Sales Manager (Full Time) - 24H961
Account manager job in Clinton, CT
If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Love what you do. Carter's Careers.
As a Full Time Sales Manager, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help prep them for the first day of school, and all the big and little moments on their parenting journey. We're looking for a leader who fosters a welcoming and inclusive environment, values and optimizes skills and talents, and continually educate themselves and their team on product styles, features, and benefits.
What we love about Carter's:
Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop, and Little Planet brands. Carter's is the #1 most-purchased children's clothing brand.* We've become an industry leader by providing quality - from the first Original Bodysuit to the lasting careers we offer our team. We've kept our close-knit culture since our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter's career doesn't feel like a job. It feels like connections, between customers, teams, and families. Caring, teamwork, flexibility, and growth are what make us different. What's not to love?
Benefits we love:
Schedules that fit your life. Maintaining balance is important to us, which is why your schedule will allow you to focus on all aspects of your life.
Benefits and perks that make life better, including health benefits, mental health benefits, a 30% discount on our brands, referral bonuses, and much more!
Education “Advance You” Program, which helps you earn a GED or a bachelor's degree tuition-free or learn English as a second language!
Paid time off, holidays, and parental leave, as well as adoption assistance, charitable matching gifts, and much more!
The opportunity to build skills and grow as an individual. We provide professional and personal development to shape your career.
Development programs to help you grow in your current role and beyond. Whether you're looking to join us for a short while or a long-term career, you will grow at Carter's.
What You'll Do:
Become a product and brand expert of our brands to help families navigate every moment from preemie to size 14
Welcome customers with a warm greeting and provide assistance with our product styles, features, and benefits
Maintain a genuine customer focus on the sales floor
Foster a positive, safe, and inclusive environment for employees and customers
Consistently model service standards and omni-channel experience while coaching others to success
Lead and execute an assigned business focus area through planning and detailed follow through
Perform Leader on Duty supervisor responsibilities by driving results and responding to customer concerns timely and with an appropriate resolution
Utilize customer feedback to identify areas of opportunity to implement actions to drive results
Build customer loyalty through Company sponsored programs, including credit
Offer consistent, in the moment feedback to store team and raise performance concerns to Store Manager
Recognize exceptional performance through positive reinforcement and appreciation
Support store team with Asset Protection through a consistent level of customer service, safety awareness, and operational controls
Qualities we'd love in a candidate:
A positive and solutions-oriented mindset
Effective and professional verbal and written communication skills
The ability to manage multiple tasks at once
Proficient computer and technology skills (Outlook, Excel, Web navigation, etc.)
A variety of skills and experiences
A high school diploma or GED
You can:
Lift 40 pounds as needed, with frequent bending, stooping, reaching, pushing, and pulling
Stand or walk for extended periods of time; climb up and down a ladder
Provide availability that may include days, nights, weekends, and holidays as scheduled, with a minimum of two closing shifts a week
Carter's for all:
Carter's is an Equal Opportunity and Affirmative Action employer. (Minority/Female/Disability/Veteran).
NOTE: This is all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description. Carter's may reasonably alter your duties, responsibilities, job title, and location
Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.
Auto-ApplyMedical Sales Account Executive -Cromwell, CT
Account manager job in Cromwell, CT
Sales Representative - Healthcare Industry Location: Cromwell, CT Position Overview The Sales Representative will be responsible for developing and maintaining referral relationships within healthcare facilities, including hospitals, physician offices, and specialty clinics. This role involves educating providers on company products and services, managing a designated territory, and ensuring excellent customer service and follow-up.
This is a performance-driven role that offers autonomy, growth potential, and the opportunity to make a meaningful impact in patient care delivery.
Key Responsibilities
Build, develop, and maintain strong relationships with healthcare professionals and referral sources
Present and promote company products and services to potential clients
Prospect and close new business within the assigned territory
Partner with internal teams to ensure efficient service delivery and client satisfaction
Track and report sales activity, goals, and market insights using CRM tools
Qualifications
Experience: Minimum 2 years of B2B or healthcare sales preferred; recent college graduates are encouraged to apply
Education: Bachelor's degree preferred or equivalent combination of education and experience
Skills & Abilities:
Excellent communication and presentation skills
Strong interpersonal skills with the ability to build trust and credibility
Highly organized with strong time-management and attention to detail
Self-motivated and results-driven
Comfortable working independently and in a team environment
Proficiency with Microsoft Office (Word, Excel, Outlook) and CRM systems
Travel: Ability and willingness to travel regularly within the assigned territory
Preferred Background
Sales experience in healthcare, respiratory, or medical device/equipment fields
Demonstrated success meeting or exceeding sales goals
Prior leadership experience is a plus
Additional Requirements
Successful completion of a background check
Drug screening (if applicable)
Valid driver's license with a clean driving record
Compliance with healthcare credentialing requirements as needed
Physical & Technical Requirements
Ability to lift and carry standard office or promotional materials as needed
Ability to sit, stand, walk, talk, and listen for extended periods
Proficiency in digital tools such as email, CRM, and Microsoft Office applications
Why Join Us This position offers a unique opportunity to grow professionally while contributing to improved patient outcomes. If you are driven, goal-oriented, and ready to make an impact, we invite you to apply today.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
Account Executive
Account manager job in Fall River, MA
About Us
Pathways Healthcare is a physician- and nurse practitioner-led organization providing innovative home health and hospice services across Massachusetts. We partner with patients, families, and providers to deliver compassionate, clinically excellent care, right at home.
