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Client services director full time jobs - 30 jobs

  • Client Manager - US Large Market

    American Express 4.8company rating

    Columbus, OH

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. Job Responsibilities: + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. Qualifications: + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616
    $89.3k-150.3k yearly 2d ago
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  • Account Services Project Manager

    Cleverley + Associates 3.7company rating

    Worthington, OH

    If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.
    $54k-86k yearly est. 21h ago
  • Client Manager - Security

    Security Director In San Diego, California

    Columbus, OH

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Client Manager - Security Full Time $50,000 - $65,000 / Year Apply today and secure a career that's committed to you! Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1514185
    $69k-111k yearly est. Auto-Apply 7d ago
  • Director, Consult Partner - FSS / Mainframe Modernization SME

    Kyndryl

    Columbus, OH

    **Who We Are** At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ourselves to go further in our efforts to build a more equitable, inclusive world for our employees, our customers and our communities. **The Role** Kyndryl Consult is the fastest growing business within the organization and instrumental to the company's strategic growth objectives. You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within Kyndryl's largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Consult Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. **Contribute to Profitable Growth:** + Drive significant financial outcomes through signings and revenue targets + Ensure sustained growth and profitability, managing margin expectations and backlog growth + Support the identification, pursuit and conversion of a pipeline of business development opportunities + Undertake scoping and fee negotiation on engagements, while enduring profitability and understanding and containing risk **Client Engagement:** + Build and maintain deep relationships with client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, deliverables and outputs of a deal engagement + Demonstrate credibility and experience to advise and deliver on complex consulting engagement + Enhance client satisfaction, as measured by Net Promoter Score (NPS) and new relationship development; Secure client references **Operational Excellence:** + Achieve individual and team utilization targets + Lead the design of complex engagements and take responsibility for oversight of delivery, ensuring high performance and customer satisfaction + Leadership, Management, People + Lead by example; Fostering a culture of continuous personal and professional development and challenging our people to be curious and innovative and supportive for each other. At the same time ensuring that all outcomes are commercially focused, value adding and effectively executed **Strategic Contribution:** + Utilize industry and technology expertise to shape and drive the company's strategic initiatives. + Align with Kyndryl's strategic vision and contribute to its execution. + Drive external eminence and innovation, establishing a strong personal and organizational brand in the industry. + Proactively develop thought leadership and intellectual capital Kyndryl currently does not require employees to be fully vaccinated against COVID-19, however, if you are hired to work at a client, customer, or partner location, you may be required to show proof of vaccination to align with their respective COVID-19 vaccination policies. Those who believe they are eligible may apply for a medical or religious accommodation prior to the start of employment. **Who You Are** Who You Are You're good at what you do and possess the required experience to prove it. However, equally as important - you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused - someone who prioritizes customer success in their work. And finally, you're open and borderless - naturally inclusive in how you work with others. **Required Skills and Experience:** + Extensive experience in client engagement and relationship management at the CXO level + Demonstrable ability to build and commercialize relationships with senior executives + Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment + Effective financial acumen with experience in driving revenue growth and managing margins + Experience of managing or supporting high-value business development activities with senior stakeholders + Deep understanding of industry trends and technology + Sound personal brand and presence in the industry + Demonstrated ability to innovate and drive change **The compensation range for the position in the U.S. is $159,240 to $286,560 based on a full-time schedule.** **Your actual compensation may vary depending on your geography, job-related skills and experience.** **For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement. There is a different applicable compensation range for the following work locations:** **California: $175,080 to $343,920** **Colorado: $159,240 to $286,560** **New York City:** **$191,040 to $343,920** **Washington:** **$175,080 to $315,240** **Washington DC: $175,080 to $315,240** **This position will be eligible for Kyndryl's discretionary annual bonus program, based on performance and subject to the terms of Kyndryl's applicable plans. You may also receive a comprehensive benefits package which includes medical and dental coverage, disability, retirement benefits, paid leave, and paid time off.** **Note: If this is a sales commission eligible role, you will be eligible to participate in a sales commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis.** **Being You** Diversity is a whole lot more than what we look like or where we come from, it's how we think and who we are. We welcome people of all cultures, backgrounds, and experiences. But we're not doing it single-handily: Our Kyndryl Inclusion Networks are only one of many ways we create a workplace where all Kyndryls can find and provide support and advice. This dedication to welcoming everyone into our company means that Kyndryl gives you - and everyone next to you - the ability to bring your whole self to work, individually and collectively, and support the activation of our equitable culture. That's the Kyndryl Way. **What You Can Expect** With state-of-the-art resources and Fortune 100 clients, every day is an opportunity to innovate, build new capabilities, new relationships, new processes, and new value. Kyndryl cares about your well-being and prides itself on offering benefits that give you choice, reflect the diversity of our employees and support you and your family through the moments that matter - wherever you are in your life journey. Our employee learning programs give you access to the best learning in the industry to receive certifications, including Microsoft, Google, Amazon, Skillsoft, and many more. Through our company-wide volunteering and giving platform, you can donate, start fundraisers, volunteer, and search over 2 million non-profit organizations. At Kyndryl, we invest heavily in you, we want you to succeed so that together, we will all succeed. **Get Referred!** If you know someone that works at Kyndryl, when asked 'How Did You Hear About Us' during the application process, select 'Employee Referral' and enter your contact's Kyndryl email address. Kyndryl is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Kyndryl is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
    $191k-343.9k yearly 60d+ ago
  • Enterprise Client Partner

