Client delivery manager entry level jobs - 55 jobs

Technical Delivery Manager
Betmgm
Cincinnati, OH
Discover What's Possible at BetMGM Ready to make your career legendary? Join us as we bring the magic of Vegas to our players. The BetMGM team has over 1,400 talented members, revolutionizing sports betting and online gaming in the United States and Canada. We're a brand with technology at our hearts and the most driven and focused talent in the business. As a valued team member, we're committed to giving you the resources and support you need to thrive. Our benefits and perks include: Medical, Dental, Vision, Life, and Disability Insurance 401(k) with company match Pre-tax spending accounts including health care FSA and commuter savings Flexible paid time off Professional development reimbursement and ongoing skills training opportunities Employee resource groups Swag, ticket giveaways, and more! At BetMGM, we recognize that every individual plays a meaningful role in our success. That's why we're committed to building a respectful, inclusive workplace. It's the strategy behind every win. By meeting people where they are, we create a culture of belonging where everyone can thrive and a workplace that reflects our values, our people, and our drive to win. About the Role The Technical Delivery Manager (Infrastructure) will be responsible for supporting the Technology Infrastructure program, which will drive efficiencies across the BetMGM business landscape to support overall business objectives. This role will be responsible for applying standardized project management methodologies and documentation procedures using tools such as Workfront, Smartsheet, Microsoft Teams, Confluence, etc. to increase visibility into Technology infrastructure initiatives. They will also maintain infrastructure budgets, and foster stakeholder engagement. The Technical Delivery Manager (Infrastructure) will be a catalyst for change in ways of working by promoting collaboration, documentation, and communication throughout the Technology Infrastructure project lifecycle. This role will work with the Senior Manager, Technical Delivery to update and maintain a Technology Infrastructure roadmap and to establish KPIs to measure the success of Technology Infrastructure project initiatives. This role will also be responsible for creating and presenting key project highlights to the Technology department, Technology Senior Leadership Team, and BetMGM Executive team via regular updates, in addition to maintaining real-time dashboards and metrics. Responsibilities Apply a standardized project management methodology to ensure the successful delivery of all infrastructure initiatives abiding to time, budget, and scope requirements Create and upkeep scope specifications and project/program plans, tracking/reporting, and communication plans Estimate time and resource requirements and monitor milestone completion through the entirety of the project lifecycle Develop and maintain relationships with key infrastructure stakeholders both internally and within partnered organizations in teams such as Technology, Technical Governance, Procurement, Finance, Compliance, etc. Leverage data to create KPIs and dashboards to increase business visibility into overall Technology Infrastructure project performance Align with Technology stakeholders on infrastructure approaches and challenge, when appropriate, to ensure solutions are aligned with BetMGM business needs, are cost-effective, and are designed optimally Create and distribute Technology Infrastructure work products to ensure all project risks (technical, operational, and financial) are raised and escalated and an accurate project status is communicated and represented in project documentation Serve as the first point of escalation for infrastructure project roadblocks and/or risks Essential Functions Must be able to stand or sit and operate computers and other technological devices for extended periods of time Qualifications Bachelor's or advanced degree in Business or Computer Science is highly preferred PMP certification highly desired A combined 5+ years of experience in project/program management roles within an IT organization and experience managing day-to-day operations in an infrastructure role Experience working with stakeholders to develop and implement infrastructure solutions Excellent analytical and strategic thinking skills Experience managing global cross-functional technology infrastructure projects by creating supporting project/program plans and program level tracking/reporting Experience managing disaster recovery, data center decommissioning, cloud migration, or data center buildout projects is highly preferred Values attention to detail and understands the importance of precision in quality of work Ability to successfully work across cultures and locations, driving team cohesion and effectiveness Ability to work autonomously, escalating when required to remove roadblocks or hurdles Experience in gaming, hospitality, retail, or similar industry preferred Ability to inspire via superior communication (both written and verbal) & strong interpersonal skills are required Experience communicating and interacting with executive teams is preferred Demonstrated ability to successfully partner with a wide range of stakeholders including vendors, regulators, partners, and third parties Experience using tools such as Smartsheet, Microsoft Project, Trello, etc. to optimize team efficiency Organized, adaptable, and able to tackle the challenges of working on multiple Infrastructure Technology initiatives simultaneously in a fast-paced environment Ability to come into the office and/or travel to other locations for key meetings and workshops with stakeholders The annual salary range for this position is $89,200.00 to $125,000.00. Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate. This position is also eligible for participation in a performance-based bonus plan. Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship. At this time, this role is not eligible for immigration-related employment authorization sponsorship including H-1B, O-1, E-3, TN, OPT, etc. Gaming Compliance & Licensing Requirements As an online gaming company, BetMGM is required to comply with state gaming regulations which includes licensing obligations. Applicable employees must be licensed by at least one jurisdictional agency, although certain positions require licensing by multiple agencies. Failure to become licensed or maintain licensure with each agency as required for the role may result in termination of employment. Please note that the licensing process includes comprehensive background checks which may include a review of criminal records, financial history, and personal background verification. In addition, candidates must comply with and support BetMGM's responsible gambling policies, procedures, and initiatives. About BetMGM BetMGM is revolutionizing sports betting and online gaming in the United States and Canada. We are a partnership between two powerhouse organizations-MGM Resorts International and Entain Group. You know our name through our exciting portfolio of brands including BetMGM Casino, BetMGM Sportsbook, Borgata Online, Party Casino and Party Poker. We aim to bring our ideas into action and find ways to deliver the best quality in gaming platforms. BetMGM LLC is an Equal Opportunity Employer. We provide equal employment opportunities to all qualified individuals, regardless of race, religion, gender, gender identity, age, marital status, national origin, sexual orientation, citizenship status, veteran status, disability, or any other legally protected status. As an organization, we are unwavering in our commitment to maintaining a discrimination-free work environment, and fostering a culture of inclusivity, belonging and equal opportunity for all employees and applicants. If you need assistance or accommodation with your application due to a disability, you may contact us at . This job description is not an exclusive or exhaustive list of duties a person in this position may be asked to perform from time to time. #LI-REMOTE #LI-IK1
