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Liaison between GPI and our customer on all aspects of account management. The Customer Advocate will work closely with an assigned set of accounts to provide overall account management.
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Collaborating closely with Account Management and New Business teams, you'll shape the digital strategy for our clients and work with our SVP, Program Management on project scopes and plans.
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The Senior Finance Manager is responsible for all output associated with the America’s Financial, Planning & Analysis (FP&A) including but not limited to annual budget preparation, monthly forecasts, management reporting, and special projects.
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The CSM will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement.
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Unrivaled Resources and SupportWhat truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact.
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Proven experience (3+ years) in customer success, account management, or a similar role, preferably in the healthcare or RCM industry. Monitor account health for assigned customers by continuously monitoring key performance indicators (KPIs) including financial and RCM operational metrics for customers.
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Experience with Customer Success or Account Management at small business and mid-market level. As Pacesetter’s Award Winner for fastest-growing private companies in 2020 and 2021, RoadSync aims to power commerce anywhere, anytime across the logistics ecosystem with smart, simple, and innovative financial solutions.
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Deluxe Merchant Services+ ( is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and deposits money in your bank account while delivering a smooth checkout experience.
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The ideal candidate for this role possesses a blend of relational skills, humility, and intuition, underpinned by a solid foundation of financial knowledge, account management expertise, and impeccable business acumen.
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Financial benefits include Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.
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This position involves overseeing the internal control environment and financial close process, as well as managing account reconciliations, fixed assets accounting, leases, real and personal property taxes, and payroll.
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Facilitates grants, contracts, and financial tasks for research and clinical trials Supports investigator in study budgeting, sponsor interactions, routing, feasibility assessments, account management, and reconciliation.
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Trends and Solutions catered to FSI: Knowledgeable in Regulatory compliance solutions adhering to laws and standards such as GDPR, AML, KYC, MiFID, risk management frameworks, sustainability and ESG initiatives, solutions to ensure resilience and business continuity.
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The AR Billing Specialist is responsible for processing/managing accounts receivable and incoming payments in compliance with financial policies and procedures, performing day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data, preparing bills receivable, invoices & bank deposits and account management.
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Perform cash management functions using Workflow and Atlas in accordance with established account procedures and applicable fiduciary laws and policies. The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody.
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