Customer success manager jobs in Columbia, SC - 179 jobs

Remote - US **What You Will Be Doing** + Uphold Cleo's Customer Success strategy and processes, ensuring that 100% of interactions are accurately recorded and follow-ups are scheduled. + Oversee the customer lifecycle, from launch to renewal, to ensure a seamless and optimal customer journey. + Manage a customer base of 30+ customers, including regular 1-on-1s with key stakeholders and quarterly Executive Business Reviews. + Develop broad and deep customer relationships, promoting strong customer loyalty & highly referenceable customers. + Understand our customers' organizational structure and develop relationships with key business stakeholders. + Understand our customers' business and link customer goals to compelling solutions to be delivered. + Proactively assist in problem resolution, both internally and externally + Maintain accurate records, including detailed documentation of customer service actions and discussions. + Escalate issues appropriately to Services, Support, Product, etc. + Develop compelling recommendations with strong close rates for add-on business. + Invest in developing both yourself and others, and contribute to organizational efforts as required. **Your Qualifications** + 5+ years working at an Enterprise Software and/or SaaS Company in Customer Success, Sales/Account Management, Professional Services, or a related field + Demonstrable success in collaborating with and influencing cross-functional stakeholders and executives + Proven ability to work in a fluid environment, with limited processes + Excellent communication and presentation skills directed at both business-oriented and technical audiences **A few things we have to offer:** + Compensation: $75,000 - $100,000 + Bonus potential + Great Healthcare + Dental + Vision + Flexible PTO + Culture of support, encouraging Life-Work balance + 401k match + FSA and HSA options + Employee Assistance Program + Paid Parental Leave + Representing a company with 4,000+ clients and a 99% retention rate + Accelerated title and salary growth potential + A fun and energetic work environment that makes you excited to go to work every day _We use artificial intelligence (AI) tools to assist in certain stages of our recruitment process, such as resume screening and candidate matching. These tools are designed to support fair and consistent evaluations. If you have questions about this process or would like to request an alternative assessment method, please contact us at ***********._ _Cleo Communications US, LLC is an equal opportunity/affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law._ Create a Job Alert Interested in building your career at Cleo (US) ? Get future opportunities sent straight to your email.

Your Future. Secured. ISC2 is a force for good. As the world's leading nonprofit member organization for cybersecurity professionals, our core values - Integrity, Advocacy, Commitment, Diversity, Equity & Inclusion and Excellence - drive everything we do in support of our vision of a safe and secure cyber world. Our globally recognized, award-winning portfolio of certifications provide an independent and globally recognized endorsement of cybersecurity knowledge, skills and experience for all career levels. Our charitable arm, the Center for Cyber Safety and Education, enables ISC2 and our members to serve the public by educating the most vulnerable about cyber risks and empowering access to enter and thrive in the cyber profession. Learn more at ISC2 online and connect with us on Twitter, Facebook and LinkedIn. When you join ISC2, you'll demonstrate your commitment to an inclusive and equitable environment. Your support of the unique perspectives and experiences shared by our global cybersecurity workforce and profession will be recognized. We invite you to take an active role in helping us create a true sense of belonging across our organization - an environment of authenticity, trust, empowerment and connectedness that empowers all of our successes. Learn more. **Position Summary** The Customer Success Account Manager is responsible for driving customer satisfaction, retention, and growth across assigned accounts. You will ensure seamless delivery of services, proactive account management, and measurable customer outcomes. You will also combine strong organizational skills with customer-facing experience, and a results-driven mindset. **This position is not available to residents of** **California** **.** **Responsibilities** **Customer Retention & Success** + Serve as the primary point of contact for assigned accounts, ensuring ongoing satisfaction and long-term retention. + Conduct regular **account reviews** to assess customer goals, usage, and outcomes, providing actionable recommendations. + Increase exam completion rates by monitoring learner progress, removing barriers, and providing engagement strategies. **Delivery Fulfillment** + **Facilitate service delivery** by coordinating instructor assignments, tracking of client expected training schedules, and ensuring all logistics are in place. + Manage preparation and distribution of training materials, ensuring accurate and timely delivery to customers. + Partner with internal operations, instructors, and vendors to guarantee a seamless customer experience. **Account Operations** + Oversee the **day-to-day management** of accounts, including processing orders, running reports, and maintaining accurate records in CRM systems. + Track customer utilization, training fulfillment, and certification outcomes to ensure contractual obligations are met. + Develop and deliver account-level reporting on performance, usage, and ROI. **Growth & Lead Generation** + Identify upsell and cross-sell opportunities through regular account engagement and success planning and engage sales partners to close. + Partner with Sales and Business Development to generate **qualified leads** and expand existing customer relationships. + Share customer insights and success stories to support marketing and sales initiatives. Perform miscellaneous duties as assigned **Behavioral Competencies** + Excellent written oral communication/presentation, and relationship-building skills + Strong project management and organizational skills, with the ability to juggle multiple priorities + Professionalism with a high degree of business savvy and strong demonstration of intellect, executive presence and sales acumen + High sense of urgency. Willingness to do what it takes to meet revenue goals while maintaining the absolute highest standards in terms of honesty, integrity and business ethics + Strong interpersonal skills with both customers and our internal team members alike, exhibiting focus and drive for business building and working collaboratively with employees to grow the business + Self-starter who provides creative and pragmatic solutions to business issues and problems + A positive, results-oriented attitude, with a sense of enthusiasm **Qualifications** + Experience in education, certification, training services, Cyber strongly preferred + Proficiency with CRM systems, reporting tools, and order processing workflows **Education and Work Experience** + Bachelor's degree in related field preferred, or equivalent work experience + 5+ years in Customer Success, Account Management, Training Delivery Coordination, or similar role **Physical and Mental Demands** + 25% travel required; this may increase where needed and may be required on short notice + Remain in a stationary position, often standing or sitting, for prolonged periods + Work extended hours when needed + Regular use of office equipment such as a computer/laptop and monitor computer screens **Equal Employment Opportunity Statement** All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic as protected by applicable law. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. **Job Locations** _US-Remote_ **Posted Date** _3 months ago_ _(10/21/2025 8:14 AM)_ **_Job ID_** _2025-2190_ **_\# of Openings_** _2_ **_Category_** _Sales_