We are proud to be ranked #2 Best Places to Work in Massachusetts and #51 Best Places to Work in the U.S.
About the Role:
We are hiring a dynamic Account Executive to support growth across our combined Home Health and Hospice division. In this role, you will build and maintain referral relationships, evaluate patients for eligibility, and coordinate smooth transitions from hospitals, SNFs, ALFs, and physician practices to home-based care. This position requires strong critical judgment, relationship-building skills, and the ability to thrive in a performance-driven environment.
Position Details:
Location: Fall River, MA
Job Type: Full-time
Schedule: Monday - Friday
Responsibilities:
Evaluate referred patients for home health or hospice eligibility
Conduct onsite and virtual assessments at hospitals, SNFs, ALFs, and physician offices
Obtain and document insurance verification and prior authorizations when needed
Interpret clinical documentation to determine appropriate level of care
Facilitate meaningful conversations with patients and families around care goals
Collaborate with physicians, discharge planners, case managers, and social workers
Coordinate safe, timely discharges and develop home plans of care
Educate providers and referral partners about Pathways programs and services
Maintain consistent referral activity and meet monthly admission goals
Track performance metrics and submit referral data regularly
Participate in patient care conferences, in-services, and outreach initiatives
Support strategic territory development to drive admissions growth
Qualifications:
Experience in home health, hospice, hospital case management, or healthcare sales strongly preferred
Proven success meeting goals or performance benchmarks
Strong knowledge of third-party reimbursement and discharge planning
Excellent communication, negotiation, and presentation skills
Ability to build relationships and influence referral decisions
Self-directed, organized, and comfortable working with minimal supervision
Empathetic and professional approach to sensitive conversations
Valid driver's license and reliable transportation
Benefits:
Compesation: $65,000-$75,000/year + Competitive Bonus Structure
Medical, Dental & Vision plans (HMO & PPO)
401(k) with company match
Life Insurance & Short-Term Disability
Mileage reimbursement
Flexible schedule & work-life balance
Paid time off
Leadership development & career growth opportunities
Consistent day-shift hours
Pathways Healthcare is committed to providing exceptional care to our patients and fostering a positive work environment for our team members. If you're motivated by purpose, driven by performance, and passionate about patient-centered care, we'd love to meet you. Apply today and help shape the future of home health and hospice at Pathways Healthcare.
Personal Lines Client Manager
Account manager job in Middletown, CT
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
3-7 years minimum Personal Lines High Net Worth Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-KS1
Auto-ApplyMajor Account Manager
Account manager job in Lincoln, RI
* Prospecting, cold calling and selling our structured cabling products and services to national companies. * Building and maintaining a sales funnel. * Effectively communicate and demonstrate the features and values of our business.
* Identify prospect needs and develop action plans and proposals; Deliver in person and online presentations.
* Close the deal and maintain positive client relationships.
* Create additional revenue opportunities.
* Achieve and exceed sales goals.
* Develop a clear understanding of Granite's cabling products and services: Managed Services, Cabling Projects, Wi-Fi projects and Rollouts.
* You will be selling infrastructure engineering and network installations for voice, data, video, security, and wireless solutions.
Duties and Responsibilities:
* Prospecting, cold calling and selling our structured cabling products and services to national companies.
* Building and maintaining a sales funnel.
* Effectively communicate and demonstrate the features and values of our business.
* Identify prospect needs and develop action plans and proposals; Deliver in person and online presentations.
* Close the deal and maintain positive client relationships.
* Create additional revenue opportunities.
* Achieve and exceed sales goals.
* Develop a clear understanding of Granite's cabling products and services: Managed Services, Cabling Projects, Wi-Fi projects and Rollouts.
* You will be selling infrastructure engineering and network installations for voice, data, video, security, and wireless solutions.
* Bachelor's Degree Preferred
#LI-GC1
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
Technical Account Manager
Account manager job in Middletown, CT
Job Description
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive
We're seeking a highly qualified Technical Account Manager to join our team. This strategic role serves as the primary liaison for assigned clients, addressing both technical escalations and business objectives. The ideal candidate will be client-focused, collaborative, exceptionally organized, and detail-oriented.
Responsibilities
Build and maintain strong, long-term relationships with technical clients, serving as their primary point of contact for Charles IT.
Design and manage detailed technology roadmaps that align with client business objectives.
Maintain in-depth technical knowledge of current Charles IT products, services, and offerings.
Participate in technical projects and escalations, ensuring compliance with regulatory requirements.
Guide internal IT teams in adopting Charles IT tools, platforms, and processes for seamless integration.
Proactively identify and resolve potential technical challenges before they impact business operations.
Promote and integrate Charles IT solutions to achieve full technology stack adoption.
Deliver high-impact technical advisory services and lead billable projects to drive client value.
Respond promptly to client inquiries and set clear, realistic expectations.
Maintain accurate and up-to-date customer documentation.
Requirements
Associate degree or equivalent in a related field.
3+ years of experience as an Account Manager with proven success in client engagement, forecasting, and MRR growth.
3+ years of hands-on experience as a Technician or Senior System Administrator in networking, cloud environments, or IT infrastructure.
Exceptional oral and written communication skills.
Technical certifications in Microsoft, Cisco, Virtualization, and Project Management are a plus.
