Client Solutions Manager

As a Client Relationship Manager at Boomtrain, you will:Establish and nurture high-value, consultative relationships with our clients.Champion the Boomtrain product suite, providing comprehensive training and support to ensure customers maximize their usage.Proactively identify opportunities to expand customer engagement and introduce additional Boomtrain solutions.Achieve and maintain a 100% renewal rate by ensuring client satisfaction and success.Foster a vibrant community of customers who exchange best practices and thrive in the Boomtrain ecosystem.Enhance the performance of our Relationship Management team through improved collaboration and operational efficiencies.Oversee project timelines with the Solutions team for seamless onboarding and consistently exceed customer KPIs.Address and resolve client issues promptly by coordinating with Boomtrain Solutions and Technical Support teams.

We are seeking a talented Consulting Actuary / Client Relationship Manager (CRM) to join our team. This position is available for individuals residing in San Francisco, Los Angeles, Phoenix, or Denver. The CRM will be instrumental in managing a portfolio of business within the West Region, focusing primarily on the Public Sector market.The Opportunity: This is a multi-dimensional role that presents a unique chance to drive the growth of our public sector retirement benefits consulting services. As a CRM, you will play a vital role in our regional strategy.The Role: As a CRM, your responsibilities will encompass client management, project oversight, and business development. You will hold primary accountability for maintaining client relationships, ensuring service excellence, and enhancing client satisfaction. Your role will also involve collaborating with colleagues across the organization to deliver comprehensive consulting services.Key Responsibilities:Anticipate client needs, understanding their challenges, and proposing innovative solutions.Establish strong relationships within client organizations.Drive innovation in client deliverables and enhance our industry presence.Provide strategic expertise on complex issues in the employee retirement benefits sector.Utilize your knowledge of actuarial concepts and methodologies.Work collaboratively to cultivate influential client relationships.Lead initiatives aimed at developing new business opportunities within the Public Sector.Guide client service teams and mentor junior staff, contributing to their professional growth.

Join dstaff as a Commercial Branch Relationship Manager in San Francisco, where you will play a vital role in fostering strong relationships with our commercial clients. You will be responsible for managing a portfolio of key accounts, identifying growth opportunities, and ensuring the delivery of exceptional service and solutions. If you are passionate about client engagement and possess strong communication skills, we invite you to apply!

Join reddit, Inc. as a Senior Client Partner in our Large Customer Sales division focused on the Retail sector. In this pivotal role, you will leverage your expertise in client relationships to drive strategic initiatives and deliver exceptional results for our retail partners. Your ability to understand client needs, coupled with your experience in the retail landscape, will empower you to create tailored solutions that foster long-term partnership growth.Key responsibilities include leading sales strategies, engaging with key stakeholders, and collaborating with cross-functional teams to enhance client satisfaction and engagement. The ideal candidate is a strategic thinker who thrives in a fast-paced environment and is passionate about leveraging technology to elevate customer experiences.

Brex provides an intelligent finance platform designed to help businesses manage spending and operate efficiently in over 200 markets. The platform combines global corporate cards, banking solutions, and spend management tools, giving founders and finance teams greater control and visibility. Automation powered by AI reduces manual expense and accounting tasks, allowing clients to focus on their core work. Well-known companies such as DoorDash, Coinbase, and Robinhood rely on Brex for their financial operations. The Go-To-Market team at Brex focuses on driving revenue and business growth. Team members identify new opportunities, bring in customers, and maintain strong relationships with existing clients. Both individual and team successes are recognized and rewarded, creating a competitive yet supportive workplace. Role overview The Relationship Manager for Startups supports startup clients by guiding founders and finance leaders. This role connects clients with the right resources and ongoing support to help their businesses expand. Success in this position depends on strong communication skills, a thorough understanding of Brex’s products, and familiarity with the startup ecosystem. An authentic interest in helping entrepreneurs reach their goals is important. Location and work model This position is based in San Francisco, California, with a hybrid work arrangement. Team members are expected in the office at least three days each week (Monday, Wednesday, and Thursday). Brex also offers up to four weeks of fully remote work per year.

