44 client account manager jobs at 31 companies in Defiance, OH
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Account Manager
Maumee, Ohio, United States
OnsiteFull Time
5+ YOEManage client relationships, drive technical sales, conduct product demos, use CRM and analytics tools; bachelor's or 2-year technical degree preferred; 5+ years technical sales/account management experience preferred.
RubberTree, Salesforce, Microsoft Office, Power BI
1w
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
2w
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Account Manager
Lima, Ohio, United States
$61k-$76k/yr OnsiteFull Time
3+ YOEHigh school diploma (BA preferred), 3+ years managing onsite teams, strong coaching/training, MS Office proficiency, financial and client relationship skills.
Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word
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WTOL 11 Account Manager
Toledo, Ohio, United States
$24-$30/hr OnsiteFull Time
1+ YOE1-3 years account management in media sales; track record retaining and growing clients; knowledge of broadcast and digital marketing solutions, Google Analytics desirable; experience with CRM and Microsoft Office; strong communication, decision-making, and organizational skills.
Google Analytics, CRM, Microsoft Office
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Logistics Account Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
1+ YOE1–3 years sales or logistics experience preferred; strong communication, negotiation and organizational skills; high school diploma required; entrepreneurial mindset and client relationship ability.
2mo
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Client Success Analyst
Maumee, Ohio, United States
OnsiteFull Time
3+ YOE3+ years in client success/account management with SaaS subscription experience; Bachelor's degree or equivalent; strong communication, problem-solving, CRM familiarity; experience with Infor or Deltek is a plus.
CRM, Infor, Deltek, E-Verify
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Personal Lines Account Manager
Fort Wayne, Indiana, United States
$15-$19/hr OnsiteFull Time
1+ YOERequires at least one year of insurance client service experience, a Property and Casualty Insurance License or ability to obtain it within 60 days, and Microsoft Office proficiency. Applied EPIC or AMS360 experience is preferred.
Applied EPIC, AMS360, Microsoft Office
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J.P. Morgan Wealth Management – Private Client Advisor - Lima / Celina / Wapakoneta - Ohio
Lima or Celina or Wapakoneta
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, Series 7 and Series 66 (or 63/65) active or obtained within 60 days, life/health/long-term-care insurance license, client acquisition and goals-based planning experience.
1w
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Small Business Client Service Specialist
Medina or Athens or Wilmington or Lima or Franklin or Buckeye Lake
OnsiteFull Time
1+ YOEBachelor's degree in risk management or related field preferred, or IRMI, PLCS, or equivalent designation; 1+ year insurance experience; active property and casualty license; commercial insurance knowledge and strong communication skills.
insurance management systems
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Tax Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Manage tax engagements, lead and develop staff, review tax returns and research, maintain technical expertise in multiple tax areas, and build client relationships.
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IronSpire Tax Manager, Estate, Gift & Trust
Tampa or Washington or Hartford or Nashville or Costa Mesa or San Jose or Boston or Chicago or Columbus or Dallas or Denver or Fort Lauderdale or Fort Wayne or Grand Rapids or Indianapolis or Knoxville or Lexington or Plano or Louisville or Los Angeles or Miami or New York or Oakbrook Terrace or Sacramento or San Francisco or South Bend or Houston or Austin or Florida
$96k-$195k/yr HybridFull Time
5+ YOECPA or JD required; minimum 5 years in public accounting, law, or family office; deep expertise in estate, gift, and trust taxation; client relationship, leadership, and mentorship skills.
2w
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Tax Manager
Maumee, Ohio, United States
OnsiteFull Time
Prepare and review complex tax returns, conduct tax research, supervise staff, provide tax planning, and maintain client relationships. CPA or pursuing and bachelor\u0002s degree required.
3mo
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Commercial Banking Relationship Manager
Fishers or Fort Wayne or Muncie or South Bend
OnsiteFull Time
6+ YOECommercial relationship management experience, portfolio management, sales and cross-selling; 6-8 years preferred; bachelor’s in Business/Finance/Economics/Marketing preferred; strong client relationships and risk awareness.
Microsoft Office, CRM software
2mo
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Premium Services Manager
Lima, Ohio, United States
$50k-$60k/yr OnsiteFull Time
Lead member and training client care; onboarding, account management, issue resolution, retention; coach team; analyze metrics; cross-department collaboration.
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven client relationship leadership in wealth management, expertise in investment operations, account administration, CRM and portfolio systems, strong analytical, communication, and compliance skills.
CRM, portfolio management systems
2mo
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Financial Advisory - Relationship Manager
Fort Wayne, Indiana, United States
OnsiteFull Time
Proven experience leading client relationships in wealth management, expertise in investment operations and account administration, strong attention to compliance/documentation, and familiarity with custodians, CRM and portfolio platforms.
CRM, portfolio management platforms
3w
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Business Relationship Manager
Toledo, Ohio, United States
$129k-$174k/yr OnsiteFull Time
15+ YOEManaging client relationships and account growth, engaging C-level stakeholders, driving revenue and pipeline, overseeing SAP/AMS/data & analytics/cybersecurity initiatives, governance and delivery excellence.
SAP, AMS, AI, GenAI
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Brand Engagement Manager
Detroit or Toledo or Columbus
HybridFull Time
3+ YOE3+ years in account management or related discipline; bachelor's degree preferred; strong communication, organizational, analytical, and client-service skills; proficiency with Microsoft Office and project/financial reporting concepts.
Microsoft Office, EOS Scorecards
2mo
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Managed Services - Revenue Cycle Coding - Senior Manager
Atlanta or Indianapolis or Grand Rapids or Raleigh or Charlotte or Jacksonville or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Baltimore or Louisville or Birmingham or St. Louis or Salt Lake City or Spartanburg or Albany or Tampa or Toledo or Tulsa or Austin or Washington or Miami or Milwaukee or Minneapolis or Denver or Des Moines or Nashville or Boca Raton or Detroit or New Orleans or Buffalo or Oklahoma City or Fort Worth or Greensboro or Phoenix or Pittsburgh or Houston
$124k-$280k/yr OnsiteFull Time
6+ YOEBachelor's degree, at least 6 years' experience, strong financial strategy and statement analysis skills, systems thinking, team leadership, client communication, and experience improving financial operations.
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