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Client Management Associate Jobs

8,457 active opportunities · Updated for October 2026

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Explore current client management associate jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Entrata
📍 United States• Full-time• Remote• $17 – $27/hr
3mo ago

Since 2003, Entrata has evolved from a visionary, student-led startup into a global leader in AI-driven property management technology. Today, we power the industry's most essential operating system, serving owners and residents worldwide through a comprehensive suite of intelligent leasing, payment, and communication tools powered by cutting-edge AI. With a proven track record of sustained growth and a global team of more than 2,200 employees, we offer the rare combination of established stability and high-velocity innovation. Recognized by the Silicon Slopes Hall of Fame and the Utah Business Fast 50, Entrata fosters a culture of radical transparency and entrepreneurial energy. At Entrata, we create an environment where different perspectives are valued and respected. Those perspectives challenge assumptions, strengthen our decisions, and raise the bar as we reshape the global living experience through AI-powered solutions. The Utility Auditor provides utility and invoice management services for a portfolio of clients, ensuring accurate and timely processing of community utility bills and individual resident invoices. This role works closely with internal teams and external utility providers to resolve escalated invoice issues and conduct system-generated audits. The Utility Auditor is responsible for maintaining high standards of accuracy and efficiency while managing utilities on behalf of clients. *For this role, we are considering candidates located in Arizona, Utah, Wyoming, Idaho, Texas, North Carolina, or Florida. Duties/Responsibilities Process client utility invoice data accurately and in a timely manner. Resolve invoice exceptions to ensure correct association and processing. Communicate with utility providers and vendors to address issues preventing invoice processing. Investigate and resolve discrepancies between account balances and payments. Perform system-gene

REMOTEaiauditing
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C(
14 days ago

The Position Cleo is looking for a Customer Success Associate that will work directly with existing customers and the CSM team to ensure a smooth onboarding, implementation, and renewal process. This intelligent, empathic, and high energy individual will hold responsibility within the CSM team who serve as the primary customer facing resource for all new and existing customers. Superb ability to interface with Customers, Sales, Services, Support, and Products Team is required. What You Will Be Doing Uphold Cleo’s Customer Success strategy and processes Adopt existing, and develop new, methodologies and best practices Own day-to-day interactions between Cleo and a subset of customers through 1:1 and 1:many tech touch communications Manage and facilitate cross-sell/upsell opportunities sourced within the broader Customer Experience organization. Analyze and report on customer usage data, adoption, and project status Oversee customer lifecycle processes/touch points and take clients on an optimal customer journey Drive the customer escalation process Develop ways for Customer Success to deeply understand our customers’ objectives Escalate issues appropriately to Services, Support, Product, etc. Keep accurate records, including documented customer service actions and discussions. Ensure that 100% of interactions are accurately recorded and follow ups scheduled Requirements 3-4 years working at an Enterprise Software and/or SaaS Company in a Customer Success, technical account management or a related field Strong written and verbal communications ability Proven ability to work in an environment with limited processes Experience with Open-Source solutions Experience working in a company selling applications, middleware, database, data warehouse, data integration technology or big/fast data technologies Experience with annual subscription offerings Cleo is an equal opportunity employer. All qualified applicants will receive consideration for employment withou

warehousecustomer service
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Natera
📍 Miami• $195K – $225K/yr
1mo ago