    Pearson 4.7company rating

    Columbus, OH

    **Global Client Partner (Strategic Accounts)** Pearson, the global learning leader, is seeking a senior Client Partner role to serve as the managing director for key strategic client partnerships. Client Partners are growth leaders who own Pearson's most influential enterprise relationships end-to-end. In this role, you'll set a multi-year account strategy, deepen executive trust, and expand 360° partnerships by activating Pearson's complete portfolio -from AI-powered learning to enterprise talent solutions like certifications, assessments, learning content and professional training. You'll operate as a senior adviser to our client's global C-suite, leading cross-functional, cross-geography teams to deliver measurable business outcomes while accelerating revenue, impact, and long-term value. Pearson embraces a geographically distributed working model. This role will be based in the US to facilitate frequent in-person engagement with Global Accounts. **Key Responsibilities** Strategic Account Leadership & Revenue Acceleration + Own global account strategy, aligning Pearson's solutions with client business and talent transformation agendas. + Lead and close multi-million-dollar, multi-stakeholder transformation deals across learning, skilling, and talent development. + Maximize expansion across Pearson's solutions portfolio-including AI-powered learning experiences, digital credentials, assessments, employability solutions, and workforce analytics. + Build robust, insight-led territory and account plans with disciplined forecasting. Executive Engagement & Advisory + Serve as a trusted advisor to our clients' C-Level and VP+ level roles (CHRO, CLO, CIO, COO and more) and business unit leaders. + Articulate the impact of AI, skills intelligence, and emerging technologies on talent, productivity, and organizational capability. + Shape top-to-top relationships and serve as the escalation point for senior executives. AI-, Data-, and Insights-Led Solutioning + Apply AI tools to design solutions that address workforce transformation, re-skilling, and productivity uplift. + Guide clients on responsible use of AI in learning, credentialing, and talent mobility. + Leverage market signals, labor trends, and emerging technology insights to influence client roadmaps. Leading Across a Matrixed Ecosystem + Lead a global virtual account team across solutioning, product, delivery, customer success, R&D, and marketing. + Partner with hyperscalers, global SIs, and EdTech ecosystem partners where appropriate to co-sell, co-create, and expand impact. + Engage Client and Pearson teams to streamline solution design and delivery. + Market Awareness & Thought Leadership + Represent Pearson at global industry events and executive roundtables. + Track AI, LLMs, agentic technologies, XR/VR learning, and emerging learning tech trends to maintain a competitive edge. + Provide structured market feedback to product and strategy teams. **Qualifications** + 12+ years in enterprise software, AI/ML, HR tech, EdTech, or consulting-led transformation sales or partnerships. + Proven record of closing multi-million dollar, multi-year enterprise deals. + Expertise in AI applications for learning, skills, talent, and workforce transformation. + Experience leading matrixed teams across functions and geographies. + Strong command of account planning, forecasting, origination, negotiation, and executive storytelling. + Entrepreneurial, customer-centric, and highly collaborative. Compensation at Pearson is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific location. As required by California, Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York State, New York City, Vermont, Washington State, and Washington DC laws, the pay range for this position is as follows: The minimum full-time salary range is between $160,000 to $200,000. This position is eligible to participate in a sales incentive plan, and information on benefits offered is here. _Applications will be accepted through January 23, 2026. This window may be extended depending on business needs._ **\#LI-LB1** **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Sales **Job Family:** GO\_TO\_MARKET **Organization:** Enterprise Learning & Skills **Schedule:** FULL\_TIME **Workplace Type:** **Req ID:** 22114 \#location
    $160k-200k yearly 7d ago
  • Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies

    Black & Veatch 4.1company rating

    Columbus, OH

    **Client Advisory Partner - Water/Wastewater Utilities - East Region** Company: Black & Veatch Family of Companies **Together, we own our company, our future, and our shared success.** As an employee-owned company, our people _are_ Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse talents and perspectives to solve humanity's biggest challenges in an ever-evolving world. With over 100 years of innovation in sustainable infrastructure and our expertise in engineering, procurement, consulting and construction, together we are building a world of difference. **Company :** Black & Veatch Corporation **Req Id :** 110217 **Opportunity Type :** Staff **Relocation eligible :** No **Full time/Part time :** Full-Time **Project Only Hire :** No **Visa Sponsorship Available:** Yes **Why Black And Veatch** Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. We offer competitive compensation; 401K match and benefits that start day 1. Our hybrid environment allows you to balance your work and personal life. At Black & Veatch, you own your career with purpose and meaning. You are empowered to grow and explore new possibilities at every step of your career journey. Bring your big ideas knowing you are safe to be who you are and speak up with concerns or questions and put your diverse talents and perspectives to use. **The Opportunity** As the **Client Advisory Partner of Water/Wastewater Utilities** ,you will have the opportunity to: + Work with CAMs, Client Segment Leaders, and Enterprise Evolution on Strategic account management, clarity on playbook and client zippering to avoid redundancy and friction with CAMS & Client Segment Leads + Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs + Partner with Enterprise Innovation to ensure investment in new/leading innovative solutions are targeted at our clients' needs/planned growth areas **Key Responsibilities** + Lead IA client engagement activities from opportunity creation to business capture + Generate and qualify business leads in the region + Co-develop client strategy working with CAM (segmentation, prioritization, identify key accounts, sales/GTM strategy) + Co-develop marketing strategy in collaboration with Strategic Growth (thought leadership, industry exp, etc.) + Accountable for client satisfaction Manage profit and loss for the region + Monitor industry trends to ensure competitive positioning in the market + Provide region Account/Client Strategy and oversight + Identify Strategic, Target and Opportunistic Accounts for the region + Be the voice of the Account/Client within IA + Conduct Account/Client Satisfaction Surveys for IA engagements + Implement strategies that enable the IA to obtain new business sales + Coordinate with other Market Sectors in pursuit of new business sales for the benefit of the entire company + Develop and implement the strategic go-to-market framework + Develop and execute Large Account Management Process (Gold Sheet) for Strategic Accounts/Clients + Lead and guide Strategic Account Team + Lead the "Zippering" process for IA professionals and their counterparts inside the Account/Client organization, creating opportunities for sales and operations contacts within the Account/Client's organization **Management Responsibilities** **Minimum Qualifications** + Bachelor's degree or relevant work experience + Has successfully managed multiple engagements simultaneously + Contributor or leader to acquire new engagements + 12-15+ years in a business/consulting environment + All applicants must be able to complete pre-employment onboarding requirements (if selected) which may include any/all of the following: criminal/civil background check, drug screen, and motor vehicle records search, in compliance with any applicable laws and regulations. **Preferred Qualifications** + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt) + Strategic development/implementation **Certifications** Certifications related to area of expertise, where applicable preferred. **Work Environment/Physical Demands** + Hybrid or flexible work options may be offered after the first 90 days of employment based upon manager discretion, job performance and work assignments. + Travel up to 50% **Competencies** Action oriented Customer focus Interpersonal savvy **Salary Plan** CST: Consulting **Job Grade** 019 Black & Veatch endeavors to makeaccessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process because of a disability, please contact the Employee Relations Department at *************** or via our. This contact information is for disability accommodation requests only; you may not use this contact information to inquire about the status of applications. General inquiries about the status of applications will not be returned. Black & Veatch is committed to being an employer of choice by creating a valuable work experience that keeps our people engaged, productive, safe and healthy. Our comprehensive benefits portfolio is a key component of this commitment and offers an array of health care benefits including but not limited to medical, dental and vision insurances along with disability and a robust wellness program. To support a healthy work-life balance, we offer flexible work schedules, paid vacation and holiday time, sick time, and dependent sick time. A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union. Professionals may also be eligible for a performance-based bonus program. We are proud to be a 100 percent ESOP-owned company. As employee-owners, our professionals are empowered to drive not only their personal growth, but the company's long-term achievements - and they share in the financial rewards of the success through stock ownership. By valuing diverse voices and perspectives, we cultivate an authentically inclusive environment for professionals and are able to provide innovative and effective solutions for clients. BVH, Inc., its subsidiaries and its affiliated companies, complies with all Equal Employment Opportunity (EEO) laws and regulations. Black & Veatch does not discriminate on the basis of age, race, religion, color, sex, national origin, marital status, genetic information, sexual orientation, gender Identity and expression, disability, veteran status, pregnancy status or other status protected by law. For our EEO Policy Statement, please click. **Notice to External Search Firms** : Black & Veatch does not accept unsolicited resumes and will not be obligated to pay a placement fee for unsolicited resumes. Black & Veatch Talent Acquisition engages with search firms directly for hiring needs. **Job Segment:** Wastewater, Water Treatment, Architecture, Engineer, Engineering
    $120k-164k yearly est. 60d+ ago
  • Concierge, Customer Success Team