$89.2k-125k yearly 2d ago

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Customer Success Manager
Impact Technologies 4.5
Columbus, OH
About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products-Performance (affiliate), Creator (influencer), and Advocate (customer referral)-unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: As a Customer Success Manager, you will be an incredible product expert! This involves utilizing our software suite to build stronger & more successful marketing campaigns. Portraying good business sense, a solid understanding of the digital ecosystem, and being a critical thinker will have you shining and growing every day at Impact. What You'll Do: Delivering world-class support to our top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts. Dedicated duties include account monitoring, regular check-ins, and relationship building. Reactive duties include training, product support, and appropriate delegation when technical issues and feature requests arise. What You Bring: 3+ experience in affiliate marketing Bachelor's Degree or equivalent experience (Business, Marketing, or related field a plus) Consistent track record of providing stellar support to customers Embraces teamwork and cross-team collaboration Strong understanding of the digital marketing ecosystem (Affiliate & Partnerships a Plus) A healthy dose of initiative and the ability to remain flexible Detail-oriented and able to efficiently prioritize tasks Be a critical thinker and an inventive problem-solver Professional communication skills Enthusiastic teammate Great conflict resolution skills Excellent time management skills Salary Range: $80,000 - $95,000 per year, plus Variable Commission Plan ($20,000-$23,750) and stock (RSU) award. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. Medical, Dental, and Vision insurance Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled Flexible spending accounts and 401(k) Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life. Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health. A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval. Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses. Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. Technology Financial Support: We provide a technology stipend to help you set up your home office and a monthly allowance to cover your internet expenses. impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors. #LI_NewYork_NewYork #LI_SantaBarbara #LI_Columbus_Ohio
$80k-95k yearly Auto-Apply 44d ago
Client Relationship Executive - Insurance
Pricewaterhousecoopers 4.8
Columbus, OH
Industry/Sector Not Applicable Specialism IFS - Clients & Markets Management Level Director At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets. Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Lead in line with our values and brand. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. Balance long-term, short-term, detail-oriented, and big picture thinking. Make strategic choices and drive change by addressing system-level enablers. Promote technological advances, creating an environment where people and technology thrive together. Identify gaps in the market and convert opportunities to success for the Firm. Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals. Responsibilities - Develop and execute relationship and account strategies - Establish and maintain long-term client relationships - Navigate complex internal organizations to reach targets - Oversee multiple projects with impactful decision making - Maintain executive-level client relations What You Must Have - High School Diploma - 8 years of sales or PwC experience What Sets You Apart - Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred - Initiating sales calls and securing meetings consistently - Soliciting information to qualify and scope opportunities - Understanding client business issues and service capabilities - Controlling sales process and overcoming objections - Establishing and developing long-term client relationships - Navigating complex internal organizations effectively - Demonstrating project executive presence and professionalism Travel Requirements Up to 60% Job Posting End Date Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ************************************* PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.The salary range for this position is: $122,500 - $423,780. For residents of Washington state the salary range for this position is: $122,500 - $504,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
$141k-205k yearly est. Auto-Apply 6d ago
Client Manager Associate - OH
Unum Group 4.4
Worthington, OH
When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention. The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block. Principal Duties and Responsibilities Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market Develop and build personal connections with brokers, enrollment firms and customers for assigned block of business Learn how to develop and execute on customer-specific business plans Profitable Growth of the Inforce Block In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary. Develop understanding of and how to leverage Unum's enrollment capabilities, services, tools, and how to communicate an enrollment strategy with internal/external partners. Work closely with ICS Implementation Manager Assist in local Benefit fair activities with Field Office team Build and develop enrollment firm relationships for larger customers Develop Partnership with Sales Rep, Marketing Consultant and Home Office to Execute on all Strategies - Operating Effectiveness Partner with key Home Office areas to deliver full service to customers In partnership with sales rep, provide thorough customer updates, broker feedback, and other pertinent action items that impact sales effectiveness Learn to develop and present renewals driving persistency and profitability May perform other duties as assigned Job Specifications Bachelors degree or equivalent business experience required Experience in the employee benefits industry preferred Licensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotion Strong growth and sales orientation Develop understanding of the Unum product and service portfolio Proficient in Microsoft Office - Word, PowerPoint, Excel Strong technical aptitude - ability to utilize and leverage technology and systems Strong negotiation, persuasion and presentation skills Proven ability to think strategically and act tactically Strong organization skills/ability to manage multiple demands and priorities Excellent problem solving/problem resolution With each customer, projects confidence and enthusiasm about the company Outgoing, excellent communication skills - both written and verbal Strong business acumen Ability to work/partner with a close team Strong relationship management skills Ability to manage conflicts Results oriented Ability to travel as needed #LI-FF1 -IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. Fully and partially leveraged roles are paid pursuant to a uniformly applied sales compensation plan. For partially leveraged roles, a starting salary or salary range will be listed in the above . If salary information is not listed in the job description above, compensation is based solely on commissions. Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum
$70k-90k yearly est. Auto-Apply 17d ago
Strategic Client Executive
McKesson 4.6
Columbus, OH
