49 client services consultant jobs at 24 companies in Morgan Hill, CA
4d
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Client Services Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, hospitality, recruiting, operations, financial services, consulting, or another customer-facing environment, plus strong communication and organization.
HubSpot, Salesforce
2w
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Client Relationship Consultant 2 (Banker) - Tracy, CA (30hrs)
Tracy, California, United States
$23-$28/hr OnsitePart Time
3+ YOEHigh school diploma or equivalent and typically 3–4 years of retail banking experience or equivalent training. Requires client relationship, communication, customer service, banking product, and digital service skills.
digital products, self-service technologies, National Mortgage Licensing System (NMLS)
1mo
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SAP BRIM Consultant, Director
New York City or Raleigh or Charlotte or Chicago or Cincinnati or Cleveland or Columbia or Columbus or Dallas or Baltimore or Richmond or Rochester or Rosemont or Sacramento or Boston or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or Seattle or Spartanburg or Albany or Stamford or Tampa or Atlanta or Toledo or Austin or Washington or Denver or Des Moines or Detroit or Buffalo or Florham Park or Greensboro or Hartford or Houston or Indianapolis or Grand Rapids or Jacksonville or Kansas City or Las Vegas or Little Rock or Los Angeles or Louisville or Birmingham or Fayetteville or Melville or Miami or Milwaukee or Minneapolis or Montpelier or Nashville or New Orleans or Oklahoma City or Philadelphia or Phoenix or Pittsburgh or Portland or Tampa
$155k-$410k/yr OnsiteFull Time
8+ YOEBachelor's degree,8+ years experience,proficiency with SAP Cloud for Customer and SAP CRM,strategic mindset,client-facing leadership and business development experience.
SAP Cloud for Customer, SAP CRM
3mo
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Senior Consultant, Client Services - Global Service Experience
Foster City, California, United States
$150k-$240k/yr HybridFull Time
8+ YOE8+ years of experience with a Bachelor's; digital assets knowledge; cross-functional collaboration; strong communication; agile/product mindset.
APIs, SDKs, Jira, SharePoint, MS Power Automate, Microsoft Office
2mo
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Sales Transformation Consultant - Manager Financial Services
Chicago or Milwaukee or Dallas or Columbus or Cincinnati or New York or Cleveland or Oklahoma City or Austin or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or San Francisco or Denver or Boston or Philadelphia or Overland Park or Walnut Creek or Charlotte or Seattle or Carmel or Houston or Arlington or Atlanta or Bentonville or Detroit or Nashville or Los Angeles or San Diego
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years consulting experience delivering technology implementations and digital transformations; 2+ years leading Financial Services transformations; client-facing, project delivery, and junior resource management skills; travel required.
Salesforce CRM, CPQ, Salesforce, Microsoft, Pega, Oracle, Vlocity, Apttus, SAP
1w
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Senior Client Development Manager, Energy
Raleigh or Boise or Boston or Burlington or Cleveland or Costa Mesa or Dayton or Denver or Detroit or Greenville or Hartford or Kansas City or Manchester or Parsippany or Oakland or Phoenix or Portland or Rochester or San Diego or San Jose or Tucson or Walnut Creek or Richmond or New York City or Seattle or Vancouver or Spokane or Honolulu or Maui or Portland or Grand Rapids or Missoula or Cincinnati or Annapolis or Helena or Elko or Bethlehem or Butte or Holicong or Princeton or Washington or Charlotte or White Plains or Cherry Hill
$125k-$175k/yr HybridFull Time
8+ YOEBachelor's degree in a technical discipline and 8+ years in business development or consultative sales, including 5+ years selling AEC services to energy clients; CRM, proposal, analytical, and communication skills required.
Salesforce, Deltek Vantagepoint, Customer Relationship Management (CRM)
2mo
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Client Partner, Tech & New Age (Silicon Valley)
Sunnyvale or Mountain View or Palo Alto or San Francisco or San Jose
$200k-$308k/yr OnsiteFull Time
10+ YOE10+ years selling IT services into new-age tech/hyperscaler clients; experience in account management, P&L and revenue targets, consultative sales, global delivery models, cross-functional collaboration, and C-suite engagement.
1mo
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Retirement Management Consultant
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years leading retirement solutions in financial services, 3+ years external consulting or program management, bachelor's degree, client management, communication, problem-solving, and leadership skills.
