Customer success manager jobs in Fort Myers, FL - 137 jobs

**Customer Success Manager - Mid-level Accounts** We are looking for a skilled professional who will ensure their customer's success with Fluke Digital System's (FDS) eMaint computerized maintenance management software (CMMS) product offering. Our products and services are successful in part because they are very effective but also because of our commitment to providing an exceptional customer experience. The successful candidate in this role will be passionate about engaging customers to provide proactive strategic guidance and expand FDS' business and product offering with customers. The FDS work environment is agile where there are daily standups and constant communication within each self-managed cross functional team. The ability to communicate effectively with the Professional Services Team and Helpdesk Support team, along with all other department leads is key to the success of the role. **Responsibilities:** + Establish a trusted advisor relationship that works to ensure we are meeting and/or exceeding customer's expectation with our product + Maintain high customer satisfaction ratings, per company standards + Prioritizing and driving resolution on escalated customer issues - You are the Quarterback + Own overall relationship with assigned clients, which include: Increasing adoption, ensuring retention and growing revenue + In-depth understanding of clients and their business needs/goals allowing you to identify and develop upsell opportunities, and preserve recurring revenue + Recommend appropriate service and pricing structure and generate proposals and contracts + Developing success plans for customers that outline their critical success and growth factors + Works successfully with all levels of the organization internally and partners externally + Manage the orchestration of dynamic and/or mission critical projects involving multiple internal and external stakeholders over extended time periods + Lead Executive Business Reviews for top accounts + Facilitate on-site client engagements on an as needed basis **Qualifications:** + B.A. or B.S. degree preferred or equivalent experience + 2+ years of related experience + Comprehensive understanding of pipeline revenue, forecasted revenue, and sales cycle revenue management with the ability to meet deadlines + Proven ability to drive continuous value of products + Previous SaaS experience is a plus + Experience upselling to existing customers + Proven interpersonal management skills and exceptional business acumen + Attention to detail, strong organizational skills, and an absolute focus on quality of work **_About Fluke:_** _Fluke Corporation is the world leader in the manufacture, distribution and service of electronic test tools and software. We are a dynamic market leader with sound financial health. The Fluke brand has a reputation for portability, ruggedness, safety, ease of use and rigid standards of quality. A wholly owned subsidiary of Fortive Corporation (_ _**************** _), Fluke is a multi-national corporation headquartered in the greater Seattle area. We offer an entrepreneurial environment that is team-centered, customer-driven, quality-focused, and growth-oriented. It is driven by the phenomenally successful Fortive Business System. Working at Fluke gives you access to a robust career development process and challenging, "stretch" opportunities._ **_About Fortive:_** _Fortive is a diversified industrial growth company comprised of global businesses that are recognized leaders in attractive markets. With more than $6 billion in annual revenues, Fortive's well-known brands hold leading positions in field instrumentation, transportation, sensing, product realization, automation and specialty, and franchise distribution._ _Fortive is headquartered in Everett, Washington and employs a team of more than 24,000 research and development, manufacturing, sales, distribution, service and administrative employees in more than 40 countries around the world. Our team grows by tackling challenges that accelerate progress and further their careers. With a culture rooted in continuous improvement, the core of our company's operating model is the Fortive Business System. For more information please visit:_ *************** (***************************************************** OnlyFrame.jsf) _._ **Fortive Corporation Overview** Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to advanced technologies that help providers focus on exceptional patient care. We are a diverse team 10,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact. At Fortive, we believe in you. We believe in your potential-your ability to learn, grow, and make a difference. At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone. At Fortive, we believe in growth. We're honest about what's working and what isn't, and we never stop improving and innovating. Fortive: For you, for us, for growth. **About Fluke** Fluke is leading the world in creating software, test tools and technology that will support customers today and in the future. We are a customer-obsessed market leader with a strong reputation for reliability, quality and safety.A wholly owned subsidiary of Fortive Corporation (***************), Fluke is a global corporation headquartered in the greater Seattle area. Driven by the successful Fortive Business System, Fluke offers the passion of a startup with the resources of a Fortune 500 company. We are focused on the growth of our individual employees, teams and the Fluke brand. We Are an Equal Opportunity Employer. Fortive Corporation and all Fortive 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. Fortive and all Fortive 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@fortive.com. **Pay Range** The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 75700 - 126400 The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 75700 - 126400 We are an Equal Opportunity Employer Fortive Corporation and all Fortive 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. Fortive and all Fortive 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@fortive.com.

The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular client or multiple clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor. Your Impact: Strategic : The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals. Operational : The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction. Marketing/Business Development : The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships. Management/Leadership : The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff. Here's What You'll Need: Must be a Registered Architect in the State. Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes. Must have prior K12 and/or Higher Education experience to be considered.