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Strategic Client Executives help providers overcome one of the biggest headaches in healthcare. You will develop and oversee relationships with our Provider clients, which include some of the nation's most prestigious medical centers and eHR organizations. This position is responsible for having an in-depth knowledge of ePA and will develop targeted strategies to both grow our network and meet clients' needs. What You'll Do You will retain and develop some of our fastest-growing accounts, with a focus on creating tailored solutions for individual clients. You will ensure full adoption of our provider solutions, with an eye towards long-term account retention. Leverage relationships with assigned accounts to deliver on utilization initiatives Manage complex problems and requests by coordinating the development of solutions through collaboration with internal partners. Lead business reviews, webinars, and training sessions Develop strategies to find and capitalize on retention and expansion opportunities utilizing a value-based selling approach Foster loyal, long-term relationships with decision-makers Travel to clients as needed (about 20%) About You You love working with people - both colleagues and clients - in a fast-paced, entrepreneurial environment. You have a healthy mix of left-brain (detail-oriented and analytical) and right-brain (charismatic and collaborative). You take a data-driven approach to understanding your clients, and are always up-to-date on trends affecting their accounts. You are results-oriented, self-motivated, and have a high level of initiative. Bachelor's degree required At least 4 years of client-facing experience, with record of results in launching, growing, and retaining client accounts Healthcare experience a plus Great communicator one-on-one, in writing, and in formal presentations, at any level, from hospital staff to executives Top-notch strategic acumen, problem-solving, and analytical ability About Us CoverMyMeds is one of the fastest growing healthcare technology companies in the US. We help prescribers and pharmacies submit Prior Authorization requests for any drug and nearly all health plans - 100% free - to get millions of patients on their medications every single year. Our team of highly-productive healthcare enthusiasts with a passion for helping others is the best thing about working here. On-site chef and paid benefits? Yeah, we have those too. But don't take our word for it. We've been named to Glassdoor's top 50 places to work in the nation, Inc. 500's list three times, were awarded one of the top places to work by Modern Healthcare and three times won best places to work in Columbus, Ohio. These requirements represent the knowledge, skills, and abilities necessary to perform this job successfully. Reasonable accommodation can be made to enable individuals with disabilities to perform essential functions. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,400 - $132,300 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
$79.4k-132.3k yearly Auto-Apply 58d ago
Manager,Customer Success
Midmark Corporation 4.5
Dayton, OH
The Real-Time Location System (RTLS) Customer Success Manager's objective is to ensure long-term success of assigned healthcare systems that are using Midmark's RTLS solutions. The goal of this position is to cultivate and maintain strong, loyal relationships, ensuring a high level of customer satisfaction with product offering and services and have an awareness of the customer journey while guiding expansion desires of the RTLS platform within key accounts and to develop ongoing renewal growth. ESSENTIAL/PRIMARY DUTIES: Build strong, long-term customer relations within multiple departments and ensure customer satisfaction, retention, and growth within assigned accounts. Utilize sales and negotiation skills to help expand the footprint of RTLS application within existing accounts. Drive customer engagement for referenceability, case studies, webinars, and voice of customer for platform development and testing. Partner with internal teams to drive customer satisfaction and positive referenceability among existing strategic accounts and relationships. Understand and shape client's goals for the Midmark RTLS platform within their enterprise while identifying opportunities to drive value through product adoption, best practice sharing, and engagement with Success Coach and Clinical Education team. Develop ongoing success plans and stakeholder mapping to ensure alignment, product adoption, customer loyalty, and buy-in for product offering within account. Act as clients' escalation path and provide oversight of sales and service interactions; maintain pulse of our product/brand's perceived performance in client's environment; serve as the voice of the customer to receive and interpret feedback to internal teams while proactively looking for ways to continuously improve the customer experience. Proactively organize and lead regular face-to-face client review meetings with healthcare provider champions and stakeholders including periodic roadmap discussions and executive business reviews. Identify client needs/issues and assess/define solutions or resolutions in coordination with internal Midmark RTLS teams to continually delight them with a positive, customer-centric attitude. Coordinate and lead, as necessary, activities across internal teams and with channel system integrators to cultivate client success. SECONDARY DUTIES: Identify, promote, and help lead continuous improvement opportunities across the continuum of processes and technologies which impact the value of the Midmark RTLS solution. Attend trainings and team/regional/corporate meetings as needed. EDUCATION and/or EXPERIENCE: Four-year college degree required, MBA desired. Minimum of 3 years (5+ years preferred) working in the healthcare industry with in-depth knowledge of healthcare systems' organizational design. Prior business development, customer relationship management, or healthcare consulting experience desired. Prior experience with RTLS strongly desired. COMPETENCY/SKILL REQUIREMENTS: Knowledge and awareness of Midmark RTLS products, solutions, and services, along with emerging trends and technologies in the healthcare industry Ability to identify client needs/issues and assess/define solutions or resolutions in coordination with internal Midmark RTLS teams Knowledge of medical industry, healthcare information systems, and in-depth knowledge of healthcare systems' organizational design Understanding of operational and clinical workflows and key performance indicators Experience navigating and communicating effectively across health system stakeholders Goal oriented, focused, dedicated and driven Must be highly motivated and enthusiastic while demonstrating ability to make decisions and maintain a professional demeanor under pressure while responding to evolving priorities Ability to establish rapport, trust and confidence with clients, internal teams, and peers Excellent communication (verbal and written) skills and strong interpersonal skills to communicate at any level of the organization Willing and able to address escalated client issues with urgency and speed Ability to develop creative strategies and move them to initiatives and successful delivery Attention to detail and ability to multi-task Ability and willingness to travel frequently Understanding of principles for continuous improvement Ability to work with little or no direct supervision, time management
$55k-87k yearly est. Auto-Apply 20d ago
Hospice Client Support Executive
Evergreen 4.4
Maumee, OH
