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Manage a portfolio of up to 150 accounts to drive retention, expansion, and quota attainment. Act as primary client contact, run renewals and negotiations, identify upsell opportunities, deliver business reviews, maintain CRM pipeline, and collaborate with Support, Training, Marketing, and Product to ensure client adoption and growth.

Serve as primary contact for a portfolio of Debt Settlement Providers, leading regular touchpoints and monthly performance presentations. Investigate and escalate issues, provide tailored solutions, stay current on policies and systems, and analyze customer data to identify trends and best practices to improve partner performance.

Manage builder and customer accounts for a flooring company: provide phone/email customer service, understand builder plans, enter orders (≈8/day), ensure correct product delivery, and work collaboratively with a positive attitude.

Lead social-first creative strategy and execution across owned, paid, and retail channels. Manage and mentor one direct report, source and manage creators, translate briefs into platform-native content, collaborate cross-functionally, and drive growth, engagement, and brand consistency while increasing volume of high-quality social creative.

Provide administrative and project support for the Development Department, manage donor records in Tessitura, coordinate donor ticketing and stewardship events, handle planned giving inquiries, maintain donor-facing materials and website content, and support corporate sponsorships and affiliate fundraising logistics.

Draft, review, negotiate, and manage client/vendor contracts (NDAs, MSAs, SOWs, DPAs, SaaS agreements). Own contracts queue, inbox, and template library; ensure compliance with approval policies; liaise with Legal, Compliance, and Sales; handle stakeholder requests and special projects.

Respond to customer inquiries via phone, email, and text; create and manage case records; resolve and escalate complex issues; coordinate with internal teams (account setup, IT, pricing, accounting); log inquiries and costs; educate customers on products and services and follow up to ensure satisfaction.

Support advisors for UHNW clients by preparing client materials, financial plans, estate charts and portfolio reports; perform analysis, execute trades, administer alternative investments, manage reporting, mentor junior staff, and support business development.

Drive growth across apartment and multi-dwelling properties by owning a territory, prospecting and onboarding properties, building relationships with property teams, engaging residents to close sales, hosting events, tracking performance in CRM, and supporting signups through installation while collaborating with carrier partners and participating in ongoing sales training.

Serve as primary HR contact for assigned business units, managing benefits administration, employee relations, leave management, payroll system updates, onboarding/offboarding, performance review tracking, manager coaching, compliance, benefits vendor relations, recruiting backup, HR reporting, and special projects. Hybrid role requiring travel between three sites.