59 results for Member Servicesenrollment Manager jobs

Member Services Representative

Kaukauna, WI
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a dedicated and customer-focused individual with strong attention to detail to join our team as a Member Services Representative in Kaukauna, Wisconsin. This position is a Contract role and requires a motivated individual who can deliver exceptional service to our members while handling a variety of financial inquiries. As the first point of contact, you will play a key role in ensuring member satisfaction and promoting the benefits of credit union membership. Responsibilities: • Assist members with incoming and outgoing calls, addressing inquiries, processing transactions, and resolving issues promptly and efficiently. • Educate members on the advantages of credit union membership and the range of financial services available. • Deliver outstanding customer service through a friendly and detail-oriented approach that enhances member experiences. • Maintain up-to-date knowledge of credit union products, procedures, and compliance regulations to provide accurate information and assistance. • Collaborate with team members to ensure seamless service delivery and a positive work environment. • Handle member concerns efficiently, providing solutions and escalating issues when necessary. • Perform data entry and transaction processing with precision and attention to detail. • Utilize computer systems effectively to manage member accounts and document interactions. • Uphold company standards and policies while fostering trust and transparency with members.
2026-03-04T00:00:00Z

Member Services Representative

Saint Paul, MN
onsite
Temporary
19.95 - 23.1 USD / Hourly
We are looking for a dedicated and personable Member Services Representative to join our team in St. Paul, Minnesota. In this role, you will provide exceptional support to credit union members, ensuring their financial needs are met with care and professionalism. This is an on-site, long-term contract position offering the opportunity to make a meaningful impact through excellent customer service. Responsibilities: • Handle incoming and outgoing calls to assist members with inquiries, transactions, and account-related issues. • Provide comprehensive guidance to members about credit union services, benefits, and online banking tools. • Process cash transactions efficiently while maintaining a high standard of accuracy. • Assist members with opening and closing accounts, updating personal information, and resolving issues with debit cards. • Deliver personalized service by addressing member concerns thoroughly, ensuring satisfaction without focusing on quotas or sales. • Maintain detailed knowledge of credit union policies, procedures, and compliance regulations to provide consistent and accurate information. • Support members visiting the branch by creating a welcoming environment and fostering positive interactions. • Utilize computer systems and multi-line phone systems to manage member interactions effectively. • Collaborate with team members to ensure seamless service delivery and problem resolution. • Uphold the organization’s commitment to exceptional customer experiences through proactive and friendly communication.
2026-03-04T00:00:00Z

Member Services

Dayton, OH
onsite
Contract / Temporary to Hire
16.15 - 18.7 USD / Hourly
We are looking for a dedicated and detail-oriented Customer Service Representative to join our team in Vandalia, Ohio. This Contract to permanent position provides an excellent opportunity to move into a long-term role based on performance. The ideal candidate will possess strong organizational skills and a commitment to delivering high-quality service to members. Responsibilities:• Perform accurate data entry into member portals and validate submissions with confirmation numbers.• Process enrollments and maintain eligibility records efficiently.• Generate and analyze reports to support member services operations.• Communicate with vendors and representatives to address inquiries and resolve issues.• Manage mail distribution and ensure proper scanning and indexing of documents.• Respond to inbound calls professionally, addressing member questions and concerns.• Coordinate schedules and appointments to meet member needs.• Utilize Microsoft Excel and Word for documentation and reporting.• Handle email correspondence promptly to support member inquiries.• Maintain attention to detail while performing order entry tasks to ensure accuracy. For immediate consideration, call 937.224.8326.
2026-02-25T00:00:00Z

Member Services Specialist

Rock Island, IL
onsite
Contract / Temporary to Hire
20 - 20 USD / Hourly
Member Services SpecialistHybrid | Stable Insurance Organization | Long-Term Growth A well-established insurance organization is adding a Member Services Specialist to its customer operations team. This role is ideal for someone who enjoys guiding others, digging into details, and handling important conversations with care and professionalism. What You’ll Be DoingServe as a primary point of contact for members via phone and limited written communicationWalk customers through policy questions, updates, and next steps with clarity and patienceReview and update member records related to coverage, beneficiaries, billing, and paymentsUse critical thinking to resolve nuanced or sensitive situations efficiently and accurately Why This Role Stands OutHybrid schedule following on-site trainingClear pathways for internal advancementConsistent, rotating hours (8–4 and 9–5)Collaborative, team-oriented environment 📞 Interested? Reach out to Christin, Erin, or Lydia at (563) 359-7535 for details.
2026-02-19T00:00:00Z