TERRITORY: Miami-Dade West (Miami Lakes, Hialeah, Kendall, Doral and Key West) POSITION SUMMARY: The Clinical Oncology Specialist (COS) position is a clinical sales role utilizing clinical oncology, pathology, customer service and reimbursement experience and expertise to support the sale of Natera’s Oncology diagnostics. The COS is a strategic partner with the other Natera sales people in their territory such as the women’s health and pharmaceutical sales teams to formulate and execute a plan of action. Accomplished through delivering approved marketing messages, strategic customer education, and implementing processes for appropriate patient identification and treatment management. PRIMARY RESPONSIBILITIES: Learn Natera products, services, processes, policies, key internal teams, as well as competitor’s products, services, policies and practices, and payer/reimbursement landscape in the territory to be effective in the COS role. Identify Key Opinion Leaders (KOLs), hospitals, clinics and physicians that are appropriate for Natera products & services in the territory and gain their trust and business. Calls on oncologists and other medical personnel to provide product information for the sale of Natera’s Oncology diagnostics. Capitalize on selling opportunities and/or to influence physician, key opinion leaders, hospitals and clinics. Responsible for the sale of the company’s oncology diagnostics products within an assigned territory or geographic region. Monitor, document and report on existing business as well as challenges and new opportunities. Escalate issues not resolved timely or to the satisfaction of the clients. Conduct business in an ethical & transparent fashion. Perform other duties as assigned. QUALIFICATIONS: Bachelor’s degree and at least 5 years of Oncology experience OR associate degree and 7 years of Oncology experience. Knowledge of local oncology market. Knowledge of oncology molecular diagnostics and personalized medicine.

customer service
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Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The job: SoFi at Work helps employers, associations, and distribution partners deliver financial wellbeing benefits that support employees across their financial journey. Our solutions include financial education and planning, student debt tools and benefits, money-management capabilities, and access to SoFi consumer products. We are seeking a customer-obsessed, commercially minded Partnership Success Manager to own and grow a portfolio of employer and workplace partnerships.This person will be the strategic day-to-day partner to HR, Benefits, Total Rewards, Payroll, and other client stakeholders—translating business objectives into activation plans that drive employee awareness, engagement, adoption, and long-term partnership value. The Partnership Success Manager owns the post-sale partnership lifecycle, from a successful handoff and implementation through employee activation, performance optimization, renewal, and surfacing partnership expansion opportunities. You will combine relationship management, program strategy, data storytelling, and disciplined execution to make SoFi at Work an indispensable financial wellbeing partner. You will partner closely with Sales, Implementations, Product, Marketing, Operations, Legal, Compliance, and SoFi consumer business teams to deliver a seamless partner and employ

salesforceExcelfinance
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DR ASHWANI KUMAR VIJ Have been retained to select 1 Regional Sales Manager. Our Client is Professionally Managed and growing Organisation, dealing into Manufacturing, Marketing and exporting of Electro-Mechanical Range of Products and Systems and is having Global Operations and a network of more than 12 Branch Offices in India and excellent network of Distributors and hold 45% Market share in India and its Production Processes are according to international standards. Job Description and Expected Skills / Key Result Areas : -Exposure and experience to cater B2C and B2B Clients. -Exposed to Superior sales and management skills with accomplishments all through his/her career. -Excellent written, oral communication and presentation skills. -Most of the regional sales manager will be traveling around 60 -70% across north India and would control the activities of sales and marketing representatives and agents. -Established track record in effective leadership talents which includes people and team development. -Meeting Sales Goals, Motivation for Sales, Territory Management, Presentation Skills, Performance Management, Building Relationships, Emphasizing Excellence, Negotiation, Results Driven, Sales Planning, Managing Profitability. Duties & Responsibilities: -Leading sales manager and develop sales operation plans with the approval of the national and global sales managers ie GM / Director. -Should be capable of managing the region assigned to them to ensure proper sales. Responsible for achieving the client or activation targets of their specified region. -Create awareness of products, conduct training and seminars for clients and sales team and focus on customer service. -Organise Product Demo Events / Seminars for customers in his region on continuous and regular basis. -Excellent presentation skills and intimate contacts with local business associations. -Growth of Region is RSM Responsibility -Appoint and develop Team for growth of business and company. -Sh

recruitmentcustomer service
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Lithic
📍 Ontario• Full-time• From C$158K/yr
6mo ago

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. We are hiring for our Treasury team Software Engineers at various levels (II and Senior) who are curious and willing to dive deep and understand our technology and domain in order to solve interesting and hard problems.The Treasury team maintains and builds the backend services that manage the flow of funds between Lithic and third parties. This includes our ledger, ACH and wire infrastructure, and associated reconciliation. The systems we maintain have high standards of reliability and correctness. You will become an expert in the card payments space. The Treasury team primarily uses Python for their tech stack. What You'll Do: Ensure high reliability and correctness for Lithic’s ledger and orchestrated funds flows Develop new features to better serve Lithic customers Ensure that the team is delivering reliable, secure, and scalable code with minimal tech debt Own initiatives from planning to launch, keeping stakeholders informed and aligned along the way Lead efforts to improve systems and processes wit

pythongitrest
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Lithic
📍 Remote• Remote• $160K – $200K/yr
10mo ago