**About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence. In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey. **The Role:** MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment. **Responsibilities:** Retention & Growth + Maintain positive net revenue retention across named clients in their assigned client segment. + Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities. + Earn reference status in >80% of MMIT clients. Optimize Client Use Cases + Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value. + Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles. + Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases. + Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes. Account Health & Advocacy of Client + Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans. + Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.). + Act as the internal and external escalation point of contact for any known or emerging client issues. + And other duties as assigned **Qualifications:** + Bachelor's degree in marketing/business or related discipline. + 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles. + Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access). + Understanding of common brand strategies to optimize patient access to therapies. + Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues. + Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications. + Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills. + High level of empathy with a strong agility to learn and adapt, growth mindset. + Demonstrated desire for continuous learning and improvement. + Enthusiastic and creative thinker with the ability to inspire others. **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Paid Time Off & Company Holidays _The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.

Job Description Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC, White Plains, and South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan. We are seeking an experienced Client Service Manager / Business Development Manager to support the planning and execution of the firm's internal and external sales initiatives. This role is responsible for driving revenue growth by identifying new business opportunities, with a strong initial focus on expanding services within the firm's existing client base. The ideal candidate will analyze internal client data to identify cross-selling and upselling opportunities across firm services, including Payroll Services, Commercial and Personal Insurance, Health & Life Insurance, and Tax Credits. Key Responsibilities: · Develop and execute business development and sales plans aligned with firm growth objectives. · Identify and pursue new opportunities with existing and prospective clients. · Build and maintain strong relationships with client decision-makers, referral partners, and internal stakeholders. · Collaborate with leadership and service teams to align client needs with firm service offerings. · Track, forecast, and report on pipeline activity, sales performance, and revenue results. · Represent the firm at networking events, client meetings, and selected industry functions as needed. · Assist in developing referral relationships with strategic partners, including financial institutions and related professional service providers. · Help optimize client data and reporting to ensure accurate data, reporting, and workflow efficiency. · Utilize technology and data-driven tools to improve client engagement and business development effectiveness. · Work closely with leadership to support firm-wide growth initiatives and client retention efforts. · Manage the business development process from prospecting through proposal development, negotiation, and close. Qualifications and Requirements: · Bachelor's degree required (MBA or professional certification a plus). · 5-7+ years of experience in business development, client services, or sales within professional services, accounting, insurance, or financial services. · Proven ability to generate revenue and grow client relationships. · Strong communication, presentation, and relationship-building skills. · Consultative, solution-oriented approach with solid business and financial understanding. · Experience working with mid-market businesses or professional service clients preferred. · Ability to manage multiple initiatives while collaborating effectively across teams. Job Type: Full-time Schedule: Monday - Friday, 9:00AM - 5:30PM Work Location: In person Ability to commute/relocate: Columbia, SC: Reliably commute or planning to relocate before starting work (Required) This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $125K - $150K annually, commensurate with experience and qualifications. In addition to the base salary, a commission structure is in place to reward performance and support earning potential. In addition to a rewarding career, we provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions! “Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC. Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law. #LI-LC1

Job DescriptionAbout the Company The Strickland Group is a fast-growing, family-driven financial services organization built on integrity, vision, and long-term impact. Our mission is simple: serve people well and leave them better than we found them. We combine modern technology, AI-assisted systems, and real human connection to help families protect their future while creating meaningful career paths for our partners. Role Overview As a Customer Success Partner, you will work directly with individuals and families who have already requested information and support. Your role is to guide clients through a consultative process, ensure an exceptional experience, and help them make informed decisions that align with their long-term goals. No cold calling. No door knocking. You'll engage with warm inquiries using company-provided systems, training, and support. Responsibilities • Serve as a primary point of contact for assigned clients • Conduct virtual consultations via Zoom or phone • Educate clients on available solutions and next steps • Deliver a professional, relationship-based customer experience • Follow up with clients to ensure clarity and satisfaction • Utilize company CRM and systems to manage communication • Attend weekly virtual training and development sessions • Meet activity and performance benchmarks • Maintain compliance and licensing standards What We Offer • 100% commission-based compensation • Flexible remote schedule (part-time or full-time) • Warm client inquiries • Clear advancement and leadership pathways • Ongoing training and mentorship

