Relationship Manager jobs at HireLevel

ACCOUNT MANAGERWe are a National Destination Management company with over 13 offices nationwide and over 250 Team Members and growing. We are collaborators, event planners, logistics coordinators, innovators, creators, and dreamers who do what we love with a passion to please. We have over 57 industry awards as a demonstration of our commitment to excellence. Come be part of this award-winning team!OVERVIEW OF POSITIONThe Account Manager plays a critical role in delivering exceptional client experiences by flawlessly executing destination programs as sold by the Account Executive. This position requires hands-on coordination with clients, hotel partners, vendors, and on-site staff to ensure every detail exceeds expectations. The ideal candidate is proactive, detail-oriented, and thrives in a dynamic environment where responsiveness and adaptability are key. Travel may be required based on client needs and program scope.SKILLS REQUIRED:Strong Organization, Time Management, Strong Communication, Excel and Word, One-on-one personal interaction, and outgoing and positive attitude.Prior to a program being sold, the Account Manager (AM) assists the Account Executive and Program Design Associate with the following: Attending site visits. Attending client meetings or conference calls. Pre-book transportation Pre-book field staff Once a program has been sold and turned over by the Account Executive, the AM has the following responsibilities: Communicate with Client to confirm all needs are correct based on the contract. Communicate with Hotel contact. Communicate with Vendors and confirm vendor contracts. Conduct site visits with or without clients with vendors. Breakout Arrival and Departure manifests Book transportation Order Field Staff Order any necessary merchandise or supplies. Generate Program Recap and distribute to clients, hotels, and internal contacts. Generate Staff instructions and Staff paperwork. Assist clients if they need additional items for their program. Generating Service Agreement AddendumsOn-site Operations Include Attending client/hotel pre-cons Meet with clients to go over the program. Manage and be on-site for any themed events, transportation moves, tours, teambuilding, off-property events, etc. Update manifests Update transportation needs. Update field staff requests.Conclusion of program Update XE costing sheets. Reconcile any vendor invoices. Create Preliminary Invoice Organizing file for Billing Review Final Invoice with Billing Review P&L Follow up with client with Final Invoice and EvaluationAdditional General Responsibilities Lead by example Perform supervisory duties, including hiring or terminating team members. xevrcyc Exercises discretion and independent judgement Other duties as assigned Special Requirement: Must have a valid driver's license with a safe driving record.full Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity PIbe3c6e1299b4-38

Key Responsibilities: Lead, manage, and develop the Jacksonville regional operations team to ensure brand standards and performance objectives are met. Oversee day-to-day operations for multiple salon locations, including facility management, tenant relations, and service delivery. Drive occupancy and retention by building relationships with salon owners and supporting their business success. Ensure high-quality salon environments through proactive maintenance and vendor management. Analyze financial and operational performance metrics to meet growth and profitability goals. Support marketing and recruiting initiatives to attract top beauty professionals. Collaborate with contractors, vendors, and industry partners to support regional business operations. Foster a strong sense of community among salon professionals to enhance satisfaction and retention. Promote and model the company's core values of leadership, teamwork, and service excellence. Requirements Include: Education: Bachelor's degree required. Experience: Minimum of 8+ years of experience in a front-line client service or operations management role. Multi-location management experience strongly preferred. Experience in retail, hospitality, rental car, or general management industries is highly desirable. Beauty or salon industry experience is not required but considered a plus.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2 #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Charlotte. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2 #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire a Client Relationship Leader for our growing CAAS practice in Southwest Florida. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-EG2 #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.

