Client Manager/Sr. Client Manager

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.

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.

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.

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

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.

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.

About UsAt Office Hours, we bridge the gap between organizations and a diverse network of trusted experts across various fields. Our mission is to empower experts to monetize their knowledge through advisory roles, projects, and AI model training, while we manage the complexities of screening, compliance, scheduling, and payments. This allows for a seamless focus on delivering impactful insights.We are a rapidly growing, profitable company headquartered in San Francisco, with additional offices in Brooklyn and Bangalore. Our clientele includes leading digital health companies, tech innovators, investment firms, consulting agencies, and AI Labs, all backed by prominent marketplace investors from firms like DoorDash, Airbnb, and Affirm.Our VisionWe believe human knowledge is the most valuable asset on the planet. Despite our interconnectedness, much of this knowledge remains untapped. Our goal is to democratize access to this wealth of information, making it scalable through innovative tools tailored for the knowledge economy.Role OverviewAs a Client Solutions Manager, you will spearhead the growth of a portfolio of enterprise clients, crafting and executing strategies for both account acquisition and expansion. You will lead and nurture a high-performing team, ensuring that your client base, which includes the most esteemed investment firms, flourishes under your guidance.This dynamic, client-facing position emphasizes the importance of portfolio growth and team development. Your focus will be on formulating and implementing growth strategies, managing projects, and mentoring top talent. As a key contact for our clients, you will collaborate closely with our product and engineering teams to translate client insights into actionable product enhancements.We are seeking candidates with a robust background in managing client-facing teams in enterprise business development and/or customer success. If you thrive on challenges and are passionate about driving client growth and team excellence, we want to hear from you.Your ResponsibilitiesDevelop and implement strategies for acquiring new enterprise clients and expanding existing accounts.Recruit, mentor, and cultivate top talent to ensure a high-density of skills within your team.

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.

About This Role:We are seeking a dedicated Client Relations Associate who is enthusiastic about enhancing client experiences through proactive support and effective relationship management. In this pivotal role, you will oversee a designated portfolio of clients, ensuring they receive exceptional service that fosters satisfaction, retention, and enduring value.As the primary liaison for our clients, you will connect them with the appropriate technical resources, keep them informed, and champion their success. You will collaborate closely with our Senior Client Relations Manager, who will guide your onboarding and professional growth.Key Responsibilities:Serve as the main point of contact for a designated book of clients, owning the relationship.Conduct regular check-ins to ensure alignment and client satisfaction.Proactively track service performance, ticket trends, and client engagement metrics.Collaborate with the technical team to facilitate seamless service delivery and resolve issues.Identify opportunities for upselling or expansion and communicate these to the Senior Client Relations Manager.Assist in the renewal process and support updates to contracts.Aid in onboarding new clients, ensuring a smooth transition to technical teams.Maintain comprehensive notes, updates, and tasks within our documentation systems.About You:2+ years of experience in Account Management, Client Success, or a related client-facing role, preferably within technology, MSP, SaaS, or IT services.A college degree in communications, psychology, English, or a related field is preferred.Exceptional communication skills, with a clear, polished, and client-friendly demeanor.Strong organizational skills and the ability to manage multiple accounts simultaneously.A proactive, solution-oriented mindset.Familiarity with tools such as JIRA or similar ticketing systems is a plus.Ability to work independently in a dynamic and fast-paced environment.Benefits:‍ Comprehensive health benefits including 100% coverage for health, dental, and vision insurance for you, and 50% for dependents.

As a Client Solutions Lead at office-hours, you will be at the forefront of delivering innovative solutions to our clients. Your expertise will guide our team in creating tailored strategies that not only meet but exceed client expectations. You will collaborate with cross-functional teams to ensure seamless execution and foster strong client relationships.

Location: This position offers a hybrid work schedule, requiring presence in our San Francisco, CA office two days a week.SUMMARY:We are seeking a dedicated Client Manager to oversee Property & Casualty accounts, ensuring the highest level of service to our clients. The successful candidate will possess the knowledge, skills, and abilities necessary to excel in this role, and we are open to providing reasonable accommodations for individuals with disabilities.ESSENTIAL DUTIES AND RESPONSIBILITIES:• Serve as the primary expert resource and first point of contact for clients, addressing a variety of inquiries related to risk management, coverage eligibility, contractual issues, and compliance with government reporting. Prepare endorsements as requested and provide ongoing trend and legal updates to clients.• Analyze client data for new and renewal business, conduct market comparisons, strategize with senior-level clients, and negotiate premiums and commissions to present the best options.• Support producers in marketing and new business development by preparing presentations, proposals, and participating in client meetings.• Mentor and support team members, fostering their professional growth through training opportunities.• Establish and maintain strong client relationships, consistently building trust through effective communication and prompt resolution of issues.• Conduct in-depth analyses of client and market data to formulate insurance renewal options and negotiate terms with carriers on behalf of clients.• Ensure the team is well-informed on insurance market trends and regulatory updates.

