
Today, Saint Laurent collections include women&rsquo;s and men&rsquo;s ready-to-wear, shoes, handbags, small leather goods, jewelry, scarves, ties and eyewear.
<p></p><p><b>Job Description
</b></p><p><b>ROLE<br>
</b></p><p><br>
Contribute actively to the store sales, by providing a remarkable service to all internal and external clients, supporting the management team and representing the Company brand and image.
</p><p></p><p><b>MISSION
</b></p><ul><li><p>Maximize sales and provide excellent customer and after-sales service.
</p></li><li><p>Actively develop new clients and consistently strengthen existing client relationships.
</p></li><li><p>Play an active role in maintaining a positive and professional working environment
</p></li><li><p>Highlight the house differentiation by maintaining a high level of product knowledge and keep up to date with market trends and competitors
</p></li><li><p>Possess the ability to work well in a team and the willingness to support and assist your colleagues
</p></li><li><p>Promote the brand&rsquo;s culture internally and externally, acting as a brand ambassador at all times
</p></li><li><p>Maintain organisation, grooming and appearance standards, whilst respecting guidelines.
</p></li><li><p>Actively support management with in store processes to ensure compliance and standards.
</p></li><li><p>Contribute and support with the back of house operations and processes, e.g. stock control and inventories.
</p></li></ul><p></p><p><b>PROFILE
</b></p><ul><li><p>Experience in luxury goods or retail.
</p></li><li><p>Product sensitivity and a strong market and fashion trends knowledge, a good general culture level
</p></li><li><p>Excellent interpersonal skills, good listening ability
</p></li><li><p>Adaptability, Natural Curiosity, Authenticity
</p></li><li><p>Open-minded and/or creativity driven
</p></li><li><p>Sales driven, social, open and ambitious team player full of drive and optimism.
</p></li><li><p>Ability to multitask and handle the pressure of a busy day.
</p></li><li><p>A willingness to learn and improve
</p></li></ul><p></p><p><i>Saint Laurent is committed to building a diverse workforce. We believe diversity in all its forms &ndash; gender, age, nationality, culture, religious beliefs and sexual orientation &ndash; enriches the workplace. It opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to adapt to a changing world. As an Equal Opportunity Employer, we welcome and consider applications from all qualified candidates, regardless of their background.
</i></p><p></p><p><b>Job Type
</b></p>Regular
<p></p><p><b>Start Date
</b></p>2026-03-01
<p></p><p><b>Schedule
</b></p>Full time
<p></p><p><b>Organization
</b></p>LUXURY FASHION GULF L.L.C.</div>

SAINT LAURENT Client Advisor

Henpen Corporation

<div>Senior Tax CPA / Tax Manager<br>
Houston, Texas, USA<br>
140000-185000
<p>
We are seeking an experienced Senior Tax CPA / Tax Manager to join a respected and established CPA firm in Houston, Texas. This is an excellent long-term opportunity for a seasoned public accounting professional who thrives in a client-focused environment and is looking for future leadership and signing authority responsibilities within a growing firm.</p>
<p>This role is centered on tax compliance, planning, research, and advisory services for both individual and business clients. The ideal candidate will have extensive experience preparing and reviewing complex tax returns, delivering strategic tax guidance, and serving as a trusted advisor to clients across multiple industries.</p>
<p>You will work closely with firm leadership while managing client relationships, mentoring junior staff, and ensuring the highest standards of technical accuracy and professional service. This is a hybrid position offering a balanced schedule of three in-office days and two remote workdays per week.</p>
<p>Key responsibilities include preparing and reviewing complex federal tax returns including 1040, 1120S, 1120, 1065, and 709 filings; conducting advanced tax research; providing tax planning recommendations; advising clients on financial and tax matters; mentoring team members; and eventually assuming signing responsibilities for tax returns on behalf of the firm.</p><br>
Qualifications
<ul><li>Active CPA license required</li>
<li>Bachelor&rsquo;s Degree in Accounting, Finance, or related field required</li>
<li>10+ years of recent public accounting tax experience</li>
<li>Strong expertise preparing and reviewing complex individual and business tax returns</li>
<li>Advanced tax research and problem-solving capabilities</li>
<li>Strong knowledge of federal and state tax compliance and planning strategies</li>
<li>Experience using multiple tax and accounting software platforms</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to manage multiple client relationships and deadlines in a fast-paced environment</li>
<li>Leadership mentality with strong ethics, professionalism, and attention to detail</li>
<li>Experience mentoring or supporting junior accounting staff preferred</li>
</ul>
<br>
Why is This a Great Opportunity
<p>
This opportunity offers more than just another tax role. It provides a clear long-term pathway into leadership within a highly respected CPA firm known for its collaborative culture, strong client relationships, and commitment to professional excellence.</p>
<p>You&rsquo;ll work alongside experienced professionals in an environment that values technical expertise, responsiveness, and personalized client service. The firm offers exposure to a diverse client portfolio across industries, creating opportunities to expand both your technical and advisory capabilities.</p>
<p>With hybrid flexibility, strong compensation, leadership growth potential, continuing professional education support, and the opportunity to eventually sign tax returns on behalf of the firm, this role is ideal for an experienced CPA seeking long-term stability, influence, and career progression within public accounting.</p></div>