Job Title: Sales Manager Pay: $90,000 - $100,000 Benefits: is eligible for medical, dental, vision, 401(k), and parental leave Required Qualifications: Bachelors Degree 5+ years of sales experience, with at least 3 years in a sales leadership or management role. Proven track record selling professional services to C-suite or senior-level executives. Demonstrated success building, developing, and scaling sales teams. Strong ability to create and execute sales strategies, set KPIs, and manage performance. Experience managing the full sales cycle, from lead generation to closing. HubSpot experience strongly preferred. Key Responsibilities: Lead, mentor, and grow a team of 3-4 Business Development Representatives, with potential expansion to 5-8. Develop and execute sales strategies that drive new business and market expansion. Manage full sales-cycle activities including lead generation, pipeline management, and closing. Establish KPIs, reporting processes, and performance standards aligned with organizational goals. Partner with executive leadership on strategic planning and new revenue opportunities. Optimize sales processes and implement best practices using HubSpot CRM. Foster a collaborative, high-energy culture within a fun and business-casual office environment. Why choose Addison Group? Pay: We negotiate high salaries using US Bureau of Labor Statistics Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses Permanent Employment: Many of Addison's Administrative job openings lead to potential permanent employment Connections: You connect directly with hiring managers from renowned organizations Options: You are presented multiple employment options near your home Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.

Front is the leading AI-powered customer service platform built for collaboration. Front brings core support channels into a modern, intuitive workspace where teams can collaborate on requests, automate manual processes, and delight customers across their entire lifecycle. Front's flexible workflows, AI features, and customer intelligence provide the efficiency and insights to keep entire organizations customer-first, every day. More than 9,000 of the most innovative companies worldwide including CultureAmp, HootSuite, and Y Combinator use Front to deliver five-star service at scale. Backed by Sequoia Capital and Salesforce Ventures, Front has raised $204M from leading venture capital firms and independent investors including top executives at Atlassian, Okta, Qualtrics, Zoom, and PagerDuty. Front has received numerous Great Place to Work accolades, including Built In's 100 Best Midsize Places to Work in SF 2025, Top Places to Work by USA Today 2025, Y Combinator's list of Top Companies in 2023, #4 on Fortune's Best Workplaces in the Bay Area™ ,Inc. Magazine's 2022 Best Workplaces list, and Forbes Best Startup Employers 2022 List. As a Relationship Manager you'll be focused on building deep relationships with our SMB customers. You will serve as the primary point of contact, helping our existing customer base evangelize Front across their organization. You will be responsible for renewals and expansion, as well as, ensuring the clients overall success with Front. You'll play a vital role in the customer journey as the customer's main advocate and advisor, influencing account admins, end users and decision makers. What will you be doing? Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors Drive Front product adoption to achieve our best-in-class retention and expansion goals Evaluate opportunities to increase customer satisfaction, expansion, and retention Work cross-functionally with Product, Sales, Support and Marketing to ensure customers have the full power of Front behind them Ensure successful delivery of technical and business value propositions according to customer needs Provide creative problem solving for complex workflows and use cases Ensure long term client satisfaction and reference-ability Be the voice of the customer to the product and go-to-market team What skills and experience do you need? 2+ years of sales or customer success experience Clear and thoughtful communicator with excellent verbal and written skills. You value storytelling and can explain complex issues in simple terms and adapt your tone for different users Comfortable giving presentations to groups of any size and audience - from every day end-users of the app to a high level executive Polished relationship builder, passionate about driving value for customers and positively impacting the working lives of people in large organizations Ample experience building and maintaining relationships with stakeholders (internally & externally), including C-suite executives and IT / technical influencers across customer base Proven track record of pipeline/forecast management Great problem solving skills by taking a consultative approach to finding the best solution Naturally curious and consistently determined - a proactive hunter for new use cases inside the install base Front operates on a hybrid model - we come together in the office each Tuesday, Wednesday, and Thursday to collaborate and stay connected. What we offer Competitive salary Equity (we are post-series D & backed by some of the best VCs in the US) Private health insurance, including plan options at no cost to employees Paid parental leave Flexible time off policy Focus Fridays - learn more here! Flexibility to work from home 3 days/week (unless posted as a full-remote role) Mental health support with Workplace Options Family planning support with Maven $100 per month Lifestyle Stipend to spend on fitness, health and wellness, and other activities Wellness Days - Fronteers get an additional day off on months with no holidays Winter Break - Our offices are closed from Christmas to New Year's Day! Front provides 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 or disability. By applying, you acknowledge and agree that you have read and understand the California Recruiting Privacy Notice & EU Privacy Notice

