Client Solutions Lead

ROLE SUMMARY:The Risk Control Client Experience & Technology Manager plays a pivotal role in enhancing operational efficiency within the Risk Control Division. This position is dedicated to fostering an exceptional "Client Experience" by identifying, developing, and implementing a suite of software tools that will be utilized by both clients and Risk Control team members. This role aims to streamline administrative tasks, thereby improving the overall performance of the Risk Control team and supporting the long-term strategic objectives. The selected candidate will collaborate closely with Risk Control Team Leaders and Industry Leaders to ensure optimal resource allocation, best practices, and cooperative efforts across all offices to drive new business and bolster client retention. Additionally, this position will manage approximately 25% of the client service workload directly associated with IMA clients to maintain a current understanding of operational demands. Key Responsibilities:Provide support to the Risk Control Team by addressing client inquiries related to software tools.Exemplify IMA’s core values while promoting a culture of diversity, equity, and inclusion among all associates.Assist Team Leaders and Industry Leaders in boosting efficiency and profitability through centralized access to resources and success stories.Engage professionally with teammates, Market Leaders, Producers, and Account Executives to enhance client retention and secure new business opportunities.Serve as a trusted advisor on data initiatives, such as Loss Source Analysis and Safety Perception Surveys.Identify, develop, and sustain technology solutions for Risk Control projects as prioritized by leadership.Maintain an updated list of vetted vendors for internal and client referrals.Manage client updates using third-party software tools and negotiate renewals based on accurate usage.Act as a liaison to outsourced operational partners, providing insights for process improvements.Oversee the operational aspects of vendor relationships, including agreements, billing, and legal reviews.

The Risk Manager plays a pivotal role in supporting executive leadership by crafting and executing strategic insurance solutions tailored to the organization's unique business model. Successful candidates will demonstrate a profound understanding of risk strategies that enhance business alignment, implementation of comprehensive risk and insurance solutions, and the ability to train risk owners. This position is critical in making informed decisions that cultivate profitability and bolster organizational resilience.Key Responsibilities:Identify emerging risks and opportunities to strengthen the organization’s competitive edge.Oversee the insurance renewal process, collaborating effectively with internal stakeholders, brokers, and carriers to secure optimal terms and rates.Collect, analyze, and maintain comprehensive data related to construction, occupancy, protection, exposure (COPE), revenue, payroll, and employee metrics for accurate reporting and insurance purposes.Apply advanced loss analysis and rating principles to support self-insured retention plans and establish premium allocation methodologies.Assist in the quoting process for insurance program modifications and perform due diligence for mergers and acquisitions, focusing on risk identification and cost-efficiency.Develop and manage requests for proposals for brokers and vendors; oversee the distribution of certificates of insurance.Prepare and disseminate financial reports, including loss bordereaus and carrier cost allocations, while maintaining precise loss estimates for financial planning.Collaborate with accounting and finance teams to enhance cash flow, validate premium audits, and manage internal billing and accounts receivables related to insurance.Manage claims by reviewing incident reports, coordinating with carriers and third-party administrators, and representing the organization in mediations and litigation.Utilize information management systems to generate timely and credible reports while maintaining the risk and employee database.Review contracts for risk transfer, ensure compliance with contractual insurance stipulations, and address issues within risk management programs or policies.Design and deliver training sessions to enhance organizational risk competency and serve as a knowledgeable resource for risk and insurance processes.Perform additional duties and responsibilities as assigned.

Position OverviewThe Client Success Architect II will take on a pivotal leadership role in shaping the development of enterprise data warehouses, data management, and reporting systems. This position is responsible for delivering data-driven solutions, crafting strategic roadmaps, and developing proprietary tools. A deep understanding of enterprise data models and the effective use of both relational and dimensional data sources is essential. Additionally, the role involves mentoring and developing team members.Key ResponsibilitiesReview and validate mapping sources using assigned customer data files.Proactively seek and arrange training opportunities to enhance your skills and knowledge.

As a Program Risk Analyst at AECOM, you will play a pivotal role in identifying, analyzing, and mitigating risks associated with various projects. Your analytical skills will aid in the formulation of strategies that enhance the resilience and success of project deliverables. Collaborate with cross-functional teams to develop risk management frameworks and ensure compliance with industry standards.

