Customer success manager jobs in Rhode Island - 153 jobs

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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

As a Customer Success Manager on the Commercial team, you will be responsible for leading consultative conversations, participating in business reviews, analyzing key performance metrics, and ensuring our clients' ongoing success. You will become an industry expert with a focus on the Talent Acquisition (TA) space and work to establish yourself as a trusted advisor. Equipped with leading industry tools including Gainsight, you'll guide customers on product and industry best practices, and help to continually update mutual success plans. You'll also provide forecast reporting. With the support of internal cross-functional teams, you'll provide superior experiences resulting in a high rate of renewals. **About Us** When you join iCIMS, you join the team helping global companies transform business and the world through the power of talent. Our customers do amazing things: design rocket ships, create vaccines, deliver consumer goods globally, overnight, with a smile. As the Talent Cloud company, we empower these organizations to attract, engage, hire, and advance the right talent. We're passionate about helping companies build a diverse, winning workforce and about building our home team. We're dedicated to fostering an inclusive, purpose-driven, and innovative work environment where everyone belongs. **Responsibilities** + Successfully complete company training programs to build expertise in the iCIMS Talent Cloud products and TA industry. + Partner with cross-functional teams including account management and professional services to understand customer business objectives, products purchased, challenges, hiring strategy and maturity, technology stack, and more. + Leverage Gainsight and analytics platforms to build a deep understanding of customer adoption, data insights, and process while understanding overall account health. + Collaborate with the Account Manager to support the business review process by providing relevant account data. + Partner internally on the overall customer journey to ensure customer satisfaction. This may include supporting a customer with questions about the solutions, providing best practices, conducting product deep dives, and routing questions to the appropriate resource. + Support customer understanding of the iCIMS support model and training resources to drive proficiency and self-service capability. + Effectively prioritize customer projects to ensure achievement of SLAs while keeping internal partners informed. **Qualifications** + 1-2 years experience in a customer facing role for a solutions-based organization with accountability for customer support, renewals, expansion, or training, or experience in a talent acquisition/human resources role. + A passion for assisting customers solve business issues with advanced technology solutions. + Ability to use data and analytics to create practical insights to build customer strategic plans. + Experience forming relationships with multiple customer personas to align business goals to technology strategy and support their continued success. + Ability to prioritize competing requests from customers, partnering internally with key collaborators to ensure success. **EEO Statement** iCIMS is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at iCIMS. We are proud to be an equal opportunity and affirmative action employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you'd like to view a copy of the company's affirmative action plan or policy statement and/or if you would like to request an accommodation due to a disability, please contact us at ***************** . **Compensation and Benefits** We accept applications for this position on an ongoing basis until the position is filled. Applications will be reviewed as they are received, and qualified candidates may be contacted throughout the posting period. The anticipated base pay range for this position is ($55,000-$57,000). Additional compensation may include quarterly commissions, as applicable. Final compensation will be based on factors such as relevant experience, skills, education, internal equity, and market data. This range aligns with our commitment to equitable and transparent compensation practices, as required by applicable law. Competitive health and wellness benefits include medical, dental, vision, 401(k), dependent care, short term and long-term disability, life and AD&D insurance, bonding and parental leave, mindfulness resources, an open vacation policy, sick days, paid holidays, quiet hours each workday, and tuition reimbursement. Benefits and eligibility may vary by location, role, and tenure. Learn more here: ***********************************