An expanding Multi-Family Office in Charlotte, NC, seeks candidate with UHNW tax experience to counsel clients. (25mm+ client range) Manage client engagements with the goal of developing complex wealth planning solutions and strategies Emphasis on high-touch client service and deep technical planning Extensive opportunity to take on new responsibilities and advance within the organization First point of contact with clients Requires 8+ years' of experience Interested in candidates from Law firms, CPA firms and Wealth Management Firms, preferably with JD or CPA Hands-on, operational mindset with attention to detail Competitive salary and benefits Flexible work options and potential for growth within the firm ~Relocation Assistance Available~

Job Category Business Development Level Mid-Level Time Type Full-time Travel Requirements Approximately 40% The role: As a Relationship Manager, you will market and sell specialty tax services to public accounting firms and referral partners within the states of Illinois, Iowa, Minnesota, and Wisconsin. You will play a critical role in developing new referral sources in this territory, as well as supporting the retention of existing client relationships. McGuire Sponsel fosters a dynamic culture that emphasizes training and professional development. No prior knowledge of the specialty tax industry is required, but preference will be given to those who come to us with industry experience. Candidates will develop and grow their skillset by working closely with the firm's shareholders, technical practice line leaders, and experienced sales professionals. This is an excellent career opportunity for a relationship-driven individual who is looking to expand their skillset and make an impact with a growing firm. What you will do: Generate new client relationship opportunities for the Texas and surrounding market Collaborate with firm leadership in developing and executing market strategies Manage the successful transition of awarded client engagements to the appropriate practice line Work closely with key practice line leaders to collect and analyze client data, and prepare engagement letters during the proposal process Report new and existing opportunities within Salesforce, our CRM software Participate in firm marketing initiatives Attend and participate in various industry events, such as annual tax conferences and regional networking events throughout the sales territory Travel to prospective CPA locations to meet with or give presentations to key decision makers Gain an understanding and knowledge base of McGuire Sponsel's specialty tax service offerings and be able to share what with do with various professional contacts throughout business networks Ongoing client relationship management What you will need: A completed bachelor's degree Prior experience with B2B sales required 3-5+ years of experience in a sales or professional services environment is desirable No prior experience with tax credits is necessary Ability to execute with consistency and strong strategic planning Strong attention to detail, excellent organizational skills, strong written and verbal communication skills Consultative mindset, strong interpersonal skills, excels in client situations Desire to spend time outside of an office environment, traveling and interacting with existing and prospective clients Strong professionalism and decorum at all times Experienced in Microsoft Excel, Word, Outlook, and PowerPoint Experience in Salesforce is helpful, but not required A valid United States driver's license and reliable transportation Who we are: McGuire Sponsel is a national specialty tax consulting firm that has experienced tremendous growth while serving leading accounting firms and businesses across the country. Our firm partners with CPAs and their clients to provide Fixed Asset Services, R&D Tax Credit Services, Global Business Services, and Credit and Incentive Services. What we offer: A career at McGuire Sponsel gives individuals the opportunity to grow professionally and personally in a team environment. Benefits include: Competitive paid time off, 401k and health and wellness benefits 9 Paid holidays off Modern office space in proximity to restaurants, shops, and cultural centers Team building and social outings, community outreach, and philanthropy activities Autonomy to build your schedule and operate independently with strong support from leadership Industry professional development opportunities Personal development opportunities McGuire Sponsel provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type on the basis of race, color, religion, age, sex, pregnancy, 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. Applicants with disabilities may contact McGuire Sponsel via telephone, e-mail, and other means to request and arrange for accommodations. If you need assistance to accommodate a disability, you may request an accommodation at any time. Please contact McGuire Sponsel at ************.