Optimal Care is where your dedication meets a rewarding career. As a clinician owned and operated company, we create the opportunity and environment for each employee to realize their highest potential while maintaining a personalized focus on our Patients and Families every day. We are the Midwest's premier provider of Physician Services, Home Health, and Hospice Care. Our integrated care delivery model incorporates technology, innovation and best practices. We produce value based outcomes by managing chronic disease process, rehabilitation and end of life care. We live a simple Mission: Serve Together, Provide Value, and Deliver Exceptional Quality Care. What does this mean for you? At Optimal Care, you have our resolute commitment to being an exceptional place to work. Your expertise, passion and commitment to exceptional quality care will continue to thrive. With you we can build a remarkable place to work. Exceptional Benefits: Minimum of 3 Weeks Paid Time Off (PTO) Company Vehicle Program Flexible Work Schedule Mentorship Culture Medical, Dental, and Vision Insurance 401(k) with Employer Match Mileage Reimbursement Cutting Edge Technology What We Can Offer A competitive base salary with no cap on incentives - unlimited earning potential Orientation bonus program ensures high levels of compensation No wait to earn commissions/incentives - top performers make 6 digits in total compensation Career ladder growth opportunities - we're expanding! The ability to keep your current relationships and continue to build on them A stand-alone hospice with a care continuum (home health and physician services) In-house research and development team to help build the innovative/specialty programs that we offer our clients Data driven territories that set you up for success Strong training and orientation program - including an orientation manual Senior leadership team all have 25+ years post-acute management experience In-house recruiting team to ensure professional clinical team expertise Proactive hiring model to ensure growth capacity Key Responsibilities Client Support Executives obtain referrals for services as well as promote, educate, and market all company services. Serving as a liaison between Optimal Care and referral sources you will coordinate care for referred patients from home health, non-medical home care, hospitals, and other medical community partners. This position aligns closely with industry-standard roles including titles such as Hospice Sales Specialist, Hospice Care Liaison, Hospice Business Development Coordinator, or Account Executive, Hospice Services. Candidates with experience in these positions will find their skills and expertise transferable to this role as they engage in building relationships, driving hospice referrals and promoting Optimal Care's services. In this role you will be responsible for: Drive Sales by building relationships with healthcare providers and community partners to increase hospice referrals. Utilize your strong network within the healthcare community to generate leads and close sales. Daily interaction with patients, medical professionals, other referral sources, and the community to assure continuity of care and to coordinate appropriate communication and documentation. Providing education to senior living communities, health systems, and referral sources Growing service lines and receiving referrals from our healthcare community partners Distributing and ensuring all referral sources have proper forms and materials for company service lines Provide feedback, document activity to execute strategic plan to provide ongoing value-add to accounts Required Qualifications Hospice or Post Acute sales experience Will also consider discharge planners working in these spaces High School Diploma or GED equivalent Valid Driver's License Reliable transportation and valid automobile insurance coverage Proven interpersonal, coordination, and leadership skills with ability to communicate effectively Practical and theoretical knowledge of hospice and palliative care Desired Qualifications Associate degree or Bachelor's degree preferred Demonstrates active involvement in professional organizations and community activities Location Home Office: 3550 Briarfield Blvd, Suite 300, Maumee, OH 43537 Main Service Area: Maumee and surrounding Hours Office Hours: 8:00 am - 5:00 pm, Monday through Friday Pay Range$80,000-$110,000 USDBackground Screening Optimal Care conducts a background screening upon acceptance of a contingent job offer. Background screening is completed by a third-party administrator, the Michigan Long-Term Care Partnership, and is performed in compliance with the Fair Credit Report Act. Reasonable Accommodations We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Equal Opportunity Employer Optimal Care is an equal-opportunity employer.
$80k-110k yearly Auto-Apply 1d ago
Delivery Manager
Hub Group 4.8
Cleveland, OH
The Delivery Manager is responsible for quarterly client audits, internal process audits, metrics reporting etc. as well as training and coaching new and existing location staff. This position is responsible for providing value added service to our customers in addition to support local terminal operation through training and auditing to include but not limited to knowledge, technical support, and quality of service in a timely manner. Core Responsibilities & Duties: Attend daily pre-shift/safety meetings to outline SOPs, Quality, or Training Topics Monitor problem lane segments as outlined in the OSD report, hot accounts, and corrective action compliance Assist with the training / on boarding of new hires Assist with the re-training and quality performance evaluation of current employees Investigate customer damage concerns for root cause analysis Ensure all company SOP's are adhered to Adhere to all company forklift safety policies Report safety concerns or damages noted on the forklift to a manager/supervisor Address OSDM during loading/unloading with cargo handler/manager/supervisor Collaborate with local managers on corrective action plans Must be willing to work various shifts and days as necessary Other duties as assigned Requirements: High school diploma or GED equivalent Organizational and prioritization skills Self-motivated and maintains a high level of energy Strong verbal and personal communication skills Ability to communicate effectively verbally and in writing. Ability to perform quality audits on all aspects of the handling process, report areas that do not meet safety or quality standards, and pro-actively work with employees to enhance performance Ability to carry out assigned task to their completion and meet deadlines Ability to pass forklift and hazardous certifications yearly. Ability to lift and pull cargo which weights 70lbs or less Ability to work under pressure and problem solve Ability to read and understand industry documents (container load plans, bill of lading, bonded documents Skills: Ideal candidate will possess a “can do” attitude with a “will do” work ethic Must have the ability to work in a fast paced environment General computer skills - Microsoft Office, Outlook, AS400 Strong verbal and written communication skills BEWARE OF FRAUD! Hub Group has become aware of online recruiting related scams in which individuals who are not affiliated with or authorized by Hub Group are using Hub Group's name in fraudulent emails, job postings, or social media messages. In light of these scams, please bear the following in mind: Hub Group will never solicit money or credit card information in connection with a Hub Group job application. Hub Group does not communicate with candidates via online chatrooms such as Signal or Discord using email accounts such as Gmail or Hotmail. Hub Group job postings are posted on our career site: ********************************
$108k-158k yearly est. Auto-Apply 14d ago
Client Relations Manager
Cengage Group 4.8
Columbus, OH
