Customer success manager jobs in Stamford, CT - 380 jobs

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

Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************

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

Job DescriptionDescription: Flora Health is a leading healthcare technology and media company redefining how pharmaceutical and life sciences organizations connect access, affordability, and engagement at the point of care. Through its integrated data and technology platform, Flora unites EHR-embedded communications, real-time access services, and advanced analytics that enable partners to reach healthcare providers and patients where treatment decisions are made. Summary Flora Health is seeking an Associate Customer Success Manager to support our growing Customer Success team. This role is responsible for assisting with the delivery, performance tracking, and success of client campaigns across our healthcare media and point-of-care (POC) solutions. Working closely with senior team members, you'll help ensure campaigns run smoothly, client needs are met, and internal teams stay aligned. This is an ideal opportunity for someone early in their career who's eager to grow in healthcare marketing, account management, and client strategy within a fast-paced, collaborative environment. Requirements: Responsibilities Support Senior Customer Success Managers in managing client campaigns and partnerships. Assist with onboarding and setup for new client campaigns across EHR and POC platforms. Track campaign pacing, compile performance reports, coordinate with Finance on monthly billing and reconciliation and help prepare client business reviews (QBRs). Coordinate with internal teams (Sales, Product, Operations and Growth) to ensure deliverables are met on time. Maintain client-specific documentation, utilize and keep internal dashboards up to date, and monitor project timelines. Respond to client requests promptly and professionally, escalating issues as needed. Learn Flora Health's media and data offerings, developing a strong understanding of client objectives and KPIs. Contribute to process improvements for reporting, tracking, and client engagement workflows. Qualifications 1-3 years of experience in customer success, client services, marketing operations, or account coordination (internships or agency experience welcome). Strong communication, organization, and follow-up skills. Comfortable working with data, reports, and spreadsheets to analyze results. Team player who thrives in a fast-paced, evolving environment. Experience or interest in healthcare marketing, EHR, or digital media is a plus. Bachelor's degree in marketing, business, communications, or a related field preferred.

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

We are looking for someone to join our Customer Success team who is passionate about helping retailers use technology! KWI is developing innovative technology solutions to help retailers transform their business. Our Customer Success Managers (CSMs) are responsible for the overall health of our relationships with our retail clients. They focus on developing, nurturing, and advocating for our clients and ensuring they are getting the most usage out of our products. A successful client relationship is one where our clients see the value not only in our products, but in the care and expertise they receive from our internal team. Our CSMs are the quarterback of that satisfaction. They might not always have the answers, but they are willing to go the extra mile to ensure that our clients get the information they need so they can run their business successfully. They also care deeply about our clients' business and partner with them proactively through regular touchpoints, including weekly calls and quarterly business reviews, to ensure they have a pulse on where our clients' business is going and how we can best support them. Especially with the onset of COVID-19, retailers need technology now more than ever before. They are being asked to do things they have never done before (think curbside pickup) and we are in a great position to support them. Our platform allows KWI to deliver an industry-leading service that enables our customers to make informed decisions that drive the success of their business. Come join our team and help us transform the retail landscape! About the Job Conduct regular ongoing meetings with retail clients to keep a pulse on business challenges and needs and make recommendations to help address those needs Ensure clients are maximizing KWI's technology solutions and offerings; recognize gaps and drive usage or recommend solutions Identify opportunities for growth and expansion within customer base by understanding their business goals and anticipating their future needs Maintain a detailed understanding of KWI's products and services; become a subject matter expert in not only our clients' business but in how our solutions can support them Maintain a pulse on internal client projects and issues; work with internal Support teams to review customer complaints and concerns and seek to improve all aspects of the customer experience with the company Optimize existing processes within the company and actively enhance all Customer Success initiatives Assist with pre-sales activities and training as needed About You You have a minimum of 5-7 years of experience in a client services, customer success, or account management role Bachelor's degree or equivalent experience You have experience supporting a retail platform and/or an ecommerce platform Your strongest asset is your ability to communicate and build relationships with people You are highly motivated and collaborative; a natural team player You are a curious person and a creative thinker You can perform under pressure and meet deadlines while demonstrating enthusiasm towards colleagues and clients You can anticipate change and proactively adjust priorities and strategies accordingly You have outstanding written and verbal communication skills Experience within a SaaS organization or working with SaaS technology is preferred, but not required Experience in retail or working with retailers is preferred, but not required About Us We are a small team with a big vision: to be the premier provider of cloud technology solutions for retailers. KWI offers a complete, unified commerce solution from a single database, specifically designed to help specialty retailers grow their business. We combine Point of Sale, Merchandising, e-Commerce, CRM, and Loss Prevention into one cloud-based platform. We are a values and mission driven organization, and we believe that if we develop and demonstrate leadership in our strategy, operations, and people, we will continue to drive product innovation and service excellence. When it comes to our people, we strive to create an environment where our teams can live and work well. KWI's culture is rooted in our core values - commitment, respect & dignity, accountability, reliability, passion, and caring . While we do find time to have fun, we also work hard. We encourage our people to take risks, to challenge the status quo, to improve processes, and to be better every day. We have a team of passionate and dedicated employees who are committed to making themselves and our clients better. KWI is a privately-held, debt-free, and 100% management owned company that continues to grow! At KWI, we know that cultivating diversity and fostering an inclusive work environment is critical to our impact and success. We create and support an environment where no individual is advantaged or disadvantaged because of their background. We offer equal employment opportunity regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. With a commitment to maintaining a bias-free environment in which harassment is prohibited, we respect cultural diversity and comply with the laws on the places in which we operate. We expect our business partners, suppliers, clients, and all of our team members to uphold these commitments.

