33 client account manager jobs at 22 companies in Findlay, 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
3mo
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Account Manager
Findlay, Ohio, United States
OnsiteFull Time
3+ YOE3+ Mgmt3-5+ years sales/management in building maintenance or facility management; 3+ years client retention; high school diploma; MS Office and CRM; strong communication; travel to client locations.
Microsoft Office, CRM
3w
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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.
1mo
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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
2w
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WTOL 11 Account Manager
Toledo, Ohio, United States
$20/hr OnsiteFull Time
1+ YOERequires 1–3 years supporting account executives in media sales, client retention and growth experience, CRM and MS Office experience, marketing knowledge, and strong communication, organization, and problem-solving skills.
Google Analytics, CRM systems, Microsoft Office, Microsoft Excel
1mo
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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
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
1mo
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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.
2w
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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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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
4d
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Experienced CPA (in-office role)
Archbold or Bryan or Defiance or Lima or Minster or Saint Marys or Van Wert or Wapakoneta
OnsiteFull Time, Part Time
4+ YOECPA in good standing with the Accountancy Board and at least 4 years of recent public accounting experience; requires client management, technical accounting expertise, and team coaching skills.
3w
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Experienced Bookkeeper/Bookkeeping Manager (QuickBooks Online & Desktop)
Sylvania, Ohio, United States
OnsitePart Time
5+ YOE5+ years QuickBooks Online and Desktop experience, full-cycle bookkeeping, reconciliations, payroll support, financial reporting, Microsoft Excel proficiency, ability to manage multiple clients independently.
QuickBooks Online, QuickBooks Desktop, Microsoft Excel
2mo
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Financial Management Consultant
Columbus or Toledo or Akron or Cleveland
$83k-$125k/yr OnsiteFull Time
5+ YOE5+ years financial management consulting experience; Bachelor's in Accounting, Finance, or Engineering required; experience with financial modeling, utility rate studies, client engagement, and business development; travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Project Director (Utility/Substations)
Tiffin or Columbus
$160k-$210k/yr OnsiteFull Time
15+ YOE15+ years experience, bachelor’s in construction management/engineering/business, strong communication, problem-solving, prioritization, leadership, and willingness to travel; accountable for project delivery and client relationships.
1mo
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Project Executive
Maumee, Ohio, United States
$137k-$175k/yr HybridFull Time
14+ YOEBachelor's in engineering required; 14+ years project management experience; PE and PMP preferred; MBA or master's preferred; accountable for project performance, risk, financials, and client relationships.
BuildingConnected, TradeTapp
2mo
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CAAS - Market Facing CFO (Nonprofit Industry)
Maumee or O'Fallon or Dixon or Bloomington or Chicago or Findlay or Canton or Peoria or Champaign or Akron
$127k-$228k/yr OnsiteFull Time
8+ YOE8+ years in accounting/finance with deep nonprofit specialization; bachelor’s required; CPA highly preferred; experience building/managing teams and business development; working knowledge of QuickBooks, Intacct, and Bill.com; ability to travel to client sites.
QuickBooks, Intacct, Bill.com
1w
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Managed Services Revenue Cycle - Director
Tampa 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 Louisville or Rochester or Sacramento or Birmingham or St. Louis or Salt Lake City or San Antonio or Spartanburg or Albany or Toledo or Tulsa or Austin or Miami or Milwaukee or Minneapolis or Denver or Montpelier or Des Moines or Nashville or Detroit or New Orleans or Buffalo or Fort Worth or Greensboro or Phoenix or Pittsburgh or Houston or Portland
$155k-$410k/yr OnsiteFull Time
8+ YOERequires a bachelor's degree and at least 8 years of experience; expertise in financial forecasting, analysis, budgeting, risk management, client relations, business development, and team leadership.
2w
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KPB Trust Analyst
Brooklyn or Toledo
$52k-$80k/yr HybridFull Time
3+ YOERequires 3+ years in financial industry or client service, fiduciary and financial product knowledge, and strong analytical, legal, regulatory, transaction, and relationship-management skills.
KeyBank trust accounting system, PC, laptop
3w
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Financial Advisor
Toledo, Ohio, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
2mo
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Sales Leader I - Healthcare Business Banking
Columbus or Indianapolis or Cincinnati or Toledo or Akron or Dayton or Louisville or Cleveland or Troy or Lexington or Detroit
$100k-$186k/yr OnsiteFull Time
8+ YOE5+ MgmtBachelors required; typically 8+ years industry experience and 5+ years management. Strong account management, client prospecting, sales leadership, risk management, and communication skills.
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