Job DescriptionDescription: BKG Enterprises is seeking a Medicaid Provider Relationship Account Manager responsible for providing quality, accessible, and comprehensive service to the company's provider community. The role involves developing and maintaining positive provider relationships through regular on-site and/or virtual visits, communicating administrative and programmatic changes, and facilitating education and the resolution of provider issues. Work Location: The Medicaid Provider Relationship Account Manager position may involve a mix of on-site and remote working environments based on the organization's policies and the specific requirements of the job. Salary: $40.00-$46.00/hr. Responsibilities: Develop and maintain positive relationships with the provider community by conducting regular on-site and/or virtual/digital visits. Communicate administrative and programmatic changes to providers. Facilitate education and resolve provider issues promptly. Serve as a knowledge and resource expert regarding provider issues impacting provider satisfaction and network retention. Research, analyze, and coordinate prompt resolutions to complex provider issues and appeals through direct contact with providers and internal matrixed partners. Collaborate within a cohort of internal matrix partners to triage issues and submit work requests. Manage a portfolio of providers within a defined cohort. Coordinate Joint Operation Committees (JOC) with provider groups, driving meetings to discuss issues and changes. Assist with Annual Provider Satisfaction Surveys, implement required corrective action plans, and monitor educational activities, contract questions, and non-routine claim issues. Coordinate communications on administrative and medical policy, reimbursement, and provider utilization patterns. Conduct proactive outreach to support the understanding of managed care policies and procedures, as well as various initiatives and programs. Participate in external Provider Townhalls/Seminars and attend State Association conferences (e.g., MGMA, AFP, AAP, HFMA). Identify and report on provider utilization patterns that impact the quality of service delivery. Research issues that may impact future provider contract negotiations or jeopardize network retention. Requirements: Requires a Bachelor's degree. Minimum of 3 years of customer service experience, including 2 years in a healthcare or provider environment. Or any combination of education and experience which provides an equivalent background. Excellent oral, written, and interpersonal communication skills. Strong problem-solving, facilitation, and analytical skills. Ability to travel as required.

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's 'what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. + Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships. + Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence + Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales + Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate "Why Citizens" through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. + Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool + Transition prospects seamlessly from initial outreach to warm leads for partners + Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. + Expand and maintain relationships with internal business partners. + Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience + Excellent written and verbal communication skills + Experience in proactive outbound sales prospecting + Excellent time management and organizational skills + Ability to work in a collaborative team environment + Business development experience with a proven track record of identifying and transitioning high quality introductions + Relevant financial services experience preferred. + Familiarity with consumer lending solutions. + Familiarity with sales of banking products and services required. + Experience with investment product referrals and sales preferred. + Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials + High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) + Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses + Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS Compensation + Salary and opportunity to earn Incentive compensation. + Salary is commensurate with experience. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company. Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success. Fitch Learning is seeking a Strategic Learning Partner to join our US team. This director-level, strategic role is pivotal in shaping and expanding our client base, with a strong emphasis on sales, business development, product strategy, and in-depth financial services expertise. The ideal candidate will proactively identify and qualify prospects, develop new client relationships, drive growth, and collaboratively design impactful learning solutions. Fitch Learning is seeking a Client Relationship Manager based in our Austin office. The corporate title will be Director. About the Team: Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel approximately 20% to 40% of your time, Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services. How You'll Make an Impact: Sales and Business Development Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations. Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions. Build new accounts through strategic market and client analysis, targeted outreach, and effective networking. Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners. Accurately manage client data and information using Salesforce to record and track account developments. Produce and justify regular revenue forecasts based on your pipeline. Oversight of legal contracts for both clients and contractors. Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships. Product Strategy and Content Development Work collaboratively with colleagues to design innovative learning solutions tailored to the needs of financial services clients. Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments. Apply in-depth knowledge of U.S. and global financial markets, products, and client operating environments to inform and enhance the development of new learning and development programs. Ensure that all learning solutions are relevant and responsive to the evolving needs of financial services clients. Develop and determine product pricing strategies. Manage the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content. Inform the budget and allocation for product and content development. Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches. Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge. You May be a Good Fit if: 10+ years of work experience in direct business-to-business sales roles with a focus on serving financial services clients. 5+ years of work experience in a relevant functional area such as financial services, corporate credit, wealth management, risk or financial consulting. Have a strong background in business development within the US financial services or financial education sector. Possess experience in developing client strategies and delivering learning solutions. Demonstrate excellent communication, relationship management, and consultative skills. Bring a strategic mindset and the ability to identify and act on growth opportunities. What Would Make You Stand Out: Deep knowledge of the US financial markets industry. Experience in financial education and learning solution design. Strong consultative, analytical, and strategic thinking skills. Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs. Why Choose Fitch: Hybrid Work Environment: 3 days a week in office required based on your line of business and location. A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity. Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals. Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing. Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively. Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community. Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. #LI-MH1 #LI-HYBRID

