Citizens Financial GroupNYSE: CFG: US regional bank holding providing diverse financial services.
3+ YOEBachelor's degree or 3–5 years of commercial banking experience and/or training, with communication, mathematical, reasoning, and customer relationship skills.
Mercer Advisors: Independent U.S. wealth management and financial planning firm serving families and institutional clients as a fiduciary.
Strong understanding of wealth management processes, proven ability to manage complex client relationships, leadership and mentoring experience, excellent communication and problem-solving skills, proficiency in CRM systems and workflow management tools.
Manager, Client Relationship Manager - Oakland, CA
Oakland, California, United States
$40-$72/hrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
2+ YOE2+ MgmtValid and active FINRA Series 7 and 63 licenses required; Series 9 and 10 required during tenure; 2+ years management or supervisory experience preferred; strong client relationship, communication, and performance management skills.
Grata: Grata is a private-market intelligence platform helping investors, bankers, acquirers, and consultants source and evaluate deals.
3+ YOE3+ years customer-facing commercial experience managing renewals and upsells, strong account management, customer engagement, forecasting, and communication skills.
Seattle or Los Angeles or San Francisco or United States
$85k-$115k/yrRemoteFull Time
Pearl Health: Private healthcare technology helping primary care providers deliver value-based care to Medicare patients.
4+ YOEBachelor's degree or equivalent experience, 4+ years in provider-facing customer success or enterprise relationship management, value-based care experience, executive presentations, relationship building, and issue resolution.
University or college degree, or comparable education and experience, with strong relationship management, banking product, sales, communication, customer experience, and risk management skills.
Tempe or Austin or Petaluma or Rock Rapids or Bloomington or United States
$65k-$75k/yrRemoteFull Time
Imagine Learning: K–12 education technology providing digital curriculum, courseware, assessment, and instructional services to educators and schools.
4+ YOEBachelor's degree or equivalent and ~4 years managing customer relationships in edtech; strong communication, data analysis, executive presentation, and travel readiness.
Rad AI: Healthcare AI software helping radiologists automate reporting and patient follow-up while reducing documentation burden.
3+ YOEBachelor’s degree or higher and 3+ years of customer success experience in healthcare. Requires relationship management, communication, project management, SaaS implementation knowledge, and Western time zone availability.
Fidelity Investments: Provider of investment, retirement, and financial planning services.
1+ YOEFINRA Series 7 and 66 licenses (or ability to acquire Series 66), 1-3 years financial services experience, strong client service and communication skills, ability to work in compliance-driven environment.
Coframe: AI technology that automates website optimization and personalization for businesses.
3+ YOE3+ years B2B SaaS customer success or account management, metrics-driven, strong negotiation and demo skills, ROI storytelling, relationship building with senior stakeholders.
IT Management Corporation: Private California IT services providing managed networks, cloud communications, infrastructure, and security solutions to public-sector organizations.
3+ YOERequires 3–5 years in customer success, account management, sales, or related technology solutions; CRM proficiency, strong communication, relationship-building, organization, and consultative problem-solving skills.
Ascend: Private insurance fintech platform serving agencies, MGAs, wholesalers, and carriers with accounting automation, payments, and premium financing.
3+ YOERequires 3+ years in related roles, enterprise customer relationship management in B2B SaaS or fintech, strong written and verbal communication, executive-level conversation skills, and a consultative approach to renewals and expansion.
ADPNASDAQ: ADP: Public global HR and payroll services providing cloud-based HCM and business outsourcing solutions to employers.
5+ YOE5+ years client service or relationship management experience; benefits experience; strong presentation and strategic thinking skills; ability to travel for client visits.
Juicebox: The modern AI recruiting platform that understands who you're looking for.
6+ YOE6+ years in Customer Success, Strategic Account Management, or Enterprise SaaS with ownership of renewals and expansion revenue; experience managing complex stakeholder relationships and driving executive engagement.
San Jose or Durham or Mexico City or Bangalore or Pune or Hoofddorp or Belgrade or Barcelona or Singapore or Sydney or Tokyo
HybridFull Time
NutanixNASDAQ: NTNX: Enterprise hybrid multi-cloud computing and software provider.
7+ YOE3+ MgmtRequires 7–10 years in customer success or experience, including 3–5 years managing teams; leadership, stakeholder relationship-building, roadmap influence, technical aptitude, and customer engagement skills.