    Coinbase 4.2company rating

    Columbus, OH

    Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported. As a Coinbase Concierge, you will serve as a primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll join a high functioning team of customer focused support professionals who know their performance is essential to Coinbase achieving its mission. We're looking for an individual who has a passion for making the customer experience seamless and phenomenal. *What you'll be doing:* * Serve as the primary touchpoint and relationship owner for selected high value Consumer customers. * Provide a best in class experience for our customers through effective stakeholder management, task management, decisive prioritization, and efficient execution. * Handle requests through to resolution, including collaborating across teams of subject matter specialists. * Model an investigative mentality to help address critical customer issues at the root cause. * Represent and advocate for the customer across organizations to drive impactful changes. * Champion clear communication with internal and external partners to align on solutions and drive results. * Onboarding the customer to Coinbase and after understanding their goals, helping them understand how to set up, secure, fund and begin using their account. * Proactively monitoring their customers' accounts for any potential issues and when one is identified, either resolving it on their behalf or helping them do so. * Introducing customers to newly released features or products that they may be interested in. * Educating customers about benefits (i.e. staking, Coinbase One, etc) that they aren't currently taking advantage of, but could be. * Proactively identify customer needs before they become an issue to simplify the customer experience, reduce friction, and strengthen trust in Coinbase. * Responsible for providing support for Coinbase customers across multiple channels (phone, messaging & email) by investigating, troubleshooting and resolving customers' trading related issues. *What we look for in you:* * FINRA License series 7 & 63 (will not initially be sponsoring licenses) * Motivated by Coinbase's mission, creating a seamless experience for our trading customers and driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. * Advanced knowledge of the financial services industry and securities trading. * Flexible and adaptable to meet the evolving needs of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products successfully, and an eagerness to create a community of high value Coinbase power users. *Nice to haves:* * FINRA License Series 3, 4, 65, or 66. * Knowledge of Cryptocurrency and Coinbase Products * Understanding of Google apps, JIRA, Salesforce Service Cloud, or Amazon Connect. *Note: We are targeting candidates based in Orlando, FL at this time, but open to talking to top talent in other locations!* *Job ID: G2876* *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range: $40.01-$47.07 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations*********************************** *Global Data Privacy Notice for Job Candidates and Applicants* Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required. *AI Disclosure* For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description. For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate. *The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
    $40-47.1 hourly 60d+ ago
  • Mid-Market Client Partner

