Client Engagement Executive - Remote
Remote client service and consulting manager job
At INDI, we're passionate about empowering individuals and businesses worldwide. Our cutting-edge recruiters connect leading companies with top talent, fostering a dynamic environment where innovation thrives. Join us in shaping the future of work.
Overview of the role:
The Client Engagement Executive position focuses on generating new business opportunities through relationship development with leads and clients. This role combines proactive sales strategies with client relationship management to convert prospects into clients with expectations for travel and client interactions.
Key responsibilities:
- Responding quickly and efficiently to a high volume of inbound leads.
- Proactively seeking new sales opportunities through cold calling, emails, networking and social media.
- Effectively presenting our company to potential clients through remote and in-person meetings.
- Creating frequent reviews and reports with sales and financial data.
- Negotiating and closing deals with new and existing clients.
Requirements:
- B2B Sales Experience: Minimum of 5 years B2B Field sales experience targeting US clientele.
- Proven Performance: Demonstrated results of closing deals and developing long-term client relationships.
- Business Development: Experience hunting new clients, cold calling and closing deals.
- Marketing Knowledge: Thorough understanding of marketing and negotiating techniques.
- Location: Must be based in San Francisco or New York.
- Additional skills preferred:
- Industry Experience: Experience selling staff augmentation services (on-site or off-shore).
- Technical Knowledge: Understanding of SDLC terminology, processes and roles.
- Market Familiarity: Experience in software development outsourcing industry.
- Regional Expertise: Experience with LATAM software outsourcing.
- Leadership: Recent, relevant Sales Team management experience.
What to expect from us:
- Home Office Setup: Complete hardware provision for your workspace.
- Flexible Hours: Design your own work schedule for optimal work-life balance.
- Paid Leave: PTO, parental leave, and other special leaves.
- Competitive Compensation: Payment well above market average.
- Healthcare Benefits: Vision and Dental coverage.
- Insurance Coverage: Life Insurance and 401K Plan.
- Operational Support: Strong sales operations and travel & events coordination teams.
- Growth Opportunities: Develop at the speed of your learning curve.
- Dynamic Work Culture: Diverse and multicultural environment.
- Innovation-Driven Environment: Support and resources for professional growth.
If you are interested in being part of a team composed of the best professionals and working 100% goal-oriented in an innovative environment, do not hesitate to apply!
Program Management Office Manager
Client service and consulting manager job in Columbus, OH
Summary: As a PMO Manager, you can contribute your skills as we harness the power of technology to help our clients improve the health and well-being of the members they serve - a community's most vulnerable. Connect your passion with purpose, teaming with people who thrive on finding innovative solutions to some of healthcare's biggest challenges. The PMO Manager integrates project management and aspects of DevOps practices to ensure the successful delivery of software development projects. This client-facing, strategic role combines organizational, technical, and leadership skills to oversee project teams, and drive continuous improvement.
Roles & Responsibilities:
• Team Leadership & Collaboration
o Manages client relationship.
o Oversee project management team (10+ members), fostering collaboration, mentorship, and a culture of continuous improvement.
o Provide periodic performance feedback and mentorship to team members, ensuring alignment with organizational goals.
• Project & Process Management
o Coordinate status reporting for internal and external stakeholders, ensuring clarity and compliance with requirements.
o Proactively identify, mitigate, and manage project risks and issues, including response strategies and status tracking.
o Integrate and coordinate efforts with internal and external leadership, internal and external project managers, and system managers.
o Develop, maintain, and enforce processes related to system implementation.
o Enforce change management and governance policies for both the organization and clients.
o Collaborate with software development, QA, and IT teams to align priorities, requirements, and improve overall delivery performance.
Required Skills & Experience:
• Project Management: Minimum 3 years (preferably 6+) in similar roles; PMI certification; knowledge of PMBOK and best practices.
• 9+ years' experience in project management both waterfall and agile methodologies
• 7+ years' experience with healthcare delivery, health insurance management, managed care management or pharmacy benefit management.
• Demonstrates advanced knowledge of project management methodologies and tools, client relations, IT industry, accounting, risk management, change management, and effort tracking.
• Healthcare/IT Experience: Experience supporting healthcare claims, financial processing, or pharmacy benefits manager projects for state governments, hospitals, or insurance companies.
• Technical Proficiency: Skilled in using laptops, Microsoft products, and project scheduling tools (e.g., Microsoft Project).
• Leadership & Communication: Excellent verbal and written communication; ability to train, guide, and mentor personnel; effective with technical and non-technical stakeholders.
• Attention to Detail: Strong compliance orientation and ability to analyze data and processes.
• Advanced Planning: Project management skills to keep deliverables on track during review cycles.
• Bachelor's degree in a relevant field (e.g., Computer Science, Information Technology, Business Administration).
• Project Management Professional (PMP) certification required.
Skills: Project Management, Medicaid, PMBOK, PMP, PMO, MS Products
Education: Bachelors' Degree
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Akib
Email: ***************************
Internal Id: 25-52840
Client Interaction Executive
Remote client service and consulting manager job
Job DescriptionUnlock a New Career Path with Talent Find Professional
Talent Find Professional is searching for driven, motivated individuals who want more control over their time, income, and future. If you've ever felt stuck working on someone else's schedule, constantly asking permission for time off, or sacrificing family moments because a job demanded it-this may be the turning point you've been looking for.
Many people feel overworked and undervalued. We believe hardworking individuals deserve an opportunity to build something meaningful for themselves and their families. Our team provides step-by-step guidance, simple systems, and mentorship designed to help you build confidence, improve your earning potential, and eventually achieve long-term financial independence.
What You'll Be Doing
As an Independent Agent partnered with Talent Find Professional, you will use our proven, easy-to-follow system to:
Connect with individuals who have requested information
Schedule conversations and guide people through simple application processes
Present various protection options in a clear, straightforward way
Develop strong relationships with clients through consistent communication
Learn how to structure your time and create a balanced, self-managed schedule
We focus on helping agents grow through repetition, mentorship, and consistency-not complicated scripts or pushy tactics.
This is a fully remote position.
Compensation Structure
This is a 1099 independent contractor position. Compensation is commission-based and reflects your personal performance. Agents typically begin part-time and scale up as their consistency and results grow. There are three potential income streams within this model:
Active income earned from helping and protecting families
Backend passive income (residuals) generated from ongoing policy renewals
Agency overrides, available once you begin supporting and developing a team
Our structure rewards integrity, coachability, and consistent effort-not previous experience.
Several of our agents are making north of $250,000 after being with the company for 2 full years. This is absolutely dictated by work ethic and Skillset. This is in no way guaranteed and should be viewed as a growth opportunity.
Who Thrives Here
You do
not
need industry experience to succeed. Some of our most successful agents came from completely unrelated fields. What matters most is:
A strong work ethic and willingness to learn
Comfort speaking with people by phone or video
A desire to help others find clarity and protection
Goal-oriented thinking and the ability to manage your own time
Openness to mentorship, training, and proven systems
If you can stay consistent, follow a simple process, and show up with professionalism, you can grow here.
Why People Choose Talent Find Professional
This opportunity attracts individuals who want:
A flexible schedule they control
Leadership that supports growth
A clear blueprint to follow
A role where effort directly impacts income
A chance to build something long-term for their family
A community of like-minded, hardworking professionals
Important Details
This opportunity is designed for independent, self-motivated individuals. As a 1099 contractor, you are responsible for your own schedule, equipment, and taxes. There is no base salary or traditional employee benefits. Position is fully remote.