Join our client, a prominent U.S.-based commercial bank renowned for its comprehensive financial services, with particular expertise in international trade and small business lending. They provide a diverse range of products including export-import financing, commercial real estate loans, business and personal checking and savings accounts, as well as cutting-edge digital banking solutions. The bank is on the lookout for skilled Relationship Managers to bolster their expanding team. As a Relationship Manager, you will play a pivotal role in originating, managing, and enhancing the bank’s portfolio. Your focus will be on businesses requiring operating lines of credit, equipment financing, working capital, and other lending structures secured by real estate collateral. You will also assess, evaluate, and either approve or recommend customer applications for commercial loans.Beyond technical lending proficiency, the ideal candidate will act as a trusted advisor to business owners. Possessing strong business acumen, patience, innovative thinking, and a deep understanding of clients’ operations and financial needs is essential. This is not a conventional banking role; we seek a thoughtful, solutions-oriented advisor capable of creatively leveraging the bank’s products and confidently proposing effective loan structures.

At Intercom, we are redefining customer engagement through innovative AI-driven solutions. We empower businesses to provide exceptional customer experiences with our cutting-edge AI agent, Fin. This advanced agent enables organizations to deliver seamless, round-the-clock support, transforming customer interactions into meaningful engagements. Our integrated Customer Service Suite enhances support for more complex inquiries, ensuring that customer needs are met with precision and care.Founded in 2011, Intercom has become a trusted partner for nearly 30,000 businesses worldwide, setting a new benchmark in customer service. Our commitment to pushing boundaries, fostering rapid innovation, and delivering unparalleled value to our clients drives our success.What’s the Opportunity?As a Mid-Market Relationship Manager, you will play a pivotal role in our growth strategy, taking initiative to maximize customer potential. You will manage a portfolio of dynamic mid-market clients, guiding them to harness the full capabilities of Intercom's offerings. We pride ourselves on cultivating a world-class sales organization: fast-paced, ambitious, and driven by results.Our approach to sales is unique; we believe in partnership over pitch. We invite our clients to integrate Intercom as the core of their operations, necessitating sales professionals who can envision beyond the immediate, act swiftly, and operate with integrity.At Intercom, your development is a priority. We are dedicated to nurturing the growth of every Relationship Manager, embedding personal and professional advancement into our culture. In this energetic environment that rewards ownership, creativity, and ambition, you will find opportunities to influence outcomes and leave your mark.Your Responsibilities:Manage and enhance a portfolio of mid-market clients, driving substantial revenue growth, customer retention, and long-term loyalty.Engage with senior executives to identify challenges, propose AI-driven solutions, and directly link Intercom's platform to measurable business success.Develop and implement strategic territory plans that focus on upselling, cross-selling, and multi-unit expansion, grounded in data-driven insights.Collaborate across departments with Marketing, Product, and Customer Success to translate customer needs into innovative product offerings and go-to-market strategies.

About Air AppsAt Air Apps, we challenge conventional thinking and drive innovation at a rapid pace. Founded by a family in 2018 in Lisbon, Portugal, our mission is to revolutionize resource management with our groundbreaking AI-powered Personal & Entrepreneurial Resource Planner (PRP). With over 100 million downloads globally and offices in both Lisbon and San Francisco, we are a self-funded company committed to making a significant impact on how people plan, work, and live.We pride ourselves on pushing the boundaries of AI-driven solutions that make a real difference in people's lives. Here, you will be a pivotal creative contributor, crafting products designed to empower individuals around the world.Join us in our quest to redefine resource management and positively influence lives.The RoleAs a CRM Specialist at Air Apps, your primary responsibility will be to manage and enhance our customer relationship management (CRM) systems and email marketing initiatives. You will spearhead drip marketing, customer segmentation, automation, and lead nurturing strategies aimed at boosting customer engagement and retention.This position demands proficiency in CRM platforms such as HubSpot, Marketo, Salesforce, or Klaviyo, alongside a strong grasp of email marketing best practices, automation workflows, and data-driven strategies for optimization.

