18 client services lead jobs at 14 companies in Sherman, TX
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Sr Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yrHybridFull Time
CNANYSE: CNA: Provides commercial property and casualty insurance and risk management.
5+ YOELead development and execution of client service strategies; manage national accounts; 5-8 years in claims/administration; bachelor’s degree; relevant certifications preferred.
StoneEagle: Provides software for automotive dealership F&I and service operations.
10+ YOE10+ years in customer success/account management in automotive or dealer services; strong escalation coordination, CRM hygiene, and executive communication; experience with dealer groups/TPAs; ability to rebuild trust and lead cross-functional teams without authority.
Dynatron Software: Private automotive software providing fixed-operations analytics and coaching to North American dealerships.
8+ YOE3+ MgmtRequires 8+ years in Customer Success or enterprise account management, 3+ years leading customer-facing teams, SaaS expertise, retention and expansion experience, analytical skills, and CRM or customer success platform experience.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Provides leadership and operational support while performing CSC and veterinary assistant/technician duties; coordinates paraprofessional staff, supports hospital productivity and client communication.
Richardson or Fort Worth or Houston or Dallas or Austin or Plano or San Antonio
OnsiteFull Time
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
5+ YOEFive years in private wealth, supervisory or management experience, strong client service and analytical skills, Microsoft Office proficiency, and Series 7 and 65 licenses or willingness to obtain them within 90 days.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Windows, FISERV Signature, SalesForce CRM
Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas
Bachelor's degree, financial services background, strong communication and analytical skills, project or people management experience preferred, and SIE, Series 7, and Series 63 required within three months.
LeadsOnline: Private law-enforcement technology providing investigative data, software, and forensic tools to public-safety agencies.
10+ YOE10+ MgmtUS citizen with 10+ years leading global customer service in SaaS/HaaS; bachelor’s degree required; strong ITIL, QA and government client experience; English and French proficiency.
Atlanta or Frisco or Mountain View or New York or San Diego
$142k-$233k/yrOnsiteFull Time
IntuitNASDAQ: INTU: A global financial technology platform powering prosperity.
7+ Mgmt7+ years leading client success teams, experience with mid-market B2B clients and payments/payroll/lending products, strong strategic planning, analytics, and cross-functional communication skills.
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
3+ YOE3+ MgmtBachelor's degree or equivalent experience, 3+ years leading teams in multi-unit retail, service, or operations environments, and experience managing performance, labor, compliance, client service, and business results.
H&R BlockNYSE: HRB: Global provider of tax preparation, financial, and small-business solutions.
3+ YOE3+ MgmtBachelor’s degree or equivalent experience and 3+ years leading teams in multi-unit retail, service, or operations environments, with accountability for performance, financial results, staffing, compliance, and client experience.
Cleft of the Rock: Supplemental and life insurance agency providing business and individual solutions.
Ability to sell supplemental insurance to businesses, build relationships, present to groups, follow up on leads, meet sales targets; licensed in health & life or willing to obtain; strong communication and client-service skills.
Lockton: Provides insurance brokerage and global risk management solutions.
6+ YOEBachelor's degree in HR/Business, 6+ years absence management/benefits consulting, deep knowledge of FMLA/ADA, strong project management, Microsoft Office and HRIS experience, ability to lead teams and advise clients.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Workday, ADP, HRIS
Excel Fitness: Operates and manages a large chain of fitness clubs.
Requires NCCA-accredited personal training certification or related degree, CPR/AED certification, high school diploma, ability to lift up to 100 lbs, basic computer/Microsoft Office skills, and ability to lead clients and small groups.