Multi-Specialty Account Manager - Jersey City, NJ
Customer success manager job in Jersey City, NJ
Territory: Jersey City, NJ - Multi-Specialty
Target city for territory is Jersey City - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Morristown, Edison, Clifton.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Strategic Account Manager
Customer success manager job in Port Washington, NY
Global Industrial
For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America.
We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America.
Key Responsibilities
Global Equipment has a customer focused sales approach which includes the following core competencies:
Planning and Organizing.
Develop and manage a tactical account/territory sales plan.
Thorough client analysis to assess customer needs, values, purchasing behavior, and motivation.
This includes extensive researching, competitor and market analysis.
Execute a sales strategy for penetrating accounts and maximize sales, e.g. prospecting, cold calling, identifying key decision makers and determining buying criteria.
Effectively develop and manage your sales plan by setting daily/weekly/monthly goals and objectives, prioritizing tasks, utilizing your time effectively and efficiently, and taking full advantage of available resources.
Utilize sales planning tools and the pipeline management process to obtain business objectives and goals.
Relationship Building.
Build trust and credibility with clients.
Learning and engaging the customer to understand the process of what they value, e.g. strategic and investigative questioning.
Assist your customer with finding solutions that will help them achieve their goals and added value.
Provide support, information, and guidance by researching and recommending new profit and service improvements.
Position yourself for new opportunities through networking and identify cross selling and up selling opportunities.
Providing superior customer service which includes learning everything you can about them so you can tailor your service approach to their needs and buying habits.
Courtesy and timely follow up are key.
Product Knowledge.
Understanding of Global Equipment Company industry and products
Stay abreast of industry trends.
Utilize internal resources to gather information regarding new product offerings.
Communication Skills.
Effective verbal communication skills, e.g. speaking clearly, listening attentively, building rapport.
Ability to write clearly and succinctly in a variety of communication settings, e.g. business letters and emails
Ability to effectively persuade by asking intelligent business questions to determine customer needs.
Competencies and skills
Requires Bachelor degree in business or marketing or at least 2 years of telephone business to business sales experience.
Knowledge and competence in the major elements of inside sales including cold calling, business development, customer qualification, and customer acquisition.
Superior sales planning and business development skills.
Excellent written/verbal communication and presentation skills.
Strong computer skills to include proficiency in Microsoft Word, Outlook and PowerPoint and CRM Software.
Self motivated with superior problem solving and negotiation skills.
Effectively prioritize sales efforts and activities.
Excellent organization and time management skills are essential.
Proven Results in:
o YOY Category Growth
o Contact Management and demonstrates consistent use of technology tools such as CRM, Pipeline, Call Pad, Spotlight, ZoomInfo
o Multi location account coverage
o Proven track record of exceeding revenue targets
2+ years enterprise account experience
2+ years sales experience with Global Industrial
Willingness to accept new account assignments that are vertically aligned with concentrated number of accounts
Industry Specific Expertise
Compensation: Base salary + Quarterly bonus + Biweekly commission potential OTE of $125k to$130k
EEO/AA Statement
Global Industrial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Account Manager, New York Metro
Customer success manager job in Congers, NY
Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities:
You must have two years prior B2B sales success selling commodities into a highly competitive market.
Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”.
Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required.
Familiarity with NetSuite ERP is helpful but not required.
This position requires you to work in an office 5 days a week in Congers, NY.
Job type: Full time
Benefits
Great medical, dental & vision benefits
401(k) matching program
Generous paid time off and holiday policies
Team-first mindset
Career growth opportunities
_________________
We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
Associate Client Manager
Customer success manager job in Rye Brook, NY
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work location: Rye Brook, NY
Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications.
Role Summary:
Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.
Key Skills:
* Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
* Communication - strong verbal and written skills
* Multi-tasking - staying on top of multiple priorities with varying deadlines.
* Process orientation - being able to adhere to the bank's policies and processes for task completion.
* Being proactive - taking initiative and responsibility to resolve client problems under limited supervision.
Technology Strengths:
* Microsoft Outlook: primary communication method for internal and external clients
* Microsoft Word: drafting customer correspondence or memos
* Microsoft Excel: creating or updating client statements.
* Salesforce and nCino knowledge are a plus.
Must-Haves:
* At least 6 years banking experience - preferably in a business/commercial banking or private client setting
* A "can-do" attitude
* The desire to learn and grow in a fast-moving organization.