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

THE OPPORTUNITY We seek an experienced, passionate, and highly motivated Client Success Manager based in Stamford, CT. This person will use deep understanding of Tru Optik's technology & services capabilities combined with up-to-date knowledge of each client's business model and objectives to ensure client satisfaction, retention, and help maximize client and Tru Optik revenue. The Client Success Manager also assumes responsibility for client and partner communications during the implementation process and is responsible for achieving on-time launches of expansion projects for existing customers. Tru Optik's client service philosophy is based on establishing long-standing client relationships formulated foremost on trust as well as high-touch and proactive service. This position will initially report to the Chief Client Officer. KEY RESPONSIBILITIES · Understand, track, and follow-up on all open projects as well as their prioritization towards supporting the strategic vision of the account as articulated by the sales and revenue teams. · Be able to understand and use Tru Optik's technologies be able to provide general guidance on how to use our products · Deeply understand each client's business including business models, key operating statistics, high-level technical architectures and key partnerships. · Directly oversee, prioritize and quarterback all new major technology installations as well as ongoing expansion projects. While not directly responsible for revenue, you can have a material impact on the business by nailing on-time implementations. · Work closely with technical support teams to ensure smooth operations of day-day customer support. · Assist clients in selecting the best data solutions given their requirements. · Manage the collection and relative prioritization of new feature requests. Submit through to product management and see through to completion. · Work closely and help lead Tru Optik training teams to facilitate the continued education of our customers. ABOUT YOU · BA/BS degree and 3-6 years experience with internet technologies · 3-6 years experience in the online advertising/internet marketing field in a client-facing capacity · Understand the online video business and/or data solutions that add value · Possess the leadership skills necessary to work with a large and complex client, acting as the primary point of contact day-to-day · Any experience working directly with more traditional television businesses can be a plus · Demonstrate a track record of exemplary project and program management skills · Able to prioritize requests and workload, keep to-do lists, and prioritize those lists both within and across a book of business · Very strong communication skills both written and verbal · Excited to help large companies manage their successful use of enterprise-focused technology · Value answering client questions in a highly timely manner and able to marshal internal resources to do so where needed. OTHER VALUES · Smart and excited about learning in a dynamic work environment · Self-motivated and can thrive in a startup · Optimistic · Fun to work with · Fundamentally excited about the opportunity to reshape an industry! BENEFITS Tru Optik offers a competitive benefits package including subsidized healthcare, 401k match, office snacks, and a flexible approach to vacations and time off. Tru Optik is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veteran's status or any other characteristic protected by law.

