Customer success manager jobs in Milford, CT - 358 jobs

Client Support Leads meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations Responsible for providing comprehensive client support and acts as main client contact for book of business. Effec Client Service, Service Manager, Manager, Client Support, Personal, Benefits, Business Services

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

Aires (************** has been providing best-in-class relocation management services for over 40 years and is a recognized industry leader in delivering high quality relocation and assignment management services to leading corporations. We Have... An award-winning technology platform, built in-house, that aligns with the future state of Global Mobility A strong Aires brand consistently ranked among the mobility industry's highest annual customer-satisfaction scores and a client retention rate of over 98% A high internal promotion rate and long-tenured employees, highlighting our commitment to career growth and development A comprehensive benefits package, including a 401K match Hybrid work environment An excellent career opportunity is currently available for a Client Service Manager reporting to the Aires Danbury, CT office. This exciting opportunity is in a high growth environment where you will utilize your experience to manage the overall client relationship and service experience. Position Responsibilities: Manages the client relationship and service experience for clients of low to moderate volume and complexity. Works closely and continuously with clients to build strong and enduring partnerships. Collaborates with internal teams through the use of strong communication skills to facilitate the delivery of world-class customer service and get results. Utilizes product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Provides training to new and existing team members on client specific policies and processes. Provides strategic guidance to help clients achieve their mobility objectives by leveraging Aires' technology, products and services. Proactively monitors client programs, project outcomes, and overall satisfaction. Leads implementation and client transition process for low to moderate volume clients. Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas, and challenges. Advocates for solutions, product enhancements, and other actions to meet the needs of customers. Drives business and strategy review process. Applies retention and recovery strategies to retain longstanding client relationships. Required Qualifications: High School Diploma/GED required, Associate's or Bachelor's degree preferred. Minimum of 3 years relocation industry experience, some or all of which involved client retention and/or handling real estate. Certified Relocation Professional (CRP) or Global Mobility Specialist (GMS) certifications are a plus. Exemplary interpersonal skills a must, including the ability to deliver presentations before large and small groups and respond to ad-hoc questions. Must be willing to travel for client visits 25%- 30% of the time, including overnight stays, and participate in the business development process, as needed. Additional Qualifications: Excellent customer service and administrative skills Computer literacy with MS Office products, and ability to grasp proprietary software Demonstrated ability to manage multiple competing tasks Ability to follow policies and procedures Can-do attitude Genuine desire to help others Team oriented mindset, with a strong sense of care and urgency Desire to embrace our core values: Client Focus, Results, Responsibility & Accountability, Collaboration and Innovation. American International Relocation Solutions, LLC. provides equal opportunity to all persons through policies and practices to recruit, hire, train, and promote, in all job classifications, based on merit and qualifications without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Aires will not discriminate against persons because of their disability, including disabled veterans. Aires is committed to providing reasonable accommodations to qualified individuals so that an individual can perform their job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply, please contact us at .

Airgas is hiring for an Account Manager in Islandia, NY! At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the w Account Manager, Manager, Business, Sales, Diversity, Manufacturing, Accounting

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year

Department Customer Experience Employment Type Full Time Location Melville, NY Workplace type Hybrid Compensation $110,000 / year The impact you'll make What you will bring As a member of the KWI team you will receive About KWI KWI helps retailers maximize sales by uniting their online and in-store capabilities to deliver delightful shopper experiences. With KWI Merchandising and mobile POS, retailers can execute omnichannel flawlessly, and right at their fingertips - clienteling, endless aisle, mobile checkout with the latest payment options, inventory management, and ecommerce.