* The ability to occasionally travel to different work locations and client locations.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyCustomer Success Manager
Customer success manager job in East Rutherford, NJ
Want to join an expanding company in one of the world's fastest-growing industries? GENLED Brands is a global LED manufacturer with factories on three continents, producing architectural and signage lighting solutions sold in 66 countries. And we need a meticulous, proactive and resourceful full-time Customer Success Manager to join our team in East Rutherford, NJ. GENLED Brands is comprised of AgiLight, established in 2003, and Acolyte, which opened in 2009. GENLED Brands has invested heavily in new equipment and facilities. Now it's time for us to make a similar investment in people. Join a highly motivated, dedicated and friendly team with lots of advancement opportunities around the globe as we strive to provide our customers with a best-in-class experience.
Responsibilities:
Join a dynamic team as a Customer Success Manager, fostering client relationships and ensuring satisfaction in the LED lighting industry.
Develop and present comprehensive reports and findings for executive-level meetings and quarterly business reviews.
Oversee daily customer service operations, ensuring seamless interactions across email, phone and online platforms.
Handle escalated customer concerns and resolve issues with professionalism and efficiency
Work closely with the sales team to assist customers and help drive conversations.
Train and supervise customer service representatives, fostering a supportive and high-performing team.
Collaborate with logistics and warehouse teams to ensure smooth order fulfillment and delivery processes.
Utilize customer service software such as Great Plains and Asana.
Manage a portfolio of clients, addressing inquiries and providing tailored solutions to enhance their experience and retention.
Collaborate with internal teams to streamline processes and deliver exceptional service to clients.
Contribute to a fast-paced, innovative environment, driving customer satisfaction and organizational growth.
Address complex client challenges and provide strategic solutions.
Requirements:
Associate's degree in business or relevant discipline with a minimum of 2 years of Customer Service Management and Sales Operations experience.
Proven track record (knowledge of LED signage or LED architectural lighting industry is a plus)
Working knowledge of Microsoft Dynamics
Self-motivated, able to independently manage various activities with minimal supervision.
Customer-oriented mindset
Excellent communication, listening and collaboration skills with a problem-solving mindset.
This position is subject to background checks.
Benefits:
Competitive compensation (based on experience)
Comprehensive medical, dental and vision insurance
Employer-paid life insurance
401(k) employer contribution
Paid time off and holidays
Dynamic work environment
Opportunity for advancement
Salary: 75k - 90k
Customer Success Manager
Customer success manager job in Paramus, NJ
Job DescriptionDescription:
The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies.
Job Responsibilities:
• Negotiate contracts and close agreements to maximize profit.
• Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients.
• Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements.
• Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients.
• Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status.
• Other duties as required or assigned.
• Assist with high-severity requests or issue escalations as needed.
Proficiencies:
• Strong organizational skills
• Attention to detail
• Possess friendly and positive disposition
• Adaptable and able to work in a fast-paced environment.
• Ability to manage multiple projects at a time
• Display effective communication skills
• Negotiation skills
Requirements:
Supervisory Requirements:
This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company.
Education/Experience:
• College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify.
• Customer service experience, preferably in a retail, restaurant, or related environment.
• Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment
• To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge.
Work Environment/Physical & Visual Demands:
• This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand.
• This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business.
• Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance.
• Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading.
• Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes
Customer Success Manager
Customer success manager job in Hoboken, NJ
Our mission is to unlock human potential. We welcome you for who you are, the background you bring, and we embrace individuals who get excited about learning. Bring your experiences, your perspectives, and your passion; it's in our differences that we empower the way the world learns.
About the Role:
Our mission is to unlock human potential. We welcome you for who you are, the background you bring, and we embrace individuals who get excited about learning. Bring your experiences, your perspectives, and your passion; it's in our differences that we empower the way the world learns.
About the Role:
Customer Success Managers are responsible for maximizing digital implementation, usage, retention, and expansion of Wiley's digital solutions. Working closely with their DLE or Account Manager, the Customer Success Managers bring their expertise to provide a range of services to customers including developing successful course implementation solutions, training, course fulfillment/setup, monitoring course usage, and trends, and driving digital conversions and account expansions. The Customer Success Manager is responsible for reconfirming existing business with faculty and guaranteeing increased platform retention.
The Customer Success Manager will be a key resource in delivering Wiley's commitment to exceptional customer advising, support, retention, and expansion of digital usage in their territory. They will work with existing and new customers to create and implement their digital solutions. They will work with their DLE or AM partner to expand their digital footprint.
Job Responsibilities:
* Responsible for reconfirming and retaining current customers while expanding digital usage at installed base accounts.
* Responsible for assisting faculty in implementing and integrating Wiley's digital solutions.
* Consult with instructors on implementation and curriculum design. Execute individual and departmental training plans.