Member Services Processing Representative

Rock Island, IL
onsite
Temporary
18.5 - 18.5 USD / Hourly
Are you detail‑driven, organized, and thrive in a “heads‑down” workflow? Robert Half is partnering with a long‑standing, community‑focused life insurance organization to add a Member Services Processing Representative to their Customer Support Center Processing team. This is a great fit for someone who enjoys structured tasks, data accuracy, and navigating multiple systems throughout the day. Why Candidates Love This Opportunity<ul><li>Clear, structured work with predictable workflows</li><li>A respected organization with a long history and strong community impact</li><li>Supportive team culture—not a call center role, but a processing environment</li><li>The ability to stay “in the zone” and feel accomplished each day</li><li>Hybrid/remote flexibility</li></ul>What You’ll DoYou’ll work inside the Customer Support Center’s digital worklists—processing tasks submitted by phone representatives, such as:<ul><li>Beneficiary changes</li><li>Reinstatements</li><li>Loan processing and cash surrenders</li><li>Reviewing, tracking, and processing annuity applications (secondary workflow)</li><li>Entering application data into internal trackers</li><li>Sending follow‑up emails and occasional calls to other carriers to confirm receipt or request needed info</li><li>Navigating multiple internal systems to complete back‑office processing tasks</li><li>Partnering with trainers or teammates when you need support</li><li>Maintaining accuracy, speed, and productivity throughout the day </li></ul>This role is minimal phone work—most of your day is spent processing, reviewing, and updating member information in a structured queue. Interested? Apply today!Reach out to us at 📞 (563) 359‑7535 We’d love to connect and share more about how this role aligns with your experience and goals.
2026-02-17T00:00:00Z

Member Engagement Specialist

Las Vegas, NV
onsite
Contract / Temporary to Hire
24 - 25 USD / Hourly
The Member Engagement Specialist is a vital member of the team and is responsible for assuring superior customer service to all association members and successful operations of the front office. This position performs a wide variety of administrative support functions with minimum guidance, frequently in a confidential fashion. Successful candidate will act as the central point of contact for all association members therefore will play a primary role in promoting a professional image and valued reputation. Duties and Responsibilities:•Provide customer service to approximately 100-150 members a day via in person, telephone, or e-mail.•Process new member applications which include: review of documents provided, data entry, processing payments for dues and fees and a 20–30-minute presentation on requirements and benefits to each applicant.•Process an average minimum of 75 transactions per day, including applications, member and office drops, transfer of members from one office to another, and reinstating members who have been out less than a year.•Maintain the Association DOS-based membership database system (Rapattoni) for additions or changes to member and office information•Add members, edit information and update the lockbox key system database (SentriLock)•Assist accounting during key billing periods by posting payments for member dues and fees in Rapattoni.•Process office applications, reinstatements, and changes to office information which include: review of documents provided and data entry in data base (Rapattoni). May include processing payments for dues and fees.•Work with Sentrilock employees and database to process SentriLock lockbox buy-backs; process refunds for purchase of lockbox buybacks in Rapattoni and work with the accounting department on refunds. Issue key violations.•Process Affiliate member applications, reinstatements, and information changes, including review of paperwork, data entry into member database (Rapattoni) and processing payments for dues and fees.•Check all work processed the previous day for accuracy.•Scan all paperwork each day into the paperless system.•Work with other Associations across the country if a member has joined in multiple areas.•Prepare and send letters notifying those agents who have not completed their requirements for membership.•Prepare informational materials for distribution to new members upon completion of the application process.•Process registration and take payments for LVR events and educational classes.•Respond to member requests via email, website or phone.•Confirm updated Nevada real estate license information from the State of Nevada’s website and update Association database (Rapattoni).•Will be cross trained on reception phones and REAL Store if needed for lunch, breaks and staff relief.
2026-03-04T00:00:00Z

