Customer Success Executive (Financial Services) Creatio EMEA LTDCustomer Success Executive (Financial Services)Boston, MARequirements:Minimum 5+ years of B2B account management or project management experience working with Enterprise accounts in the US (Financial Services, specifically Credit Unions or Banks, experience is required).Experience working with CRM, BPM, LC/NC, AI solutions will be a preference. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily.
Customer Success Manager, Enterprise SimilarwebCustomer Success Manager, EnterpriseBurlington, MA$90,000–$101,000 / yearYour role as part of the Client Services Team means your daily responsibilities may include: Lead, manage, and expand long-term customer relationships; focus on understanding the client’s KPIs to ultimately drive positive business outcomes Act as a trusted partner and advisor to customers by providing actionable insights that will help clients achieve their business goals using our cutting-edge data. The CSM is in the front line, bringing our platform and data to life for the client The CSM drives user engagement, adoption of our platform and helps identify growth opportunities by addressing the client's pain points.
Senior Customer Success Manager, Enterprise SimilarwebSenior Customer Success Manager, EnterpriseBurlington, MA$101,000–$115,000 / yearYour role as part of the Client Services Team means your daily responsibilities may include: Lead, manage, and expand long-term customer relationships; focus on understanding the client’s KPIs to ultimately drive positive business outcomes Act as a trusted partner and advisor to customers by providing actionable insights that will help clients achieve their business goals using our cutting-edge data. The CSM is in the front line, bringing our platform and data to life for the client The CSM drives user engagement, adoption of our platform and helps identify growth opportunities by addressing the client's pain points.
Client Reporting Associate Partners Capital Investment Group LLPClient Reporting AssociateBoston, MA$65,000–$75,000 / yearPart timeAs key stakeholders of portfolio data and client-facing reports, team members are expected to have a strong understanding of alternative investments and the ability to efficiently and accurately produce consolidated reports while meeting deadlines. The Client Reporting Associate located in Boston will be an integral member of the North America Client Operations team and will report directly to a Boston-based Principal in the Client Reporting department.
Client Specialist Robert W Baird & Co IncClient SpecialistDanvers, MA$24.35–$36.67 / hourThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Global Employer Services-Workforce in Transactions Manager BDO USA PCGlobal Employer Services-Workforce in Transactions ManagerBoston, MA$79,800–$168,000 / yearJob Summary: A Workforce in Transactions Manager is responsible for managing as well as conducting human resources due diligence and integration services on mergers, acquisitions, spin-offs and dispositions working with a mixture of both private equity and corporate clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
NewAssistant Account Manager - Select Business Hub International InsuranceAssistant Account Manager - Select BusinessNorwell, MassachusettsClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Assistant Account Manager - Commercial Lines Hub International LtdAssistant Account Manager - Commercial LinesFall River, MA$20.44–$39.15 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Assistant Account Manager - Specialty Real Estate Hub International InsuranceAssistant Account Manager - Specialty Real EstateWilmington, Massachusetts$21.47–$41.11 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Assistant Account Manager - Specialty Real Estate Hub International LtdAssistant Account Manager - Specialty Real EstateWilmington, MA$21.47–$41.11 / hourClient services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team. Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
Account Executive - Retirement 401(k) Services PaychexAccount Executive - Retirement 401(k) ServicesBoston, Massachusetts$55,000–$115,000 / yearFull timeAs Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.
Veterinary Client Care Coordinator - (non-clinical role) MSPCA-Angell CareersVeterinary Client Care Coordinator - (non-clinical role)Boston, MassachusettsWhile no two days are exactly the same, responsibilities include: Serve as the primary communication bridge between doctors and clients during hospitalization, including answering questions, addressing concerns, relaying status updates and hospital policies, and obtaining consent for previously discussed diagnostics, procedures, or additional financial estimates. Join a dedicated and growing team of Client Care Coordinators at MSPCA-Angell, Massachusetts’ renowned nonprofit veterinary hospital with more than a century of leadership in animal care and a proud legacy as part of the second-oldest humane society in the United States.
Software Engineer II - Integrated Services Compass IncSoftware Engineer II - Integrated ServicesBoston, MA$126,990–$141,100 / yearDeliver Features End-to-End: Work independently to deliver small to mid-sized components and collaborate with senior engineers to implement more complex technical designs, ensuring code is secure, stable, and testable. Contribute Across the Stack: While primarily backend-focused, you will actively contribute to the frontend development of intuitive user interfaces (using modern frameworks like React), ensuring seamless full-stack feature delivery.
Head of Product Development and Client Enablement, SVP State Street CorpHead of Product Development and Client Enablement, SVPBurlington, MA$225,000–$337,500 / yearThis is a senior-level role that is functionally responsible for determining Product Strategy for the Charles River Investment Management Solution, in addition to product ownership and responsibilities for business development/partnerships, client enablement/solutioning, Charles River for Private Markets, and Charles River Wealth product organizations. This role will set long-term product vision aligned with company growth, revenue, and market positioning; translate business strategy into a prioritized, multi-year product roadmap; and drive product portfolio-level decisions (build vs.
Security Manager (Educational Institution): $75,000/year Securitas Security Services USA IncSecurity Manager (Educational Institution): $75,000/yearBoston, MAPrepares and coordinates staffing schedules for account, in collaboration with line management as necessary; acts to ensure that scheduling is handled effectively to meet client requirements while controlling labor costs; reviews Security Officer site reports to verify post orders and client directives have been satisfactorily followed; personally inspects all posts as part the evaluation of security staff. Within scope of client contract and assigned duties, authorizes appropriate expenditures including equipment, supplies, and vehicles; acts to ensure that vehicles are properly maintained and administers driver training; acts to ensure that there is an adequate inventory of uniforms, radios, and other supplies and equipment; maintains and submits payroll records and other associate and business information.
Senior Client Relationship Manager - Employee Benefits Hub International LtdSenior Client Relationship Manager - Employee BenefitsWilmington, MA$68,500–$121,900 / yearPlanning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials. The expected salary range for this position is $68,500 - $121,900 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Managed Services Salesforce Director PricewaterhouseCoopers LLPManaged Services Salesforce DirectorBoston, MA$155,000–$410,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . As a Director, you will set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations.
Consultant | Banking & Financial Services | Customer Risk Assessment & Risk Scoring IMCS Group IncConsultant | Banking & Financial Services | Customer Risk Assessment & Risk ScoringJohnston, RICompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Senior Vice President, Client Experience IPG MediaBrandsSenior Vice President, Client ExperienceBoston, MA$171,000–$230,000 / yearWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee's/applicant's background, pertinent experience, and qualifications. We're seeking an accomplished healthcare communications leader to serve as a strategic partner leading clients, new business efforts and operations as part of the Boston Health team leadership.
Senior Client Success Specialist CorientSenior Client Success SpecialistMassachusettsCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.