* Collaborate with DLE/Account Manager to review the status of opportunities, existing business, and expansion opportunities. Partner with DLE/AM to identify priority customers and participate in effective retention strategies to reduce digital churn and ensure a superior experience for our installed customers. Carve out separate retention strategies for priority accounts/adoptions vs. all other adoptions.
* Drive and support pilots across the territory with follow-up, surveys, assistance with the platform, and questions. Assist AM with converting the pilot to an adoption.
* Collaborate with DLE/AM partner weekly or biweekly on adoption strategies to effect expansion and digital penetration.
* Proactively follow up with customers to ensure a positive experience using Wiley products and promote new features and functionality specific to their user experience.
* Conduct re-training with key customers to ensure all large adoption customers are "power users."
* Provide deep integration support on various LMS / LTI implementations.
* Provide regular account and adoption intelligence in SFDC after working with customers. Confirm/Update Inclusive Access (IA) readoption Opps in SFDC for enrollment, Won/Lost stage, instructors contact info on IA adoptions. Maintain Bookstore communication and relationships to obtain IA adoption details, IA processes, and work order details.
* Analyze and drive digital usage data via activations reports for priority adoptions after back-to-school period ends.
* Review Vendor reports at specific times during the season for IA courseware adoptions, confirm with bookstore or instructor if additional information is needed, review and update opp in SFDC, Set to IA in CAP. Follow up on non-responders of IA confirmations at the end of each season.
Qualifications:
* Undergraduate degree
* 2-4 years of relevant work experience in a similar function
* Previous customer service, sales support and tech product support exposure
* Able to lead effective presentations to internal and external customers, in both large groups and one-on-one settings.
* User experience knowledge with a CRM platform, preferably Salesforce
* Strong written and verbal communication skills
* Excellent organization and time management skills
* Ability to learn and apply technical expertise with new and existing platforms.
* Strong skill set to train and implement digital solutions.
* Self-starter with the ability to maximize time and generate high ROI by leveraging strong listening skills to understand and execute digital solutions.
* Adaptable: can navigate complex sales processes with multiple decision makers
About Wiley:
Wiley is a trusted leader in research and learning, our pioneering solutions and services are paving the way for knowledge seekers as they work to solve the world's most important challenges. We are advocates of advancement, empowering knowledge-seekers to transform today's biggest obstacles into tomorrow's brightest opportunities.
With over 200 years of experience in publishing, we continue to evolve knowledge seekers' steps into strides, illuminating their path forward to personal, educational, and professional success at every stage. Around the globe, we break down barriers for innovators, empowering them to advance discoveries in their fields, adapt their workforces, and shape minds.
Wiley is an equal opportunity/affirmative action employer. We evaluate all qualified applicants and treat all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, genetic information, or based on any individual's status in any group or class protected by applicable federal, state or local laws. Wiley is also committed to providing reasonable accommodation to applicants and employees with disabilities. Applicants who require accommodation to participate in the job application process may contact ******************* for assistance.
We are proud that our workplace promotes continual learning and internal mobility. Our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We offer meeting-free Friday afternoons allowing more time for heads down work and professional development, and through a robust body of employee programing we facilitate a wide range of opportunities to foster community, learn, and grow.
We are committed to fair, transparent pay, and we strive to provide competitive compensation in addition to a comprehensive benefits package. The range below represents Wiley's good faith and reasonable estimate of the base pay for this role at the time of posting roles either in the United Kingdom, Canada or USA. It is anticipated that most qualified candidates will fall within the range, however the ultimate salary offered for this role may be higher or lower and will be set based on a variety of non-discriminatory factors, including but not limited to, geographic location, skills, and competencies.
When applying, please attach your resume/CV to be considered.
Salary Range:
42,000 USD to 60,667 USD
#LI-KW1
Customer Success Manager
Customer success manager job in Jersey City, NJ
Beyond Secure. AvePoint is the global leader in data security, governance, and resilience, going beyond traditional solutions to ensure a robust data foundation and enable organizations everywhere to collaborate with confidence. Over 25,000 customers worldwide rely on the AvePoint Confidence Platform to prepare, secure, and optimize their critical data across Microsoft, Google, Salesforce, and other collaboration environments. AvePoint's global channel partner program includes approximately 5,000 managed service providers, value-added resellers, and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, **************************
At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you!
About the Position:
The Customer Success Manager will be responsible for generating repeatable strategy of technology adoption for AvePoint customers. You must be able to understand the full sales cycle from both a sales and technical strategy perspective to liaise between internal and external stakeholders, such as customers, account managers and technical support engineers.