Insurance Enrollment Representative

Lawrenceville, NJ
onsite
Contract / Temporary to Hire
21 - 23 USD / Hourly
We are looking for an Insurance Enrollment Representative to join our team in Lawrenceville, New Jersey. This Contract to permanent role focuses on ensuring smooth credentialing and enrollment processes for healthcare providers. The ideal candidate will play a vital part in maintaining compliance with payer requirements and facilitating timely reimbursements. Responsibilities: • Obtain licenses, certifications, and essential documentation from healthcare providers to support accurate and efficient billing processes. • Prepare and submit enrollment applications to payers, ensuring providers are linked to group billing for reimbursement. • Maintain accurate and up-to-date records of provider credentials to support credentialing and re-credentialing activities. • Collaborate with third-party payers to resolve enrollment issues and ensure uninterrupted cash flow. • Meet with newly contracted providers to guide them through the insurance enrollment process. • Liaise with insurance representatives to expedite enrollment and address any challenges. • Communicate enrollment updates to providers, billing managers, and organizational stakeholders. • Provide supervisors and managers with provider identification numbers for system entry. • Conduct timely follow-ups on enrollment issues and maintain tracking spreadsheets to monitor progress. • Update departmental logs and records to reflect the status of insurance credentialing and re-credentialing processes.
2026-03-04T00:00:00Z

Customer Service Manager

Kenilworth, NJ
onsite
Permanent
70000 - 85000 USD / Yearly
We are looking for a dedicated Customer Service Manager to join our client in the Kenilworth, NJ area. In this role, you will oversee purchase orders, client communications, and ensure exceptional service and satisfaction to support the sales team. You will collaborate with clients and internal teams to provide seamless service, promote customer loyalty, and drive business growth. We are looking for someone proficient in CRM systems and can improve operational efficiency. Responsibilities:• Deliver outstanding customer service to enhance client satisfaction and contribute to sales growth.• Respond promptly to inquiries, resolving concerns efficiently and professionally.• Manage customer service operations for online sales and remote showroom support.• Provide sales assistance and support for assigned representative showrooms.• Utilize your sales expertise to identify opportunities for upselling and cross-selling luxury products.• Gain comprehensive product knowledge to effectively communicate features and benefits to clients.• Build and maintain strong relationships with customers to encourage repeat business.• Process and oversee sales orders, including delivery coordination and payment execution.• Address returns and claims, coordinating with carriers and ensuring proper documentation.
2026-03-02T00:00:00Z

Customer Service Manager

Orlando, FL
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for a dedicated Customer Service Manager to oversee customer interactions and ensure operational excellence in a dynamic environment. This long-term contract position is based in Orlando, Florida, and offers an exciting opportunity to lead teams, enhance customer satisfaction, and optimize processes related to shipping, receiving, and order management. Responsibilities: • Manage and lead customer service teams to deliver exceptional service and resolve issues efficiently. • Oversee shipping and receiving operations, ensuring timely and accurate processing of goods. • Utilize software tools to manage customer accounts, process orders, and track scheduling. • Develop and implement strategies for improving customer service quality and team performance. • Train and mentor new employees to encourage attention to detail and align with company standards. • Coordinate call center operations, ensuring seamless communication and customer satisfaction. • Monitor and optimize processes related to uniform solutions and cloud-based applications. • Maintain strong relationships with customers, addressing concerns and providing tailored solutions. • Collaborate with cross-functional teams to align operational goals with customer needs. • Analyze performance metrics to identify areas for improvement and implement corrective actions.
2026-03-02T00:00:00Z

Customer Service Manager

Dixon, CA
onsite
Contract / Temporary to Hire
40 - 55 USD / Hourly
Job SummaryPermanent Hire OpportunityThis position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.<ul><li>Sales Partner Management: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
2026-02-06T00:00:00Z

Customer Service Manager

Elkhart, IN
onsite
Permanent
60000 - 70000 USD / Yearly
On Behalf of our client we are looking for an experienced and motivated Customer Service Manager to lead a customer service team in Elkhart, Indiana. This role involves overseeing daily operations, ensuring excellent service delivery, and fostering a collaborative and highperforming work environment. The ideal candidate will bring strong leadership skills and a dedication to enhancing both employee and customer experiences. Compensation: $60,000-$70,000 + 10% Bonus8:00am-5:00pm– OnsiteBenefits: Medical, Dental, Vision, 401k, PTO Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster Responsibilities:• Lead and mentor the customer service team• Cultivate a positive and productive team atmosphere• Oversee daily customer service operations, ensuring efficient handling of inquiries, service requests, and escalations.• Address operational challenges to improve customer satisfaction• Provide administrative support to the District Manager• Supervise office operations, including clerical tasks, records management, and workflow coordination.• Organize and execute training programs, workshops, meetings, and special events to support team development.• Make sure KPI's are met total calls, abandoned calls, wait times, etc. • Recommend and implement process improvements to enhance service quality and operational efficiency.
2026-02-20T00:00:00Z

