Lead client service management, staff support, business development, and innovation for nonprofit accounting clients.
Compensation
Starting annual base salary is $135,000 to $150,000 for this full-time exempt position. Total compensation may increase with eligibility for various bonuses.
Responsibilities
Develop and implement workplans for new and existing clients
Ensure client service staff prepare and submit timely, accurate financial reporting
Oversee special projects and consulting work
Identify and implement transformational, value-added services
Build relationships with client leadership
Requirements
Bachelor's degree in accounting, finance, or a related field
Lead the capability that sits across Capricorn’s Digital, Assisted and Field channels and enables them to operate as one connected distribution system.
Responsibilities
Own distribution strategy, future-state channel design, integrated planning process, transformation roadmap and performance framework
Establish shared priorities, measures, governance, decision rights and operating rhythms
Align investment and resources, track value realisation and translate strategic priorities into an executable distribution roadmap
Resolve cross-channel friction and maintain clear accountability within each channel
Requirements
Bachelor’s degree in Business, Commerce, Economics, Strategy or a related discipline
Lead the implementation and management of applicant and enquirer communications through our CRM platform, helping to deliver a seamless, personalised experience from initial enquiry through to enrolment.
Responsibilities
Lead the delivery of applicant and enquirer communication plans through our CRM system.
Act as a CRM subject matter expert, supporting system development, user training and adoption across teams.
Analyse engagement and campaign performance data to inform recruitment and conversion strategies.
Ensure robust data quality, compliance and data protection practices across CRM activity.
Support recruitment activity including enquiries, events, interviews, Confirmation and Clearing.
Lead B2B marketing for Skipton Homes, turning business priorities into clear, joined‑up marketing plans that educate and engage mortgage brokers.
Compensation
£55,000 Per Annum
Responsibilities
Lead Homes marketing B2B campaigns, budgets and activity from planning through to delivery
Manage trade advertising and sourcing partner relationships, including negotiating, planning and building relationships
Use data and insight to develop more personalised broker communications, identifying opportunities to make marketing more relevant and efficient
Embed the Let's Find a Way broker proposition across all activity, ensuring it is consistently brought to life through campaigns, content, events and communications
Monitor campaign performance using insight to continually improve activity, understanding what’s working and where we can make a greater impact
Support and create clear, timely customer communications across email and other channels, driving customer marketing initiatives within AJ Bell’s Direct-to-Consumer Marketing team.
Compensation
Salary £30,000 - £35,000 depending on experience
Responsibilities
Help make investing easier to understand by supporting clear, relevant customer communications across email and other channels.
Support campaigns such as Tax Year End and Refer a Friend, helping turn ideas into communications that reach customers at the right time.
Work with our CRM and Strategy & Insights teams to understand customer behaviour and use insight to make communications more relevant.
Write clear marketing briefs that help turn campaign ideas into effective customer communications.
Collaborate with Brand, Product, Legal, Compliance and Data, seeing first‑hand how customer marketing comes together across AJ Bell.
Lead the strategy, roadmap, and delivery of Bloomberg’s Holdings data product, shaping its evolution to support ownership, portfolio, and exposure analytics.
Responsibilities
Shape the evolution of Bloomberg’s Holdings data product
Define the product strategy, outcomes, and roadmap
Deepen how Holdings supports ownership, portfolio, and exposure analytics
Shape the evolution of Bloomberg’s Holdings data product, defining strategy, roadmap, and prioritizing improvements to support ownership, portfolio, and exposure analytics.
Client Service ManagerNewYour Part-Time Controller, LLC · Washington, US
Head of Distribution Planning & PerformanceNewCapricorn · Perth, Australia
Senior Student Recruitment Officer - CRMNewUniversity of Salford · Salford, United Kingdom