Job Description Ardurra's 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 Florida and the Southeast's water industry, Ardurra's projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse and wastewater management. The Client Management team plays a vital role as a trusted advisor to long-time existing clients and new clients. This highly strategic position is ideal for someone who takes pride in exceptional client service, innovation, and collaboration. Primary Function The Client Service Manager will focus on new client business growth, project delivery leadership, building a talented team and mentoring the engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand Ardurra's greater Fort Myers area business. The role will have the opportunity for leadership in one of, if not the fastest growing water engineering firms in the country. Primary Duties Establish, nurture, and maintain strong relationships with both clients and staff Present solutions and outcomes to client and internal stakeholders Establish innovation and solutions through inquisitive-minded client engagement and listening skills Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities Collaborate and develop relationships with external strategic partners Support the delivery of water resources, water, and wastewater projects Education and Experience Requirements Bachelor's Degree in Civil, Environmental, Mechanical or Chemical Engineering from an ABET accredited college is required Minimum of 8 years' progressive experience required designing and delivering projects in the (relevant) market sector Experience in managing production and treatment projects as well and/or experience performing design and construction management Advanced understanding of principles and state regulations is required Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously Ability to effectively communicate both verbally and in writing 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-BC1

Ardurra's 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 Florida and the Southeast's water industry, Ardurra's projects encompass treatment and infrastructure initiatives for municipal and institutional clients. Our work ranges from drinking water supply to water reuse and wastewater management. The Client Management team plays a vital role as a trusted advisor to long-time existing clients and new clients. This highly strategic position is ideal for someone who takes pride in exceptional client service, innovation, and collaboration. Primary Function The Client Service Manager will focus on new client business growth, project delivery leadership, building a talented team and mentoring the engineering staff. The position will collaborate with regional and national water/wastewater engineering expertise to share resources and leverage capabilities to expand Ardurra's greater Fort Myers area business. The role will have the opportunity for leadership in one of, if not the fastest growing water engineering firms in the country. Primary Duties Establish, nurture, and maintain strong relationships with both clients and staff Present solutions and outcomes to client and internal stakeholders Establish innovation and solutions through inquisitive-minded client engagement and listening skills Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities Collaborate and develop relationships with external strategic partners Support the delivery of water resources, water, and wastewater projects Education and Experience Requirements Bachelor's Degree in Civil, Environmental, Mechanical or Chemical Engineering from an ABET accredited college is required Minimum of 8 years' progressive experience required designing and delivering projects in the (relevant) market sector Experience in managing production and treatment projects as well and/or experience performing design and construction management Advanced understanding of principles and state regulations is required Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously Ability to effectively communicate both verbally and in writing 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-BC1

Job Description Come Grow With Us! State Insurance USA, with locations in Fort Myers and Estero, is growing our team! We have an opportunity for someone like you to be our new Full Time Client Care Representative for our Commercial Department. You have a passion for helping others and you put that into practice by providing guidance and support to clients so their needs are satisfied. You have excellent attention to detail and enjoy the creative challenge of problem solving to ensure client satisfaction and retention. As our Client Care Representative, you bring your customer service experience in order to build rapport with clients, and are committed to pursuing continuing education to stay on the forefront of insurance industry trends. If you have a friendly disposition and professional demeanor, apply to join our excellent team today! Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Disability Insurance Hands on Training Mon-Fri Schedule Career Growth Opportunities IRA Paid Holidays Appreciation lunches Fun team building events Weekly Team Meetings Family Focused Community Involvement Collaborative Environment Business Attire Life Insurance Responsibilities Each interaction is an opportunity for you to educate and advise clients. Utilize exemplary attention to detail to provide insurance documentation, update client information, and assist with payments. Use skills to assist with policy changes. Utilize negotiation skills to overcome objections. Answer client questions, problem solve, and follow up with quality rapport building talents. Requirements 1+ years Customer Service experience. Professional Phone Skills essential. Willing to obtain 4-40 Florida Property & Casualty License. Licensing assistance provided. Strong computer and technical skills, including Microsoft Office Suite and Agency Management software proficiency. A team player with a positive attitude and professional demeanor. The ability to prioritize work flow and effectively multitask.

What you will do: * Build, develop and manage relationships with existing clients ranging from senior C-level executives to more junior professionals across various business functions and companies * Regularly meet and engage with clients virtually to understand their business priorities, and recommend a program of action that drives high value, client retention, and client return of investment * Onboard new clients introducing their purchased Gartner services and capabilities * Collaborate with internal Gartner colleagues to maximize the value Gartner delivers to clients What you will need: * 3+ years relevant professional and/or internship experience * Strong customer service, communication, collaboration, prioritization, critical thinking and influencing skills * Bachelor's degree preferred What you will get: * Competitive salary, generous paid time off policy, charity match program, Medical, Dental & Vision Plans, Parental Leave, Employee Assistance Program (EAP), 401K matching and more! * Collaborative, team-oriented culture that embraces diversity * Professional development and unlimited growth opportunities #LI-PK1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 70,000 USD - 102,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at ***************** or by sending an email to ApplicantAccommodations@gartner.com. Job Requisition ID:85703 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ************************************************* For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