Note: This is a hybrid role based out of our St. Louis office. Employees must live within a commutable distance of the St. Louis metro area. Who You'll Work With At Slalom, personal connection meets global scale. Our vision is to enable a world in which everyone loves their work and life. We help organizations of all kinds redefine what's possible, give shape to the future-and get there. We are seeking a Client Partner (Senior Director) to join our passionate Retail and CPG team in Missouri Valley. Our work in Retail/CPG has been a foundation for Slalom Missouri Valley's success and continues to be a significant area for growth across all of Slalom. You will work across all our capability domains, be an active leader in shaping and delivering our strategy in the Missouri Valley market and participate in our global community of practitioners who deliver value to clients every day. What You'll Do * Engage with your clients and understand their strategies and objectives, environment, and industry * Proactively identify opportunities to help clients meet their objectives and to address challenges and constraints * Be highly aware of the work in which Slalom is engaged, and work with Accountable Executives to drive excellent * Build and maintain long term client relationships * Partner with clients to solve problems and bring value beyond the obvious * Lead engagements and project teams, delivering complex solutions * Lead and build pursuit teams to strategize/close deals and solutions * Be responsible for achieving and maintaining client satisfaction What You'll Bring * You thrive in a fast-paced environment, and you enjoy the variety of business development, contracting/negotiating, solutioning, client engagement, excellence enablement, operations/financial management, and team/people management all in a single role. * Ability to qualify leads and build strategies on developing deals * Manage a book of revenue of at least $12.5M+ * Experience building and nurturing trust-based relationships with clients and peers * Excellent stakeholder management and communication skills * Confidence in navigating complexity and conflict * Passion for the retail and CPG industry; curiosity and humility * Collaboration mindset - working across practices, account teams and markets to achieve the best outcome for clients About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges: The target base salary pay range for Senior Director is $189,000 to $280,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

Who You'll Work With Our Financial Services industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Slalom is actively seeking a Client Partner in St. Louis to grow the Slalom brand within our Financial Services clients across Insurance & Wealth Management. This Client Partner will lead the way in solving the industry's most pressing challenges across all our services. This role is targeted at a Director level. Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? We'd love to get to know you! What You'll Do Business Development: * Identify and pursuit lead opportunities within your assigned clients. * Comfortable selling to and creating new opportunities within your assigned Financial Services clients. * Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions. * Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Services clients. Client Service and Delivery Leadership: * Drive account growth by developing annual account plan(s) and executing the strategy to drive new sales. * Own key strategic relationships as well as manage our relationship plan across our broader account team * Guide the engagement teams to ensure strong delivery is aligned with the client's goals. * Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives. * Lead from the front through billable roles on active engagements such as client service lead, SME, or accountable executive. * Provide oversight and governance across all sold/managed engagements. * Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline. Portfolio Leadership: * Assist in developing the industry strategy and business plan for the portfolio. * Collaborate with other practices to bring new solutions to the market. * Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth. * Provide thought leadership to clients through developing market POVs. What You'll Bring Industry Background / Knowledge: * Deep understanding in at least one of the following sub-industries: Banking, Insurance and/or Wealth Management. * Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). Examples: * Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation. * Versant in AI related use cases within the financial services industry * Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance. * Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry. Qualifications, Skills, and Competencies: * A minimum of 7 years of experience in Financial Services OR a minimum of 7 years' experience within a leading consulting firm with a focus on the functions above. * MBA or equivalent preferred. * Comfortable working with and selling to senior Financial Services Executives. * You must live within a commutable distance of the St. Louis Metropolitan Area. About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $170,000 to $255,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.

