Client Relationship Manager
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.
Relationship Manager III
Daytona Beach, FL jobs
Intracoastal Bank is seeking a dynamic and client-focused Banking Relationship Manager to join our team. The successful candidate will be responsible for managing and growing a portfolio of commercial real estate and commercial and industrial (C&I) client relationships, providing tailored financial solutions, and ensuring exceptional customer service. This role requires a strong understanding of banking products, excellent communication skills, and a proactive approach to identifying client needs and business opportunities.
At Intracoastal Bank, you will be part of a diverse team of top performers in banking that is passionate about providing exceptional service and banking solutions to our communities to help them thrive. You will be inspired by the stability and integrity of our community bank and proud of the relationships you build that help your clients succeed.
Over the years, we have established ourselves as a market leader in community banking and we're looking for the right person to help take us to the next level. If you have an entrepreneurial and innovative approach to business, coupled with drive and a commitment to growth, we want to meet with you.
Why Intracoastal Bank?
· It's like working for a small business that happens to be a bank that is unique in the industry.
· We have an entrepreneurial spirit!
· You get to work with the “A” team of bankers.
· You'll have a positive work environment with supportive managers and teammates.
· You're encouraged to become passionate about and involved in your community.
· You will be empowered to impact change.
· You will experience the reward of assisting in the growth and success of local businesses.
· You will be part of a company that invests in you!
Exceptional Benefits Package!
·
Employee Stock Ownership Program (ESOP)
: You will have the opportunity to participate in and reap the rewards of the growth of the company through this prestigious profit-sharing program.
·
401k Retirement Plan
: You will also be able to participate in a 401k retirement program.
·
Professional Development
: You will receive tuition assistance for your professional development.
·
Paid Time Off
: You will have 11 paid holidays, a paid birthday/flex day, and 15 PTO days per year.
·
Health Insurance
: You will have fully-paid employee health insurance with several options to choose from.
·
Other Insurance
: You will be able to enroll in other group insurance benefits such as dental, vision, life, disability, as well as pet insurance, legal aid, auto/home insurance, identity theft protection, other supplemental benefits, and an Employee Assistance Program (EAP).
·
And there's more!
You get a free checking and savings account and a free safety deposit box.
KEY RESPONSIBILITIES
Client Relationship Management: Build and maintain strong, long-term relationships with clients, including individuals, commercial real estate developers, C & I businesses, and high-net-worth clients, to ensure client satisfaction and retention. Ensure quality customer service by adhering to the Bank's customer service standards. Achieve customer service and sales objectives by counseling customers, explaining bank products and services, and identifying needs. Ensure customers' needs are always met while displaying a genuinely friendly attitude.
Financial Solutions: Assess clients' financial needs and recommend appropriate banking products and services, including loans, mortgages, investment products, and deposit accounts. Cross-sell Bank products and services.
Portfolio Growth: Proactively identify commercial real estate and C & I opportunities to expand client relationships through cross-selling and upselling banking products and services. Interview applicants for commercial loans. Be proficient in all areas of lending.
Risk Management: Ensure compliance with all regulatory requirements and internal policies while managing client accounts and transactions.
Business Development: Develop and implement strategies to attract new commercial real estate and C & I clients and grow the bank's customer base. Make appropriate referrals to further the bank mission and profitability. Represent the Bank and provide leadership in community activities.
Financial Analysis: Conduct financial analysis to evaluate clients' financial health and provide customized solutions to meet their goals.
Collaboration: Work closely with internal teams, such as credit, wealth management, and commercial banking, to deliver comprehensive solutions to clients. Make recommendations to management on product improvements or changes.
Customer Support: Address client inquiries, resolve issues, and provide ongoing support to ensure a positive banking experience. Provide feedback to staff regarding customer service issues. Service customer needs on all bank products, including the most complex services and transactions. Using in-depth knowledge of bank data systems, minimize referring customers to another department or individual for resolution.
Market Awareness: Stay informed about market trends, economic conditions, and competitor offerings to provide clients with relevant and timely advice.
Loan Management: Screen loan requests for all types of loans. Present requests to management and loan committee when the proposed loan is beyond the departmental lending authority. Recommend loan terms and conditions. Manage large or complex commercial loans, as needed, and counsel loan customers on loan management and beneficial financial strategies.
Intracoastal Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Requirements
Qualifications
Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Experience: Minimum of 7-10 years of experience in commercial real estate and C&I banking.