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

Join Our Team! Pearson is the world's leading learning company. Our Pearson Assessment for Learning Suite (PALS) is a comprehensive portfolio of K-12 school assessment solutions including formative and interim academic assessments, academic and social/emotional wellness screeners, and MTSS solutions. Our Partner Success team supports the healthy and successful implementation of this full suite of products across the country! About the Role As a Success Partner, you will support a regionally assigned portfolio of midsize school district accounts. You will own the implementation experience for your accounts "end to end" across all PALS products. **Your core charge is to grow Pearson's School Assessment customers into true partners.** We believe we achieve that by adopting and honoring these three pillars: 1. Maximize the value of the product 2. Cultivate ease in the partnership 3. Nurture joyful loyalty to the Pearson brand Importantly, you will be joining a new Success team that is still founding. If you are looking for a mature, well-established Success org, this will not be the right fit for you. The right candidates will enjoy contributing to building something new, and will bring ideas, experience, and expertise that can be drawn on to inform and shape our systems and practices. Key Responsibilities Implementation Strategy + Develop a tailored implementation strategy for each partner that integrates our "gold-standard" implementation milestones for each product with the account's unique instructional, assessment, and technology priorities and ecosystem. + Develop clear goals for the account's implementation, and build shared investment in a healthy successful implementation, so that everyone knows what "success" looks like and you can guide the account through the year accordingly. Onboarding + Guide partners through roster data integrations, platform configurations, and compliance requirements for all products, so everything is set up just right! + Facilitate all onboarding activities prior to "go live" skillfully, communicating clearly and proactively with the account and cross-functionally inside of Pearson, enabling rapid completion of key adoption milestones. Nurture + Leverage data systems and communication cadences to proactively monitor the health of your accounts, drive product adoption and value, reduce churn, and build brand loyalty. + Engage accounts who are at risk or disengaged in recovery strategies to foster partnership, drive adoption, and improve overall account health. + Travel up to 4 nights per month for onsite activity supporting key implementation milestones or conference attendance alongside your accounts. Collaboration for Account Success + Partner closely with cross-functional teams within Pearson School Assessment, including Product, Technology, Marketing, Sales, Professional Development, and Support to ensure a seamless customer journey. + Value cross-functional collaboration and actively contribute to multi-directional feedback loops that strengthen our business and the customer experience. Insights & Innovation + Skillfully connect product usage and impact data into actionable insights with a meaningful story for partners, grounded in their implementation goals and strategy. + Operate with a focus on systems and scalability that optimize the customer experience, business efficiency, and industry leadership. Success Partner Competencies and Leveling We understand that competencies are broader than mere knowledge or skills - they reflect how someone applies what they know (knowledge) and what they can do (skills) in real-world situations. Our team had adopted a framework of seven competencies, with five performance levels, to evaluate our performance, identify priority areas for improvement, and drive coaching. Our Partner Success competencies are: 1. **Product & Industry Expertise** 1. Deep knowledge of PALS products, technical requirements, and industry trends. 2. **World-Class Partnership & Relationship Management** 1. Build trust-based, enduring partnerships and multi-stakeholder relationships. 3. **Communication & Influence** 1. Deliver clear, compelling, collaborative communications and advocate for partners internally and externally. 4. **Strategic & Systematic Thinking** 1. Design scalable processes, anticipate challenges, and apply data literacy to support decision-making. 5. **Accountability & Results Orientation** 1. Deliver reliably, prioritize effectively, and proactively manage risks. 6. **Adaptability & Growth Mindset** 1. Adjust to shifting contexts, integrate feedback, and demonstrate a resilient perspective in ambiguity. 7. **Insights, Innovation & Business Acumen** 1. Translate data into insights, lead ROI conversations, and drive innovation. The performance levels for our competencies are: Beginning> Learning> Practicing> Mastering> Leading. Our Success Partners are expected to build toward Mastering on all competencies but may have a few competencies at the Practicing level. Who We're Looking For Must Haves + Experience as a K-12 educator in US public schools. + Demonstrated use of formative, interim, or screener/MTSS assessment data to impact student outcomes at the classroom, school, or district level. + Commitment to getting it right, not being right; low ego, high agency. + Appreciation for the full customer journey and cross-team collaboration. + Strong personal organization and time management skills. + Exceptional warmth and relationship-building skills. + Ability to communicate with customers in a world-class manner that nurtures value, joy, and loyalty, while protecting Pearson's business interests. + Meticulous attention to detail in technical and configuration tasks. + **Willingness to travel as needed (up to 4 nights/month expected).** Preferred + Experience in EdTech and/or Customer Success. + Familiarity with Salesforce, Microsoft O365 Suite, Smartsheet, + Existing knowledge around One Roster data specs, authentication and identity management providers, and other roster data integration technologies. + Understanding of assessment measurement models. + **Location in or near key Pearson hubs (Denver, Austin, Cedar Rapids, etc.) is a plus.** What You Can Expect From Us + Strong coaching relationship with your manager and robust support for development. + Opportunities to contribute and lead as our team matures. + A culture prioritizing operational excellence, impact, and fun. + **Remote-first flexibility, with access to Pearson office spaces as desired.** + Deep respect for inclusion, representation, and belonging. + Competitive compensation and benefits, including medical, dental, vision, 401K, stock options, parental leave, education reimbursement, wellness resources, and more. **Who we are:** At Pearson, our purpose is simple: to help people realize the life they imagine through learning. We believe that every learning opportunity is a chance for a personal breakthrough. We are the world's lifelong learning company. For us, learning isn't just what we do. It's who we are. To learn more: We are Pearson. Pearson is an Equal Opportunity Employer and a member of E-Verify. Employment decisions are based on qualifications, merit and business need. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, protected veteran status, disability status or any other group protected by law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. If you are an individual with a disability and are unable or limited in your ability to use or access our career site as a result of your disability, you may request reasonable accommodations by emailing ******************************************. **Job:** Customer Success **Job Family:** GO\_TO\_MARKET **Organization:** Assessment & Qualifications **Schedule:** FULL\_TIME **Workplace Type:** Remote **Req ID:** 22065 \#location

