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Relationship Manager jobs at Grandbridge Real Estate Capital - 488 jobs

  • Commercial Banker III

    Truist 4.5company rating

    Relationship manager job at Grandbridge Real Estate Capital

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $20MM to $100MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. **Essential Duties and Responsibilities** Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. **Qualifications** **Required Qualifications:** The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $170,000 - $200,000. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $52k-68k yearly est. 2d ago
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  • Account Manager - Real Estate Leasing Portfolio

    Real New York 3.6company rating

    New York, NY jobs

    The Leasing Team at REAL New York is in charge of driving rentals for our exclusive property owner/management customer base. As a Leasing Coordinator, you will be responsible for the full leasing cycle from new vacancy through successful lease up. We are looking for a proactive, detail-oriented, results-driven, solution-oriented individual with clear communication skills to join our growing team! Ideal Leasing Coordinator Act as the primary company liaison for assigned accounts and portfolios with the goal of developing a strong relationship with accounts ensuring we are providing optimal customer service. Ensure the company database is kept up-to-date. Conduct weekly audits to ensure marketing is in line with company standards. Provide consistent feedback to property management/owners on the status of assigned vacancies, steps that the company is taking to drive lease up, showing feedback from agents and making suggestions about positioning. Drive leasing performance for assigned accounts by evaluating photography, listing information, marketing, descriptions, agent assignment, lead generation and pricing. Develop internal marketing strategies to drive leasing results for your assigned portfolios. Be an expert on your assigned portfolios by visiting buildings and touring assigned units. Confirming amenities, finishes and evaluating pricing. Review applications for assigned accounts to ensure terms are in line with property management expectations. Negotiate deal terms with the goal of finding a happy medium where possible. Announce deposits and compile/submit applications for approval ensuring that all application requirements are met. Ensure completed lease packages and payments are delivered in a timely manner to property management. Ensure tenants are provided with move-in instructions. Ensure all new assigned accounts are fully onboarded as per onboarding processes. Ideal Candidate Good judgment - The exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome. Detail-oriented - Exercise extreme attention to detail; is thorough, accurate, organized, productive and seeks to understand both the cause and effect of a situation. Results-driven - Consistently achieves results, even under difficult circumstances. Clear communication - The ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding. Solution oriented mindset - Help identify the source of a question or challenge and provide the right, or a better, way of doing things based on the needs of your accounts and/or the department. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance
    $72k-116k yearly est. 1d ago
  • Regional Manager

    RHP Properties 4.3company rating

    Saint Paul, MN jobs

    Headquartered in Farmington Hills, Michigan, RHP Properties (************ is the nation's largest private owner and operator of manufactured home communities. With over 370 communities throughout 30 states, we continue to expand our footprint to provide accessible and affordable housing across the country. All of this would not be possible without the energy and drive of our talented team members! We invest in our team members, with regular training, opportunities for advancement, and team events to bring everyone together. We are presently seeking an individual who will manage the administration of a portfolio of manufactured home communities in Minnesota, in an efficient and profitable manner, including mentoring and motivating team members to meet goals while maintaining community appearance, resident satisfaction, sales, occupancy, revenue generation, and cost control. As a successful Regional Manager, you will: Ensure the Community Manager is depositing daily rent collections, pursuing delinquent rents, implementing scheduled rent increases and performing evictions within State and Company guidelines. Hire, train, and motivate the Community Manager to ensure deadlines are met and Company Policies and Procedures are followed. Administer discipline with proper documentation. Demonstrate leadership in corporate attitude, communication skills, and professional appearance. Exemplify strict adherence to company policies and procedures. Make regular and periodic visits to communities; inspect the community grounds, community buildings, and community-owned homes to ensure they are maintained in a clean and presentable manner. Identify any unusual activity, and recommend areas for improvement. Process, approve, and forward in a timely manner all documents related to accounts payable to the Corporate Office. Maintain and approve onsite employees' timesheets, time-off requests, and records to coordinate accurate compensation and benefits. Communicate new assignments and policy changes to the onsite staff. Inform the HR department, in a timely manner, of any position changes and promotions. Perform staff reviews annually as directed by corporate. Work with the Community Managers in analyzing and preparing meaningful explanation to the monthly budget variance reports (BVR). Analyze monthly BVR to identify unfavorable variances and trends and work with the Community Manager to create an action plan to control, reduce, and eliminate these variances. Assist in the creation of operating budgets. Review and analyze the daily, weekly, and monthly reports and address any incorrect data, inconsistencies or issues you discovered with the Community Manager. Ensure the Community Manager is analyzing these reports and is prepared to explain any issues you discovered and is taking the necessary steps to correct in the future. Assist the Community Manager in managing accidents, emergency situations, and immediate mechanical needs and ensure the proper reports are submitted to Corporate in a timely manner. Remain aware of safety issues and administer constant corrective measures to ensure a safe working and living environment of all residents and team members. Ensure all information is entered accurately and completely into the management software within a timely manner. Understand the market by performing regular market studies in which communities are located to develop marketing strategies that will increase the number of revenue-producing sites. Ensure the promotions are in line with the marketplace. Respond to customer complaints in a timely manner. Assist with correspondence of third parties including but not limited to lenders, insurance carriers, agents, etc. Offer recommendations on improving the financial performance of the property to the COO and manage the implementation of the approved recommendations. Always stay focused on retention. Physical Move-Outs are a top priority always. Work with CM's to ensure they are selling the benefits of our listing program and that they are tracking the current FSBO's Minimum Requirements: A minimum of 2 - 5 years of multisite management experience required; management of manufactured home communities preferred. Bachelor's Degree or college certification preferred; HS Diploma or GED required. Exceptional customer service skills. Valid operator's license, access to a vehicle, and the ability to travel to between communities. Proficiency in Microsoft Office, specifically Word, Excel, and Outlook. Management Skills: Team Building, Coaching, Decisiveness, Leadership, Motivation, Planning and Organizing, Decision Making, and Conflict Management and Resolution. Strong communication and problem-solving skills. Understanding of financial statements and financial analysis. Experience with structured reporting, deadline criteria, market surveys and rent increase notice deadlines. We are Proud to Provide the following: Competitive compensation plus eligibility to earn commissions and bonuses Access to benefits including medical, dental and vision insurance Short-term and long-term disability Life insurance Generous Paid Time Off and holidays Flexible spending account 401(k) with company match
    $67k-80k yearly est. 1d ago
  • Regional Manager (Premiere Luxury Portfolio)