Join Our Team! Pearson is the world's leading learning company. Our Pearson Assessment for Learning Suite (PALS) is a comprehensive portfolio of K-12 school assessment solutions including formative and interim academic assessments, academic and social/emotional wellness screeners, and MTSS solutions. Our Partner Success team supports the healthy and successful implementation of this full suite of products across the country! About the Role As a Success Partner, you will support a regionally assigned portfolio of midsize school district accounts. You will own the implementation experience for your accounts "end to end" across all PALS products. **Your core charge is to grow Pearson's School Assessment customers into true partners.** We believe we achieve that by adopting and honoring these three pillars: 1. Maximize the value of the product 2. Cultivate ease in the partnership 3. Nurture joyful loyalty to the Pearson brand Importantly, you will be joining a new Success team that is still founding. If you are looking for a mature, well-established Success org, this will not be the right fit for you. The right candidates will enjoy contributing to building something new, and will bring ideas, experience, and expertise that can be drawn on to inform and shape our systems and practices. Key Responsibilities Implementation Strategy + Develop a tailored implementation strategy for each partner that integrates our "gold-standard" implementation milestones for each product with the account's unique instructional, assessment, and technology priorities and ecosystem. + Develop clear goals for the account's implementation, and build shared investment in a healthy successful implementation, so that everyone knows what "success" looks like and you can guide the account through the year accordingly. Onboarding + Guide partners through roster data integrations, platform configurations, and compliance requirements for all products, so everything is set up just right! + Facilitate all onboarding activities prior to "go live" skillfully, communicating clearly and proactively with the account and cross-functionally inside of Pearson, enabling rapid completion of key adoption milestones. Nurture + Leverage data systems and communication cadences to proactively monitor the health of your accounts, drive product adoption and value, reduce churn, and build brand loyalty. + Engage accounts who are at risk or disengaged in recovery strategies to foster partnership, drive adoption, and improve overall account health. + Travel up to 4 nights per month for onsite activity supporting key implementation milestones or conference attendance alongside your accounts. Collaboration for Account Success + Partner closely with cross-functional teams within Pearson School Assessment, including Product, Technology, Marketing, Sales, Professional Development, and Support to ensure a seamless customer journey. + Value cross-functional collaboration and actively contribute to multi-directional feedback loops that strengthen our business and the customer experience. Insights & Innovation + Skillfully connect product usage and impact data into actionable insights with a meaningful story for partners, grounded in their implementation goals and strategy. + Operate with a focus on systems and scalability that optimize the customer experience, business efficiency, and industry leadership. Success Partner Competencies and Leveling We understand that competencies are broader than mere knowledge or skills - they reflect how someone applies what they know (knowledge) and what they can do (skills) in real-world situations. Our team had adopted a framework of seven competencies, with five performance levels, to evaluate our performance, identify priority areas for improvement, and drive coaching. Our Partner Success competencies are: 1. **Product & Industry Expertise** 1. Deep knowledge of PALS products, technical requirements, and industry trends. 2. **World-Class Partnership & Relationship Management** 1. Build trust-based, enduring partnerships and multi-stakeholder relationships. 3. **Communication & Influence** 1. Deliver clear, compelling, collaborative communications and advocate for partners internally and externally. 4. **Strategic & Systematic Thinking** 1. Design scalable processes, anticipate challenges, and apply data literacy to support decision-making. 5. **Accountability & Results Orientation** 1. Deliver reliably, prioritize effectively, and proactively manage risks. 6. **Adaptability & Growth Mindset** 1. Adjust to shifting contexts, integrate feedback, and demonstrate a resilient perspective in ambiguity. 7. **Insights, Innovation & Business Acumen** 1. Translate data into insights, lead ROI conversations, and drive innovation. The performance levels for our competencies are: Beginning> Learning> Practicing> Mastering> Leading. Our Success Partners are expected to build toward Mastering on all competencies but may have a few competencies at the Practicing level. Who We're Looking For Must Haves + Experience as a K-12 educator in US public schools. + Demonstrated use of formative, interim, or screener/MTSS assessment data to impact student outcomes at the classroom, school, or district level. + Commitment to getting it right, not being right; low ego, high agency. + Appreciation for the full customer journey and cross-team collaboration. + Strong personal organization and time management skills. + Exceptional warmth and relationship-building skills. + Ability to communicate with customers in a world-class manner that nurtures value, joy, and loyalty, while protecting Pearson's business interests. + Meticulous attention to detail in technical and configuration tasks. + **Willingness to travel as needed (up to 4 nights/month expected).** Preferred + Experience in EdTech and/or Customer Success. + Familiarity with Salesforce, Microsoft O365 Suite, Smartsheet, + Existing knowledge around One Roster data specs, authentication and identity management providers, and other roster data integration technologies. + Understanding of assessment measurement models. + **Location in or near key Pearson hubs (Denver, Austin, Cedar Rapids, etc.) is a plus.** What You Can Expect From Us + Strong coaching relationship with your manager and robust support for development. + Opportunities to contribute and lead as our team matures. + A culture prioritizing operational excellence, impact, and fun. + **Remote-first flexibility, with access to Pearson office spaces as desired.** + Deep respect for inclusion, representation, and belonging. + Competitive compensation and benefits, including medical, dental, vision, 401K, stock options, parental leave, education reimbursement, wellness resources, and more. **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:** Customer Success **Job Family:** GO\_TO\_MARKET **Organization:** Assessment & Qualifications **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 22065 \#location