Job Purpose The Client Manager - Denial Management will provide leadership to Denial Management leadership and their teams, including supervision of staff, reviewing of processes, and providing recommendations for improvement of operations. Goal is to meet or exceed Denial Management KPI benchmarks and client specific KPI's. Maintain or exceed team productivity and quality standards. Work with Director to understand and communicate the root cause of denials and provide data to assist the client to implement effective processes to correct actions. In this position, the Manager assists with recruiting, interviewing, and orienting new employees, monitoring and evaluating staff performance, and ensuring all employees have the tools and training for optimal productivity. Duties and Responsibilities Provide management and supervision related to educating and training staff, evaluating staff performance and monitoring productivity Interview, hire, train, evaluate, and develop staff where applicable Develop and maintain quality control programs, including in-depth and individual performance reviews Orient new hires and provide in-services and training, continuing education, and development related to those functional areas of responsibility Plan, organize and direct overall operations of the Denial Management team assigned as it relates to appeals and follow up Work in conjunction with Director, Client Management, to set and manage target performance levels Actively engage with client(s) to understand needs and deliverables with the goal of creating a true partnership Ensure that team stays current with client requirements and industry requirements and/or trends Maintain an overall objective of high overturn rates, minimization of inventory and accurate client reporting Actively engage with and manage Denial Management team, including routine productivity and quality reviews Assure that team is meeting follow up quality and productivity standards Identify denial trends, including overturn rates, and make recommendations Use, protect and disclose patients' protected health information (PHI) only in accordance with Health Insurance Portability and Accountability Act (HIPAA) standards Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years' experience managing and leading at a supervisory level or the equivalent Ability to work well individually and in a team environment Must be reliable, responsible, goal oriented and flexible Results driven Excellent interpersonal, communication and organizational skills High degree of integrity including ability to successfully deal with sensitive or confidential information Ability to exhibit poise, composure and confidence when confronting stressful or high pressure situations Working Conditions Must possess a smart-phone or electronic device capable of downloading applications, for multifactor authentication and security purposes. Physical Demands: While performing the duties of this job, the employee is occasionally required to move around the work area; Sit; perform manual tasks; operate tools and other office equipment such as computer, computer peripherals and telephones; extend arms; kneel; talk and hear. Mental Demands: The employee must be able to follow directions, collaborate with others, and handle stress. Work Environment: The noise level in the work environment is usually minimal. Med-Metrix will not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, veteran status, other non-merit based factors, or any other characteristic protected by federal, state or local law.

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

Job DescriptionDescription: Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering both cloud-based and on-premise software tailored for organizations with complex accounting requirements, such as multi-entity and inter-company accounting. Our comprehensive suite includes modules like General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Fixed Asset Management, Project Accounting, Workflow Automation, Financial Reporting, and Budget Software. Serving industries including insurance, banking, credit unions, and financial services, Flexi is renowned for its robust features, flexible deployment options, and exceptional customer support. Position Summary We are seeking a client-facing professional with strong project management, solution consulting, and customer relationship skills to join our growing Client Success team as a Client Success Manager. This hybrid role is broken into four core functions: Client Success (40%) Project Management (30%) Solutions Consulting (20%) Other Strategic Initiatives (10%) The ideal candidate will be responsible for guiding clients through the full post-sale lifecycle-from onboarding and implementation through long-term engagement and optimization. You'll serve as a trusted advisor, working cross-functionally to ensure clients derive maximum value from our solutions, and play a key role in delivering a high-touch customer experience that fosters loyalty and retention. Key Responsibilities Client Relationship Management (40%) Serve as the primary point of contact and advocate for assigned clients. Develop a deep understanding of client goals and build trusted, long-term relationships. Proactively monitor customer health and address issues before they escalate. Identify and pursue opportunities for upselling, cross-selling, and expansion. Serve as the voice of the customer to internal product and engineering teams. Project Management (30%) Manage onboarding and implementation projects from kickoff to go-live. Develop and maintain detailed project plans, timelines, and communication cadences. Coordinate efforts between client stakeholders and internal teams. Track project milestones, manage risks, and ensure successful delivery on time and within scope. Solutions Consulting (20%) Partner with clients and Account Executives to understand and translate business requirements into effective configurations of the Flexi suite. Provide consultative support for workflow design, product usage, and optimization. Support data migration, testing, and training initiatives in collaboration with technical resources. Help clients understand and fully adopt features that align with their strategic objectives. Other Strategic Initiatives (10%) Contribute to process improvement efforts and documentation that scale customer success practices. Collaborate on customer feedback programs and product enhancement planning. Participate in internal training and mentoring initiatives as needed Requirements: 5+ years of experience in a customer success, implementation, or consulting role supporting enterprise software solutions. Strong understanding of project management principles with the ability to manage multiple concurrent projects. Technical proficiency with accounting software, ERP systems, and relational databases (SQL knowledge a plus). Excellent communication and interpersonal skills with a customer-first mindset. Proven ability to translate complex technical topics into client-friendly guidance. Experience working with financial services or accounting software is highly preferred. Bachelor's degree in Business, Accounting, Information Systems, or a related field. Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. Location: Shelton CT preferred or Remote Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive background check. No phone calls, please. Principals Only. Drug-free workplace. M/F/V/H EEO