    Related Management Company 4.4company rating

    New York, NY jobs

    Related Companies' Luxury Rentals division is seeking a Regional Manager to oversee our reserved collection of Class A residential assets across NYC. This is a unique opportunity for an accomplished operations leader to drive performance, elevate resident experience, and uphold the exceptional standards that define the Related brand. The Regional Manager is responsible for leading the overall operations and performance of a Class A residential portfolio totaling 5 assets. Reporting to the Vice President/Senior Vice President, this leader ensures financial health, operational excellence, regulatory compliance, and exceptional resident experience across multiple properties. The Regional Manager directly supervises and develops General Managers and Resident Managers, setting strategy, coaching leaders, and holding teams accountable to deliver against ownership's objectives. If you're a dynamic Regional Manager with a passion for luxury living, operational precision, and people development, we invite you to join the team behind the city's most celebrated communities. Portfolio Overview: This role will oversee a premier portfolio of luxury high-rise rental assets across Manhattan's most dynamic neighborhoods, including flagship developments within the Hudson Yards ecosystem and beyond. The portfolio features One Hudson Yards , a marquee residential tower integrated into one of the most globally recognized mixed-use developments in the world, alongside Abington House , a luxury waterfront property offering expansive residences and resort-style amenities in West Chelsea. The Regional Manager will also have responsibility for MiMA , a high-density, design-forward residential tower in Midtown West; The Westport , a modern luxury community serving a sophisticated urban renter profile; and The Lyric , a contemporary residential tower known for elevated finishes, service-driven operations, and strong market positioning. Together, these assets represent a diverse yet cohesive luxury rental portfolio requiring best-in-class operational leadership, brand stewardship, and institutional ownership mindset. Key Responsibilities Leadership and People Management Coach and mentor General Managers, building strong leadership pipelines across properties. Oversee hiring and performance management of site staff, ensuring compliance with policies and a high-performance culture. Partner with HR/Training on onboarding, development, and succession planning. Financial Oversight Develop and manage annual operating and capital budgets. Review financial statements, variance reports, and investment opportunities. Approve purchase orders and bad debt write-offs up to $10,000. Ensure accurate rent collection, vendor management, and compliance with reporting deadlines. Portfolio Operations and Compliance Oversee administrative, regulatory, and compliance processes at all sites. Monitor property audits and implement corrective actions when needed. Ensure consistent application of policies, tenant relations, and legal compliance. Resident and Community Experience Champion high resident satisfaction by setting service standards and monitoring property performance. Oversee escalated resident issues, lease enforcement, and community engagement. Ensure brand standards are consistently met across the portfolio. Maintenance and Capital Projects Set maintenance and capital improvement strategies across the 5-8 assets. Oversee preventive maintenance planning, inspections, and asset preservation at a portfolio level. Review and approve vendor contracts, bids, and capital project scopes; ensure alignment with company standards and budgets. Partner with Engineering leadership on large-scale projects, regulatory compliance, and building code requirements. Hold General Managers and Maintenance Supervisors accountable for unit turns, curb appeal, safety standards, and service delivery. Drive long-term planning for capital investments, energy efficiency, and asset value enhancement. Conduct weekly full property inspections to ensure general upkeep and cleanliness. Marketing and Leasing Partner with marketing and leasing leaders to drive occupancy, retention, and rent growth. Monitor market trends and competitive properties to ensure portfolio performance. Support training on leasing standards, resident engagement, and brand consistency. Special Projects Lead regional initiatives and act as backup for the Vice President as needed. Contribute to companywide projects, training programs, and strategic planning. Benefits: Personalized Health Care: Multiple medical, dental, and vision plan options; Employee Assistance Program Financial Benefits: Competitive salary and incentive packages; matching 401(k); FSAs and HSA; employer-paid life and AD&D insurance; paid leave & disability programs Social Wellness: 19+ days of PTO; mental health counseling & resources; fertility, surrogacy, and adoption assistance; volunteer days and donation matching Career Development: Learning & training programs; tuition & certification reimbursement; internal advancement opportunities Compensation: The anticipated base salary range for this position is listed below. In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives and a comprehensive benefits package. $180,000 - $210,000 + Discretionary Bonus The actual base salary within the anticipated range will be determined by several components, including, but not limited to, the individual's experience, skills, qualifications, and market factors. Qualifications 7+ years of progressive property management experience, including at least 3 years leading multi-site operations within luxury rental communities throughout NYC. Proven track record managing Class A residential portfolios, ideally with responsibility for 5 or more assets. Strong financial acumen, with hands-on experience in budgeting, forecasting, and reporting. Inspiring and collaborative leader, skilled in coaching, mentoring, and empowering teams to achieve results. Excellent communication, organization, and problem-solving abilities, with a proactive, solution-oriented mindset. Proficient in Microsoft Office and property management software, using technology to enhance efficiency and service delivery. Deep commitment to delivering an exceptional resident experience while maintaining operational and brand excellence. Executive presence and strategic leadership capability, able to represent the organization with professionalism and confidence across all levels. WORKING CONDITIONS Full-time, exempt position with travel across assigned properties. Must be accessible for after-hours emergencies. Flexibility to adapt to changing business needs. Overview Build Your Career with Related Management Company A subsidiary of Related Companies, Related Management Company (RMC) is a premier owner/operator of real estate, managing hundreds of properties across multiple states and Washington, D.C. We set the standard in workforce, market-rate, and luxury housing while leading in sustainability, with many new developments pursuing LEED Silver certification or higher. At RMC, exceptional service, innovative design, and thriving communities define our work. Our success is powered by bold thinkers and entrepreneurial spirits, fostering growth, internal mobility, and leadership development. We are proud to be an equal-opportunity employer committed to building an inclusive culture with competitive compensation aligned with experience and market standards. 🔗 Explore careers at *************** For details on our hiring policies and privacy practices, visit our Privacy Policy .
    $75k-99k yearly est. 3d ago
  • Sales Manager