Client Solutions Manager
Remote client service and consulting manager job
YOUR PASSION, ACTIONS & FOCUS is our Strength
Become one of our Contributors
Join the KnipperHEALTH Team!
The Client Solutions Manager has the responsibility to understand customer needs and business challenges and to formulate solutions that integrate a combination of service offerings; This individual will work to increase penetration into existing customer accounts and identify potential opportunities for all Knipper Health Pharmacy Programs to provide additional solutions to client needs. Establish and maintain client relationships to ensure continuous growth. Responsible for delivery of creative client solutions; ensuring quality execution and the overall health of client relationships.
Remote opportunity supporting our Custom Pharmacy Solutions Business Unit.
Responsibilities
KEY RESPONSIBILITIES:
Directly responsible for establishing strong, long-term working relationships with client contact(s) to ensure high level of client satisfaction is managed on an on-going basis. Ensures effective and timely internal and external communication within the account.
Develop & design solutions for customer projects based on requirements & industry standards.
Supervise business books and ensure perpetual client service and revenue growth.
Establish a deep familiarity with each clients' strategic priorities, expectations, and challenges.
Develop and deliver presentations to existing customers to expand current business based on observations and customer objectives.
Partner cross-functionally to facilitate continuous improvement and/or to identify new services.
Establish regular touchpoints with clients to monitor client engagement.
Oversee client satisfaction process and take corrective action when weaknesses are identified.
Provide recommendations to continuously leverage technology for increased client value
As the escalation point of contact, document issues and work cross-functionally to achieve timely resolution of issues that impact client deliverables related to customer service and/or customer satisfaction.
Responsible for maintaining, updating, and understanding all client to company interactions.
Monitor performance of all assigned accounts and facilitate timely intervention when appropriate.
Safeguard against revenue leakage while seeking and maximizing growth opportunities
Monitor and provide updates on items impacting program financial health
Ensure standards of financial control are maintained. Responsible to assure timely and accurate estimates, SOWs, invoicing, and reconciliation reporting are provided to the client.
Keep abreast of the status of client's programs. Includes high-level variance tracking of schedule and budget and understanding of allocated resources.
Responsible for the development of QBR slides for assigned accounts.
Ensure cross-functional teams are kept up to date daily on all changes/updates that affect the client.
The above duties are meant to be representative of the position and not all-inclusive.
Qualifications
MINIMUM JOB REQUIREMENTS:
Education/Training: Bachelor's degree (BA/BS) or equivalent experience required.
Business Experience: 5 years + management experience with related industry experience. Proven history of sales/revenue generation. Pharmaceutical life cycle experience strongly preferred.
KNOWLEDGE, SKILLS & ABILITIES:
Strong passion for problem solving and customer service.
Strong management and organizational skills
Demonstrated track record in achieving results.
Behavior consistent with CHART values
Keen ability to develop solutions to satisfy both the customers and company's needs.
Strong strategic and analytical abilities
Approaches challenges with a “can do” attitude.
Is a champion for the customer
Gains satisfaction from fixing problems and delighting customers.
A creative thinker that considers problems and opportunities from multiple angles
Strong written and verbal communication skills
Strong attention to detail
Ability to travel to client locations (ground and air transportation). 30% regional travel to clients/prospective clients. Overnight, air travel approximately three times/month
Ability to travel to and attend work industry sponsored trade shows both regional & national.
Advanced computer skills; Word, Excel, Power-Point and Visio
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knipper Health is an equal opportunity employer
Auto-ApplyPA-RM-Q4-R001 Principal Client Relationship Executive
Remote client service and consulting manager job
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Principal Client Relationship Executive
Location: New York, NY | Hybrid or Remote
Get To Know The Team:
As a Principal Client Relationship Executive within US Global and Investor Distributions Solutions, you will build and maintain effective long-term relationships and a high level of satisfaction with key senior-level decision makers and influencers for an assigned group of customer accounts with our US mutual funds, Brokerage, and or retirement client population. In this role, you will identify, develop and create demand for the organization's products and services by raising their profile with customers. Ideally, you will expand and grow the relationships by increasing product and service offerings as well as conducting regular status and strategy meetings with the customer's senior management to understand their needs in order to link them to the organization's product/service strategies. You will do this by working with a highly confident team dedicated to providing exceptional support to our clients and prospects.
Why You Will Love It Here!
Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Accountable for strategic client relationship management, client account planning, managing client expectations, developing client solutions, and ensuring that the work performed meets or exceeds contract and service level obligations.
Negotiate contracts and schedules on behalf of SS&C and grow the revenue attained across their client portfolio.
Facilitate teams assembled to address a client's business need and ensure that the recommended solutions are successfully implemented.
Meet with executives and upper management at client organizations to understand the client's business strategies and share this information with key executives in our organization.
Collaborate with clients to identify areas to improve a client's business or introduce an SS&C solution that aligns with and improves the client's ability to achieve their strategic objectives.
Coordinate with Corporate FP&A team to provide analytical support and explanations for quarterly results, budgets, and forecasts.
Develop and deliver complex business presentations to senior leadership internally and externally.
Proactively participate in modeling and due diligence in support of business strategy, partnerships, and acquisitions.
Partner with the business in any pricing or product design changes and/or decisions.
Manage designated client strategic partner relationships with SS&C.
Partner with sales and marketing leadership to align on strategies, renewal forecasting, coverage plans, and account risk and opportunities.
What You Will Bring:
Proven track record in client relationship management, service delivery and/or sales of technology products and services.
Comprehensive and current knowledge of financial industry trends.
Superior knowledge of products, services, functions and principles in the Financial Services field, including but not limited to mutual funds, retirement, asset management, alternatives, brokerage, and customer service.
Superior negotiation and presentation skills in both internal and external settings at the senior executive level.
Masterful organizational, communication, and leadership skills, demonstrated by previous professional success.
Strong contract management and negotiation skills with a high close rate.
Ability to foster and develop partnerships across the enterprise.
Ability to network, partner, and influence leaders in various parts of the organization to move the business forward.
Ability to manage multiple high priority items at one time.
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ ************************
#LI-AD2
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Auto-ApplyEnterprise Client Executive
Remote client service and consulting manager job
Interested in working for a company that provides you a chance to grow professionally, give back to society, and make money doing it? If so, Level Access may be the right company for you.
Level Access helps companies design and enhance their IT systems - including websites, web applications, software, hardware, and services - so they are usable by people with disabilities. In the same way that buildings must conform to the Americans with Disabilities Act (ADA) modern web sites and applications must be accessible to people with disabilities or face legal liability. Level Access allows organizations to address these risks through software, training, and consulting solutions. This ensures that people with disabilities have equal access to, and use of, IT systems. With over 1000 public and private sector customers, Level Access is the leader in the growing field of accessible IT solutions. Level Access's flagship product offering, AMP (Accessibility Management Platform), is the industry's first on-demand solution that integrates the business and technical aspects of complying with regulations such as Section 508, ADA, and WCAG.
Role Overview:
We are seeking a seasoned Enterprise Client Executive to drive growth and success across our largest enterprise accounts and high-potential prospects. This role encompasses the full customer lifecycle, from prospecting to new logo win to renewal, with a focus on expanding relationships and revenue within large US corporations and their subsidiaries.
As an Enterprise Client Executive, you will own a Recurring Book of Business metric and an Incremental New Business metric, contributing to the acquisition, growth, and retention of our most strategic clients. You'll work in close partnership with cross-functional teams, including Solutions Engineers, Customer Success Managers, Professional Services Delivery Consultants, Sales Development Representatives and Field Marketing.
