Client Manager Jobs

Account Manager - SLED Description - This Account Manager role is responsible for building professional relationships with State, Local and Education client executives and identifying account's unique business needs and delivering solutions to drive value to the client and the organization. The role coordinates with pre-sales and inside sales for deal pursuit and works with internal teams to deliver on the clients’ expectations. Open to applicants local to Washington D.C. area. Responsibilities • Coordinates account plans on commercial account(s) and focuses on value and/or volume portfolio management and selling range of the organization’s products and services. • Works with pre-sales and inside sales to participate in deal pursuit and with internal teams such as marketing, product development, and customer service to deliver comprehensive solutions and address customer needs effectively. • Builds and maintains strong relationships with commercial clients, focusing mainly on specialty buyers, understands their needs and challenges, and ensures client satisfaction. • Implements margin recovery activities and strategies in full/partial ownership depending on account coverage. • Analyzes account win/loss rates and makes recommendations to improve ratios. • Designs and contributes to sales policies and strategies to achieve sales targets and objectives for the assigned business segment, identifying growth opportunities, upselling, and cross-selling to existing clients. • Enters and manages all opportunities in pipeline tools and processes, recommends, and implements pipeline management practices. • Provides support to clients and address any concerns or issues they may have in a timely and effective manner. Acts as the main point of contact for clients, ensuring a smooth and positive customer experience. • Stays updat

As an Engagement Manager at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client relationships, helping ensure onboarding, implementation, and ongoing adoption of the Vise platform are smooth and efficient. As part of this role, you will learn and understand the intricate details of our platform as well as maintain a deep understanding of each of our clients’ business concerns and act as their internal advocate to ensure their needs are met. Your relationship with our clients will be facilitated with an entrepreneurial, big-picture mindset, while remaining detail oriented and focused on internal KPIs and helping clients achieve their stated goals. This role is onsite in NYC, in our SoHo office. What you bring on day one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA industry framework and wealth management Consulting and understanding an advisors primary business model as well as current and future needs Knowledge of advisory practices, typical investment strategies & RIA aggregators a plus Ability to communicate the information and benefits associated with various investment strategies Excellent verbal and written communication skills both externally with clients and other third parties as well as inside the organization. Intellectually curious, independently resourceful, and thrives in a goal-oriented environment Able to switch focus quickly to address the needs of multiple clients and/or internal projects Bachelor’s degree with an excellent record What you will own Manage advisor relationships within currently signed partners Drive additional revenue opportunities within our partner advisory firms Advisory clients ongoing needs for long-term success with the Vise platform Facilitate active client engagement and identify upsell opportunities Act as an expert between the client and the Vise

Opportunity Overview: We are seeking a Senior Manager, Data Platform Engineering to lead a critical part of Cohere Health’s Data Platform team as we continue scaling our technology, engineering practices, and client delivery capabilities.This role combines people leadership, technical judgment, and strong execution ownership to build a high-performing engineering team and drive predictable delivery, technical excellence, and operational reliability across complex data initiatives. You’ll partner closely with Product, Engineering, Architecture, Client Delivery, and business stakeholders to build a scalable, trusted data foundation that supports Cohere’s continued growth. What you’ll do: Lead, coach, and develop a high-performing Data Platform engineering team through clear expectations, regular feedback, career development, performance management, and strong engineering leadership. Own execution across complex data initiatives, translating priorities into credible delivery plans with clear scope, milestones, owners, dependencies, capacity assumptions, risks, decisions, and target dates. Maintain accountability through delivery and proactively adjust plans when scope, capacity, dependencies, or technical complexity change. Establish strong delivery discipline by ensuring work is sufficiently defined, technically understood, estimated, sequenced, and ready before commitment; proactively address blockers, dependencies, scope changes, and capacity constraints, with clear mitigation and early escalation when commitments are at risk. Maintain sufficient technical depth to independently assess delivery and implementation risk, while partnering closely with Staff Engineers and other technical leaders to validate architecture, implementation approaches, estimates, technical readiness, root causes, and quality before key decisions or commitments are made. Build trusted cross-functional partnerships across Product, Client Delivery, Engineering, Architecture, Operations, and oth

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role Addepar is seeking a Partnerships Manager to join our Product Management organization and lead the strategic vision, technical execution, and ongoing governance of Addepar’s external technology partner ecosystem. In this role, you will ensure that every external technology partnership tightly aligns with Addepar’s overarching product and platform strategy enabling Addepar to become the operational hub where the most valuable work takes place. The role will report directly to Addepar’s Head of Product. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do Strategic & Commercial Alignment Align every partnership initiative directly with Addepar’s core product strategy, ensuring integrations and overall partnerships strengthen platform stickiness rather than creating disparate feature forks. Deliver skilled relationship management in navigating external political organizations and influence external partners to prioritize development on the partner side to unblock additional integration capabilities or make exceptions to policies, such as restr