    Franklincovey 4.3company rating

    Columbus, OH

    **"We enable greatness in people and organizations everywhere.** " FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ ,? _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit franklincovey.com. **Title:** Mid-Market Client Partner **Payroll Title:** Client Partner - Major Market **Division & Department:** Enterprise Client Success **Status:** Full-Time Exempt **Reports to:** Managing Director, Major Accounts **Location:** Remote - Anywhere in the contiguous United States **Compensation:** Anticipated compensation for this position is an OTE of 120-155k* split 60/40 between base/commission. **Job Summary** As the Major Market Account Manager, you will focus on cultivating, nurturing, and expanding relationships with our existing clients, specifically with organizations that employ between 500 and 5,000 individuals. Your primary goal will be to drive revenue growth by identifying and pursuing opportunities for upselling and cross-selling our products and services, as well as overseeing and closing contract renewals to ensure long-term client satisfaction. The ideal candidate will have a strong understanding of Major Market level client needs and a proven track record of managing complex accounts. **Essential Job Functions** + **Client Relationship Management:** Build and maintain strong, long-lasting relationships with key stakeholders within assigned Major Market accounts to foster trust and loyalty. + **Business Growth:** Identify and pursue opportunities for expanding the book of business within existing accounts, focusing on upselling and cross-selling initiatives. + **Strategic Planning:** Collaborate with clients to understand their business objectives and challenges and develop tailored strategies that align our solutions with their needs. + **Account Monitoring:** Regularly assess account performance, tracking key metrics and customer feedback to ensure satisfaction and drive retention. + **Cross-Functional Collaboration:** Work closely with internal teams, including sales, marketing, and product development, to ensure alignment on client needs and deliverables. + **Reporting and Analysis:** Prepare and present detailed reports on account performance, pipeline growth, and industry trends to both internal stakeholders and clients. + **Problem Resolution:** Address client concerns promptly and effectively, ensuring timely solutions and a high level of client satisfaction. **Basic Qualifications** + Bachelor's or advanced degree in Business Administration, Marketing, or a related field. + 3+ years of experience in account management, sales, or business development. **Preferred Skills & Experience** + 3+ years of experience in a Major Market environment. + Proven track record of successfully managing and growing client accounts, with demonstrated ability to meet or exceed revenue targets. + Strong understanding of Major Market client needs and market trends within relevant industries. + Excellent communication, negotiation, and interpersonal skills. + Ability to work independently and collaboratively in a fast-paced environment. + Proficiency in CRM software and Microsoft Office Suite. + Strong analytical and problem-solving skills, with a results-oriented mindset. Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit ********************************** for details. *Actual offer may be outside of this prediction and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data. Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration. **Employer Information** For an overview of our Interview Process, please visit ************************************************************ FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit ************************************************************* for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.** Direct Reasonable Accommodation requests to accommodations@franklincovey.com. For our Privacy Policy, please visit ************************************** \#LI-Remote \#LI-AT1
    $108k-172k yearly est. 6d ago
  • RN Client Success Manager

    Thekey LLC

    Upper Arlington, OH

    For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: * Understanding the new client including proactively identifying areas of interest, reaching out immediately after the client has been assigned to you and calendaring a first meeting and, having a collaborative relationship with clients and family members. * Conducting in- person nursing initial and reassessments and quality assurance visits that include but are not limited to a view of Home safety assessments, the client's daily routines, the client's preferences and needs converting them into active service with a Care Plan tailored to their unique needs. The assessment includes the informal and formal support systems and caregiving needs. * Ensuring caregivers meet state requirements, are adequately trained to perform their responsibilities and receive RN instruction and/or supervision as required. * Continuously ensuring a good experience for our clients by building rapport to create engagement and being highly visible to the client and the client's support systems. * After receiving the assignment, ensuring that ClearCare is up to date with all relevant information. * Making regular home visits, reassessments as needed and when there is a change of condition, provide updates to the care plan and communication to the team. This will include recommendation of the ideal caregiver for the client needs and noting specialized training of caregivers as needed, quality assurance visits and regular review of care notes. * Reviewing of the client rates as the care progresses * Ensuring that all state regulations are considered and compliance with visits and documentation is met. * Looking for cross-referral opportunities and other means of increasing business from existing clients. * Providing extra support for new client cases, including home visits during the first caregiver schedule and within the first two weeks of service, to ensure complete client satisfaction. * Communicating effectively with team members to ensure the best possible match of caregivers to client needs, the accuracy of client billing, long- term care insurance communication or education * Supporting ongoing client retention through hands-on attention, client appreciation initiatives and relationships with the clients and their families. * Implementing TheKey operating model and following all company guidelines and applicable state regulations. * Exercising and applying home care knowledge, business goals and care management goals that meets state home care regulations. * On call and after hours support as needed * Additional duties as assigned. Required Skills, Education and Certifications: * Current Registered Nurse license in the state of employment; continued employment is contingent upon maintaining active license in good standing; BSN preferred * 5 years' experience in health care, elder care, social work or related industry preferred * Excellent customer service and conflict resolution skills * Computer proficiency and ability to document timely and accurately notes in system related to client visits * Current driver's license and proof of insurance Physical Requirements: * Ability to travel approximately up to 30% of the time * Ability to lift and carry up to 15-20 pounds * Ability to sit, stand and walk for prolonged period of time throughout the work day * Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc. Benefits for full time employees * Medical/Dental/Vision Insurance * TouchCare VirtualCare * Life Insurance * Health Savings Account * Flexible Spending Account * 401(k) Matching * Employee Assistance Program * PTO Plan for Non-Exempt Employees * Flexible PTO Plan for Exempt Employees * Holidays and Floating Holidays * Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK
    $58k-90k yearly est. Auto-Apply 60d+ ago
  • RN Client Success Manager