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. We are hiring for our Treasury team Software Engineers at various levels (II and Senior) who are curious and willing to dive deep and understand our technology and domain in order to solve interesting and hard problems. The Treasury team maintains and builds the backend services that manage the flow of funds between Lithic and third parties. This includes our ledger, ACH and wire infrastructure, and associated reconciliation. The systems we maintain have high standards of reliability and correctness. You will become an expert in the card payments space. The Treasury team primarily uses Python for their tech stack. The Treasury team builds the mission-critical backend services that orchestrate the flow of funds between Lithic and external financial institutions. This includes engineering our core ledger, ACH and wire infrastructure, and high-precision reconciliation systems. As we handle the movement of money, we build our systems to the highest standards of reliability and correctness. Our team operates with a

REMOTEpythonaws
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CAPCO POLAND * We are looking for Poland based candidate. * This role is hybrid and may require working from the office in Warsaw. At Capco Poland, we’re not just another consultancy - we’re the spark behind digital transformation in the financial world. As a global leader in technology and management consulting, we thrive on helping clients tackle the toughest challenges across banking, payments, capital markets, wealth, and asset management. Business Analyst – Market Risk Data & AI Automation Role Overview We are seeking an experienced Business Analyst within Financial Markets Technology to support Market Risk initiatives, with primary ownership of the Data Quality Management System and associated data-lineage processes. The role will focus on re-engineering and automating manual data-quality and lineage processes using AI/GenAI tooling , while acting as the bridge between business, risk, data and technology teams. Key Responsibilities Own and maintain end-to-end data lineage across the Market Risk Platform (MRP), including source-to-target mappings, interfaces, transformations and downstream dependencies. Analyse ADO tickets, code repositories and documentation to assess change impacts and investigate data-quality issues. Work with data owners, developers and application teams to resolve lineage gaps and maintain accurate documentation. Track lineage changes throughout the delivery lifecycle and ensure documentation remains aligned with production releases. Support strategic Market Risk transformation initiatives, including FRTB, by documenting current/target-state data flows and downstream impacts. Identify and implement AI/GenAI-enabled automation , including automated lineage extraction, model/mapping generation, analysis and visualisation. Re-engineer manual data-quality and control processes to improve efficiency and reduce operational effort. Maintain governance and lineage evidence supporting BCBS239 , audits and data-owner atte

pythonsqlai
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Capco
📍 Bengaluru
2mo ago

Location: Bangalore Experience: 8-12 Years About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount . With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery. WHY JOIN CAPCO? You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry. MAKE AN IMPACT Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services. #BEYOURSELFATWORK Capco has a tolerant, open culture that values diversity, inclusivity, and creativity. CAREER ADVANCEMENT With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands. DIVERSITY & INCLUSION We believe that diversity of people and perspective gives us a competitive advantage. MAKE AN IMPACT Job Description:  Develop and sustain the programme governance framework, including the reporting cadence, meeting structures, and associated artifacts.  Ensure compliance with the Change Delivery Standards (CDS) and promote awareness of these standards throughout the Programme.  Conduct regular reviews to evaluate the Programme's adherence to established standards.  Promote consistency across programme documentation, RAID logs, change controls, and other relevant records.  Ensure the accurate and consistent use of programme data within the Bank's systems (Clarity, ADO).  Provide support to teams within the Programme a