Key Responsibilities:
Developing success plans for accounts by creating metrics to support product on-boarding, product adoption as well as customer retention and satisfaction goals
Developing and maintaining long-term relationships with enterprise-level accounts; coordinating support efforts and organizing solution delivery whilst establishing and owning a trusted advisor relationship with your customers
Maintaining customer technical account portfolio to provide technical guidance and recommendation
Aligning AvePoint's product line to provide a comprehensive solution that satisfies the customer's business needs
Determining individualized customer success plans for your customers, utilizing net promoter score (NPS) metrics and other customer data
Working closely with account managers to understand the short-term and long-term sales strategies to identify keys areas to drive customer success through product adoption and satisfaction
Shepherding existing customers through contract renewal cycles and working sales teams to execute renewals
Identifying and understanding a customer's adoption status and support history throughout the post-sales cycle; determining how to incorporate these elements into the overall customer success strategy
Pursuing strategy of goal attainment to rectify any hurdles and steer client towards success
Becoming an expert in the features and benefits of our applications
Plan and execute onsite visits to customer locations, as needed, to establish deep understanding of their challenges and goals by executing executive business reviews for clients
OK, I'm interested… is this the job for me?
We look for people who value agility, passion and teamwork; those who can bring fresh ideas to the table and want the opportunity to learn, grow, and expand their careers.
To be a fit for this role, you must have the following:
Education and Experience:
Bachelor's degree in a relevant field
2+ years of experience in a technical consulting role such as technical account management or technical business analysis
Strong customer satisfaction, customer service, adoption, and retention experience
Excellent written/verbal communication, organization, presentation, and project management skills
Ability to work individually and within a highly collaborative global team setting
Willingness to learn and adapt in a fast-paced environment
Strong experience in communicating with different stakeholders and decision makers, both internally and externally
Expert at customer relationship management
Advanced ability to understand business objectives through requirements gathering and analysis
Impeccable organizational awareness skills
Knowledge in the following technical areas are a plus:
Understanding of Microsoft SharePoint architecture, components, and configuration. Understand the differences between the SharePoint versions and Office 365 collaboration technologies
Working knowledge of TCP/IP, DHCP, DNS, Active Directory, SMTP, and DHCP technologies
Working technical knowledge of current software protocols and Internet standards
The Salary Range for this role is $73,000 - $137,000. At AvePoint, we strive to offer competitive, fair, and equitable total rewards. The listed salary range represents a good faith estimate, with final offers based on location, experience, skills, and qualifications. The listed range reflects base salary only; our total rewards include base salary, comprehensive benefits (medical, dental, vision, 401(k) with match, unlimited PTO), and depending on the role, bonuses, commissions, or equity (RSUs). We welcome compensation discussions-apply even if your expectations fall outside the range.
Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.
Auto-ApplyCustomer Success Manager
Customer success manager job in Greenvale, NY
We are looking for someone to join our Customer Success team who is passionate about helping retailers use technology!
KWI is developing innovative technology solutions to help retailers transform their business. Our Customer Success Managers (CSMs) are responsible for the overall health of our relationships with our retail clients. They focus on developing, nurturing, and advocating for our clients and ensuring they are getting the most usage out of our products. A successful client relationship is one where our clients see the value not only in our products, but in the care and expertise they receive from our internal team. Our CSMs are the quarterback of that satisfaction. They might not always have the answers, but they are willing to go the extra mile to ensure that our clients get the information they need so they can run their business successfully. They also care deeply about our clients' business and partner with them proactively through regular touchpoints, including weekly calls and quarterly business reviews, to ensure they have a pulse on where our clients' business is going and how we can best support them.
Especially with the onset of COVID-19, retailers need technology now more than ever before. They are being asked to do things they have never done before (think curbside pickup) and we are in a great position to support them. Our platform allows KWI to deliver an industry-leading service that enables our customers to make informed decisions that drive the success of their business. Come join our team and help us transform the retail landscape!
About the Job
Conduct regular ongoing meetings with retail clients to keep a pulse on business challenges and needs and make recommendations to help address those needs
Ensure clients are maximizing KWI's technology solutions and offerings; recognize gaps and drive usage or recommend solutions
Identify opportunities for growth and expansion within customer base by understanding their business goals and anticipating their future needs
Maintain a detailed understanding of KWI's products and services; become a subject matter expert in not only our clients' business but in how our solutions can support them
Maintain a pulse on internal client projects and issues; work with internal Support teams to review customer complaints and concerns and seek to improve all aspects of the customer experience with the company
Optimize existing processes within the company and actively enhance all Customer Success initiatives
Assist with pre-sales activities and training as needed
About You
You have a minimum of 5-7 years of experience in a client services, customer success, or account management role
Bachelor's degree or equivalent experience
You have experience supporting a retail platform and/or an ecommerce platform
Your strongest asset is your ability to communicate and build relationships with people
You are highly motivated and collaborative; a natural team player
You are a curious person and a creative thinker
You can perform under pressure and meet deadlines while demonstrating enthusiasm towards colleagues and clients
You can anticipate change and proactively adjust priorities and strategies accordingly
You have outstanding written and verbal communication skills
Experience within a SaaS organization or working with SaaS technology is preferred, but not required
Experience in retail or working with retailers is preferred, but not required
About Us
We are a small team with a big vision: to be the premier provider of cloud technology solutions for retailers. KWI offers a complete, unified commerce solution from a single database, specifically designed to help specialty retailers grow their business. We combine Point of Sale, Merchandising, e-Commerce, CRM, and Loss Prevention into one cloud-based platform. We are a values and mission driven organization, and we believe that if we develop and demonstrate leadership in our strategy, operations, and people, we will continue to drive product innovation and service excellence.
