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Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description Be the warm welcome at a respected law firm where relationships matter. Edwards Estate & Elder Law is looking for an organized, polished, people-focused professional to serve as our Office Coordinator & Ambassador of First Impressions. This is a key front-facing role for someone who takes pride in creating an exceptional client experience while keeping the office running smoothly behind the scenes. We are a highly experienced, well-established Estate and Elder Law firm with a tenured team that cares deeply about the families we serve. Our work is meaningful, personal, and rooted in trust. We help clients navigate some of life’s most important decisions, and we are looking for someone who reflects that same level of professionalism, warmth, and care from the moment they walk through our doors or call our office. If you are someone who loves creating order, making people feel welcome, and being the person others can count on, this may be the right fit for you. Learn more about us at . Why Join Edwards Estate & Elder Law? • Join a respected and established firm focused exclusively on Estate and Elder Law, • Work alongside a highly experienced, long-tenured team, • Be part of a role that truly matters to both clients and colleagues, • Help create a calm, caring, and polished experience for families during important life moments, • Bring your organizational strengths and people skills to a firm that values professionalism, trust, and heart Work Environment • Professional office setting, • Low-noise environment, • Must be able to lift up to 10 pounds, • Occasional driving for local office-related errands within approximately 5 miles Requirements As the Office Coordinator & Ambassador of First Impressions, you will play an essential role in both the client experience and daily office operations. You will be the first point of contact for many clients and visitors, while also providing strong administrative and logistical support to the team. Your responsibilities will include: • Greeting clients and guests with warmth, professionalism, and confidence, • Answering and routing phone calls with excellent judgment and courtesy, • Managing calendars, appointments, and meeting scheduling, • Handling incoming and outgoing mail, deliveries, and correspondence, • Preparing documents, reports, and general office materials, • Maintaining organized filing systems, records, and data entry, • Ordering and restocking office supplies and helping manage office vendors, • Supporting office logistics and helping maintain a polished, efficient environment, • Assisting with internal meetings, special events, and occasional firm projects, • Helping the team stay organized, prepared, and responsive throughout the day What Makes Someone Great in This Role • Naturally welcoming and professional with strong interpersonal skills, • Highly organized and able to manage multiple priorities without losing attention to detail, • Strong written and verbal communication skills, • Comfortable taking initiative and solving everyday workflow challenges, • Reliable, resourceful, and calm under pressure, • Able to maintain discretion and professionalism in a client-centered legal environment Qualifications • 3+ years of office coordination, office management, administrative support, or similar experience, • 5+ years of clerical or administrative experience preferred, • Proficiency in Microsoft Office, including Word, Excel, Outlook, and PowerPoint, • Comfortable learning scheduling systems and other office technology, • High school diploma required, • Associate’s or bachelor’s degree in business administration or a related field preferred, • CAP, MOS, or similar professional certification is a plus, but not required Medical, Dental, Vision, Life Insurance and 401k Plan offered after 60 days of employment.

Icertis or HotDocs, Relativity, Clio / MyCase) - Design multi-step tasks grounded in your real workflows that require navigating multiple apps, files, and stakeholders in a way that meaningfully challenges frontier AI agents - Collaborate with other legal-operations and legal-tech experts in your fi

Infinity Replacement Project Manager.Infinity Replacement is our dedicated window and door replacement business, bringing Marvin's legacy of quality directly to homeowners.Through a direct-to-consumer model, we deliver premium fiberglass products, personalized in-home consultations, and professional

Under general supervision of the Branch Manager, perform daily management and oversight of the current projects including but not limited to project management, business development, financial management, staff development, collection of aging accounts and enforcing company standards and policies.Qu

SportsCare Physical Therapy is a leading provider of physical therapy and rehabilitation services, committed to helping individuals achieve their health and fitness goals.We are currently seeking a motivated and friendly Medical Receptionist to join our team and contribute to our mission of providin

Customer Service / Receptionist.Open Road Auto Group embodies a diverse culture of talent, leadership, and professionalism in an environment that supports and encourages innovation, accountability, growth, and fun.This is the "Road Most Traveled" and the "Road Most Successful.Respond to incoming e-m

To accurately check patients in and out by verifying insurance, collecting payments, and maintaining patient records and accounts.Provide positive patient relations.Great small business work environment.Paid time off, sick time, retirement benefit, and more!.American Family Care (AFC) is one of the

We are a very busy office and are looking for our next great team member.We are an established, growth-oriented agency with a team of highly motivated individuals.Our team is comprised of results-oriented individuals that are serious about their development.We take pride in using our years of valuab

Receptionist Position at Maserati of Central New Jersey.Maserati of Central New Jersey, a proud member of the Murgado Automotive Group, is a premier automotive dealership dedicated to providing an exceptional experience to both our customers and our employees.We represent some of the most prestigiou

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

Receptionist - State Farm Agent Team Member.Gilma Escobar - State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our customers.We are currently seeking a dynamic individual to join our team as a Receptionist - State Farm Agent Team Member.Our ideal candidate i

University Radiology, the largest provider of subspecialty radiology and teleradiology services in NJ, is comprised of over 180 Board Certified radiologists with advanced U.In operation for more than 60 years, University Radiology staffs, manages and provides preliminary and final subspecialty inter

OOMC is seeking a highly skilled and adaptable Medical Receptionist.As a Medical Receptionist you will provide administrative support to our medical offices to ensure seamless patient care and efficient front office operations.Provides support with the daily activities at the Front Desk in the Medic

Comfort using technology systems (EHR, scheduling platforms, Monday.