    Thekey

    Upper Arlington, OH

    For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes. Essential Duties and Responsibilities: Understanding the new client including proactively identifying areas of interest, reaching out immediately after the client has been assigned to you and calendaring a first meeting and, having a collaborative relationship with clients and family members. Conducting in- person nursing initial and reassessments and quality assurance visits that include but are not limited to a view of Home safety assessments, the client's daily routines, the client's preferences and needs converting them into active service with a Care Plan tailored to their unique needs. The assessment includes the informal and formal support systems and caregiving needs. Ensuring caregivers meet state requirements, are adequately trained to perform their responsibilities and receive RN instruction and/or supervision as required. Continuously ensuring a good experience for our clients by building rapport to create engagement and being highly visible to the client and the client's support systems. After receiving the assignment, ensuring that ClearCare is up to date with all relevant information. Making regular home visits, reassessments as needed and when there is a change of condition, provide updates to the care plan and communication to the team. This will include recommendation of the ideal caregiver for the client needs and noting specialized training of caregivers as needed, quality assurance visits and regular review of care notes. Reviewing of the client rates as the care progresses Ensuring that all state regulations are considered and compliance with visits and documentation is met. Looking for cross-referral opportunities and other means of increasing business from existing clients. Providing extra support for new client cases, including home visits during the first caregiver schedule and within the first two weeks of service, to ensure complete client satisfaction. Communicating effectively with team members to ensure the best possible match of caregivers to client needs, the accuracy of client billing, long- term care insurance communication or education Supporting ongoing client retention through hands-on attention, client appreciation initiatives and relationships with the clients and their families. Implementing TheKey operating model and following all company guidelines and applicable state regulations. Exercising and applying home care knowledge, business goals and care management goals that meets state home care regulations. On call and after hours support as needed Additional duties as assigned. Required Skills, Education and Certifications: Current Registered Nurse license in the state of employment; continued employment is contingent upon maintaining active license in good standing; BSN preferred 5 years' experience in health care, elder care, social work or related industry preferred Excellent customer service and conflict resolution skills Computer proficiency and ability to document timely and accurately notes in system related to client visits Current driver's license and proof of insurance Physical Requirements: Ability to travel approximately up to 30% of the time Ability to lift and carry up to 15-20 pounds Ability to sit, stand and walk for prolonged period of time throughout the work day Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc. Benefits for full time employees Medical/Dental/Vision Insurance TouchCare VirtualCare Life Insurance Health Savings Account Flexible Spending Account 401(k) Matching Employee Assistance Program PTO Plan for Non-Exempt Employees Flexible PTO Plan for Exempt Employees Holidays and Floating Holidays Pet Insurance TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law. California Residents Only: In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded. #LI-TK
    $58k-90k yearly est. Auto-Apply 60d+ ago
  • Peak Title Agency Relationship Manager

    Sb Financial Group, Inc. 4.0company rating

    Columbus, OH

    Peak Title Agency has an immediate opening for a Full Time Relationship Manager in our Columbus, Ohio office. This is a sales position expected to generate new business and assist with closings/service clients. Successful candidates will demonstrate a willingness and ability to establish a professional working rapport with employees and client representatives, as well as the ability to develop new relationships with real estate developers, builders, lawyers, agents, and lenders in the Central Ohio region. Sales and title insurance experience is required. Candidates must be able to successfully obtain and maintain a title insurance marketing license from the state of Ohio within 90 days of hire. Pay includes a base salary plus commission. Peak Title offers a generous benefits package, which includes competitive compensation, paid holidays, paid vacation and personal time, medical/dental/vision insurance, company-paid life/AD&D/short-term disability/long-term disability insurance, 401(k) retirement plan with company match, community volunteer opportunities, and more! Apply today and see why Peak Title is a great place to work! Equal Opportunity Employer
    $71k-106k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager

    Foxen

    Columbus, OH

    Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents. Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us. Role Overview: As a Relationship Manager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth. What You'll Do: * Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships. * Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services. * Leverage consultative sales techniques to position relevant solutions that meet client needs. * Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services. * Develop account plans and retention strategies to minimize churn and maximize client lifetime value. * Conduct Strategic Business Reviews with key stakeholders. * Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team. * Manage customer input and feedback for all escalations with detailed direction and timelines. * As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities. Skills and Qualifications: * Bachelor's degree or equivalent experience is required. * 5-7 years of Account Management or sales experience preferred. * Demonstrated problem solving skills for negotiation and collaboration. * Proven ability to increase revenue through cross-selling. * Positive attitude with a willingness to quickly learn and adapt to new systems. * Proven success in delivering on customer SLAs, building high performing teams, and creating client relationships. What We Offer: As a Relationship Manager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of Relationship Management. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
    $65k-97k yearly est. 60d+ ago
  • Relationship Manager

    Foxen Administration

    Columbus, OH

    Who We Are: Founded in 2018 and headquartered in Columbus, Ohio, Foxen provides innovative insurance compliance solutions and financial services for the mutual benefit of property owners, managers, and residents in multifamily real estate. Foxen is comprised of technologists and developers, insurance and finance professionals, and property management industry veterans. We leverage extensive expertise and collaboration to deliver technology-driven solutions that seamlessly meet the needs of our customers. Foxen's products revolutionize flawed and antiquated processes, while simultaneously creating property revenue and financial wellness for residents. Foxen earned a spot on Inc.'s 2025 Best Places to Work list - a proud reflection of the culture we're building as we grow. We're scaling fast and looking for people who want to be part of something exciting. Meet the team at foxen.com/about-us. Role Overview: As a Relationship Manager, you will drive customer growth and retention by building deep, strategic partnerships with your assigned portfolio of customers. You will focus on understanding each customer's goals, ensuring they realize maximum value from Foxen's solutions, and identifying opportunities for expansion across our product suite. In this role, you will proactively anticipate client needs, deliver tailored recommendations that support their business objectives, and act as the trusted point of contact for escalated inquiries. Serving as the key liaison between customers and Foxen's internal teams, you will play a vital role in strengthening relationships, reducing churn, and driving sustainable account growth.What You'll Do: Serve as the primary point of contact for assigned customers, maintaining regular communication, and fostering strong, trust-based relationships. Deeply understand the full range of Foxen's offerings and effectively communicate the value of additional products or services. Leverage consultative sales techniques to position relevant solutions that meet client needs. Identify and execute opportunities for account growth through new product adoption, contract expansion, or deeper integration of existing services. Develop account plans and retention strategies to minimize churn and maximize client lifetime value. Conduct Strategic Business Reviews with key stakeholders. Resolve customer inquiries and prevent future concerns from arising by working cross-functionally with the Foxen team. Manage customer input and feedback for all escalations with detailed direction and timelines. As necessary, visit customers, attend trade shows and other industry events to capitalize on networking and relationship-building opportunities. Skills and Qualifications: Bachelor's degree or equivalent experience is required. 5-7 years of Account Management or sales experience preferred. Demonstrated problem solving skills for negotiation and collaboration. Proven ability to increase revenue through cross-selling. Positive attitude with a willingness to quickly learn and adapt to new systems. Proven success in delivering on customer SLAs, building high performing teams, and creating client relationships. What We Offer: As a Relationship Manager, you'll receive a competitive annual salary, bonus opportunities, and a robust benefits package. Our benefits include your choice of three health insurance plans, voluntary dental, vision, short-term disability, long-term disability, life and AD&D insurance, Paid Time Off, paid holidays, and a 401k with 4% company match. This is a full-time position, reporting to the Senior Director of Relationship Management.
    $65k-97k yearly est. Auto-Apply 60d+ ago
  • Client Manager

    Event Risk Inc.