Inspira is a brand relationship agency. Did we make that up? Yes, yes, we did. But defining ourselves as a “full-service agency” just feels too generic. Instead, we focus on what people can expect every time they work with us: an integrated approach to cultivating deeper, long-term relationships between brands and consumers. The kind of relationships that don't just drive sales, but help create powerful, active communities and long-term loyalty as well. Because the truth is, brands aren't all that different from humans. The best ones are the ones people like getting to know better. So, join us in driving meaningful impact for our clients, one relationship at a time. Job Description The Manager, Client Leadership leads the day-to-day client relationship and directs the work required to deliver against client objectives. This role is responsible for translating goals into clear plans, aligning cross-functional teams, and managing expectations throughout the lifecycle of programs. Managers focus on quality, clarity, and outcomes - ensuring work is delivered effectively and relationships remain strong. Job responsibilities will include but are not limited to : Serve as the primary day-to-day client contact, leading status discussions, managing expectations, and guiding conversations through evolving business needs Translate client objectives into clear workplans, briefs, and priorities that guide internal teams Direct cross-functional teams across strategy, creative, and production to ensure aligned execution and on-time delivery Manage scopes, budgets, timelines, and resourcing, identifying risks early and proposing solutions Lead reporting and recap development, ensuring results, learnings, and recommendations are clearly communicated Identify opportunities to expand scope, improve engagement, and strengthen client partnerships Qualifications Bachelor's degree in Marketing, Business Administration, Communications, or a related field 6+ years' of experience in account management, client engagement, or integrated marketing within an agency or related environment Strong organizational and project management skills with the ability to manage multiple workstreams, deadlines, and priorities Clear, confident communicator with strong written and verbal skills, able to articulate direction, manage expectations, and guide client conversations Proven ability to translate client objectives into actionable plans and lead cross-functional teams through delivery Demonstrated financial acumen in managing scopes, budgets, timelines, and resourcing High attention to detail and commitment to accuracy across documentation, communication, and workflow processes Ability to build strong client and team relationships, foster collaboration, and contribute positively to team culture Manage administrative tasks with attention to meeting agency compliance guidelines and standards Additional Information We believe stronger relationships lead to stronger outcomes-not just in business, but also in the communities we serve. That's why since day one we've partnered with Alex's Lemonade Stand Foundation, donating a portion of our profits each year to fund pediatric cancer research. The base compensation range for this job classification is between $65,000.00-$100,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions. This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more! Inspira Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law. Inspira is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact [email protected] .

Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success. Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals. Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue. Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools. New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue. Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business Qualifications Bachelor's degree or equivalent experience 5+ years of sales experience preferred Experience with presentation tools, Salesforce, and Outreach Proven track record of sales success Experience in the automotive industry is required Existing in-market dealer relationships highly preferred What We Are Looking For? Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach. Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems. Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes. Client Service Excellence: Proven track record of delivering outstanding client service. Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels. Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency. Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions. Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity. Pay: $100,000 base salary + generous commission structure. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.