eDist is a fast-growing Platform-as-a-Service (PaaS) company that helps B2B organizations buy, sell, and support subscription software and companion hardware at scale. We're on the verge of launching the newest release of our PaaS, which will unlock powerful new capabilities for our existing partner ecosystem and attract many new partners and vendors. This next chapter includes expanding our platform, entering new verticals, and preparing the organization for future global growth and pre-IPO readiness. Historically known as the leading value-added distributor in speech recognition and healthcare (including Dragon solutions and companion hardware like professional microphones), we now operate as a modern revenue platform-supporting VARs, corporate resellers, referral partners, and direct customers across the U.S., Canada, and the Caribbean. With distribution centers in New Jersey and Canada, we combine strong operational execution with high-touch professional services such as training, implementation, project management, and advanced technical support. eDist is a stable, well-funded, non-seasonal growth company headquartered in Bonita Springs, Florida, where teams work onsite, collaborate closely with all locations, and enjoy doing meaningful work with top healthcare B2B brands. We are looking for great people who can grow their careers in our quickly expanding company and look to promote from within the eDist Pro Services Client Success Team. Job Summary Trainers deliver high-quality, engaging training experiences for clients using AI software solutions. This role combines product expertise, technical troubleshooting, workflow optimization, and customer service to ensure smooth onboarding and long-term user success. Trainers serve as trusted advisors throughout implementations, upgrades, and ongoing use of our solutions. They deliver training in multiple formats (on-site, virtual, one-on-one, or classroom), provide first-tier technical support, document workflows, and help clients adopt efficient, effective practices. Our goal is to deliver exceptional client outcomes and maintain a 98% satisfaction rating. Key Responsibilities Training & Support * Facilitate engaging training sessions on-site or remotely, in group or individual formats, using adult learning and instructional best practices. * Guide clients through new implementations and upgrade processes, ensuring smooth adoption and configuration. * Assess, document, and optimize workflows using Dragon speech recognition within applications such as EHRs, Microsoft Word, and Outlook. * Provide first-tier technical support to diagnose and resolve product, configuration, or workflow issues via phone, web, or email. * Support clients with basic product installations, initial setup, and system readiness checks. Documentation & Reporting * Record training activities, client feedback, workflow guidance, and support interactions in HubSpot or other internal systems. * Track client progress, challenges, and successes for follow-up, reporting, and continuous improvement. * Maintain accurate documentation of utilization, support cases, and client deliverables. Collaboration & Continuous Improvement * Collaborate with team members to ensure consistent, high-quality delivery and shared best practices. * Provide client insights, workflow recommendations, and product feedback to the Training Manager. * Assist with internal product training, light project management tasks, or team initiatives as needed. * Identify and refer opportunities for additional services or products to the sales team. * Stay current on product updates, trends, workflow changes, and required certifications. * Follow company travel guidelines and expectations for on-site training engagements. Required Qualifications * 1-3 years of experience in training, technical support, customer service, education, or a related role. * Strong communication and presentation skills across virtual and in-person settings. * Comfort learning new technologies and explaining technical concepts in user-friendly terms. * Experience with Microsoft Office applications (Word, Outlook, Teams, etc.). * Strong problem-solving skills with the ability to troubleshoot basic technical issues. * Ability to travel for on-site training engagements as needed. * High attention to detail and strong documentation habits. Preferred Qualifications * Experience with Dragon speech recognition software or similar technologies. * Familiarity with EHR systems or workflows in clinical environments. * Experience using a CRM (HubSpot preferred). * Background in adult learning, instructional design, project coordination, or SaaS onboarding. Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible spending account * Health insurance * Life insurance * Paid time off * Vision insurance

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture #LI-NS1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