    Delaware, OH

    Job Description Client Manager Department: Marketing Reports To: Director of Marketing & Data Analytics FLSA Class: Exempt ($85,000 annually + Bonus Potential) Hours: Full-Time About Event Risk Inc. is a distinguished US-based, veteran owned company that is a leading security provider for Fortune 500 companies, movie studios, celebrities, and high-net-worth individuals. We are committed to providing the most reliable and comprehensive security solutions to ensure the safety of our people, property and assets. Position Summary The Client Manager will be responsible for managing client relationships, driving business development initiatives, and supporting security-related sales efforts. This role requires a proactive, results-driven professional with experience in security sales and CRM systems. The position offers flexibility through a hybrid work schedule and includes bonus potential based on performance. Essential Duties Develop and maintain strong relationships with clients to ensure satisfaction and retention. Identify new business opportunities and drive growth through strategic sales initiatives. Manage and update CRM systems (Salesforce, HubSpot) to track leads, opportunities, and client interactions. Collaborate with internal teams to deliver tailored solutions for client needs. Prepare and present proposals, reports, and performance metrics to leadership. Support marketing and outreach efforts to expand brand presence in the security industry. Qualifications High school diploma or GED required; a degree in a related field is preferred. Proven experience in security sales and business development. Proficiency in CRM platforms such as Salesforce and HubSpot. Strong communication, negotiation, and relationship-building skills. Ability to work independently and in a hybrid environment. Excellent organizational and time-management skills. Preferred Skills Knowledge of security industry trends and best practices. Experience with proposal development and contract negotiation. Familiarity with data analysis and reporting tools. Benefits Competitive salary. Comprehensive health, dental, vision and voluntary life insurance (after 30 days). 401(k) retirement plan with employer contribution (after 1 year). Generous PTO and holiday schedule (after 90 days). Opportunity for professional development and skill enhancement.
    $85k yearly 5d ago
  • Engagement Manager - Implementation

    Jumpmind, LLC

    Columbus, OH

    Job Information Title: Engagement Manager - Implementation Date Opened: 09/10/2025 Job Type: Full Time Industry: Technology City: Columbus State/Province:OH Country: United States Zip/Postal Code: 43240 Job Description Jumpmind is looking for a Engagement Manager- Implementation, who is passionate about solving difficult problems with creative software solutions, to join an exciting, growing information technology company. This role plays a vital part in the implementation of retail software for new customers, as well as the ongoing feature development for existing customers that influence the roadmap for Jumpmind Commerce. Jumpmind Commerce is at the forefront of the digital revolution in retail stores. Our microservices commerce platform is built to solve the real-world problems retailers face in providing frictionless customer journeys. We are focused on innovation for the store and ecommerce experiences. Our clients are all well-known large retail brands. Requirements Roles and Responsibilities Serve as primary customer contact throughout the implementation lifecycle. Lead project planning, timelines, scope, and risk management. Facilitate requirements gathering, solution design, testing, and go-live activities. Coordinate across internal teams (product, engineering, support) to ensure delivery readiness. Drive customer communication, status reporting, and executive updates. Support change management, training, and user adoption efforts. Document decisions, track KPIs, and ensure a clean handoff to support and success teams. Build and maintain strong, long-term relationships with retail clients through excellent communication and service Experience, Skills, and Qualifications Bachelor's degree in Computer Science or related field 3-5+ years in implementation, project management, consulting, or customer success. Strong communication and stakeholder management skills. Experience with enterprise software deployments or integration projects. Familiarity with project management methodologies and tools. Strong problem-solving and communication skills Self-starter with the ability to learn quickly and work independently or as part of a team Preferred Experience, Skills, and Qualifications Experience working directly with clients/customers in an agile development environment Familiarity with POS hardware & architecture Understanding of retail technology workflows (Customer Engagement, Omni Channel, Inventory Management, etc).
    $97k-138k yearly est. 30d ago
  • Federal Client Executive, IT Solutions - Sales