C
Capco
📍 Poland• Full-time
6mo ago

CAPCO POLAND *We are looking for Poland based candidate. Capco is a fully independent, global management and technology consultancy. For 25 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to Finance and Energy markets. Our collaborative and efficient approach helps clients reduce costs and manage risk and regulatory change while increasing revenues. We are thinkers, innovators, and disruptors. We are small enough to care but large enough to matter. As an IT Security Analyst , you will play a key role in supporting a large-scale Secrets & Credential Management initiative. You will analyze current-state environments, identify control gaps, and define robust, scalable security requirements. Working across technical and business teams, you will help ensure that sensitive credentials are governed, controlled, and aligned with regulatory and operational expectations. Key Responsibilities: Conduct end-to-end analysis of secrets and credential management practices across applications, infrastructure, and platforms Identify, classify, and document secrets, including ownership, usage, storage, lifecycle stage, and associated risks Assess control gaps (e.g., unmanaged credentials, hardcoded secrets, weak auditability) and define remediation approaches Define functional and non-functional requirements for centralized secrets management solutions Facilitate workshops with stakeholders to gather requirements, validate findings, and support governance activities Required Skills and Experience: At least 5 years of experience in a similar role. At least 2 years of experience in working with IAM projects. Experience in IT security analysis, security requirements engineering, or security governance within complex environments Strong understanding of IAM, PAM, least privilege, and secure access governance principles Knowledge of credential types (passwords, SSH

gitgofinance
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SI
Sodexo India
📍 Pune• Full-time
Just now

Maintaining relationships with both internal and external parties to ensure staffing goals are achieved. Serving as a liaison with multiple area employment agencies campuses and industry associations. Working closely with network on Train and Hire partners Promoting Employee Referral Scheme as one of the channel of hiring Build network around Migrant Ghetto (a part of a city major transport hug like train Bus stations especially a slum area occupied by a minority group or groups) to attract migrant talent Build an ecosystem of constant pool of talent (already screened bench) to ensure smooth operations and filling up of positions withing TAT Maintain and Adhere to the recruitment TAT Strong sourcing skills with a track record of implementing innovative and effective strategies for sourcing passive candidates. Desire to work in a dynamic aggressively growing environment. Diplomatic and a proven ability in building up effective relationships. Strong communication and influencing skills. Ability to liaise with senior management both within the business and HR groups. Knowledge of other fields of HR or business is a plus. Conducts Camps Campus Placements etc. with institutions and government bodies. Map competition candidates by visiting hotels hubs of labour markets etc. to map candidates Provide Daily RAG Reports and Recruitment analysis to the Site HR and Operations Teams Organize High Volume Open Houses Job Fairs and Social Events. Assist with full-cycle recruiting including but not limited to screens interviews background checks document verification and on-boardings (including documentation file management offer to induction completion) Assist with Induction training sessions. Measure success of initiatives complete timely community outreach reports. Understanding the Client Requirements Sourcing Candidates from Portals Internal Database Linked-in and other Source Screening Candidates Shortlisting Candidates Schedu

recruitmentHR
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SI
Sodexo India
📍 Pune• Full-time
Just now

Key Responsibilities Maintaining relationships with both internal and external parties to ensure staffing goals are achieved. Serving as a liaison with multiple area employment agencies campuses and industry associations. Working closely with network on Train and Hire partners Promoting Employee Referral Scheme as one of the channel of hiring Build network around Migrant Ghetto (a part of a city major transport hug like train Bus stations especially a slum area occupied by a minority group or groups) to attract migrant talent Build an ecosystem of constant pool of talent (already screened bench) to ensure smooth operations and filling up of positions withing TAT Maintain and Adhere to the recruitment TAT Strong sourcing skills with a track record of implementing innovative and effective strategies for sourcing passive candidates. Desire to work in a dynamic aggressively growing environment. Diplomatic and a proven ability in building up effective relationships. Strong communication and influencing skills. Ability to liaise with senior management both within the business and HR groups. Knowledge of other fields of HR or business is a plus. Conducts Camps Campus Placements etc. with institutions and government bodies. Map competition candidates by visiting hotels hubs of labour markets etc. to map candidates Provide Daily RAG Reports and Recruitment analysis to the Site HR and Operations Teams Organize High Volume Open Houses Job Fairs and Social Events. Assist with full-cycle recruiting including but not limited to screens interviews background checks document verification and on-boardings (including documentation file management offer to induction completion) Assist with Induction training sessions. Measure success of initiatives complete timely community outreach reports. Understanding the Client Requirements Sourcing Candidates from Portals Internal Database Linked-in and other Source Screening Candidates Shortli