The construction sector stands as the second-largest industry globally, outpacing even SaaS by nearly four times, yet it often lacks the automated feedback mechanisms that modern software teams utilize. The absence of real-time visibility leads to delayed issue detection, culminating in an astounding $3 trillion in annual global waste.At Doxel, we harness the power of computer vision and artificial intelligence to revolutionize construction, providing teams with immediate insights into project progress, risk factors, and overall execution. Whether dealing with hospitals, data centers, or collaborating with field leaders and executive teams, our platform empowers better decision-making and expedited project delivery. Industry giants such as Shell, Genentech, HCA Healthcare, Kaiser, Turner, and Layton trust Doxel for their project needs.Our automated progress tracking solution ensures teams have clear and accurate data on project status, enabling them to determine where things stand today, predict future outcomes, and make informed decisions to keep projects on schedule and within budget. As a result, our clients typically complete projects 11% ahead of schedule and realize savings of up to 16% on monthly cash flow.With backing from Insight Partners and Andreessen Horowitz, and a rapidly expanding team of engineers, scientists, construction experts, and enterprise sales professionals, we are dedicated to driving success for our customers.Join us in our mission to reshape the $15 trillion construction industry!

The Export Control Compliance Manager plays a pivotal role in shaping and executing strategic policies related to export controls and sanctions laws across the global Robert Bosch network. This position is integral to translating these policies into actionable frameworks at regional levels, serving as a key liaison between the global team and local entities.In this position, you will be an essential member of the global Export Control Officer team, specifically overseeing compliance for the Home Comfort division and potentially other Bosch entities in the United States.Key Responsibilities:Lead the implementation and oversight of the regional Export Controls Officer group.Develop strategic policy initiatives in alignment with current and anticipated export controls and sanctions regulations, incorporating global Bosch directives.Establish and manage effective risk mitigation strategies tailored to the region.Define and enforce mandatory compliance controls and checkpoints.Promote ongoing improvements in standardization and operational efficiency.Guide the business in adhering to all relevant policies and directives effectively.

WHO WE AREZeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that utilizes cutting-edge artificial intelligence (AI) and vast consumer data to streamline customer acquisition, growth, and retention for marketers. With the Zeta Marketing Platform (ZMP), we aim to simplify sophisticated marketing by unifying identity, intelligence, and omnichannel activation within a single platform, backed by one of the largest proprietary databases in the industry. Our enterprise clients across diverse industries are equipped to deliver personalized consumer experiences on an individual level through every marketing channel, driving better outcomes for their marketing initiatives. Founded in 2007 by industry leaders David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City and has a global presence. Discover more at www.zetaglobal.com.THE ROLEThe Senior Client Success Manager – Programmatic is a pivotal, client-facing position responsible for ensuring the overall success of a portfolio of strategic programmatic accounts from start to finish. You will act as the primary client liaison, operational expert, and strategic partner, overseeing live campaigns, facilitating client communications, and driving performance, retention, and growth.This role demands robust programmatic knowledge, sound judgment, and the capability to work independently while closely collaborating with Sales, Analytics, and Operations teams.This role is remote and based in the Dallas, TX area.RESPONSIBILITIESTake ownership of 10+ active programmatic campaigns end-to-end across multiple accounts.Lead all client communications, including status calls, Quarterly Business Reviews (QBRs), and escalations, providing clear insights and actionable recommendations tied to business outcomes.Act as the technical lead for campaign execution, working closely with Operations to ensure campaigns are correctly set up, optimally managed, and strategically aligned (targeting, pacing, Quality Assurance, troubleshooting).Utilize a profound understanding of Demand Side Platform (DSP) functionality and optimization techniques to inform setup decisions, troubleshoot issues, and enhance performance.Provide client-ready reporting and performance insights in collaboration with the Analytics team.Proactively identify and support upsell, cross-sell, and renewal opportunities in conjunction with Sales.Work collaboratively across departments to resolve issues, enhance performance, and ensure high-quality client service.