    Xerox 4.3company rating

    Columbus, OH

    **General Information** Press space or enter keys to toggle section visibility Country United States Department IT_SERVICES_(SALES) Date Wednesday, April 16, 2025 Working time Full-time Ref# 20036842 Job Level Individual Contributor Job Type Experienced Job Field IT_SERVICES_(SALES) Seniority Level Associate Currency USD - United States - US Annual Base Salary Minimum 55,000 Annual Base Salary Maximum 85,000 The salary range above represents the low and high end in the local currency of Xerox's salary range for this position and is reflected in an annualized amount. Actual salaries will vary based on factors including, but not limited to, geographic location, market competition, and/or the successful applicant's education, experience, knowledge, skills, and abilities. The range listed is just one component of Xerox's total compensation package for employees. Employees are also afforded a comprehensive suite of benefits, to view those details please visit Xerox Careers for your applicable country. If you are not reviewing this job posting on Xerox Careers (***************************************** , we cannot guarantee the validity of this posting. For a list of our current internal postings, please visit Xerox Careers (***************************************** . **Sales:** Your actual On Target Earnings (OTE), which is inclusive of base salary and incentive compensation, will depend on factors such as your skills, qualifications, experience, and work location. **Description & Requirements** Press space or enter keys to toggle section visibility **About Xerox Holdings Corporation** For more than 100 years, Xerox has continually redefined the workplace experience. Harnessing our leadership position in office and production print technology, we've expanded into software and services to sustainably power the hybrid workplace of today and tomorrow. Today, Xerox is continuing its legacy of innovation to deliver client-centric and digitally-driven technology solutions and meet the needs of today's global, distributed workforce. From the office to industrial environments, our differentiated business and technology offerings and financial services are essential workplace technology solutions that drive success for our clients. At Xerox, we make work, work. Learn more about us at ************* . As a Federal Client Executive, you will be responsible for identifying, developing, and managing relationships with federal government agencies and departments. You will play a critical role in driving revenue growth, building strategic partnerships, and delivering IT solutions tailored to meet federal clients' needs. **Key Responsibilities** + Business Development: Identify and pursue new sales opportunities within the federal government market. + Relationship Building: Establish and maintain relationships with key stakeholders, decision-makers, and procurement officers in federal agencies. + Sales Strategy: Develop and execute sales plans to meet or exceed revenue and growth targets. + Proposal Management: Collaborate with internal teams to respond to RFPs, RFIs, and RFQs, ensuring alignment with client requirements. + Market Expertise: Stay informed about federal procurement processes, regulations, and trends in government IT spending. + Product Knowledge: Present Xerox portfolio of IT solutions, including managed services, hardware, software, and cloud technologies, to federal clients. + Pipeline Management: Maintain accurate records of opportunities, forecasts, and activities in the CRM system. + Compliance: Ensure all sales activities comply with federal contracting rules and regulations. + Collaboration: Work closely with technical teams, contract managers, and marketing to deliver customized solutions for clients. **Qualifications** + Bachelor's degree in Business, IT, or a related field, or equivalent experience. + 5+ years of sales experience in the federal government sector. + Demonstrated success in meeting or exceeding sales quotas. + Familiarity with federal procurement processes, including GSA schedules, IDIQs, and BPAs. + Strong understanding of IT products and services, including cloud, hardware, and managed services. + Excellent communication and negotiation skills. + Proficiency with CRM tools and Microsoft Office Suite. **Preferred** + Established relationships with federal agencies and system integrators. + Experience working with or selling through government contracting vehicles. + Knowledge of federal IT initiatives and policies (e.g., FITARA, FedRAMP). + Active security clearance or eligibility to obtain one. **Xerox Benefits** Why You'll Love Xerox + Competitive base salary with uncapped commission potential. + Comprehensive benefits package, including health, dental, vision, and retirement plans. + Opportunities for career advancement in a growing organization. + Supportive and collaborative team environment focused on success. \#LI-REMOTE \#LI-LL1 Xerox is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, sex, marital status, sexual orientation, physical or mental disability, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law. Learn more at ************* and explore our commitment to diversity and inclusion: https://*************/en-us/jobs/diversity People with disabilities who need a reasonable accommodation to apply or compete for employment with Xerox may request such accommodation(s) by sending an e-mail to **********************************. Be sure to include your name, the job you are interested in, and the accommodation you are seeking.
    $70k-109k yearly est. 3d ago
  • Asset Management - Alternatives Client Account Manager - Associate

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210702748 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $85,500.00-$150,000.00 Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients! As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client experience to Institutional clients investing in Alternative strategies of J.P. Morgan Asset Management. In this role you will work in partnership with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client. You will work with our Head of Institutional Client Account Management for Alternatives on various projects and have the opportunity to partner with internal stakeholders at varying levels of the organization. Job Responsibilities * Coordinate onboarding and servicing with clients and 3rd parties, fielding inquiries, researching requests, and coordinating appropriate responses * Understand client relationship with JPM including global relationships and client's relationships with other asset managers and consultants * Proactively identify client experience improvements and efficiencies and driving the plan to implement changes * Participate in client meetings and events as appropriate (including due diligence meetings) * Plan and organize internal business meetings and manage follow-up/action items * Support the creation and management of team policies and procedures as well as templates and outline data requirements for MIS/KPI reporting Required qualifications, capabilities, and skills * Undergraduate degree required * Previous experience at an asset management firm; background in client service and/or institutional client base * Business acumen for financial concepts, ability to speak intelligently and confidently while using applied financial reasoning. * Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs * Ability to work independently and manage multiple projects across business areas to achieve results * Highly attentive, ability to focus, excellent follow-through, flexibility and stellar grammar and English skills * Strong critical thinking skills - i.e. ability to analyze, synthesize and interpret data, etc. Preferred qualifications, capabilities, and skills * Series 7 and Series 63
    $58k-76k yearly est. Auto-Apply 3d ago
  • Regional Engagement Manager - Northeast Market