When it comes to our people, we strive to create an environment where our teams can live and work well. KWI's culture is rooted in our core values -
commitment, respect & dignity, accountability, reliability, passion, and caring
. While we do find time to have fun, we also work hard. We encourage our people to take risks, to challenge the status quo, to improve processes, and to be better every day. We have a team of passionate and dedicated employees who are committed to making themselves and our clients better.
KWI is a privately-held, debt-free, and 100% management owned company that continues to grow!
At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create and support an environment where no individual is advantaged or disadvantaged because of their background. We offer equal employment opportunity regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.
With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws on the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.
Auto-ApplyClient Success Manager - Hoboken
Customer success manager job in Hoboken, NJ
EzTexting is seeking a strong candidate to join our Operations team. The Ops department here at EzTexting works closely to provide exceptional service to our customers. We also have a lot of fun along the way. We are looking for a new Client Success Manager to join us. We need talent of superb caliber to handle inquiries from our customers via phone, live chat and email. We want a leader who can manage relationships. We are hungry for an independent freethinker to design processes that more effectively manage customer support issues and pain points.
DUTIES
Your primary role is to handle support and consulting inquiries from our customers via phone, chat and email. In addition, we will look to you to help manage relationships, as well as to collaborate in design processes that more effectively manage customer support issues and pain points. You may also be asked to plan and conduct webinars for our customers (voice, not video). Please visit our webinar page for more info and examples.
Find an area of our business that interests you and that you would like to take an active role in developing, then make it your own, improve its processes, and convince us to adopt your vision.
Overqualified candidates are encouraged to apply.
Please note that this is a customer management position; it is not an internal company management position. Our office is located in the easy going city of Hoboken, New Jersey. A quick and easy short ride, on the PATH train. Our company even pays for your PATH commute.
QUALIFICATIONS
A Bachelor's degree is required.
A commitment to growing in a consulting role is expected and required.
Strong technical proficiency is required.
Exceptional written and verbal communication is required.
Strong analytical and critical reasoning skills are required.
The ability to learn new concepts and technologies quickly is required.
Familiarity with SMS, SMTP, IVR and VoIP telephony systems is a plus.
Background in education is a plus.
Once again, a Bachelor's degree is required.
BENEFITS
Compensation dependent on experience
Medical, vision, and dental insurance
401(k) Plan
Paid vacation
ABOUT EzTexting
EzTexting provides Voice and SMS Solutions to over 50,000 customers, including political groups, non-profits, insurance agents, small business owners, educational institutions, government agencies, and marketers. EzTexting is dedicated to providing high-availability systems, intuitive user interfaces, furious developer support, and unparalleled customer care to transform the way companies do business. We're creative, fun, hardworking, driven, profitable, and headed for international expansion. We embrace a friendly, collaborative working culture.
We also value continuing education and professional growth. Members of our team continue to study, take classes, and learn new programming languages and technologies. We run in-house seminars that foster the development of new skills through book discussions and real-world business scenarios. EzTexting prides itself on being a highly collaborative, innovative, and passionate team. Everyone contributes more than their job title suggests.
HOW TO APPLY
Please reply to this ad with a cover letter and a CV/resume in either Word or PDF format. You must submit both. No telephone calls please.
ONE FINAL NOTE
Congratulations! You number among the rare few who read to the end of the advertisement, and we hope you read on. In your cover letter, please explain to us briefly why, in your view, so many applicants submit a résumé without the required cover. We expressly ask for it, and yet we often receive nothing, or else we are treated to one empty sentence. Your cover letter introduces you in written language, and we take your ability to express yourself coherently very seriously. Based on your experience, why do you believe so many applicants neglect this aspect of the process? Thank you for your interest in EzTexting.