About the Company:Industrious stands as the premier provider of premium workplace-as-a-service solutions, renowned for hosting the industry's highest-rated work environments. Our mission revolves around crafting exceptional experiences for teams of varying sizes and stages, including our own. We cherish the belief that a fulfilling workday is driven by the strength of your team and the challenges you tackle collectively. We seek individuals who are innovative thinkers and flourish in a genuinely collaborative atmosphere. As colleagues, we welcome fresh ideas and celebrate every achievement. Our goal is to make a significant impact on our members' workplace experience.Embracing authenticity is key to great days at work. The diversity of backgrounds, perspectives, and ideas is vital to our success in delivering outstanding workplace experiences, both for our members and for one another. Industrious is dedicated to fostering an inclusive and respectful environment that celebrates your uniqueness and individuality. You are valued for who YOU are, and we honor our team members as individuals capable of achieving greatness when we unite as one.We take pride in being recognized as one of America’s 500 fastest-growing companies in 2020 by Inc. Magazine and being named one of Forbes’ Best Startup Employers.For more details, visit www.industriousoffice.com/careers.About the Role:This position is a full-time, in-person hospitality role requiring on-site presence five days a week. Candidates should reside within a reasonable commuting distance to Dallas, TX. Our compensation package includes attractive commuter benefits!As a Member Experience Manager, you will be the essential problem solver, momentum builder, and experience creator for our members. You are the key connector and the familiar face everyone recognizes. Managing your own location, you will leverage your business acumen to coordinate all details and communications for seamless operations. You can confidently engage with executives and are comfortable seeking answers to any uncertainties. Your enthusiasm drives you to connect with the wider business community. Representing Industrious in your local market is a point of pride, and you actively seek potential members to ensure they have an exceptional workday. Your genuine curiosity enables you to excel in our consultative sales approach by identifying and addressing people's needs. You will orchestrate remarkable events and appreciate the hard work that goes into making them successful. Your passion for helping others is paramount.

Industrious delivers premium workplace-as-a-service solutions and is known for creating highly rated work environments. The team values collaboration, fresh thinking, and celebrating shared successes. People who enjoy working closely with others and want to make a positive impact on workplace experiences thrive here. Diversity in backgrounds and perspectives is central to Industrious’s approach. The company maintains an inclusive and respectful workplace, valuing each person’s strengths. Bringing authentic selves to work is encouraged, with the belief that it leads to better outcomes for all. Industrious was recognized among America’s 500 fastest-growing companies by Inc. Magazine in 2020 and named one of Forbes’ Best Startup Employers. More information is available at www.industriousoffice.com/careers. Role overview The Member Experience Manager is a full-time, in-person hospitality role based in Dallas. This position requires presence at the location five days a week. Candidates must live within commuting distance. The compensation package includes strong commuter benefits. What you will do Serve as the main point of contact and problem solver for members at the Dallas location Create memorable experiences and drive momentum for all members Oversee daily operations and communications to keep everything running smoothly Engage confidently with executives and business leaders Represent Industrious in the Dallas business community and build new relationships Identify potential new members and guide them to the right workspace solutions Use a consultative approach to understand and address member needs Plan and execute events that bring value and delight to members Show a genuine passion for helping others in every interaction

Join Care.com as a Senior Risk Mitigation Specialist, where you will be at the forefront of our commitment to safety and security for our users. In this role, you will assess and manage risks associated with our services, ensuring our platform remains a trusted environment for families and caregivers. Your expertise will be pivotal in shaping policies and strategies that protect our community.

As a Senior Client Success Manager - Strategic Accounts at Rithumliboard, you will play a pivotal role in nurturing and expanding our relationships with key clients. Your strategic insight will be essential in ensuring our clients achieve their business goals while maximizing the value they receive from our solutions. You will lead a team dedicated to providing top-notch service and support, ensuring client satisfaction and loyalty.

Join CCG Business Solutions as a Quality Control Manager (QCM), a pivotal leader responsible for the seamless implementation of quality policies across construction projects. In this role, you will provide technical guidance, leadership, and coordination in all aspects of quality management, working closely with project managers, superintendents, and subcontractors. The QCM is instrumental in developing and enforcing quality-related policies and procedures to achieve outstanding and compliant project outcomes.Key Responsibilities:Collaborate with Project Managers, Superintendents, and subcontractors to create processes that ensure 100% compliance and exceed project expectations.Foster teamwork within project teams and with subcontractors.Promote corporate ethics and quality as core organizational values.Maintain strong relationships with engineers, consultants, and industry associations.Assist teams in creating tailored quality management plans for each project.Ensure teams adhere to their specific quality management plans through ongoing support and follow-up.Develop and manage system templates for various DFOW activities.Prepare DFOW documentation as required by the Quality Management Plan.Participate in project meetings to provide quality insights.Conduct site visits to inspect ongoing work.Support teams with plan and constructability assessments.Interpret specifications, reference codes, and standards accurately.Review contract drawings for compliance with project specifications.Provide training and coaching to project members on identifying quality-related risks.Assist teams in risk prevention planning and execution.Collaborate closely with the Quality and Construction Science Department to leverage technological advancements for operational excellence and risk mitigation.Act as the Chief Quality Control Manager independently while coordinating all QC functions to avoid construction delays.Identify, document, and communicate deficiencies, ensuring timely corrections.Maintain comprehensive records evidencing adherence to quality control activities and tests.Efficiently identify and resolve issues, analyze information, develop alternative solutions, and facilitate group problem-solving.Review shop drawings and submittals for compliance with project specifications.Initiate and oversee the Three Phase Inspection process, ensuring all phases are implemented as designed.

