Customer Success Manager jobs at National Processing Company - 786 jobs

A leading agricultural technology firm is seeking a Senior Account Manager to scale and grow relationships with Retail and Food Service buyers. The role offers the chance to leverage a national network and technology platform to enhance sales, with opportunities for steady income and equity. Ideal candidates will have 3-10 years of experience in sales and established relationships in the industry, alongside a collaborative mindset and passion for innovation. This position is remote and will be based in California. #J-18808-Ljbffr

If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.

The Wealth Relationship Manager is the primary wealth advisor within the Wealth Consulting Group. This individual will be responsible for building and maintaining client relationships with the groups targeted clients. This person will interact and team with commercial team leads and relationship managers to deliver the entire suite of wealth management services to select clientele. This is a business development as well as client management role and the successful candidate will be recognized as our most accomplished advisors. WRM's may mentor and coach Wealth Relationship Associates as part of their duties and strategy within a particular market. Position Accountabilities Solicits new clients in order to meet and exceed sales goals through prospecting efforts and networking activities and develops and maintains relationships with current clients by maintaining regular contact, understanding their needs and offering solutions. Promotes interest in wealth management products and services using a highly disciplined and defined, proprietary profiling process by Atlantic Union Wealth Management and generates new business opportunities with an emphasis on loan and deposit growth and generation of fee income from AUM. Participates in community activities and organizations to enhance the visibility of the bank and encourage new business development. Manages client relationships to discover opportunities and provides appropriate financial products and services solutions to meet those needs. Develops comprehensive plans for clients and prospects. Maintains solid to superior knowledge of planning and be proficient in administering that for clients. Provides ongoing client relationship services, including the resolution of service issues while maintaining a high level of client satisfaction. Promotes and facilitates the introduction, sale and closing of appropriate products and services throughout AUB offerings. This includes building an appropriate team of specialists from within the organization to accomplish this. Builds and maintains positive working relationships with Commercial partners to improve penetration rates within existing clients. Refers clients to other business partners within the organization when appropriate to meet their financial needs; other LOBs include but are not limited to Commercial, Treasury Management, Retail, and Mortgage. Travels as necessary to meet with clients and attend business meetings and networking events. Takes courses and attends seminars required to maintain professional certification and knowledge. Performs assigned responsibilities in compliance with all job-relevant legal and regulatory requirements. Maintains current operating knowledge of all job-relevant legal and regulatory requirements through the successful completion of mandatory compliance and regulatory training and attendance at all mandatory regulatory compliance activities. Performs other duties that may be assigned. Adheres to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Organizational Relationship This position reports to the assigned Wealth Relationship Director or Managing Director - Wealth Consulting Group Position Qualifications Education & Experience Bachelor's degree in business, finance or accounting or equivalent experience. Minimum 7 years' relevant job experience in the financial services industry with emphasis in wealth management. CFP, CWS or equivalent a plus Knowledge & Skills Superior Client service skills Sales oriented, friendly and persuasive personality Comprehensive understanding of the bank's products and services Strong prospecting, sales and business development skills Ability to develop high net worth individuals and professional relationships Excellent listening, verbal and written communications skills Excellent interpersonal and Client relationship skills Ability to understand and diagnose clients' needs and offer appropriate financial products and services Ability to embrace change and demonstrate adaptability Ability to work independently as well as within a team environment Ability to quickly learn and utilize business specific relevant technology to efficiently develop and manage client relationships We are proud to be an EEO/AA, Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace. Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Skills Commercial Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Responsible for facilitating the outside sales of business deposit accounts and all Treasury products and services. Build relationships with external clients as well as internal partners to enable strong referrals and solutions for client needs. ESSENTIAL DUTIES and RESPONSIBILITIES: Direct the outside sale of business deposit accounts and Treasury Mgt. products and services Conduct sales calls on current and potential clients in partnership with commercial lending relationship managers and branch managers, as well as generating other leads independently Analyze deposit statements from any financial institution, prepare written proposals and present these proposals to new/current clients Manage client portfolio to maintain and grow relationships Address complex issues by evaluating the significance of the issue and offering sound solution options that fit the client's needs and wants Install and troubleshoot remote deposit capture scanners, ACH services, online wires and services along with future Treasury products as needed Cross sell additional products to other bank divisions such as Investments, Insurance, Trust, etc. Maintain a profile in the community through membership in a service organization and participation in Chamber events Support Treasury Management area and Commercial Lending in other duties as requested Complete other duties as assigned EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of five (5) years