Key Responsibilities:
Territory Management: Manage a portfolio of strategic enterprise accounts and high-potential prospects. Develop account strategies to maximize growth and renewal opportunities.
Customer Lifecycle Management: Own the full lifecycle of the customer journey, including:
Prospecting and pipeline development
Opportunity management and qualification
Pitch and proposal development
Closing new business opportunities
Seamless handoff to onboarding and enablement teams
Managing the renewal process to ensure high retention rates
Collaboration: Partner with internal teams, such as Solutions Engineers, Customer Success, and Marketing, to deliver tailored solutions that drive customer outcomes.
Relationship Building: Cultivate strong relationships with key stakeholders across client organizations, including C-suite executives.
Market Expertise: Stay informed about industry trends, competitive landscape, and customer challenges to position our solutions effectively.
Performance: Consistently achieve or exceed sales targets for recurring revenue and incremental growth.
Opportunity Hygiene: Ensure CRM systems are up-to-date with accurate opportunity records, enabling effective forecasting and visibility into pipeline health.
Qualifications:
Experience: 5+ years of successful experience selling recurring software and professional services to enterprise clients.
Track Record: Demonstrated proficiency in achieving and exceeding quotas or annual sales plans. History of managing on-time renewals or driving improvements in net revenue retention. Proven success in developing and executing account strategies that result in measurable growth.
Strategic Sales: Expertise in managing large accounts, including cross-sell/upsell and renewal strategies.
Collaboration: Proven ability to work cross-functionally with diverse teams.
Communication: Excellent written and verbal communication skills, with the ability to present complex solutions effectively.
Self-motivation: Strong ability to work independently, prioritize effectively, and manage multiple initiatives in a fast-paced environment.
Tools: Proficiency in CRM systems and sales enablement tools (e.g., Salesforce, LinkedIn Sales Navigator).
Travel expectation: Availability to travel up to 50%. Likely 30% in practice, but plan to spend time with customers and partner in person over time.
Preferred Qualifications:
Experience working with multinational corporations or organizations with complex subsidiary structures.
Familiarity with marketing technology and/or digital experience software. Selling into the office of Chief Marketing Officer, Digital Experience Officer and/or Dev Ops teams.
Application Process
This is a full-time salaried position with a competitive benefits package, including bonus opportunities and unlimited vacation/FTO. Salary is commensurate with experience. Please submit your cover letter and resume for immediate consideration.
Level Access is committed to workforce diversity. Equal Opportunity Employer. Copyright 2025, Level Access. All rights reserve
Auto-ApplyClient Relationship Manager
Remote client service and consulting manager job
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Consistently demonstrate a superior level of proactive client focus and team work.
Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
Develop strong working relationships with daily client contacts.
Provide ownership for the resolution of issues escalated by clients and financial professionals.
Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
Review existing book of business to identify plan retention and create strategy for non-elite advisors.
Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
Lead and/or participate in projects that create additional value for existing relationships.
Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree in business or related fields, or equivalent work experience
Minimum of 7 years' experience in retirement services industry or related field is preferred
Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
Excellent analytical and problem solving skills
Ability to work with a high level of independence
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Demonstrated project management skills
Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyClient Development Executive (CDE) - Paragon / Remote U.S.
Remote client service and consulting manager job
Altera, a member of the N. Harris Computer Corporation family, delivers health IT solutions that support caregivers around the world. These include the Sunrise™, Paragon , Altera TouchWorks , Altera Opal, STAR™, HealthQuest™ and db Motion™ solutions. At the intersection of technology and the human experience, Altera Digital Health is driving a new era of healthcare, in which innovation and expertise can elevate care delivery and inspire healthier communities across the globe. A new age in healthcare technology has just begun.
***CLIENT DEVELOPMENT EXECUTIVE - PARAGON***
Paragon | Altera Digital Health (alterahealth.com)
New Business Sales Focus
Remote U.S. Role
ABOUT THE ROLE
We are seeking a driven and experienced Client Development Executive (CDE) to join our team. In this results-oriented sales role, you'll be responsible for prospecting to identify high-value opportunities, researching industry trends to stay ahead of the curve, and diligently qualifying prospects to determine the best approach (phone calls, meetings, etc.) for complex sales. You'll become a trusted advisor, managing multiple deals and guiding C-suite executives on optimizing hospital operations with our solutions. The CDE is responsible for the overall value and long-term success of the Altera client relationship, including strategic planning, tactical execution, and issue resolution. Success in these areas will drive client retention, market share, and profitability. This specific role will primarily cover the Western U.S., including the Pacific and Mountain regions, as well as Texas, and will have a minimum of 12 current accounts.
KEY RESPONSIBILITIES
Drive New Business Growth:
Prospect and research to identify and qualify net-new Paragon opportunities and identify upsell/cross-sell opportunities within existing accounts. This role is a 60% hunter/ 40% farmer position.
Develop and nurture relationships with key decision-makers, understanding their needs and pain points.
Create compelling sales presentations and proposals that showcase the value proposition of Altera Paragon.
Negotiate and close deals to achieve annual sales quotas.
Manage and Grow Your Pipeline:
Proactively manage your sales pipeline, ensuring consistent deal flow and progression.
Demonstrate the ability to handle complex sales cycles, navigating multi-stakeholder decision-making processes.
Serve as a Trusted Advisor:
Develop a deep understanding of your clients' hospital operations and challenges to provide strategic guidance to C-suite executives.
Position yourself as a trusted advisor, exceeding expectations and fostering long-term client relationships.
QUALIFICATIONS
Bachelor's degree in business or a related field, or equivalent years of experience
10+ years of experience in healthcare IT sales, with a proven track record of success in net-new sales
Strong knowledge of the healthcare IT industry, specifically hospitals or large physician practice groups
Experienced in net-new sales of complex healthcare IT solutions to C-level executives
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a team
Proficient in Salesforce.com
TRAVEL
70% overnight travel required
WORK LOCATION
Remote U.S.-based role. Candidates must live near a major airport.
COMPENSATION
Compensation for this role includes a base (range $90,000 - $110,000) plus an uncapped commission. At plan, total compensation is likely $150,000 - $200,000.
Our company complies with all local/state regulations in regard to displaying salary ranges. If required, the salary range(s) are displayed below and are specifically for those potential hires who will perform work in or reside in the location(s) listed, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data, ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. JD, technology), for example.
Salary Range
$90,000 - $110,000 USD
Altera is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at:
******************************
Auto-ApplyCommercial Lines - Client Executive
Remote client service and consulting manager job
Job DescriptionDescription:
WHO WE ARE
C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.
At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors.
WHO YOU NEED TO BE
You are the best of the best. Your producers and clients love you and you know how to keep them delighted!
You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years' experience in a Client Manager or Client Advisor role.
Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say.
You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery.
You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills.
Technology is your friend- you usually know all the shortcuts, and what you don't know, you learn quickly.
You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend.
If you have a bachelor's degree and/or Insurance Designation that's a plus in your favor!
THE JOB
A Client Executive contributes to C3's success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks:
Model the C3 culture to service teams through demonstration of company values, mission, and vision.
Provide guidance to team on coverage, process adherence, and quality standards.
Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA's and KPI's monthly, quarterly, and annually.
Monitor service level adherence based on client segment to include the following activities:
Meet regularly with Producers to update, advise, and inform.
Coordinate all activities on accounts.
Complete and/or review new and renewal proposals.
Participate and/or lead in all meetings with clients.
