Client Service Manager Job at XY Planning Network (Bozeman)

Sales & Client Servicing Manager

We are a dynamic organization seeking a motivated Sales & Client Servicing Manag...

Location

India , Mumbai

Salary:

Not provided

Randstad

Expiration Date

February 07, 2026

Requirements

A strong understanding of sales processes and client relationship management
A proven track record in sales and business development
Proficiency in client acquisition strategies
Experience in the advertising industry
Skills in managing client accounts and ensuring their needs are met
Excellent communication, negotiation, and interpersonal skills
Adeptness at strategic planning and execution
A results-oriented approach and drive to achieve targets
An MBA/PGDM qualification
5-8 years of relevant experience

Job Responsibility

Develop and implement effective sales strategies to drive revenue growth
Manage and nurture client relationships to ensure satisfaction and retention
Identify and pursue new business opportunities and partnerships
Oversee the client servicing team, providing guidance and support
Analyze sales data and market trends to inform strategic decisions
Conduct market research to identify potential leads and target audiences
Collaborate with marketing to develop promotional campaigns
Prepare and present sales reports and forecasts to senior management

What we offer

Competitive salary package commensurate with experience
Performance-based bonuses and incentives
Comprehensive health and wellness benefits
Opportunities for professional development and continuous learning
A dynamic and collaborative work environment
Generous paid time off and holidays
Potential for career advancement within the organization
Exposure to diverse client portfolios and projects
Access to cutting-edge sales and marketing tools
Team-building activities and social events

Client Services Manager

Reporting to the Director of Global Services, the role of Client Services Manage...

Location

Australia , Perth

Salary:

Not provided

Wenco (a Hitachi Construction Machinery...

Expiration Date

Until further notice

Requirements

5+ years’ experience with fleet management products on hardware and software applications
Ability to handle remote site installations, upgrades, and software support
8+ years’ technical supervisory experience of people and resources
Ability to do standard and custom system configurations for client’s sites within the Wenco product suite
Ability to develop a scope of work for all non-standard features (custom development) on existing and new client sites
Computer Technology background (Including exposure to Linux, Cisco, Database Administration, Business Systems Analysis, Microsoft Exchange, etc.)
Must be eligible to work in Australia
Bachelor's degree in Engineering, IT, Business, or relevant discipline

Job Responsibility

Drive operational excellence in the technical aspects of work performed to support clients
Manage installations, upgrades, and integrations, including autonomous haulage systems and Open Autonomy deployments
Lead and manage the regional Services team (and subcontractors as required)
Serve as the primary point of contact with clients
Plan resource allocation at least 3 months in advance
Develop project plans and schedule project goals, milestones, and deliverables
Travel to client sites globally as required
Take operational decisions and action/delegate a mutually acceptable plan to secure client satisfaction
Identify and communicate personnel, training, resourcing, technical, and client-related needs or issues
Conduct remote support and upgrade procedures

Fulltime

Client Service Manager

Our Client Service Managers are the engine of our business. They are responsible...

Location

United Kingdom , London

Salary:

33000.00 GBP / Year

Transact

Expiration Date

Until further notice

Requirements

Experience in corporate customer service
Experience within the financial services industry
Strong communication skills
High degree of accuracy
Meticulous nature and close attention to detail
Understanding of key financial products and wrappers

Job Responsibility

Developing and maintaining relationships with Financial Advisers through understanding their requirements
Providing support to Financial Advisers and their staff to develop their understanding of the Transact platform
Handling all queries received by phone, email or letter
Processing requests to agreed service levels
Prioritising and managing your own workload throughout the day
Quality checking your own work and the work of your colleagues

What we offer

Company discretionary bonus
Excellent pension contributions
Attractive staff share scheme
BUPA health insurance
Buying and selling of annual leave
Sponsorship of relevant professional qualifications

Fulltime

Client Services Manager

Our client is a successful boutique asset manager. They are hiring a French spea...

Location

France , Paris

Salary:

Not provided

Stephen Bell Associates

Expiration Date

Until further notice

Requirements

Fluent French and English
Proven experience in institutional or wholesale asset management client services
Good understanding of the European asset management industry
Interest in financial markets
Strong communication and relationship building skills
Ability to prioritise and meet multiple deadlines in an entrepreneurial environment

Job Responsibility

Act as the primary point of contact for institutional and wholesale clients in France and several other European markets
Support the completion of RFPs, RFIs, manager and operational DDQs and ad-hoc requests from prospective and existing clients
Attend client review meetings and send follow-up reports
Deliver client onboarding, including financial analysis and coordination with transfer agents
Handle clients enquiries regarding fund features, portfolio management and market data
Manage client queries and process their portfolio requests to agreed service levels
Undertake monthly reporting for existing clients
Work with sales, fund operations and finance to resolve client services issues
Produce distribution agreements, platforms registrations and KYC in collaboration with compliance
Undertake CRM monitoring and reporting

Fulltime

Client Services Project Manager

Plan, coordinate, and manage the execution of diverse projects while ensuring al...