    Homeservices of Nebraska 3.6company rating

    Lincoln, NE jobs

    HomeServices of Nebraska is excited to hire a Sales Manager in our Lincoln, NE office. This role will manage one or more real estate sales office(s). Recruit, develop, train and retain an effective sales associate and office support team to meet objectives for profitability and growth. Work with executive sales management and affiliated business partners to carry out sales office programs, policies, and objectives. Purpose of the Role Lead the Office to New Heights Champion programs and strategies that hit - and exceed - targets in profitability, revenue, transaction volume, core-services usage, and overall office performance. Strengthen and promote partnerships with our affiliate teams (title, mortgage, insurance, relocation) to maximize opportunities and enhance the client experience. Energize the team by communicating and implementing company-wide initiatives across marketing, technology, human resources, and more. Build and lead a best-in-class staff through recruiting, training, coaching, and performance management. Provide accurate and timely reporting to executive leadership. Represent your office proudly at company meetings and events. Recruit, Develop & Empower Sales Talent Create and execute strategies to attract and retain both new and experienced sales associates. Inspire success by coaching agents through sales tactics, business planning, and complex transactions. Lead high-energy sales meetings that motivate, inform, and foster collaboration. Elevate agent performance by driving strong participation in training and development programs. Foster strong community presence through office involvement and outreach initiatives. Strengthen Culture & Operational Excellence Cultivate a positive, motivated, inclusive office culture through communication, recognition, and engaging events. Minimize conflict and resolve issues quickly, professionally, and fairly. Maintain high visibility and accessibility for associates and staff. Stay plugged into the real estate industry-market trends, regulations, guidelines, and company policies. Ensure office compliance with all company and regulatory requirements. Take on other projects and responsibilities that support office success. What Success Looks Like You consistently deliver exceptional results with professionalism, quality, and timeliness. You build strong relationships across staff, agents, customers, and business partners. You demonstrate strong leadership, both behaviorally and technically, while continuously developing your skills. You honor company standards, HR policies, safety guidelines, and confidentiality expectations. Education Bachelor's degree in business or related field - or equivalent professional experience. Advanced management training is a plus. Experience 6+ years of real estate experience with proven sales success and strong transaction knowledge. Background in sales, management, or administrative operations including budgeting and business planning. Prior real estate sales management experience strongly preferred, especially in profit management and agent recruitment/retention. Skills & Expertise Deep understanding of state and federal real estate regulations. High-level technical and transactional real estate savvy. Strong technology skills, including MS Office and real estate digital tools. Exceptional communication, leadership, and interpersonal abilities. Organizational excellence with the ability to juggle priorities and deliver high-quality results. Analytical mindset with strong decisiveness and problem-solving capabilities. Action-oriented approach - you get things done. Licenses Real Estate license required. Broker's license required depending on state/office. We offer a full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP) Equal Opportunity Employer
    $28k-34k yearly est. 1d ago
  • Account Manager - (Healthcare Facilities Management) - San Antonio, TX