Prepare and present pre-renewal strategy documents.
Provide support and develop strong client relationships.
Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
Participate in new business development and presentations.
Manage all facets of the renewal process:
Initiate client contact and orchestrate renewal strategy meetings.
Coordinate early renewal negotiations with incumbent carriers.
Oversee the process of preparing and updating specifications.
Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
Coordinate coverage placement through marketing efforts and provide direction to the service team
Review all quotes and manage coverage comparisons and rate negotiations
Prepare and deliver proposals.
Prepare all binding instructions to carriers.
Manage Expiration Lists
Establish and consistently maintain effective and positive working relationships with all associates and clients.
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
Stay up to date on industry trends and changes including state and governmental regulations.
Participate in continuing education and industry events.
Support carrier relationships and build contacts through industry partnerships and associations.
Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3's Quality Management Program.
May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process.
Perform other responsibilities and duties as needed.
THE FINE PRINT
Work Environment & Physical Demands
You must be able to use a keyboard and other office equipment.
Willing to attend industry events and travel to client's sites required, with occasional overnight stays on out-of-state site visits.
C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
Competitive salary
100% employer-paid benefits
401K match
Opportunities for growth
Flexible working schedules
Unlimited PTO to support work/life balance (with a two-week minimum)
Fun atmosphere
No micromanagement
Opportunity to work from home/remote
The applicable base salary range for this role is $145,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Requirements:
Client Success Executive
Remote client service and consulting manager job
Based in San Francisco, Arine is a rapidly growing healthcare technology and clinical services company with a mission to ensure individuals receive the safest and most effective treatments for their unique and evolving healthcare needs.
Frequently, medications cause more harm than good. Incorrect drugs and doses costs the US healthcare system over $528 billion in waste, avoidable harm, and hospitalizations each year. Arine is redefining what excellent healthcare looks like by solving these issues through our software platform (SaaS). We combine cutting edge data science, machine learning, AI, and deep clinical expertise to introduce a patient-centric view to medication management, and develop and deliver personalized care plans on a massive scale for patients and their care teams.
Arine is committed to improving the lives and health of complex patients that have an outsized impact on healthcare costs and have traditionally been difficult to identify and address. These patients face numerous challenges including complicated prescribing issues across multiple medications and providers, medication challenges with many chronic diseases, and patient issues with access to care. Backed by leading healthcare investors and collaborating with top healthcare organizations and providers, we deliver recommendations and facilitate clinical interventions that lead to significant, measurable health improvements for patients and cost savings for customers.
Why is Arine a Great Place to Work?:
Outstanding Team and Culture - Our shared mission unites and motivates us to do our best work. We have a relentless passion and commitment to the innovation required to be the market leader in medication intelligence.
Making a Proven Difference in Healthcare - We are saving patient lives, and enabling individuals to experience improved health outcomes, including significant reductions in hospitalizations and cost of care.
Market Opportunity - Arine is backed by leading healthcare investors and was founded to tackle one of the largest healthcare problems today. Non-optimized medications therapies which cost the US 275,000 lives and $528 billion annually.
Dramatic Growth - Arine is managing more than 18 million lives across prominent health plans after only 4 years in the market, and was ranked 236 on the 2024 Inc. 5000 list and was named the 5th fastest-growing company in the AI category.
The Role:
This position offers the opportunity to work with a collaborative team that is at the heart of where Arine has impact - with our clients and their members. You will have the opportunity to engage cross-functionally with both our clients and internal teams, as well as grow with our client success team as it evolves to enable the next phase of Arine's rapid growth. Arine is saving patient lives, and enabling individuals to experience improved health outcomes, including significant reductions in hospitalizations and cost of care.
Are You a Good Fit?
Arine is seeking a mid-level Client Success Director to build and grow relationships with our clients. This role is responsible for establishing meaningful relationships with Arine clients, ecosystem partners, and other key stakeholders. You will be accountable for all aspects of client management including deployment and ongoing client support in service of client goal attainment - improving outcomes and reducing cost. You are a good fit if you excel in strategic thinking, active project management, clear internal and external communication, and the ability to drive results for our clients. As a client-facing leader, you will be responsible for developing and executing the strategy required for Arine to deliver on our client's goals and objectives.
Arine's “People First” guiding principle of doing the right thing is infused in everything we do and forms the basis for how we engage our clients and transform them into partners. Our team's goal is 100% referenceable clients - period. How we do it:
Be the easy button - remove barriers, don't create them
Innovate - transforming today's lessons and challenges into tomorrow's solutions
Improve lives - our impact will leave people better off
Collaborate - find innovative ways to share knowledge and success
Exceed expectations - over-delivering is our standard
What You'll be Doing:
Serve as the primary point of contact for clients, overseeing all business aspects of the client life cycle from implementation through maintenance
Create and oversee client-specific and organizational KPIs and operational metrics to ensure the quality of deliverables meets or exceeds client expectations and understand internal engagement and activity metrics underpinning that performance
Build deep knowledge of each client's needs and goals, match those needs using Arine's platform and identify areas where additional capabilities could be deployed
Represent the voice of the client and collaborate with the Product, Engineering and Delivery teams to monitor opportunities for new products and features as Arine grows its customer base
Generate and document use cases, case studies, white papers, and other client success examples to build Arine brand awareness in conjunction with the marketing team
Coordinate with cross-functional Arine teams and contribute to dynamic mission and vision creation, identification and attainment of strategic goals, and act as a change agent in successfully supporting Arine's vision to be a world leader in medication optimization
Who You Are and What You Bring:
5+ years of experience in account management, client success, consulting, or other client-facing leadership role with a track record of execution, innovation, and passion for growth in the healthcare industry; health plan experience highly desirable
Excellent written and verbal communication skills; ability to articulate client needs and to translate complex concepts into digestible and understandable messaging required
Ability to lead a team to successfully drive a project to completion from strategy development through planning, execution and closure. Strong knowledge of and ability to set the strategic path and execute integrated project management processes
Undergraduate degree required; Masters or commensurate experience preferred; strong preference for Healthcare or Pharmacy education / training in addition to strong business acumen: pharmacist, nurse, or other experience preferred
Strong knowledge of medication therapy management, CMS quality measures, comprehensive medication management and optimization strategies highly desirable
Computer Skills: To perform this job successfully, an individual should have expertise in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint. Familiarity with project management software such as JIRA, and CRM platforms (HubSpot) highly desired
Bonus points for Doctor of Pharmacy (PharmD) degree
Travel and Other Information:
Travel up to 30%
Remote Work Requirements:
An established private work area that ensures information privacy
A stable high-speed internet connection for remote work
This role is remote, but you will be required to come to on-site meetings multiple times per year. This may be in the interview process, onboarding, and team meetings
Perks:
Joining Arine offers you a dynamic role and the opportunity to contribute to the company's growth and shape its future. You'll have unparalleled learning and growth prospects, collaborating closely with experienced Clinicians, Engineers, Software Architects, and Digital Health Entrepreneurs.
The posted range represents the expected base salary range for this position and does not include any other potential components of the compensation package, benefits, and perks. Ultimately, the final pay decision will consider factors such as your experience, job level, location, and other relevant job-related criteria. The base salary range for this position is: $160,000-190,000/year.
Job Requirements:
Ability to pass a background check
Must live in and be eligible to work in the United States
Information Security Roles and Responsibilities:
All staff at Arine are expected to be part of its Information Security Management Program and undergo periodic training on Information Security Awareness and HIPAA guidelines. Each user is responsible to maintain a secure working environment and follow all policies and procedures. Upon hire, each person is assigned and must complete trainings before access is granted for their specific role within Arine.
