Client Services Manager

Posted 21 Days Ago
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Hiring Remotely in USA
Remote
Mid level
Financial Services
The Role
The Client Services Manager leads onboarding for new User Agencies, provides strategic support, manages account relationships, conducts performance reviews, and utilizes CRM software for tracking agency activities.
Summary Generated by Built In

CI Azumano Travel is Seneca Holdings' full-service travel management company for businesses, governments, and personal travelers. We offer 24/7 support for travelers while also supporting customers with travel expense management, policy implementation, technology solutions, business intelligence tools, and vendor negotiations. 

Our team of talented individuals is what makes us successful. To support our team, we provide a balanced mix of benefits and programs. Your total rewards package includes competitive pay, benefits, and perks, flexible work-life balance, professional development opportunities, and performance and recognition programs. We offer a comprehensive benefits package that includes medical, dental, vision, life, and disability, voluntary benefit programs (critical illness, hospital, and accident), health savings and flexible spending accounts, and retirement 401K plan. One of our fundamental principles is to offer competitive health and welfare benefits to our team members, providing coverage and care for you and your family. Full-time employees working at least 30 hours a week on a regular basis are eligible to participate in our benefits and paid leave programs.  We pride ourselves on our collaborative work environment and culture, which embraces our mission of providing financial and non-financial benefits back to the members of the Seneca Nation.


CI Azumano is seeking a Client Services Manager.  This is a remote position; however, one week of in-person orientation at our home office in Virginia Beach, VA is required.

The Client Services Manager will serve as the primary lead for onboarding and implementation of new User Agencies and will provide ongoing strategic support and account management to existing and prospective agencies.

Roles & Responsibilities include, but are not limited to:

Travel & Statewide Support

  • Travel with STP staff to meetings throughout the state, at no additional cost to the State.
  • Be available for on-site meetings in Sacramento, CA within twenty-four (24) hours’ notice, if requested by STP.
  • Operate on a Pacific Time Zone (PT) (UTC -8:00) work schedule.

Implementation & Onboarding

  • Lead the onboarding and implementation of new User Agencies
  • Provide detailed implementation plans outlining specific actions, timelines, and milestones.
  • Conduct weekly calls with STP and User Agencies to ensure consistent communication and progress tracking.
  • Develop and manage a structured 90-day onboarding timeline to ensure a smooth and effective transition for each new User Agency.
  • Oversee integration and configuration of:
    • Custom travel policies
    • Custom rule classes
    • Approval processes
    • User roles and permissions
    • Future system configurations
    • Ongoing site maintenance

Strategic Planning & Agency Development

  • At the request of STP, develop comprehensive goals and tailored strategies specific to each User Agency.
  • Establish and maintain strong professional relationships with both existing and prospective User Agencies.
  • Provide proactive account management to ensure long-term engagement and program growth.

Performance Review & Opportunity Analysis

  • Conduct, at minimum, a bi-annual analysis and review of the top ten (10) User Agencies, at the request of STP.
  • Identify missed travel opportunities and new business opportunities.
  • Align findings with each User Agency’s specific goals and strategic objectives.

CRM & Reporting

  • Utilize the Customer Relationship Management (CRM) software designated by STP.
  • Maintain accurate, up-to-date records of all User Agency activities.
  • Track onboarding progress, agency engagement, and account development efforts.

Equal Opportunity Statement:
Seneca Holdings provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex/gender, sexual orientation, national origin, age, disability, marital status, genetic information and/or predisposing genetic characteristics, victim of domestic violence status, veteran status, or other protected class status. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation and training. The Company also prohibits retaliation against any employee who exercises his or her rights under applicable anti-discrimination laws. Notwithstanding the foregoing, the Company does give hiring preference to Seneca or Native individuals. Veterans with expertise in these areas are highly encouraged to apply.
 


Skills Required

  • Experience in account management or client services
  • Knowledge of CRM software
  • Strong communication and relationship-building skills
  • Ability to travel for meetings as needed
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The Company
HQ: Salamanca, New York
196 Employees

What We Do

Seneca Holdings is the investment holding company of the Seneca Nation of Indians. Through its subsidiaries, Seneca Holdings'​ mission is to provide financial diversification and economic success to the Seneca Nation and its partners. We are a team of experienced business and investment professionals committed to realizing a sustainable economic future for the Seneca Nation and its citizens.

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