Member Experience Coordinator

Indianapolis, IN
onsite
Temporary
15 - 16 USD / Hourly
We are looking for a dedicated Member Experience Coordinator to join our team in Indianapolis, Indiana. In this long-term contract position, you will play a vital role in ensuring exceptional service and support for our members, fostering positive experiences through attentive communication and efficient problem-solving. This role offers the opportunity to be part of a respected organization that values growth, collaboration, and member satisfaction. Responsibilities:• Process incoming mail, including direct mail responses, address changes, undeliverable items, and member correspondence.• Provide internal support by answering procedural questions and offering technical assistance to staff.• Handle inbound member interactions, such as new membership enrollments, billing inquiries, change requests, and cancellations, with a focus on retention.• Conduct outbound member outreach to support retention initiatives and enhance member satisfaction.• Assist with web-related tasks, including address updates, duplicate card requests, and account login troubleshooting.• Manage membership transfers in and out of designated territories using specialized applications.• Maintain accurate records and ensure timely processing of member requests and correspondence.• Collaborate with management to perform additional duties as needed, contributing to team objectives and organizational success.
2026-03-04T00:00:00Z

Membership Engagement Coordinator

Houston, TX
onsite
Temporary
28.85 - 36.06 USD / Hourly
Position OverviewWe are seeking a proactive and relationship-driven Membership Engagement Coordinator to support member growth, retention, and engagement initiatives. This individual will serve as a key liaison between the organization and its membership base, ensuring a high-touch member experience while leveraging marketing strategies to drive awareness, participation, and long-term retention.The ideal candidate understands both relationship management and marketing fundamentals — using data, messaging, and campaigns to enhance member value and organizational impact. Key Responsibilities<ul><li>Develop and execute engagement plans that increase member participation, satisfaction, and retention.</li><li>Track engagement metrics and retention trends, identifying opportunities to improve the member journey.</li><li>Collaborate with the marketing team to develop campaigns promoting membership benefits, events, and initiatives.</li><li>Assist with content creation including email newsletters, social media posts, promotional materials, and website updates.</li><li>Support marketing automation and CRM efforts to segment audiences and personalize communications.</li><li>Analyze campaign performance and member engagement data to inform future strategies.</li><li>Contribute ideas to grow membership acquisition through targeted outreach and strategic messaging.</li></ul>
2026-03-02T00:00:00Z

Customer Account Manager

San Francisco, CA
onsite
Temporary
23.73 - 23.73 USD / Hourly
We are looking for a Customer Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be the primary point of contact for post-sale customer service, handling inquiries and resolving issues efficiently. This position requires a blend of customer support expertise, knowledge of commercial insurance, and the ability to work closely with internal teams and AI systems to deliver exceptional service. Responsibilities:• Address customer inquiries related to certificates of insurance, policy updates, billing matters, renewals, and claims with accuracy and attention to detail.• Take ownership of issue resolution by following up with carriers, tracking progress, and ensuring customers are informed throughout the process.• Develop a deep understanding of policy types, coverage basics, and carrier procedures to provide confident and accurate responses.• Document interactions and patterns to enhance AI systems and contribute to smarter product development.• Identify recurring problems and friction points, escalating them to Product and Engineering teams for resolution.• Build customer trust and loyalty by providing fast, thorough, and helpful service in every interaction.• Collaborate daily with Sales, Customer Experience teams, and AI systems to ensure seamless customer support.• Maintain detailed and accurate records of customer interactions and resolutions.• Proactively surface opportunities for improving processes and customer experience. ** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013387318 **
2026-03-04T00:00:00Z