Arine is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees are treated with fairness and respect. We do not discriminate on the basis of race, ethnicity, color, religion, gender, sexual orientation, age, disability, or any other legally protected status. Our hiring decisions and employment practices are based solely on qualifications, merit, and business needs. We encourage individuals from all backgrounds to apply and join us in our mission.
Check our website at
********************
. This is a unique opportunity to join a growing start-up revolutionizing the healthcare industry!
Job Offers: Arine uses the arine.io domain and email addresses for all official communications. If you received communication from any other domain, please consider it spam.
Note to Recruitment Agencies: We appreciate your interest in finding talent for Arine, but please be advised that we do not accept unsolicited resumes from recruitment agencies. All resumes submitted to Arine without a prior written agreement in place will be considered property of Arine, and no fee will be paid in the event of a hire. Thank you for your understanding.
Auto-ApplyClient Executive - Specialized Partner Market (Remote)
Remote client service and consulting manager job
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to accomplish their financial goals and help them save time and money.
We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more industry segments.
We invest in people and new advanced technologies to unlock the power of data. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 22,500 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com.
What we're looking for:
+ Communication is the key to our success. You grasp concepts quickly and know how to make the complex easy to understand. You can effortlessly share your knowledge of the industry and how data, software, and analytics can transform your customer's business
+ You collaborate naturally with members across different teams balancing priorities. You excel at bringing the right people to the table, handling issues and identifying opportunities
+ You understand your customer by seeing your world through their perspective, speaking their language, and promoting the voice of your customer to improve Experian's solutions
+ You have experience of sales functions such as developing forecasts, advancing a pipeline, and ensuring delivery of solutions
+ You achieve results and identify new ways to grow our business and expand current partnerships
+ You challenge yourself with different opportunities to develop your skills
+ You prioritize accountability and build trust with your teammates and customers
What you'll do:
You will have responsibility for managing current clients and new business development/sales in the Direct and Indirect space across multiple all markets. Your role will involve: prospecting, and developing relationships with new clients, offering recommendations through formal sales presentations and written proposals, and negotiating annual and individual pricing contracts and agreements. This is a remote position covering a territory within the United States. You will report to the Vice President Specialized Partner Markets.
+ Successful sales experience ancd experience with overachievement selling complex solutions and non-tangible value in competitive environment at the executive level.
+ Business to business sales experience selling solutions in a direct and indirect model.
+ Background in Credit and Fraud.
+ Industry experience in any of the following areas desired: Indirect, Financial Services, Employment and Partnerships.
+ Background in risk management and familiarity of the credit services industry
+ Understanding of corporate financial priorities and the initiatives designed to deliver revenue and profit expectations.
+ Bachelor's degree required
+ Travel required
At Experian, our people and culture set us apart. We're deeply committed to creating an environment where everyone feels they belong and can excel. From inclusion and authenticity to work/life balance, development, wellness, collaboration, and recognition, we focus on what truly matters. Our people-first approach has earned us global recognition: World's Best Workplaces 2024 (Fortune Top 25), Great Place To Work 2025 in 26 countries, and Glassdoor Best Places to Work 2024, among others.
Want to see what life at Experian is really like? Explore Experian Life on social or visit our Careers Site.
Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. This position is also eligible for a variable pay opportunity and a comprehensive benefits package.
Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.
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Associate Client Executive
Remote client service and consulting manager job
Veriforce is the fastest-growing SaaS-technology and services company in the global supply chain risk management market. We help industry-leading companies create and maintain operating cultures and work environments that optimize safety, promote sustainability, and foster collaboration across a broad spectrum of internal and external stakeholders. What separates Veriforce from the rest is our people. We hire highly-intelligent, growth-minded individuals that team well and continuously look for new, better ways of solving business challenges.
Are you a driven, client-focused sales professional looking to grow your career in a high-impact industry? Veriforce is seeking a motivated and results-oriented Sales Executive to join our expanding sales team. This role is a unique opportunity to contribute to our revenue growth by identifying and cultivating new business opportunities, initiating meetings with prospective clients, and building strong, lasting relationships with the downstream, chemical, and petrochemical industries.
As an Associate Client Executive, you'll work directly with senior Account Executives and cross-functional teams to help clients meet their safety and compliance goals. This is a client-facing, consultative sales role ideal for someone with 1-2 years of B2B sales experience who's eager to grow in outside sales and thrives in a fast-paced, dynamic environment. Priority will be given to candidates with experience selling in the utilities industry.
What You'll Do
Generate new business opportunities through outbound outreach, social media, industry events, and personal networks
Collaborate with senior Account Executives to develop tailored solutions for each client
Attend trade shows and industry events to build relationships and stay informed on market trends
Maintain expert-level knowledge of Veriforce's safety and compliance solutions
Accurately manage sales pipelines, forecasts, and activities in Salesforce CRM
Consistently meet or exceed assigned sales targets and KPIs
Deliver exceptional customer experience from first contact through deal close
Learn client business models and identify opportunities to deliver value
Travel regionally for client meetings, site visits, and events
What We're Looking For
Bachelor's degree in Business, Sales, Marketing, Communications, or a related field (preferred)
1-2 years of B2B sales experience, ideally in energy, utilities, telecom, or industrial sectors
Proven ability to achieve or surpass sales goals
Excellent communication and relationship-building skills, with confidence engaging executive stakeholders
Strong skills in prospecting, consultative selling, and deal-closing
Proficiency with Salesforce or similar CRM platforms
Highly motivated, organized, and proactive self-starter
Here are just a few of the great reasons you should join our team!
We are mission-focused and mission-driven to help bring worker home safe every Our training products and compliance platform help keep workers safe.
Work with a global team! We have colleagues and customers across North America and overseas.
Veriforce is a great place to work! Our leaders and teams cite culture as one of the top reasons this is a great place to
Veriforce provides
100% paid employee medical and dental insurance
Monthly contributions to Health Savings Accounts
A 401(k) match that is immediately fully vested
Outstanding time off benefits
Paid time off for volunteer activities
Remote work
All job offers will be contingent on successful completion of a drug screen and background check.
Auto-ApplyExecutive, Strategic Clients
Remote client service and consulting manager job
SummaryAs the Account Executive, Strategic Clients, you will own and drive the sales strategy for the GE HealthCare portfolio, which includes key strategic accounts. GE HealthCare is a leading global medical technology and digital solutions innovator. Our purpose is to create a world where healthcare has no limits. Unlock your ambition, turn ideas into world-changing realities, and join an organization where every voice makes a difference, and every difference builds a healthier world.Job Description
Responsibilities:
Cultivate and maintain strong relationships with healthcare stakeholders within hospitals and other assigned accounts to identify qualified leads, grow market share and increase revenue, and reduce customer attrition.
Deliver on quarterly & annual orders and revenue sales targets; maximize profit margin on equipment and service contract sales.
Leverage knowledge of customers' strategic goals, market position, and budget to develop offerings that deliver greater value to the customer, driving funnel growth for the region.
Demonstrate expertise in customers' installed base and develop technology & capital plans that map with their annual budget process.
Lead the account community team and orchestrate deals and long-term plans that align with a mutually beneficial strategy that contributes to increased market share, revenue, and profitability.
Reduce cycle time by leveraging Salesforce.com (CRM tool) to track customer and account activity, to map visibility and drive market share, and to prioritize sales funnel.