**We believe in the power and joy of learning** At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose - driving innovation that helps millions of learners improve their lives and achieve their dreams through education. **Our culture values diversity, engagement, and discovery** Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is critical to the success of our company and our learners, as well as our individual well-being. We recognize the value of different perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see *********************************************************** **The Client Operations Manager will:** This role will work to manage and deliver talent pipeline services to new and existing corporate clients. The Client Operations Manager is responsible for guiding new corporate clients through post-contract onboarding processes and managing client succes and service delivery from end to end through the entire contract lifecycle. Success in this position will be defined by our ability to deliver exceptional talent pipeline and upskilling services to our corporate clients, help grow the client relationship, and demonstrate the performance vital for the sales team to expand our business. In addition, they will analyze and improve organizational processes, and work to improve quality, productivity and efficiency. The Client Operations Manager will be responsible for managing several corporate clients and the talent pipeline and upskilling service(s) delivered to include the following: + Responsible for all phases of the talent pipeline lifecycle - helping clients with processes throughout onboarding, assisting with the design and process development for each client, proactively contacting clients at strategic intervals through the contract lifecycle, assisting with technical support needs, providing regular reporting, and holding quarterly progress sessions for assigned clients. + Develop and implement operational policies and procedures related to candidate application, enrollment, and persistence through our train-to-hire programs in preparation for placement with our corporate clients. Be responsible for applicant outreach, communications, and success through the recruitment funnel. + Develop and implement operational policies and procedures related to enrollment, persistence and certification for upskilling trainees identified by our corporate clients. Be responsible for upskilling trainee support, communications, reporting, and success. + Analyze operational processes and performance data to find opportunities for improvement. + Lead and direct operations team to achieve business targets; including student/candidate tracking and client reporting data and metrics. + Vet and prepare trainees for referral to clients to be interviewed and hired for on-site training. + Work cross functionally with both internal departments and external clients to achieve goals. + Identify and implement strategies to improve quality of service, productivity and profitability for both recruited candidates and upskilling students enrolled by clients. + Liaise and cross-collaborate with internal team members to ensure forecasting is fulfilled appropriately. + Ensure all operations are carried on in an appropriate and cost-effective way; respond to clients and students in a timely manner. + Support in forecasting requirements, communicating with clients directly, and addressing operational needs; establish standard methodologies for an energetic team with scalable processes to drive client success and growth. + Be responsible for related procurement processes and coordinate material and resources allocation. + Identify and address problems and opportunities for the business. + Provide data and support to management as needed. **Skills You'll Need Here:** **Basic:** + BA/BS or equivalent work experience and a validated, successful track record in a detail oriented position. + Minimum of four years of successful operations, talent acquisition, client services or related detail-oriented and customer-focused work. + Values and appreciates diversity of thought; able to work with diverse audiences both internally and externally. + Highly flexible and adaptable to change. + High energy and good communication skills both written and verbal. + Ability to interact professionally with Vice Presidents and Director level staff within clients. + Have a customer focused mentality; both in work with candidates, trainees and clients. + Comfortable using technology in performing routine job tasks and for product demonstration purposes. + Outstanding organizational and time management skills. + Proficiency in PC and Microsoft Office applications. Great if experienced with Salesforce. + Ability to monitor and evaluate operational data. **Preferred:** + Professional business-to-business/customer success experience (3 years strongly desired) + Experience working with adult learners and non-traditional students. + Proficiency in being a great partner within and outside one's own department. + Understanding of client relations/partnership management and how to efficiently work with external partnerships. + Driven to succeed and yearning to make impact; customer success obsession mentality. Cengage Group is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of race, national origin, religion, sex, sexual orientation, genetic information, disability, age, veteran status, and any other classification protected by applicable federal, state, provincial or local laws. Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process, please contact us at accommodations.ta@cengage.com or at ****************. **About Cengage Group** Cengage Group, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education. **Compensation** At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here (******************************************************************************************** to learn more about our _Total Rewards Philosophy_ . The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range. $58,300.00 - $75,750.00 USD **Cengage Group** , a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education. **_Warning: Be aware, there has been an increase of targeted recruitment_** **_scams perpetrated by bad actors falsely providing job offers on behalf Cengage Group to candidates as a means of obtaining personal information. Note that Cengage will always interview candidates via live in-person meetings, phone calls and video calls before an offer would be extended. Also, be sure to check that communication is coming from an @cengage.com email address._**
$58.3k-75.8k yearly 60d+ ago
National ESOP Relationship Manager
Northwest Bank 4.8
Columbus, OH
The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock Ownership Plan, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Identify new lending opportunities through a network of referral sources and Centers of Influence with regular calling efforts. The ESOP Relationship Manager is also responsible for being the subject matter expert by representing the bank at industry events and conferences to enhance the Northwest Banks reputation as a leading ESOP lender. Essential Functions Actively prospect and successfully bring new ESOP relationships to Northwest Participate in community and professional networking events across the nation Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms Build the Northwest ESOP brand in the market through public speaking and publications Work closely with commercial and middle market bankers to identify ESOP opportunities within the client base Develop and expand existing ESOP banking relationships through active relationship reviews Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis As required, collect on delinquent accounts Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management Complete loan closings in partnership with Portfolio Management & the Loan Closers Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management Participate in continued sales, product and credit training Ensure compliance with Northwest's policies and procedures, and Federal/State regulations Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency Work as part of a team Work with on-site equipment or remote if out of bank footprint Travel as needed for client meetings, attend networking events, and foster relationships with referral sources Meet or exceed budgeted goals Education and Experience preferred Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing 6 - 8 years of account relationship management experience 6 - 8 years of experience consistently delivering strong sales performance Comprehensive knowledge and understanding of C & I cashflow lending, loan servicing, credit and non-credit products Strong negotiating skills in terms, loan structure, and pricing Knowledge and understanding of risk management Excellent verbal, written, and interpersonal communication skills Ability to multitask and effectively prioritize responsibilities #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$69k-100k yearly est. Auto-Apply 60d+ ago
