18 client services lead jobs at 14 companies in Sherman, TX

3mo
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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/yr HybridFull Time
CNA
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.
Microsoft Office Suite, Claims systems
2mo
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Team Lead, Client Success
Plano, Texas, United States
RemoteFull Time
Traveling Coaches
Traveling Coaches: Provides technology training and consulting for law firms.
3+ YOEBachelor's degree and 3+ years related experience; LMS administration experience; leadership/mentoring experience; strong communication, consultative skills, reporting and troubleshooting ability.
Learning Management Systems, Phishing Services, SSO
1mo
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
10+ YOE5+ MgmtBachelor's degree, 10+ years accounting/financial management experience with 5+ years serving UHNW clients; ACCA/CPA desirable; SIE, Series 7 & 63 required within 3 months; advanced Excel and accounting software proficiency.
QuickBooks, Intacct, NetSuite, Microsoft Excel
1mo
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VP Client Relationships
Richardson, Texas, United States
$140k-$150k/yr HybridFull Time
StoneEagle
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.
Salesforce, HubSpot
3mo
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Shift Lead Csc
Denton, Texas, United States
$19-$24/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Shift Lead with leadership and paraprofessional duties; hospital operations support; profitability and client communication.
2w
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Manager, Enterprise Client Success
Richardson, Texas, United States
$160k-$190k/yr RemoteFull Time
Dynatron Software
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.
Salesforce, Gainsight, ChurnZero
3mo
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Shift Lead Csc
Denton, Texas, United States
$19-$24/hr OnsiteFull Time
Banfield Pet Hospital
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.
2w
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Private Bank Operations Team Lead
Richardson or Fort Worth or Houston or Dallas or Austin or Plano or San Antonio
OnsiteFull Time
Texas Capital
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
3w
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Asset & Wealth Management, Private Wealth Management, Center of Excellence - NPWA Client Implementation, Team Lead - Wealth Management Professional, Vice President - Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
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.
1mo
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Director of Customer Care
Plano, Texas, United States
OnsiteFull Time
LeadsOnline
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.
ITIL, Six Sigma, Agile, PMP
3mo
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Office Director
Dallas, Texas, United States
OnsiteFull Time
Rider Levett Bucknall
Rider Levett Bucknall: Global independent construction and property consultancy.
5+ YOELead office operations, project delivery, client service; 4-year degree and 5-10 years’ management experience.
2mo
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Senior Manager, Customer Success (Money)
Atlanta or Frisco or Mountain View or New York or San Diego
$142k-$233k/yr OnsiteFull Time
Intuit
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.
3d
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Multi-Office Leader
Wylie, Texas, United States
FieldFull Time
H&R Block
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.
3d
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Multi-Office Leader
Frisco, Texas, United States
FieldFull Time
H&R Block
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.
2mo
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BUSINESS DEVELOPMENT MANAGER
Plano or Dallas
$50k/yr OnsiteFull Time
RW OpCo, LLC
RW OpCo, LLC: U.S. real-estate investment marketplace and rental property-management serving individual and institutional investors.
3+ YOE3+ years sales/BD/account management experience; proven lead-to-client conversion; experience selling services to property owners; CRM experience; real estate license required.
HubSpot, Salesforce, Leadsimple
1mo
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B2B Sales Representative
Little Elm, Texas, United States
$75k-$95k/yr FieldFull Time, Contract
Cleft of the Rock
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.
1mo
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Senior Consultant/Financial Consultant, IAS
Plano, Texas, United States
OnsiteFull Time
Lockton
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
2mo
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Trainer
Lewisville, Texas, United States
OnsiteFull Time, Part Time
Excel Fitness
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.
Microsoft Office