We are on the lookout for a seasoned Risk Management Insurance Broker with a minimum of 3 years of B2B sales experience in the Property and Casualty (P&C) industry. In this pivotal role, you will deliver expert advice and support to clients, helping them navigate the intricate world of insurance and related programs. Ideal candidates will have:Demonstrated success as an insurance broker, particularly in property and casualty sales.A comprehensive understanding of insurance and risk management solutions to assess intricate policies and uncover cost-saving opportunities.The capability to engage with C-Suite executives to craft effective risk management strategies tailored to their insurance needs.Exceptional communication and interpersonal skills, fostering rapport and trust with clients.Join a High-Performing Team: This position offers the chance to join a team with an outstanding record in the insurance sector. Our client base spans the Construction, Manufacturing, and Food & Agriculture sectors. Over the years, we have consistently achieved double-digit growth, driven organically, and maintained a client retention rate exceeding 90%. This growth showcases our team's ability to adapt to evolving market trends, anticipate client needs, and deliver exceptional results.Unrivaled Sales Support: We empower our sales team with comprehensive resources to ensure their success, including:Expert Account Management Teams: Your clients will receive top-tier service from our skilled account management teams, designed to ensure the highest level of client care.In-House Specialists: Our team comprises specialists in compliance, HR consulting, analytics, client communications, worksite products, stop loss, and technology.Tools & Resources: You will have access to assessments, checklists, audits, and partner companies like ThinkHR and Zywave to create custom solutions for each client.We are committed to winning and have a proven history of success. Many of the top brokers in the country have made Cottingham & Butler their home, building unparalleled careers in the industry.

Unlock Your Creative Potential with Access.Join our mission to craft and deliver experiences that captivate audiences, foster connections, and ignite creativity—while enjoying the journey!We are actively seeking a Senior Manager of Marketing & Brand Experiences to be a part of our dynamic remote team across the United States. This role will require some travel to support various territories.Position OverviewAs the Senior Manager of Marketing & Brand Experiences, you will play a pivotal role in executing and coordinating activities within the Marketing team. This includes supporting both external client communications and organizing impactful internal and industry events. This position seamlessly integrates creativity, organization, and operational excellence, making you an essential contributor and project manager for marketing initiatives and signature company events.Ideal candidates will possess strong organizational skills and a flair for creativity, thriving on managing details, bringing innovative concepts to fruition, and ensuring that complex projects progress without a hitch. While this role does not involve final decision-making authority, you will be responsible for maintaining momentum—uniting the right stakeholders, tracking project progress, managing timelines and budgets, and ensuring high-quality execution of marketing and event deliverables.The Senior Manager will support Access’s most significant internal events—such as Envision (the all-company meeting), Achievers (the company incentive trip), IMEX (the annual client and industry tradeshow), and various National Sales-led client events—while also contributing to ongoing client marketing communications and brand initiatives.Your ResponsibilitiesStrategic Contributions & Thought LeadershipFacilitate the execution of Access’s marketing and brand strategy through consistent, high-quality client communications and memorable experiences.Serve as the central project coordinator for key internal meetings, events, and industry-facing activations, ensuring seamless alignment among stakeholders.Utilize creative thinking and design expertise to enhance marketing materials, event branding, and client deliverables.Implement structure, organization, and operational rigor to manage complex projects involving multiple teams, timelines, and vendors.Provide innovative ideas and solutions to boost efficiency, consistency, and impact across marketing and event initiatives.