Qualifications:
Bachelor's degree and a minimum of 5+ years of experience in any combination of medical sales, healthcare marketing, clinical/technical expertise, clinical technology leadership in or hospital administration in imaging OR 8+ years of experience in any combination of medical sales
Demonstrated experience presenting complex information both verbally and written to decision makers at the C-Suite Level
Must live in the territory and be willing to travel within the territory (Cincinnati, OH)
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#LI-Hybrid
We will not sponsor individuals for employment visas, now or in the future, for this job opening.
This role is restricted to U.S. persons (i.e., U.S. citizens, permanent residents, and other protected individuals under the Immigration and Naturalization Act, 8 U.S.C. 1324b(a)(3)) due to access to export-controlled technology. GE HealthCare will require proof of status prior to employment.
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
Auto-ApplyClient Executive Director
Remote client service and consulting manager job
Title: Client Executive Director Reports To: Group BU (GBU) CEO
Argano is the world's first and largest Global Specialist Consultancy (GSC), exclusively focused on enabling high performance across business operations. We deliver digital transformation through enterprise technology, business process expertise, and integrated solutions, helping clients accelerate growth and build long-term resilience.
Through an ambitious acquisition strategy, Argano continues to expand its portfolio of services, adding new and complementary capabilities that enhance our ability to serve clients. We integrate these new strengths into our established consulting practices, offering a continually evolving set of solutions that drive measurable client outcomes.
Role Overview
We are seeking experienced Client Executives to help bring Argano's expanding portfolio of capabilities to market. This role is pivotal in connecting newly integrated services with both new and existing clients, ensuring Argano's full breadth of solutions is positioned effectively to meet evolving business needs.
As a Client Executive Director, you will be both externally focused-building and expanding client relationships, creating demand, and closing new opportunities-and internally focused-collaborating with Argano's business units to identify cross-sell opportunities and integrate newly added capabilities into client engagements. This is a high-impact role for accomplished sellers who thrive in complex consulting environments and can communicate the value of diverse, multi-line capabilities with clarity and confidence.
Key Responsibilities
Build, develop, and manage executive-level client relationships, positioning the full breadth of Argano's solutions.
Shape and lead external go-to-market positioning for Argano's evolving capabilities, complementing existing sales teams by creating demand for integrated solutions and advancing new client opportunities.
Identify cross-sell opportunities within Argano's client base to introduce and expand newly integrated services.
Collaborate with BU presidents, practice leaders, and marketing teams to design and deliver client-focused solutions.
Maintain deep knowledge of Argano's expanding portfolio and communicate it effectively to clients and internal stakeholders.
Lead the sales process from opportunity identification to negotiation and close.
Represent Argano at industry events, client forums, and executive discussions.
Qualifications
10+ years of client executive, consultative sales, or business development experience in a multi-capability consulting or professional services firm.
Demonstrated ability to build and manage senior client relationships and deliver revenue growth.
Proven success in shaping and communicating broad solution offerings across complex enterprises.
Strong understanding of enterprise technology, digital transformation, or related consulting domains.
Experience in mid to large companies with diverse service lines and integrated solution sets.
Collaborative, growth-oriented, and skilled at navigating complex organizations.
Why Join Argano
Impact: Play a central role in bringing Argano's newest capabilities to clients, driving our next wave of growth.
Innovation: Help shape how emerging solutions are positioned and sold in a dynamic market.
Collaboration: Work directly with BU presidents, senior leadership, and client teams across the globe.
Growth: Build your career in a high-growth environment with opportunities to influence both strategy and execution.
Auto-ApplyClient Executive, Employee Benefits
Remote client service and consulting manager job
To be considered for this role, you must reside in the Seattle, WA metropolitan area.
Come join our team!
There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen.
Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
LOCATION: This position will initially be remote then will transition to hybrid working in our Seattle office.
This position serves as the primary service contact for the client and acts as the liaison with the carriers and vendors. Primarily responsible for open enrollment coordination. Works closely with account team to ensure client expectations are met.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Complete and present strategic business plans to clients.
Ensure that all service commitments are met.
Oversee the production, delivery and accuracy of contracts, benefit summaries
Communicate to employees and/or administrators about their plan benefits
Evaluate bid results and determine recommendations for clients
Review renewal actions and discuss/negotiate with carriers
Resolve client billing, claims and eligibility issues.
Coordinate client open enrollment.
Responsible for new case installation.
Coordinate training sessions for clients with carriers and vendors.
Work with the underwriting team on all marketing analysis and client presentations.
Document all client activity in corporate database.
Other duties as assigned.
COMPETENCIES:
QUALITY OF WORK - Work is accurate, thorough and neat. Is attentive to details and demonstrates effective organizational skills.
PRODUCTIVITY - Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities.
RELIABILITY - Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments.
CONTINUOUS IMPROVEMENT - Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology.
INITIATIVE - Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.
INTERPERSONAL RELATIONSHIPS - Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional and positive in all interactions.
COMMUNICATION SKILLS - Communicates clearly and accurately using written, verbal and electronic methods.
ADAPTABILITY/FLEXIBILITY - Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome.
BALANCE - Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress.
ATTITUDE - Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
REQUIRED:
WA Life and Health License.
3+ years' experience in employee benefits industry.
Proficient in Microsoft Office programs.
This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
PREFERRED:
Four-year college degree.
COMPENSATION:
The national average salary for this role is $125,000.00 - $135,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY EPIC:
EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Quarterly employee recognition program for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women's Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We're in the top 10 of property/casualty agencies according to “Insurance Journal”
To learn more about EPIC, visit our Careers Page: ************************************************
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
California Applicants - View your privacy rights at: *******************************************************************************************
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Auto-ApplyClient Executive
Remote client service and consulting manager job
The Client Executive is the strategic owner of our Corporate Account client relationships. This role is responsible for driving growth, retention, and cross selling across multiple service lines, acting as the single point of accountability for the client experience. It requires a commercially savvy, relationship-driven leader who thrives in a fast-paced, mission-driven environment. This role is supporting the Food Production Channel.
8+ years of experience in strategic account management, client success, or enterprise sales
Bachelor's degree required, MBA or equivalent preferred
Experience in the Food Production TIC industry
High-Level contacts in the Food Production industry preferred
Proven track record managing large, complex accounts across multiple business units
Strong executive presence and communication skills
Experience with Salesforce highly preferred.
Experience in related industries is a plus.
Salary Range: $110,000 - $150,000
The total pay range takes into account a wide range of factors that are considered in making compensation decisions including, but not limited to, skills; experience and training; licensure and certifications; and other business and organizational needs. The disclosed pay range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At NSF, it is not typical for an individual to be hired at or near the top of the pay range for their role and compensation decisions are dependent on the facts and circumstances of each case.
Drive Account Growth and Retention - Expand revenue and service penetration across divisions by identifying upsell, cross-sell, and renewal opportunities-while ensuring long-term client satisfaction and loyalty
Serve as the Single Point of Accountability - Own the end-to-end relationship for top-tier accounts, ensuring consistent delivery, responsiveness, and alignment across all services and geographies
Develop and Execute Strategic Account Plans - Build actionable, insight-driven account plans that align client priorities with our capabilities, including growth targets, innovation pilots, and risk mitigation
Engage Senior Client and Internal Stakeholders - Build trusted relationships with client executives and internal leaders to influence strategic direction and elevate our value proposition
Coordinate Cross-Functional Delivery - Lead internal teams (labs, operations, sales, IT, etc.) to deliver seamless, high-quality service and execution across all touchpoints
Run Strategic Business Reviews - Facilitate regular performance and planning reviews with clients to assess satisfaction, surface new needs, and align on future direction
Champion Commercial Excellence - Apply pricing discipline, forecasting rigor, and pipeline management best practices to ensure profitable and predictable growth
Lead Innovation and Experimentation - Identify and launch pilot programs, digital tools, or new service models that can scale across the account or sector
Monitor and Report on Performance - Track KPIs, revenue, NPS and client feedback; report insights to leadership and adjust strategies as needed
Mentor and Influence Account Teams - Support capability-building across regional and divisional teams, fostering collaboration and a shared standard of excellence
Lead innovative initiatives - Introduce new service models, digital tools, and client engagement strategies that enhance value delivery
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Auto-ApplyClient Relationship Manager
Remote client service and consulting manager job
Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.