Location

United States , Westborough

Salary:

Not provided

SGK

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Project Management or related field
6+ years of previous project management experience
or equivalent combination of education and experience
High degree of proficiency MS Office Suite, Outlook & Internet applications
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
Solid understanding and application of mathematical concepts
Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment
Ability to work with and influence peers and senior management

Job Responsibility

Collects, analyzes and understands project requirements
Develops and maintains project plans, including documentation of project scope, objectives, deliverables, key milestones, timelines, schedules, internal and external resources, project dashboards, etc.
Communicates the project status, requirements, and structure across the Project Management team and all necessary departments
Defines potential problems and suggest alternatives based upon cost implications, time constraints, and customer quality standards
Analyzes the project’s cost structure and any significant deviations from the approved cost structure
Collaborates with manufacturing, sales/marketing, and purchasing teams in project definition, feasibility, and approval process
Manages day-to-day progress of projects including risk assessment and problem resolution
Conducts project reviews according to prescribed process/structure
Serves as the main day-to-day contact on current projects for internal project teams, clients and suppliers
Attends project planning meetings as needed

Fulltime

Client Services Manager

We are looking for an experienced leader to join our team and take ownership of ...

Location

United Kingdom , Milton Keynes

Salary:

Not provided

Impellam Group

Expiration Date

Until further notice

Requirements

Previous senior experience within MSP/RPO or an in-house recruitment environment
Strong leadership and team management capabilities
Excellent stakeholder management and relationship-building skills
Commercial awareness and experience managing budgets
Ability to work under pressure and deliver to tight deadlines
Strong analytical and problem-solving skills

Job Responsibility

Ensure fulfilment of all client vacancies in line with KPIs and SLAs
Build and maintain strong relationships with allocated client contacts
Lead and develop the onsite account team, managing client engagement and decision-making
Take full ownership of financial performance against budget for the business
Identify and pursue opportunities for customer account growth
Drive continuous service development and improvement plans
Ensure compliance with health, safety, and environmental standards

What we offer

25 days annual leave plus public holidays, and your birthday off
Company pension
Blended working
An environment where your learning and development is supported through a range of various learning tools and courses

Fulltime

Client Services Manager

This is an exciting and crucial role for Captify Australia’s growth, leading the...

Location

Australia , Sydney

Salary:

Not provided

Captify

Expiration Date

Until further notice

Requirements

1 years experience in account management or customer service experience across both managed/direct and programmatic business
Proficient use of Microsoft Excel
Excellent communicator with both internal and external stakeholders via email, phone and in person
Excellent attention to detail
Good prioritisation and time management skills
Ability to thrive in a start-up environment and hustle

Job Responsibility

Primary point of contact for agency clients on existing live accounts
Upsell on existing accounts, as well as work with Sales team to unearth new business opportunities from existing contacts
Recommend optimisations and new audiences to agency traders to increase scale of delivery and performance
Upweight - responsible for pushing campaign specific upweights
Diagnostics - working with Technical AM team and traders to ensure campaigns (both programmatic and managed) are set up using Captify best practise and delivering/pacing well
Delivering best-in-class service to clients and adhering to internal/external SLAs, managing client expectations and delivering on these to maximise growth opportunity with clients
Understanding prioritisation of accounts in line with spends or potential for future growth, building strategic account plans alongside sales leads
Working with sales leads to keep Captify front of mind for agencies, through external meetings and hot desking
Responsible for compiling campaign PCAs for Tier 1 growth accounts
Helping to identify future strategic growth for the business

What we offer

25 days holiday + bank holidays + your birthday + volunteer day
Regular shut down days, including the festive period
Access to SPILL - instant therapy support
Access to Mental Health First Aiders
Sport and wellbeing activities
Financial wellbeing support
Work from home and flexible/core working hours
Work from any Captify office in the world
Enhanced family friendly policies
Pet friendly office

Fulltime

Client Services Manager

Gummicube is looking for a dedicated Client Services Manager to lead our award-w...

Location

United States

Salary:

120000.00 - 130000.00 USD / Year

Airship

Expiration Date

Until further notice

Requirements

5+ years in account management or client services roles at a Digital Marketing Agency (or similar environment)
3+ years in leadership roles managing client services or account management teams
3+ years of marketing or advertising experience (SEO, paid marketing, performance marketing)
Experience managing enterprise accounts with contract values of $1M+ annually
Proven track record of achieving 95%+ net revenue retention in enterprise segments
Advanced Excel/Google Sheets expertise for data analysis and reporting
Experience with enterprise CRM platforms (Salesforce, HubSpot, etc.)
Project management expertise with complex, multi-phase enterprise implementations
Executive presence with ability to present to C-suite stakeholders
Strong emotional intelligence and conflict management skills

Job Responsibility

Oversee your immediate team of coordinators and day-to-day operations focused on enterprise customer success
Lead either our Account Management team focused on client relationship management or our Strategy team focused on strategic account planning
Collaborate cross-functionally with marketing, data, and creative teams to plan and support complex client needs for large accounts
Serve as liaison between the Accounts & Client Services team and Executive Leadership
Onboard and continuously train teams on Gummicube technologies, methodologies, strategies and implementation of process and compliance requirements for enterprise-level service delivery
Meet weekly with Coordinators and Sr. Coordinators to understand account performance, offering insights and guidance with strategy focused on customer success outcomes
Create cadences of account reviews, working with team members to identify areas of improvement and upsell/cross-sell opportunities across enterprise accounts
Act as the client's first line of support behind account owners, able to negotiate deliverables and timing within reason based on complex enterprise client demands and team turnarounds
Report relevant metrics and relationship notes to Executive Leadership including customer health scores, expansion opportunities, and retention risks
Analyze trends and execute marketing strategies aligned with short and long-term objectives to drive customer expansion and retention

What we offer

Equity is also offered with this role
Robust benefits package as part of our Total Rewards approach to compensation

Fulltime

Client Service Manager

XY Planning Network

Location:
United States , Bozeman

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 04, 2026

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