Knowledge, Skills and Abilities:
Strong interpersonal and excellent communication skills to build trust and rapport with clients.
Strong understanding of local market dynamics and customer demographics.
In-depth knowledge of banking products, services, and regulations.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Proficiency in CRM software and Microsoft Office Suite.
Working knowledge of general lending procedures, financial statement analysis, and the credit decision process.
Ability to adapt to a flexible work schedule to meet the demands of bank's hours and promotions.
Ability to withstand varying degrees of stress.
Ability to travel locally to meet with clients as needed.
Certifications: Significant training in current banking products and sales.
Attributes: Client-centric mindset, results-driven, detail-oriented, and adaptable to a fast-paced environment.
Physical Requirements:
Repetitive Motion: Movements frequently and regularly using wrists, hands, and fingers.
Talking and Hearing: Ability to speak, especially where detailed or important instructions or ideas must be accurately or quickly conveyed. Able to hear average or normal conversations and receive ordinary information.
Vision: Average, ordinary visual acuity is necessary to prepare and inspect documents or products or operate office equipment.
Client Relationship Manager
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.
Client Relationship Manager
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.
Relationship Manager - Commercial Real Estate
Chicago, IL jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking a Relationship Transaction Manager to join our industry-leading brokers on the Net Lease Commercial Investment Sales Chicago team. This is a dual-function role designed for a dynamic, relationship-oriented professional who thrives at the intersection of business development and transaction execution. We're looking for someone with relational fluency, strategic awareness, and exceptional communication skills, someone who can both bring new opportunities to the table and ensure every transaction reaches the finish line.
Importantly, this role is designed to create impact-giving you the chance to directly influence deal outcomes, own key client relationships, and hold measurable accountability for success. We are seeking an entrepreneurial, relational, and strategic individual who is proactive, relationship-driven, and outcome-focused.
In this role, you will:
Activate Relationships & Create Market Impact
Serve as the first point of contact for top buyer brokers and investors in the net lease market, strategically positioning new listings with the most relevant capital sources.
Engage directly with leading institutional REITs, developers, and private equity firms.
Drive Execution with Ownership
Take ownership of post-Exclusive Listing Agreement (ELA) activities, ensuring each deal moves seamlessly from launch to LOI to closing.
Drive strategy into measurable results that directly influence revenue and client outcome through your execution.
Position Responsibilities:
Relationship Activation
Cultivate and maintain strong relationships with top buyer brokers and repeat private buyers.
Identify and proactively engage relevant capital sources immediately upon listing sign-off.
Profile buyers based on property criteria and align them with active opportunities.
Initiate meaningful pre-marketing conversations to build early deal momentum.
Execution
Coordinate with analysts, marketing, and producers to ensure smooth and timely execution.
Oversee all post-ELA processes, from launch prep to targeted buyer outreach.
Track and analyze buyer engagement, escalating high-interest prospects to brokers.
Deliver a consistent, high-quality buyer experience through the entire sales cycle.
Client & Deal Management
Provide proactive communication to clients and internal teams with regular deal updates.
Lead transaction tracking and reporting through Salesforce, ensuring data accuracy.
Collaborate to refine Salesforce tools and improve team workflow efficiency.
Transaction Management
Manage the full transaction lifecycle from LOI through closing.
Ensure timely completion of documentation, due diligence, and escrow processes.
Coordinate across all internal and external stakeholders to meet critical deadlines.
What we are looking for:
Education: Bachelor's degree required.
Experience: Minimum 2+ years in commercial real estate (investment sales preferred).
Skills & Knowledge:
Strong organizational skills and attention to detail.
Deep understanding of commercial real estate transactions, documentation, and industry practices.
Critical thinking and problem-solving ability for complex deal situations.
Project management experience, with proven ability to manage multiple high-priority deals.
Strong relationship-building and interpersonal skills; negotiation experience preferred.
Exceptional written and verbal communication skills.
Ability to thrive in a fast-paced, high-volume environment.
Strong Proficiency in MS Office Suite; Salesforce or project management software experience a plus.
Licensing: Active real estate license (or willingness to obtain upon hire).
