Client Management System Jobs

The Building Envelope Consultant role within KTA-Tator's Commercial Services Group involves leading technical assessments of commercial buildings and managing projects from proposal to delivery. Key responsibilities include performing onsite diagnostics for moisture intrusion and coating failures, coordinating with engineering firms and clients to determine root causes, and preparing detailed technical reports with remediation recommendations. The position offers significant appeal through a 100% employee-owned culture that values professional growth, leadership succession, and business development opportunities. Based in Pittsburgh or Dobson with remote flexibility, the role requires domestic travel and provides a pathway to increased operational responsibility within a supportive, family-inspired environment.

This full-time B2B outside sales role is based in San Diego and focuses on selling payment solutions to small and mid-sized business merchants. The Account Executive is responsible for prospecting new clients, conducting in-person meetings to uncover business needs, and closing sales using CRM platforms. The position requires spending approximately four days per week in the field visiting potential customers. The role appeals to candidates seeking a dynamic career with a clear path for growth through residual income opportunities and comprehensive benefits. The company fosters a culture of inclusion and provides extensive training on financial technology products and sales processes.

The Research Analyst role serves as the entry point for a dynamic career development track within the Professional Services practice of an executive search firm. Key responsibilities include preparing company overviews, researching organizations to build target lists, identifying potential candidates using proprietary and public tools, and gathering market intelligence to support business development. The position appeals to individuals seeking a colleague-centric culture that values creativity, collaboration, and agility in a fast-moving industry. Success in this role offers clear pathways for promotion to Associate or senior research positions, fostering professional growth through mentorship and exposure to senior stakeholders. The work arrangement involves balancing multiple assignments with high energy and flexibility, requiring strong communication skills and the ability to navigate unstructured environments while maintaining strict confidentiality.

The Financial Solutions Advisor role in the South San Antonio area focuses on delivering comprehensive financial advice and customized investment solutions to help clients achieve their goals. Key responsibilities include building detailed financial plans using brokerage products, triaging client leads, and referring customers to appropriate internal partners based on their needs and asset levels. The position requires maintaining Series 7 and 66 licenses and adhering to SAFE Act registration standards. This opportunity appeals to professionals seeking a career with significant growth potential within an inclusive culture that prioritizes responsible growth and community impact. The role operates in an in-office setting with a Monday through Friday schedule that includes rotating Saturdays, offering a structured environment for those passionate about financial planning and client relationship management.

The Small Business Banker role in the Baileys Crossing, VA area focuses on delivering comprehensive financial solutions to small business clients with revenues up to five million dollars. Key responsibilities include managing the end-to-end client journey, identifying new sales opportunities through prospecting and networking, and advising business owners on credit and digital capabilities to support their growth. The position requires spending approximately 80% of the time in the field to foster strong community relationships and drive portfolio profitability. This opportunity appeals to candidates seeking a career with significant growth potential, offering a collaborative culture that values diversity and flexibility. The role provides a platform to make a tangible impact on local businesses while developing expertise in financial analysis and consultative sales within a supportive team environment.

This Program Officer role within the World Bank Group's Development Finance Trust Funds and Partner Relations Department supports the implementation of strategic agendas and policy modernization initiatives. Key responsibilities include preparing analytical reports and policy briefs on Trust Funds and Financial Intermediary Funds, coordinating departmental inputs for corporate initiatives, and collaborating with digital teams to develop AI-enabled tools for reporting efficiency. The position offers the opportunity to work on high-impact global development financing reforms within a diverse, international organization. The role is based in Washington, DC, and emphasizes a culture of urgency, thoughtful risk-taking, and empowerment across a complex institutional environment.

This full-time Systems Administrator role supports the Anti-Terrorism Force-Protection program for the United States Navy within the Navy District Washington region. The position involves installing, configuring, and maintaining Windows operating systems and hardware while managing user accounts, backups, and security controls. Key responsibilities include implementing STIG configurations, performing vulnerability remediation, and providing preventive and corrective maintenance for C4I systems across CONUS sites. The role is highly appealing for professionals seeking to make a direct impact on national security within a collaborative defense environment. It offers opportunities for technical growth and professional development through a company that values every contribution. Due to the nature of the support required, the position involves significant travel of 75% or more to various Navy installations.

The Lead Government Commercial Banking Relationship Manager role serves as a strategic advisor within the Commercial Bank, focusing on the Mountain and Midwest regions. The position involves cultivating and expanding relationships with large public sector entities such as cities, counties, and school districts by delivering tailored financial solutions. Key responsibilities include structuring complex credit facilities, analyzing government budget documents, and leading customized banking strategies across treasury management and capital markets. This opportunity appeals to professionals seeking a hybrid work arrangement with significant travel, offering a chance to mentor junior colleagues and influence enterprise-wide public sector initiatives. The role emphasizes a collaborative culture that balances strong customer relationships with a robust risk management and compliance-driven environment.

