... strategic recommendations to improve the plan. * Respond promptly to client inquiries and ... Meticulously update CRM on a real time basis, and generate periodic departmental reports.
... strategic recommendations to improve the plan. * Respond promptly to client inquiries and ... Meticulously update CRM on a real time basis, and generate periodic departmental reports.
... strategic recommendations to improve the plan. * Respond promptly to client inquiries and ... Meticulously update CRM on a real time basis, and generate periodic departmental reports.
... strategic recommendations to improve the plan. * Respond promptly to client inquiries and ... Meticulously update CRM on a real time basis, and generate periodic departmental reports.
Execute sales strategy and manage the full sales lifecycle from quote and order management to close and client follow-up. * Research current and potential customers to identify new leads, understand ...
Execute sales strategy and manage the full sales lifecycle from quote and order management to close and client follow-up. * Research current and potential customers to identify new leads, understand ...
The role emphasizes strategic client management, team development, and operational oversight. The ideal candidate has at least five years of leadership in grants management or nonprofit operations ...
The role emphasizes strategic client management, team development, and operational oversight. The ideal candidate has at least five years of leadership in grants management or nonprofit operations ...
The role emphasizes strategic client management, team development, and operational oversight. The ideal candidate has at least five years of leadership in grants management or nonprofit operations ...
The role emphasizes strategic client management, team development, and operational oversight. The ideal candidate has at least five years of leadership in grants management or nonprofit operations ...
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
Client Operations Specialist - Enterprise | Remote, USA
Tampa, FL · On-site
$52 - $76/hr
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
Client Operations Specialist - Enterprise | Remote, USA
Tampa, FL · On-site
$52 - $76/hr
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
... strategy within their client base. How you'll make an impact * Support assigned Client Managers by producing accurate and timely sales quotations for new product and services business using ...
Strategic Pricing Manager
Orlando, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Orlando, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
... contribute to strategic planning, growth initiatives, talent development, and client experience programs. • Directly supervise, coach, mentor, and develop Client Development Managers and ...
... contribute to strategic planning, growth initiatives, talent development, and client experience programs. • Directly supervise, coach, mentor, and develop Client Development Managers and ...
Strategic Pricing Manager
Miami, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Miami, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Tampa, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Tampa, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Tallahassee, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Strategic Pricing Manager
Tallahassee, FL · On-site
The Strategic Pricing Manager is responsible for developing and executing sophisticated pricing ... Client & Attorney Partnership * Serve as a strategic pricing advisor to partners on a variety of ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Determines Markets within Core Carrier Strategy * Creates solutions and make recommendations in ...
Director, Strategic Growth - Environmental Labs
Fort Lauderdale, FL · On-site
$160K - $200K/yr
Comprehensive benefits package Overview We are seeking a Director, Strategic Client Growth to drive ... Manage implementation risks, governance, and stakeholder alignment. * Serve as a trusted advisor to ...
Director, Strategic Growth - Environmental Labs
Fort Lauderdale, FL · On-site
$160K - $200K/yr
Comprehensive benefits package Overview We are seeking a Director, Strategic Client Growth to drive ... Manage implementation risks, governance, and stakeholder alignment. * Serve as a trusted advisor to ...
Strategic Client Manager information
What is a strategic client manager?
Strategic Client Managers are professionals responsible for building and maintaining long-term relationships with key clients, ensuring their needs are met and identifying opportunities for growth. They act as the main point of contact between the client and the company, coordinating with internal teams to deliver tailored solutions. Their goal is to maximize client satisfaction, retention, and revenue by understanding the client's business objectives and aligning services or products accordingly.
How does a strategic client manager typically collaborate with internal teams to deliver value to clients?
A Strategic Client Manager works closely with cross-functional teams such as sales, product development, marketing, and customer support to ensure client needs are met and expectations exceeded. They act as the main point of contact for key clients, coordinating internal resources to solve challenges and deliver tailored solutions. Regular communication and strategic planning sessions with these teams are essential to anticipate client needs, address issues proactively, and drive long-term client satisfaction and growth.
What are the key skills and qualifications needed to thrive as a strategic client manager, and why are they important?
To thrive as a Strategic Client Manager, you need expertise in relationship management, business development, and account strategy, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms such as Salesforce, data analytics tools, and contract management systems is typically required. Exceptional communication, negotiation, and problem-solving abilities help you stand out in building trust and delivering value to clients. These skills ensure long-term client satisfaction, drive revenue growth, and foster strong, mutually beneficial partnerships.
What are the most commonly searched types of Strategic Client jobs in Florida?
The most popular types of Strategic Client jobs in Florida are:
Client Manager, Retirement Plans - The Baldwin Financial Services
Jacksonville, FL • On-site
Full-time
Retirement
Re-posted 10 days ago
Job description
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.
PRIMARY RESPONSIBILITIES:
PRIMARY RESPONSIBILITIES:
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
EDUCATION AND EXPERIENCE REQUIREMENTS:
OTHER REQUIREMENTS:
This role can by hybrid from Jacksonville, Tampa or Orlando, Florida
SPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environment
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-KC1
#LI-Hybrid
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
As a Retirement Plan Client Manager at The Baldwin Group, you will use advanced skills gained through training and experience to provide pro-active support to the Retirement Plan Consultant and Plan Sponsors, and assist with efficient, quality client service. You will serve not only as a key member of the Financial Services team but also as the initial point of contact for clients to identify, research, and resolve their problems while providing the highest level of customer service.
PRIMARY RESPONSIBILITIES:
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
- Conduct participant education meetings and seminars, including one-on-one consultations
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP's from various vendors
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
- Special projects as needed
PRIMARY RESPONSIBILITIES:
- Provide advice and support to plan fiduciaries via committee meetings in the areas of investment selection, plan provisions, and strategic recommendations to improve the plan.
- Respond promptly to client inquiries and troubleshoot in conjunction with the Provider, TPA, DCIO, or other subject matter experts
- Conduct participant education meetings and seminars, including one-on-one consultations
- Meticulously update CRM on a real time basis, and generate periodic departmental reports.
- Generate and coordinate client deliverables such as investment and plan reviews with a high emphasis on accuracy and meeting stringent deadlines. Quarter end is typically fast paced.
- Offer additional support in facilitating RFP's from various vendors
- Update and generate weekly reports utilizing the CRM and MS Office, adhering to departmental protocols.
- Assist in generating pitch decks and compiling competitive intelligence on upcoming prospect meetings
- Special projects as needed
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:
- Working knowledge of investment analytics (i.e. mutual funds, CIT's, subaccounts, etc.)
- Polished written and oral communication skills
- Familiarity with RPAG investment analysis software helpful but not required
- Prior experience with CRM software (Redtail and Salesforce a plus)
- A proven track record of excellent customer service
- Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook
- Extremely detail oriented, proactive, and reliable in all aspects
- Working knowledge of facilitating virtual meetings via Microsoft Teams
EDUCATION AND EXPERIENCE REQUIREMENTS:
- 1-3 years of experience in the financial services industry required. Experience with institutional retirement plans a plus but not required
- Bachelor's degree preferred
- Advanced industry designations such as CPFA, AIF, QKA, CFP preferred.
- Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.
OTHER REQUIREMENTS:
This role can by hybrid from Jacksonville, Tampa or Orlando, Florida
SPECIAL WORKING CONDITIONS:
Fast paced multi-tasking environment
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
#LI-KC1
#LI-Hybrid
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.