**Introduction** A career in IBM Software means you'll be part of a team that transforms our customer's challenges into industry-leading solutions. We are an infinitely curious team, always seeking new possibilities, and dedicated to creating the world's leading AI-powered, cloud-native software solutions. Our renowned legacy creates endless global opportunities for our network of IBMers. We are a team of deep product experts, ensuring exceptional client experiences, with a focus on delivery, excellence, and obsession over customer outcomes. This position involves contributing to HashiCorp's offerings, now part of IBM, which empower organizations to automate and secure multi-cloud and hybrid environments. You will join a team managing the lifecycle of infrastructure and security, enhancing IBM's cloud solutions to ensure enterprises achieve efficiency, security, and scalability in their cloud journey. **Your role and responsibilities** Strategic Account Manager is an outside sales position responsible for developing, managing, and closing business within accounts in our Strategic Accounts segment. The role is responsible for driving the sales cycle from prospect to close, selling the complete HashiCorp software suite to named key accounts and ensuring adoption and consumption of our solutions! HashiCorp's Go to Market strategy is described as ALEER, which stands for Adopt, Land, Expand, Extend, and Renew. The strategic accounts sales team is responsible for Landing new logos, Expanding the initial use case, Extending into new solutions, and Renewing existing contracts! ● Engage new and existing strategic enterprise accounts to demonstrate how they can be more successful with our technology portfolio ● Proactively and efficiently lead resources with dedicated teams, virtual teams, partners, and executive staff around sales opportunities to ensure successful outcomes ● Lead sophisticated enterprise sales campaigns with multiple prospect engagement points in Development, IT Operations, and Security Operations ● Align the overall HashiCorp solution to the customer's business needs, challenges, and technical requirements ● Execute solution and value selling to existing customer base and new prospects ● Articulate and evangelize the vision and positioning of both the company and products ● Build a healthy pipeline of revenue and new logos for your target accounts ● Accurately forecast business on a weekly cadence ● Accurately qualify opportunities based on MEDDPICC ● Effectively connect with management, legal and deal desk to ensure proper execution of documents and correct process and follow instructions or recommendations set by these teams and company management **Required technical and professional expertise** ● Experience in Security, Open Source software business models, proficiency in Cloud and Infrastructure software is a minimum requirement ● Extensive strategic sales and strategic customer development experience with a track record of closing enterprise deals ● Excellent operational discipline, crafting and completing quarterly and annual business plans and forecasting. ● Strong executive presence, interpersonal skills, and credibility ● Experience working for a high growth company where critical thinking and problem solving were required on daily basis to help contribute to significant business decisions ● Proven track record of consistently meeting or exceeding assigned annual/quarterly goals and targets ● Outstanding Salesforce and Clari hygiene along with proficiency using Gong, Outreach, Slack, and Tableau **Preferred technical and professional experience** . IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview We are seeking a Senior Client Service Manager to join our growing team! The ideal candidate is someone who is passionate about building relationships with clients, will collaborate with the team to achieve goals, constantly seek improvement, and will demonstrate the value Gallagher can provide. How you'll make an impact * Take a leadership role in the renewal process to ensure the best possible solutions are delivered to clients in high quality and timely manner. * Secure existing business and drive the sale of additional services and lines of coverage. * Nurture relationships with your clients * Conduct periodic audits to ensure compliance standards and service levels are met. * Maintain accurate client and policy data and documents within your Gallagher systems. * Use Gallagher's technology to improve productivity and quality. Skills for Success: * Previous commercial insurance knowledge and experience managing client relationships. * Ability and desire to deliver an exceptional client experience * Develop a professional rapport with internal and external partners * Utilize your resilient and adaptable mentality in the face of shifting priorities * Eagerness to collaborate with all Gallagher teams and employees About You Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. 1+ years supervisory experience. A Property and Casualty License is required. (2-20) Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. #LI-JC1 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: * Medical/dental/vision plans, which start from day one! * Life and accident insurance * 401(K) and Roth options * Tax-advantaged accounts (HSA, FSA) * Educational expense reimbursement * Paid parental leave Other benefits include: * Digital mental health services (Talkspace) * Flexible work hours (availability varies by office and job function) * Training programs * Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing * Charitable matching gift program * And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Benefits: 401(k) 401(k) matching Competitive salary Dental insurance Employee discounts Health insurance Opportunity for advancement Paid time off Vision insurance About Us: Serving South Florida since 2001, Designed Theatre Visions is a local company dedicated to bringing home entertainment and automation dreams to life. We create, install, and manage all systems alike that help make home tech smarter, safer, and more enjoyable. We also offer a range of low-voltage services to the commercial market. Job Description: Designed Theatre Visions is excited to welcome a warm, experienced Job Coordinator / Customer Service Manager to our team. We're looking for someone with a solid background in job coordination, customer service, and project management, ideally with over 5 years of experience. The right person will enjoy working independently, taking initiative, and solving problems efficiently. Excellent communication skills - written, verbal, and interpersonal - are essential for engaging effectively with team members, vendors, and customers. We value professionalism and a friendly approach in every interaction. Daily job duties include (but are not limited to) building out the schedule for DTV Technicians (min 1-week out, would like to get to 2-3 weeks out), scheduling with clients, review of all clocked time vs. time sheets vs. work orders, turning in service WOs for billing, assisting DTV Technicians with getting their parts in the morning, working with Procurement to make sure parts are all ready for the next day and upcoming projects, answering the phones (normal business hours and after hours), project coordination and project management, scheduling with construction trades (contractors, subcontractors, etc.), turning in closed projects for billing, scheduling with vendors, staying on top of Home Watch clients (departure/arrival), schedule Home Watch services accordingly, other tasks as assigned by your supervisor. Job Qualifications Required: Applicants NEED to have the following qualities and attributes: Must be extremely organized and able to coordinate all jobs. Must posses professional computer operation experience. Demonstrate proficiency in Microsoft Windows, Outlook, Excel, Word, Etc. We will be moving to a new ERM platform, this will be new to everyone. Must be capable of effectively communicating with staff and customers. Must posses professional job coordination and customer service skills. Must be reliable (on time), dependable (do anything), and hard working. Skills Required: Must demonstrate a strong desire to work in and contribute to a successful team environment. Must be self-motivated, as duties are often required to be performed without direct supervision. Must possess a professional work ethic and represent Designed Theatre Visions professionally. Must have a willingness to learn new concepts, methods, and technology constantly Must be energetic, independent, and able to handle a wide range of tasks. Must have excellent verbal and written communication skills. Other Requirements: Must have a clean criminal background Must pass a drug test (Drug Free Workplace) Must maintain a valid driver's license with a clean driving record at all times. Must have a clean and neat appearance at all times (we do have visitors on occasion). Must have reliable transportation to and from work; this is an in person position. Job Type: Full Time (some OT and some Weekend work is required) Work Location: In Person Direct Reports: None Education: High School or Equivalent (Required) Experience: 5+ years Job Coordinator / Customer Service Representative experience (Required) 3+ years Project Management experience (Highly Desired) Language: Bi-Lingual is a plus. Primary: English (Required) Secondary: Spanish (Highly Desired) License/Certifications: Drivers License (Required) Ability To Commute: Must be able to report daily to Fort Myers, FL 33912 (Required)

