Client Partner

• Ensure the timely and accurate delivery of critical financial and operational reporting for investors, lenders, and management.
• Manage offshore staff and collaborate closely with India based functional teams through regular cross time zone engagement to ensure alignment, facilitate knowledge transfer, and maintain operational continuity.
• Maintain and enhance reporting models while serving as the strategic owner of enterprise reporting, ensuring reporting outputs are reliable, consistent, fully auditable, and traceable to source data.
• Prepare investor, lender, and management reporting packages that are clear, accurate, and aligned with established reporting definitions, policies, and governance standards.
• Establish and maintain standardized KPI definitions and reporting logic across enterprise systems, including HEX, Snowflake, Yardi, and Salesforce, while partnering with cross functional teams to ensure consistent interpretation and application of reporting metrics.
• Partner with Data Engineering and Data Integration teams to provide finance domain expertise on data models, schemas, and system implementations.
• Leverage strong SQL skills to write and troubleshoot complex queries that support financial reporting, analysis, and data validation.
• Identify, diagnose, and resolve data quality and infrastructure issues while developing automated reporting solutions that enable scalable self service analytics.
• Lead consolidated monthly reporting across all funds by integrating financial and operational results into a comprehensive executive reporting package.
• Support Capital Markets, Asset Management, Business Development, and Portfolio Management by delivering tailored analytics, reporting solutions, and operational insights that support strategic decision making across entities.
• Drive continuous improvement by identifying opportunities to automate reporting processes, strengthen reporting governance, and improve efficiency across financial and operational reporting.
• Lead and participate in departmental projects and perform ad hoc analyses as assigned.

Manager, Client Reporting

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager, Client Care Operations

• Own case progression from intake to resolution
• Conduct regular case reviews with attorneys
• Communicate consistently with clients and attorneys
• Identify legal workflow needs
• Resolve bottlenecks or obstacles creatively
• Support attorneys as a strategic partner
• Collaborate with internal teams
• Track and report on client success metrics

Client Success Manager

• Lead client advisory engagement, Voice of Customer (VOC) insight, and TPS industry event strategy
• Ensure client feedback and external market engagement inform strategic decisions
• Partner with TPS leadership, Product Management and Strategy, Sales, Marketing, and Payments partners
• Translate client sentiment, market themes, and event opportunities into actionable direction
• Own strategic Client Advisory Groups and align VOC findings to business priorities
• Guide event participation decisions across TPS product and sales partners
• Analyze feedback from advisory groups, VOC channels, relationship engagement, and priority industry events
• Synthesize input into themes, trends, risks, market signals, and opportunities
• Monitor progress on actions informed by client feedback, in partnership with business and product teams

Client Advocacy and Events Manager

• Play a crucial role in helping our valued customers drive their businesses forward.
• Leverage your expertise to solve complex business challenges and create significant value for both Verizon and our Fortune 500 clientele.
• Expertly tailor and bundle Verizon Enterprise's wireless solutions.
• Become a subject-matter expert, providing customers and colleagues with innovative solutions that meet their unique needs.
• Establish Verizon as the preeminent business partner.
• Solidifying long-lasting and mutually beneficial relationships with our accounts.

Senior Client Partner, Sales

• Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
• Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
• Navigate complex client challenges, ensuring seamless service and satisfaction.
• Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
• Oversee compliance with performance guarantees and contractual obligations.
• Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
• Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
• Develop and execute re-enrollment strategies to maximize client engagement and retention.
• Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
• Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
• Apply advanced project and management skills to prioritize and execute initiatives.
• Identify and implement process improvements to enhance efficiency and client experience.
• Serve as a subject matter expert, sharing best practices and mentoring colleagues.
• Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.
• Maintain in-depth knowledge of industry trends, regulatory changes, and technology solutions.
• Represent the organization professionally at client meetings, industry events, and internal forums.

Client Partner jobs in Arizona

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Manager, Client Reporting

Manager, Client Care Operations

Client Success Manager

Client Advocacy and Events Manager

Senior Client Partner, Sales

Senior Client Manager – Middle Market