recruitmentHR
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SI
Just now

Maintaining relationships with both internal and external parties to ensure staffing goals are achieved. Serving as a liaison with multiple area employment agencies campuses and industry associations. Working closely with network on Train and Hire partners Promoting Employee Referral Scheme as one of the channel of hiring Build network around Migrant Ghetto (a part of a city major transport hug like train Bus stations especially a slum area occupied by a minority group or groups) to attract migrant talent Build an ecosystem of constant pool of talent (already screened bench) to ensure smooth operations and filling up of positions withing TAT Maintain and Adhere to the recruitment TAT Strong sourcing skills with a track record of implementing innovative and effective strategies for sourcing passive candidates. Desire to work in a dynamic aggressively growing environment. Diplomatic and a proven ability in building up effective relationships. Strong communication and influencing skills. Ability to liaise with senior management both within the business and HR groups. Knowledge of other fields of HR or business is a plus. Conducts Camps Campus Placements etc. with institutions and government bodies. Map competition candidates by visiting hotels hubs of labour markets etc. to map candidates Provide Daily RAG Reports and Recruitment analysis to the Site HR and Operations Teams Organize High Volume Open Houses Job Fairs and Social Events. Assist with full-cycle recruiting including but not limited to screens interviews background checks document verification and on-boardings (including documentation file management offer to induction completion) Assist with Induction training sessions. Measure success of initiatives complete timely community outreach reports. Understanding the Client Requirements Sourcing Candidates from Portals Internal Database Linked-in and other Source Screening Candidates Shortlisting Candidates Schedu

recruitmentHR
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Job Title: Locum Speech and Language Therapists Banding : Band 7 Start date: ASAP Duration: Until 31:05:2025 Location : L ondon Working Hours : Monday - Friday, 8am- 4pm Rate : £ 29- £ 3 4 We are seeking highly skilled and motivated Speech and Language Therapists to join our team in London. This role offers an exciting opportunity to work within a tertiary setting, providing specialist assessment, treatment, and management of language, communication, and swallowing problems in adult clients. Responsibilities: As a Speech and Language Therapist, you will demonstrate highly specialist clinical expertise in the assessment, treatment, and management of language, communication, and swallowing problems in adult clients. You will provide evidence-based specialist intervention and evaluate outcomes, maintaining associated records as an autonomous practitioner. Your role will involve demonstrating highly specialist knowledge underpinned by current evidence-based practice and outcome measures. Additionally, you will utilize highly specialist clinical skills for interpretative assessment techniques and interventions in the care of patients with tracheostomies and those requiring instrumental procedures such as video fluoroscopy. Qualifications and Experience: Degree in Speech and Language Therapy HCPC registration Experience in neurology and progressive neurological conditions Training in FEES (Fiberoptic Endoscopic Evaluation of Swallowing) and video fluoroscopy highly beneficial Highly specialist knowledge in neurorehabilitation Ability to work independently and as part of a multidisciplinary team Excellent communication and interpersonal skills Why work with Pulse? From the moment you register with us, our focus is entirely on you. During our first conversation, you’ll quickly see that we understand your specialty inside and out. Our expert recruitment consultants are dedicated to finding you the bes

recruitment
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JI
2 days ago

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves… Partnering with key stakeholders (business lines, service lines, account teams, pursuit teams and SME’s) through the bid process to execute on strategic sales opportunities which include but not limited to prospecting, RFI, RFP, presentation and contracting You will be working closely across different teams; the ideal skillset involves a mix of: Team player and adept at working to challenging deadlines Very innovative and have creative thinking to enable you to design winning opportunity strategies and associated collateral Deep knowledge of key MS office products Team player with good coordination – time and people management are essential Create bid strategies, including the identification, capture and development of win themes Champion proposal best practice Understand competitive landscape and seek to positively differentiate bid offer Ensure alignment to internal processes and obtain approvals in timely manner Submit consistently high quality, customer focused tender responses within allocated time frame Coordinate internal and independent reviews with governance, business, legal and supporting te

artificial intelligenceairecruitment
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