The Service Operations Manager role at Total Comfort Solutions leads the Charleston, SC operations team, overseeing service coordinators, supervisors, and technicians. Key responsibilities include managing business processes to maximize gross profit, optimizing field labor utilization, and ensuring high-quality preventative maintenance and project execution. The position involves driving operational efficiency through strategic planning, staff development, and active sales support to grow client agreements. This opportunity appeals to candidates seeking a collaborative culture that prioritizes work-life balance, professional growth, and a comprehensive benefits package including health coverage and retirement matching. The role is based on-site in Charleston with some travel required for fleet management and client meetings.

The Global Employer Services Expatriate Tax Experienced Manager role involves leading tax compliance and strategy for international assignees within a global advisory firm. Key responsibilities include structuring international assignments, reviewing and signing tax returns for inbound and outbound employees, managing client relationships, and supervising a team of associates. The position also requires business development efforts and providing expert guidance on tax policy changes. This opportunity is appealing due to the firm's unique Employee Stock Ownership Plan, which allows professionals to share in the company's growth, alongside a culture that emphasizes flexibility, meaningful connections, and career advancement. The role supports a diverse, global team focused on delivering impactful solutions to middle-market clients.

This senior-level role within Fifth Third Bank's Asset Backed Finance division focuses on managing a complex portfolio of commercial loans and credit exposures. The position involves analyzing financial statements, monitoring industry trends, and proactively identifying emerging credit risks to maintain portfolio health. Key responsibilities include leading client diligence calls, coordinating with credit risk partners, managing loan documentation, and mentoring junior team members. The role appeals to experienced professionals seeking a collaborative environment that values forward-thinking risk management and offers opportunities to lead strategic initiatives. Based in Charlotte, North Carolina, the position combines high-level client interaction with internal leadership duties to drive organizational success.

The Design Engineer role at R.T. Moore focuses on creating high-quality HVAC and plumbing system designs for multi-family, single-family, and light commercial projects. Key responsibilities include sizing mechanical systems, calculating heating and cooling loads, and producing construction documents using Revit and AutoCAD. The engineer must coordinate with architects and other disciplines while maintaining accurate records during the construction phase. This position is appealing due to the company's respectful culture where leadership values employee input, offering a steady Monday-to-Friday schedule without nights or weekends. The role is based on-site in an indoor office environment and provides opportunities for professional growth within a mid-size mechanical contracting firm.

The Associate Retail Travel Agent role at AAA Club Alliance involves guiding clients to create memorable domestic and international travel experiences within a dedicated sales team. Key responsibilities include crafting travel itineraries, processing bookings and documentation, and educating clients on exclusive membership benefits while building long-term relationships. The position is appealing due to its structured career growth path with expert-led training, paid educational trips to explore destinations firsthand, and a consistent work schedule that excludes Sundays. The role is based on-site in Yankton, South Dakota, and offers a supportive environment for those passionate about travel and customer service.

This Project Manager role within the Water and Wastewater division focuses on leading engineering design and construction projects from opportunity identification through completion. The position involves managing project scope, schedule, and budget while proactively identifying and mitigating risks to ensure client satisfaction. Key responsibilities include leading project teams, developing fee proposals and contracts, coordinating resources across disciplines, and maintaining quality control processes. The role appeals to candidates seeking a collaborative, business-casual office environment that values peer interaction and offers opportunities for positive career growth. Success requires a blend of technical engineering knowledge, strong leadership skills, and proficiency with project management tools.

The Program Manager role serves as a strategic Security Advisor responsible for leading account strategy and management for assigned client portfolios. Key responsibilities include owning the full P&L, conducting security risk reviews, and coordinating global service delivery to ensure high-quality customer outcomes. The position requires managing staffing levels, developing pricing models, and driving continuous improvement in operational processes. This opportunity appeals to professionals seeking a leadership position with full accountability for business performance and growth. The role offers the chance to work within a global business environment, fostering strong partnerships with clients and internal teams while implementing innovative security solutions.

The Clinical Program Supervisor role at The Help Group leads the EPI-LA program in Inglewood, focusing on early psychosis intervention for youth and families. This full-time position involves coordinating multidisciplinary clinical teams, supervising staff caseloads, and ensuring compliance with Department of Mental Health contracts and documentation standards. Key duties include conducting team meetings, managing service delivery across therapy and case management, and collaborating with external agencies like schools and courts. The role appeals to licensed mental health professionals seeking a mission-driven environment where they can shape brighter futures for over 6,000 clients annually. The organization offers a supportive culture with extensive training opportunities, comprehensive benefits including fully sponsored insurance, and a clear path for career growth within a leading nonprofit dedicated to empowering individuals with special needs.

The Migration Consultant role within Presidio's Modern Platforms Advisory team focuses on guiding organizations through complex IT transitions to cloud, hybrid, or on-premises environments. Key responsibilities include assessing current IT landscapes, designing comprehensive migration strategies, and overseeing the execution of application and data transfers to minimize business disruption. The position requires collaboration with cross-functional teams to optimize infrastructure, manage risks, and document technical architectures. This opportunity appeals to professionals seeking to work at the forefront of digital transformation and AI-driven innovation within a collaborative culture. The role offers a remote work arrangement with the flexibility to utilize local offices and involves approximately 15% travel for client engagements.