Experience with ConnectWise, Cisco, Meraki, Datto, VMware, Office 365, and advanced Mac OS support is a plus.
Enthusiastic and committed to the challenges of a growing company and client base.
Strong follow-through and ability to see tasks to completion.
Self-starter capable of working independently with minimal supervision.
Highly organized with sharp attention to detail.
Current, valid U.S. driver's license required.
Benefits
Charles IT offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, paid holidays, PTO, 401(k), and performance-based bonuses. Team members also enjoy ongoing training, professional development, quarterly team-building events, and a collaborative workplace culture.
Commitment to Inclusion:
Charles IT is an equal opportunity employer committed to fostering an inclusive and respectful work environment. We welcome diverse backgrounds and perspectives and do not discriminate based on any protected characteristic.
Territory Sales Manager
Account manager job in Middletown, CT
At WillScot, our team of nearly 5000+ people makes our company a Great Place to Work and we believe our people are what give us a competitive advantage in the industry. Our differentiation begins with our values, which are lived through our employees and aligned to the needs of our customers and communities. From day one, we invest in your growth and your future, while giving back to the communities we serve. Learn more about WillScot and who we are, here.
As North America's leading provider of complete temporary space solutions, we have helped customers across 260+ locations in the United States, Canada, and Mexico, get the innovative flexible workspace and portable storage solutions that are right for their timeline and their project, Right From the Start. Learn More.
ABOUT THE JOB:
Elevate Your Sales Journey with Us!
As a Territory Sales Manager, you will be responsible for driving new business by developing and executing a strategic sales plan, with a focus on prospecting, lead conversion, and maintaining a robust sales pipeline. You'll build long-lasting customer relationships through regular communication and exceptional service, utilizing Salesforce CRM to manage performance and customer interactions. Staying up-to-date on market trends and competitor activities, you will provide consultative selling solutions, prepare competitive quotes, and negotiate terms that meet customer needs while maximizing profitability. You will collaborate with cross-functional teams to ensure seamless project execution, maintain accurate sales records, and consistently meet performance goals through strong time management and adaptability in a fast-paced environment.
Are you a driven sales professional passionate about prospecting, building relationships, and exceeding targets? Join our team as a Territory Sales Manager and take ownership of growing our business in containers, ground-level offices, modular structures, and value-added solutions.
WHAT YOU'LL BE DOING:
* Sales Growth & Prospecting: Develop and execute a strategic sales plan to drive new business, focusing on outbound prospecting (40%), inbound lead conversion (30%), and account development.
* Pipeline Management: Maintain and grow a robust sales pipeline by identifying top prospects, market segments, and industries. Convert leads into sales while focusing on high-value projects.
* Customer Relationships: Build long-lasting partnerships by understanding customer needs, recommending tailored solutions, and delivering exceptional service. Utilize Salesforce CRM to track performance and manage customer relationships.
* Market & Product Analysis: Stay informed on industry trends and competitor activities. Conduct market research to identify growth opportunities and provide management insights.
* Consultative Selling: Employ a consultative sales approach to offer competitive pricing and value-based solutions. Prepare accurate quotes and negotiate terms that meet both business and customer needs.
* Performance Reporting: Use CRM software to maintain detailed sales records and generate performance reports. Track key metrics to ensure you're meeting goals and driving results.
* Team Collaboration: Work closely with cross-functional teams, including operations and customer support, to deliver a seamless customer experience. Provide leadership and support to team members when needed.
What You Have to Succeed:
* Persistent & Driven: You're committed to achieving results and motivated by challenging targets.
* Customer-Centric: You focus on understanding customer needs and delivering tailored solutions.
* Adaptable & Resilient: You thrive in a fast-paced, dynamic environment, managing time effectively to balance prospecting, client visits, and deal closing.
* Tech-Savvy: You're comfortable using CRM systems like Salesforce and tracking sales performance to inform your approach.
EDUCATION AND QUALIFICATIONS:
* High school diploma, GED, or applicable experience of
* 1+ year outbound prospecting experience, or 1+ year of experience at WillScot
* Ability to travel 10%-20% to conduct field visits with customers (little to no overnight travel) - this role will be based in the branch, and ~80% of the role will be outbound calling from the office.
* Professional communication skills (written and verbal)
* Skilled in using the Microsoft Office suite. We also use Teams and Zoom for video calls and meetings
* High-volume, transactional sales cycle is preferred
* Leasing experience helps but is not required
* A consultative, solution-selling approach will set you up with a jumpstart
The annual total compensation for this position is typically between $80,000 to $140,000 including commission. There is no cap in variable incentive earning opportunities.
#LI-SG1
This posting is for a(n) Existing Position.
Disclaimer: This posting describes the general nature and level of work performed and does not represent an exhaustive list of responsibilities, duties, skills, or physical abilities required. Team members may be required to perform duties outside normal responsibilities from time to time as needed.
Base Wage Range: $55,800.00 - $72,500.00
Individual rates are based on a variety of factors such as degrees or certifications, skill-level and years of experience, and include considerations such as expected overtime and variable compensation pay such as bonus or commission.
All regular WillScot positions offer a generous benefits package to help our employees and their families Be Well. This includes medical, dental, vision, disability, life insurance, paid time off (including Company holidays), tuition reimbursement, a retirement savings plan with company match, and more! More information about benefits may be found here. Many positions also have variable pay opportunities including commission, bonus, performance rewards, or other incentive programs.