Client Service Manager, Personal Lines
Arthur J Gallagher & Co 3.9
Upper Arlington, OH
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview AssuredPartners is a leading insurance brokerage that prides itself on delivering more than insurance expertise. Our teams provide the highest level of service, tailored solutions, and forward-thinking risk management strategies that truly set us apart. With a culture based on integrity, collaboration, and technical excellence, we are proud to offer our clients, and our employees, the very best in the insurance industry. As part of Gallagher, you will be joining a team that delivers more than policies; you will provide proactive risk management consulting, innovative solutions, and an unmatched level of client service. As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Manager to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base. Our Account Manager will partner with our sales team to facilitate day-to-day management of current clients' insurance programs, helping the world prepare for the unexpected. How you'll make an impact * Client Support * Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries. * Assist in the development of strong business relationships with appropriate insurance carrier personnel. Recognize and satisfy carrier goals and objectives to enhance business relationships. * Account Management * Maintain files with proper records according to company procedures. Follow company procedures in order to achieve positive audit results. * Ensure accuracy of account information for both new and renewal policies, endorsements, and audit for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner. * Review all premium audits according to Agency procedures recognizing that the Agency must process in a timely manner. * Review accounts receivable report for all assigned accounts to support client retention. * Insurance Expertise * Leverage technical knowledge to ensure carrier quotes are received in a timely fashion; Review quotes for gaps and assists with inquiries from the carrier. * Attend training and seek self-directed learning to continue education in industry and technical knowledge. * Other duties as assigned. About You Required: Bachelor's degree with 0+ years client service and/or claims management experience -OR- High School degree/GED with 3+ years client service and/or claims management experience. Property and Casualty License. Proficiency in Microsoft Office. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: * Medical/dental/vision plans, which start from day one! * Life and accident insurance * 401(K) and Roth options * Tax-advantaged accounts (HSA, FSA) * Educational expense reimbursement * Paid parental leave Other benefits include: * Digital mental health services (Talkspace) * Flexible work hours (availability varies by office and job function) * Training programs * Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing * Charitable matching gift program * And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
$68k-103k yearly est. 7d ago
Hospice Client Support Executive
Optimal Care-Evergreen 3.9
Maumee, OH
Job DescriptionOptimal Care is where your dedication meets a rewarding career. As a clinician owned and operated company, we create the opportunity and environment for each employee to realize their highest potential while maintaining a personalized focus on our Patients and Families every day. We are the Midwest's premier provider of Physician Services, Home Health, and Hospice Care. Our integrated care delivery model incorporates technology, innovation and best practices. We produce value based outcomes by managing chronic disease process, rehabilitation and end of life care. We live a simple Mission: Serve Together, Provide Value, and Deliver Exceptional Quality Care. What does this mean for you? At Optimal Care, you have our resolute commitment to being an exceptional place to work. Your expertise, passion and commitment to exceptional quality care will continue to thrive. With you we can build a remarkable place to work. Exceptional Benefits: Minimum of 3 Weeks Paid Time Off (PTO) Company Vehicle Program Flexible Work Schedule Mentorship Culture Medical, Dental, and Vision Insurance 401(k) with Employer Match Mileage Reimbursement Cutting Edge Technology What We Can Offer A competitive base salary with no cap on incentives - unlimited earning potential Orientation bonus program ensures high levels of compensation No wait to earn commissions/incentives - top performers make 6 digits in total compensation Career ladder growth opportunities - we're expanding! The ability to keep your current relationships and continue to build on them A stand-alone hospice with a care continuum (home health and physician services) In-house research and development team to help build the innovative/specialty programs that we offer our clients Data driven territories that set you up for success Strong training and orientation program - including an orientation manual Senior leadership team all have 25+ years post-acute management experience In-house recruiting team to ensure professional clinical team expertise Proactive hiring model to ensure growth capacity Key Responsibilities Client Support Executives obtain referrals for services as well as promote, educate, and market all company services. Serving as a liaison between Optimal Care and referral sources you will coordinate care for referred patients from home health, non-medical home care, hospitals, and other medical community partners. This position aligns closely with industry-standard roles including titles such as Hospice Sales Specialist, Hospice Care Liaison, Hospice Business Development Coordinator, or Account Executive, Hospice Services. Candidates with experience in these positions will find their skills and expertise transferable to this role as they engage in building relationships, driving hospice referrals and promoting Optimal Care's services. In this role you will be responsible for: Drive Sales by building relationships with healthcare providers and community partners to increase hospice referrals. Utilize your strong network within the healthcare community to generate leads and close sales. Daily interaction with patients, medical professionals, other referral sources, and the community to assure continuity of care and to coordinate appropriate communication and documentation. Providing education to senior living communities, health systems, and referral sources Growing service lines and receiving referrals from our healthcare community partners Distributing and ensuring all referral sources have proper forms and materials for company service lines Provide feedback, document activity to execute strategic plan to provide ongoing value-add to accounts Required Qualifications Hospice or Post Acute sales experience Will also consider discharge planners working in these spaces High School Diploma or GED equivalent Valid Driver's License Reliable transportation and valid automobile insurance coverage Proven interpersonal, coordination, and leadership skills with ability to communicate effectively Practical and theoretical knowledge of hospice and palliative care Desired Qualifications Associate degree or Bachelor's degree preferred Demonstrates active involvement in professional organizations and community activities Location Home Office: 3550 Briarfield Blvd, Suite 300, Maumee, OH 43537 Main Service Area: Maumee and surrounding Hours Office Hours: 8:00 am - 5:00 pm, Monday through Friday Pay Range$80,000-$110,000 USDBackground ScreeningOptimal Care conducts a background screening upon acceptance of a contingent job offer. Background screening is completed by a third-party administrator, the Michigan Long-Term Care Partnership, and is performed in compliance with the Fair Credit Report Act.Reasonable AccommodationsWe will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.Equal Opportunity EmployerOptimal Care is an equal-opportunity employer.