We are seeking a dynamic and experienced Senior Product Manager to lead our Client Activation initiatives at Grow Therapy. This role is pivotal in driving product strategies that enhance user engagement and client satisfaction. You will collaborate closely with cross-functional teams to identify market needs, define product vision, and prioritize features that deliver significant value to our clients.

Overview: At Guidepoint, our Client Service teams are dedicated to enhancing our connections with both new and existing clients. We champion all of Guidepoint’s service offerings, fostering relationships and effectively communicating how we empower clients to stay informed and make informed business decisions. Our teams are committed to delivering tailored offerings designed to maximize every client’s partnership with Guidepoint. We are currently on the lookout for a skilled Account Manager (VP, Account Executive) to join our Institutional Client Service Team. In this role, you will advocate for our subscription-based research service across various business units within existing client organizations, including hedge funds, mutual funds, and private equity firms, with the aim of increasing overall service utilization. This is a Hybrid position based in our San Francisco office. Key Responsibilities: Manage a portfolio of client accounts that have been with us for over 2 years, focusing on long-term retention and growth. Lead contract negotiations, pricing discussions, renewals, and high-level commercial conversations. Drive upsell, cross-sell, and package expansions within existing accounts. Engage with clients both in person and virtually to fortify executive relationships. Identify and activate new users within existing client organizations. Collaborate with service leadership to develop account growth strategies and revenue plans. Monitor usage trends and strategically intervene to prevent client churn. Act as the senior point of contact for escalations and high-level client discussions. Work closely with client service teams to ensure seamless service delivery and client satisfaction. Qualifications: 3-5 years of experience in account management, relationship management, or consultative sales. Proven success in managing renewals and negotiating contracts. Demonstrated ability to drive upsell and cross-sell revenue. Experience managing mid-sized to large B2B client portfolios. Strong executive presence with the ability to cultivate C-level relationships. Comfortable conducting in-person client meetings. Commercially minded, proactive, and highly accountable. What We Offer: The annual base salary for this position ranges from $100,000 to $120,000, along with eligibility for an annual performance-based bonus.

Join DoorDash as the Manager of Client Success & Technical Solutions, where you will spearhead the DoorDash for Business Customer Success Team. This pivotal role involves crafting strategies and implementing scalable solutions to ensure smooth onboarding, activation, and enduring customer retention. Your leadership will guide customers through their journey, from initial contact to post-launch success.As we expand our offerings for corporate clients, including catering and group orders, you will take on greater responsibility for customer health in a complex landscape. Your ability to prioritize effectively and maintain focus on impactful actions will be crucial for our customers' success.About the RoleIn this leadership role, you will manage a team of 6-9 Customer Success Managers (CSMs), overseeing coaching, performance management against KPIs, and collaborating directly with customers to gather insights that shape our initiatives and product roadmap. This position requires a proactive mindset; you will be expected to identify inefficiencies and implement tools and processes that enhance customer satisfaction and team productivity.Collaboration is key, and you will work closely with the Sales team—not merely as a handoff point but as a true partner. You will drive alignment on account health and escalations, and participate in discovery meetings to provide technical context that helps Sales position the right solutions for our clients. A solutions-first mindset is essential.Additionally, you will establish tracking and monitoring systems to ensure all deals are actively managed, providing timely updates to cross-functional partners and leadership. Your contributions will support our program strategy and structure across various initiatives, enhancing enablement, improving processes, and fostering collaboration.

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 OUR TEAM AT NTERVAL FUNDINGNterval Funding is a rapidly expanding financial services enterprise dedicated to providing real estate commission advances. We collaborate with real estate professionals across the nation, enabling them to access their earned commissions ahead of schedule. This support helps maintain consistent cash flow, fosters business growth, and offers peace of mind. Our team prioritizes speed, exceptional service, and trust, making us the preferred choice for agents focused on closing deals rather than waiting for paychecks.This position begins as part-time (20–30 hours per week, Monday–Friday) with an hourly pay range of $20–$25. WHY YOU’LL ENJOY WORKING WITH US• Competitive compensation package with opportunities for advancement• Flexible remote/hybrid working arrangements• Access to professional development and industry-specific training• A supportive, entrepreneurial environment that encourages initiative and ownership• Direct interaction with executive leadership and involvement in decision-making processes• An opportunity to thrive in a high-growth fintech sector within the real estate industry ROLE OVERVIEWAs the Client Success Representative, you will serve as the initial point of contact for real estate agents interested in our commission advance services. You will assist clients throughout the application and onboarding journey, ensuring they submit accurate documentation and prepare files for review and approval.This role emphasizes pre-approval support — ensuring agents comprehend the requirements, aiding them in completing the application, and confirming that all information is precise and ready for evaluation. You will also follow up with agents who initiated but did not complete their applications, addressing their inquiries and maintaining prompt, friendly communication throughout the process.This is a dynamic, communication-focused role that demands strong organizational skills, responsiveness, and a commitment to outstanding client service. YOUR DAILY RESPONSIBILITIES• Engage with prospective clients via phone, text, email, and chat• Guide agents through the application and documentation submission process• Review incoming documents for accuracy and completeness• Identify and resolve early blockers (missing forms, unclear dates, inconsistent information)• Follow up with agents who have not completed their applications• Prepare organized and accurate files for approval review• Maintain a high speed of response to inbound inquiries and deliver an exceptional client experience• Educate clients on next steps, documentation requirements, and timelines• Update Salesforce with client information, document status, and application progress• Collaborate internally with the operations team as files progress toward approval• Monitor application progress and ensure timely movement towards decisions WHO WE’RE SEEKING• Customer service representatives who thrive in a high-volume outreach environment• Individuals who take pride in delivering excellent client experiences and enjoy guiding others through processes