We are an Equal Opportunity Employer. Veterans and individuals with disabilities are encouraged to apply.
Merrill Market Client Relationship Manager
Account manager job in Providence, RI
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
Account Manager I Wholesale
Account manager job in Providence, RI
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The Wholesale Account Manager is responsible for driving revenue growth within an assigned base of wholesale accounts. This role focuses on hunting for new opportunities within existing relationships, uncovering new buying centers, and expanding the breadth of solutions adopted. The position is accountable for pipeline development, opportunity management, forecast accuracy, and quota attainment.
**The Main Responsibilities**
+ Develop and execute account plans focused on hunting and expansion within the assigned base.
+ Identify, qualify, bid, negotiate, and close new sales opportunities to meet and exceed sales and revenue targets.
+ Prospect proactively via cold calling, email outreach, social selling, networking, customer meeting, and events.
+ Expand wallet share through cross-sell and up-sell motions with sales overlay team, uncover new buying centers and stakeholders.
+ Build multi-threaded relationships with decision makers and influencers to gain strategic positioning.
+ Create proposals, statements of work, and pricing configurations in collaboration with internal teams.
+ Drive the end-to-end sales cycle including working with solution engineers, post-sales order submission, and service delivery coordination.
+ Maintain accurate weekly forecast and pipeline funnel; ensure CRM hygiene and data integrity.
+ Provide market and customer insights to sales leadership regarding trends and competitive activity.
+ Demonstrate solid knowledge of the company's product suite and stay current on emerging technologies.
**What We Look For in a Candidate**
+ 2-5 years of B2B field sales experience; telecom or technology sales strongly preferred.
+ Proven success meeting/exceeding sales quotas with a hunter mindset and disciplined prospecting habits.
+ Working knowledge of wholesale wireless, IP/data, and voice/network services.
+ Strong communication skills (written, verbal, and formal presentation); proficiency in closing and negotiating.
+ Self-motivated, proactive, and results-oriented; able to work independently and manage multiple priorities.
+ Proficient in Microsoft Office and CRM tools; Salesforce experience preferred.
+ Working knowledge of selling IP, data, and voice network services.
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$50,862 - $67,809 in these states: AL, AR, AZ, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, MS, MT, ND, NE, NM, OH, OK, PA, SC, SD, TN, UT, VT, WI, WV, and WY.
$53,403 - $71,201 in these states: CO, HI, MI, MN, NC, NH, NV, OR, and RI.
$55,944 - $74,592 in these states: AK, CA, CT, DC, DE, IL, MA, MD, NJ, NY, TX, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
Requisition #: 340959
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Nurse Consultant/Account Manager - On the Road
Account manager job in Fall River, MA
Job DescriptionDescription:
The Account Manager will be responsible for managing relationships with our facilities, ensuring exceptional service delivery, and driving business growth. You will serve as the primary point of contact for our clients, collaborating closely with healthcare providers to optimize medication management and enhance patient care. This is a field role which will require daily local travel and occasional overnight travel. Dependable personal transportation is necessary.
ESSENTIAL FUNCTIONS:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Predictable, reliable, and punctual attendance is an essential function of the job role. The functions are as follows but not limited to:
Develop and maintain strong relationships with key decision-makers at the facilities, working with facility leadership and floor staff to be the liaison between facility and pharmacy.
Serve as the main point of contact for assigned accounts, understanding their needs and working with facility and pharmacy to provide quality care to the customer
Provide support and guidance to facilities inf regards to medication therapy and compliance, in collaboration with directors of clinical services and pharmacy operations
Address client inquiries, concerns, and issues promptly and effectively
Identify opportunities for expanding services and introducing new products to meet client needs
Conduct training sessions and educational programs for facility staff on startups, and as requested by the customers. Training on facility and pharmacy systems will be required
Provide monthly onsite visits and reporting to the facility as part of ongoing customer success and improvement
Ensure compliance with all relevant laws, regulations, and industry standards
Collaborate with internal pharmacy teams to ensure seamless coordination of services for clients
Survey preparation for facilities
Medication cart/medication room inspections and medication pass observations as requested by facility
PHYSICAL DEMANDS:
The physical demands and work environment described here are representative of those an employee encounters while performing the essential functions of this job.
Sitting for extended periods of time, computer usage including data entry for much of the workday, regular phone communication, handling paperwork and documentation, and participating in meetings. Field position requiring frequent local travel throughout the state and occasional overnight stays.
MINIMUM REQUIREMENTS:
Education & Experience: LPN or RN, with 1 or more years of experience, preferably in the Long Term Care or healthcare industry; or an equivalent mix of education and experience. Ability to handle escalated issues with diplomacy and professionalism a must. Long term care pharmacy experience preferred.
Computer Skills: Intermediate computer proficiency. Pharmacy and medication distribution software (EMAR, Medbank, Frameworks preferred).
Language Skills: Ability to read and interpret documents such as medication documentation, business
correspondence and procedure manuals; ability to write routine reports and business correspondence; ability to speak effectively, both in person and by telephone, to customers or employees of the organization.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent and to draw and interpret bar graphs; ability to understand and interpret statistical reports, data charts and graphs.
Requirements:
Unity AR/VR Developer (10296-1) Woonsocket, RI
Account manager job in Woonsocket, RI
Unity and C# scripting., ARKit, ARCore, and Oculus SDKs., 3D modeling tools and asset pipelines.
