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Client Success Manager: Lifecycle & Service Excellence
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2026-09-02
Listing for:
IMA Financial Group, Inc.
Full Time
position Listed on 2026-09-02
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
IMA Financial Group, Inc. is seeking a Client Manager to oversee a dedicated book of lower-complexity clients, delivering consistent service and lifecycle support.
You will be the primary point of contact for assigned clients, coordinate with internal teams, and ensure service expectations, compliance requirements, and documentation standards are met throughout the client relationship. The role requires 2+ years of relevant experience, Active Life & Health License, Salesforce proficiency, and
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