The Senior Consultant, Client Solutions role serves as a trusted advisor to state and local education agencies across the Pacific Northwest, focusing on strategy, operations, and technology-enabled implementations. Key responsibilities include leading complex, large-scale technology deployments, managing multi-group engagements with limited supervision, and driving revenue growth by identifying new business opportunities and expanding existing client relationships. The position requires deep expertise in public sector regulations and the ability to translate business needs into technical solutions. This opportunity appeals to professionals seeking to make a tangible impact on student success within a mission-driven firm. The role is primarily remote for candidates based in Seattle or Portland, with regular travel required to support clients and growth initiatives.

The Senior Consultant, Client Solutions role serves as a trusted advisor to state and local education agencies across the Pacific Northwest, focusing on strategy, operations, and technology-enabled implementations. Key responsibilities include leading complex, large-scale technology deployments, managing multi-group consulting engagements, and driving revenue growth through client expansion and new business development. The position requires deep expertise in public sector regulations and the ability to translate business needs into technical solutions. This opportunity appeals to professionals seeking to impact student success while working within a collaborative culture that values diversity and inclusion. The role is primarily remote for candidates based in Seattle or Portland, with regular travel required to support clients and growth initiatives.

This full-time Service Desk Agent I role supports the end-user community at Keck Medicine of USC hospitals and clinics. The position involves acting as the primary point of contact for IT issues, diagnosing problems with clinical software, operating systems, and network connectivity, and resolving hardware or software incidents via phone, email, or in-person. Key responsibilities include managing tickets in the Footprints system, provisioning user accounts in Active Directory, installing software, and providing basic training on Microsoft applications. The role offers the opportunity to work within a collaborative healthcare IT team, contributing to patient and student safety while developing technical troubleshooting skills. The position requires working rotating shifts and is based on-site at USC locations.

The Client Onboarding Manager leads the implementation team for Clariti, a healthcare estimation platform at HST Pathways. This remote role focuses on guiding clients through onboarding while managing a high-volume workload. Key responsibilities include coaching the implementation team, overseeing the full project lifecycle to ensure timely delivery, and resolving complex client issues using deep knowledge of revenue cycle workflows. The position appeals to leaders seeking growth within a profitable, fully remote SaaS company that values diversity, agility, and a collaborative culture. The role offers significant flexibility with up to 25% travel and opportunities to make a tangible impact on healthcare outcomes.

This full-time Business Development Manager role supports PMI Seagate, a fast-growing residential property management firm in Palm Beach County. The position focuses on expanding the company's portfolio by generating leads, building relationships with property owners and real estate professionals, and presenting tailored management solutions. Key responsibilities include managing the sales pipeline via CRM, representing the brand at networking events, and identifying strategic market expansion opportunities. The role is appealing for its flexible, field-based schedule driven by client availability and its collaborative culture within a nationally recognized network. It offers significant growth potential through uncapped commission opportunities and a supportive environment that values professional development and work-life balance.

The Commercial Security Systems Account Manager role at Tech Systems, Inc. focuses on driving sales and managing key accounts within the Security and Law Enforcement sector. The position involves prospecting for new business, expanding existing relationships, and designing integrated security solutions that combine access control, video surveillance, and cybersecurity with IT infrastructure. Key responsibilities include leading client presentations and product demos, negotiating contracts to meet revenue targets, and collaborating with engineering teams to scope and price complex projects. This opportunity appeals to professionals seeking a growth-focused culture where they can leverage solution-selling skills while staying current with evolving security technologies. The role offers a comprehensive benefits package and requires a valid driver's license, with travel to industry events and client sites as needed.

This System Engineer role within DTCC's Information Technology group focuses on managing the enterprise batch scheduling environment to support global capital markets infrastructure. The position involves administering distributed scheduling across Linux and cloud platforms, designing automation solutions using Python and Shell scripting, and performing root cause analysis for system issues. Key responsibilities include coordinating automation deployments, managing software upgrades, and collaborating with operations teams to enhance system performance. The role offers a hybrid work arrangement with three days onsite and two days remote, providing access to a supportive culture that prioritizes professional development and innovation.

The Core Systems Technician role supports daily banking operations within the Fiserv DNA Core platform at OnPoint. Key responsibilities include monitoring automated job schedulers to ensure successful processing, troubleshooting system issues for end users, and maintaining data accuracy for rate schedules and authorization roles. The position also involves participating in an on-call rotation for after-hours support and utilizing AI tools to enhance operational efficiency. This hands-on position appeals to candidates seeking a collaborative environment that values equity, inclusion, and professional growth. The role requires intermediate technical skills in database platforms and operating systems, with opportunities to work in a supportive culture that encourages proactive problem-solving and continuous learning.