If you post this job on a job board, please do not use company name or salary. Experience level: Mid-senior Experience required: 10 Years Education level: Bachelors degree Job function: Information Technology Industry: Information Technology and Services Pay rate : Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Note : Please ensure the TCS-specific cover letter format (as provided in the job insights) is used for submission. The cover letter must be placed as the first page of the resume in a single merged document. Fill in all required details, including only the candidate's first and last name.
Job Description:
To support Meta Oculus headset, Code Changes, Enhancements & Bug Fixes. Resource should available onshore store timings from 8 AM EST to 6 PM EST.
The role centers around developing immersive experiences using Unity for AR/VR/MR platforms, including Meta Oculus. Key responsibilities and requirements include:
Core Responsibilities.
Design and develop interactive AR/VR/MR applications using Unity.
Implement enhancements and bug fixes for existing immersive modules.
Collaborate with cross-functional teams to integrate conversational AI and Copilot Studio features.
Optimize performance for Oculus and other headsets across platforms.
Technical Skills;
Proficiency in Unity and C# scripting.
Experience with ARKit, ARCore, and Oculus SDKs.
Familiarity with 3D modeling tools and asset pipelines.
Understanding of spatial computing and mixed reality environments.
Objective: To enhance the effectiveness of employee training programs by integrating AI-driven interactions within AR and VR environments, making the learning process more engaging, personalized, and adaptive to individual learning paces.
Dynamic Scenario Generation: Use Copilot Studio to create custom GPTs (Generative Pre-trained Transformers) that can generate a wide range of situational dialogues and scenarios based on real-time user interactions within the AR/VR environment. This allows for a more diverse and comprehensive training experience that can adapt to the user's responses and choices.
Voice and Language Processing: Leverage Copilot Studio's capabilities to process natural language inputs from users, enabling them to interact with the training module using voice commands or questions. This enhances the immersive experience by allowing hands-free interaction, especially in complex training scenarios where manual input might be cumbersome.
Integration with Business Systems: Use Copilot Studio's ability to connect to over 1,000 prebuilt connectors and plugins to integrate the training modules with your existing HR and learning management systems (LMS). This allows for seamless tracking of training progress, certification completion, and the direct application of training results into employee performance reviews.
Benefits:
Increased Engagement: The interactive and immersive nature of AI-powered AR/VR training modules significantly increases employee engagement and retention of information.
Scalability: Easily scale training modules to accommodate a growing workforce without the need for extensive resource investment.
Data-Driven Insights: Gather valuable data on employee performance and learning preferences, enabling continuous improvement of training programs.
Cost Efficiency: Reduce training costs associated with traditional methods, such as in-person training sessions, by leveraging scalable AR/VR solutions.
Territory Sales Manager-NYC METRO AREA SALES
Account manager job in Bozrah, CT
We are seeking a motivated and results-oriented Territory Sales Representative NYC Metro Area to manage sales activities within the NYC Metro area . This role is responsible for identifying new business opportunities, maintaining strong relationships with existing customers, and achieving sales targets. The ideal candidate has excellent communication skills, a customer-focused mindset, and the ability to work independently to drive revenue growth.
Key Responsibilities:
Manage and grow sales within a designated territory by developing strong relationships with new and existing clients.
Identify potential customers through cold calling, networking, and market research.
Conduct in-person visits, presentations, and product demonstrations to prospective clients.
Understand customer needs and provide solutions that meet or exceed expectations.
Achieve or exceed monthly and quarterly sales targets.
Track sales activities, pipeline progress, and client information using CRM software.
Monitor market trends, competitor activities, and customer feedback to inform strategy.
Attend trade shows, conferences, and industry events as required.
Collaborate with internal teams (marketing, customer service, product) to ensure customer satisfaction and product delivery.
Qualifications:
Bachelor's degree in Business, Marketing, or related field (preferred but not required).
2+ years of experience in sales, account management, or a similar customer-facing role.
Proven track record of meeting or exceeding sales targets.
Excellent interpersonal, negotiation, and presentation skills.
Ability to work independently and manage time effectively.
Proficiency in CRM tools (e.g., Salesforce, Zoho CRM) and Microsoft Office Suite.
Must live within the targeret area.
Willingness to travel frequently within the assigned territory.
Preferred Experience:
Food industry experience required.
Bilingual (Spanish) Preferred.
Existing relationships or a network within the territory.
What We Offer:
Competitive base salary and performance-based incentives.
Car allowance & Cell Phone allowance plus travel expenses.
Health, dental, and vision insurance,
Retirement plan options.
Career growth opportunities.
A collaborative and innovative work culture.
Auto-ApplyRegional Account Executive
Account manager job in Providence, RI
Account Executive - Business Development Market: This is a full-time hybrid position based in Providence, RI and Southeast Massachusetts Region. We are looking for a candidate that lives within a maximum 45 minute drive of Providence for this role. Compensation: Base Salary + Uncapped Commission, benefits, expenses, unlimited vacation, and more.
Position Details
We are currently looking for an innovative and driven Account Executive to helps us drive new client acquisition. The ideal candidate will bring proven success in client acquisition, managing clients once sold, and executing strategic objectives to exceed local advertising revenue goals. The ideal candidate possesses a strong business development background utilizing a consultative and strategic sales approach. You will need to prospect qualified candidates, consult to identify growth opportunities, and deliver a compelling marketing strategy with an extensive, first-class digital portfolio. The successful candidate will be responsible for driving growth through new accounts and upselling existing accounts. In this role you will conduct face-to-face customer meetings, presentations and proposals.