Weston & Sampson Services is looking for a Client Services Manager to focus on established business growth, project delivery, and new business development. This position can be located in any of our New England area sites. This role will collaborate with regional and national water/wastewater experts to share resources and expand our Northeast regional area business. You will develop innovative solutions to add value to our clients that differentiate Weston & Sampson from its competitors. What you'll do: Direct and administer the activities of the support team, provide technical resources necessary for client satisfaction and successful project completion. Responsible for quality, timely completion, and budget control of all assigned projects. Coordinate with the Operations and Business Manager to negotiate scope of work, budget, schedule, and specific contract language for all assigned projects. Research and prioritize strategic target accounts and market existing clients through project performance, expanding the scope of existing contracts, and identifying new project opportunities. Visit internal and external client sites overseeing work progress and ensuring client satisfaction ensuring long lasting relationships. Delegate necessary responsibility, authority, and accountability to complete projects successfully. Prepare and review reports as needed. What you will bring: Bachelor's degree in management, construction, or a related field is required. 5-8+ years of progressive experience in Water/Wastewater operations and maintenance management. Substantial industry knowledge with active engagements in professional organizations such as WEF, AWWA, etc. Demonstrated ability to connect with municipal and industrial professionals through coordinated events, town hall meetings, professional seminars, and presentations. A valid driver's license with the ability to travel as needed is required. Strong computer skills to include a working knowledge of Microsoft Office software, including Word, Excel, PowerPoint, and other database software. Ability to generate new business opportunities and qualify leads. Pay Range: $100,000.00 - $120,000.00+ depending on experience #LI-ONSITE Overview Weston & Sampson is an 100% employee-owned, full-service environmental and infrastructure consulting firm made up of more than 800 professionals, who work together to develop innovative, cost-effective solutions for our clients. Since our founding in 1899, Weston & Sampson's mission has been to protect, improve, and sustain the natural and built environment to enhance the quality of life. As we grow, we are seeking dedicated technical and professional individuals who want to collaborate on meaningful projects with a team that respects and values their ideas. Weston & Sampson offers a flexible work environment, competitive compensation, industry-leading benefits, and exciting career growth opportunities-all in a supportive and dynamic corporate culture that embraces diverse perspectives and recognizes people for their contributions. Weston & Sampson is an Equal Opportunity Employer. We embrace the rich perspectives and experiences that arise from people of different races, ethnicities, cultures, sexual orientation, gender identities, ages, socio-economic statuses, abilities, and religions, as well as other untapped groups, within our Weston & Sampson family and the communities we serve. Weston & Sampson is committed to the principles of Inclusion, Diversity, Equity, and Access (IDEA). Our goal is to foster a sense of belonging and equitable representation across our organization and to empower our employees to incorporate IDEA values into the work they perform. Your world is always changing, and so are we. Join us as we grow: *********************************************** A Note to Third-Party Recruiters: Weston & Sampson coordinates all recruiting and hiring at our company. We do not accept unsolicited resumes from third-party recruiters, staffing agencies or related firms. Resumes are only accepted if a signed agreement is in place. All unsolicited resumes will be considered the property of Weston & Sampson. Weston & Sampson is not responsible for any fees related to unsolicited resumes. #construction #maintenance #repair #operations

The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role. Key Responsibilities: * Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account. * Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives. * Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration. * Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel. * Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success. * Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations. * Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement. * Keeps the organization's vision and values at the forefront of decision-making and action. * May supervise staff assigned to support responsibilities for specific customers. Knowledge, Skills & Abilities: * Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel * Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes. * Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc. * Advanced skills in Microsoft PowerPoint and Word. * Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions. * Ability to demonstrate financial knowledge and business acumen. * Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated. * Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite. * Exceptional Project Management, communication, negotiation and presentation skills * Proven ability to successfully manage multiple projects and timelines. * Ability to effectively negotiate with a record of accomplishment of results. * Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals. * Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data. * Ability to understand and follow spreadsheets and contract language. * Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction. * Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. * Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner. * Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations. * Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned. * Excellent time management skills with ability to use independent judgment effectively. * Ability to execute, both independently and as a collaborate member of various teams and committees. Work Experience, Education, and Certifications: * Bachelor's degree in business or management related field preferred. * Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years * Minimum 3+ years of strategic account management * Sales experience- prospecting, pipeline development, conversion not required but helpful * Project management experience or knowledge * Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau * Experience with Excel, Word, and PowerPoint. * Salesforce CRM experience preferred