Client Success Manager
Customer success manager job in Stamford, CT
THE OPPORTUNITY
We seek an experienced, passionate, and highly motivated Client Success Manager based in Stamford, CT. This person will use deep understanding of Tru Optik's technology & services capabilities combined with up-to-date knowledge of each client's business model and objectives to ensure client satisfaction, retention, and help maximize client and Tru Optik revenue. The Client Success Manager also assumes responsibility for client and partner communications during the implementation process and is responsible for achieving on-time launches of expansion projects for existing customers.
Tru Optik's client service philosophy is based on establishing long-standing client relationships formulated foremost on trust as well as high-touch and proactive service.
This position will initially report to the Chief Client Officer.
KEY RESPONSIBILITIES
· Understand, track, and follow-up on all open projects as well as their prioritization towards supporting the strategic vision of the account as articulated by the sales and revenue teams.
· Be able to understand and use Tru Optik's technologies be able to provide general guidance on how to use our products
· Deeply understand each client's business including business models, key operating statistics, high-level technical architectures and key partnerships.
· Directly oversee, prioritize and quarterback all new major technology installations as well as ongoing expansion projects. While not directly responsible for revenue, you can have a material impact on the business by nailing on-time implementations.
· Work closely with technical support teams to ensure smooth operations of day-day customer support.
· Assist clients in selecting the best data solutions given their requirements.
· Manage the collection and relative prioritization of new feature requests. Submit through to product management and see through to completion.
· Work closely and help lead Tru Optik training teams to facilitate the continued education of our customers.
ABOUT YOU
· BA/BS degree and 3-6 years experience with internet technologies
· 3-6 years experience in the online advertising/internet marketing field in a client-facing capacity
· Understand the online video business and/or data solutions that add value
· Possess the leadership skills necessary to work with a large and complex client, acting as the primary point of contact day-to-day
· Any experience working directly with more traditional television businesses can be a plus
· Demonstrate a track record of exemplary project and program management skills
· Able to prioritize requests and workload, keep to-do lists, and prioritize those lists both within and across a book of business
· Very strong communication skills both written and verbal
· Excited to help large companies manage their successful use of enterprise-focused technology
· Value answering client questions in a highly timely manner and able to marshal internal resources to do so where needed.
OTHER VALUES
· Smart and excited about learning in a dynamic work environment
· Self-motivated and can thrive in a startup
· Optimistic
· Fun to work with
· Fundamentally excited about the opportunity to reshape an industry!
BENEFITS
Tru Optik offers a competitive benefits package including subsidized healthcare, 401k match, office snacks, and a flexible approach to vacations and time off.
Tru Optik is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veteran's status or any other characteristic protected by law.
Auto-ApplyFinTech and Gaming Payment Client Manager - Vice President
Customer success manager job in Jersey City, NJ
Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. In addition, you will take on the role of team lead managing a team of industry (FinTech) aligned associates Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities:
Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
Manage Know Your Customer (KYC) requirements and oversee the end to end client KYC process, including onboarding due diligence, risk profile management, ongoing monitoring, and internal trigger reviews to ensure compliance with regulatory and internal risk policies.
Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
Drive product and solutions activation to enhance client value
Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
Drive deal execution to achieve timely realization of business outcomes
Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
Lead and be accountable for the governance of deals and the effective implementation of requests
Required qualifications, skills and capabilities:
5+ years of experience in client management, sales, or a related role
Experience working with large multi-dimensional clients (multiple products/regions/etc.)
Demonstrated experience leading a team of experienced professionals
Strong understanding of payments products and FinTech payments industry dynamics
Command of the of the FinTech space and clients
In-depth knowledge of High Risk KYC processes and their essential role in FinTech operations, with a strong focus on Customer Due Diligence to effectively assess and manage customer risk profiles.
Proven expertise in continuous monitoring of customer transactions and flows to ensure compliance.
Excellent communication and interpersonal skills
Ability to build and maintain strong client relationships
Analytical mindset with the ability to identify growth opportunities and optimize processes
Proficiency in CRM software and Microsoft Office Suite
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyClient Success Manager - New York
Customer success manager job in Port Chester, NY
At The Shade Store, we have handcrafted the finest Shades, Blinds and Drapery for 75 years. We believe designing beautiful custom window treatments should be an effortless experience, so we offer outstanding services to help our customers every step of the way, from inspiration to installation. We are always looking for friendly, passionate people to help us deliver the finest custom window treatment experience to our customers. Our team is growing and expanding, and there has never been a more exciting time to be part of it.
THE POSITION: Client Success Manager
We are seeking an experienced and results-driven Client Success Manager to join our team. In this role, you will be responsible for managing high-impact client concerns and escalations that require a thoughtful, solution-oriented approach. The ideal candidate brings experience resolving complex or sensitive client situations, a calm and empathetic communication style, and a proven ability to collaborate cross-functionally to drive timely resolution.