If you are currently an employee of Herc Rentals, please apply using this link: Herc Employee Career Portal Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2024 pro forma total revenues reaching approximately $5.1 billion. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximately 612 locations and has about 9,900 employees in North America as of September 30, 2025. Job Purpose The primary mission of the Assistant Manager, National Accounts is to supervise and provide leadership to the National Accounts staff and assist with any issues that arise. Ensures that the customer account specialist's best effort is expended on past dues to maximize cash and minimize Days Sales Outstanding "DSO". This position reports directly to the Manager, Customer Accounts - Strategic & Specialty with delegated duties such as training and mentoring teams tomeet and exceed departmental objectives and goals, handling escalated customer account issues, approving adjustments, KPI reporting, performance management and other duties as assigned by management. Solid B2B customer accounts experience is needed in order to provide the best level of customer service while identifying high risk accounts with cash flow issues. Excellent customer service, negotiation skills and attention to details arerequired to help promote long-term business relationships with our strategic customers and internal businesspartners. This customer base requires special handling and billing along with unique procedures to facilitate the payment cycle. What you will do... * Train, mentor, drive, and manage successful performance of customer accounts teams on all activities. * Maintain awareness of targets to meet/exceed these targets. * Provide and articulate receivables reporting analysis via Excel, Access, etc. * Utilize appropriate judgment in releasing/holding orders, processing adjustment disputes, resolving unapplied payments. * Escalate account issues, working closely with sales to ensure payment within terms as well as minimize any potential for bad debt. * Take proactive measures to address changes regarding financial position of customers. * Maintain relationships with Internal and External customers to drive efficiencies in processes. * Lead projects, process improvements, and other customer accounts related tasks as identified by management. Requirements * 6 Years of general business experience * 5 Years of B2B customer account experience * 3 Years Supervisory Experience Skills * Self-starter * Able to drive engagement amongst the team members * Ability to drive company/departmental Vision and Purpose * Track record of strong Team Leadership, Development, and Conflict Management * Exhibits Interpersonal and Organizational Savvy * Demonstrates self-awareness and the ability to think strategically * Strong Sense of Urgency and Customer Focus * Exhibits Resiliency and ability to function under pressure * Excellent Verbal and Written Communication * Strong Organizational and Time Management Skills * Flexible and Adaptable to an ever-changing and fast paced environment * Advanced Microsoft Excel and Word User * Professional Telephone Etiquette Req #: 66564 Pay Range: $75,000 - $80,000 Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role. Herc Rentals values its employees and provides excellent compensation and benefits packages which are not limited to the following. Keeping you healthy Medical, Dental, and Vision Coverage Life and disability insurance Flex spending and health savings accounts Virtual Health Visits 24 Hour Nurse Line Healthy Pregnancy Program Tobacco Cessation Program Weight Loss Program Building Your Financial Future 401(k) plan with company match Employee Stock Purchase Program Life & Work Harmony Paid Time Off (Holidays, Vacations, Sick Days) Paid parental leave. Military leave & support for those in the National Guard and Reserves Employee Assistance Program (EAP) Adoption Assistance Reimbursement Program Tuition Reimbursement Program Auto & Home Insurance Discounts Protecting You & Your Family Company Paid Life Insurance Supplemental Life Insurance Accidental Death & Dismemberment Insurance Company Paid Disability Insurance Supplemental Disability Insurance Group Legal Plan Critical Illness Insurance Accident Insurance Herc does not discriminate in employment based on the basis of race, creed, color, religion, sex, age, disability, national origin, marital status, sexual orientation, citizenship status, political affiliation, parental status, military service, or other non-merit factors.

Store - BONITA SPRINGS/ESTERO, FLDeliver a customer centric shopping experience by managing and delivering effective front-end operations and expectations. Lead the omnichannel processes. Maintain store recovery standards to deliver our Brand Promises. Deliver friendly customer service. Assist Store Manager in leading and managing adherence to Standard Operating Procedures (SOPs) and Company programs to ensure compliance with applicable laws and requirements; ensure execution of Company policies and standards; hold them accountable for store conditions and results Ensure all front end policies and procedures are followed; achieve your KPIs and manage your team to achieve their role KPIs Plan and lead the execution of class and in-store events in accordance with Company programs Lead the omnichannel processes Manage and execute shrink and safety programs Assist with cash reconciliation and bank deposits Assist with inventory processes to include Return to Vendor (RTV) and Advance Shipping Notice (ASN) activities as needed Assist with the onboarding of new Team Members Train, observe, and coach the customer experience team (sales floor and cashier) to achieve results; participate in the performance management process; support Talent Development of your team; utilize the leadership competencies for continued self-development Serve as Manager on Duty (MOD) Interacts with others in an accepting and respectful manner; remains positive and respectful, even in difficult situations; promotes commitment to the organization's vision and values; projects a positive image; and serves as a role model for others Acknowledge customers, help locate the product and provide solutions Participate in the truck unloading and stocking processes to ensure truck standards are followed and completed within budget Manage and execute the shrink and safety programs Cross train in Custom Framing selling and production In select stores that do not have a Framing Manager only, responsibilities also include: leading the delivery of high-quality custom framing solutions to our customers on time by planning and managing the completion of the framing workload in partnership with the Store Manager Other duties as assigned Preferred Knowledge/Skills/Abilities Preferred Type of experience the job requires: Retail management experience preferred Physical Requirements Work Environment Ability to remain standing for long periods of time Ability to move throughout the store Regular bending, lifting, carrying, reaching, and stretching Lifting heavy boxes and accessing high shelves by ladder or similar equipment If you need help performing these essential functions of the job, please contact your supervisor so that we may engage in the interactive process with you to determine if a reasonable accommodation is available. Public retail store setting taking care of our customers; all public areas are climate controlled; some stock rooms may not be climate controlled; some outdoor work if assigned to retrieve shopping carts or while unloading trucks; Frame shop contains glass cutter and heat press; work hours include nights, weekends and early mornings Applicants in the U.S. must satisfy federal, state, and local legal requirements of the job. At The Michaels Companies Inc., our purpose is to fuel the joy of creativity and celebration. As the leading destination for creating and celebrating in North America, we operate over 1,300 stores in 49 states and Canada and online at Michaels.com and Michaels.ca. The Michaels Companies, Inc. also owns Artistree, a manufacturer of custom and specialty framing merchandise. Founded in 1973 and headquartered in Irving, Texas, Michaels is the best place for all things creative. For more information, please visit ***************** At Michaels, we prioritize the wellbeing of our teams by providing robust benefits for both full-time and part-time Team Members. Our benefits include health insurance (medical, dental, and vision), paid time off, tuition assistance, generous employee discounts, and much more. For more information, visit ***************** Michaels is an Equal Opportunity Employer. We are here for all Team Members and all customers to create, innovate and be better together. Michaels is committed to the full inclusion of all qualified individuals. In keeping with this commitment, Michaels will assure that people with disabilities are provided reasonable accommodations. Accordingly, if a reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the job, and/or to receive all other benefits and privileges of employment, please contact Customer Care at ************** (1800-MICHAEL). EEOC Know Your Rights Poster in English EEOC Know Your Rights Poster in Spanish EEOC Poster Optimized for Screen Readers Federal FMLA Poster Federal EPPAC Poster