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

When you join Renaissance , you join a global leader in pre-K-12 education technology! Renaissance's solutions help educators analyze, customize, and plan personalized learning paths for students, allowing time for what matters-creating energizing learning experiences in the classroom. Our fiercely passionate employees and educational partners have helped drive phenomenal student growth, with Renaissance solutions being used in over one-third of US schools and in more than 100 countries worldwide. Every day, we are connected to our mission by exemplifying our values: trust each other, win together, strive for the best, own our actions, and grow and evolve. **Job Description** The Customer Success Manager Senior is a strategic leader within the Customer Success organization, responsible for the successful delivery and long-term performance of complex, multi-year statewide K-12 assessment programs. This role owns program strategy, execution, and outcomes for high-visibility state contracts, ensuring compliance with regulatory requirements, operational excellence, and sustained customer trust. The Senior Program Manager serves as a trusted advisor to state education agencies and internal executive leadership. **In this role as a Customer Success Senior, you will:** + Provide **strategic and operational leadership** for a portfolio of large-scale, multi-year state and consortium assessment contracts. + Own **end-to-end program accountability** , including scope, budget, timelines, service levels, risk management, and contractual compliance. + Act as the **primary executive-level point of contact** for state departments of education, facilitating governance structures, steering committees, and regular executive briefings. + Define program vision, success metrics, and long-term roadmaps in partnership with state stakeholders and internal leadership. + Lead and coordinate cross-functional teams across assessment operations, product, psychometrics, technology, data, implementation, sales, and customer success. + Anticipate, identify, and mitigate **strategic, operational, and compliance risks** , driving corrective actions and escalation as needed. + Ensure assessment programs are delivered in alignment with **state and federal accountability requirements** , accessibility standards, and testing policies. + Use advanced data analysis and performance metrics to evaluate program health, implementation fidelity, and customer outcomes. + Drive continuous improvement by standardizing **program management frameworks, tools, and playbooks** across state assessment engagements. + Serve as the **voice of the customer at the enterprise level** , influencing product direction, assessment design, operational processes, and service enhancements. + Partner with sales and executive teams to support **contract renewals, amendments, and growth opportunities** , including participation in RFP responses and oral presentations. + Mentor and provide functional leadership to program managers and customer success professionals, setting standards for excellence and scalability. + Prepare and deliver executive-ready communications, including program reviews, risk assessments, and strategic recommendations. + Represent the organization as a thought partner in state education discussions related to assessment, accountability, and implementation best practices. + Perform additional duties as assigned in support of organizational goals. **For this role as a Customer Success Senior, you should have:** + Expert-level **program and portfolio management** capabilities, including governance, financial oversight, and multi-vendor coordination. + Demonstrated success managing **high-risk, high-impact state or government contracts** in regulated environments. + Deep expertise in **K-12 education systems** , with significant experience in **statewide assessment programs** . + Strong understanding of **assessment policy, psychometrics, accessibility, and compliance requirements** . + Exceptional executive communication and stakeholder-influence skills. + Ability to lead through ambiguity, resolve complex issues, and make data-informed strategic decisions. + Proven experience influencing cross-functional teams and senior leaders without direct authority. + Strong leadership, coaching, and mentoring skills. **Bonus Points:** + 7+ years of experience in program management, assessment operations, customer success, or implementation within education, edtech, or assessment organizations. + Extensive experience working directly with **State Departments of Education** and state assessment initiatives. + PMP or equivalent program management certification preferred. Additional bonus for hitting CSM targets applies. #LI-Remote **The below compensation range is based on national market data and may vary by experience and location.** Salary Range $68,000-$93,500 USD **Benefits for eligible US employees include:** + World Class Health Benefits: Medical, Prescription, Dental, Vision, Telehealth + Health Savings and Flexible Spending Accounts + 401(k) and Roth 401(k) with company match + Paid Vacation and Sick Time Off + 12 Paid Holidays + Parental Leave (20 total weeks with 14 weeks paid) & Milk Stork program + Tuition Reimbursement + Life & Disability Insurance + Well-being and Employee Assistance Programs Frequently cited statistics show that some women, underrepresented individuals, protected veterans and individuals with disabilities may only apply to roles if they meet 100% of the qualifications. At Renaissance, we encourage all applications. Roles evolve over time, especially with innovation, and you may be just the person we need for the future! **Equal Opportunity Employer** Renaissance is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. For California Residents, please see our Privacy Notice for California Job Candidates here . **Reasonable Accommodations** Renaissance also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition (TATeam@renlearn CRM.onmicrosoft.com) . **Employment Authorization** Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. For more information about Renaissance, visit: ***************************