Unparalleled Solutions
As a LocaliQ Account Executive, you'll partner with clients to provide a broad set of solutions, including:
Website Development and Management
Search Engine Optimization (SEO)
Local Listings Management
Online Reputation Management
Social Media Management
Search Engine Marketing (SEM)
Influencer Marketing
Event Marketing and Sponsorships
Engagement and Tracking Tools
Marketing Automation Solutions
Mobile Marketing Tools
Social Media Advertising
Display Advertising
Video Advertising
Mobile Advertising
Email Marketing Campaigns
Streaming TV, OTT, CTV Advertising
Brand Content Solutions
Lead Generation and Nurturing
Customer Relationship Management (CRM) Tools
Advanced Reporting and Analytics
Interactive and Immersive Advertising Solutions
Experience Desired
3+ years of experience in a high acquisition, consultative B2B Sales role and a college degree or acceptable equivalent of education and work experience.
Experience building a book of new business clients. A true hunter mentality combined with strong prospecting, planning, organizational, and time-management skills.
Excellent track record of developing and selling custom multi-tactic digital advertising campaigns and closing business, including mobile platforms, SEO/SEM, Targeted Email, Social, and other offerings. (Google AdWords, Analytics certifications are preferred but not required).
Ability to collaborate actively and constructively in a team environment.
Ability to pivot quickly without losing speed, focus, or quality.
A problem solver who thrives on challenges and can simplify complex issues.
Effective communication and presentation skills, having a persuasive and patient, yet compelling and compassionate approach. You'll be forging strong relationships with customers and must be able to earn their trust.
Experience with CRM tool (Daily use required).
Valid driver's license.
Vehicle insurance is required (at least minimum insurance required for the state in which the employee works).
Proficient in MS Office Suite, including Excel, Word, PowerPoint, and Outlook.
Benefits
Our benefits package is made with a focus on well-being and daily life. Options include healthcare coverage for employees and their families, Dental, Vision, HAS, FSA, Life Insurance, Pet Insurance, 401k, and more. We believe in work-life balance. In this role, you will enjoy a generous MTO Time off package, including Company Paid Holidays. #LI-Hybrid
The annualized base salary for this role will range between $50,000 and $60,000. Base compensation is reflective of many factors, including, but not limited to, the market in which one lives/works, individual education level, skills, certifications and experience. Note: variable compensation is not reflected in these figures and based on the role, may be applicable.
Personal Lines Client Manager
Account manager job in Middletown, CT
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
3-7 years minimum Personal Lines High Net Worth Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-KS1
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o8G1WEx2ix
Major Account Executive
Account manager job in Middletown, CT
Exceptional Service, Endless Improvement, Passionate People, and Honest and Forthright. Guided by our values, we foster a culture of growth, balance, and belonging where every team member can thrive
We're seeking a highly motivated Major Account Executive to support our continued growth through proactive client outreach and strategic relationship development. This role requires a strong ability to identify new business opportunities, engage prospects with confidence, and deliver tailored solutions. The ideal candidate is goal-driven, persuasive, and thrives in a fast-paced, results-oriented environment.
Responsibilities:
Develop and manage relationships with senior executives and key decision-makers across mid-market organizations
Identify and pursue high-value opportunities with longer sales cycles and complex business needs
Conduct strategic outreach through cold calling, referrals, and networking to build a strong center of influence within the assigned territory
Lead discovery meetings, onsite evaluations, and business reviews to assess client environments and deliver tailored IT solutions
Collaborate with Technical Solutions Architects, vCIOs, and internal teams to design and present service offerings that address compliance (HIPAA, CMMC, SOC 2) and strategic objectives
Represent Charles IT at industry events, roundtables, and networking functions to elevate brand visibility and foster key relationships
Maintain accurate pipeline forecasting, account planning, and activity tracking in HubSpot CRM
Requirements
8+ years of B2B sales experience, with a strong background in IT solutions, MSPs, or professional services.
Proven track record managing major or strategic accounts.
Demonstrated experience selling to the C-suite, including CFOs, CTOs, and CISOs.
Exceptional consultative selling, negotiation, and solution design skills.
Familiarity with navigating RFPs, procurement, and legal/compliance processes.
Entrepreneurial mindset and a proactive approach to identifying new opportunities.
Willingness to travel as needed.
HubSpot or comparable CRM experience required.
Benefits
Charles IT offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, paid holidays, PTO, 401(k), and performance-based bonuses. Team members also enjoy ongoing training, professional development, quarterly team-building events, and a collaborative workplace culture.
Commitment to Inclusion: Charles IT is an equal opportunity employer committed to fostering an inclusive and respectful work environment. We welcome diverse backgrounds and perspectives and do not discriminate based on any protected characteristic.
Auto-ApplyMerrill Market Client Relationship Manager
Account manager job in Providence, RI
Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Nurse Consultant/Account Manager - On the Road
Account manager job in Fall River, MA
The Account Manager will be responsible for managing relationships with our facilities, ensuring exceptional service delivery, and driving business growth. You will serve as the primary point of contact for our clients, collaborating closely with healthcare providers to optimize medication management and enhance patient care. This is a field role which will require daily local travel and occasional overnight travel. Dependable personal transportation is necessary.