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide: Award-winning culture Inclusion and diversity as a priority Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability Generous PTO (including paid time to volunteer!) Up to 9.5% 401(k) employer contribution Mental health support Career advancement opportunities Student loan repayment options Tuition reimbursement Flexible work environments *All the benefits listed above are subject to the terms of their individual Plans . And that's just the beginning… With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you're directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today! General Summary:General Summary This position is responsible for the oversight and accountability of managing and developing a high performing team supporting Implementation, Service, Billing, or Administration of Unum clients. The position is responsible for providing leadership and guidance to the Client Success teams and works closely with management and other partners to ensure a cohesive client experience. The role requires a strong business leader who can maintain a balanced view, considering the needs of home office, sales and partners, technology, and external marketplace trends to recommend, implement, and support effective solutions for our clients. Principal Duties and Responsibilities Manage all aspects of the assigned Client Success teams. Balance work volumes across team. Provides collaborative leadership including all aspects of people management - hiring, training, resource allocation, job design, people development and performance management that creates a high-performance operating environment. Ability to build both technical and leadership skills; provide real time performance feedback. Engage, develop, and lead change in a fast-paced environment ensuring team members are prepared and equipped to provide exceptional customer experience High impact regarding development and implementation of productivity improvements and client service enhancements through workflow and technology-based processes. Provides leadership and direction to project teams who are involved with projects specific to the operational area. Ability to coordinate and balance multiple projects in a time sensitive environment, under pressure while still meeting deadlines. Ensures quality, audit, and control standards through the development of effective standards, policies, education, and creative training programs. Develops workflow to meet specialized needs to ensure that appropriate service and financial levels are always met. Manages internal and external client expectations through project planning and partnering efforts throughout the corporation. Responsible for coordination of training, staffing and system changes as dictated by project plans. Key contact for field and internal partners on assigned Client Success area of responsibility. Ability to handle and manage escalations from partner areas and clients and drive to resolution Strong relationship management skills with internal clients; proven ability to develop collaborative approaches Provide finalist meeting support. Track and provide metrics and other appropriate reporting to management. Demonstrated ability to use sound judgement and discretion regarding confidential information. Strong data orientation and understanding to drive decision making and setting of priorities Participate/lead cross functional projects as needed. May perform other duties as assigned. Job Specifications Bachelor's degree preferred or equivalent with relevant business experiences 6+ years of experience in client services, employee benefits, HR administration, or related IT development Demonstrated experience in motivation, team building and collaboration Highly analytical and technical orientation. Creative problem solving and critical thinking skills - ability to think outside of the box in generating appropriate solutions for clients Strong technical skills. Understands the life cycle and client needs/processes Strong understanding of the service needs and financial impact to service levels Excellent understanding of Unum products and ability to recognize which parts of a contract impact risk, state filing, customization, and benefits administration Solid understanding of the budget and salary administration processes, and the impact of each to productivity, morale, and service levels Ability to perform under stress in cases of emergency or urgent situations. Strong communication/presentation skills Strong project management, leadership, and organization skills Strong negotiation skills, ability to work directly with sales and service as well as direct client contact Demonstrates exceptional service delivery orientation May require occasional travel #LI-CA1 ~IN1 Unum and Colonial Life are part of Unum Group, a Fortune 500 company and leading provider of employee benefits to companies worldwide. Headquartered in Chattanooga, TN, with international offices in Ireland, Poland and the UK, Unum also has significant operations in Portland, ME, and Baton Rouge, LA - plus over 35 US field offices. Colonial Life is headquartered in Columbia, SC, with over 40 field offices nationwide. Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status. The base salary range for applicants for this position is listed below. Unless actual salary is indicated above in the job description, actual pay will be based on skill, geographical location and experience. $75,500.00-$142,700.00 Additionally, Unum offers a portfolio of benefits and rewards that are competitive and comprehensive including healthcare benefits (health, vision, dental), insurance benefits (short & long-term disability), performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match up to 5% and an additional 4.5% contribution whether you contribute to the plan or not. All benefits are subject to the terms and conditions of individual Plans. Company: Unum

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. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **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:** 25023645

**Why UKG:** At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you. **About the Team:** Our Services and Distribution Enterprise team is a dynamic group of talented, collaborative professionals who work closely to align customers' goals with our broad set of products. We pride ourselves on fostering a supportive and innovative environment where every team member is encouraged to contribute their unique skills and expertise. Together, we strive to exceed customer expectations and drive significant business growth. **About the Role:** The Enterprise Customer Account Manager will be focused on selling into Enterprise Services and Distribution named accounts in an assigned geographic territory. This position requires an individual who can successfully build and grow existing customer relationships selling our full suite of products. A successful candidate will need to use consultative selling skills to clearly understand customer/prospect business requirements and recommend the best UKG software solution to meet their business objectives. **Key Responsibilities:** + Strengthen and expand customer relationships through regular and frequent face-to-face interactions designed to drive sales growth. + Attend industry events, trade shows, and conferences relevant to your customer base. + Proactively develop, utilize, and maintain a deep understanding of the customer's industry. + Advise, consult, and support customers on best and next practices in the utilization and expansion of services. + Develop and maintain a "greenspace" heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts. + Collaborate with internal stakeholders to develop and maintain Annual Account Plans and Relationship Maps for each assigned account. + Build strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Leverage your sales management team, UKG executive sponsors, and in-person meetings to strengthen these relationships. + Conduct at least two in-person business reviews with the customer annually, covering adoption, support, and roadmap discussions. + Share new product offers and innovations during business reviews to drive sales. + Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams. + Maintain accuracy of account contacts and sentiment in SFDC, including a rolling four-quarter pipeline. **Basic Qualifications:** + At least 8 years of experience driving full cycle sales management process + Proven experience with a mix of transactional and strategic deals, ranging from 9-12 month sales cycles. + Demonstrated ability to consistently exceed a $1 million+ quota year over year, maintaining a pipeline three times the quota. + Experience selling SaaS solutions, preferably in HCM, WFM, Payroll, or ERP **Preferred Qualifications:** + Proven track record of building and growing customer relationships in an Enterprise territory. + Experience building strong executive relationships (CHRO, CIO, CFO, COO, etc.) across the account. + Strong consultative selling skills with the ability to understand customer/prospect business requirements. + Excellent communication and presentation skills. + Ability to work collaboratively with internal stakeholders and leverage executive relationships. + Experience with Sandler, Challenger, Powerbase Selling methodology or similar Sales methodology + Superior negotiation, written and verbal communication skills + Up to 50% travel **Equal Opportunity Employer: ** UKG is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws. View The EEO Know Your Rights poster (************************************************************************************************** and its **supplement** . UKG participates in E-Verify. View the E-Verify posters here (******************************************************************************************** . It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. **Disability Accommodation in the Application and Interview Process:** For individuals with disabilities that need additional assistance at any point in the application and interview process, please email ****************** . **Pay Transparency:** The base salary range for this position is $170,000 annually; however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for commissions and restricted stock unit awards as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at *************************** It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.