$80k-110k yearly 22d ago
Customer Success Manager, Agency
Brightedge 4.4
Cleveland, OH
Job DescriptionAs the industry pioneer behind Content Performance Marketing, BrightEdge has thoroughly redefined the concept of search engine optimization by developing an award-winning platform that precisely measures and optimizes marketing content across online channels. Our cloud-based platform is powered by extensive data analysis, allowing our customers to plan, optimize, and measure campaigns based on real-time content performance. BrightEdge has emerged as the leading international provider of cloud-based SEO Enterprise solutions due to its dynamic and results-oriented entrepreneurial culture. As a Customer Success Manager for the Agency business at BrightEdge, you will work closely with the SEO and Content teams of leading digital marketing agencies, to support their strategic application of BrightEdge technology. As an Agency Customer Success Manager, your mission is to work with clients to drive business goals and objectives in their organic search (SEO) initiatives. At BrightEdge, our team members share a passion for driving customer success, exhibit strong consultative and customer-facing skills, have an entrepreneurial spirit, and thrive on execution with speed and quality.What you'll do: You will create a plan to execute customer goals using the BrightEdge platform and work within your portfolio's BrightEdge accounts to achieve this value You will identify potential risks and understand the customer's level of adoption, and work collaboratively with other teams to create a solution to ensure customer happiness Prepare and execute quarterly customer success plans You will add value and platform expertise to grow customer usage of BrightEdge within each account. Introduce new features and best practices Develop new materials - presentations, roll-out plans, and proposals Track and report on critical metrics for customer success What you bring: Bachelor's Degree 3-4 years of experience working in a Digital Marketing Agency, Account Management, or Customer Success setting Experience working towards a renewals and upsell quota Excellent verbal and written communication, with an entrepreneurial mind Proven ability to work and thrive in a fast-paced, results-oriented, hands-on environment Experienced background in SaaS, digital marketing, and/or SEO required Benefits & Perks: Comprehensive medical, dental, and vision insurance Generous paid time off and company holidays A close-knit, collaborative office culture Fully stocked kitchen Quarterly regular team events The chance to make a real impact on the future of our workplace and our company This role offers a base salary plus a quarterly performance bonus on a 70/30 split. The listed range reflects the total on-target earnings (OTE) for this position. Actual compensation will depend on your skills, experience, location, and other job-related factors.About BrightEdge BrightEdge is widely recognized as a global leader in SEO and Digital marketing. The most innovative customers across more than 80 countries trust BrightEdge to modernize their Digital Marketing stack for today's digital world. We are helping thousands of organizations, including many of the world's largest companies, transform their businesses and drive more revenue. The continuous innovation of our product is supported by what we believe to be our most valuable assets: our people. Our employees are industry experts at the forefront of digital transformation. Come join us and help us share the future of SEO.
$71k-110k yearly est. 15d ago
Client Executive
Keller National, LLC 4.5
Solon, OH
Job Description Welcome to Keller National, LLC, where we believe in building lasting partnerships and providing exceptional service. We're not just an insurance agency; we're a dedicated team committed to understanding and serving the unique needs of our clients. Located in Solon, Ohio, we pride ourselves on our deep community ties and our proactive approach to protecting businesses. We're excited to expand our family and are looking for a passionate Client Executive to join our vibrant team. This isn't your average sales role; its an opportunity to become a trusted advisor, helping businesses thrive by securing the right insurance coverage. You'll be instrumental in growing our client base, fostering loyalty, and making a real difference in the success of the businesses we serve. If you're looking for a rewarding career where your dedication is valued and your impact is tangible, Keller National is the place for you. Benefits Flexible Schedule Work from Home Hands on Training Career Growth Opportunities Retirement Plan Responsibilities Identify and pursue new business opportunities within the personal and commercial insurance sector. Build and nurture strong, long-lasting relationships with prospective and existing clients. Conduct thorough needs analyses to understand client risks and insurance requirements. Develop and present tailored insurance solutions and proposals to clients. Collaborate with internal teams to ensure seamless policy delivery and client satisfaction. Stay current with industry developments and competitor activities to maintain a competitive edge. Requirements Proven experience in insurance sales or a similar client-facing role. Demonstrated success in developing and maintaining client relationships. Excellent communication, negotiation, and presentation skills. Strong understanding of personal and commercial insurance products and market trends. Ability to work independently and manage a sales pipeline effectively. Bachelor's degree in Business, Marketing, or a related field is preferred.
$110k-198k yearly est. 8d ago
Clinical Customer Success Manager
Gehc
Beachwood, OH
SummaryThis position is in GE Healthcare's MIM Software business which makes vendor-neutral imaging software to standardize your workflow and simplify increasingly complex clinical scenarios. Leading global healthcare organizations use MIM to give patients more precise, personalized care. **************************** MIM believes the initial sale of our software is just the first step in the journey with our customers. Maintaining a devoted customer base is a core part of our strategy. You will be charged with understanding the current needs of our sites and helping them overcome challenges in their clinical workflow to evolve their use of our products. We are looking for candidates with a strong track record of delivering exceptional results with a patient focus, developing deep & strategic account relationships, and executing strategic account plans. This role will work with our current Radiation Oncology customer base located in various regions, which will require regularly meeting with the customer during their normal working hours and potentially outside of US based business hours. We are looking for candidates located in the western United States to better align with the working hours of our customers. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.). **Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.**Job Description What You'll Do: Manage customer accounts both remotely and on-site Note: This will require a passport in order to travel to these regions You may also work with sites in the US depending on business need Collaborate to build and nurture customer relationships, foster a cohesive customer experience, and identify and solve problems before they happen Understand departmental processes, how MIM products are installed and used, and various customer roles within their department (ex: Dosimetrists, Physicists, etc.) Develop a clinical and anatomical knowledge base and MIM product expertise in Radiation Oncology Recognize and engage customer stakeholders at managed sites to drive the effective utilization of MIM Software products compelling customers to implement new processes and identify opportunities for cross-selling Work in a cross-functional capacity across the organization to communicate customer needs and ensure customer follow-up takes place in a timely manner Capture customer feedback and interactions in our CRM Report to direct management on current customer activities such as software upgrades, training, proactive customer interventions, and service contract renewal Provide software training, basic technical support, and new feature presentations to customers over the phone, online, and in person Collect on and perform renewals of our customer's service and maintenance contracts As a team member of an global company, you may be required to join meetings outside of normal working hours to collaborate with colleagues in one of our global offices What You'll Need: 3+ years of customer success management or similar experience preferably in a clinical setting A bachelor's degree is preferred Highly competent in a multitude of IT capabilities to support business needs including CRM Strong communication and interpersonal skills to build lasting connections Time management and organizational skills with the ability to multitask Proven ability to navigate hospital institutions Willingness to travel up to 30% We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $74,400.00-$111,600.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees. Relocation Assistance Provided: No Application Deadline: January 23, 2026
$74.4k-111.6k yearly Auto-Apply 6d ago
Client Manager
Event Risk Inc.