ESSENTIAL FUNCTIONS:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Predictable, reliable, and punctual attendance is an essential function of the job role. The functions are as follows but not limited to:
Develop and maintain strong relationships with key decision-makers at the facilities, working with facility leadership and floor staff to be the liaison between facility and pharmacy.
Serve as the main point of contact for assigned accounts, understanding their needs and working with facility and pharmacy to provide quality care to the customer
Provide support and guidance to facilities inf regards to medication therapy and compliance, in collaboration with directors of clinical services and pharmacy operations
Address client inquiries, concerns, and issues promptly and effectively
Identify opportunities for expanding services and introducing new products to meet client needs
Conduct training sessions and educational programs for facility staff on startups, and as requested by the customers. Training on facility and pharmacy systems will be required
Provide monthly onsite visits and reporting to the facility as part of ongoing customer success and improvement
Ensure compliance with all relevant laws, regulations, and industry standards
Collaborate with internal pharmacy teams to ensure seamless coordination of services for clients
Survey preparation for facilities
Medication cart/medication room inspections and medication pass observations as requested by facility
PHYSICAL DEMANDS:
The physical demands and work environment described here are representative of those an employee encounters while performing the essential functions of this job.
Sitting for extended periods of time, computer usage including data entry for much of the workday, regular phone communication, handling paperwork and documentation, and participating in meetings. Field position requiring frequent local travel throughout the state and occasional overnight stays.
MINIMUM REQUIREMENTS:
Education & Experience: LPN or RN, with 1 or more years of experience, preferably in the Long Term Care or healthcare industry; or an equivalent mix of education and experience. Ability to handle escalated issues with diplomacy and professionalism a must. Long term care pharmacy experience preferred.
Computer Skills: Intermediate computer proficiency. Pharmacy and medication distribution software (EMAR, Medbank, Frameworks preferred).
Language Skills: Ability to read and interpret documents such as medication documentation, business
correspondence and procedure manuals; ability to write routine reports and business correspondence; ability to speak effectively, both in person and by telephone, to customers or employees of the organization.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio, and percent and to draw and interpret bar graphs; ability to understand and interpret statistical reports, data charts and graphs.
Territory Sales Manager-NYC METRO AREA SALES
Account manager job in Norwich, CT
Job Description
We are seeking a motivated and results-oriented Territory Sales Representative NYC Metro Area to manage sales activities within the NYC Metro area. This role is responsible for identifying new business opportunities, maintaining strong relationships with existing customers, and achieving sales targets. The ideal candidate has excellent communication skills, a customer-focused mindset, and the ability to work independently to drive revenue growth.
Key Responsibilities:
Manage and grow sales within a designated territory by developing strong relationships with new and existing clients.
Identify potential customers through cold calling, networking, and market research.
Conduct in-person visits, presentations, and product demonstrations to prospective clients.
Understand customer needs and provide solutions that meet or exceed expectations.
Achieve or exceed monthly and quarterly sales targets.
Track sales activities, pipeline progress, and client information using CRM software.
Monitor market trends, competitor activities, and customer feedback to inform strategy.
Attend trade shows, conferences, and industry events as required.
Collaborate with internal teams (marketing, customer service, product) to ensure customer satisfaction and product delivery.
Qualifications:
Bachelor's degree in Business, Marketing, or related field (preferred but not required).
2+ years of experience in sales, account management, or a similar customer-facing role.
Proven track record of meeting or exceeding sales targets.
Excellent interpersonal, negotiation, and presentation skills.
Ability to work independently and manage time effectively.
Proficiency in CRM tools (e.g., Salesforce, Zoho CRM) and Microsoft Office Suite.
Must live within the targeret area.
Willingness to travel frequently within the assigned territory.
Preferred Experience:
Food industry experience required.
Bilingual (Spanish) Preferred.
Existing relationships or a network within the territory.
What We Offer:
Competitive base salary and performance-based incentives.
Car allowance & Cell Phone allowance plus travel expenses.
Health, dental, and vision insurance,
Retirement plan options.
Career growth opportunities.
A collaborative and innovative work culture.
Regional Account Executive
Account manager job in Providence, RI
Account Executive - Business Development Market: This is a full-time hybrid position based in Providence, RI and Southeast Massachusetts Region. We are looking for a candidate that lives within a maximum 45 minute drive of Providence for this role. Compensation: Base Salary + Uncapped Commission, benefits, expenses, unlimited vacation, and more.
Position Details
We are currently looking for an innovative and driven Account Executive to helps us drive new client acquisition. The ideal candidate will bring proven success in client acquisition, managing clients once sold, and executing strategic objectives to exceed local advertising revenue goals. The ideal candidate possesses a strong business development background utilizing a consultative and strategic sales approach. You will need to prospect qualified candidates, consult to identify growth opportunities, and deliver a compelling marketing strategy with an extensive, first-class digital portfolio. The successful candidate will be responsible for driving growth through new accounts and upselling existing accounts. In this role you will conduct face-to-face customer meetings, presentations and proposals.