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
Illinois Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Relationship Manager position is $90,000.00 to $110,000.00 annually, with significant and meaningful upside bonus potential. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
#LI-Onsite #LI-MS1 #LI-SY1
Auto-ApplyProject Relationship Manager (Industrial construction, Traveling)
Pittsburgh, PA jobs
Project Relationship Managers oversee the strategic planning, management, and execution of industrial construction projects of food and beverage production facilities, ensuring they are delivered on time, within budget, and to the highest quality standards, while also fostering strong client and stakeholder relationships.
Project Relationship Managers will have an oversight of large projects while directing, supervising, and mentoring the onsite construction managers.
Client Relations Responsibilities
* Manage and foster relationships with clients by understanding their needs by listening actively and addressing feedback honestly and transparently.
* Review project schedule, work progress, and budget with the client.
* Communicate project progress, issues, and updates to the client proactively.
* Set and manage project timelines, deliverables, and expectations with the client.
* Ability to adapt to changing client needs and expectations, while maintaining a professional approach.
* Build trust and rapport with our clients by delivering expectations and driving value.
* Build professional relationships where our clients can rely on the guidance and experience of the Construction Program Manager.
Supervising Responsibilities of Construction Projects
* Oversee and direct site-based construction managers, field administrators, office based technical staff from conception to completion and provide direction to safety. This includes reviewing and monitoring team members' work, mentoring, and evaluating performance, fielding questions and providing guidance to complete tasks, and being available to help manage deadline conflicts as needed.
* Provide valuable field input to the office project manager regarding project accounting, budgeting, and cost management.
* Other tasks as assigned.
* Work with the overall office project manager on developing and updating project scope, budget, and schedule.
* Develop relationships with inspectors to ensure adherence to project permit requirements.
* Change order and general construction administration.
* Manage third party testing, inspection, and relationships.
* Jobsite walk / audits to ensure project is progressing and drive efficiently.
* Support and coordinate facility start up.
* Develop construction reports to focus on client executives.
* Work with project controllers and office project managers in responsibilities involving supplier invoices and client billing.
* Promote continuous and productive communication between project participants including internal and external clients and partners.
Required Education Skills and Experience
* A bachelor's degree in construction science, building science, construction engineering or a related field is strongly preferred
* 15+ years of progressively responsible job site experience working on industrial building projects (strongly preferrable in the Food & Beverage Industry).
* 15+ years of working with sub-contractors (motivating them, working through sub-contractors' issues, etc.)
* Demonstrated ability to drive project schedules.
* 15+ years of building or sustaining client relationships.
* Strong technical, organizational, managerial, and communication skills involving multiple disciplines, drawings and being competent using 3D models.
* 7+ years of Design-build experience (preferred).
* Refined, polished, and professional in all forms of communication.
* A fundamental understanding of all phases of construction and an ability to read and interpret construction documents and schedules, specifically with MS Project.
* Meet Travel requirement - Up to 100% travel to projects throughout the USA and possibly Canada
* Work Schedule requirement - Work 10 days onsite, 4 days off.
Physical Requirements
* Prolonged periods sitting at a desk and working on a computer and prolonged periods of standing and walking around project sites with uneven surfaces.
* Must be able to traverse and inspect all areas of jobsite in all types of weather; this may include walking, climbing, reaching, bending, crawling, or stretching.
* Exposure to characteristic construction site dangers.
* Must be on-call to address delays, emergencies, bad weather, and other issues at the jobsite.
* Must be able to lift-up to 50 pounds at times.
Travel Requirement
* Our projects are located throughout the United States and Canada, and this is a site-based position, overseeing a large project with a 10 days on / 4 days off work schedule. Projects typically last 12+ months. Meal and lodging per diems are provided along with reasonable travel provisions. Up to 100% overnight travel is required based on project needs.
About Us
We plan, design, engineer, and build food plants for major brands across the country and the world. For the past three decades, we've focused exclusively on the food and beverage industry, helping your favorite brands put your favorite foods in the grocery store. Simply put, food isn't one thing we do, it's all we do.
Dennis Group offers competitive compensation packages commensurate with experience. We provide comprehensive employee benefits including medical, dental, vision, life and disability insurance, paid time off including an open vacation policy, as well as bonus, profit-sharing, and retirement plans.
Dennis Group is proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or genetics.
JOB CODE: 1002642
Client Relationship Manager
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.
Client Manager, Direct Sales Channel
Fairfield, NJ jobs
When you join Kyocera Document Solutions America, Inc. you are joining an organization that is deeply rooted in the Philosophy of “doing what is right as a human being.” Through this Philosophy, our employees are passionate about providing best in class customer service through efficiency, accountability, and a sense of urgency all while putting knowledge to work to drive change.