Job Description Who is Atominvest Our software powers the world's leading investment firms (across private equity, VC, infrastructure, credit etc.) enabling them to efficiently manage and drive value across their core business functions of investing, fundraising, operations and sustainability. At Atominvest, you'll be working on something very exciting: the future of work, investments and sustainability/ ethical investing for the world's best investors, and delivering a positive impact through this. Based on the growth we are experiencing, we think we're on to something big. It won't be easy. Joining a scale up business is an amazing and rewarding challenge, pushing well beyond the boundaries of natural growth cycles. You'll move quicker than feels comfortable, and be brilliant at continually re-prioritizing what must get done to keep Atominvest growing year over year at the pace of the best SAAS companies on the planet. We've gone from zero to ten, now we're looking to go from ten to one hundred! Role Overview: As a Customer Success Manager at Atominvest, you will own the end-to-end delivery of our platform for both new and existing clients. You will serve as the primary partner for some of the world's leading alternative investment managers, ensuring fast, smooth implementations while driving adoption, advocacy, and long-term account expansion. This role sits at the heart of our commercial organisation - representing the face of Atominvest to clients and collaborating closely with Product, Engineering, and Sales to ensure client objectives are consistently met. What You'll Be Doing Act as the main point of contact for clients throughout onboarding, implementation, and ongoing success. Manage the full customer lifecycle: requirements gathering, configuration, data migration, testing, training, go-live, and post-deployment adoption. Shorten time-to-value by proactively managing timelines, dependencies, and client expectations. Analyze client datasets, workflows, and reporting structures to configure optimal solutions. Lead discovery workshops, training sessions, and regular business reviews with decision makers and operational stakeholders. Deliver white-glove support, ensuring issues are escalated, prioritised, and resolved quickly. Identify expansion opportunities by understanding client goals and how Atominvest can support their broader operating model. If you're excited by solving complex problems for sophisticated clients and influencing how the alternative investments industry operates, we'd love to hear from you. Requirements Prior experience in Customer Success, Implementation, or a client-facing role in a high-growth B2B SaaS environment. Strong understanding of the private markets ecosystem, investor reporting, and ideally fund accounting concepts. Exceptionally organised, with strong project management instincts and attention to detail. Analytical, structured thinker with experience interpreting and working with client datasets. Advanced Excel skills. Clear, concise written and verbal communication-you can simplify complexity for senior stakeholders. Proven ability to deliver best-in-class client service in fast-moving environments. Collaborative team player who contributes ideas and learns quickly. Ambitious, entrepreneurial mindset with resilience and a bias toward action. Bonus: hands-on project management experience or formal PM frameworks. Interview Process Initial screening call Conversation with our US Customer Success Lead Case study Interview with our Global Head of Customer Success Conversation with US team member Offer and onboarding at Atominvest What we offer Competitive compensation (fixed base salary + performance incentives) 25 days of holiday per year + bank holidays Hybrid working style (a minimum of 3 days in our central London office is required) Cycle2Work scheme Employee Assistance Programme (EAP) to support employee wellness A culture of trust, ownership, responsibility and autonomy in your work An incredible team of smart and mission-driven people to work with Fun working atmosphere Significant growth opportunities Company-wide socials and events