Service Delivery Manager

Troy, MI
onsite
Permanent
75000 - 85000 USD / Yearly
We are looking for an experienced MSP Sales Manager to join our team in Troy, Michigan. As MSP Sales Manager your primary goal is to drive revenue growth by creating new sales opportunities and serving as the technical authority throughout the sales lifecycle. The MSP Sales Manager partners closely with Operations, and Leadership to design, position, and present managed IT, cloud, security, and telecommunications solutions aligned with Clear Rate’s service portfolio and customer business objectives. The MSP Sales Manager will be hands-on within managed services environments, understanding MSP operations and service delivery, and can translate complex technical concepts into clear business value. This role participates in discovery, solution architecture, pricing strategy, and post-sale transition to ensure seamless customer experience. Responsibilities:• Identify and pursue revenue opportunities, achieving monthly targets post-ramp-up.• Manage the sales lifecycle, from technical discovery through solution design, proposal development, and deal closure.• Conduct in-depth assessments to understand client environments, operational challenges, and strategic goals.• Develop and present scalable solutions, including managed IT services, cloud platforms, security measures, and connectivity options.• Act as a technical expert during customer meetings, presentations, and solution evaluations.• Collaborate with internal teams to design operationally sound and profitable service offerings.• Create pricing models and service bundles that balance customer needs and company profitability.• Translate technical solutions into clear, impactful value propositions for clients.• Support vendor selection, product positioning, and differentiation strategies.• Facilitate a smooth transition from sales to operations, ensuring successful onboarding and post-sale processes.
2026-02-27T00:00:00Z

Service Delivery Manager

Raleigh, NC
onsite
Permanent
90000 - 100000 USD / Yearly
We are looking for a dedicated Tech Support Manager to oversee IT Service Desk operations in our communications-focused organization based in Raleigh, North Carolina. In this role, you will lead a team of technicians, ensuring excellent customer service, efficient ticket management, and effective knowledge-sharing practices. The ideal candidate will have a hands-on approach, strong technical expertise, and proven leadership skills to mentor staff and enhance overall service delivery. Responsibilities: • Lead and manage the IT Service Desk team, ensuring efficient handling of support requests and maintaining high service quality. • Develop and implement strategies to keep user PCs secure, updated, and performing optimally. • Mentor and train team members to enhance their technical skills and attention to detail. • Conduct regular team meetings, performance reviews, and escalate incidents when necessary. • Build strong relationships with stakeholders and align IT service delivery to meet business needs. • Oversee PC inventory, including asset management, lifecycle planning, and procurement processes. • Ensure timely resolution of hardware and software issues, including patch management. • Monitor and improve team metrics, KPIs, and customer satisfaction surveys to drive service excellence. • Collaborate with other departments, including cybersecurity and IT leadership, to optimize operations. • Stay updated on industry trends and recommend improvements to tools, processes, and service strategies.
2026-03-04T00:00:00Z

Service Delivery Manager

Winter Park, FL
onsite
Permanent
90000 - 115000 USD / Yearly
We are looking for an experienced Service Delivery Manager to oversee IT operations and ensure seamless delivery of technology services to our clients. This role requires strong leadership skills and a deep understanding of IT infrastructure and support systems. Based in Winter Park, Florida, you will play a critical role in managing service performance and driving efficiency. Responsibilities: • Manage the delivery of IT services, ensuring performance standards and client satisfaction are consistently met. • Oversee remote desktop support operations to resolve technical issues quickly and effectively. • Coordinate and optimize the use of collaboration tools such as Cisco Webex Meetings. • Administer and maintain Azure Active Directory, ensuring secure and efficient user management. • Implement and monitor ITIL processes to improve service delivery and operational excellence. • Lead the deployment and management of Intune for device and application management. • Collaborate with cross-functional teams to align IT services with business needs. • Identify and address areas for improvement in service delivery processes. • Develop and maintain documentation for IT service protocols and procedures. • Train and mentor team members to enhance technical skills and performance.
2026-03-04T00:00:00Z

Client Relationship Manager

Minneapolis, MN
onsite
Permanent
55000 - 70000 USD / Yearly
We are looking for an experienced Client Relationship Manager to join our team in Greater Twin Cities area in Minnesota. In this role, you will support Financial Advisors by providing client support, ensuring smooth operations and excellent client service. This position is ideal for someone with strong problem-solving skills and a passion for delivering exceptional support in a dynamic, growth-oriented environment. Key Responsibilities:<ul><li>Oversee all operational aspects related to client management, including paperwork processing and execution of client requests.</li><li>Deliver high-quality service by understanding clients’ individual needs and responding promptly.</li><li>Work closely with Financial Advisors to ensure compliance with company policies and procedures.</li><li>Provide backup coverage for other support staff during periods of high volume or absence.</li><li>Utilize internal computer systems to support client service and drive business efficiency.</li><li>Serve as the main operational resource and first contact for Financial Advisors’ operational needs.</li><li>Maintain strict confidentiality at all times.</li><li>Research, resolve, and follow through on complex client account issues until resolution is achieved.</li></ul>If you are interested in joining a growing firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.
2026-02-26T00:00:00Z