    Bread Financial 4.7company rating

    Columbus, OH

    Every career journey is personal. That's why we empower you with the tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here. The Regional Engagement Manager is pivotal in enhancing the client's associate and customer experience with Bread Financial products. The Field Team at Bread Financial works internally and with our clients to drive top-line sales by maximizing customer loyalty, utilizing insights and proven practices.This role involves executing strategies and providing recommendations to maximize performance and productivity. Essential Job Functions Execute engagement strategies to achieve acquisition budgets for respective clients. Analyze performance and identify critical opportunities to influence results. - (40%) Develop client relationships and execute tactics within scope. Expertise in assessing learning styles to inspire and educate clients on payment solutions. - (30%) Support field strategy through critical thinking and decision quality. Inspect and validate client tools and processes. - (20%) Focus on personal growth and contribute to departmental development. - (10%) Minimum Qualifications High School Diploma or GED. 5+ years of experience in retail, banking, fintech, or similar industry. Preferred Qualifications Bachelor's Degree in Marketing, Business, Retail, or Communications. 5+ years experience in a sales-driven culture with financial accountability. Leadership experience. Experience in facilitation, negotiation, and presentation skills. Experience with remote/virtual teams. Experience working with franchisee models/dealer brands. Skills Data Analytics Data Visualization Tools Expense Management Influencing Without Authority Microsoft PowerPoint Sales Culture Time Management Reports To: Manager and above Direct Reports: 0 Work Environment Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location. Travel Ability to travel up to 70% monthly Physical and Mental Requirements To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship. Communicate/Hearing Communicate/Talking Move/Traverse Standing Stationary Position/Seated Typing/Writing Maintain focus in high pressure or fast-paced work environment Other Duties This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time. Salary Range (unless otherwise noted below): $79,500.00 - $144,100.00 Full Salary Range for position: California: $91,500.00 - $180,100.00Colorado: $79,500.00 - $151,300.00New York: $87,500.00 - $180,100.00Washington: $83,500.00 - $165,700.00Maryland: $83,500.00 - $158,500.00Washington DC: $91,500.00 - $165,700.00Illinois: $79,500.00 - $158,500.00New Jersey: $91,500.00 - $165,700.00Vermont: $79,500.00 - $144,100.00Ohio: $79,500.00 - $144,100.00 The actual base pay within this range may be dependent upon many factors, which may include, but are not limited to, work location, education, experience, and skills. Bread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. New associate elected coverage begins on date of hire (with the exception of disability coverage which has a 6-month waiting period). Six weeks of 100% paid parental leave for eligible parents is available after a 180-day waiting period. Hired associates can immediately enroll in Bread Financial's 401(k) plan. All associates receive 11 paid holidays. Associates have discretion in managing their time away from work through the Flexible Time Off (FTO) program and may need to notify and receive approval from their manager prior to taking the time off. Associates (except those located in Illinois) receive 80 hours of Paid Sick and Safe Time (“PSST”) upon hire and at the beginning of each subsequent calendar year. Illinois associates receive 40 hours of Illinois PSST upon hire and at the beginning of each subsequent calendar year and 40 hours of Illinois Paid Leave upon hire and at the beginning of each subsequent calendar year. Illinois Paid Leave must be used before associates in Illinois will be approved to take FTO. Hired associates will be able to elect the purchase company stock during offering periods in June and December. You will be eligible for an annual incentive bonus based on individual and company performance. Click here for more Benefits information. About Bread Financial At Bread Financial, you'll have the opportunity to grow your career, give back to your community, and be part of our award-winning culture. We've been consistently recognized as a best place to work nationally and in many markets and we're proud to promote an environment where you feel appreciated, accepted, valued, and fulfilled-both personally and professionally. Bread Financial supports the overall wellness of our associates with a diverse suite of benefits and offers boundless opportunities for career development and non-traditional career progression. Bread Financial (NYSE: BFH) is a tech-forward financial services company that provides simple, personalized payment, lending and saving solutions to millions of U.S. consumers. Our payment solutions, including Bread Financial general purpose credit cards and savings products, empower our customers and their passions for a better life. Additionally, we deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, jewelry and specialty apparel through our private label and co-brand credit cards and pay-over-time products providing choice and value to our shared customers. Bread Financial proudly marks 30 years of success in 2026. To learn more about our global associates, our performance and our sustainability progress, visit breadfinancial.com or follow us on Instagram and LinkedIn. Bread Financial offers competitive pay, a comprehensive selection of benefit options including 401(k). The Company is an Equal Opportunity Employer. Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for the Company. The Company participates in E-Verify. The Company will consider for employment all qualified applicants, including those with a criminal history, in a manner consistent with the requirements of all applicable federal, state, and local laws, including the Los Angeles Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York City Fair Chance Act. Applicants with criminal histories are encouraged to apply. The Company complies with the Americans with Disabilities Act (ADA), as amended, and all applicable state/local laws. The Company will provide accommodations to applicants needing accommodations to complete the application process. Applicants with disabilities may contact the Company to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact the Recruiting Team at ************************. Job Family: Client Services Job Type: Regular
    $91.5k-180.1k yearly Auto-Apply 38d ago
  • Managed Services Salesforce Director

    PwC 4.8company rating

    Columbus, OH

    **Specialty/Competency:** Salesforce **Industry/Sector:** Not Applicable **Time Type:** Full time **Travel Requirements:** Up to 60% At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives. As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives. Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: + Lead in line with our values and brand. + Develop new ideas, solutions, and structures; drive thought leadership. + Solve problems by exploring multiple angles and using creativity, encouraging others to do the same. + Balance long-term, short-term, detail-oriented, and big picture thinking. + Make strategic choices and drive change by addressing system-level enablers. + Promote technological advances, creating an environment where people and technology thrive together. + Identify gaps in the market and convert opportunities to success for the Firm. + Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements. The Opportunity As part of the Salesforce - Application Evolution Services team you are expected to lead the creation and implementation of impactful Salesforce solutions. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. This role involves developing Application Managed Services solutions that align with clients' technology and business needs. Responsibilities - Develop and implement impactful Salesforce solutions - Set the strategic direction for the team - Lead business development efforts - Oversee multiple projects and client relations - Align solutions with clients' technology and business needs - Mentor and guide team members - Foster an environment of integrity and inclusion - Comply with PwC policies and standards What You Must Have - Bachelor's Degree - 8 years of experience What Sets You Apart - Developing Application Managed Services solutions - Solving business and technology challenges - Delivering SAP, Oracle, Salesforce, and/or Workday solutions - Leading teams and fostering trust - Conducting industry, market, and competitive analysis - Developing business cases and ROI understanding - Creating customer-centric operating models - Driving strategic change in client organizations - Writing and presenting to industry audiences Learn more about how we work: ************************** PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: *********************************** As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: *************************************** The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
    $129k-182k yearly est. 60d+ ago
  • Client Relationship Consultant 1-4 (Banker) - Columbus, OH Branches

    Us Bank 4.6company rating

    Columbus, OH

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting. We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices. We have a part time opening at our Worthington Hills Office. Client Relationship Consultant 1 Basic Qualifications * High school diploma or equivalent * Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Basic knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 3 Basic Qualifications * High school diploma or equivalent * Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 4 Basic Qualifications * High school diploma or equivalent * Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Advanced knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred #BranchEast If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-20 hourly 14d ago

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