Key Responsibilities include, but are not limited to:Exemplifies and promotes the core values of IMA.Recognizes and appreciates the significance of diversity, equity, and inclusion among all IMA team members.With moderate guidance, manages the marketing, negotiations, and placements of new and renewal business, which encompasses:Preparation of submissionsConducting market searchesPresenting to underwritersCommunicating effectively with service team members, including Account Executives and ProducersAnalyzing contracts and financial statements as requiredDrafting proposalsAssisting Producers/Account Executives in account sales, possibly involving site visits, proposal preparation, and coverage guidanceEngaging with customers and internal service teams via phone or in-person to manage accounts as necessaryProviding ongoing service for ERS placements throughout the policy term, addressing coverage inquiriesMaintaining organized account files with appropriate documentation and integrity as per IMA standardsAdvocating for claims as needed on non-complex issuesInterpreting and understanding the fundamental components of financial statementsReading, comprehending, and articulating the details of organizational chartsFamiliarity with ERS workflows and responsibilitiesEnsuring data integrity in EPIC according to workflows Required Experience and Skills include, but are not limited to:4 to 7 years of relevant experience in Executive Risk or Management Liability preferred.Bachelor’s degree preferred or equivalent experience.Technical education development (Management Liability specific classes, designations, etc.)Intermediate proficiency in Microsoft Office.Property & Casualty License required.Strong written and verbal communication skills.Ability to track all tasks against applicable deadlines.Competently manages high-volume demands accurately with minimal lead time.Responds promptly and accurately to inquiries.

Porter combines analytics and compassionate care to help clients and their members achieve better healthcare outcomes. The company coordinates care and coverage, using advanced analytics and a dedicated Care Guide team. Porter assists members as they navigate the healthcare system, arrange telehealth visits, and schedule in-home assessments, including lab and diagnostic tests. The focus is on improving quality measures, managing total care costs, supporting risk adjustment, and increasing member satisfaction. Role overview The Client Success Account Manager - Healthcare joins the Customer Success Team in Dallas, Texas. This position manages a portfolio of healthcare clients and projects. A background in account and project management within the healthcare sector is important. Porter values detail-oriented, process-driven professionals who want to make a difference in a mission-focused organization. What you will do Support the management of multiple healthcare clients and projects Work with the Customer Success Team to ensure client satisfaction and successful project delivery Develop skills in project management tools and methodologies Collaborate with cross-functional teams to achieve strong results Maintain accurate project documentation and records Requirements Experience in account and project management within the healthcare sector Attention to detail and a process-focused approach Interest in improving healthcare delivery and supporting members with empathy and clarity Enthusiasm for working in a start-up environment and contributing to meaningful change in healthcare

Company OverviewAt Olsson, we are dedicated to engineering and designing innovative solutions that enhance our communities and the environment. We pride ourselves on being responsive, transparent, and results-oriented, ensuring satisfaction for our clients and team members alike.Our firm values its people, recognizing that our greatest asset is our talented workforce. This focus fosters a creative and growth-oriented culture, enabling us to develop our employees while simultaneously advancing our business objectives. The positive impact of our approach resonates in the communities we serve.Position OverviewThe Client Manager - Site Design will act as the primary liaison for designated clients, cultivating robust relationships and ensuring exceptional client satisfaction. This role involves overseeing client service management, working closely with project managers to deliver purposeful, high-quality engineering and design solutions across various land development projects, including mixed-use, commercial, residential, and more.Key Responsibilities:Manage key client accounts, serving as the main contact and collaborating with project managers to lead effective project execution.Develop a comprehensive understanding of clients' businesses and industries to identify growth strategies and cross-sell services.Create tailored communication plans that address client needs, providing regular updates and project status reports.Focus on specific clients targeted for growth, executing strategic plans to increase engagement and service offerings.Collaborate with team leaders to secure repeat business by delivering outstanding client service.Manage client expectations and negotiate favorable outcomes.Work with internal leaders to resolve client concerns and incorporate feedback into decision-making processes.

We are seeking a passionate and experienced Director of Client Services to join our dynamic team at Wadetrim in Dallas, TX. In this pivotal role, you will lead our client services department, ensuring exceptional client satisfaction and fostering long-term relationships. You will be responsible for overseeing client interactions, managing a team of client service professionals, and collaborating with various departments to enhance our service offerings.

As a Client Partner at ThoughtWorks, you will play a crucial role in driving our software and platform initiatives forward. Your strategic vision and ability to foster strong client relationships will help us deliver innovative solutions that align with our clients' business goals. You will work closely with cross-functional teams to ensure the successful delivery of projects while identifying opportunities for growth and collaboration.