Role OverviewLead with vision. Serve with excellence. Elevate healthcare through hospitality. Yale New Haven Health System (YNHHS) is Connecticut's leading healthcare network, encompassing Bridgeport Hospital and its Milford Campus, Greenwich Hospital, Lawrence + Memorial Hospital, Yale New Haven Hospital, Saint Raphael's Campus, Westerly Hospital, and Northeast Medical Group. With more than 7,500 university and community physicians and advanced practitioners, YNHHS delivers comprehensive, integrated, family-focused care across 100+ medical specialties. Sodexo is seeking a strategic and experienced Client Executive 2 - Food Service to lead food and nutrition operations across multiple YNHHS locations, including York Street, Saint Raphael's, Lawrence + Memorial, and Westerly. This high-impact role will oversee a team of General Managers, Clinical Nutrition, Patient Experience, and culinary leaders, driving operational excellence, client satisfaction, and Sodexo program delivery. Why Join Sodexo?At Sodexo, we believe that food is more than nourishment - it's a pathway to healing, comfort, and connection. Join a team that's transforming healthcare hospitality and making a difference in the lives of patients, families, and caregivers every day. What You'll DoLead and mentor a team of 5 CE1s/General Managers and 300+ frontline employees Manage multi-site foodservice contracts and ensure KPI attainment across locations Develop and manage client and Sodexo budgets; ensure fiscal accountability and performance Build and maintain strong relationships with hospital and health system C-suite leaders Oversee union workforce operations and ensure compliance with labor agreements Champion Sodexo's standards for quality, safety, and patient experience Collaborate with VPO and CE2 (Bridgeport) on system-wide initiatives Serve as a visible leader within the New Haven market, representing Sodexo with professionalism and impact What We OfferCompensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include: Medical, Dental, Vision Care and Wellness Programs 401(k) Plan with Matching ContributionsPaid Time Off and Company HolidaysCareer Growth Opportunities and Tuition ReimbursementMore extensive information is provided to new employees upon hire. What You BringProven success in multi-site foodservice leadership, preferably within healthcare Strong financial acumen and experience managing large budgets Exceptional client relationship management and executive presence Ability to lead unionized teams and navigate complex operational environments Familiarity with Sodexo systems, tools, and culture - internal candidates strongly preferred Willingness to be onsite 80% of the time; hybrid flexibility available PMP or Lean Six Sigma certification a plus Who We AreAt Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide. Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you're happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please complete this form. Qualifications & RequirementsMinimum Education Requirement - Bachelor's Degree or equivalent experience Minimum Management Experience - 7 years Minimum Functional Experience - 7 years

Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services. Job Description At least 5 years of experience in technology consulting, enterprise or solutions architecture and architectural frameworks. At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience At least 3 years of experience in Salesforce development and implementations Skills with good command on Apex, Visual force, controllers, triggers, batch processes, APIs and web services. At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations Thorough understanding on the Life Cycle of Development including Salesforce Deployment/Packaging effectively using Metadata API, ChangeSet and Ant. Best Practices understanding on Coding Standards, Deployment, Apex, VF, Salesforce Integration, Security implementations Experience on Force.com Integration Technologies (WebServices, 3rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems Complete understanding of governor limits Implement SOAP ./ REST based web services Develop Web Services classes on Force.com platform and WSDL Generation Writing Apex Classes, Visual Force Pages, Apex Triggers, Controllers, JQueries to implement complex business requirements Fluent with SOSL and SOQL , Workflows Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool kit Migration of all the Customizations including Custom Configurations, packages, and other objects from Sandbox to Production environment Customizations of Reports, Dashboards, Workflows, Approval Processes Certified Salesforce Advanced Administrator. Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder. Experience with custom reporting, modifying pages, views and dashboards Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration Ability to work independently and as part of a team Ability to be flexible with change Good written and verbal communication skills a must Ability to work closely within a team environment Platform Dev1/2 or DEV 501 Certification SOAP implementation of the APIs both Enterprise and Partner WSDL Single Sign On Java experience is a big plus < OR > FUNCTIONAL: At least 5 years' experience in in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements. At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience Familiarity with Salesforce latest product launches including Wave Analytics, Lightning. Ability to work in team in diverse/ multiple stakeholder environment Experience and desire to work in a Global delivery environment Well versed with Configuration and customizations of objects Understanding of market and technology trends. Analytical skills Experience and desire to work in a management consulting environment that requires regular travel Experience in at least one of the following:- Certified Salesforce Advanced Administrator (Highly Desired) Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder. Experience with custom reporting, modifying pages, views and dashboards Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration Ability to work independently and as part of a team Ability to work closely within a team environment Platform Dev1/2 or DEV 501 Certification (Highly Desired):- SOAP implementation of the APIs both Enterprise and Partner WSDL Single Sign On Java experience is a big plus At least 2 years' experience in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements. Familiarity with Salesforce latest product launches including Wave Analytics, Lightning. Ability to work in team in diverse/ multiple stakeholder environment Experience and desire to work in a Global delivery environment Well versed with Configuration and customizations of objects Qualifications Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 11 years of experience in Information Technologies. Additional Information ** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time. Note:- This is a Full-Time & Permanent job opportunity for you. Only US Citizen, Green Card Holder, GC-EAD, H4-EAD & L2-EAD can apply. No OPT-EAD, H1B & TN candidates please. Please mention your Visa Status in your email or resume. ** All your information will be kept confidential according to EEO guidelines.