We are seeking an experienced and highly motivated program manager to join our Strategic Initiatives team in MSL. Strategic Initiative Managers build and scale programs to strengthen the impact of our product and research teams. This includes defining project goals, creating project plans, managing project timelines, and ensuring that projects are delivered on time and within budget. We drive efficiency, cultivate relationships, increase knowledge sharing, and build capacity within our organization.The ideal candidate is entrepreneurial, experienced in navigating ambiguous situations, partnering with leadership, able to facilitate our teams' best work by managing short- and long-term projects and initiatives, anticipating project issues and resolving them, connecting resources to research/product needs, and removing barriers to doing great work. This role requires project and program management experience and broad knowledge of artificial intelligence, research, and product development. Communication skills, stakeholder management, the ability to manage complex logistics, and an organized approach are mandatory. **Required Skills:** Manager, MSL Strategic Initiatives Responsibilities: 1. Ensure that all MSL work on models consistently fulfills applicable regulatory requirements 2. Managing the inbound flow of data and privacy escalation requests 3. Legal engagement case management 4. Regulatory response tracking and management 5. Reporting & Metrics: Establish metrics and reporting mechanisms to track audit progress and outcomes **Minimum Qualifications:** Minimum Qualifications: 6. 3+ years driving end to end programs with ML/AI engineering teams 7. 8+ years working in FAANG (or similar sized tech) companies 8. 8+ years work demonstrated experience in program management in the area of privacy/risk/data 9. Quantitative, analytical, and conceptual problem-solving skills combined with business acumen 10. Proven track-record of organizing, developing, and executing strategy projects that deliver results 11. Experience driving end to end programs with ML/AI engineering and research teams **Public Compensation:** $189,000/year to $258,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