About Us At Office Hours, we empower individuals to monetize their knowledge by connecting them with those seeking insights. Our platform enables users to establish knowledge profiles and receive consultation requests or survey opportunities tailored to their expertise. Businesses can swiftly navigate our marketplace to engage with thousands of advisors ready to share their valuable insights. Our Vision We believe that human knowledge is the most invaluable asset in today’s world. Despite our interconnectedness, much of this knowledge remains untapped and stored within individuals. Our mission at Office Hours is to unlock this potential and facilitate a knowledge-sharing economy through innovative tools. Based in San Francisco, we are supported by leading marketplace operators and our clientele includes dynamic digital health companies, emerging software startups, venture capital firms, and top consulting agencies. Role Overview As a Client Solutions Manager, you will take ownership of a portfolio of enterprise clients, driving their growth through strategic account acquisition and expansion initiatives. You will lead a high-performing team while focusing on enhancing client relationships and fostering team development. Your clientele will primarily consist of well-known investment firms within the region. This dynamic role requires a client-centric approach with an emphasis on developing growth strategies, executing projects, and mentoring top talent. As a primary contact for our clients, you will collaborate with our product and engineering teams to relay insights that inform product enhancements. We seek candidates who have a track record in managing client-facing teams, especially in enterprise business development or customer success. The ideal applicant thrives in challenging environments and is eager to tackle the complexities of client portfolio growth while nurturing high-performance teams.

As a Relationship Manager II/III at dstaff, you will play a pivotal role in nurturing and maintaining client relationships. You will be responsible for understanding client needs, providing tailored solutions, and ensuring high levels of client satisfaction. Your expertise will drive growth and retention, making you an essential part of our team.We are looking for a dynamic professional with a passion for relationship management and a proven track record of success in a similar role. If you are ready to take your career to the next level and work in a vibrant city like San Francisco, we want to hear from you!

Join reteam as a Customer Success Manager, where you will be instrumental in enhancing customer satisfaction and retention. Your role will involve engaging with clients, understanding their needs, and ensuring they derive maximum value from our services.As a key player in our team, you will collaborate closely with various departments to drive customer success initiatives. Your expertise in customer relationship management will be vital in fostering long-term partnerships.

As a Customer Success Manager at Checkr, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our platform. Your primary focus will be to foster strong relationships with our customers, guiding them through the onboarding process and providing ongoing support. You will leverage your expertise to help clients navigate our services, ensuring they maximize value from our offerings.Join us in creating a positive customer experience by addressing inquiries, resolving issues, and proactively identifying opportunities for improvement. Your ability to communicate effectively and your passion for customer satisfaction will be essential in driving retention and growth.

Join our dynamic team at EPIC Insurance Brokers & Consultants! We are proud to be one of the fastest-growing firms in the insurance sector, driven by our dedicated team who embody our core values and strive for excellence every day.Founded in 2007 and headquartered in San Francisco, we have expanded to over 3,000 employees across the nation. Our extensive knowledge of local markets and industry expertise enables us to effectively support our clients' diverse regional and global needs. As we continue to grow, we are seeking passionate individuals who want to make a difference.Our guiding principles include an owner mindset, inspiring trust, thinking big, and driving results. If these values resonate with you, we invite you to apply and become a part of our exceptional team!Position Overview:The Employee Benefits Client Manager collaborates with Producers and Client Executives to execute and manage clients' employee benefits strategies. This role encompasses marketing activities and daily client engagement, which includes plan marketing, analyzing renewal designs, preparing communication materials, conducting open enrollment meetings, and addressing the daily needs of our clients.

Join Pinterest as a Senior Client Account Manager, where you will play a pivotal role in fostering relationships with our clients. You will leverage your expertise to ensure client success and satisfaction, driving engagement with Pinterest’s innovative platform.In this dynamic position, you will be responsible for managing multiple client accounts, developing strategic plans, and collaborating with cross-functional teams to deliver exceptional service. Your ability to analyze client needs and tailor solutions will be crucial in enhancing client retention and growth.