Brook + Whittle, one of the fastest-growing, sustainable, printing solutions companies, is currently seeking a full-time Customer Support Manager. The position will be responsible for ensuring their assigned team of customer care specialists deliver a consistently positive customer experience. Overseeing a portfolio of key customer accounts, coaching team members, balancing workloads within the team, overseeing intercompany transfer work and achieving key customer service performance indicators will be primary responsibilities. This is a unique opportunity for a self-motivated candidate who is eager to lead a high-performing customer-facing team, has experience working in a customer-focused role, and possesses a strong continuous improvement mindset. Ideal candidates will be proactive, detail-oriented, customer satisfaction driven and adept at leading a high-performing team. Primary Duties & Responsibilities Team leadership and development: Recruit, hire, train, and coach customer service team members. Conduct performance reviews and provide ongoing feedback Policy and process management: Develop, implement, and enforce customer service policies and procedures to meet company goals Performance monitoring: Track key performance indicators (KPIs) like average case handling time. Analyze data and customer feedback to identify areas for improvement Customer issue resolution: Handle escalated customer complaints and complex problems to ensure customer satisfaction Strategic planning: Collaborate with other departments to align on customer service strategies and order workflow. Contribute customer service insights to strategic company plans Administrative duties: Manage staff scheduling, maintain accurate records, and oversee the department budget. Perform other duties as assigned Requirements Requirements 2 years of experience managing a Customer Service team in a manufacturing strongly preferred or B2B environment 2 years of experience working with a CRM case or ticket management system (i.e. Salesforce) Experience in the print industry a plus Bachelor's degree preferred Strong team leadership and motivational skills Art of tact and diplomacy, patience and politeness Strong written and verbal communication skills Detail oriented and deadline-focused with excellent planning and organizational skills Critical thinking and problem-solving aptitude Ability to comprehend and explain technical product/service information Physical Requirements & Environmental Conditions Position routinely uses standard office equipment such as computers, phones, photocopiers and filing techniques to maintain storage for all documentation needs Position is fast-paced, largely a sedentary role. Individuals may need to sit or stand for extended periods of time Some travel may be required Work Hours: 8:00a.m - 5:00p in office Supervisory Responsibility: Assigned Customer Care Representatives Company Paid Benefits: 10 paid holidays Paid vacation Paid sick/personal days Telemedicine* Life insurance* Long term disability insurance* Employee assistance program (EAP)* Company Offered Benefits: Dental* Vision* 401(k) - first of the month after 90 days of employment - auto-enroll at 3% Short term disability* Voluntary life insurance* Flexible spending account - health care and/or dependent care* Critical illness insurance, hospital indemnity insurance and accident insurance* Company Subsidized Benefits: Medical* * Benefit will be available on the 1st of the month after 60 days of employment ** Benefit will be available after 90 days of employment About us: Brook & Whittle is a fast-growing company with strong potential for career growth. Wouldn't it be cool to go to the store and pick up products that you can say ‘we make that label'? We are a leading prime label printer offering packaging solutions for highly decorated shrink, film, and paper pressure sensitive products. We are highly innovative, developing new technologies and solutions to our customers' requests and needs; our skilled employees operate some of the most advanced presses in the market and we offer superior artwork. Our culture is first and foremost one of collaboration and teamwork. We hold ourselves to high professional, ethical and fairness standards. We have zero tolerance for anything less. We are a very diverse workforce that we celebrate as well; we reward good performance through our recognition program, our advancement opportunities and our pay structures. We welcome you to consider being part of this great team. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by the employee in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of a person in this position. AAP/EEO Statement Brook & Whittle LTD provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brook & Whittle complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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. Brook & Whittle expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brook & Whittle LTD's employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Salary Description $80,000.00 - $95,000.00 / per year

