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Client manager • charleston sc

[last_updated.last_updated_variable_days]
  • [promoted]
Client Success Manager

Client Success Manager

Perseus Operating Group (Constellation Software)Charleston, SC, US
[job_card.full_time]
The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals. They anticipate and address evolving client needs, ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Service Manager Trainee - Achieve January 2026

Client Service Manager Trainee - Achieve January 2026

Arthur J Gallagher & CoCharleston, SC, US
[job_card.full_time]
Join Gallagher's Achieve Program.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be ba...[show_more][last_updated.last_updated_variable_days]
Client Service Manager Trainee - Achieve January 2026

Client Service Manager Trainee - Achieve January 2026

Arthur J. Gallagher & CompanyCharleston, SC, United States
[job_card.full_time]
Every day presents new challenges, ensuring your work remains dynamic and engaging.As a program participant, you will : Work cross-functionally to provide exceptional service to various internal and...[show_more][last_updated.last_updated_variable_days]
Remote Commercial Lines Account Executive | Client Service Manager

Remote Commercial Lines Account Executive | Client Service Manager

APRCharleston, SC, US
[filters.remote]
[job_card.full_time]
Commercial Lines Account Executive | Client Service Manager.As a Commercial Lines Account Executive or Client Relationship Manager in our dynamic insurance team, you'll act as a primary agent f...[show_more][last_updated.last_updated_30]
  • [promoted]
Global Client Manager (IP Transit)

Global Client Manager (IP Transit)

NTT DATACharleston, SC, US
[job_card.full_time]
Continue to make an impact with a company that is pushing the boundaries of what is possible.At NTT DATA, we are renowned for our technical excellence, leading innovations, and making a difference ...[show_more][last_updated.last_updated_30]
  • [promoted]
Captive Client Service Manager (Accounting)

Captive Client Service Manager (Accounting)

Marsh & McLennanCharleston, SC, US
[job_card.full_time]
Captive Client Service Manager - Accounting.We are seeking a talented individual to join our Captives team at Marsh as a Captive Client Service Manager - Accounting. This role can be based in any US...[show_more][last_updated.last_updated_30]
Captive Client Service Manager (Accounting)

Captive Client Service Manager (Accounting)

US003 Marsh Management Services Inc.Meeting,Charleston
[job_card.full_time]
We are seeking a talented individual to join our Captives team at Marsh as a Captive Client Service Manager - Accounting. This role can be based in any US office location.This position is responsibl...[show_more][last_updated.last_updated_30]
Client Delivery Manager

Client Delivery Manager

VirtualVocationsCharleston, South Carolina, United States
[job_card.full_time]
A company is looking for a Client Delivery Manager.Key Responsibilities Oversee and drive large, high-impact projects from initiation to completion Act as a strategic consultant for clients, ens...[show_more][last_updated.last_updated_30]
  • [promoted]
Work From Home Client Support Manager

Work From Home Client Support Manager

Global Elite TexasNorth Charleston, South Carolina, USA
[filters.remote]
[job_card.full_time]
Step into our legacy of serving working class families since 1951 providing life accident and supplemental health products to safeguard members of labor unions credit unions associations and their ...[show_more][last_updated.last_updated_variable_days]
Home Care Client Services Manager

Home Care Client Services Manager

BAYADAMount Pleasant, SC
[job_card.full_time]
BAYADA Home Health Care has an immediate opening for a .Mount Pleasant, SC Assistive Care Office.If you are looking for an exciting career opportunity in a growing industry, a Client Services Manag...[show_more][last_updated.last_updated_variable_days]
Client Service Associate

Client Service Associate

GrahamCharleston, SC
[job_card.full_time] +1
[filters_job_card.quick_apply]
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[show_more][last_updated.last_updated_30]
Client Service Manager

Client Service Manager

AscensusCharleston, South Carolina
[job_card.full_time]
Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team e...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Contact Solution Project Manager

Client Contact Solution Project Manager

StaffingCharleston, SC, US
[job_card.temporary]
Client Contact Solution Project Manager.Address : Atlanta, GA (Remote) 12 Months Contract Position This position is remote based, but the candidate must reside in the Metro-Atlanta area.Client Conta...[show_more][last_updated.last_updated_30]
Water / Wastewater - Client Services Manager