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

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

**Dealer Success Manager (DSM)** **As a Dealer Success Manager, you operate as a Strategic Consultant and Customer-Centric Partner to our auto dealers, anchoring your efforts firmly within the Capital One Sales Process. This role requires an extremely high-level partnership with your POD counterparts to collectively strategize and achieve superior success, providing the consultative expertise and training enablement that support the POD's core sales objectives.** **You are instrumental in expanding our footprint by contributing to and supporting the POD's efforts in gaining and retaining Navigator Platform subscribers. This support includes providing specialized expertise during initial pitches and compelling closing techniques, while the DSM takes ownership of the seamless setup, expert training, and strategic Return on Investment (ROI) conversations. You will educate and gain buy-in from key auto dealer stakeholders, ensuring they maximize the value of our technology and processes, which has a direct impact on the company's bottom line. You will play a key role in Capital One's technology and relationship evolution.** **We are seeking dedicated, disciplined, sales professionals who excel in a team environment, are experts in process improvement, and have strong interpersonal skills. This individual must be able to effectively communicate and influence partners across the company and across multiple levels of the organization. Strong analytical skills, attention to detail, and the ability to adapt to a dynamic agile environment are essential to succeeding in this role. Due to the training and product nature of this role, we are looking for a customer-centric individual who can excel at training/driving tool adoption, with the ability to deeply understand the product and troubleshoot a number of technical issues quickly.** **Key Responsibilities** **:** + **Strategic POD Partnership: Collaborate and partner with the Area Sales Manager (ASM), and POD team members (RMs, ARMs) to develop and execute cohesive market strategies and achieve unified sales goals.** + **Sales Enablement and Retention Cycle Ownership: Drive superior success by contributing to and supporting the POD's sales efforts for Navigator Platform, and owning the customer adoption and retention lifecycle, which includes:** + **Driving process improvements aligned with superior customer outcomes and the overarching Capital One Sales Process.** + **Providing subject matter expertise on processes and Navigator Platform when representing the Sales organization.** + **Product and Process troubleshooting, specifically relating to Navigator Platform.** + **Frequent, in-market visits to dealerships to foster relationships and execute the customer enablement cycle.** **Travel** **:** **This position will be traveling up to 50% within the metro area of Jericho, NY.** **Basic Qualifications** **:** + **High School diploma, GED or equivalent certification** + **At least 1 year of experience in Process Management** + **At least 1 year of experience in Relationship management** **Preferred Qualifications:** **Bachelors Degree** **2+ years of experience in Process Management** **2+ years of experience in Relationship management** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Jericho, NY: $131,800 - $150,500 for Dealer Success Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Security Client Manager, based out of our White Plains, New York branch. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Salary: $70,000 / year Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1473830