As a leader in the home services software-as-a-service (“SaaS”) space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.
In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.
Job Title: Client Relationship Manager
Location: United States
Workplace Type: Remote
Job Summary
The future is bright for the Porch Group, and we'd love for you to be a part of it as our Client Relationship Manager.
We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships.
You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements.
The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset.
What You Will Do As A Client Relationship Manager
Works closely with Client Development team to support accounts.
Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate
Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services.
Understands and can effectively articulate the PGM portfolio of products and services to clients.
Demonstrates an understanding of clients' business as well as their goals and requirements.
Communicates regularly with clients to continuously monitor the health of the relationship.
Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations.
Marketing program production oversight, including tasks such as building audiences, managing self-service platforms, developing timelines and communicating program requirements to clients.
Managing audience creation and user experiences across digital marketplaces.
Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables.
Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience.
Handles automated or transactional usage reporting and forecasting in MS Dynamics.
Documents the operations, timeline, and delivery of projects and opportunities.
Embraces company's culture and drives to achieve month, quarterly, and annual budget goals
What You Will Bring As A Client Relationship Manager
· Aptitude and experience in current and trending direct and digital marketing channels
· Experience with digital marketplace management functions
· Outstanding knowledge of MS Office programs and MS Dynamics CRM software
· Excellent communication/presentation skills (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization).
· Excellent verbal and written communication, both in person and virtual presentation skills.
· Excellent organization and time-management skills.
· Strong work ethic and high personal standard of quality.
· Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment.
· Brings professionalism, positive energy, and enthusiasm to the team. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio.
· Goal oriented, flexible thinker. Embraces change as an opportunity for improvement; not satisfied with status quo.
· Project management experience, with the conceptual ability to visualize project life cycle.
· Proactively proposes solutions that drive projects forward and independently identifies opportunities for improvement.
· Excel at navigation and leveraging multiple technical platforms to execute tasks.
The application window for this position is anticipated to close in 2 weeks (10 business days) from October 2nd, 2025. Please know this may change based on business and interviewing needs.
At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia.
What You Will Get As A Porch Group Team Member
Pay Range*: $52,500 - $70,000 Annually
*Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets,
job-related knowledge, alignment with market and our Porch employees, as well as your geographic location.
Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing.
Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose.
Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis.
We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options.
We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans.
Both traditional and Roth 401(k) plans are available with a discretionary employer match.
Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation.
Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes.
LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more.
Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs.
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What's next?
Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!
Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work.
Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.
Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.
Auto-ApplyClient Executive
Remote client service and consulting manager job
Shape the Industry and Your Career
At Cytora, now an Applied Systems company, we're transforming how insurers and brokers connect, operate, and grow. Our AI-powered platform is driving smarter decisions, greater efficiency, and seamless collaboration across the global insurance ecosystem. As we accelerate digital transformation, we're looking for curious, collaborative minds ready to help shape what's next. If you're energized by innovation and inspired by impact, your future starts here.
Position Overview
We're looking for a Client Executive to join our Cytora account management team in North America. You'll work alongside teammates who value diverse perspectives, embrace bold thinking, and rally around shared goals. This role offers the chance to solve meaningful challenges, contribute to cutting-edge AI solutions, and grow in a culture that celebrates both individual and team success.
What You'll Do
Manage a book of strategic carrier/broker accounts and be the primary post-sale point of contact.
Understand each customer's underwriting and claims workflows and identify where Cytora fits; drive adoption by showing how Cytora becomes part of that day-to-day process.
Track adoption and total contract utilization against targets; flag gaps and execute on actions to drive utilization.
Broaden the support network within each client by identifying and developing new relationships from senior stakeholders to project teams across underwriting, operations and IT.
Run QBRs / executive business reviews to ensure strategic alignment with each client, prove value delivered and align on mid-term partnership expansion plans. Identify competitive/attrition risks early and drive recovery plans; document discovery that informs renewal and expansion strategy.
Create references and stories (case studies, joint talks) as wins land; partner with Marketing to amplify outcomes.
Multithread senior relationships (CUO, CIO, UW Ops, IT) and run focused platform walk‑throughs; explain LLMs, data flows, and APIs in plain language tied to underwriting/ops value.
Travel as needed (up to 50%) for onsite workshops, enablement, QBRs, and executive sessions.
What You Bring
4-7+ years in Account Management / Customer Success in commercial insurance with insurance/Insurtech experience.
Strong relationship management skills - you can build trusted senior relationships (underwriting, operations, IT) and you're comfortable leading QBRs / exec readouts.
Workflow-minded: you can sit with a customer, understand how submissions/intake/triage works today, and show where Cytora fits so it becomes part of the daily process.
Product & AI fluent: able to deliver targeted demos and communicate clearly about LLMs, data flows, and APIs-always connecting tech to underwriting/ops value.
Cross‑functional orchestrator: partners smoothly with Sales, Delivery, Support, Security, and Legal on escalations and expansions.
Bachelor's degree or equivalent experience.
Why Cytora
We're building the future of insurance and we're doing it together. At Cytora, now an Applied Systems company, we're driven by a shared mission to transform the industry through AI-powered solutions that deliver smarter decisions, stronger connections, and better outcomes.
We foster a culture that values who you are and recognizes that you're more than your role: you're a teammate, and you matter. We thrive on the strength of our diverse experiences and celebrate the uniqueness each person brings to work every day.
We believe flexibility fuels performance. Whether remote, hybrid, or in-office, we empower our teams to work in ways that work best for them.
Here's what you can expect when you join us:
Competitive salary + OTE.
Flexible working and remote options.
Professional development budget & conference access.
Annual company retreats.
A mission-driven culture that puts people first.
Learn more about the people behind our products at *************************************
Location
US based with travel within North America.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sex, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
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Auto-ApplyEnterprise Client Success Executive, JAPAN
Remote client service and consulting manager job
Description What We're Looking For:Join us as an Enterprise Client Success Executive, where you'll play a crucial role in driving value and fostering long-term partnerships with our esteemed clientele. As a CSE, you'll be at the forefront of the post-sale lifecycle, dedicated to ensuring the success of our customers' investments, aligning with their business objectives, and facilitating organizational growth. Your primary focus will be on nurturing relationships with key stakeholders, serving as a trusted advisor to our customers, and deeply understanding their unique business needs. By leveraging your expertise and insights, you'll guide our clients towards achieving their KPIs, driving retention, renewal, and growth across your portfolio. At Meltwater, we believe in personal and professional growth, and as an Enterprise Client Success Executive, you'll have access to a supportive ecosystem that promotes mentorship, skill development, and inclusive leadership. Join our team of experienced professionals and accomplished leaders as we embark on a journey of continued success and client satisfaction. What You'll Do:
Collaborate closely with internal teams to align account activities with each customer's unique business case and strategic objectives.