Client Relationship Manager

Minneapolis, MN
onsite
Permanent
85000 - 110000 USD / Yearly
We are looking for a dedicated Client Relationship Manager to join our client's team in Twin Cities. In this role, you will play a key part in supporting our advisors by providing planning and operational support interacting with clients. This position requires a proactive and detail-oriented individual who can manage account tools effectively and deliver exceptional service. Responsibilities:• Become the first point of contact for key clients of the firm• Utilize financial planning software to support retirement, education, tax, charitable, estate, or insurance planning.• Prepare and manage documentation for client onboarding, transfers, and money movement, ensuring timely submission to custodians.• Monitor account activities to confirm proper transfer and tracking of business operations.• Develop expertise in custodial platforms to enhance operational efficiency.• Handle tasks to effectively support financial operations.• Utilize CRM to document tasks and maintain accurate records.• Perform various other duties that contribute to the success and growth of the firm.
2026-02-20T00:00:00Z

Customer Success Manager

El Cajon, CA
onsite
Temporary
33 - 35 USD / Hourly
Our client, a well-established nonprofit organization, is seeking a dedicated Customer Success Manager to ensure an exceptional experience for their stakeholders and supporters. This role is integral to building strong relationships, maximizing engagement, and fostering long-term connections in support of the organization’s mission. Key Responsibilities:<ul><li>Serve as the primary point of contact for donors, members, and partners, ensuring their needs are met in a timely and professional manner.</li><li>Develop programs and strategies to onboard, retain, and engage stakeholders.</li><li>Monitor stakeholder satisfaction and proactively address any concerns or issues.</li><li>Collaborate across departments to enhance service delivery and stakeholder experiences.</li><li>Prepare and analyze reports related to stakeholder engagement and satisfaction.</li><li>Assist in the development and implementation of process improvements to optimize supporter journeys.</li><li>Represent the organization at events and develop community partnerships as needed.</li></ul>
2026-02-18T00:00:00Z

Customer Success Manager

New York, NY
onsite
Permanent
200000 - 300000 USD / Yearly
We are looking for an experienced Customer Success Manager to oversee the successful integration and use of our AI-powered delivery platform. In this role, you will guide customers through onboarding, implementation, and optimization processes while acting as a trusted advisor to ensure they achieve measurable business outcomes. You will collaborate closely with cross-functional teams to enhance workflows, address challenges, and drive customer satisfaction. Responsibilities: • Facilitate onboarding sessions to help customers configure the platform within their existing systems and workflows. • Provide guidance on AI copilot setup and workflow optimization to ensure seamless implementation. • Develop personalized rollout strategies tailored to each customer’s needs and team structures. • Deliver training sessions to familiarize users with AI-driven tools, including automated requirements capture and real-time synchronization. • Assist customers in integrating the platform with their internal systems and historical data sources. • Build and nurture strong relationships with solution engineers, system integrators, and services teams focused on quality and detail. • Advocate for customer feedback to influence product enhancements and roadmap development. • Diagnose and resolve technical or process-related issues, collaborating with engineering teams as necessary. • Monitor adoption metrics and recommend workflow improvements or new features to maximize customer success. • Create detailed success plans, quarterly business reviews, and actionable insights to drive retention and account growth.
2026-02-11T00:00:00Z

Customer Success Manager

San Diego, CA
onsite
Temporary
30 - 34 USD / Hourly
Join our team as a Customer Success Manager and play a pivotal role in fostering long-term client relationships. In this role, you will ensure our customers derive maximum value from our services and support their ongoing business growth. Key Responsibilities:<ul><li>Serve as the primary point of contact for assigned clients, promoting effective onboarding, engagement, and satisfaction.</li><li>Proactively identify customers’ needs and partner with internal teams to resolve issues and exceed expectations.</li><li>Monitor client usage data to recommend service improvements, training, or product enhancements.</li><li>Develop strong, trust-based relationships with key stakeholders and provide strategic guidance to aid customers’ success.</li><li>Conduct regular account reviews and business meetings to track progress on client goals and measure satisfaction.</li><li>Address escalated issues, manage renewals, and promote additional offerings when appropriate.</li></ul>
2026-02-18T00:00:00Z