Job Description Ardurra is looking to hire an experienced Water/Wastewater Client Services Manager to join our team in our Columbia, SC office. Our innovative water and wastewater engineers collaborate closely with clients to plan, design, permit, and construct systems that address their needs comprehensively. This approach allows our clients to make smarter investments, resulting in lower life cycle costs and additional benefits. As a recognized leader in the Southeast water industry, our projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse, wastewater, and stormwater management. We have the capability to support projects of all sizes within a flexible and innovative team environment. Primary Function The Client Service Manager will focus on supporting a mix of established clients, new business growth, project delivery, and mentoring of engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand our South Carolina water business group. Essential Functions of the Job: Develop innovative solutions to add value to our clients that differentiate Ardurra from competitors Responsible for marketing to existing clients through project performance, expanding the scope of existing contracts, and identifying new project opportunities Responsible for delivering service to the client and for client relations Conduct monthly project reviews with the project client and/or principal in charge, and seek periodic guidance Manage multiple design consultants to complete detailed and permitted construction plans During project startup understand the client's critical success factors and prepare an effective project management plan Responsible for project administration in the project management system (including accurately placing the project setup information) Responsible for making sure that all team members understand their role on the project, the task/s that need to be accomplished, along with the schedule and budget for the tasks Be available to team members to mentor junior staff and consult with the principal in charge for guidance During project execution, monitor the progress of the scope, budget, schedule, and quality/performance Provide project team leadership and be accountable for technical, financial and schedule delivery excellence Responsible and accountable for all aspects of the project from initiation through closeout Responsible for risk management and proactive change management Responsible for prompt invoicing and collection Education and Experience Requirements: Bachelor's degree in Engineering required Professional Engineer preferred At least ten (10) years of experience Why Ardurra? While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation. NOTICE TO THIRD PARTY AGENCIES: Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We're not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates. #LI-HM1

Ardurra is looking to hire an experienced Water/Wastewater Client Services Manager to join our team in our Columbia, SC office. Our innovative water and wastewater engineers collaborate closely with clients to plan, design, permit, and construct systems that address their needs comprehensively. This approach allows our clients to make smarter investments, resulting in lower life cycle costs and additional benefits. As a recognized leader in the Southeast water industry, our projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse, wastewater, and stormwater management. We have the capability to support projects of all sizes within a flexible and innovative team environment. Primary Function The Client Service Manager will focus on supporting a mix of established clients, new business growth, project delivery, and mentoring of engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand our South Carolina water business group. Essential Functions of the Job: Develop innovative solutions to add value to our clients that differentiate Ardurra from competitors Responsible for marketing to existing clients through project performance, expanding the scope of existing contracts, and identifying new project opportunities Responsible for delivering service to the client and for client relations Conduct monthly project reviews with the project client and/or principal in charge, and seek periodic guidance Manage multiple design consultants to complete detailed and permitted construction plans During project startup understand the client's critical success factors and prepare an effective project management plan Responsible for project administration in the project management system (including accurately placing the project setup information) Responsible for making sure that all team members understand their role on the project, the task/s that need to be accomplished, along with the schedule and budget for the tasks Be available to team members to mentor junior staff and consult with the principal in charge for guidance During project execution, monitor the progress of the scope, budget, schedule, and quality/performance Provide project team leadership and be accountable for technical, financial and schedule delivery excellence Responsible and accountable for all aspects of the project from initiation through closeout Responsible for risk management and proactive change management Responsible for prompt invoicing and collection Education and Experience Requirements: Bachelor's degree in Engineering required Professional Engineer preferred At least ten (10) years of experience Why Ardurra? While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home. Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation. NOTICE TO THIRD PARTY AGENCIES: Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We're not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates. #LI-HM1

Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customers successfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention. This is a full-time position and reports directly to the Manager, Customer Success. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools **_Key Metrics for Success_** + **First-Year Retention Rate:** Percentage of clients retained through their first renewal date + **Renewal Rate:** Percentage of clients renewing beyond their first year + **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year **_Education Requirement_** Bachelor's degree and/or combination of equivalent work experience preferred. **_Required Experience, Knowledge and Skills_** + 2+ years of experience in sales, account management, or customer support for SaaS-based software + Proficiency in Microsoft Office (Word, Excel, PowerPoint) + Ability to quickly learn and apply SaaS products + Basic knowledge of the construction industry, or the ability to learn it quickly + Strong personal integrity and accountability for outcomes + Excellent written and verbal communication skills + Strong relationship-building and customer-focused approach + Ability to coach customers on best practices and identify pain points and solutions + Empathetic mindset with a focus on supporting small business growth and customer success **_Preferred Experience, Knowledge, and Skills_** + Experience working in a SaaS environment + Experience with CRM or order management systems + Bilingual (English/Spanish) preferred **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $50,000-$60,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** \#LI-Remote \#LI-SB1 \#DE-Remote \#DE-2026-23

WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? * Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries * Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation. * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects assigned. * Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment * Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries * Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly * Flexible and willing to perform other tasks as assigned * Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations * Ability adapt to changing scalable environment and willing to take on new initiatives and strategies * Travel as needed * Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline. * Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off * Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained. * Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised * Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution * Maintain excellent working relationships with both internal and external partners * Adhere to any other requirements requested of the role not listed WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10 years of mortgage or banking experience * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and reporting * 5 years of experience working with high-net worth clients * Excellent leadership and written and verbal communication skills * Proficiency with excel, word, power point and Adobe *Additional Qualifications* * Experience with Black Knight Mortgage Servicing Package systems and products highly preferred * Strong organizational, research, analytical and problem solving skills * Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting * Good verbal and written communication skills * High attention to detail * A problem solver and critical thinker * Ability to handle multiple projects at the same time while prioritizing client escalations * Client obsessed self-starter with a friendly positive personality that can be firm when needed *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Job DescriptionSalary: About BPS At BPS, we believe that strong relationships are the foundation of exceptional client service. For more than 30 years, we've partnered with businesses and individuals to help them navigate complex financial landscapes with confidence. As one of the Southeast's leading accounting and consulting firms, were committed to delivering smart, personalized solutions while fostering a collaborative, growth-minded environment for our team. Position Summary: The CAS (Client Accounting Services) Leader / Manager at BPS will be responsible for building, leading, and growing our Client Accounting Services practice. This role is ideal for a strategic, service-oriented professional who excels at delivering high-quality outsourced accounting solutions and developing strong client relationships. Youll work with a diverse client base ranging from entrepreneurial businesses to established organizations, helping them achieve their goals through timely, insightful financial information and guidance. This leader will be based on site at the Columbia, South Carolina location. Key Responsibilities: Lead and manage the CAS practice, including service delivery, client engagement, team development, and operational excellence Serve as primary advisor for CAS clients, ensuring their accounting needs are met with accuracy, efficiency, and proactive insights Provide clients with financial insights, including dashboards, cash flow analysis, and business performance reporting Oversee monthly, quarterly, and annual accounting processes including financial statement preparation, reconciliations, payroll processing, sales tax filings, budgeting, and other compliance requirements Design and implement workflows and best practices for the CAS team, including effective use of technology to deliver scalable, high-quality service Collaborate with firm leadership to set goals for the practice, including revenue targets, client onboarding, and process improvements Train, coach, and mentor staff, promoting a culture of learning, accountability, and client-first service Identify opportunities to expand relationships with existing clients and develop new client relationships through networking and business development Partner with other service lines (tax, audit, consulting) to deliver integrated solutions Qualifications: Bachelors degree in Accounting, Finance, or related field required; CPA is required for this position 8-10 years of progressive accounting experience, including managing outsourced accounting engagements Prior experience leading teams or supervising staff in a client-service environment Deep knowledge of GAAP, general ledger accounting, financial reporting, and applicable compliance requirements Strong technology orientation and familiarity with modern accounting platforms (e.g., QuickBooks Online, Bill.com, Sage Intacct, Xero, etc.) Excellent communication and relationship-building skills; able to translate complex financial concepts into client-friendly language Proactive, solutions-focused mindset with process improvement and innovation experience Strong organizational skills with the ability to manage multiple clients and deadlines Why Join BPS? Competitive Compensation & Benefits: Enjoy a competitive compensation package, including performance-based incentives and comprehensive benefits. Supportive & Collaborative Culture: Thrive in a supportive environment with ample resources and leadership backing to ensure your success. Professional Growth & Impact: Seize opportunities for professional growth and make a significant impact on the firm's strategic direction.

Redis Marketing internally develops each employee on a day-to-day basis. We focus on mentoring, training, and developing each and every one of our employees through an accelerated growth process. Redis is an in-store marketing company that represents the leaders in home entertainment inside the largest retailers in the world. We are passionate about delivering quality and results. Job Description Do you have a knack for communicating issues with important stakeholders? How about discussing products with customers? If the answer is yes, then our Entry-level Customer Account Manager is a match. We create an environment that highlights your ability to find solutions for our clients and customers. In the Entry-level Customer Account Manager role , you will be responsible for supporting customer accounts for a major telecommunications client throughout the Columbia area. The Entry-level Customer Account Manager will teach, train, and mentor other employees. A Corporate Trainer is a leader within our organization that possesses organizational skills and a positive attitude to help others succeed. The goal is to promote efficiency and competitive advantage by developing the skills of personnel. Responsibilities: Set-up and execute in-store marketing campaigns. Work closely with the sales team on program development and implementation Utilize strong leadership skills to build a high performance, cross-functional team environment. Coach, train, and develop others for the overall success of the team. Keep up to date with client promotions. Manage customer acquisition and retention by effectively training team members to represent our client compliantly in-store. Qualifications 1+ year of leadership experience Bachelor's Degree preferred (High School Diploma accepted) Self-motivated Strong relationship-building skills Excellent verbal and written communication The ability to delegate tasks Work efficiently and effectively, both independently and as a team Additional Information AT&T Authorized Dealer