OVERVIEW As a Service Manager at eClinical Solutions, you will be the operational backbone of client engagements ensuring every aspect of the elluminate® platform service runs smoothly, reliably, and to the highest standard. Based in our Bangalore office, you will own day-to-day service operations for an assigned portfolio of global clients, coordinating people, processes, and systems across time zones to keep delivery on track and clients confident in eClinical’s partnership. Accelerate your skills and career within a fast-growing company while impacting the future of healthcare. KEY TASKS & RESPONSIBILITIES Act as the primary operational point of contact for assigned clients, ensuring all service activities are running smoothly and issues are addressed promptly Monitor ongoing delivery of elluminate® platform services across assigned accounts, proactively identifying and resolving operational gaps before they affect the client Coordinate day-to-day activities across internal teams — including Engineering ( Tier 3 R&D), Tech Services (Tier 2), IT (Infrastructure), Product Development, Implementation Team, Customer Success and Product Support — to ensure seamless, timely service execution Track open action items, outstanding deliverables, and client requests across all active engagements; follow through until each item is fully resolved Serve as the escalation point for operational issues, triaging problems quickly and mobilizing the right internal resources for resolution Collaborate effectively with globally distributed teams across US, India, and other regions, accommodating cross-time-zone coordination as needed Participate in the transition of accounts from the Implementation team to steady-state service delivery, ensuring continuity of knowledge, documentation, and client experience throughout the handover process Ensure all service activities adhere to agreed-upon SLAs, quality standards, and regulatory requirements including ICH/

Drive the delivery and evolution of critical Canadian capital markets infrastructure. The Role We are supporting a leading capital markets client through a critical market infrastructure transformation initiative focused on the Canadian Fixed Income ecosystem and the ongoing development of key clearing, settlement and securities services. As a Project Manager , you will coordinate business and technology delivery activities across multiple initiatives, working with Product Managers, Finance, Portfolio Management, Operations, Technology and Client Engagement teams. You will help ensure initiatives are effectively planned, governed and delivered, with clear visibility of priorities, budgets, risks, dependencies and operational impacts. This role combines business-focused project management with strong stakeholder coordination and may also include responsibility for technology delivery on smaller initiatives. What You’ll Do Coordinate product initiatives with Product Managers, defining key features and deliverables while supporting business case development with Product Management and Finance teams. Partner with Portfolio Management on priorities and budgets, maintaining status reporting, financial updates, delivery milestones, risks and dependencies. Coordinate release plans and schedules with Technology Project Managers, tracking delivery progress and supporting technology project management for smaller initiatives where required. Assess business and operational impacts with Product Management and Operations teams, coordinating participant impacts and communications with the Client Engagement team. Support governance and compliance activities, including operational documentation, legal and regulatory requirements, audit control updates, risk logs and CMRE assessments where required. What We’re Looking For 8+ years of experience delivering complex programs, projects or transformation initiatives within Capital Markets, Financial Services or another highly regulated en

The Lead - Banquet Sales will be responsible for driving banquet and event revenue through proactive business development, client relationship management, event sales, and strategic planning. The role involves generating new business opportunities, managing corporate and social event bookings, achieving revenue targets, and ensuring a seamless customer experience from inquiry to event execution. Source: Adani Group | Job ID: 57199

DR ASHWANI KUMAR VIJ : have been retained to select a one : Regional Sales Manager - Sales. for young organisation dealing in import, marketing and after sales support of state of art medical equipment all over india. Qualification / Profile Desired : B Sc / M Sc / Engineers with MBA From Premium Institute Preferred. Our client is looking for Result oriented Electronics / Bio-medical Engineers having 8 - 15 years of relevant experience of selling Medical equipment such as urology / neuro physiology equipment to Govt and Private Hospitals / Large clinics etc. Job would involve extensive travelling in the northern region to meet the Sales targets and develop new clients. Candidates having lessor experience would be considered for the Position of Business Development Manager Those who have applied earlier need not apply again. Email Complete / Structured CV, with Scanned copy of Visiting Card, Salary Drawn / Expected details at : DR ASHWANI KUMAR VIJ - President : Sales Recruitment

DR ASHWANI KUMAR VIJ : Has been retained to select 1 General Manager / Head - Sales and Marketing For a Growing and professionally managed Building Materials Organisation. Job description: -Responsible for ensuring achievement of monthly and annual sales target. -Increasing the domestic client base and expanding the reach geographically. -Ensuring that company gets listed on the the approved vendor list of the leading contractors, consultants and end clients. -Travel extensively to meet the existing and potential customers, generate new enquiries, participate in exhibitions to understand needs of the clients. -Monitor on - going and upcoming projects to target sales opportunities and identify new markets and new products for the company to venture in. -Monitor the performance of sales team and provide necessary guidance and support to ensure that their sales targets are achieved on monthly basis. -Develop and implement new sales initiatives/strategies for business growth and profitability Education/Qualifications/Experience Desired : 10 to 15 Years of relevant Industry/Product B.Tech / B.E. in Any Specialization, Mechanical Preferred. MBA from Premium Institute Preferred. Excellent Salary Package would be offered to the right candidate. Those who have applied earlier need not apply again. DR ASHWANI KUMAR VIJ : President : Sales Recruitment Email Complete/Structured CV, with Scanned copy of Visiting Card, Salary Drawn / Expected details at:

