The Mom Project is excited to partner with our client on their search for a Client Relationship Coordinator to join their team in their Pleasanton, CA office. About The Company. A dynamic, women-led financial services firm that values people, precision, and progress. They are a tight-knit, family-run business where collaboration and strategic thinking drive everything we do. They are seeking a highly organized, proactive, and personable team memb...
The Mom Project is excited to partner with our client on their search for a Client Relationship Coordinator to join their team in their Pleasanton, CA office. About The Company. A dynamic, women-led financial services firm that values people, precision, and progress. They are a tight-knit, family-run business where collaboration and strategic thinking drive everything we do. They are seeking a highly organized, proactive, and personable team memb...
. The. Client Relationship Coordinator. serves as a primary point of contact for clients along with PYA’s management team, ensuring an exceptional client experience through proactive communication, attentive service, and seamless project delivery. This role blends high-touch client relationship management with administrative and paralegal support, contributing to both client satisfaction and operational excellence. . RESPONSIBILITIES. Serve as a ...
Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. . Under Rea Information Ser...
Rea is a growing Top 100 business advisory & accounting firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including Managed IT Services. . Under Rea Information Ser...
Rea. is a growing. Top 100 business advisory & accounting. firm providing our clients services in tax, accounting, and business consulting. As a regional accounting and business consulting firm in Ohio, companies of all sizes consider us their trusted advisors, relying on us to help them grow beyond their expectations through a variety of accounting services and professional business counsel including. Managed IT Services. . Under. Rea Informati...
We’re looking for a detail-driven professional to support our sales and. operations teams. Ensuring communication, organization, and client. experience is seamless. Key Responsibilities. Manage and maintain client and job data in CRM. Oversee CRM workflows and communication between departments. Coordinate schedules for estimators, sales staff, and service crews. Track estimates, proposals, and key sales metrics. Assist with billing, receivables, ...