Remote **The Strategic Account Manager (SAM) serves as the trusted, primary interface with key customers, including U.S. Department of Defense agencies, prime contractors, and other strategic accounts. The SAM builds deep, long-term relationships and ensures customer needs are translated into executable internal commitments that drive satisfaction and growth.** **This role is critical to improving customer intimacy, eliminating fractured customer interactions, and creating a unified, customer-focused engagement model. The SAM anticipates customer needs, captures demand signals, influences requirements, and ensures the organization delivers on its commitments.** Role is remote with travel required to customer locations as needed. **Key Accountabilities** + Capture demand signals and forecasts to inform pipeline and resource planning. + Shape requirements and influence specifications during early engagement. + Lead customer Q&A, pricing discussions, and proposal clarifications in partnership with Proposal and Pricing teams. + Serve as primary escalation point of contact for assigned accounts. + Partner with Program Managers to balance customer commitments with delivery feasibility. + Act as the "voice of the customer" across the organization, advocating for needs while balancing business interests. + Track, report, and continuously improve account performance, including revenue, profitability, customer satisfaction, and contract execution. **Core Competencies & Skills** + Relationship and trust building in defense environments. + Customer advocacy and negotiation skills. + Strategic account planning and growth mindset. + Commercial and technical fluency to bridge customer and internal teams. + Risk awareness and anticipation of customer or delivery challenges. **Critical Behaviors** + Prioritizes customer intimacy while protecting company interests. + Anticipates and surfaces customer needs/issues before they escalate. + Partners cross-functionally with Program Management, Operations, Engineering, and Contracts. + Communicates clearly and transparently with both customers and internal stakeholders. + Operates with integrity and ensures compliance with FAR/DFARS, ITAR, and all applicable government contracting requirements. **Success Measures** + Forecast accuracy within ±10% of assigned customers. + ≥90% customer satisfaction score in account-specific surveys. + Zero "surprise escalations" not pre-flagged to leadership. + Growth in share of wallet or follow-on awards within 2 years. + On-time delivery (OTD) performance for assigned accounts. **Qualifications** **Must-Have** + Bachelor's degree in business, engineering, or related field. + 8+ years of proven experience in account management, business development, or related role within the defense or aerospace industry. + Demonstrated success managing relationships with U.S. Department of Defense agencies and/or prime contractors. + Strong understanding of the U.S. defense acquisition process, contracting vehicles, and regulatory requirements (FAR/DFARS, ITAR). + Exceptional interpersonal and communication skills, with the ability to build trust and influence across multiple levels. **Preferred** + Master's degree in business, engineering, or related field. + Experience with complex capture strategies, early requirement shaping, and multi-year account planning. + Familiarity with CRM systems and pipeline forecasting tools. + Track record of delivering account growth (expansions, follow-on awards, or increased share of wallet). **Compliance & Culture** + Ensure all customer engagements and transactions comply with applicable regulations, including ITAR, FAR/DFARS, and other U.S. government contracting requirements. + Maintain the highest standards of ethical conduct and integrity in all dealings with customers and partners. + Actively model and reinforce Ralliant/PacSci EMC cultural attributes: _We Win as One Team, We Unlock Growth, We Deliver with Discipline, and We Learn by Doing._ \#LI-RG1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. **About PacSci EMC** Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ******************************************** We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Bonus or Equity** This position is also eligible for bonus as part of the total compensation package. **Pay Range** The salary range for this position (in local currency) is 126,700.00 - 235,300.00 **Is this role subject to ITAR?** The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.

**"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:** Key Account Client Success Manager **Payroll Title:** Client Success Manager - Key **Division & Department:** Enterprise Client Success **Status:** Full-Time Exempt **Reports to:** Manager, Client Success **Location:** Remote - Anywhere in the contiguous US **Compensation:** Anticipated compensation for this position is an OTE of $140-154k* split 80/20 between base/commissions. **Job Summary** The Key Account Client Success Manager is a high-impact, strategic role at the center of FranklinCovey's partnerships with our largest enterprise clients. You will steward complex, large-scale organizations in close collaboration with our Client Partners (sellers) and delivery/logistics teams, ensuring clients realize maximum value and measurable impact from FranklinCovey's content, technology, and services. You will lead clients from onboarding through multi-year engagement, acting as a strategic advisor to senior and executive stakeholders in HR, Talent, Learning, and various business units. Drawing on your learning and development expertise, business acumen, and data-driven insight, you will design and help clients execute enterprise-wide learning and behavior change strategies that drive adoption, performance improvement, and account growth. **Essential Job Functions** **Client Onboarding, Launch & Adoption** + Conduct discovery to confirm desired outcomes and understand the client's learning environment, learner profile, and timelines + Design and recommend learning solutions by aligning relevant content, technology, and services and clearly outlining compelling and feasible implementation strategies + Onboard new clients effectively, ensuring a smooth transition from sales and a rapid time to first value + Provide engaging orientation to the FranklinCovey partnership including All Access Pass subscription and related elements + Provide training, tools, templates, and guidance to support client launch, learner engagement, and stakeholder enablement. + Enable enterprise-scale adoption and change strategies that drive sustained behavior change across large, distributed populations. **Strategic Value Realization & Partnership** + Build strong, executive-caliber relationships focused on driving results and demonstrating value + Serve as a strategic thought partner for clients, responding to requests and proactively sharing best practices and insights + Facilitate discovery and solutioning to design implementation strategies for new or additional learning programs, audiences, and use cases + Conduct regular value reviews to review performance metrics, communicate impact, gather feedback, and identify opportunities for greater utilization and expansion + Use client data (utilization, engagement, outcomes) to provide strategic recommendations and inform "next best step" investments in content, audiences, and services. + Co-create and execute multi-year account plans with Client Partners, identifying new populations, sequencing initiatives, and shaping services that expand client impact and influence account growth. **Cross-Functional Collaboration, Logistics & Client Advocacy** + Coordinate closely with internal teams (sales, services, delivery/logistics, product, marketing, and tech support) and advocate for client needs and timely issue resolution + Partner with delivery/logistics teams to ensure large-scale, multi-region delivery plans are feasible, consistent, and aligned with client expectations. + Contribute to client and team success by sharing insights, learnings, and best practices internally + Support internal task force work to develop new client and learner engagement tools, templates, and processes + Inform product development prioritization by representing the client perspective and emerging needs. + Occasional travel for client and internal meetings (typically fewer than 6 times per year) **Performance Metrics** You will be measured on both client outcomes and account performance, including: 1. Subscription revenue retention 2. Services delivery 3. Client health score 4. Defined success plan 5. License utilization 6. Pulse and engagement 7. Adherence to the client engagement process In addition, you will influence account revenue forecasting and pipeline by providing timely insights on renewal, expansion, and risk across your portfolio. **Basic Qualifications** + 7+ years of experience in training and talent development at the organization or division level + 3+ years in a client-facing consulting role with executive/senior leaders and/or multiple stakeholders/workstreams + 3+ years of account or project/program management experience **Preferred Skills & Experience** + Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels, virtually and in person + Proven ability to influence renewal and expansion opportunities by identifying, validating, and positioning subscription or service growth + Demonstrated success driving behavior change or learning adoption at enterprise scale (e.g., large, multi-region or multi-business-unit audiences). + Strong project and program management skills; able to manage multiple strategic and tactical initiatives simultaneously while maintaining attention to detail + Proficient with Zoom, Teams, PowerPoint, and Outlook; comfortable with continuous learning of new technology and functionality + Client-centric approach with a passion for delivering exceptional service, measurable impact, and long-term partnerships + Knowledge of FranklinCovey content and familiarity with adult learning methodologies + Experience facilitating training programs in a corporate setting + Experience working in a subscription or SaaS environment; Customer Success certification (e.g., CCSM) or related field is a plus + Experience using Salesforce or other CRM software and SharePoint + Organizational development or HR experience/credentials; coaching or consulting experience or certification; leadership experience (formal or significant cross-functional) + FranklinCovey client admin or facilitator experience; prior Sales or Customer Success Manager experience 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 range 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-CL1