RESPONSIBILITIES:
* Serve as the primary point of contact for client escalations delivered via social media reviews, executive level escalations, or via other avenues, delivering high-touch support via phone, email, and text.
* Investigate and resolve sensitive or complex client issues with urgency, accuracy, and professionalism, ensuring a positive brand experience while advocating for the client and balancing company policies.
* Document all escalated interactions with clear notes and follow-up actions for reporting.
* Follow up with clients throughout the resolution process, keeping them informed and building trust.
* Apply critical thinking to assess escalation root causes and develop effective resolution plans.
* Partner with internal teams (Sales, Measure & Install and Production) to drive timely issue resolution, identify trends and drive process improvements. Contribute to internal feedback loops to represent the voice of the customer and advocate for improvements.
* Stay informed on product offerings, policies, and internal processes to accurately address customer needs.
* Support the broader Client Services team as needed to ensure departmental goals are met.
WHAT WE ARE LOOKING FOR:
* 5+ years of experience in customer service role, with a focus on issue resolution or escalation management.
* Exceptional written and verbal communication skills, with the ability to stay composed and professional under pressure.
* Strong problem-solving and analytical skills; able to manage competing priorities and tight deadlines.
* Demonstrated ability to manage sensitive conversations with empathy.
* A team player with a proven ability to work collaboratively across departments to resolve issues and improve processes.
* Strong organizational and project management skills, with the ability to manage multiple priorities and drive initiatives from start to finish
* Availability to work varied shifts including some Saturdays based on business needs.
* Experience in luxury retail, hospitality, healthcare, or airline industries is a plus
Preferred:
* Experience in a high-growth, fast-paced service, hospitality, airline or retail environment
* Experience with luxury service is a plus.
* Familiarity with tools like Excel, Salesforce, or similar platforms
WHY WORK AT THE SHADE STORE
We set out to create a company culture that is enjoyable and rewarding, where team members can have meaningful impact. Below are some of the perks and benefits of working at TSS:
* Competitive salary
* Medical Benefits
* 401k with Company Match
* Up to $100k Life Insurance & Short-Term Disability (Employer Paid)
* Legal and Pet Insurance Plans
* Employee Assistance Program
* Product Discount
THE SHADE STORE offer is contingent upon:
* Successful completion of reference and background checks
* Proof of legal authorization to work in the United States for The Shade Store, which will be confirmed by E-Verify within three business days of your hire date
ABOUT US: Visit our website at **************************************************** to learn more about The Shade Store and our career opportunities.
The base salary range for this role is $75k-$85k, commensurate with experience.
The Shade Store provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Security Client Manager - White Plains
Customer success manager job in White Plains, NY
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
Allied Universal is hiring a Security Client Manager, based out of our White Plains, New York branch.
As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Salary: $70,000 / year
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2025-1473830
Auto-ApplyFinTech and Gaming Payment Client Manager - Vice President
Customer success manager job in Jersey City, NJ
JobID: 210674861 JobSchedule: Full time JobShift: Base Pay/Salary: Palo Alto,CA $123,500.00-$179,000.00; Jersey City,NJ $123,500.00-$179,000.00 Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Client Manager (PCM) in Global Payments Corporate Sales, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. In addition, you will take on the role of team lead managing a team of industry (FinTech) aligned associates Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.
About the Sales Success Function: Our core focus is to drive business growth by ensuring successful sales efforts throughout the sales cycle, underpinned by disciplined process management and a robust risk framework. We achieve ongoing sales success through effective client management and seamless sales execution, delivering on client mandates and contractual obligations to retain and expand existing relationships while achieving desired business outcomes. Looking ahead, we empower the sales organization with the right processes, tools, communication, and training to consistently achieve and exceed their targets within a sound risk and controls environment.
Job responsibilities:
* Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
* Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
* Manage Know Your Customer (KYC) requirements and oversee the end to end client KYC process, including onboarding due diligence, risk profile management, ongoing monitoring, and internal trigger reviews to ensure compliance with regulatory and internal risk policies.
* Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
* Drive product and solutions activation to enhance client value
* Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
* Drive deal execution to achieve timely realization of business outcomes
* Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
* Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
* Lead and be accountable for the governance of deals and the effective implementation of requests
Required qualifications, skills and capabilities:
* 5+ years of experience in client management, sales, or a related role
* Experience working with large multi-dimensional clients (multiple products/regions/etc.)