HarcoSemco LLC, a leading innovator in aerospace systems and technologies, is seeking a highly organized and detail-oriented Customer Account Manager. This role serves as a key liaison between customers, production planning, engineering, and internal teams. You'll manage the full contract process from order intake to post-delivery support, ensuring exceptional service and compliance with industry standards. This position must meet Export Control compliance requirements; therefore, a "US Person" as defined by 22 CFR 120.62, 15 CFR 734.2(b)(2)(ii), 10 CFR 810.3, 8 U.S.C. 1324b(a)(3) is required. "US Person" includes a US Citizen, lawful permanent resident, refugee, or asylee. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire. Key Responsibilities * Process incoming purchase orders; coordinate with production planning and departmental managers. * Act as a primary point of contact for customers regarding delivery schedules, order adjustments, complaints, and repair logistics. * Lead contract review processes and communicate requirements across internal departments. * Interface with customer portals and internal shipping teams to fulfill delivery expectations. * Prepare quotations for new and existing products, warranty clarifications, repair reports, and related sales documentation. * IUtilize Microsoft Office Suite, with particular focus on intermediate Excel functions (VLOOKUPs, Pivot Tables, Macros). * Navigate competing priorities in a dynamic aerospace environment by coordinating with cross-functional teams and aligning efforts with program objectives, regulatory standards, and customer requirements. * Engage in training sessions and professional development activities assigned to maintain up-to-date knowledge and skills. * Must be able to travel both international and domestic up to 10% Qualifications & Experience * BA or BS degree in Business Administration or related discipline preferred, or relevant work experience. * 3+ years of experience in customer service, sales or contract administration, preferably within regulated industries such as aerospace or automotive. * Experienced in managing customer relationships across sales and administrative functions, with preferred proficiency in ERP systems and client portal usage to streamline communication and workflow efficiency. * Proficient in Microsoft Word, PowerPoint, and Excel; familiarity with Excel functions such as VLOOKUPs and Pivot Tables preferred. * Willingness to grow within the organization and take on professional development opportunities. Work Environment & Physical Demands * Typical office environment, with controlled temperatures. * May be exposed to routine noise from manufacturing plant floor. * Must be able to push, pull, and lift at least 15 lbs., unaided. * Must be able to sit, stand, reach, bend, and grasp equipment, tools, or inventory. * Must be able to wear required Personal Protective Equipment (PPE) as necessary when working in areas on the manufacturing plant floor What do we offer: * Competitive compensation. * Generous paid time off, including 12 paid holidays. * 401K, Medical, Dental, Vision benefits effective on 1st of the month after hire date. * Company provided Life and Disability Insurance. * Tuition assistance program. Please note the salary information shown for this position is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. HarcoSemco offers a competitive salary, in addition to Medical, Dental, Vision, Basic Life Insurance, 401 (k), and Paid Time Off. For more information on benefits, please visit ******************************* If you're interested, please apply at ******************************* HarcoSemco provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, gender identity, age, sexual orientation, national origin, disability, veteran status, pregnancy, or any other characteristic protected by state, federal, or local law. HarcoSemco takes affirmative action to ensure that applicants and employees are treated fairly without regard to any protected characteristics. Discrimination of any type will not be tolerated.

