Client Services Jobs

Implementation Manager Your mission as Implementation Manager The Implementation Manager leads the successful implementation of Energage’s Talent Management Solution for new clients. This role serves as the primary project manager and implementation partner from kickoff through configuration, testing, training, and go-live. The ideal candidate is organized, consultative, client-focused, and comfortable managing multiple projects while working with both technical and non-technical stakeholders. Accountability & Impact: In this role, you’ll... Implementation & Project Management Manage multiple client implementations from kickoff through go-live. Develop and maintain project plans, timelines, milestones, and action items. Establish project expectations, communication cadence, and responsibilities. Lead kickoff and recurring client meetings. Identify and proactively manage risks, blockers, dependencies, and scope. Coordinate with internal teams including Product, Customer Success, Sales, and technical resources. Maintain accurate project documentation and ensure implementations remain on schedule and within scope. Solution Configuration & Consulting Lead discovery to understand client requirements, business processes, and desired outcomes. Translate requirements into effective Engagedly configurations and workflows. Configure platform functionality across areas such as Goals, Performance Management, Feedback, Learning, Surveys, Talent Mobility, and Analytics. Configure organizational structures, workflows, permissions, forms, and cycles. Recommend standard product functionality and best practices over unnecessary customization. Partner with technical teams on integrations, data requirements, SSO, APIs, and other dependencies. Client Engagement & Launch Readiness Serve as the primary implementation contact for assigned clients. Build strong relationships with HR, People, IT, and other stakeholders. Facilitate solution workshops and provide implementation guidance and best practices. Communicate project status, decisions, risks, and next steps clearly. Coordinate testing, issue resolution, and configuration validation. Lead administrator, manager, and/or end-user training as appropriate. Ensure clients are prepared for launch, including configuration, data, testing, training, and change management. Coordinate go-live activities and provide a clear transition to the appropriate post-implementation team. Process Improvement Identify opportunities to improve implementation processes and the client experience. Share client feedback and recurring requirements with Product and internal teams. Contribute to implementation standards, methodologies, and best practices. Key Skills & Competencies Project Management HR Technology & SaaS Client Communication Problem Solving What You Bring to the Role: 3–5 years of experience in software implementation, project management, client services, consulting, SaaS operations, or a related field. Experience managing client-facing software implementations from kickoff through go-live. Experience with HR technology, talent management, employee experience, or related SaaS solutions preferred. Demonstrated ability to manage multiple projects and stakeholders. Experience with requirements gathering, configuration, testing, and/or training. Proficiency with Microsoft Excel and common business productivity tools. Experience with CRM or project management tools such as HubSpot, Jira, Asana, or similar platforms preferred. Bachelor’s degree or equivalent professional experience preferred. The base pay range for this role is $85,000 - $90,000 . The base pay range is dependent on factors including, but not limited to, experience, skills, qualifications, relevant education, certifications, seniority, and location. The range listed is just one component of the total compensation package for employees. This role is also bonus eligible. In addition to base pay, our total rewards package includes: PTO policy includes company holidays, sick time, vacation time, and floating holidays Remote Company pays a portion of individual health care premium Option to participate in a company-sponsored 401(k) Training and education Professional development; all employees have access to a third party professional coach Tuition reimbursement program Opportunity to work for a purpose-driven organization using business as a force for good ( https://www.bcorporation.net/) Energage is a remote workplace with employees in various US locations. While our employees enjoy the flexibility of daily remote work, they are also given the occasional opportunity for in person interaction. This includes in our office in Exton Pa, or in a coworking space/out in their local area. This role is available for remote work in the following states: Arizona Delaware Florida Georgia Maryland Michigan North Carolina Nebraska New Jersey New York STATE (NYC residents excluded) Pennsylvania South Carolina Tennessee Texas Wisconsin If you reside outside of the above locations, you will not be considered for this role. About Energage: Energage is a purpose-driven company that helps organizations turn employee feedback into useful business intelligence and credible employer recognition through Top Workplaces. Built on 19 years of culture research and the results from 23 million employees surveyed across more than 70,000 organizations, Energage delivers the most accurate competitive benchmark available. With access to a unique combination of patented analytic tools and expert guidance, Energage customers lead the competition with an engaged workforce and an opportunity to gain recognition for their people-first approach to culture. For more information or to nominate your organization, visit energage.com or topworkplaces.com. Energage is committed to fostering a diverse and inclusive environment. We are proud to be an equal opportunity employer. Energage encourages all qualified candidates to apply, including those of any race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. You’ll manage and train fund accountants, oversee the allocation of daily and monthly activities, and independently handle client relationships to ensure service quality and satisfaction. You’ll also review and occasionally prepare complex monthly client reports, requiring strong self-motivation and the ability to work independently. What you’ll do You'll manage client relationships independently, ensuring service quality and satisfaction across all deliverables. You'll train and allocate tasks to fund accountants, overseeing daily, monthly, and annual responsibilities. You'll ensure accurate reporting by preparing financial statements and maintaining books for clients with complex operations. You'll oversee valuations and reconciliations, analyzing investment activity to meet deadlines for investor and financial reporting. You'll collaborate with auditors and tax advisors, validating accounts and supporting year-end audits and tax returns. What we offer IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.  Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility). Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.  Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment. The salary for this position will be dependent on experience and location ($88,000-$120,000). You bring a Bachelor’s degree in Accounting or Finance along with 4+ years of relevant professional experience and direct client-facing expertise. You apply strong analytical thinking, curiosity, and research skills to identify issues, solve problems, and deliver effective solutions. You communicate professionally through clear verbal and written communication while building positive client and team relationships. You demonstrate proficiency in Microsoft Office and maintain exceptional organization, attention to detail, and accuracy in your work. You effectively manage priorities, meet deadlines under pressure, and take initiative as a proactive, goal-oriented team player. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

We have an exciting opportunity for a Client Service Manager (CSM) with a demonstrated background in business development, client relations, and delivery of municipal water, wastewater and stormwater engineering projects. BC has an established presence in the DC Metro area, a highly regarded reputation, and is poised for growth. This position will serve as a key leadership team member in supporting our existing clients and executing our growth plans for the DC Metro area and beyond. In this capacity, you will have responsibilities that include overseeing the sales, client development, client relationship management, professional engineering services proposal writing and contract scope, schedule and price preparation, and client service team leadership.

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. IQ-EQ is looking for experienced senior financial services executives willing to work 1099 based consulting engagements, with the ability to work independently and reliably self-manage time, for Outsourced CFO clients. IQ-EQ and its commercial team will source the work and provide you with work opportunities billable to IQ-EQ. What you'll do You are looking for 1099 consulting engagements and are able to work independently and self-manage your time while supporting outsourced IQ-EQ CFO clients You'll have the opportunity to support a diverse client base, including private equity funds, real estate funds, venture capital funds, hedge funds, and related management companies You may lead or contribute to engagements including but not limited to parental leave coverage for Controllers / CFOs, Interim CFO / Controller, Fund Launch Consulting/Coordination, Fund Oversight, and CFO / Controller Support You can participate in both short term and longer term engagements based on client needs You bring 15+ years of private equity and/or hedge fund experience, including in-house leadership as a CFO and/or Controller You have strong expertise in management company accounting and are proficient with platforms such as NetSuite, Sage, QuickBooks, Stavtar, Bill.com, and similar systems You possess deep experience in fund launches, fund accounting, fund oversight, financial reporting, and regulatory reporting across alternative asset structures You have senior-level audit and consulting experience, CPA designation preferred, and a proven ability to provide strategic financial leadership in complex fund environments You are comfortable rolling up your sleeves, managing multiple client engagements simultaneously, and leveraging strong organizational, communication, and client management skills to deliver results Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-REMOTE #LI-HYBRID

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. You’ll manage and train fund accountants, oversee the allocation of daily and monthly activities, and independently handle client relationships to ensure service quality and satisfaction. You’ll also review and occasionally prepare complex monthly client reports, requiring strong self-motivation and the ability to work independently. What you’ll do You'll manage client relationships independently, ensuring service quality and satisfaction across all deliverables. You'll train and allocate tasks to fund accountants, overseeing daily, monthly, and annual responsibilities. You'll ensure accurate reporting by preparing financial statements and maintaining books for clients with complex operations. You'll oversee valuations and reconciliations, analyzing investment activity to meet deadlines for investor and financial reporting. You'll collaborate with auditors and tax advisors, validating accounts and supporting year-end audits and tax returns. What we offer IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance.  Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility). Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.  Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment. The salary for this position will be dependent on experience and location ($88,000-$110,000). You bring a Bachelor’s degree in Accounting or Finance along with 4+ years of relevant professional experience and direct client-facing expertise. You apply strong analytical thinking, curiosity, and research skills to identify issues, solve problems, and deliver effective solutions. You communicate professionally through clear verbal and written communication while building positive client and team relationships. You demonstrate proficiency in Microsoft Office and maintain exceptional organization, attention to detail, and accuracy in your work. You effectively manage priorities, meet deadlines under pressure, and take initiative as a proactive, goal-oriented team player. Our commitment to you and the environment Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