You're the best and you want to join a team that appreciates you, where you can create your own opportunities. Who We Are We keep on growing because we only hire the best, and our customers love us for it. We've been at this a long time here in Southwest Florida. You've probably seen our trucks and our ads. What you don't know is what it's like to be a part of a team like this. How much you feel appreciated when you don't cut corners. How much we inspire ongoing training and education. How it feels to have customers rave about you and demand that you're the only technician that works in their home. How much you can earn when you truly are the best. People often come to us looking for a job. They stay with us because they find a fulfilling career, room to grow, and opportunities to excel. Why Choose Powerhouse Home Services Competitive pay Medical Insurance - We offer Health, Vision, and Dental. Work life balance - We off paid time off. 401k Plan with a company match. PAID TRAINING The Big Task You will lead a staff of Call Center Representatives and Dispatchers who book and schedule service calls and do whatever is necessary to achieve department booked call and sales goals. Key Sub Tasks Lead and train staff on the best ways to convert calls into booked service appointments. Manage dispatch to ensure the right technicians are matched to every job. Author and refine call scripts so they're clear, compelling and result in more appointments. Become an expert of your market, know the customer needs and how best to engage them. Monitor performance of staff, review recorded calls and advise them on how to promote sales. Formalize a coaching and training platform that's cost effective and measurable. Show employees how their individual contributions matter to the company's success. Ensure sufficient staffing to match the business demand and seasonal spikes. Desired Skills and Experience Possess the ability to inspire both personal and professional growth in our team members. Ability to provide unparalleled customer satisfaction. Ability to drive team performance to achieve all business goals and objectives. Be detail oriented and a highly organized with good presentation skills and the ability to convey confident and decisive messages in a fast-paced and goal-driven environment. Be proficient using a computer and Microsoft Office applications (Excel, Word & PowerPoint). If you want to be part of something bigger than just a job - make this career move and find exactly what you're looking for. You will work in a place where you will be appreciated by your team and customers, and where your work has a direct effect on the success of the company. If this sounds like you, spend a little time learning about Powerhouse Home Services by visiting *********************** When you're ready, please email us at *************************** Equal Opportunity Employer