    CBRE 4.5company rating

    San Antonio, TX jobs

    Job ID 253635 Posted 07-Jan-2026 Service line GWS Segment Role type Full-time Areas of Interest Building Management, Facilities Management Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery. In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience. **About the Role:** As a CBRE Account Management Manager, you will oversee a small to medium-sized team responsible for delivering all client commitments. This is part of the Operations Management job function. They are responsible for coordinating staff functions and operations that support the organization's goals and strategies. **What You'll Do:** + Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. + Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. + Consult with sales professionals to define basic project requirements. Investigate various approaches to attain end results. Inform the organization of potential risks and implement action plans to address them. + Assist with the coordination of resources needed to service projects and build strategic operational plans. + Responsible for the management of sales, and relationships with small to medium-sized clients. Identify new sales opportunities and improvements within existing accounts. + Monitor service level performance to ensure client service levels are met and exceeded. Present findings to Sr. Management. + Prioritize open issues and tasks, working closely with both internal and client cross-functional teams. Serve as a point of contact for key systems and processes for projects. + Manage expectations of the client and project team regarding the scope of work and responsibilities. daily performance and ongoing delivery against contractual obligations + Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement. + Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives. + Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes. **What You'll Need:** + Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred. + Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems. + Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Extensive organizational skills with a strong inquisitive mindset. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Why CBRE** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. **Applicant AI Use Disclosure** We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
    $40k-60k yearly est. 3d ago
  • Account Manager (Facilities Management) - Dallas, TX

    CBRE 4.5company rating

    Dallas, TX jobs

    Job ID 255743 Posted 13-Jan-2026 Service line GWS Segment Role type Full-time Areas of Interest Building Management, Facilities Management Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery. In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services, including ESG, Security Consulting, Workplace Strategy, and Workplace Experience. **About the Role:** As a CBRE Account Manager, you will oversee a small to medium-sized team responsible for delivering all client commitments. This is part of the Operations Management job function. They are responsible for coordinating staff functions and operations that support the organization's goals and strategies. **What You'll Do:** + Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. + Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. + Consult with sales professionals to define basic project requirements. Investigate various approaches to attain end results. Inform the organization of potential risks and implement action plans to address them. + Assist with the coordination of resources needed to service projects and build strategic operational plans. + Responsible for the management of sales, and relationships with small to medium-sized clients. Identify new sales opportunities and improvements within existing accounts. + Monitor service level performance to ensure client service levels are met and exceeded. Present findings to Sr. Management. + Prioritize open issues and tasks, working closely with both internal and client cross-functional teams. Serve as a point of contact for key systems and processes for projects. + Manage expectations of the client and project team regarding the scope of work and responsibilities. daily performance and ongoing delivery against contractual obligations + Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement. + Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives. + Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes. **What You'll Need:** + Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. + Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred. + Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems. + Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Extensive organizational skills with a strong inquisitive mindset. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Why CBRE** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. **Applicant AI Use Disclosure** We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE GWS CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies. Find out more (******************************************************************************* CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
    $37k-56k yearly est. 4d ago
  • Client Relationship Leader

    CRC Group 4.4company rating

    Remote

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Retail Partner Strategy & Growth Planning Develop detailed growth plans for assigned retail partners Translate retail broker operating models into actionable CRC strategies Identify priority segments, coverage lines, and execution opportunities Continuously refine plans based on market feedback and results Relationship & Stakeholder Leadership Serve as a senior, credible interface with retail broker leadership Build trust-based relationships focused on long-term partnership, not transactional placement Cross-Functional Execution Coordinate across CRC producers, placement teams, operations, and leadership Drive execution without direct authority, aligning diverse stakeholders around shared goals Ensure follow-through against agreed strategies and timelines Market & Competitive Insight Bring current, first-hand insight from carrier distribution or competitor environments Track competitor positioning and retail broker behavior in target segments Provide feedback to leadership on where CRC should invest or adjust approach Executive Communication Present clear execution plans and progress updates to CRC leadership Confidently articulate strategy, risks, and outcomes with executive presence EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 8-10+ years of experience in roles at both carriers and retail brokerage firms is required. CERTIFICATIONS, LICENSES, REGISTRATIONS n/a FUNCTIONAL SKILLS Required Significant experience working with large national retail brokers Strong background in carrier distribution, broker engagement, or strategic accounts Proven ability to build and execute structured growth plans Highly self-directed, organized, and proactive Preferred Current or recent role at a carrier or specialty distributor Experience focused on the specific broker segments CRC is targeting Prior exposure to wholesale brokerage or specialty markets The annual base salary for this position is $137,000.00 - $157,000.00. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $137k-157k yearly Auto-Apply 18d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Fort Myers, FL jobs