About Us Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results. Job Description We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives. Responsibilities Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience. Act as the main point of contact for client inquiries, service updates, and project coordination. Monitor client satisfaction and identify opportunities for improvement or additional support. Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders. Collaborate with internal teams to ensure smooth execution of client needs and service delivery. Assist in onboarding new clients and guiding them through initial processes and expectations. Support the development of strategies to enhance client retention and overall engagement. Qualifications Qualifications Strong communication and interpersonal skills with a client-focused mindset. Ability to manage multiple priorities with professionalism and attention to detail. Problem-solving attitude with the ability to think proactively and offer solutions. Organizational skills and the ability to maintain accurate records and correspondence. Confidence in collaborating with cross-functional teams to support client objectives. Additional Information Benefits Competitive salary range of $56,000 - $60,000 annually. Professional growth and advancement opportunities within the company. Skill development through ongoing training and internal support. Dynamic and supportive work environment. Comprehensive benefits package.

Who You'll Work With Slalom Florida is seeking builders and creators with a strong entrepreneurial streak that are excited about scaling our impact! Slalom's Healthcare practice partners with clients to transform U.S. healthcare. We're seeking leaders with experience driving transformation at life sciences companies specifically with payers or providers. Relevant experience includes business strategy; product development; operations transformation; digital; data & analytics; CRM implementation; cloud migration; and related large-scale transformations. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Level: Senior Principal Note: Hybrid role. The ideal candidate will live in the Greater Orlando area. What You'll Do * Drive value to clients through consulting by building solid stakeholder/leader relationships and aligning them to achieve client goals * Billable utilization across a small cluster of healthcare accounts * Direct Revenue responsibility of $2-5M+ * Oversight and governance of all sold/managed engagements within aligned accounts * Deliver / oversee project excellence * Drive business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements * Engage with your clients to understand their strategies and objectives to drive value through solutions, and building solid stakeholder/buyer/influencer relationships * Drive business results by producing a well-managed, profitable, and growing book of business and technology opportunities within Healthcare accounts * Build pursuit teams to strategize/close deals and solutions * Ownership of activity within your accounts including: * Oversight and governance of all sold/managed engagements within aligned accounts * Deliver / oversee project excellence * Drives business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements * Help build and shape our Life Science capabilities to solve our client's complex challenges What You'll Bring * Managed and sales revenue experience ($3M+) * Confidence working with clients at SVP, C-suite and/or executive steering committee levels * Deep understanding of healthcare related digital transformation * Clinical trial process experience a plus * Revenue cycle management, patient intake, digital front-door experience a plus * Expert project including all aspects of program/project management * Experienced in business development, including relationship building, solutioning and resourcing About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

This employee provides leadership for the Account Coordinators in matters relating to the servicing of customers. Achieves individual quality and productivity goals in accordance with established objectives Manages individual projects and contributes to other operational initiatives outside of team responsibilities JOB FUNCTIONS Provides guidance and leadership to Account Coordinators and assists with referral account management and sales team collaboration Key contributor in overseeing agent workload and ensuring patient management program is efficient and maximized for business performance Focuses and maintains performance efforts of the team on current business goals Works to ensure that the team is conducting their responsibilities in a professional and courteous manner Serves as a knowledgeable and productive part of the managerial team Implements and monitors new initiatives to enhance the performance of the team and the center as a whole, including identifying opportunities for efficiency improvement and revenue Oversees training of new reps assigned to the team and provides refresher training as needed Conducts team member coaching and disciplinary actions according to policy

Requirements High school diploma or GED equivalent required A Bachelor's degree in Business, Finance, Accounting, or Economics from an accredited college or university preferred. Three year's experience in managing commercial accounts preferred. Treasury management education, training or certification preferred.

Solicits, develops and manages risk and logistics for account relationships with business customers of all types, including but not limited to checking accounts, sweep accounts, merchant services, remote deposit processing and internet-based account management systems (ECorp). Makes personal contacts with present and prospective customers to retain and expand existing banking relationships and solicits new business from non-customers. Supports the bank's commercial lending function by prospecting, calling on, and incidental servicing of commercial loan customers. Makes personal contacts with present customers to retain and expand existing banking relationship and solicits new business from non-customers in the areas of Loan, Deposit and Trust products and services. Requirements * High school diploma or GED equivalent required * A Bachelor's degree in Business, Finance, Accounting, or Economics from an accredited college or university preferred. * Three year's experience in managing commercial accounts preferred. * Treasury management education, training or certification preferred.