Water / Wastewater - Client Services Manager

Ardurra Group, Inc.North Charleston, SC, US
[job_card.full_time]
WK Dickson (an Ardurra Company) is looking to hire an experienced.Water / Wastewater Client Services Manager.Our innovative water and wastewater engineers collaborate closely with clients to plan, d...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Associate

Client Associate

South Carolina StaffingCharleston, SC, US
[job_card.full_time]
Client Associate In Wealth And Investment Management.Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Assist Financial Advisor(s) collea...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalMount Pleasant, SC, US
[job_card.full_time]
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...[show_more][last_updated.last_updated_30]
Merrill Market Client Relationship Manager

Merrill Market Client Relationship Manager

Bank of AmericaCharleston
[job_card.full_time]
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Offic...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Services Representative

Client Services Representative

WealthfrontCharleston, SC, US
[job_card.full_time]
Client Services Representative.The traditional financial industry was not built to put the interests of clients first.At Wealthfront, we're committed to building products and services that are desi...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

Apollon Wealth ManagementMount Pleasant, SC, US
[job_card.full_time]
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role...[show_more][last_updated.last_updated_30]
Client Success Manager

Client Success Manager

Perseus Operating Group (Constellation Software)Charleston, SC, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Success Manager

The Client Success Manager (CSM) plays a pivotal role in guiding clients, fostering strong relationships, and advocating for their business goals. They anticipate and address evolving client needs, focusing on retention, growth, and collaboration with Sales, Product, Finance, and Marketing. Acting as the primary contact for key clients, CSMs manage high-level relationships, maintain communication, and oversee the overall client experience. They serve as a bridge between various internal groups, ensuring seamless coordination and delivery of services. Working closely with Business Relationship Managers (BRMs), CSMs develop strategies that ensure client satisfaction and retention, requiring a blend of strategic planning, communication, and analytical skills to drive long-term success.

Responsibilities :

  • Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service.
  • Build trusted advisor relationships with key operational leaders at client organizations.
  • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.

Client Success and Retention :

  • Strategically focus on ensuring the overall success and retention of Optimal Blue clients.
  • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement.
  • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI.
  • Formulate and manage an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client.
  • Renewals and Revenue Growth :

  • Own forecasting and prioritization for client renewals within assigned accounts.
  • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
  • Team Collaboration and Leadership :

  • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships.
  • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
  • Additional Responsibilities :

  • Create referenceable customers through case studies, reference calls, and speaking engagements.
  • Stay informed about new release changes, new products, and industry trends.
  • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).
  • Perform other related duties as assigned.
  • Education & Experience :

  • Bachelor's degree or an equivalent combination of education, training, and work experience.
  • At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
  • Proven business experience and demonstrated technical capabilities.
  • Qualifications :

  • Experience working with mortgage lenders highly preferred.
  • Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
  • Passionate about enhancing client experience and dedicated to customer satisfaction.
  • Enjoys the process of selling without necessarily focusing on selling a product.
  • Skilled in creating and delivering persuasive proposals and presentations.
  • Capable of synthesizing complex information and presenting it clearly and concisely.
  • Possesses a blend of business and technical acumen, able to contribute value in discussions on both technology and business strategy.
  • Competencies :

  • Outstanding interpersonal skills with a "Get it Done" attitude.
  • Ability to work in a fast-paced, dynamic environment.
  • Naturally curious and investigative.
  • Effective problem-solver and solution-finder.
  • Adaptable and able to handle changing circumstances with ease.
  • Driven by a strong internal motivation and competitive desire to succeed.
  • Maintains composure and stays calm under pressure.
  • Demonstrates excellent leadership, management, and coordination skills with a proactive approach.
  • Comfortable interacting with contacts at any level, including those from large enterprises.
  • Proficient in handling challenging clients or situations and driving mutually agreeable outcomes. Committed to listening to and understanding diverse perspectives.
  • FLSA Designation (US Only) : Exempt

    Salary Range (US Only) : The estimated base salary range for this role in the United States is $73,600.00 - $110,400.00 per year.

    Other Compensation (US Only) : Not Applicable

    Benefits (US Only) : Full time employees will also be eligible for enrollment in a wide range of choices of benefits, including medical, dental, vision, basic life insurance, short / long term disability, 401(k) participation (with company match).

    Time off (US Only) : The Company provides a minimum of 10 days of vacation for new employees, sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

    We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law. Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.