banking experience with at least two (2) years of Treasury Management experience or Retail Banking experience with proven outside sales experience Strong sales ability Excellent interpersonal/people skills Thorough knowledge of treasury/cash management products and services Solid presentation skills Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Proven ability to provide high quality customer service Good analytical and problem solving skills Frequent travel will be required using reliable personal transportation OTHER SKILLS and ABILITIES: Must have excellent judgment/decision making skills, time management and organizational skills Must be able to work without supervision Must be able to operate all general office equipment E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Licenses & CertificationsCert Treasury Prof (preferred) Skills Sales Experience (required) Treasury Management (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Skills Commercial Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Skills Commercial Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Skills Commercial Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make recommendations for extending credit Develop sales proposals, coordinate preparation of commitment letters, and make sales presentations to clients and prospects. Promote and cross-sell other Bank services to existing and prospective clients Oversee preparation of legal documents for loan closings Monitor risk in loan portfolio and take appropriate action to indemnify and minimize credit risk. Effectively manage collateral and documentation exceptions Maintain portfolio delinquency at levels acceptable to management Interact with operational and technical areas to resolve problems Be active in community/civic/professional organizations that promote the bank and engender networking opportunities Adhere to all appropriate service standards Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: Bachelor degree in Business Administration or Finance Minimum of three (3) years experience as a commercial lender Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected Ability to clearly and effectively communicate both verbally and in writing Frequent travel will be required using reliable personal transportation E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran Qualifications EducationBachelors of Business Administration (required) Skills Commercial Lending (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Who we are is what we do. Deel is the all-in-one payroll and HR platform for global teams. Our vision is to unlock global opportunity for every person, team, and business. Built for the way the world works today, Deel combines HRIS, payroll, compliance, benefits, performance, and equipment management into one seamless platform. With AI-powered tools and a fully owned payroll infrastructure, Deel supports every worker type in 150+ countries-helping businesses scale smarter, faster, and more compliantly. Among the largest globally distributed companies in the world, our team of 7,000 spans more than 100 countries, speaks 74 languages, and brings a connected and dynamic culture that drives continuous learning and innovation for our customers. Why should you be part of our success story? As the fastest-growing Software as a Service (SaaS) company in history, Deel is transforming how global talent connects with world-class companies - breaking down borders that have traditionally limited both hiring and career opportunities. We're not just building software; we're creating the infrastructure for the future of work, enabling a more diverse and inclusive global economy. In 2024 alone, we paid $11.2 billion to workers in nearly 100 currencies and provided healthcare and benefits to workers in 109 countries-ensuring people get paid and protected, no matter where they are. Our momentum is reflected in our achievements and customer satisfaction: CNBC Disruptor 50, Forbes Cloud 100, Deloitte Fast 500, and repeated recognition on Y Combinator's top companies list - all while maintaining a 4.83 average rating from 15,000 reviews across G2, Trustpilot, Captera, Apple and Google. Your experience at Deel will be a career accelerator. At the forefront of the global work revolution, you'll tackle complex challenges that impact millions of people's working lives. With our momentum-backed by a $17.3 billion valuation and $1 B in Annual Recurring Revenue (ARR) in just over five years-you'll drive meaningful impact while building expertise that makes you a sought-after leader in the transformation of global work. Who Are You? You'll be the face and voice of Deel for our clients, both internally and externally. In this dynamic role, you'll be responsible for building genuine and durable customer relationships while converting those relationships into opportunities for long-term revenue growth. You will serve as our client's trusted advisor by providing strategic guidance on operational and product-related issues. Simultaneously, you will be an internal advocate for clients with Deel by championing new products and capabilities to facilitate the expansion of each client's business with Deel. You are a passionate business builder at heart. You get energized by tackling complex, challenging, often ambiguous problems and driving real impact across a business. You are not afraid to get your hands dirty to deliver projects. You are a talented generalist at home, diving into data for insights, and confident in cross-functional project management with multiple stakeholders. Working with great people is a non-negotiable priority because you thrive in a highly collaborative, high-performance team. If that is you, join our team! Duties Accounts: The Customer Success Manager will be responsible for a high volume of small spend accounts in either our SMB/MM or ENT segments. Risk: Identify and flag risks that will lead to customer churn. Relationships: Build relationships with clients by identifying pain points, providing solutions, and recognizing opportunities for growth and revenue generation Product: Be the voice of the customer by collecting product and operational feedback and sharing it with relevant internal stakeholders Responsible for providing a high-quality experience to our customers on a day-to-day basis. Coordinate with internal stakeholders to ensure timely response and completion of customer requests. Drive adoption of platform features that will lead to a better customer