In addition, we're a Great Place to Work… and we really mean it! Kyocera Document Solutions America, Inc. was officially certified a Great Place to Work since 2022. An organization earns this distinction when its employees have expressed their trust in the people they work for, have pride in what they do and enjoy the people they work with.
We are seeking a highly organized and proactive Client Manager to lead and oversee the execution of large-scale, multi-state machine installation projects. This individual will be responsible for end-to-end project management, coordination of third-party vendors, and maintaining clear, professional communication with our customers throughout the implementation lifecycle.
The chance to do something meaningful, to challenge yourself, to be a part of change in an industry, to influence change doesn't come around every day.
Responsibilities
+ Create large scale implementation plans for multi-vendor engagements.
+ Lead the planning, scheduling, and execution of machine implementation projects across multiple states, ensuring timely delivery.
+ Source, and manage third-party vendors responsible for installation, transportation, and on-site services. Ensure vendor compliance with project timelines, and contractual obligations.
+ Serve as the primary point of contact for customers throughout the project. Provide regular updates, manage expectations, and resolve issues quickly and professionally.
+ Collaborate closely with internal teams (ICT, sales, logistics, and service) to ensure all technical and operational requirements are met.
+ Maintain accurate records of project progress, vendor agreements, site readiness, and customer feedback. Provide regular status reports to internal stakeholders.
+ Coordinate with the Customer Operations Manager to track, monitor, and report implementation progress.
+ Serve as the primary point of contact for installations, internal teams, and clients during the implementation phase.
+ Troubleshoot order issues, account discrepancies, and service setup concerns in a timely and professional manner.
Qualifications
Required:
+ 5 years' experience within the office product industry
+ 2+ years in customer service, project management, account management, or a similar client-facing role.
+ Demonstrated strong problem-solving skills through effective analysis and resolution of complex issues.
+ Highly proficient in communication both verbally and written.
+ Proficiency in MS office and strong general computer skills.
+ Excellent organizational time management skills
+ Strong attention to detail and commitment to accuracy
+ Proven ability to work independently with minimal supervision while maintaining high-quality results.
Preferred:
+ Bachelor's degree in business administration or related field
+ PMP Certification
The typical pay range for this role is $81,000 -$119,000. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors. This position may include a discretionary bonus based on performance.
Note
This is a general description of the duties and responsibilities most frequently required of this position. The company may from time-to-time request that the incumbent perform other related tasks and assume reasonable responsibilities that have not been specifically included in this description.
Kyocera Document Solutions America, Inc is a group company of Kyocera Document Solutions Inc., a global leading provider of total document solutions based in Osaka, Japan. The company's portfolio includes reliable and eco-friendly MFPs and printers, as well as business applications and consultative services which enable customers to optimize and manage their document workflow, reaching new heights of efficiency. With professional expertise and a culture of empathetic partnership, the objective of the company is to help organizations put knowledge to work to drive change. Kyocera is looking for enthusiastic and innovative people to help our customers run their businesses more efficiently and more profitably. We offer a generous benefits package including medical, dental and vision plans, a 401k match, flexible spending, disability and life insurance, plus paid time off and holidays.
KYOCERA Document Solutions America, Inc. is an Equal Opportunity Employer, a VEVRRA Federal Contractor, and complies with all applicable federal, state, and local laws regarding nondiscrimination. Kyocera provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or protected veteran status. Qualified minorities, women, protected veterans, and/or individuals with disabilities are encouraged to apply.
Auto-ApplyClient Engagement Manager
Montgomery, AL jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Tallahassee, FL jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyHost Relationship Manager
Remote
Can you drive Inside Sales and deepen our host relationships?
PadSplit is a housing marketplace that helps solve the affordable housing crisis by connecting individuals in need of flexible, cost-effective living options with shared housing opportunities.
Hosts
are property owners or managers who list their homes on PadSplit's platform, earning income while providing safe, affordable rooms to members.
The Role We Need:
We are looking for a Host Relationship Manager to effectively manage and support the host success journey by providing tailored assistance, ensuring hosts receive value from the PadSplit platform and enhance overall satisfaction. By addressing the unique needs of different hosts, the Host Relationship Manager will help promote performance (revenue and profit) for hosts, drive unit expansion of active hosts, and drive growth for the business. Their proactive engagement and problem-solving capabilities are essential for maintaining a healthy marketplace ecosystem and fostering long-term relationships with hosts.