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

As the leading global type 1 diabetes (T1D) research and advocacy organization, Breakthrough T1D helps make everyday life with T1D better while driving toward cures. We invest in the most promising research to turn ideas into life-changing therapies and devices. We work with government, regulatory officials, and insurance companies to address issues that impact the T1D community -- breaking through barriers that limit access to care worldwide. We provide resources and guidance that makes it easier to live and thrive with T1D. This is more than a moment -- we're empowering a movement for the T1D community. Share your support and help educate and empower individuals facing type 1 diabetes. Our mission is to improve lives today and tomorrow by accelerating life changing breakthroughs to treat, prevent and ultimately, cure T1D and its complications. Always, we are guided by a single purpose: As we drive towards curing type 1 diabetes, we help make everyday life better for the people who face it. The Community Engagement Manager (CEM) is a dynamic leader who activates strategies designed to advance the organization's mission by expanding our reach into the community; managing volunteers to amplify programming across the territory's geography; and ensuring all territory activities are in alignment with organizational goals and guidelines. By building and activating the pipeline of newly diagnosed supporters and engaging healthcare providers (HCPs) to advance the distribution of Breakthrough T1D resources, the CEM supports revenue generation and growth of our supporter base. The CEM supports over 4M households and collaborates with over 25 HCPs. This individual is a high-impact, high-energy team player who can effectively bring the mission to life within the community through collaboration, cultivation, inspiration, and engagement. They will implement activities to support organizational strategies through their work to drive optimal results and actively demonstrate and promote enterprise-wide mindsets. As one of the top performing Territories in the country, the Florida Territory plays a vital role in the organization's success. The Florida territory has 19 staff, 6 Chapter Boards and 12 events collectively driving over $8 million in total net revenue. This position is on a hybrid work model (Naples office) 2 days a week in office and remotely in the field 3 days a week. Remote eligibility would be considered. The ideal candidate must reside in greater Naples, Palm Beach, Ft Lauderdale or Miami, FL. Spanish speaking is a plus. Key Responsibilities Acquisition, Activation & Engagement (40%) Build chapter and territory pipeline by acquiring new supporters through the Bag of Hope and Pack program, implemented according to national program guidelines Identify and manage opportunities for CE resource expansion across territory footprint, including enhancing the healthcare provider (HCP) strategy, which includes: Utilizing national CE dashboards to analyze data and uncover growth opportunities Acti on HCP leads to onboard new resource partners Build relationships with key HCP partners to market the CE program, disseminate resources, and support chapter activities, i.e. Community Summit speakers, Board representation, etc. Deliver consistent communication to HCPs Manage process with resource distribution partners to ensure implementation meets expectations and standards Responsible for achieving personal engagement and acquisition goals and support the overall achievement of goals in the broader territory. Identify, develop, and implement engagement opportunities to deepen support and activation of newly diagnosed families and individuals, T1D community members, healthcare providers, advocates, and other stakeholders across the territory geography, including: Ensuring connectivity of Bag of Hope/Pack recipients across all territory programs and activities Developing community-based small event strategy, and managing volunteers to execute the events, i.e., meet-ups, support groups, community breakfasts Partner with Institutional Fundraising to surface local grant resources to fund community engagement projects designed to deepen Elevate supporters with greater interest and/or capacity to specific revenue channels like P2P, Signature Events, and Philanthropic Engagement. Implement strategies to acquire and activate supporters in events throughout the territory that will help ensure fundraising and participation goals are met for current and future activities Evaluate chapter activities on a regular basis and seek ways to improve performance and fundraising success; support the cultivation activities of new supporters within the chapter footprint Volunteer Management (30%) Recruit, cultivate, and manage volunteer leaders that drive engagement and activation throughout the territory, including an active Outreach Ambassador Chair, Mission Information Volunteer and Advocacy Team Chair Provide training, resources, and communications to volunteers to effectively execute program. Ensure meaningful engagement of volunteers at all levels and engage in good working relationships with key volunteer partners. Partner with volunteer leadership to develop and implement strategic activities within the territory that will expand engagement and acquire new supporters and advocate; and develop volunteer leadership support Collaborate with CE peers across the organization for idea sharing and learning, and participate in national CE meetings, trainings, and working groups Awareness (20%) Support and maintain the vision, mission, and priorities of Breakthrough T1D. Understand and be able to articulate the strategic direction and purpose of the organization. Demonstrate an educated and enthusiastic understanding of Breakthrough T1D's mission and research therapeutics. Promote mission engagement opportunities throughout the community in the areas of research, advocacy, community engagement and clinical trials. Develop and implement community engagement, mission engagement and advocate recruitment strategies across assigned territories in alignment with national strategies, including the consistent implementation of: Breakthrough T1D Bag of Hope, Teen Pack and Adult Pack resources Outreach Volunteer Impact Initiative Breakthrough T1D Community Summit Advocate recruitment and engagement Mission information dissemination Develop and manage chapter CE communication, including engagement plans and volunteer updates, Plan and coordinate CE materials for committee meetings, healthcare provider meetings, networking/support group meet-ups, etc. Represent the interests, professionalism, and integrity of Breakthrough T1D in all activities and relationships through a commitment to organizational standards and leadership by personal example. Administration (10%) Maintain departmental and organization-wide policies and procedures Develop expertise in community engagement management platforms, as appropriate. Participate in monthly strategy meetings with Community Engagement and Strategic Alliances (CESA) program partners to monitor KPI progress, identify risks and opportunities, and take actions as appropriate to ensure success of program(s). Partner annually with CESA national program partner(s) to establish goals, metrics, and pipeline strategies specific to program and community engagement event portfolio and role. Respond to and follow through with inquiries, needs, complaints and/or issues in a prompt and courteous manner Qualifications 3-5 years of community building and engagement experience, with a clear record of achievement in a complex, mission-driven organization with engagement and activation responsibilities; experience working directly with large- and small-scale community events; healthcare based organization highly preferred. Strong relationship-building skills with demonstrated experience with organizing community initiatives and knowledge of fundraising through peer-to-peer and signature event activities. Experience partnering with strong and active volunteers, including working successfully with a large network of passionate volunteers. Demonstrate a high degree of energy, integrity, courage, empathy, and creativity. A team player who can achieve individual objectives and support those of the entire territory and chapter team(s). Proven ability to successfully maintain an extensive network of strategic relationships (volunteers, health care and community partners, etc.) in the local area. Existing knowledge and network of relationships in the territory preferred. Ability to be an enthusiastic spokesperson/representative of Breakthrough T1D's mission. Clear communicator with ability to inspire others to engage and support an organization's mission. Demonstrated ability to multi-task, establish priorities, and work in a fast-paced and dynamic environment. Highly efficient in time management and can meet deadlines under pressure. Ability to work and make judgments independently and take initiative. Well-disciplined and resourceful initiative-taker with active listening, analytical, and problem-solving skills. Proficient with MS Office and constituent management databases. College degree or equivalent combination of education and experience. Ability to travel within the territory. Evening and weekend work as needed. Occasional overnight travel. Essential Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools or controls. The employee is occasionally required to stand, walk, sit, reach with hands and arms, climb or balance, and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds, and infrequently up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate. Additional information: Requests for medical, religious, and other exemptions will be considered on an individual basis. Breakthrough T1D will comply with all federal, state, and local laws. Breakthrough T1D supports a diverse and inclusive workforce. Breakthrough T1D is an Equal Opportunity Employer. All your information will be kept confidential according to EEO guidelines.