Unparalleled Solutions
As a LocaliQ Account Executive, you'll partner with clients to provide a broad set of solutions, including:
Website Development and Management
Search Engine Optimization (SEO)
Local Listings Management
Online Reputation Management
Social Media Management
Search Engine Marketing (SEM)
Influencer Marketing
Event Marketing and Sponsorships
Engagement and Tracking Tools
Marketing Automation Solutions
Mobile Marketing Tools
Social Media Advertising
Display Advertising
Video Advertising
Mobile Advertising
Email Marketing Campaigns
Streaming TV, OTT, CTV Advertising
Brand Content Solutions
Lead Generation and Nurturing
Customer Relationship Management (CRM) Tools
Advanced Reporting and Analytics
Interactive and Immersive Advertising Solutions
Experience Desired
3+ years of experience in a high acquisition, consultative B2B Sales role and a college degree or acceptable equivalent of education and work experience.
Experience building a book of new business clients. A true hunter mentality combined with strong prospecting, planning, organizational, and time-management skills.
Excellent track record of developing and selling custom multi-tactic digital advertising campaigns and closing business, including mobile platforms, SEO/SEM, Targeted Email, Social, and other offerings. (Google AdWords, Analytics certifications are preferred but not required).
Ability to collaborate actively and constructively in a team environment.
Ability to pivot quickly without losing speed, focus, or quality.
A problem solver who thrives on challenges and can simplify complex issues.
Effective communication and presentation skills, having a persuasive and patient, yet compelling and compassionate approach. You'll be forging strong relationships with customers and must be able to earn their trust.
Experience with CRM tool (Daily use required).
Valid driver's license.
Vehicle insurance is required (at least minimum insurance required for the state in which the employee works).
Proficient in MS Office Suite, including Excel, Word, PowerPoint, and Outlook.
Benefits
Our benefits package is made with a focus on well-being and daily life. Options include healthcare coverage for employees and their families, Dental, Vision, HAS, FSA, Life Insurance, Pet Insurance, 401k, and more. We believe in work-life balance. In this role, you will enjoy a generous MTO Time off package, including Company Paid Holidays. #LI-Hybrid
The annualized base salary for this role will range between $50,000 and $60,000. Base compensation is reflective of many factors, including, but not limited to, the market in which one lives/works, individual education level, skills, certifications and experience. Note: variable compensation is not reflected in these figures and based on the role, may be applicable. #LI-SD1 #LI-Remote
Regional Account Executive
Account manager job in Warren, RI
Account Executive - Business Development Market: This is a full-time hybrid position based in Providence, RI and Southeast Massachusetts Region. We are looking for a candidate that lives within a maximum 45 minute drive of Providence for this role. Compensation: Base Salary + Uncapped Commission, benefits, expenses, unlimited vacation, and more.
Position Details
We are currently looking for an innovative and driven Account Executive to helps us drive new client acquisition. The ideal candidate will bring proven success in client acquisition, managing clients once sold, and executing strategic objectives to exceed local advertising revenue goals. The ideal candidate possesses a strong business development background utilizing a consultative and strategic sales approach. You will need to prospect qualified candidates, consult to identify growth opportunities, and deliver a compelling marketing strategy with an extensive, first-class digital portfolio. The successful candidate will be responsible for driving growth through new accounts and upselling existing accounts. In this role you will conduct face-to-face customer meetings, presentations and proposals.
Unparalleled Solutions
As a LocaliQ Account Executive, you'll partner with clients to provide a broad set of solutions, including:
Website Development and Management
Search Engine Optimization (SEO)
Local Listings Management
Online Reputation Management
Social Media Management
Search Engine Marketing (SEM)
Influencer Marketing
Event Marketing and Sponsorships
Engagement and Tracking Tools
Marketing Automation Solutions
Mobile Marketing Tools
Social Media Advertising
Display Advertising
Video Advertising
Mobile Advertising
Email Marketing Campaigns
Streaming TV, OTT, CTV Advertising
Brand Content Solutions
Lead Generation and Nurturing
Customer Relationship Management (CRM) Tools
Advanced Reporting and Analytics
Interactive and Immersive Advertising Solutions
Experience Desired
3+ years of experience in a high acquisition, consultative B2B Sales role and a college degree or acceptable equivalent of education and work experience.
Experience building a book of new business clients. A true hunter mentality combined with strong prospecting, planning, organizational, and time-management skills.
Excellent track record of developing and selling custom multi-tactic digital advertising campaigns and closing business, including mobile platforms, SEO/SEM, Targeted Email, Social, and other offerings. (Google AdWords, Analytics certifications are preferred but not required).
Ability to collaborate actively and constructively in a team environment.
Ability to pivot quickly without losing speed, focus, or quality.
A problem solver who thrives on challenges and can simplify complex issues.
Effective communication and presentation skills, having a persuasive and patient, yet compelling and compassionate approach. You'll be forging strong relationships with customers and must be able to earn their trust.
Experience with CRM tool (Daily use required).
Valid driver's license.
Vehicle insurance is required (at least minimum insurance required for the state in which the employee works).
Proficient in MS Office Suite, including Excel, Word, PowerPoint, and Outlook.
Benefits
Our benefits package is made with a focus on well-being and daily life. Options include healthcare coverage for employees and their families, Dental, Vision, HAS, FSA, Life Insurance, Pet Insurance, 401k, and more. We believe in work-life balance. In this role, you will enjoy a generous MTO Time off package, including Company Paid Holidays. #LI-Hybrid
The annualized base salary for this role will range between $50,000 and $60,000. Base compensation is reflective of many factors, including, but not limited to, the market in which one lives/works, individual education level, skills, certifications and experience. Note: variable compensation is not reflected in these figures and based on the role, may be applicable.