The Person We Are Looking For:
We need a proactive and empathetic individual with exceptional communication skills and a customer-centric mindset to be successful in this role. You will need to thrive in a fast-paced and ever-changing environment while demonstrating the ability to quickly understand and address the needs of hosts. The right candidate will have sales experience, strong problem-solving skills, adept at using data to drive insights, and have a knack for building strong relationships through fostering trust while promoting host engagement.
Here's what you'll do day-to-day:
Inside Sales Quota: Manage a sales pipeline of leads and opportunities to achieve quota target.
Dedicated Support: Become the trusted point of contact for your assigned portfolio of hosts, providing ongoing support, addressing inquiries, and troubleshooting any challenges they may encounter.
Relationship Building: Foster strong relationships with hosts, understanding their unique goals and property portfolios.
Performance Optimization: Analyze host data and offer personalized recommendations to help them maximize their success on the platform, such as optimizing rental rates and occupancy rates.
Proactive Communication: Keep hosts informed about platform updates, market trends, and best practices through regular communication channels.
Strategic Advisor: Establish strong, strategic outcomes with hosts, serving as a trusted advisor to maximize the value they derive from PadSplit.
Performance Tracking & Reporting: Monitor key metrics related to host expansion, reporting on progress and identifying areas for improvement.
Host Life-Cycle: Lead and own the relationship with PadSplit hosts throughout their journey, from onboarding to support, ensuring satisfaction and success.
Identify Expansion Opportunities: Proactively identify and engage with existing hosts who demonstrate potential for adding more properties to the PadSplit marketplace.
Expansion Pipeline Management: Maintain a pipeline of expansion opportunities, tracking progress and nurturing relationships with hosts.
Collaborative Communication: Effectively communicate with internal and external senior management to understand host needs, drive retention, foster growth, and share insights
Here's what you'll need to be successful:
Strong Communication Skills: Ability to clearly and effectively communicate with hosts, as well as internal teams, to ensure everyone is aligned and informed.
Customer-Centric Mindset: A deep commitment to understanding and prioritizing the needs and goals of customers, ensuring their success and satisfaction.
Problem-Solving Skills: Aptitude for identifying issues quickly and developing effective solutions to keep customers happy and engaged.
Relationship-Building Ability: Talent for establishing and nurturing strong, trust-based relationships with hosts to foster loyalty and long-term engagement.
Adaptability: Flexibility to thrive in a fast-paced, dynamic startup environment where priorities and challenges can change rapidly.
Tech Stack: Proficiency in Salesforce and Slack, with the flexibility to adapt to additional account management tools.
Analytical Skills: Proficiency in using data to track customer health, identify trends, and make informed decisions that drive host success.
Product Knowledge: In-depth understanding of the PadSplit marketplace platform and its features to effectively support and guide customers.
Collaboration Skills: Ability to work closely with other teams, such as product, sales, and marketing, to ensure a cohesive approach to customer success and leverage cross-functional insights.
The Interview Process:
Your application will be reviewed for possible next steps by the Hiring Manager.
If you meet eligibility requirements, the next step would be a phone screen with a member of the PeopleOps team for about thirty (30) minutes.
If warranted, the next step would be a video interview with our Director of Host Success for forty-five (45) minutes.
If warranted, the final step would be a video interview with our Head of Sales thirty (30) minutes.
If warranted, then we move to offer!
Compensation, Benefits, and Perks
Fully remote position - we swear!
Competitive compensation package including an equity incentive plan
National medical, dental, and vision healthcare plans
Company provided life insurance policy
Optional accidental insurances, FSA, and DCFSA benefits
Unlimited paid-time (PTO) policy with eleven (11) company-observed holidays
401(k) plan
Twelve (12) weeks of paid time off for both eligible birth and non-birth parents
The opportunity to do what you love at a company that is at the forefront of solving the affordable housing crisis
$70,000 - $80,000 a year
Compensation is based on the role's scope, market benchmarks, the person's expertise and experience, and the impact of their contributions to our business goals. In addition to the base salary, there is a commission component:
Variable: $50 per room expansion On-Target Variable Commission is 600 rooms/year (50 rooms/month), or $30,000 in variable compensation
Notice to Applicants:
PadSplit participates in E-Verify. All new employees are required to complete an I-9 form and be authorized to work in the United States. Employment is contingent upon successful completion of the E-Verify process.