About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for their business. They are responsible for onboarding clients, proving the concept of Gartner services, and stimulating client engagement of products that are used by large client teams. What you will do: Build, develop and manage relationships with a variety of clients ranging from senior C-levels to more junior client professions across various business functions ensuring they are successful in the utilization of their Gartner subscription, resulting in customer satisfaction, retention, and growth Introduce Gartner services and capabilities to new clients and communicate value to decision makers Facilitate client calls, understand client priorities, and recommend a program of action that drives high value and return of investment on their Gartner membership Collaborate with internal Gartner partners to overcome obstacles and maximize the value Gartner delivers to clients Conduct regular reviews of client book of business looking into performance and key client engagement metrics What you will need: 3+ years relevant professional and/or internship experience Proven track record of success fueled by a passion for delighting clients Strong communication, collaboration, prioritization, critical thinking, and influencing skills Bachelor's degree preferred What you will get: Competitive salary, generous paid time off policy, charity match program, Medical, Dental & Vision Plans, Parental Leave, Employee Assistance Program (EAP), 401K matching and more! Collaborative, team-oriented culture that embraces diversity Professional development and unlimited growth opportunities #LI-IP1 Who are we? At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here. What makes Gartner a great place to work? Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance. We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients. Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations. We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work. What do we offer? Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers. In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring. Ready to grow your career with Gartner? Join us. Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 70,000 USD - 101,000 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more. The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity. Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at ***************** or by sending an email to ApplicantAccommodations@gartner.com. Job Requisition ID:105490 By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence. Gartner Applicant Privacy Link: ************************************************* For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.

eDist is a fast-growing Platform-as-a-Service (PaaS) company that helps B2B organizations buy, sell, and support subscription software and companion hardware at scale. We're on the verge of launching the newest release of our PaaS, which will unlock powerful new capabilities for our existing partner ecosystem and attract many new partners and vendors. This next chapter includes expanding our platform, entering new verticals, and preparing the organization for future global growth and pre-IPO readiness. Historically known as the leading value-added distributor in speech recognition and healthcare (including Dragon solutions and companion hardware like professional microphones), we now operate as a modern revenue platform-supporting VARs, corporate resellers, referral partners, and direct customers across the U.S., Canada, and the Caribbean. With distribution centers in New Jersey and Canada, we combine strong operational execution with high-touch professional services such as training, implementation, project management, and advanced technical support. eDist is a stable, well-funded, non-seasonal growth company headquartered in Bonita Springs, Florida, where teams work onsite, collaborate closely with all locations, and enjoy doing meaningful work with top healthcare B2B brands. We are looking for great people who can grow their careers in our quickly expanding company and look to promote from within the eDist Pro Services Client Success Team. Job Summary Trainers deliver high-quality, engaging training experiences for clients using AI software solutions. This role combines product expertise, technical troubleshooting, workflow optimization, and customer service to ensure smooth onboarding and long-term user success. Trainers serve as trusted advisors throughout implementations, upgrades, and ongoing use of our solutions. They deliver training in multiple formats (on-site, virtual, one-on-one, or classroom), provide first-tier technical support, document workflows, and help clients adopt efficient, effective practices. Our goal is to deliver exceptional client outcomes and maintain a 98% satisfaction rating. Key Responsibilities Training & Support Facilitate engaging training sessions on-site or remotely, in group or individual formats, using adult learning and instructional best practices. Guide clients through new implementations and upgrade processes, ensuring smooth adoption and configuration. Assess, document, and optimize workflows using Dragon speech recognition within applications such as EHRs, Microsoft Word, and Outlook. Provide first-tier technical support to diagnose and resolve product, configuration, or workflow issues via phone, web, or email. Support clients with basic product installations, initial setup, and system readiness checks. Documentation & Reporting Record training activities, client feedback, workflow guidance, and support interactions in HubSpot or other internal systems. Track client progress, challenges, and successes for follow-up, reporting, and continuous improvement. Maintain accurate documentation of utilization, support cases, and client deliverables. Collaboration & Continuous Improvement Collaborate with team members to ensure consistent, high-quality delivery and shared best practices. Provide client insights, workflow recommendations, and product feedback to the Training Manager. Assist with internal product training, light project management tasks, or team initiatives as needed. Identify and refer opportunities for additional services or products to the sales team. Stay current on product updates, trends, workflow changes, and required certifications. Follow company travel guidelines and expectations for on-site training engagements. Required Qualifications 1-3 years of experience in training, technical support, customer service, education, or a related role. Strong communication and presentation skills across virtual and in-person settings. Comfort learning new technologies and explaining technical concepts in user-friendly terms. Experience with Microsoft Office applications (Word, Outlook, Teams, etc.). Strong problem-solving skills with the ability to troubleshoot basic technical issues. Ability to travel for on-site training engagements as needed. High attention to detail and strong documentation habits. Preferred Qualifications Experience with Dragon speech recognition software or similar technologies. Familiarity with EHR systems or workflows in clinical environments. Experience using a CRM (HubSpot preferred). Background in adult learning, instructional design, project coordination, or SaaS onboarding. Benefits: 401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance JOB CODE: 1000151