Execute meticulously on agreed-upon plans, adhering to mutually agreed timelines with the customer.
Develop and maintain comprehensive joint impact plans for your top accounts within your portfolio, ensuring ongoing alignment and value delivery.
Proactively inform and guide customers on new features and releases to enhance their experience and maximize value.
Monitor adoption and utilization trends, offering tailored recommendations based on each customer's evolving business needs.
Identify potential renewal risks and retention challenges, collaborating closely with internal and sales teams to secure successful renewals.
Identify opportunities for upselling and expansion, enabling named Account Executives to drive growth effectively.
Conduct regular, insightful customer business reviews to foster transparency, alignment, and mutual success.
Act as the primary advocate for customers, channeling their feedback and insights to drive continuous improvement across all areas, including product development and service delivery.
What You'll Bring:
A Bachelor's degree or higher is preferred for this role.
An extensive professional history spanning 7-10+ years, showcasing a diverse array of experiences in roles such as Management Consulting, Customer Success, Account Management, Business Development, or other client-facing positions.
Demonstrated proficiency in effectively managing complex, multi-divisional, and multi-geographical client portfolios.
A talent for seamless collaboration with cross-functional teams, including Sales, Product, Marketing, and Services, driving collective success.
Thrive in fast-paced environments, exhibiting agility in multitasking and embracing diverse responsibilities.
Exhibit industry-specific expertise in areas such as media monitoring, SaaS, PR, or Marketing.
Bonus points for previous experience in Project Management, enriching your profile.
Excellent written and verbal communication skills in Japanese and English.
Openness to embrace our hybrid work schedule, requiring presence in the office one day per month.
The ability to legally work in the country of hire is required for this position.
What We Offer:
Enjoy 20 days of annual paid time off plus an additional day off on your birthday!
Monthly wellness allowance to support your commitment to a healthy lifestyle.
Comprehensive health insurance tailored for you, complete with an annual health check.
Employee assistance programs covering mental health, legal, financial, wellness, and behavior areas to ensure your overall well-being.
Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters.
Energetic work environment with a hybrid work style, providing the balance you need.
Benefit from our family leave program, which grows with your tenure at Meltwater.
Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career.
Where You'll Work: Japan, Tokyo, Shibuya-ku, Ebisu 1-18-18, Tokyu Fudosan Ebisu Bldg. 5F Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes alongthe way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people.
Equal Employment Opportunity Statement
Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment.
All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations.
Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
Auto-ApplyClient Growth Executive I- Remote
Remote client service and consulting manager job
Join the People Helping People
Velera is the nation's premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners' success through innovative financial technology solutions and inspired service.
The Opportunity:
We are seeking a talented Client Growth Executive I. Under minimal supervision, this position represents, supports, and develops relationships between Velera and executive management at assigned credit unions for all aspects of Velera at an enterprise level. Incumbent will use knowledge of Velera's credit, debit, Contact Center Services & Solutions, Bill Pay, and all other lines of business in a consultative approach to manage client portfolios, and provide a comprehensive level of program consulting, strategic planning, program analysis and development, along with the sale and coordination of Velera 's products and services to increase the perception of Velera as a trusted partner and advisor. Responsibilities will be executed primarily via telephone, email and webinar interactions. However, some travel responsibilities may periodically be needed. Incumbent will develop, maintain, and execute sales strategies supporting assigned credit unions, mitigate and remedy any service or support issues, and will refer Velera products and services to the National Sales team. Incumbent will also develop and execute customized account plans to increase sales volume and market share within assigned credit unions. Incumbent will foster in-depth and productive relationships at all levels with client and Velera departments, and will promote use of Velera products and services, with the goal to position business to shape and capitalize on emerging consumer and market needs. Incumbent will review and act upon all opportunities for renewed business in an effort to retain revenues.
Day in the Life:
Periodically meet with client senior executives to evaluate strategic opportunities, primarily via telephone, to extend partnership and portfolio performance, demonstrating appropriate sense of urgency; continually monitor and communicate value of Velera products/solutions, and demonstrate the value of Velera partnership with assigned credit unions.
Prepare and deliver accurate and timely annual Card Program Analysis to review the client's growth and profitability.
Maintain a close working relationship with Member Services and serve as the client liaison to mitigate and remedy any service issues that may impact the overall client relationship with Velera.
Act, in conjunction with the assigned implementation or member services representative, as a liaison for product implementations, program start-ups, and other major projects as necessary.
Identify strategic opportunities while utilizing consultative sales approach that ensures client business objectives are met and performance metrics of payment portfolios are maximized.
Develop and execute strategies and account plans that increase client sales volume and market share and achieve/exceed defined product and corporate objectives; consult and advise clients on how to maximize return on assets and revenue to Velera.
Deliver consultative support to identify and solve multifaceted business issues across credit union's enterprise business as related to Velera products/services.
Prepare proposals, negotiate contractual relationships with client, and propose and negotiate new and renewal term agreements; prepare and deliver accurate and timely proposals, pricing comparisons, pro formas and program analysis.
Meet or exceed established revenue goals from the sale of new products and services. Develop sales and service goals, objectives and revenue forecasts related to assigned accounts with full accountability for results.
Consult with assigned clients in creation, launch, and tracking of marketing campaigns focused on account acquisition and portfolio growth; in conjunction with each assigned client, prepare and manage running eighteen-month marketing calendar.
Develop, solidify and maintain strong account relationships that result in excellent client satisfaction scores as reflected in periodic surveys; act as primary management point of contact for credit union for strategic initiatives and escalated issue resolution; support credit union's designated executive sponsor.
Prepare and deliver effective and influential presentations at Velera sponsored events, credit union staff and Board of Directors, advisory groups, and other functions, as needed.
Continually update the Velera Client Relationship Management (Salesforce) profile with communications, plans, opportunities and tasks related to maintaining and fostering the client relationship.
Effectively manage product renewal opportunities to secure renewed relationships with clients.
Actively review client landscape and recommend, develop, and implement new and creative approaches to growing Velera business; proactively manage, prioritize and engage sales leads.
Maintain current knowledge of payment industry trends and innovation, and Velera products and solutions; maintain current knowledge of card, ecommerce, payments, and credit union industry related to Visa, MasterCard, FDR, Velera , and competitors.
Collaborate with product team regarding new product development for credit union and consumer opportunities; coordinate interdivisional and interdepartmental communications related to serving clients with new and existing products/solutions.
Must interact positively and professionally in all interactions with Velera staff, clients, and business constituents. Continuously review landscape and recommend, develop, and implement new and creative approaches to growing Velera business.
Keep abreast of, and communicate with the client regarding legislative, regulatory, and procedural issues.
Ensure information is current and entered into Velera client database in timely fashion.
Perform other duties as assigned.
Qualifications:
Bachelor's degree in related field or equivalent combination of education and experience required.
Minimum four (4) years marketing, business development, consulting, sales or relationship management experience required. Minimum four (4) years of B2B / B2BC experience required.
Financial Services or Consulting experience preferred.
About Velera
At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!
Pay Equity
$60,500.00 - $77,100.00
Actual Pay will be adjusted based on experience and other job-related factors permitted by law.
Great Work/Life Benefits!
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care
Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following
"EEO is the Law" Poster
.
Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.
Velera is an E-Verify Employer. Review the E-Verify Poster
here
. For information regarding your Right To Work, please click
here
.
This role is currently not eligible for sponsorship.
As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at
*********************
for assistance.
Auto-Apply