Delaware, OH
Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.
$85k yearly 6d ago
Clinical Customer Success Manager
GE Healthcare 4.8
Beachwood, OH
SummaryThis position is in GE Healthcare's MIM Software business which makes vendor-neutral imaging software to standardize your workflow and simplify increasingly complex clinical scenarios. Leading global healthcare organizations use MIM to give patients more precise, personalized care. **************************** MIM believes the initial sale of our software is just the first step in the journey with our customers. Maintaining a devoted customer base is a core part of our strategy. You will be charged with understanding the current needs of our sites and helping them overcome challenges in their clinical workflow to evolve their use of our products. We are looking for candidates with a strong track record of delivering exceptional results with a patient focus, developing deep & strategic account relationships, and executing strategic account plans. This role will work with our current Radiation Oncology customer base located in various regions, which will require regularly meeting with the customer during their normal working hours and potentially outside of US based business hours. We are looking for candidates located in the western United States to better align with the working hours of our customers. The job allows modification of procedures and practices covering work as long as the end results meet standards of acceptability (quality, volume, timeliness etc.). **Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.**Job Description What You'll Do: Manage customer accounts both remotely and on-site Note: This will require a passport in order to travel to these regions You may also work with sites in the US depending on business need Collaborate to build and nurture customer relationships, foster a cohesive customer experience, and identify and solve problems before they happen Understand departmental processes, how MIM products are installed and used, and various customer roles within their department (ex: Dosimetrists, Physicists, etc.) Develop a clinical and anatomical knowledge base and MIM product expertise in Radiation Oncology Recognize and engage customer stakeholders at managed sites to drive the effective utilization of MIM Software products compelling customers to implement new processes and identify opportunities for cross-selling Work in a cross-functional capacity across the organization to communicate customer needs and ensure customer follow-up takes place in a timely manner Capture customer feedback and interactions in our CRM Report to direct management on current customer activities such as software upgrades, training, proactive customer interventions, and service contract renewal Provide software training, basic technical support, and new feature presentations to customers over the phone, online, and in person Collect on and perform renewals of our customer's service and maintenance contracts As a team member of an global company, you may be required to join meetings outside of normal working hours to collaborate with colleagues in one of our global offices What You'll Need: 3+ years of customer success management or similar experience preferably in a clinical setting A bachelor's degree is preferred Highly competent in a multitude of IT capabilities to support business needs including CRM Strong communication and interpersonal skills to build lasting connections Time management and organizational skills with the ability to multitask Proven ability to navigate hospital institutions Willingness to travel up to 30% We will not sponsor individuals for employment visas, now or in the future, for this job opening. For U.S. based positions only, the pay range for this position is $74,400.00-$111,600.00 Annual. It is not typical for an individual to be hired at or near the top of the pay range and compensation decisions are dependent on the facts and circumstances of each case. The specific compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience and location. In addition, this position may also be eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). GE HealthCare offers a competitive benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, and tuition reimbursement.Additional Information GE HealthCare offers a great work environment, professional development, challenging careers, and competitive compensation. GE HealthCare is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE HealthCare will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). While GE HealthCare does not currently require U.S. employees to be vaccinated against COVID-19, some GE HealthCare customers have vaccination mandates that may apply to certain GE HealthCare employees. Relocation Assistance Provided: No Application Deadline: January 23, 2026
$74.4k-111.6k yearly Auto-Apply 6d ago
Relationship Manager - Financial Institutions, EX
Global Payment Holding Company
Cleveland, OH
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager. Job Duties As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Additional Responsibilities Responsible for prospecting new clients into the North America Merchant Services realm. Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce. Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles. Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology. Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager. Additional responsibilities may be assigned as needed. Desired Skills & Capabilities Excellent prospecting, communication, presentation, and networking skills Works well independently and as part of a team Incentive-driven sales “hunter” Professional demeanor and impeccable integrity High sense of urgency and innate sales talent Enjoys cold-calling and speaking with people face to face Experience with Pipeline lead management Minimum Qualifications 18 years of age or older This position requires regular driving to visit client sites, therefore a valid drivers license is necessary In accordance with state law, a background check will be conducted after a conditional offer of employment Completion of mandatory drug screening on or near 60th day of employment Live in area relative to job posting location Ability to be in the field, a minimum of 75% of the time 4+ years of sales experience Preferred Qualifications High school diploma/GED At least two years of relevant experience Competencies Awareness Driven Resilient Respectful Committedness Benefits Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Compensation Ready to grow your career and your paycheck? Here's the breakdown: Total earnings with Base Salary (OTE): $100,000 - $130,000+ Salary: $40,000 Residual Income: Keep earning from your hard work Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now! Diversity and EEO Statements Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-AT1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.
$100k-130k yearly Auto-Apply 60d+ ago
Asset Management - Alternatives Client Account Manager - Associate
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210702748 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $85,500.00-$150,000.00 Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. Job Responsibilities * Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses * Understand client relationship with JPM including global relationships and client's relationships with other asset managers and consultants * Proactively identify client experience improvements and efficiencies and driving the plan to implement changes * Participate in client meetings and events as appropriate (including due diligence meetings) * Plan and organize internal business meetings and manage follow-up/action items * Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting Required qualifications, capabilities, and skills * Undergraduate degree required * Previous experience at an asset management firm; background in client service and/or institutional client base * Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning. * Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs * Ability to work independently and manage multiple projects across business areas to achieve results * Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills * Strong critical thinking skills - i.e. ability to analyze, synthesize and interpret data, etc. Preferred qualifications, capabilities, and skills * Series 7 and Series 63
$58k-76k yearly est. Auto-Apply 5d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Pepper Pike, OH
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
$52k-90k yearly est. Auto-Apply 24d ago

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Updated January 20, 2026

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