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

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

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

**"We enable greatness in people and organizations everywhere.** " FranklinCovey (NYSE: FC) is the workplace of choice for _Achievers with Heart_ . We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the _Leader_ _in Me_ membership, which is designed specifically for our Education Division. Enterprise clients include _Fortune 100_ , _Fortune 500_ , thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions. To learn more, visit franklincovey.com **Title:** Key Account Client Success Manager **Payroll Title:** Client Success Manager - Key **Division & Department:** Enterprise Client Success **Status:** Full-Time Exempt **Reports to:** Manager, Client Success **Location:** Remote - Anywhere in the contiguous US **Compensation:** Anticipated compensation for this position is an OTE of $140-154k* split 80/20 between base/commissions. **Job Summary** The Key Account Client Success Manager is a high-impact, strategic role at the center of FranklinCovey's partnerships with our largest enterprise clients. You will steward complex, large-scale organizations in close collaboration with our Client Partners (sellers) and delivery/logistics teams, ensuring clients realize maximum value and measurable impact from FranklinCovey's content, technology, and services. You will lead clients from onboarding through multi-year engagement, acting as a strategic advisor to senior and executive stakeholders in HR, Talent, Learning, and various business units. Drawing on your learning and development expertise, business acumen, and data-driven insight, you will design and help clients execute enterprise-wide learning and behavior change strategies that drive adoption, performance improvement, and account growth. **Essential Job Functions** **Client Onboarding, Launch & Adoption** + Conduct discovery to confirm desired outcomes and understand the client's learning environment, learner profile, and timelines + Design and recommend learning solutions by aligning relevant content, technology, and services and clearly outlining compelling and feasible implementation strategies + Onboard new clients effectively, ensuring a smooth transition from sales and a rapid time to first value + Provide engaging orientation to the FranklinCovey partnership including All Access Pass subscription and related elements + Provide training, tools, templates, and guidance to support client launch, learner engagement, and stakeholder enablement. + Enable enterprise-scale adoption and change strategies that drive sustained behavior change across large, distributed populations. **Strategic Value Realization & Partnership** + Build strong, executive-caliber relationships focused on driving results and demonstrating value + Serve as a strategic thought partner for clients, responding to requests and proactively sharing best practices and insights + Facilitate discovery and solutioning to design implementation strategies for new or additional learning programs, audiences, and use cases + Conduct regular value reviews to review performance metrics, communicate impact, gather feedback, and identify opportunities for greater utilization and expansion + Use client data (utilization, engagement, outcomes) to provide strategic recommendations and inform "next best step" investments in content, audiences, and services. + Co-create and execute multi-year account plans with Client Partners, identifying new populations, sequencing initiatives, and shaping services that expand client impact and influence account growth. **Cross-Functional Collaboration, Logistics & Client Advocacy** + Coordinate closely with internal teams (sales, services, delivery/logistics, product, marketing, and tech support) and advocate for client needs and timely issue resolution + Partner with delivery/logistics teams to ensure large-scale, multi-region delivery plans are feasible, consistent, and aligned with client expectations. + Contribute to client and team success by sharing insights, learnings, and best practices internally + Support internal task force work to develop new client and learner engagement tools, templates, and processes + Inform product development prioritization by representing the client perspective and emerging needs. + Occasional travel for client and internal meetings (typically fewer than 6 times per year) **Performance Metrics** You will be measured on both client outcomes and account performance, including: 1. Subscription revenue retention 2. Services delivery 3. Client health score 4. Defined success plan 5. License utilization 6. Pulse and engagement 7. Adherence to the client engagement process In addition, you will influence account revenue forecasting and pipeline by providing timely insights on renewal, expansion, and risk across your portfolio. **Basic Qualifications** + 7+ years of experience in training and talent development at the organization or division level + 3+ years in a client-facing consulting role with executive/senior leaders and/or multiple stakeholders/workstreams + 3+ years of account or project/program management experience **Preferred Skills & Experience** + Excellent communication and presentation skills, with the ability to engage and influence stakeholders at all levels, virtually and in person + Proven ability to influence renewal and expansion opportunities by identifying, validating, and positioning subscription or service growth + Demonstrated success driving behavior change or learning adoption at enterprise scale (e.g., large, multi-region or multi-business-unit audiences). + Strong project and program management skills; able to manage multiple strategic and tactical initiatives simultaneously while maintaining attention to detail + Proficient with Zoom, Teams, PowerPoint, and Outlook; comfortable with continuous learning of new technology and functionality + Client-centric approach with a passion for delivering exceptional service, measurable impact, and long-term partnerships + Knowledge of FranklinCovey content and familiarity with adult learning methodologies + Experience facilitating training programs in a corporate setting + Experience working in a subscription or SaaS environment; Customer Success certification (e.g., CCSM) or related field is a plus + Experience using Salesforce or other CRM software and SharePoint + Organizational development or HR experience/credentials; coaching or consulting experience or certification; leadership experience (formal or significant cross-functional) + FranklinCovey client admin or facilitator experience; prior Sales or Customer Success Manager experience Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit ********************************** for details. *Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data. Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration. **Employer Information** For an overview of our Interview Process, please visit ************************************************************ FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit ************************************************************* for our full **Equal Employment Opportunity** policies and **Nondiscrimination Provision.** Direct Reasonable Accommodation requests to accommodations@franklincovey.com. For our Privacy Policy, please visit ************************************** \#LI-Remote \#LI-CL1

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

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

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

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** This exciting role will be a fit for a person who naturally has a desire to help and assist others in being successful, the role will be focused on managing a portfolio of new clients in their first 6 months as a customer of the bank. You goal will be to grow spend volume and revenue above existing benchmark to maximize the return we see from each new customer. Responsibilities include training new customers on products and technology platforms, monitoring customer spends and behaviors for ongoing management and intervention to improve performance, working with various departments to source solutions to client assistance issues, work closely with sales team to strategies on non-responsive programs. **Responsibilities Summary:** + Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate decisions on how to boost client performance + Build strong partnerships and alignment with internal stakeholders + Develops strategic client plans + Maintain organized pipeline within client management platform + Be able to learn technology platforms and be competent in training others in using it + Have a comfort in being able to meet a performance/ revenue goal **Basic qualifications** + Bachelor's degree, or equivalent work experience + Seven to ten years of client support, Relationship management or sales experience **Preferred Skills/Experience** + Are currently in sales or have a desire and skill set suited for a sales role + Providing consultative advice to customers, growing portfolios through various program optimization activities, and making appropriate referrals + Strong sales, relationship management and business development abilities + Knowledge of Credit Card or Commercial card products and services + Broad knowledge of bank products and services that result in successfully capitalizing on all opportunities to expand relationships and sales of bank's products + Strong analytical and problem-solving skills Ability to work effectively with individuals, groups, and vendors across the company to manage customer relationship. + Well-developed written communication and verbal presentation skills is a must. **_The role is posted as remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week_** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

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. * 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