    Account Manager Sunrise Landscape, operating as CLA Landscape, are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work! We are excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000 employees. Headquartered in Tampa, Florida, for more than 40 years, our services focus on meeting the customer's needs with a commitment to landscape and service excellence. In prioritizing the importance of this vision, we are excited to have the opportunity for an Account Manager for our expanding area in Fort Myers, FL. The right candidate is someone who is innovative and bring new ideas on how we focus on a client-first culture. This role will be located in Fort Myers Fl and will serve various clients in that area. Your Role The Account Manager (aka Client Success Manager) will be the primary business and relationship manager for Sunrise Landscape's Venice based customers. This role requires someone with deep experience in client management and can bring new ideas on how to highlight an excellent client experience. This role requires an exceptional attitude of managing relationships and excellent day-to-day communication with both the client and the operations teams on service delivery. This position will be expected to establish regular business reviews including formal presentations and generating annual budget and account plans. In this role, you will be expected to do the following: Develop, build, nurture and maintain exceptional client relationships for a portfolio of large commercial landscape customers; act as the primary relationship and escalation contact with client. The primary functions includes relationship management, operational support and coordination, launch readiness, communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Aids clients in achieving their goals. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of Client Delight. Lead internal team meetings to problem solve through collaboration and communication resulting in a more efficient and effective delivery of service for the client accounts. You will need to influence without direct reporting authority. Proactively plan and communicate daily operational plans to ensure leaders and front-line crews execute on the client scope of work. Develop and communicate weekly client updates regarding operations and property needs. Create all client proposals and build annual and multi-year client budgets. Conduct property quality assessments through onsite inspections to keep clients informed of work being performed, work scheduled and other property needs. Understand core issues happening at the branch location and within crew operations to enhance branch and bring solutions to resolve enabling you to be seen as a valuable resource for operational improvement. What You Bring To Us: Bachelors' degree required. Minimum of 5-7 years' of professional experience in a client facing role; excellent track record in establishing and maintaining client relationships. (Client References a big plus!) Strong written, verbal, and interpersonal communication skills are critical to this position - and embodies a collaborative work style. Must be a good listener and able to respond to clients in a professional manner. The ability to work independently as well as working with management on key client issues. Excellent organizational skills with the ability to: perform detail-oriented work accurately, handle several assignments simultaneously, maintain confidential information, and produce reports in a timely manner. Ability to travel to client sites in the Venice area. Additional Information: We are excited to review your qualifications for the Account Manager role. Please note, if you do not submit a resume outlining the details of your previous roles & responsibilities, we are unable to move forward with considering your candidacy. What We Offer: Competitive Salary: Attractive compensation package commensurate with experience. Benefits: Health, dental, and vision insurance; 401(k) with company match; paid time off; and professional development opportunities. Work Environment: Collaborative and supportive team culture with opportunities for career growth and advancement. Work-Life Balance: Flexible work arrangements and a commitment to maintaining a healthy work-life balance.
    $46k-85k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Relationship Manager

    Primelending 4.4company rating

    Lubbock, TX jobs

    PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus. The Relationship Manager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services. Bachelor's degree. 5+ years of commercial lending experience, with expertise in C&I and CRE financing Formal credit training (Commercial Credit Certification or equivalent underwriting experience) Strong knowledge of credit underwriting, financial statement analysis, and loan structuring Proven ability to source, develop, and close commercial loan transactions in Texas Deep relationships with business owners, developers, and financial professionals across Texas markets. Strong partnership mindset, with experience collaborating across Treasury, Wealth, Credit, and other divisions to serve clients holistically Ability to balance business development with strong risk management discipline. Strong negotiation, communication, and relationship management skills. Ability to travel within Texas for client meetings and industry engagements High interest in and involvement in the communities where we live and work. Strong knowledge and application of Salesforce and MS Office products, including Outlook, Excel, Word, and PowerPoint. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Business Development & Relationship Banking Serve as a trusted advisor, providing customized financial solutions to business owners and real estate investors. Bank full relationships, ensuring clients utilize multiple services, including loans, deposits, treasury management. Proactively develop new C&I and CRE lending opportunities through direct prospecting, referrals, and industry engagement. Partner internally with Treasury Management, Wealth Management, and other business lines to provide comprehensive financial solutions. Maintain a wide variety of contacts within and outside the bank, actively contributing to key organizations, community groups and industry associations to expand market reach. Credit & Risk Management Identify and structure transactions that align with the bank's credit policy and risk parameters. Conduct in-depth credit underwriting, analyzing borrower financials, cash flow, industry trends, and collateral to ensure sound credit decisions. Work closely with credit analysts and risk teams to package loan proposals for approval. Stay informed on financial markets, regulatory changes, and banking products to advise clients effectively. Closely monitor the assigned loan portfolio, identifying risks, collecting key information and proactively working with borrowers to mitigate potential issues. Deal Execution & Collaboration Manage deals from inception to close, ensuring smooth execution and adherence to bank credit and compliance standards. Work closely with senior leadership, legal, and credit teams to finalize loan structures and terms. Partner with internal stakeholders to ensure seamless onboarding and implementation of financial solutions.
    $61k-95k yearly est. Auto-Apply 25d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Pinellas Park, FL jobs

    Client Relationship Manager - Landscape Maintenance Division: Maintenance Operations / Client Success Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue. Key Responsibilities Client Engagement & Retention Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor. Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients; act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success. Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of “Client Delight”. Growth & Revenue Expansion Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline. Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility. Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement. Operational Partnership & Quality Assurance Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews. Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams. Participate in production meetings to review upcoming work, client feedback, and enhancement schedules. Qualifications 5+ years of professional client service, account management, property management, or related B2B service industry experience. Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus. Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence. Must be a good listener and able to respond to clients in a professional manner. Proven ability to grow accounts through relationship-based selling and disciplined follow-up. Valid driver's license and ability to travel locally to client sites. Core Competencies & Attributes Relationship Builder - creates trust and credibility with clients through consistent, proactive communication. Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics. Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression. Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations. Financial Awareness - understands job costing and margin performance through reporting. Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence. To qualify as a Driver, in addition to the above, you must: Possess a valid driver's license (must be issued from United States for at least 3 years). Clean driving history for at least 3 years. Pass a drug test.
    $47k-87k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Orlando, FL jobs