LogicSource is an innovative leader in sourcing and procurement services, helping companies increase profits through better buying. Operated by a 500-person collective of procurement professionals, we are deeply rooted in data and insight-driven strategic sourcing, category management, operational excellence, and value delivery. Partnering with Fortune 500 companies, we build and nurture strategic relationships while delivering strong execution that drives measurable bottom-line impact and the development of best-in-class procurement capabilities. Learn more about us at www.logicsource.com . Reasons why you’ll love it here: A collaborative, supportive culture where your contributions are valued, and your work makes a meaningful impact. A workplace committed to professional growth with paths to development and advancement. Dedicated to creating an environment for employee success by providing support for long-term career growth. Committed to work-life balance by offering flexible PTO. A robust benefits package that includes extensive health, dental, and vision coverage for you and your family. E mployer‑funded HRA, a 401(k) match, Healthcare and Dependent Care FSAs, short- and long-term disability coverage, AD&D, life insurance, fertility assistance, and more. Supplemental benefits such as unexpected large expenses related to Accidents, Hospitalization, or Critical Care. Along with support for Maternity/Paternity, FMLA, and Military leave. Offer behavioral health services within the medical support insurance plan and everyday support tools to help with mental health. A business-casual workplace offering a flexible, hybrid work environment with offices in Westport, CT, and Charleston, SC. Position Summary: We have an immediate opening for a full-time Manager, Indirect Procurement based in Pittsburgh, PA. You will be a key member of the client services team, helping our clients manage their vendor portfolios in support of their brand strategy and executing RFPs for large-scale sourcing and procurement projects. This position will be generalist covering areas including, but not limited to, Marketing, Corporate Services, IT, and Facilities. You will work directly with our client stakeholders, up to the C-suite. This role reports to the Managing Director, Sourcing & Procurement. Responsibilities: Coordinating sourcing strategies on behalf of clients for indirect categories, including, but not limited to, HR, legal, finance, temp/contingent labor, software, hardware, brand/creative, agency, PR, digital, marketing technology, events, media, production, and marketing analytics & strategy. Provide insight and subject matter expertise to clients and internal departments spanning the entire client relationship lifecycle. Analyze client spend and procurement processes to identify opportunities to optimize efficiency, process compliance, quality, and cost. Liaise, navigate, and leverage LogicSource’s Center of Excellence (shared sourcing team) to drive effective sourcing strategies, optimize procurement processes, and ensure alignment with client goals and objectives. Manage and effectively deliver multiple projects on time and with the appropriate results. Build, manage, and execute large-scale and multi-client RFPs through our sourcing software. Process large amounts of client data to compile market baskets and vendor panels for RFPs. Lead discovery sessions and review RFP documents and strategy directly with the client. Negotiate the best pricing and service through the application of sourcing methodology. Counsel internal and client stakeholders on value engineering to drive cost containment and savings. Ensure strategies can be executed in compliance with appropriate policies and procedures. Foster vendor ecosystem by maintaining in-depth knowledge of and relationships with the national vendor marketplace in the marketing services categories. Advise client teams on vendor performance, strategic alliances, and opportunities to leverage total spend under management. Maintain a supplier management structure and process to vet, on-board, monitor, and audit suppliers. Support onsite teams in resolving vendor issues as necessary. Remain abreast of the latest innovations in marketing and marketing technology and continually feed information to those serving our clients. Identify and share technical best practices across various client engagements. Providing first-rate customer service to ensure a high level of customer satisfaction, internal and external. Required Education and Experience: Bachelor’s degree or equivalent work experience required. 5+ years cross-functional or progressive experience in marketing and strategic sourcing, procurement, and supplier management. Solid expertise across indirect categories from a sourcing and procurement perspective. Demonstrated success in managing vendors, negotiating, and managing high-value contracts. Strong organizational and project management skills to ensure on-time delivery. Keen abilityto deliver on client expectations, influencing others or escalating as needed to do so. Experience with e-sourcing software in a marketing environment. Exposure to or experience working with or as part of corporate Marketing teams at all levels, from creative to the C-Suite, especially within a services industry (e.g., professional consulting, BPO, outsourcing). Strong communication skills with the proven ability to interact effectively with vendors, internal, and client stakeholders at all organizational levels. Entrepreneurial aptitude with a commitment to client service. Detail-oriented with the keen ability to deliver on client expectations, influencing others or escalating as needed to do so. Proven ability to build relationships and gain credibility in areas beyond the defined scope of work. Analytically adept with the ability to interpret complex data for informed decision-making and to assess results. Travel: This position requires approximately 10% of travel. Other Duties: This Position Description is not an exhaustive list of the duties and responsibilities, and the employee is expected to perform other duties as necessary and as assigned. The duties and responsibilities of this position may be modified at any time to meet changing business needs. NOTE: The listed compensation range reflects the anticipated base pay for this role. Final compensation will be determined based on location, experience, and job-related factors, and may include additional benefits consistent with applicable pay transparency laws. Pay Range $70,000 — $155,000 USD * LogicSource participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment https://logicsource.com/privacy-policy/