Customer Care Manager

Davenport, IA
onsite
Permanent
47000 - 55000 USD / Yearly
Are you a people‑first leader who loves developing teams, improving performance, and creating an outstanding customer experience? Do you thrive in fast‑paced environments where coaching, accountability, and positivity all matter? If so… this role was made for you.We’re looking for a Customer Care Manager to lead our client's Appointment Center/Customer Care team — someone who knows how to build morale, boost KPIs, and bring out the best in every team member. What Makes This Role ExcitingThis isn’t a behind‑the‑glass leadership job. You’ll be in the action — coaching, strategizing, refining processes, and celebrating wins. You’ll shape a team’s culture, impact customer satisfaction, and directly influence company growth.If you love meaningful leadership and hands‑on impact, you’ll feel right at home. What You’ll Lead & OwnIn this role, you’ll take charge of:Team Leadership & Coaching<ul><li>Managing daily operations of the Appointment & Customer Care Center</li><li>Providing real‑time coaching through call reviews, scripting feedback, and performance mentoring</li><li>Supporting and developing team members to reach their full potential</li></ul>Driving KPIsYou’ll oversee improvement and consistency in:<ul><li>Low cancellation rate</li><li>Speed to lead</li><li>Lead‑to‑appointment conversion</li><li>Appointment run rate</li></ul>Operational & People Management<ul><li>Running weekly/monthly leadership meetings</li><li>Interviewing, evaluating, and partnering with HR on performance management</li><li>Supporting hiring, onboarding, and training</li><li>Handling escalated customer issues with professionalism</li><li>Overseeing receptionist and inside sales teams</li><li>Fostering a positive, engaging employee and customer experience</li></ul>
2026-02-25T00:00:00Z

Customer Care Manager

Davenport, IA
onsite
Temporary
47000 - 55000 USD / Yearly
Customer Care ManagerOn-site | $47,000–$55,000 + Monthly Bonus | Full-Time A growing organization is partnering with Robert Half to hire a hands-on, people-focused Customer Care Manager to lead their Customer Care team. What You’ll Do<ul><li>Lead and support the Customer Care/Appointment Center team</li><li>Coach team members through call reviews and scripting feedback</li><li>Drive performance across key KPIs (speed to lead, conversions, run rate, cancellations)</li><li>Create action plans to improve results</li><li>Assist with hiring, training, and performance evaluations</li><li>Handle escalated customer issues with professionalism</li><li>Oversee receptionist and inside sales support</li><li>Foster a positive, accountable, team-centered environment</li></ul>Why This Role MattersYou’ll shape the customer experience, coach a motivated team, and make a measurable impact on performance and culture. Apply to share your resume and connect with our team today by calling (563) 359-7535.
2026-02-17T00:00:00Z

Recruitment Manager

Wilkes-Barre, PA
onsite
Contract / Temporary to Hire
33 - 40 USD / Hourly
Are you a relationship‑driven, high‑energy recruiting professional who loves matching top talent with the right opportunities? Do you thrive in a fast‑paced environment where your ideas, creativity, and strategic thinking directly shape company growth? If you’re ready to lead, innovate, and elevate a full-cycle recruitment function — we want to meet you. We’re searching for a dynamic Recruitment Manager who is passionate about people, process, and performance. This is your chance to step into a visible, impactful leadership role where recruiting isn’t just a function — it’s a competitive advantage. Responsibilities:<ul><li>Lead full-cycle recruitment for various roles, collaborating with business leaders to understand staffing needs (Source: Job Search Strategies Guide.pdf).</li><li>Develop sourcing strategies to attract top talent through job boards, networking, and social media.</li><li>Oversee and mentor a team of recruiters, ensuring best practices in candidate screening and selection.</li><li>Manage relationships with external recruitment agencies and vendors.</li><li>Ensure compliance with employment laws and company policies.</li><li>Analyze hiring metrics to identify areas for improvement and deliver regular reports to senior management.</li><li>Promote our company’s employer brand to enhance candidate engagement.</li></ul>
2026-03-04T00:00:00Z