Receptionist - State Farm Agent Team Member.Welcome! Bienvenidos! I'm Alexa Santana, proud owner of the first-ever State Farm Agency in Rahway, New Jersey.As a bilingual agent (hablo Ingls y Espaol) and lifelong Central New Jersey resident, I've built my agency on connection, compassion, and commitm

Located in Piscataway, New Jersey 08854 Performs a variety of front desk activities (answering phones/greeting patients) that support the Center and professional staff and performs a variety of essential services (checking-in, checking-out, etc.Positions available in the Central NJ area.Company Over

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

We provide quality resources in four specialty areas: Information Technology (IT), Clinical Research, Rehabilitation Therapy and Nursing.

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

Duration: 3 months onsite contract.High school education or equivalent preferred.Minimum of one to two years of administrative support experience preferred.Intermediate Microsoft Office skill level or better in Word, Excel, and PowerPoint.Internet search skills as relevant to the position and knowle

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community.Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious ab

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

State Farm Insurance Agent located in N Plainfield, NJ is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Jahhad Crawley - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products incl

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

As a Receptionist on our team, you will make a meaningful impact on the lives of our extended family.In turn, we are dedicated to ensuring our team of caregivers feel the same compassion provided to the residents.If any part of this message resonates with you, then Complete Care at Park Place wants

The process of the planned separation is anticipated to be completed within 18 to 24 months, subject to legal requirements, including consultation with works councils and other employee representative bodies, as may be required, regulatory approvals and other customary conditions and approvals.

Aya Healthcare - - Responsibilities: Answer heavy volume phone calls and take accurate messages; Document patient interactions in EMR SHIRE; Assist with expenditure reports, invoices, and signatures; Process and distribute mail and faxes, and manage administrative tasks; Greet patients and manage s

Senior Administrative Assistant.GZA) is seeking a Senior Administrative Assistant in our Somerset, New Jersey office to support our team of Principals, Project Managers, and staff engineers/scientists.This position provides the opportunity to learn and grow from seasoned professionals and has a clea

State Route 27Unit H, Franklin Park, New Jersey, 08823-1363, United States of America.As an Administrative Assistant at DaVita, you'll be a part of a Team that values work-life balance and where your personal and professional growth is a top priority.DaVita has an open position for an Administrative

Our team members are the heart of what makes us better.At Hackensack Meridian Health we help our patients live better, healthier lives and we help one another to succeed.With a culture rooted in connection and collaboration, our employees are team members.Here, competitive benefits are just the beg

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Profession: Non-Clinical - Finance/Accounting Pay: $795.Assignment Length: 91 Weeks Schedule: 5x8-Hour 09:00 - 17:00 Openings: 1 Start Date: 03-30-2026 Experience: 1 year Facility Info: Log in to view details.Want a job close to home? We've got you! We'll work with you to build the career of your dr

Our RMS business in Moorestown, NJ is a hub of talented engineers, scientists, and professionals committed to shaping the future of defense technology.

State Farm Insurance Agent located in Somerset, NJ is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Vipul Verma - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including a

Immediate need for a talented Administrative Assistant.This is a 12 months contract opportunity with long-term potential and is located in Charlotte, NC, United States (Iselin NJ, Charlotte NC, Frisco TX) (Hybrid).Employee benefits include, but are not limited to.

Ultimate Staffing (supporting an amazing client).Ultimate Staffing is assisting a well-established and growing client in Somerset, NJ in their search for a.This role is heavily focused on customer service, dispatching, and service contract administration.The ideal candidate will be detail-oriented,

Tower Water is seeking a self-motivated and positive office admin to join our team.This is a full-time role with a great benefits package.This position is responsible for providing administrative support for technical account managers, sales department and our leadership team.The right person will d

Director in planning and organizing meetings by being responsible for the assembling of the agenda, location, meeting technology based upon participant needs, and all other meeting logistics.

Administrative Coordinator To The Executive Assistant.Since its founding in 1992, Edgewood Properties has established itself as a leading real estate development and property management company.With corporate headquarters in New Jersey, the company is on a course of growth leading to activities acro

Operations - Administrative Assistant.We are looking for an experienced administrative assistant to join our operations team.The ideal candidate will have excellent organizational skills, be detail-oriented, and have a strong ability to multitask in a fast-paced environment.Responsibilities include

State Farm Insurance Agent located in Somerset, NJ is seeking an outgoing, career-oriented professional to join their team.As a State Farm team member for Vipul Verma - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including a