    Client Relationship Manager - Landscape Maintenance Division: Maintenance Operations / Client Success Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue. Key Responsibilities Client Engagement & Retention Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor. Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients, act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success. Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery. Create Executive Summaries outlining issues/problems and solutions, present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of “Client Delight”. Growth & Revenue Expansion Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline. Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility. Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement. Operational Partnership & Quality Assurance Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews. Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams. Participate in production meetings to review upcoming work, client feedback, and enhancement schedules. Qualifications 5+ years of professional client service, account management, property management, or related B2B service industry experience. Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus. Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence. Must be a good listener and able to respond to clients in a professional manner. Proven ability to grow accounts through relationship-based selling and disciplined follow-up. Valid driver's license and ability to travel locally to client sites. Core Competencies & Attributes Relationship Builder - creates trust and credibility with clients through consistent, proactive communication. Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics. Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression. Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations. Financial Awareness - understands job costing and margin performance through reporting. Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence. To qualify as a Driver, in addition to the above, you must: Possess a valid driver's license (must be issued from United States for at least 3 years). Clean driving history for at least 3 years. Pass a drug test.
    $47k-87k yearly est. Auto-Apply 7d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Tampa, FL jobs

    Client Relationship Manager - Landscape Maintenance Division: Maintenance Operations / Client Success Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue. Key Responsibilities Client Engagement & Retention Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor. Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients; act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success. Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of “Client Delight”. Growth & Revenue Expansion Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline. Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility. Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement. Operational Partnership & Quality Assurance Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews. Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams. Participate in production meetings to review upcoming work, client feedback, and enhancement schedules. Qualifications 5+ years of professional client service, account management, property management, or related B2B service industry experience. Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus. Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence. Must be a good listener and able to respond to clients in a professional manner. Proven ability to grow accounts through relationship-based selling and disciplined follow-up. Valid driver's license and ability to travel locally to client sites. Core Competencies & Attributes Relationship Builder - creates trust and credibility with clients through consistent, proactive communication. Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics. Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression. Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations. Financial Awareness - understands job costing and margin performance through reporting. Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence. To qualify as a Driver, in addition to the above, you must: Possess a valid driver's license (must be issued from United States for at least 3 years). Clean driving history for at least 3 years. Pass a drug test.
    $47k-87k yearly est. Auto-Apply 60d+ ago
  • Commercial Banking Relationship Manager

    Primelending 4.4company rating

    McAllen, TX jobs

    PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus. The Relationship Manager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services. Bachelor's degree in Business, Accounting or Finance 8 to 10 years experience in managing a commercial loan portfolio with a proven track record in sales ability/aptitude and business development. Motivation and initiative are essential along with excellent communication and presentation abilities. Demonstrated skills in organization, flexibility in scheduling and resourcefulness are required. Travel to develop and maintain customer base, ability to produce various documents on industry-related software required. Excellent written and oral communication and analytical skills Excellent PC skills, including word processing and spreadsheets Excellent time management, organizational and problem-solving skills The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Develops and maintains commercial business relationships for both deposit and loan activities with existing customers and new customer prospects. Assesses risk and structures loans, including lines of credit, inventory, accounts receivable, equipment and commercial real estate loans. Identifies and develops potential commercial lending opportunities within an assigned market segment. Develops multi-family portfolio. Maintains a wide variety of contacts within and outside the bank. This includes membership in and active contribution to several key organizations. Cross sells other bank products and services. Maintains customer confidence and protects operations by keeping information confidential. Contributes to the team effort by performing other job-related duties as assigned.
    $54k-86k yearly est. Auto-Apply 25d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Bradenton, FL jobs

    Client Relationship Manager - Commercial Landscape Maintenance Division: Maintenance Operations / Client Success We appreciate external partnerships but this role is being managed via direct hires. No agency or third-party recruiter submissions. Location: We are hiring Client Relationship Managers in the Greater Tampa Bay, Greater Orlando, Ocala/Gainesville, Bradenton and Ft Myers areas. *This role requires previous experience managing clients in a B2B/service oriented business. Candidates without this experience will not be considered. To Apply: Please provide a cover letter and professional resume. Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue. Key Responsibilities Client Engagement & Retention Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor. Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients; act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success. Partner with Sales (Business Development Executives) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery. Create Executive Summaries outlining issues/problems and solutions; present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of “Client Delight”. Growth & Revenue Expansion Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline. Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility. Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement. Operational Partnership & Quality Assurance Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews. Participate in production meetings to review upcoming work, client feedback, and enhancement schedules. Qualifications 5+ years of professional client service, account management, property management, or related B2B service industry experience. Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus. Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence. Must be a good listener and able to respond to clients in a professional manner. Proven ability to grow accounts through relationship-based selling and disciplined follow-up. Valid driver's license and ability to travel locally to client sites. Core Competencies & Attributes Relationship Builder - creates trust and credibility with clients through consistent, proactive communication. Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics. Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression. Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations. Financial Awareness - understands job costing and margin performance through reporting. Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence. To qualify as a Driver, in addition to the above, you must: Possess a valid driver's license (must be issued from United States for at least 3 years). Clean driving history for at least 3 years. Pass a drug test. Compensation Compensation for this role will be market competitive and will start at $75k and commensurate with experience. This will include both base + incentive compensation bonuses as well as commissions on enhancements. Sunrise also offers a competitive medical, dental and vision plan, 401k matching and attractive paid time away programs.
    $75k yearly Auto-Apply 48d ago
  • Commercial Banking Relationship Manager