Solution Architecture
3d
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Financial Accounting Advisory Services - Senior
San Francisco or San Jose or Los Angeles or Seattle or Hoboken or New York City or Boston or Atlanta or Chicago or Dallas or Houston or McLean or Philadelphia
$109k-$170k/yr HybridFull Time
3+ YOEBachelor's degree in accounting, finance, or business; 3–5 years of public accounting audit experience; CPA eligibility; technical writing, risk management, client consulting, and team leadership skills.
1mo
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BMW Sales Consultant
Pleasanton, California, United States
$17/hr OnsiteFull Time
Prior sales or customer service experience preferred, high school diploma preferred, valid driver’s license required, intermediate Microsoft Office and web CRM skills, strong communication and basic math skills.
Microsoft Office
1w
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Planning Consultant - San Jose, CA
San Jose, California, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to acquire Series 66 after hire; 2+ years of financial services or relevant experience; strong financial planning and client relationship skills.
Salesforce, Glance
1w
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Planning Consultant - San Jose, CA
San Jose, California, United States
$66k-$125k/yr OnsiteFull Time
2+ YOEFINRA Series 7 and 66 licenses with state registrations, or ability to acquire Series 66 after hire; 2+ years of financial services experience; strong financial planning, relationship-building, and client communication skills.
Salesforce, Glance
1mo
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Child Welfare/ Health Analytics Expert
North Bethesda or San Mateo
RemoteFull Time
6+ YOEMaster's degree with 6+ years experience (3+ years in social-service data analytics); expertise in large-scale data management, AI/ML, statistical analysis, and communicating client-ready materials.
Python, GitHub, Tableau, plotly, matplotlib, SAS, R, Stata, SQL, Snowflake, Databricks, PowerBi, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Tax Experienced Associate - Private Wealth/Private Client Services
Santa Clara or San Francisco or Rancho Cordova or Walnut Creek or San Jose or Sacramento or United States or New York City or London or Los Angeles or Chicago or Boston
$83k-$109k/yr OnsiteFull Time
1+ YOEFour-year degree, eligibility for CPA, law license, or enrolled agent credential, and one year of tax compliance and consulting experience. Requires Microsoft Suite skills and strong analytical, communication, and collaboration abilities.
Microsoft Suite
3w
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Medical Spa Concierge Client Experience & Wellness Support Assistant
Monterey, California, United States
$20-$30/hr OnsiteFull Time
Background in hospitality/spa or medical preferred; exceptional customer service and professional presence; consultative sales mindset desired; detail-oriented and team-oriented; able to work evenings and weekends.
4d
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Senior Manager, Business Management - Tax Services
Century City or Salt Lake City or Chicago or Philadelphia or Dallas or Denver or Pasadena or New York City or Garden City or Nashville or San Ramon or St. Louis or Bellevue or Duluth or Woodland Hills or Irvine or Brunswick or Boca Raton or Atlanta or Boise or San Jose or San Francisco or Austin or El Segundo
$154k-$210k/yr HybridFull Time
7+ YOE2+ MgmtBachelor's degree, active CPA, 7+ years of U.S. tax compliance and consulting experience, including 2+ years managing teams. Requires complex client engagement, multi-state and foreign tax, software, coaching, and project management experience.
2w
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Team Leader - Finalta Banking
Chicago or San Jose
$128k-$130k/yr OnsiteFull Time
5+ YOERequires 5+ years in banking, financial services, strategy, consulting, or business development; team leadership, analytical, client relationship, project management, and fluent English skills.
1w
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Houston - Senior Executive, Market Development
Houston or Los Angeles or San Francisco or San Jose or Europe or North America
$215k-$280k/yr OnsiteFull Time
8+ YOEBachelor's degree and 8+ years in business development, professional services sales, consultative selling, or client development. Advanced CRM proficiency and frequent overnight travel required.
Salesforce, InterAction, Nexl, Microsoft Dynamics
1w
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Technical Account Manager
San Ramon, California, United States
OnsiteFull Time
8+ YOERequires a bachelor's degree, managed IT service provider TAM experience, and 8–10+ years in business or technology. Must have consultative, executive presentation, sales, project planning, and client service skills.
1mo
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Credit Solutions Advisor - Woodside Plaza
Redwood City, California, United States
$26-$31/hr OnsiteFull Time
2+ YOE2+ years mortgage/loan origination or equivalent experience; ability to assess client needs, analyze financial data, sell lending products, and deliver consultative client service; High School diploma/GED required; SAFE Act registration required.
MS applications, laptop technology
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