SUMMARY: This role requires a results-driven and customer-focused Strategic Account Manager with deep experience in the Boiler industry to manage and grow key client relationships. This individual will play a critical role in driving revenue growth, delivering value-added solutions, and aligning customer needs with our strategic Boiler offerings - including equipment, service, and contracting solutions. The Strategic Account Manager will serve as a trusted advisor to high-value clients, ensuring long-term partnerships and consistent performance across large, complex accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Account Management: Own and manage a portfolio of strategic Boiler accounts. Act as the primary point of contact, ensuring customer satisfaction, retention, and growth. Strategic Planning: Develop, manage, and execute account plans that align with client goals and internal growth objectives. Identify long-term opportunities and coordinate resources to deliver Boiler solutions that add measurable value. Sales Execution: Lead the full sales cycle-including discovery, proposal development, pricing, negotiation, and close-while collaborating with cross-functional teams in engineering, service, and operations. Relationship Building: Cultivate executive-level relationships with key stakeholders. Serve as a trusted consultant and advocate for the customer within the organization. Industry Knowledge: Maintain deep knowledge of Boiler systems, building automation, energy efficiency solutions, and industry trends to identify new opportunities and educate clients on emerging technologies. Cross-Selling & Upselling: Identify opportunities to expand the scope of business across multiple offerings (e.g., service agreements, energy retrofits, equipment upgrades, digital solutions, heating solutions, and integrated security solutions). Forecasting & Reporting: Provide accurate sales forecasts and pipeline updates. Track account performance and prepare regular reports for leadership. Log sales calls. TEAMWORK: * Demonstrate and promote a spirit of cooperation and teamwork throughout the Company * Continually look for ways to improve our processes and ability to serve our customers effectively * Improve personal performance on a continual basis CUSTOMER SERVICE: * Provide responsive, professional and diplomatic customer service * Answer customer calls and correspondence quickly and pleasantly * Communicate with customers in a friendly, professional, and patient manner * Perform all duties with the goal of building and maintaining long-term customer relationships * Immediately address any customer's concern and requests the involvement of other Company personnel as required SAFETY: * Follow all company safety programs and report any non-compliance to your Supervisor * Notify Supervisor or Safety Manager of any unsafe conditions SUPERVISORY RESPONSIBILITIES: None. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE: Associate's degree required; Bachelor's degree preferred; Minimum 3 years of trade industry sales experience and/or boiler industry knowledge required. Proven success managing large or enterprise accounts. COMPUTER SKILLS: MS Office, Salesforce, NetSuite CERTIFICATES, LICENSES, REGISTRATIONS: Driver's License, proof of insurance LANGUAGE SKILLS: Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public. MATHEMATICAL SKILLS: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to use hands to operate computer keyboard, and telephone and effectively communicate with others. The associate frequently is required to sit and reach with hands and arms. The associate is occasionally required to stand; walk; and stoop or kneel. The associate must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position works in a typical office environment, with occasional visits to other offices, plants, and jobsites. During these travel situations, the associate is occasionally exposed to wet and/or humid conditions, fumes or airborne particles, toxic or caustic chemicals, extreme heat, and vibration. The noise level in the work environment is usually moderate. OTHER REQUIREMENTS: * Ability to pass drug screening * Ability to prove US employment eligibility

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. 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** This exciting role will be a fit for a person who naturally has a desire to help and assist others in being successful, the role will be focused on managing a portfolio of new clients in their first 6 months as a customer of the bank. You goal will be to grow spend volume and revenue above existing benchmark to maximize the return we see from each new customer. Responsibilities include training new customers on products and technology platforms, monitoring customer spends and behaviors for ongoing management and intervention to improve performance, working with various departments to source solutions to client assistance issues, work closely with sales team to strategies on non-responsive programs. **Responsibilities Summary:** + Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance + Build strong partnerships and alignment with internal stakeholders + Develops strategic client plans + Maintain organized pipeline within client management platform + Be able to learn technology platforms and be competent in training others in using it + Have a comfort in being able to meet a performance/ revenue goal **Basic qualifications** + Bachelor's degree, or equivalent work experience + Seven to ten years of client support, Relationship management or sales experience **Preferred Skills/Experience** + Are currently in sales or have a desire and skill set suited for a sales role + Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate referrals + Strong sales, relationship management and business development abilities + Knowledge of Credit Card or Commercial card products and services + Broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to expand relationships and sales of bank's products + Strong analytical and problem-solving skills Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationship. + Well-developed written communication and verbal presentation skills is a must. **_The role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week_** 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: $86,360.00 - $101,600.00 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.**