    Primelending 4.4company rating

    Houston, TX jobs

    PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus. The Relationship Manager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services. Bachelor's degree in Business, Accounting or Finance 8 to 10 years experience in managing a commercial loan portfolio with a proven track record in sales ability/aptitude and business development. Motivation and initiative are essential along with excellent communication and presentation abilities. Demonstrated skills in organization, flexibility in scheduling and resourcefulness are required. Travel to develop and maintain customer base, ability to produce various documents on industry-related software required. Excellent written and oral communication and analytical skills Excellent PC skills, including word processing and spreadsheets Excellent time management, organizational and problem-solving skills The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Develops and maintains commercial business relationships for both deposit and loan activities with existing customers and new customer prospects. Assesses risk and structures loans, including lines of credit, inventory, accounts receivable, equipment and commercial real estate loans. Identifies and develops potential commercial lending opportunities within an assigned market segment. Develops multi-family portfolio. Maintains a wide variety of contacts within and outside the bank. This includes membership in and active contribution to several key organizations. Cross sells other bank products and services. Maintains customer confidence and protects operations by keeping information confidential. Contributes to the team effort by performing other job-related duties as assigned.
    $56k-92k yearly est. Auto-Apply 25d ago
  • Commercial Banking Relationship Manager

    Primelending 4.4company rating

    Dallas, TX jobs

    PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring, and managing Commercial & Industrial (C&I) and Commercial Real Estate (CRE) loans within the market. Relationship Managers will cultivate long-term client relationships, drive loan and deposit growth, provide consist oversight and administration to ensure strong credit quality and be involved and invested in their local community. The ideal candidate will have the ability to develop new business while also having strong credit underwriting skills to efficiently identify and structure opportunities that align with the bank's credit policy and risk appetite. This position requires a full relationship banking approach, including loans, deposits and treasury management, rather than a transactional focus. The Relationship Manager will be responsible for managing an existing loan portfolio, sourcing new relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the Texas business and civic community, leveraging a strong network to generate opportunities and sell the bank's full suite of products and services. Bachelor's degree. 5+ years of commercial lending experience, with expertise in C&I and CRE financing Formal credit training (Commercial Credit Certification or equivalent underwriting experience) Strong knowledge of credit underwriting, financial statement analysis, and loan structuring Proven ability to source, develop, and close commercial loan transactions in Texas Deep relationships with business owners, developers, and financial professionals across Texas markets. Strong partnership mindset, with experience collaborating across Treasury, Wealth, Credit, and other divisions to serve clients holistically Ability to balance business development with strong risk management discipline. Strong negotiation, communication, and relationship management skills. Ability to travel within Texas for client meetings and industry engagements High interest in and involvement in the communities where we live and work. Strong knowledge and application of Salesforce and MS Office products, including Outlook, Excel, Word, and PowerPoint. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Business Development & Relationship Banking Serve as a trusted advisor, providing customized financial solutions to business owners and real estate investors. Bank full relationships, ensuring clients utilize multiple services, including loans, deposits, treasury management. Proactively develop new C&I and CRE lending opportunities through direct prospecting, referrals, and industry engagement. Partner internally with Treasury Management, Wealth Management, and other business lines to provide comprehensive financial solutions. Maintain a wide variety of contacts within and outside the bank, actively contributing to key organizations, community groups and industry associations to expand market reach. Credit & Risk Management Identify and structure transactions that align with the bank's credit policy and risk parameters. Conduct in-depth credit underwriting, analyzing borrower financials, cash flow, industry trends, and collateral to ensure sound credit decisions. Work closely with credit analysts and risk teams to package loan proposals for approval. Stay informed on financial markets, regulatory changes, and banking products to advise clients effectively. Closely monitor the assigned loan portfolio, identifying risks, collecting key information and proactively working with borrowers to mitigate potential issues. Deal Execution & Collaboration Manage deals from inception to close, ensuring smooth execution and adherence to bank credit and compliance standards. Work closely with senior leadership, legal, and credit teams to finalize loan structures and terms. Partner with internal stakeholders to ensure seamless onboarding and implementation of financial solutions.
    $59k-95k yearly est. Auto-Apply 25d ago
  • Client Relationship Manager

