Client Success Specialist jobs in California

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CLIENT SUCCESS SPECIALIST

Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions Researches and assists in solving complicated client requests b...

CompanyUbiquity Retirement + Savings
AddressSan Francisco, CA
CategoryInformation Technology
Salary$55,000 - $65,000 a year
Job typeFull-time
Date Posted a month ago See detail

Client Success Specialist

Ubiquity Retirement + Savings

San Francisco, CA

$55,000 - $65,000 a year

Monitors our support queue, classifies cases for the team based on the type of inquiry, and responds to cases to help our clients with their retirement plan questions Researches and assists in solving complicated client requests b...

Client Relations Management Specialist

Gebbs

Los Angeles, CA

Communicates effectively to deliver department goals, respond to market trends and meet unexpected challenges involved with functioning independently in a fast-paced CRM environment. Manages the primary liaisons between the Client...

Customer Success Specialist Imaging - IT

Zeiss

Pleasanton, CA

Work with customers to solve imaging science computing process problems with ZEISS software and ZEISS or Customer supplied computing hardware. Discuss IT related technical requirements and infrastructure and data security question...

Director of Client Success

Optiwatt

San Francisco, CA

Setup robust systems for invoicing, contracting, data processing, and delivery across all clients. Interface with clients to understand their goals, objectives, budget cycle, future product positioning, and executive initiatives....

Director of Client Success (Optiwatt)

Active Impact Investments

San Francisco, CA

Interface with clients to understand their goals, objectives, budget cycle, future product positioning, and executive initiatives. Deep technical understanding of demand response markets and players, OR a desire to learn the space...

Client Partnership/Business Development Specialist

Brewer Direct Inc.

Monrovia, CA

$50,000 - $65,000 a year

Demonstrates strong agency knowledge of agency services, systems, and processes. Works with SVP, Client Partnership to cultivate existing sales pipeline and development of new business opportunities. Conducts thorough market resea...

Director of Client Success

Healthcomp

Fresno, CA

Lead and develop a team of talented Client Success Managers with varying levels of experience and tenure supporting a portfolio / book of business; may include Fortune 500, employer, health system and health plan clients. Deliver...

Client Support Specialist

U.s. Legal Support

Woodland Hills, CA

$17 - $24 an hour

Investigate and research problems thereby ensuring proper corrective action is taken Quickly address client and sales partner inquires and resolve any issues to final resolution Set-up new client accounts via the company portal Di...

Client Relationship Specialist- Encino, CA

Charles Schwab

Encino, CA

$41,400 - $76,000 a year

Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or ho...

Client Services Specialist

Competitive Edge Physical Therapy, Inc

San Jose, CA

Act as the primary contact for new and existing clients at the front desk and via phone, delivering exceptional service that reflects our clinics core values. Manage incoming calls from new leads with the goal of securing evaluat...

Key Client Success Coordinator

Ramp Logistics

Irvine, CA

$26 - $32 an hour

Monitor shipping and receiving activity to ensure compliance with SLAs and work specifications. Respond to client email and phone inquiries. Develop and manage client relationships, building understanding and trust. Track and foll...

Client Relations Specialist - CA EOR

Maxim Healthcare Services

Alhambra, CA

Maintains the confidentiality of program participants. Completes the consumer admissions/intakes as directed by the management team. Completes quarterly customer service calls. Attends consumer service planning meetings as instruc...

Client Service Imaging Specialist

Adecco

Cypress, CA

$30.00/Hour

Support the Patient Assistance Letter program.. The candidates will be working with three other team members.. Responsible for opening letters, scanning and entering negative authorizations into the system.. High School Diploma, G...

Customer Success Specialist

Open Gym Premier

Anaheim, CA

$20 - $30 an hour

Build and maintain strong, long-lasting customer relationships. Act as a primary point of contact for Passport customer inquiries, issues, and feedback. Communicate with coaches/directors to facilitate a smooth roster submission p...

Client Intake Specialist

Clarity Counseling & Wellness

San Carlos, CA

$35 an hour

Contact clients in a timely and professional manner. Conduct initial assessments to gather information about client needs and goals. Schedule new client appointments and manage therapist calendars. Communicate with therapists to c...