company About Us We are a modern marketing collective built for scale, efficiency, and impact. As the parent company, Agital supports three specialized go-to-market agencies—Go Fish Digital, REQ, and WDG—with shared infrastructure, advanced technology, and deeply experienced people, allowing each brand to do its best work. Go Fish Digital makes the complex simple and the simple powerful by uniting strategy, creative, media, and SEO into one seamless engine for growth. REQ connects storytelling, technology, creativity, and digital strategy so ambitious organizations can own what’s next. WDG designs and builds enterprise web experiences that connect with diverse audiences and help organizations adapt to rapid technological change. Together, we operate as one strong, collaborative ecosystem, backed by smart systems, AI-powered capabilities, and a culture of curiosity, where people can grow their careers while shaping how ambitious brands grow in the world. Go Fish Digital is a full-service digital marketing agency built for performance, innovation, and growth. We bring together strategy, creative, media, and SEO into one unified engine that helps ambitious brands win in competitive markets. As part of Agital, we combine deep expertise with advanced technology, AI-enabled capabilities, and a collaborative culture where our teams can do their best work and grow their careers. role Role Overview The Account Strategist plays a key role in managing the execution and performance of client marketing programs. This position is responsible for owning day-to-day account operations, coordinating across internal teams, and contributing to performance-driven strategies. This role represents a transition from executional support to strategic contribution. The Account Strategist is expected to not only manage workflows and client communication, but also begin connecting performance data to insights, recommendations, and client goals. The ideal candidate is confident managing multiple priorities, comfortable operating in fast-paced environments, and able to bring clarity and structure to evolving client needs. They are a strong communicator, a reliable partner to both clients and internal teams, and are actively developing their strategic thinking. Qualifications Bachelor’s degree required 5 or more years of experience in account management, marketing, or related field Agency experience preferred Working knowledge of digital marketing channels, including owned media (SEO & GEO), paid media (search, social, and programmatic), Email & SMS, and more. Travel, tourism, and hospitality marketing experience is preferred Experience managing multi-channel campaigns and client relationships Experience working with e-commerce and/or B2B clients is a plus Hands-on media execution experience is a plus Key Responsibilities Client Communication & Relationship Management Serve as a day-to-day client contact, managing communication, follow-ups, and requests with minimal oversight Build strong working relationships through consistent, reliable execution and communication Lead portions of client meetings, including status updates and reporting walk-throughs Ensure all client requests are clearly communicated and followed through Account & Project Ownership Own execution of timelines, deliverables, and workflows across assigned accounts Manage multiple concurrent workstreams, ensuring deadlines are met in dynamic environments Maintain key account documentation, including trackers, timelines, and reports Proactively identify risks to timelines or deliverables and escalate when needed Support budget and scope tracking at a project level Performance & Strategic Contribution Begin connecting performance data to campaign strategy and client objectives Contribute to reporting, including drafting insights and recommendations Partner with media and analytics teams to ensure data is accurate and actionable Support optimization efforts based on performance trends Cross-Functional Coordination Coordinate with other departments, including web development, media, creative, and analytics teams to ensure aligned execution across channels Develop project, creative, and media briefs with increasing independence Communicate client feedback clearly and ensure it is reflected in deliverables Help ensure internal teams are aligned on priorities, timelines, and expectations Quality Assurance & Execution Review deliverables to ensure accuracy, completeness, and alignment with strategy Ensure feedback and updates are implemented correctly and efficiently Maintain high standards for quality while managing multiple deliverables Growth & Development Continue developing a stronger understanding of marketing strategy, performance metrics, and channel dynamics Demonstrate ability to connect execution to outcomes and business impact Take initiative in identifying improvements and contributing ideas Actively seek feedback and apply it to improve performance and impact Core Skills & Competencies Strong organizational and project management skills Ability to manage multiple priorities in fast-paced, evolving environments Clear and confident communication and presentation skills Foundational analytical skills with the ability to identify insights Working knowledge of marketing KPIs and performance drivers Strong attention to detail and accountability for assigned work Collaborative mindset with the ability to work cross-functionally Proactive, solutions-oriented approach to problem solving Experience with tools and ad platforms, including Google Analytics, Google Ads, Google Search Console, SEMRush, Klaviyo, Meta Ads, ClickUp, etc., is a plus What Success Looks Like In This Role You independently manage day-to-day account needs and bring structure to complex or evolving projects. Deliverables are consistently on time, accurate, and well-coordinated. You contribute meaningful insights and begin to influence strategy. Clients and internal teams see you as a reliable, thoughtful partner who can be trusted to move work forward effectively.