Role overview The Client Success Manager at WeaveGrid leads utility electric vehicle (EV) managed charging and virtual power plant (VPP) programs. This position holds responsibility for large-scale deployments, giving the manager autonomy to drive outcomes and remain accountable for major accounts. The work blends clean energy technology with enterprise-level program delivery. Acting as a client-facing leader, the manager serves as a trusted advisor to utility partners, helping them maximize the impact of their EV charging initiatives for both the grid and drivers. Main responsibilities Client growth Act as the primary point of contact for contracted and ongoing client programs using the WeaveGrid SaaS platform. Coordinate with internal teams and clients to successfully launch new programs. Develop and execute strategies to boost driver enrollment, working closely with clients, partners, and the WeaveGrid team. Program delivery and engagement Lead regular meetings and on-site workshops with clients. Maintain and carry out account delivery plans. Share data-driven insights proactively with clients. Support program evaluation and reporting, collaborating with third-party evaluators and regulators when needed. Manage client issues from initial triage through resolution, ensuring clear communication with all stakeholders. Cross-functional collaboration and internal alignment Champion account success as the internal point person. Balance and align priorities from both internal and external stakeholders, managing expectations around products and services. Work with the Solution Design and Integrations team on non-standard projects (such as SSO integration) and other IT implementations that support program objectives. Collaborate with Product to identify and pursue opportunities to improve conversion and retention for assigned programs. Location This role is based in San Francisco or open to candidates who can work from the San Francisco area. Local presence is preferred.

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique clientele, including individuals, families, and institutions who have made significant impacts across various sectors such as business, philanthropy, and government. Our team comprises compassionate problem solvers with diverse experiences, adept at handling complexities and overcoming challenges to help clients achieve their financial aspirations.Our mission is to enrich lives and preserve legacies.Position Overview: Associate, Client AdvisoryLocation: San Francisco, CaliforniaThe Client Advisory Team is seeking an Associate to collaborate closely with senior team members across all facets of client engagement. The successful candidate will exhibit a keen interest and aptitude in relevant topics while balancing technical expertise with strong verbal and written communication skills. Key responsibilities include but are not limited to:Collaborating with Client Advisors and clients to facilitate the advisory processFostering client relationships through direct interaction in an advisory capacity under Senior Advisor supervisionOffering strategic financial and investment guidance across clients’ entire balance sheets, including opportunities identified through clients’ networksEngaging with potential clients early in the prospecting phase to effectively communicate how Jordan Park can provide valueActing as a project manager by coordinating with internal Jordan Park experts and external advisors (tax, legal, real estate, lending, etc.) to solve problems and achieve optimal outcomes for clientsWorking with the Investment and Analyst Teams to provide portfolio reporting and perform ad hoc analyses based on requests from Client Advisors and clientsConducting financial planning and forward modeling of client balance sheetsDeveloping strategic portfolio implementation plans based on client specifics and collaborating with the investment team for execution and ongoing maintenanceEngaging in strategic discussions about client engagement with Client AdvisorsManaging projects from inception to completion and coordinating with multiple stakeholders to ensure successful outcomesAddressing diverse requests that may extend beyond typical job duties and acting as a trusted advisor for families on various matters

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.

Join Cloudflare as a Senior Sales Manager for our Digital Native clients in the East Region. In this pivotal role, you will lead our sales efforts, driving growth and fostering relationships with innovative digital businesses. You will be responsible for building a high-performing sales team, developing strategic sales plans, and executing initiatives to ensure revenue targets are met.We are looking for a dynamic leader who thrives in a fast-paced environment and has a deep understanding of the digital landscape. Your expertise will contribute to our mission of helping to build a better Internet.