3w
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Account Manager III, Business Management
Los Angeles or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or New York City or Century City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Woodland Hills or Duluth or Irvine or Brunswick or Boca Raton or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$71k-$112k/yr OnsiteFull Time
5+ YOEBachelor's in Accounting/Finance (or equivalent), minimum 5 years accounting/bookkeeping with business management experience for high-net-worth or multi-entity clients; financial reporting, general ledger, monthly close, cash flow oversight; exceptional client service.
QuickBooks Online, AgilLink
2mo
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Account Manager
Pleasanton, California, United States
$22/hr OnsiteFull Time
3+ YOE3+ years in account management or consultative sales; experience with legal clients preferred; data-driven, proactive client-first approach.
Salesforce, Outreach, CRM
3w
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Senior Account Manager L3
Fullerton or Boise or Chicago or Dallas or New York or Pleasanton
$95k-$124k/yr HybridFull Time
6+ YOE6+ years media/retail/account management experience; strong organization, process development, presentation, and data storytelling skills; client-facing with CRM hygiene and upsell focus; ability to travel to client sites as needed.
CRM
3d
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Account Mgmt Manager
Dublin, California, United States
$121k-$175k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience, bachelor's degree preferred, proven supervisory and leadership skills, strong Microsoft Office proficiency, ability to manage client relationships and operational delivery.
Microsoft Word, Microsoft Excel, Microsoft Outlook
5d
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Account Manager Trucking
Stockton, California, United States
$75k-$85k/yr OnsiteFull Time
10+ YOE7+ Mgmt10+ years logistics/transportation leadership, 7+ years directing $75M+ operations, experience managing multiple client locations and direct reports, HS diploma required, bachelor\u0002s preferred.
2w
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Senior Account Manager - Employee Benefits
Sacramento or Fresno or Stockton or Santa Maria or Pleasant Hill
$53k-$109k/yr OnsiteFull Time
5+ YOE5+ years account management in insurance (Accident & Health focus), Life Accident & Health license, high school diploma (bachelor's preferred), strong MS Office skills, client relationship and compliance knowledge.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
2w
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Client Portfolio Manager, Advisory Solutions (FTIS)
San Mateo or San Ramon or Pasadena
$150k-$200k/yr HybridFull Time
5+ YOEBachelor's degree required (MBA preferred, CFA a plus). 5+ years asset management experience, product/distribution experience, strong presentation and communication skills, familiarity with Bloomberg and Morningstar.
Bloomberg, Morningstar
2w
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Account Manager (Commercial Landscaping)
Pleasanton, California, United States
$78k-$95k/yr OnsiteFull Time
Manage client relationships, retain customers, develop new business, create proposals/contracts/estimates, coordinate with production teams, and promote service quality and sustainability.
3d
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Account Coordinator
Dublin, California, United States
OnsiteFull Time
Bachelor’s degree or equivalent experience; account management or related experience; strong communication, collaboration, and client-service skills.
1w
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Principal - Ostro Client Success
Pleasanton, California, United States
$115k-$175k/yr RemoteFull Time
7+ YOE7+ years digital marketing strategy and account management in healthcare/pharma agencies; experience with pharma product launches, analytics, and client retention; travel quarterly; strong communication and critical thinking.
Veeva Vault PromoMats, Veeva Vault CRM
1w
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Account Director
Fremont, California, United States
$190k-$225k/yr FieldFull Time
10+ YOE10+ years client-facing/account leadership experience in IT professional services, proven revenue growth and client management, experience with global delivery models, strong communication and problem-solving, bachelor\u0002s required, MBA preferred.
4d
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Account Coordinator
Dublin, California, United States
OnsiteFull Time
Bachelor's degree or equivalent experience preferred; account management skills, client communication, and collaboration across teams; ability to work in hybrid/office settings.
1w
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Account Director
Fremont, California, United States
FieldFull Time
10+ YOE10+ years client-facing/account leadership in IT services, proven P&L and business development track record, HiTech domain knowledge, strong communication and leadership, bachelor’s degree required, frequent client travel (~50%).
4w
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J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA
Danville, California, United States
$29-$40/hr OnsiteFull Time
Must obtain/hold Series 7 and Series 66 (or 63/65) and Life & Health Insurance license within 60 days; SIE required if registered after Oct 1, 2018. Role requires client service, account operations, KYC and compliance adherence.
1w
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Senior Tax Manager
Cupertino or Santa Cruz or Pleasanton or Sacramento or California
HybridFull Time
10+ YOECPA or EA (active or willing to reactivate), 10+ years in public accounting/tax, experience managing and developing tax professionals, deep federal/state/local tax knowledge, client relationship experience, proficiency in UltraTax/Axcess Tax/Lacerte.
UltraTax, Axcess Tax, Lacerte
2mo
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Mortgage Account Executive - Fremont, CA
Fremont, California, United States
$65k-$90k/yr OnsiteFull Time
2+ YOE2+ years sales or customer service experience preferred; familiarity with Muslim-American communities; strong communication, detail orientation, and ability to manage multiple clients; bilingual English/Urdu or Arabic preferred.
2mo
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Senior Tax Manager
Danville, California, United States
$100k-$185k/yr HybridFull Time
7+ YOE7-12 years in tax returns; CPA or EA; bachelor's degree required; master's preferred; experience managing staff and client relationships.
1w
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Customer Success Manager
Fremont, California, United States
OnsiteFull Time
2+ YOEBachelor's degree preferred; 2-4 years account management/customer success experience; strong client relationship, communication, technical competence and training skills; experience with Microsoft Dynamics CRM and AX.
Microsoft Dynamics CRM, AX
3w
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Accounting Director
San Ramon, California, United States
$90k-$100k/yr HybridFull Time
Bachelor's in accounting or related field required; prior supervisory experience; strong Excel/Office skills, analytical ability, communication, time management, and leadership; client-focused and process-oriented.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Teams
2mo
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Mortgage Loan Officer
Stockton or Modesto or Sacramento or Lodi or Turlock
$37k/yr OnsiteFull Time
Experience in loan origination and mortgage sales; ability to manage client relationships; understanding of lending guidelines.
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