About Flexport: At Flexport, we believe global trade can move the human race forward. That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The opportunity: We’re looking for a highly capable Account Manager to join the Demand team and support the growth of Flexport in the region. Our account management team focuses on closing renewal, upsell and cross-sell opportunities from existing accounts. As an Account Manager, you will own the customer experience from start to finish. You will help the customers grow and realize the Flexport value proposition by deeply understanding the client’s supply chain and partnering to find solutions for them. This role is ideal for someone with experience in account management and/or sales, and interested in supply chain and logistics. They will engage with customers with the objective of driving customer satisfaction. This role is ideal for a highly organized individual, with negotiation experience, excellent communication skills, and the ability to meet and exceed revenue and volume KPIs. It’s an exciting opportunity to contribute to company growth and deliver on our mission to make global trade easy for everyone. You will: Cultivate and grow relationships with key business stakeholders that empower the client and deepen the relationship with Flexport. Meet

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are seeking an Engineering Manager (Warsaw, Poland) with a strong technical background in full-stack development to lead our Identity and Access engineering staff. In this leadership role, you will manage, mentor, and grow a team of full-stack engineers responsible for building and maintaining the systems and interfaces that authenticate users, allow agents to scale on our public APIs, and enable self-service product configuration. You will guide your team in leveraging Addepar’s enterprise identity platform to create responsive, frictionless user journeys. These range from the “front door” of our products (such as login and MFA) to the administrative tools our customers use to configure experiences for their internal teams and end-clients. Collaborating closely with product managers, designers, and engineering partners, you will ensure our delivery aligns with our clients' complex regional, compliance, and privacy needs. Ultimately, you will foster an environment of engineering excellence, empowering your team to build the next generation of features that prepare Addepar for the demands of modern, AI-driven users. Applicants must have legal authorization to work in the country where this role is based on the first day of employment

Executive - Sales - Advertisement provides vital support to the sales team, assisting in executing sales strategies and maintaining client communication. This role focuses on data management and reporting while conducting market research to identify business growth opportunities and supporting overall sales initiatives. Source: Adani Group | Job ID: 52914

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets. Its open platform integrates with 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and levels of complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, São Paulo, London, Edinburgh, Geneva, Warsaw, Dubai, Pune and Singapore. The Role We are currently seeking a Senior Product Manager for our Platform Services organisation, which covers a broad product portfolio ranging from demo environments for sales, academy (training) and end client sandboxes, covering elements of infrastructure, shared services, application and data. The client base reflects the broad portfolio, covering developers, designers and product managers in R&D, sales specialists, and end customers. This is a highly visible domain within R&D as it directly impacts developer experience and efficiency, but also within Addepar as the commercial opportunity for Sandboxes to accelerate customer adoption and build product led revenue streams is significant. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Product Strategy & Vision Lead the prioritization of Platform Services’ across multiple initiatives, aligning cross-functional stakeholders on a unified platform roadmap. Execute the Platform Services product roadmap aligned with deve

Executive - Sales - Advertisement provides vital support to the sales team, assisting in executing sales strategies and maintaining client communication. This role focuses on data management and reporting while conducting market research to identify business growth opportunities and supporting overall sales initiatives. Source: Adani Group | Job ID: 56091

Project Manager Thousand Oaks, CA At Dome Construction, our Project Managers do more than manage schedules and budgets. They lead projects from concept through completion, build strong client relationships, mentor developing team members, and drive successful outcomes that leave a lasting impact on the communities we serve. We're looking for an experienced Project Manager to join our Thousand Oaks team and take ownership of exciting commercial construction projects throughout Southern California. If you thrive in a fast-paced environment, enjoy leading teams, and want the opportunity to make meaningful contributions while growing your career, we'd love to hear from you. What You'll Do As a Project Manager, you will serve as the driving force behind project success, leading every phase of construction from preconstruction through closeout. You'll collaborate closely with clients, architects, trade partners, superintendents, and internal teams to deliver exceptional results. Key responsibilities include: Leading the planning, execution, and overall performance of commercial construction projects Managing project budgets, cost forecasting, change orders, and financial performance Building and maintaining strong relationships with clients, subcontractors, architects, and project stakeholders Overseeing schedules and ensuring project milestones are achieved Identifying and proactively resolving project challenges and risks Mentoring Project Engineers and Assistant Project Managers while fostering a collaborative team culture Partnering with field teams to ensure quality, safety, and operational excellence Supporting preconstruction efforts including planning, budgeting, scheduling, and subcontractor coordination What We're Looking For 5+ years of experience managing commercial construction projects Bachelor's degree in Construction Management, Engineering, or a related field preferred Proven ability to successfully manage multiple projects and competing priorities Strong