5 client account manager jobs at 5 companies in Eagle Point, OR
1mo
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Client Manager - Personal Insurance
Corvallis or Beaverton or Bend or Madras or Medford or Newport
OnsiteFull Time
Deliver client service for personal insurance: handle service requests, manage renewals and marketing, negotiate with carriers, maintain account data, and identify up-sell opportunities.
1mo
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Senior Client Implementation Specialist
Chattanooga or Durham or Pittsburgh or Medford
OnsiteFull Time
5+ YOEFive years of SaaS implementation and project lifecycle experience; PMO operations experience; bachelor's degree in IT, computer science, or accounting and finance; Microsoft Office, Adobe Acrobat, and Internet proficiency.
Microsoft Office, Adobe Acrobat, Internet
3w
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Director, State & Local Tax
St. Petersburg or Knoxville or Medford or Raleigh or Meridian or Boise or Houston
OnsiteFull Time
10+ YOE5+ Mgmt10+ years tax experience with 5+ years leadership in State & Local Tax, CPA preferred, bachelor’s in accounting or related field, multistate SALT expertise, client advisory and business development experience.
2w
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Sales Representative
Grants Pass, Oregon, United States
FieldFull Time
Prospect new accounts, manage existing clients, present product options and assist with custom teamwear orders; strong communication and sales orientation required.
3w
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Branch Office Administrator - Grants Pass, OR
Grants Pass, Oregon, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service via calls/email/in-person, manage account openings/transfers, prepare meeting materials, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office