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Aires (************** has been providing best-in-class relocation management services for over 40 years and is a recognized industry leader in delivering high quality relocation and assignment management services to leading corporations. We Have… An award-winning technology platform, built in-house, that aligns with the future state of Global Mobility A strong Aires brand consistently ranked among the mobility industry's highest annual customer-satisfaction scores and a client retention rate of over 98% A high internal promotion rate and long-tenured employees, highlighting our commitment to career growth and development A comprehensive benefits package, including a 401K match Hybrid work environment An excellent career opportunity is currently available for a Client Service Manager reporting to the Aires Danbury, CT office. This exciting opportunity is in a high growth environment where you will utilize your experience to manage the overall client relationship and service experience. Position Responsibilities: Manages the client relationship and service experience for clients of low to moderate volume and complexity. Works closely and continuously with clients to build strong and enduring partnerships. Collaborates with internal teams through the use of strong communication skills to facilitate the delivery of world-class customer service and get results. Utilizes product knowledge, problem-solving skills and training to enhance customer engagements and achieve successful outcomes. Provides training to new and existing team members on client specific policies and processes. Provides strategic guidance to help clients achieve their mobility objectives by leveraging Aires' technology, products and services. Proactively monitors client programs, project outcomes, and overall satisfaction. Leads implementation and client transition process for low to moderate volume clients. Delivers customer feedback as a voice of the customer to internal teams identifying customer needs, ideas, and challenges. Advocates for solutions, product enhancements, and other actions to meet the needs of customers. Drives business and strategy review process. Applies retention and recovery strategies to retain longstanding client relationships. Required Qualifications: High School Diploma/GED required, Associate's or Bachelor's degree preferred. Minimum of 3 years relocation industry experience, some or all of which involved client retention and/or handling real estate. Certified Relocation Professional (CRP) or Global Mobility Specialist (GMS) certifications are a plus. Exemplary interpersonal skills a must, including the ability to deliver presentations before large and small groups and respond to ad-hoc questions. Must be willing to travel for client visits 25%- 30% of the time, including overnight stays, and participate in the business development process, as needed. Additional Qualifications: Excellent customer service and administrative skills Computer literacy with MS Office products, and ability to grasp proprietary software Demonstrated ability to manage multiple competing tasks Ability to follow policies and procedures Can-do attitude Genuine desire to help others Team oriented mindset, with a strong sense of care and urgency Desire to embrace our core values: Client Focus, Results, Responsibility & Accountability, Collaboration and Innovation.

Global Industrial For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America. We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America. Key Responsibilities * Global Equipment has a customer focused sales approach which includes the following core competencies: o Planning and Organizing. o Develop and manage a tactical account/territory sales plan. o Thorough client analysis to assess customer needs, values, purchasing behavior, and motivation. o This includes extensive researching, competitor and market analysis. o Execute a sales strategy for penetrating accounts and maximize sales, e.g. prospecting, cold calling, identifying key decision makers and determining buying criteria. o Effectively develop and manage your sales plan by setting daily/weekly/monthly goals and objectives, prioritizing tasks, utilizing your time effectively and efficiently, and taking full advantage of available resources. o Utilize sales planning tools and the pipeline management process to obtain business objectives and goals. o Relationship Building. o Build trust and credibility with clients. o Learning and engaging the customer to understand the process of what they value, e.g. strategic and investigative questioning. o Assist your customer with finding solutions that will help them achieve their goals and added value. o Provide support, information, and guidance by researching and recommending new profit and service improvements. o Position yourself for new opportunities through networking and identify cross selling and up selling opportunities. o Providing superior customer service which includes learning everything you can about them so you can tailor your service approach to their needs and buying habits. o Courtesy and timely follow up are key. o Product Knowledge. o Understanding of Global Equipment Company industry and products o Stay abreast of industry trends. o Utilize internal resources to gather information regarding new product offerings. o Communication Skills. o Effective verbal communication skills, e.g. speaking clearly, listening attentively, building rapport. o Ability to write clearly and succinctly in a variety of communication settings, e.g. business letters and emails o Ability to effectively persuade by asking intelligent business questions to determine customer needs. Competencies and skills * Requires Bachelor degree in business or marketing or at least 2 years of telephone business to business sales experience. * Knowledge and competence in the major elements of inside sales including cold calling, business development, customer qualification, and customer acquisition. * Superior sales planning and business development skills. * Excellent written/verbal communication and presentation skills. * Strong computer skills to include proficiency in Microsoft Word, Outlook and PowerPoint and CRM Software. * Self motivated with superior problem solving and negotiation skills. * Effectively prioritize sales efforts and activities. * Excellent organization and time management skills are essential. * Proven Results in: o YOY Category Growth o Contact Management and demonstrates consistent use of technology tools such as CRM, Pipeline, Call Pad, Spotlight, ZoomInfo o Multi location account coverage o Proven track record of exceeding revenue targets * 2+ years enterprise account experience * 2+ years sales experience with Global Industrial * Willingness to accept new account assignments that are vertically aligned with concentrated number of accounts * Industry Specific Expertise EEO/AA Statement Global Industrial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.