Sales Operations Manager - Custom Furniture Design About the Company We are a fast-growing, market-leading custom furniture design company dedicated to superior quality, customer satisfaction, and innovative craftsmanship. With a strong reputation for excellence, we are seeking a dynamic Sales Operations Manager to optimize and elevate our sales process. Role Overview The Sales Operations Manager will be responsible for ensuring an efficient and effective sales cycle-from accurate quoting to follow-up processes to driving successful closings. This individual will partner closely with sales leadership and the design team to streamline operations, maximize customer satisfaction, and help the company scale with continued growth. Key Responsibilities Oversee and refine the quoting process to ensure accuracy, timeliness, and alignment with customer needs. Implement and maintain effective follow-up systems that drive engagement and conversions. Collaborate with the Sales team to ensure smooth handoffs and clear communication throughout the customer journey. Develop metrics and reporting to monitor pipeline health, forecasting accuracy, and deal progression. Identify and implement tools, processes, and best practices to improve overall sales efficiency. Support sales leadership with insights and recommendations that increase closing rates. Train and mentor sales team members on operational excellence, customer follow-up, and process discipline. Why Join Us? Be part of a growing, respected leader in custom furniture design. Work in a collaborative, customer-focused culture. Opportunity to shape and elevate sales operations in a high-growth environment. Competitive compensation and benefits package.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Melville, NY or Jersey City, NJ- Hybrid (3 days a week) WHAT YOU'LL DO: Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients located in the Northeast region. Assists clients with policy coverages and related questions Reviews the policy coverages for potential gaps and other needs of the policyholder Renews and retains assigned accounts Conducts renewal process Provide client with additional coverage options Maintains client files in appropriate systems and provides standard office/administrative support Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends Other duties as assigned Service Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs Assist clients in making coverage changes Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity Other duties as assigned Marketing Work with Placement Department and Producers to properly transition new business written For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies If needed, enter policy information into carrier websites for quote options Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers Present quote options to the client and/or Producer, if applicable Bind and issue policies in carrier websites or order policies from underwriters Other duties may be assigned Personal and Organizational Development Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Work effectively to resolve problems or enhance service in a timely manner Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Ensure expert knowledge is maintained Other duties may be assigned WHAT YOU'LL BRING: Full knowledge of Property Casualty lines of coverage and services Recognize problems and respond appropriately Able to analyze situations logically in order to draw solid conclusions Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel Strong attention to detail and time management abilities Strong ability to multi-task and assign priority Ability to work effectively and efficiently both with and without direct supervision Ability to work effectively and efficiently in a team environment as well as independently Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: High school diploma or GED equivalent required College degree preferred Two or more years experience in mid-size brokerage or carrier Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of interpersonal skills to handle sensitive and confidential situations Position continually requires teamwork, demonstrated poise, tact, and diplomacy New York Property & Casualty License or New Jersey Valid Driver License Ability to travel independently to clients; some air travel may be required COMPENSATION: The national average salary for this role is $65,000.00 - $75,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide With locations spread out across the US, our local market knowledge and industry expertise helps support our clients' regional and global needs We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees Our core values are: Owner mindset, Inspire trust, Think big, and Drive results If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Melville, NY or Jersey City, NJ- Hybrid (3 days a week) WHAT YOU'LL DO: * Processes applications, policies, endorsements, binders, certificates, audit requests, agency billing, and other items related to the servicing of clients located in the Northeast region. * Assists clients with policy coverages and related questions * Reviews the policy coverages for potential gaps and other needs of the policyholder * Renews and retains assigned accounts Conducts renewal process * Provide client with additional coverage options * Maintains client files in appropriate systems and provides standard office/administrative support * Maintain carrier relationships and follow any changes with our contracted carriers and keep up with industry trends * Other duties as assigned Service * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues * Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of clients policies in a timely and accurate manner * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs * Assist clients in making coverage changes * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity * Other duties as assigned Marketing * Work with Placement Department and Producers to properly transition new business written * For renewal marketing: Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies * If needed, enter policy information into carrier websites for quote options * Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers * Present quote options to the client and/or Producer, if applicable * Bind and issue policies in carrier websites or order policies from underwriters * Other duties may be assigned Personal and Organizational Development * Set priorities and manage workflow to ensure efficient, timely, and accurate processing of all responsibilities * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts * Maintain up-to-date client records, workflow tasks/activities, manuals or other required documentation * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company * Stay informed regard industry trends, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. * Work effectively to resolve problems or enhance service in a timely manner * Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands * Ensure expert knowledge is maintained * Other duties may be assigned WHAT YOU'LL BRING: * Full knowledge of Property Casualty lines of coverage and services * Recognize problems and respond appropriately * Able to analyze situations logically in order to draw solid conclusions * Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects * Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel * Strong attention to detail and time management abilities * Strong ability to multi-task and assign priority * Ability to work effectively and efficiently both with and without direct supervision * Ability to work effectively and efficiently in a team environment as well as independently * Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: * High school diploma or GED equivalent required College degree preferred * Two or more years experience in mid-size brokerage or carrier * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands * Must have high level of interpersonal skills to handle sensitive and confidential situations * Position continually requires teamwork, demonstrated poise, tact, and diplomacy * New York Property & Casualty License or New Jersey * Valid Driver License * Ability to travel independently to clients; some air travel may be required COMPENSATION: The national average salary for this role is $65,000.00 - $75,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-SG1 #LI-Hybrid