PadSplit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Auto-ApplyClient Engagement Manager
Topeka, KS jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Sacramento, CA jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Washington, DC jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Kansas jobs
Job Title
Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
Job Description
Key Responsibilities
Bid Strategy and Ownership
• Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
• Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
• Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
• Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
Onshore Workflow Management
• Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
• Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
• Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
• Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
• Monitor workload and capacity for the onshore team and escalate resourcing needs when required
Offshore Bid Support Coordination
• Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
• Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
• Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
• Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
Quality, Compliance, and Governance
• Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
• Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
• Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
• Track and manage version control for all bid documents
Client and Stakeholder Engagement
• Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
• Support or lead responses to client clarifications and follow up questions related to bids
• Coordinate and prepare materials for client presentations and orals when required
• Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
Performance Management and Continuous Improvement
• Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
• Identify trends and root causes that impact win rate, pricing discipline, and operational effort
• Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
• Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
Other Duties
• Perform other duties as assigned in support of client engagement, bid management, and operational excellence
Qualifications
• Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
• Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
• Experience in valuation, real estate, or a related advisory business strongly preferred
• Proven track record managing complex bids with multiple stakeholders and short timelines
• Experience working with offshore or shared service teams preferred
• Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
Skills and Competencies
• Strong project and workflow management skills with excellent attention to detail
• Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
• Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
• Comfortable working in a fast paced environment with competing priorities and frequent deadlines
• Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
• Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
Success Measures
• Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
• Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
• Strong alignment between bid commitments, operational delivery, and target margins
• Effective use of offshore resources with high quality, consistent bid outputs
#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ************** or email ***********************. Please refer to the job title and job location when you contact us.
INCO: “Cushman & Wakefield”
Auto-ApplyClient Engagement Manager
Atlanta, GA jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Phoenix, AZ jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Springfield, IL jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyClient Engagement Manager
Frankfort, KY jobs
**Job Title** Client Engagement Manager The Client Engagement Manager oversees the full bid lifecycle for valuation opportunities, including RFPs, panel bids, and large multi property engagements. This role leads onshore bid workflow management, coordinates offshore bid support, and ensures that every proposal is timely, accurate, compelling, and aligned to target margins. The Client Engagement Manager is the central point of contact between producers, valuation teams, finance, and operations for all bids.
**Job Description**
**Key Responsibilities**
**Bid Strategy and Ownership**
- Own the end to end bid process for assigned valuation opportunities from intake through submission and post bid review
- Partner with producers, valuation teams, country and market leaders, and client relationship owners to understand client needs and decision criteria
- Translate client requirements into clear bid strategies, win themes, and value propositions tailored to valuation services
- Ensure that bids reflect accurate scope, assumptions, pricing, service levels, and commercial terms
**Onshore Workflow Management**
- Manage the onshore bid workflow including intake, triage, prioritization, and assignment of tasks
- Maintain a clear view of the bid pipeline and ensure stakeholders understand deadlines, dependencies, and status
- Coordinate subject matter experts, valuation leaders, finance, legal, and operations to gather inputs and approvals
- Implement standard work, templates, and checklists specific to valuation bids to reduce rework and improve quality and speed
- Monitor workload and capacity for the onshore team and escalate resourcing needs when required
**Offshore Bid Support Coordination**
- Lead and coordinate offshore bid support teams responsible for drafting, formatting, research, and data gathering
- Provide clear written task instructions, expected service levels, and turnaround times to offshore partners
- Review and quality check work produced by offshore teams to ensure accuracy, consistency, and alignment with brand and valuation standards
- Continuously improve playbooks, templates, and training materials for offshore teams to drive efficiency and quality
**Quality, Compliance, and Governance**
- Ensure all bids comply with internal risk, legal, compliance, and brand standards, as well as client procurement requirements
- Maintain and update a central repository of approved bid content, including service descriptions, team bios, case studies, and pricing guidance for valuation work
