18 client success manager jobs at 11 companies in Warsaw, VA
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Director of Client Success
Richmond, Virginia, United States
OnsiteFull Time
MARKETview: Software platform for data-driven higher education enrollment success.
5+ YOEBachelor’s degree; 5-10 years in client relationships, account management, or customer success; strong analytical, organizational, and communication skills; customer-focused mindset.
MARKETview: Software platform for data-driven higher education enrollment success.
0+ YOEBachelor's degree, 0-3 years experience, strong communication and organization, proficiency with Microsoft Word/Excel/PowerPoint, CRM experience and calendar management preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, MARKETview
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
15+ YOE15+ years in consulting with client management success; strong project management, financial acumen, communication, business development, executive engagement, and problem-solving skills.
Medstra: White-label telehealth infrastructure for launching branded clinics.
Manage client relationships, onboard new clients, coordinate cross-functional launches, maintain account records, and communicate across channels; located in Richmond, VA area and available for hybrid schedule.
Claude Code, Cursor, VS Code, Slack, Microsoft Teams
Medstra: White-label telehealth infrastructure for launching branded clinics.
Manage client relationships, onboarding, launches, communications, issue resolution, and account records. Strong organization and communication required; customer-facing experience accepted and training provided.
Slack, Microsoft Teams, Claude Code, Cursor, Visual Studio Code
OPOC.us: Provides integrated employee benefits, retirement, and HR management solutions.
2+ YOE2+ years account management or customer success experience in insurance; proficiency with Microsoft Word, Excel, PowerPoint; strong written/verbal communication, time management, attention to detail, and office systems knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
J.P. Morgan Wealth Management - Private Client Advisor - Mechanicsville, VA
Mechanicsville or Mechanicsville
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
J.P. Morgan Wealth Management - Private Client Advisor - Richmond, VA
Richmond, Virginia, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisory or equivalent experience, client acquisition and relationship-management success, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses.
EAB: Providing research and technology solutions to educational institutions.
3+ YOEBachelor's degree,3+ years experience in consulting/project management/client success,valid driver’s license,ability to travel up to 30%,strong communication and analytical skills.
Mitchell Homes: Building custom stick-built homes on customer-owned land.
Proven sales success in consultative or new-home construction sales, CRM and Microsoft Office proficiency, strong communication and organizational skills, ability to manage client pipeline to contract execution.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, client-facing or relationship-building success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, strong communication, critical thinking, relationship-building, and a record of success.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires Series 7 and Series 66, financial services client experience, investment product knowledge, communication, critical thinking, relationship-building, adaptability, and a successful performance record.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires Series 7 and Series 66, financial services experience with clients, investment product knowledge, and a successful track record. State insurance licenses and CFP or CRPC designations preferred.
Edward Jones: Provides personalized financial advice and wealth management services.
Requires Series 7 and Series 66, financial services experience with clients, investment products knowledge, relationship-building, communication, critical thinking, and a record of success. State insurance licenses preferred.
Power and Utility Sales Leader - Nationwide (Remote/Flexible) Multiple U.S. Locations in Bothell, Washington, United States
Bothell or Portland or Stuart or Boise or Irvine or Phoenix or Rochester or Parsippany or Bloomington or Boston or Chicago or Glen Allen or Denver
$150k-$300k/yrRemoteFull Time
Tetra TechNASDAQ: TTEK: Provides global consulting and engineering services for water and environment.
10+ YOEBachelor's degree,10+ years in power/utility/energy markets, proven enterprise business development success, existing client relationships, strong communication and strategic skills, valid driver's license, willingness to travel up to 50%.