Sr Tax CPA/Tax Manager

Salt

<div>
 <p>
  <strong>
   Customer Transformation Manager &ndash; Power &amp; Utilities
  </strong>
 </p>
 <p>
  <strong>
   Doha, Qatar
  </strong>
 </p>
 <p>
  <strong>
   Up to 25,000 QAR per month
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
  Are you passionate about helping organisations transform the way they engage with their customers
 </p>
 <p>
  <br/>
 </p>
 <p>
  ?
  <br/>
  My client are looking for an experience
  <strong>
   d Customer Transformation Manag
  </strong>
  er to join a leading consulting practice in Riyadh, working with some of the region's most prominent Power &amp; Utilities organisations. This is an exciting opportunity to drive large-scale customer transformation programmes, helping clients create customer-centric operating models, enhance service delivery, and leverage digital innovation to improve customer experience and business performanc
 </p>
 <p>
  e.The Opportuni
 </p>
 <p>
  <br/>
 </p>
 <p>
  ty
  <br/>
  As a Customer Transformation Manager, you will play a key role in shaping and delivering customer transformation strategies for major utilities organisations across the Middle East. Working closely with senior stakeholders, you will help organisations improve customer satisfaction, increase operational efficiency, and accelerate digital adoption through innovative customer-focused solutio
 </p>
 <p>
  <br/>
 </p>
 <p>
  ns.
  <br/>
  You will lead strategic transformation initiatives spanning customer experience, operating model design, digital channels, analytics, sustainability programmes, and customer engagem
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   ent.
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   Key Responsibil
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 </p>
 <ul>
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   itiesDevelop and deliver customer transformation strategies and roadmaps aligned to business object
  </li>
  <li>
   ives.Design and implement customer operating models across contact centres, digital channels, and key account management funct
  </li>
  <li>
   ions.Lead customer journey mapping exercises and identify opportunities to improve customer experience and service deli
  </li>
  <li>
   very.Drive customer-centric transformation initiatives across business and technology t
  </li>
  <li>
   eams.Monitor and improve customer performance metrics including customer satisfaction, digital adoption, and cost-to-s
  </li>
  <li>
   erve.Build customer intelligence capabilities through segmentation, analytics, and customer insight progra
  </li>
  <li>
   mmes.Support the design and delivery of customer-focused sustainability initiatives, including energy efficiency and demand-side management progra
  </li>
  <li>
   mmes.Develop innovative customer use cases leveraging AMI and smart metering technologies, including consumption insights, usage alerts, billing transparency, and demand response progra
  </li>
  <li>
   mmes.Support business development activities, proposal development, and client relationship manage
  </li>
  <li>
   ment.Engage with senior client stakeholders and act as a trusted advisor throughout transformation progra
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   mmes.
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   Requir
  </strong>
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 <ul>
  <li>
   ements10+ years of experience in customer transformation, customer experience, customer operations, or related discip
  </li>
  <li>
   lines.Strong experience within the Power &amp; Utilities s
  </li>
  <li>
   ector.Proven track record delivering large-scale customer transformation initia
  </li>
  <li>
   tives.Previous consulting experience within a Big 4 or leading management consulting
  </li>
  <li>
   firm.Experience designing customer operating models and customer journey transformation progr
  </li>
  <li>
   ammes.Strong understanding of customer analytics, segmentation, and customer intelligence capabil
  </li>
  <li>
   ities.Knowledge of digital customer channels, contact centre transformation, and customer service optimis
  </li>
  <li>
   ation.Familiarity with smart metering, AMI technologies, and customer-facing utility programmes is highly desi
  </li>
  <li>
   rable.Excellent stakeholder management and communication s
  </li>
  <li>
   kills.Demonstrated leadership experience managing teams and client engage
  </li>
 </ul>
 <p>
  ments.Why
 </p>
 <ul>
  <li>
   Apply?Work on some of the largest transformation programmes across the Middle
  </li>
  <li>
   East.Partner directly with senior executives and industry le
  </li>
  <li>
   aders.Drive innovation in customer experience, digital transformation, and sustainab
  </li>
  <li>
   ility.Join a globally recognised consulting organisation with exceptional career growth opportun
  </li>
  <li>
   ities.Be part of a collaborative and high-performing team shaping the future of the utilities s
  </li>
 </ul>
 <p>
  <br/>
 </p>
 ector.
</div>


Customer Transformation Manager

Claire Myers Consulting

<div>
 <p>
  <strong>
   LOCATION:
  </strong>
  Hybrid (Park City, UT)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   COMPENSATION:
  </strong>
  $60,000 &ndash; $70,000 base salary + discretionary bonus + benefits
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Overview:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.
 </p>
 <p>
  The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is hybrid and ideal for someone who thrives in a role with clear ownership of operations and processes.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  &bull; Serve as the primary administrative and operational support to the advisor
 </p>
 <p>
  &bull; Manage calendar, scheduling, and meeting coordination with clients and prospects
 </p>
 <p>
  &bull; Prepare for client meetings (agendas, materials, follow-ups, task tracking)
 </p>
 <p>
  &bull; Handle client service needs including account maintenance, paperwork, and general inquiries
 </p>
 <p>
  &bull; Coordinate and track workflows to ensure tasks are completed accurately and on time
 </p>
 <p>
  &bull; Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)
 </p>
 <p>
  &bull; Organize and maintain CRM and client data; ensure clean, consistent records
 </p>
 <p>
  &bull; Identify inefficiencies and implement improved systems and processes
 </p>
 <p>
  &bull; Support general business operations and act as a &ldquo;catch-all&rdquo; for day-to-day needs
 </p>
 <p>
  &bull; Provide light sales support by helping manage outreach follow-ups and client touchpoint
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   Qualifications:
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  &bull; 3&ndash;8+ years of administrative, operations, or client service experience (financial services a plus, not required)
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  &bull; Highly organized with strong attention to detail and follow-through
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  &bull; Ability to take initiative and work independently in a remote environment
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  &bull; Strong communication skills; professional and client-friendly demeanor
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  &bull; Tech-savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)
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  &bull; Process-oriented mindset with a desire to build and improve workflows
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  &bull; Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through
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  &bull; Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity
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Administrative Assistant (Client Service & Operations Support)

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