- Lead internal reviews and approvals for complex or strategic bids, including governance with senior valuation and operational leaders
- Track and manage version control for all bid documents
**Client and Stakeholder Engagement**
- Act as a trusted partner to producers, valuation leaders, and client relationship owners on pursuit strategy and positioning
- Support or lead responses to client clarifications and follow up questions related to bids
- Coordinate and prepare materials for client presentations and orals when required
- Capture feedback from clients and internal teams after each bid and feed lessons learned into future responses
**Performance Management and Continuous Improvement**
- Track and report on key metrics such as bid volume, win rate, cycle time, margin performance, and client feedback
- Identify trends and root causes that impact win rate, pricing discipline, and operational effort
- Recommend and implement process improvements, tooling enhancements, and collaboration models for both onshore and offshore bid support
- Contribute to training and upskilling for producers and support teams on bid processes, tools, and best practices
**Other Duties**
- Perform other duties as assigned in support of client engagement, bid management, and operational excellence
**Qualifications**
- Bachelor's degree in Business, Finance, Real Estate, or related field, or equivalent experience
- Five or more years of experience in bid management, proposals, client engagement, or operations in a professional services environment
- Experience in valuation, real estate, or a related advisory business strongly preferred
- Proven track record managing complex bids with multiple stakeholders and short timelines
- Experience working with offshore or shared service teams preferred
- Strong understanding of commercial models, pricing, and margin drivers in a services or valuation business
**Skills and Competencies**
- Strong project and workflow management skills with excellent attention to detail
- Clear, concise written and verbal communication, with the ability to turn technical valuation concepts into client ready language
- Ability to build trusted relationships and influence across producers, valuation teams, finance, legal, and operations
- Comfortable working in a fast paced environment with competing priorities and frequent deadlines
- Proficiency with Microsoft Office, especially Word, PowerPoint, and Excel, and familiarity with CRM, pipeline, or engagement tracking tools
- Continuous improvement mindset with a focus on efficiency, quality, and margin discipline
**Success Measures**
- Increased bid win rate for valuation opportunities and positive client feedback on the bid experience
- Reduced bid cycle time and rework, with clear and predictable workflows for producers and support teams
- Strong alignment between bid commitments, operational delivery, and target margins
- Effective use of offshore resources with high quality, consistent bid outputs
\#Remote #RemoteLI
Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 93,500.00 - $110,000.00
Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at ****************** or email *************************** . Please refer to the job title and job location when you contact us.
INCO: "Cushman & Wakefield"
Easy ApplyCommercial Banker
Augusta, GA jobs
Responsible for soliciting, negotiating, underwriting, and coordinating the closing of routine consumer and commercial loans. Examines, evaluates, and authorizes or recommends approval of customer loan applications. Also promotes business for the Bank by developing new commercial and consumer business growth and cross-selling opportunities.
Essential Duties and Responsibilities (Other duties may be assigned.)
* Interview loan applicants and request required information for determining a credit decision.
* Conduct credit analysis to support granting loan approval within assigned lending authority or prior to requesting approval from a co-approving officer.
* Ensure loan agreements and other pertinent documentation are complete and accurate according to policy.
* Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms.
* Serve as primary contact in responding to customer and non-customer inquiries relative to loan and deposit products, rates, procedures, etc.
* Demonstrate knowledge of Bank loan products and services including real estate, construction and development, working capital lines, equipment, and vehicle.
* Follow bank policies and procedures, security guidelines, and comply with all federal, state and local regulations. Includes coordinating with legal counsel and bank operating departments to ensure adherence to laws and regulations relating to new and/or revised bank products and services.
* Assume ownership of customer problems to achieve resolution.
* Promote business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services using Bank-endorsed techniques and processes.
* Assist in attaining established Bank and branch goals through active participation in sales management and officer call programs. Includes promoting and cross-selling other Bank products and services as appropriate for customer requirements.
* Identify and analyze potential loan markets to develop commercial loan and deposit prospects.
* Support the activities of the assigned banking office including consulting with tellers and customer service representatives and granting officer approval of transactions as appropriate.
* Support the Bank's CRA Officer by reporting CRA data.
* Engage in community involvement and civic activities and, at times, take a leadership role in such organizations.
Qualifications
* Bachelor's degree, or at least 5 years of related experience, or an equivalent combination of education and experience.
* Effective oral and written communication skills.
* Effective interviewing skills.
* Ability to speak effectively before groups.
* Ability to compute basic to moderately complex math calculations.
* Basic problem-solving and analytical skills. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
* Proficiency in using personal computers and office products (e.g., Word, Excel).
* Ability to underwrite and properly package a loan.
Certificates, Licenses, Registrations
* Attendance in SC Bankers School curriculum or similar course work preferred.
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