* Demonstrated experience leading a team of experienced professionals
* Strong understanding of payments products and FinTech payments industry dynamics
* Command of the of the FinTech space and clients
* In-depth knowledge of High Risk KYC processes and their essential role in FinTech operations, with a strong focus on Customer Due Diligence to effectively assess and manage customer risk profiles.
* Proven expertise in continuous monitoring of customer transactions and flows to ensure compliance.
* Excellent communication and interpersonal skills
* Ability to build and maintain strong client relationships
* Analytical mindset with the ability to identify growth opportunities and optimize processes
* Proficiency in CRM software and Microsoft Office Suite
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyPersonal Lines Client Manager - Cold Spring Harbor, NY
Customer success manager job in Cold Spring Harbor, NY
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Summary
This position supports the Account Executive with responsibilities related to client management and retention
Essential Duties and Responsibilities
Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Complete loss/claim analysis and summaries
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
3-7 years minimum Personal Lines Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $55,000 to $60,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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Multi-Specialty Account Manager - Jersey City, NJ
Customer success manager job in Fair Lawn, NJ
Territory: Jersey City, NJ - Multi-Specialty
Target city for territory is Jersey City - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Morristown, Edison, Clifton.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Associate Client Manager
Customer success manager job in Rye Brook, NY
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work location: Rye Brook, NY
Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications.
Role Summary:
Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.
Key Skills:
Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
Communication - strong verbal and written skills
Multi-tasking - staying on top of multiple priorities with varying deadlines.
Process orientation - being able to adhere to the bank's policies and processes for task completion.
Being proactive - taking initiative and responsibility to resolve client problems under limited supervision.
Technology Strengths:
Microsoft Outlook: primary communication method for internal and external clients
Microsoft Word: drafting customer correspondence or memos
Microsoft Excel: creating or updating client statements.
Salesforce and nCino knowledge are a plus.
Must-Haves:
At least 6 years banking experience - preferably in a business/commercial banking or private client setting
A “can-do” attitude
The desire to learn and grow in a fast-moving organization.
The ability to occasionally travel to different work locations and client locations.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyCustomer Success Manager
Customer success manager job in East Rutherford, NJ
Job Description
Want to join an expanding company in one of the world's fastest-growing industries? GENLED Brands is a global LED manufacturer with factories on three continents, producing architectural and signage lighting solutions sold in 66 countries. And we need a meticulous, proactive and resourceful full-time Customer Success Manager to join our team in East Rutherford, NJ. GENLED Brands is comprised of AgiLight, established in 2003, and Acolyte, which opened in 2009. GENLED Brands has invested heavily in new equipment and facilities. Now it's time for us to make a similar investment in people. Join a highly motivated, dedicated and friendly team with lots of advancement opportunities around the globe as we strive to provide our customers with a best-in-class experience.
Responsibilities:
Join a dynamic team as a Customer Success Manager, fostering client relationships and ensuring satisfaction in the LED lighting industry.
Develop and present comprehensive reports and findings for executive-level meetings and quarterly business reviews.
Oversee daily customer service operations, ensuring seamless interactions across email, phone and online platforms.
Handle escalated customer concerns and resolve issues with professionalism and efficiency
Work closely with the sales team to assist customers and help drive conversations.
Train and supervise customer service representatives, fostering a supportive and high-performing team.
Collaborate with logistics and warehouse teams to ensure smooth order fulfillment and delivery processes.
Utilize customer service software such as Great Plains and Asana.
Manage a portfolio of clients, addressing inquiries and providing tailored solutions to enhance their experience and retention.
Collaborate with internal teams to streamline processes and deliver exceptional service to clients.
Contribute to a fast-paced, innovative environment, driving customer satisfaction and organizational growth.
Address complex client challenges and provide strategic solutions.
Requirements:
Associate's degree in business or relevant discipline with a minimum of 2 years of Customer Service Management and Sales Operations experience.
Proven track record (knowledge of LED signage or LED architectural lighting industry is a plus)
Working knowledge of Microsoft Dynamics
Self-motivated, able to independently manage various activities with minimal supervision.
Customer-oriented mindset
Excellent communication, listening and collaboration skills with a problem-solving mindset.
This position is subject to background checks.
Benefits:
Competitive compensation (based on experience)
Comprehensive medical, dental and vision insurance
Employer-paid life insurance
401(k) employer contribution
Paid time off and holidays
Dynamic work environment
Opportunity for advancement
Salary: 75k - 90k
CIB Client Service Account Manager- United States- 2026 ReEntry Program
Customer success manager job in Jersey City, NJ
JobID: 210688159 JobSchedule: Full time JobShift: Day Base Pay/Salary: Chicago,IL $68,000.00-$100,500.00; Jersey City,NJ $78,000.00-$113,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial & Investment Bank
The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Client Services supports a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services. The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
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