Join Our Team as an Engagement ManagerAt Mercor, we are pioneering the convergence of labor markets and artificial intelligence research. Collaborating with top AI laboratories and enterprises, we provide the crucial human intelligence necessary for AI development.With a vast talent network, we train cutting-edge AI models akin to how educators nurture students, sharing invaluable knowledge, experiences, and context that cannot be encoded. Currently, our network comprises over 30,000 experts who collectively earn more than $2 million daily.We are redefining a new category of work where expertise fuels AI progress. To achieve this, we need a driven, fast-paced, and dedicated team. You will collaborate with researchers, operators, and AI companies that are at the forefront of transforming societal systems.Mercor is a successful Series C company with a valuation of $10 billion, and we operate in-person five days a week from our new headquarters in San Francisco.Your Role and ResponsibilitiesAs an Engagement Manager, you will be responsible for nurturing and expanding key customer relationships across application-layer companies, research labs, and enterprise clients. You will act as the primary contact from evaluation through delivery, working closely with technical and business stakeholders to facilitate training and deployment, troubleshoot issues, and ensure an exceptional customer experience.This position requires collaboration across product, operations, and engineering teams to effectively manage timelines, support execution, and extract insights that propel account growth. You will also play a vital role in driving revenue expansion by leading commercial processes for both new and existing customers and assisting leadership in identifying and overcoming growth obstacles in a rapidly evolving AI landscape.

The Client Success Manager at meetmarvin focuses on building strong relationships with clients and helping them achieve success with the company's solutions. This position centers on guiding clients through onboarding, offering ongoing support, and ensuring they get the most value from meetmarvin's services. Role overview This role involves working closely with new clients to set them up for success from day one. The Client Success Manager also provides continued support, answers questions, and helps resolve any issues that arise throughout the client journey. What you will do Onboard new clients and introduce them to meetmarvin's offerings Offer ongoing support and address client needs as they use the platform Build and maintain strong relationships to encourage client retention and satisfaction Help clients understand and maximize the value of meetmarvin's services

Join maxrte as a Client Onboarding Manager and take the lead in ensuring our clients have an exceptional onboarding experience. In this fully remote role, you will work closely with clients to understand their needs, guide them through our processes, and ensure they are set up for success from day one. Your expertise in client relations, attention to detail, and proactive problem-solving will be key to building lasting partnerships.

Casap is an innovative Series A startup located in San Francisco, founded by seasoned product leaders from Robinhood and Chime. Our mission is to revolutionize banking operations by developing an autonomous banking platform from the ground up. We are initially focusing on automating dispute and chargeback resolution, and our product has already garnered praise from customers and industry experts. Casap is proudly backed by Lightspeed Ventures, Primary Ventures, and a diverse group of strategic investors and partners.We are seeking a dynamic Senior Account Executive (official title: Director of Strategic Relationships) to take ownership of and successfully close deals with our most esteemed bank, credit union, and fintech prospects.This is a unique opportunity to capture a thriving market at an opportune moment. Customers are enthusiastic about our product, with some even using “Casap” as a verb. With a strong product-market fit and a robust pipeline generation engine established, you will concentrate on navigating qualified, high-value opportunities through the sales cycle. You will collaborate closely with a dedicated Senior Strategic BDR (our Directors of Growth) focused on a specific territory of strategic accounts, driving pipeline generation alongside you.We are not in search of individuals who require constant guidance; instead, we are looking for someone with a pioneering spirit who can thrive without the influence of a major company brand and contribute to meaningful advancements in financial services.

Join Hive as a Client Partnerships Manager, where you will lead and oversee our client partnership initiatives, collaborating closely with our executive team and managing a talented team of analysts. You will play a pivotal role in driving business growth by nurturing relationships with key clients and partners, while also contributing to business development and client success strategies. We're looking for a dynamic leader with a versatile skill set, who is eager to step into various roles and contribute to diverse projects. A passion for startups and artificial intelligence is essential.