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 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Inspira is a brand relationship agency. Did we make that up? Yes, yes, we did. But defining ourselves as a “full-service agency” just feels too generic. Instead, we focus on what people can expect every time they work with us: an integrated approach to cultivating deeper, long-term relationships between brands and consumers. The kind of relationships that don't just drive sales, but help create powerful, active communities and long-term loyalty as well. Because the truth is, brands aren't all that different from humans. The best ones are the ones people like getting to know better. So, join us in driving meaningful impact for our clients, one relationship at a time. Job Description The Manager, Client Leadership leads the day-to-day client relationship and directs the work required to deliver against client objectives. This role is responsible for translating goals into clear plans, aligning cross-functional teams, and managing expectations throughout the lifecycle of programs. Managers focus on quality, clarity, and outcomes - ensuring work is delivered effectively and relationships remain strong. Job responsibilities will include but are not limited to: Serve as the primary day-to-day client contact, leading status discussions, managing expectations, and guiding conversations through evolving business needs Translate client objectives into clear workplans, briefs, and priorities that guide internal teams Direct cross-functional teams across strategy, creative, and production to ensure aligned execution and on-time delivery Manage scopes, budgets, timelines, and resourcing, identifying risks early and proposing solutions Lead reporting and recap development, ensuring results, learnings, and recommendations are clearly communicated Identify opportunities to expand scope, improve engagement, and strengthen client partnerships Qualifications Bachelor's degree in Marketing, Business Administration, Communications, or a related field 6+ years' of experience in account management, client engagement, or integrated marketing within an agency or related environment Strong organizational and project management skills with the ability to manage multiple workstreams, deadlines, and priorities Clear, confident communicator with strong written and verbal skills, able to articulate direction, manage expectations, and guide client conversations Proven ability to translate client objectives into actionable plans and lead cross-functional teams through delivery Demonstrated financial acumen in managing scopes, budgets, timelines, and resourcing High attention to detail and commitment to accuracy across documentation, communication, and workflow processes Ability to build strong client and team relationships, foster collaboration, and contribute positively to team culture Manage administrative tasks with attention to meeting agency compliance guidelines and standards Additional Information We believe stronger relationships lead to stronger outcomes-not just in business, but also in the communities we serve. That's why since day one we've partnered with Alex's Lemonade Stand Foundation, donating a portion of our profits each year to fund pediatric cancer research. The base compensation range for this job classification is between $65,000.00-$100,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions. This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more! Inspira Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law. Inspira is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact ********************************.