Client Specialist - Womens Ready to Wear, Reiss, Full Time - San Francisco

Bloomingdale's

San Francisco, CA

Day-1 Medical, Dental, Vision Benefits for eligible colleagues. Competitive Pay. Paid Time Off. Flexible Holiday Time-Off & Flexible Scheduling. Fully Funded Education Benefits (100% tuition coverage including books and fees). Ins...

Customer Success Specialist

Hexagon Roofing Inc.

Los Angeles, CA

$25 an hour

8 hour shift. Los Angeles, CA 90068: Reliably commute or planning to relocate before starting work (Required). Dispatching: 1 year (Preferred). Bonus opportunities. 8 hour shift. Los Angeles, CA 90068: Relocate before starting wor...

Senior Client Success Manager: Energy Projects (Remote, North America)

Veckta Corporation

San Diego, CA

$120K - $152K a year

Serving as the lead customer-facing representative for assigned client accounts, maintaining strong relationships, developing and influencing the structure of decarbonization programs, and acting as a trusted advisor. Directing th...

Academic Success Specialist

Art Of Problem Solving

San Diego, CA

$60,000 - $70,000 a year

Respond promptly to customer course/curriculum/textbook inquiries, ensuring customer satisfaction, through multiple channels including email and phone. Provide consultation services to prospective customers (parents) and helps the...

Client Success Manager

Financial Finesse

El Segundo, CA

$85,000 a year

Act as a liaison between our clients and our internal teams. Assume the responsibility of client advocate, liaising with our financial coaching, marketing, and technology teams to ensure that our clients receive the optimal value...

Senior Client Services Specialist (100% Remote - Anywhere USA)

Dentalxchange

Irvine, CA

$20 - $22 an hour

Answer incoming calls and chats from clients to address their issues promptly and document each phone call in the Approver ticketing system. Effectively troubleshoot and manage support issues. Document each phone call in the ticke...

Client Service Specialist- AT&T

Clear Concepts Management

Vallejo, CA

Qualify leads by assessing their needs and interest level. Create and deliver compelling sales presentations to potential customers and tailor your presentations to address specific customer needs and concerns. Be able to effectiv...

Client Partner - Customer Success

Incredible Health

San Francisco, CA

$88.5K - $112K a year

Own Value Creation for an assigned book of hospitals and health systems - measured through Client Retention, Revenue Growth, & Employer Optimization. Creation and execution of growth strategies with a defined set of clients, focus...

Client Support Specialist I

One Workplace

Oakland, CA

$23.28 - $29.09 an hour

15 days of PTO 9 Paid holidays Medical/Dental/Vision Insurance Profit Sharing 401k + Employer Match Wellness App with reimbursement of up to $500/year Work closely with the Client Experience Manager to provide excellent customer s...

Animal & Client Care Specialist

Santa Barbara Humane

Goleta, CA

$21 an hour

If a four-day workweek caring for cats and dogs sounds like your dream job, we'd like to hear from you!As an Animal & Client Care Specialist at Santa Barbara Humane you'll provide compassionate care for animals, bring and keep fam...

Client Service Specialist (Hybrid)

Nfp

San Rafael, CA

Develop and maintain strong relationships with clients, Advisors and other team members across the firm. Fulfill on-going client requests. Assist clients in a timely and accurate manner, striving to exceed client expectations. Com...

Client Onboarding Specialist - Payroll - Bilingual

Adp

La Palma, CA

Are you ready to join a company offering career advancement opportunities throughout your career journey? Are you looking for an inclusive environment with a culture of collaboration and belonging? You have at least three years of...

Client Service Specialist - Small Commercial (Xpress)

Relation Insurance Inc

Santa Maria, CA

This role will be working alongside the Account Managers within the Relation Xpress division, which handles small accounts under $3k in revenue. Handles endorsements including entering on company websites, follows up on endorsemen...

Financial Planning / Client Service Specialist

Shah & Associates / Ameriprise Financial

Chino Hills, CA

Provide client relationship support for existing high net worth professionals and small business owners. Learn to conduct financial analysis and review of each client specific situations to support the advisors for the client meet...

Client Support Specialist

Trustly

San Carlos, CA

Omni-Channel: Supporting customers across channel types - email, chat/messaging, and phone (video in the future).. Trouble-shooting: Using a systematic approach to isolating, understanding and solving complex problems.. Educate:...