    Sunrise Landscape 4.4company rating

    Ocala, FL jobs

    Client Relationship Manager - Landscape Maintenance Division: Maintenance Operations / Client Success Sunrise Landscape, an established commercial landscape organization for more than 40 years, is excited by our vision to deliver excellent customer service in the areas of landscape design, installation and maintenance to our clients with the help of our 1,000+ employees. We are proud to have achieved the Lawn & Landscape Top 100 honor and are continuing to build a great place to work with a commitment to landscape and service excellence. Position Summary The Client Relationship Manager (CRM) is a strategic account leader responsible for building trusted partnerships with high-value clients, driving client retention, and growing revenue through proactive service communication and enhancement sales. This role serves as the primary client contact and is accountable for ensuring all client activity, proposals, communication notes, and service requests are accurately tracked in Aspire, allowing for full transparency and operational alignment between sales, service, and production teams. The Client Relationship Manager will manage a book of business generally between $1.5-2M in annual revenue. Key Responsibilities Client Engagement & Retention Serve as the strategic relationship owner for assigned accounts, acting as the visible face of the company and trusted client advisor. Develop, build, nurture and maintain exceptional client relationships for a portfolio of commercial landscape clients, act as the primary relationship and escalation contact with client. The primary functions include relationship management, operational partnership and coordination, service readiness, proactive communication, and problem solving, both strategic/tactical. Ensure a high level of client retention; addresses issues proactively and develops solutions to mitigate client retention risk. Monitor client trends to ensure renewal success. Partner with Sales (Business Development Managers) to ensure successful turnover of client accounts with deep understanding of client expectations. Ensure expectations match operational delivery. Create Executive Summaries outlining issues/problems and solutions, present findings and solutions to clients and leadership as applicable. Lead interactions within Sunrise Landscape and with clients to arrive at expected service delivery outcomes while achieving a high level of “Client Delight”. Growth & Revenue Expansion Identify enhancement and upsell opportunities during site reviews and document opportunities to create visibility in the enhancement pipeline. Collaborate with operations to generate accurate enhancement proposals, ensuring clean pricing, approval capture, and margin visibility. Monitor opportunity pipeline, proposal status, and close rates driving disciplined proposal follow-up and client engagement. Operational Partnership & Quality Assurance Partner closely with Operations Managers, Production Managers, Superintendents, and Crew Leads to align site priorities and ensure service consistency. This role does not lead operations crews. Use Aspire work tickets and job notes to communicate client expectations and execution priorities to field teams. Participate in production meetings to review upcoming work, client feedback, and enhancement schedules. Qualifications 5+ years of professional client service, account management, property management, or related B2B service industry experience. Experience using Aspire or similar service management/CRM platforms to log communication, manage proposals, and track revenue pipeline is a plus. Polished written, verbal, and interpersonal communication skills are critical to this position, as are a strong professional presence. Must be a good listener and able to respond to clients in a professional manner. Proven ability to grow accounts through relationship-based selling and disciplined follow-up. Valid driver's license and ability to travel locally to client sites. Core Competencies & Attributes Relationship Builder - creates trust and credibility with clients through consistent, proactive communication. Data-Driven & Aspire Fluent - uses Aspire as the system of record to track all account activity, proposals, notes, and performance metrics. Growth Oriented - actively seeks enhancement opportunities and drives pipeline progression. Operationally Connected - leverages detailed notes and ticketing to align operations with client expectations. Financial Awareness - understands job costing and margin performance through reporting. Professional Influence - leads client walkthroughs, business reviews, and proposal conversations with confidence. To qualify as a Driver, in addition to the above, you must: Possess a valid driver's license (must be issued from United States for at least 3 years). Clean driving history for at least 3 years. Pass a drug test.
    $47k-87k yearly est. Auto-Apply 9d ago
  • Client Relationship Leader

    CRC Group 4.4company rating

    North Carolina jobs

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Client Relationship Leader will drive growth with large national retail brokerage partners. This role serves as a strategic interface between CRC and major retail firms, translating retail broker behavior, priorities, and decision-making into clear, executable growth strategies for CRC. This role will help shape how CRC partners with retail brokers to drive profitable growth. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Retail Partner Strategy & Growth Planning Develop detailed growth plans for assigned retail partners Translate retail broker operating models into actionable CRC strategies Identify priority segments, coverage lines, and execution opportunities Continuously refine plans based on market feedback and results Relationship & Stakeholder Leadership Serve as a senior, credible interface with retail broker leadership Build trust-based relationships focused on long-term partnership, not transactional placement Cross-Functional Execution Coordinate across CRC producers, placement teams, operations, and leadership Drive execution without direct authority, aligning diverse stakeholders around shared goals Ensure follow-through against agreed strategies and timelines Market & Competitive Insight Bring current, first-hand insight from carrier distribution or competitor environments Track competitor positioning and retail broker behavior in target segments Provide feedback to leadership on where CRC should invest or adjust approach Executive Communication Present clear execution plans and progress updates to CRC leadership Confidently articulate strategy, risks, and outcomes with executive presence EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 8-10+ years of experience in roles at both carriers and retail brokerage firms is required. CERTIFICATIONS, LICENSES, REGISTRATIONS n/a FUNCTIONAL SKILLS Required Significant experience working with large national retail brokers Strong background in carrier distribution, broker engagement, or strategic accounts Proven ability to build and execute structured growth plans Highly self-directed, organized, and proactive Preferred Current or recent role at a carrier or specialty distributor Experience focused on the specific broker segments CRC is targeting Prior exposure to wholesale brokerage or specialty markets The annual base salary for this position is $137,000.00 - $157,000.00. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being - physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
    $137k-157k yearly Auto-Apply 17d ago
  • Commercial Banker III

    Truist Bank 4.5company rating

    Relationship manager job at Grandbridge Real Estate Capital

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Identify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $20MM to $100MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and prospective commercial clients. Leverage the CCB Industry & Advisory teams as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on years of commercial banking experience, portfolio size, and overall potential in the role per leadership discretion. Essential Duties and Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Leverage the Truist Sales Process, Financial Insights, and the Industry & Advisory team to consistently deliver a differentiated client experience in all client, prospect and center of influence (COI) interactions. Manage, service and grow an assigned book of commercial banking clients. Execute on prospecting activities to grow new commercial banking households. Understand and contribute to the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance with the Truist credit risk appetite. Focus on driving continual improvement in portfolio revenue growth and new production revenue. Proactively contact clients to fully develop commercial banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. Execute on all risk, operational, policy and quality expectations related to assigned client portfolio. Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's degree, or equivalent education and related training More than eight (8) years of experience with proven results in establishing new business relationships and retaining/growing existing business relationships Strong command of credit and finance Excellent verbal and written communication skills Excellent negotiation skills Demonstrated proficiency in basic computer applications, such as Microsoft Office software products The annual base salary for this position is $170,000 - $200,000. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $52k-68k yearly est. Auto-Apply 3d ago

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