experience and better retention. Requirements 2+ years of experience Work occasional shifts aligned with EMEA business hours to support global operations Strong preference with Professional Employer Organizations and managing related HR, payroll, and compliance functions You have a past history of elite performance Prefer previous CS experience, but ok with folks who have been in advisory roles such as consulting. Need to have previous experience advising customers A strong desire to be in the technology space A relationship builder who remains calm and collected when facing crisis or criticism and celebrates partners' successes with them Quantitatively inclined and data savvy, you may not be a SQL expert, but you enjoy drawing quick, insightful conclusions from complex data sets, asking critical questions, and synthesizing raw numbers into simple, actionable recommendations A reliable, motivated self-starter with a passionate growth mentality. You enjoy fast-paced environments, aren't deterred by setbacks or pivots, and thrive in roles requiring a very high degree of responsibility Have a solid track record of achievement - e.g., had success in a top-tier company, delivered quantifiable business impact, quickly assumed responsibilities, or won competitive awards Have a strong analytical foundation with the ability to manipulate and synthesize data Are curious by nature and interested in making an impact Total Rewards Our workforce deserves fair and competitive pay that meets them where they are. With scalable benefits, rewards, and perks, our total rewards programs reflect our commitment to inclusivity and access for all. Some things you'll enjoy Stock grant opportunities dependent on your role, employment status and location Additional perks and benefits based on your employment status and country The flexibility of remote work, including optional WeWork access At Deel, we're an equal-opportunity employer that values diversity and positively encourage applications from suitably qualified and eligible candidates regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy or maternity or other applicable legally protected characteristics. Unless otherwise agreed, we will communicate with job applicants using Deel-specific emails, which include @ deel.com and other acquired company emails like @ payspace.com and @ paygroup.com . You can view the most up-to-date job listings at Deel by visiting our careers page . Deel is an equal-opportunity employer and is committed to cultivating a diverse and inclusive workplace that reflects different abilities, backgrounds, beliefs, experiences, identities and perspectives. Deel will provide accommodations on request throughout the recruitment, selection and assessment process for applicants with disabilities. If you require accommodations, please inform our Talent Acquisition Team via this link and a team member will be in touch to ensure your equal participation. If you have difficulty accessing the form, please email at *******************. We use Covey as part of our hiring and/or promotional processes. As part of the evaluation process, we provide Covey with job requirements and candidate-submitted applications. Certain features of the platform may qualify it as an Automated Employment Decision Tool (AEDT) under applicable regulations. For positions in New York City, our use of Covey complies with NYC Local Law 144. We began using Covey Scout for Inbound on March 30, 2025. For more information about our data protection practices, please visit our Privacy Policy. You can review the independent bias audit report covering our use of Covey here: **************************************

Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you. justice intelligence, we offer timely, reliable insights through vertical partners on AI-driven, SaaS-based cloud architecture. We enable commercial enterprises and government agencies to build trust and safety while improving operational efficiencies. The Strategic Customer Success Manager is the trusted partner responsible for maximizing customer value and driving account retention within an assigned portfolio of clients across their entire experience lifecycle. This role is laser-focused on building deep, high-level relationships, leading all contract renewal strategies, and ensuring customers realize the full, expected value from their Equifax solutions. Leveraging the Four Pillars of Success-Strategic Customer Engagement, Product & Process Optimization, High-Impact Internal Collaboration, and Customer Relationship & Growth Strategy-this role ensures customers achieve their long-term business objectives. Our ideal candidate will thrive in a hybrid work environment, splitting their time between our Louisville, KY office (Tuesday, Wednesday, and Thursday) and remote work (Monday and Friday). What you'll do: Strategic Customer Engagement Consultative Partnership: Serve as the primary trusted advisor and advocate for key client stakeholders, ensuring long-term success, strategic alignment, and maximum value realization from Equifax solutions. Value Delivery & Retention: Proactively monitor and maintain customer health, leading executive service reviews (QBRs/ABRs) to quantify realized business value and drive adoption, usage, and net retention. Strategic Liaison: Act as the high-level point of contact for complex issues, providing clients transparency on the status of issues/requests and translating customer needs into technical requirements for internal teams. Onboarding Awareness: Participate in the implementation process solely to build foundational relationships and ensure a seamless hand-off to the post-implementation phase (implementation team manages project execution). Customer Relationship & Growth Strategy (Retention & Expansion) Contract Renewal Ownership: Own the full strategic contract renewal cycle for the assigned portfolio, developing data-backed retention strategies and utilizing relationship health indicators to drive successful deal closure. Account Growth: Actively identify and position opportunities for product penetration and expansion, working with Account Executives (AEs) using strategic account planning frameworks (e.g., GOST) to drive growth. Business Acquisition Support: Provide critical customer context and data to assist in the development of Request for Proposal (RFP) responses and support the broader sales organization. Product & Process Optimization Product Influence: Champion the voice of the customer to inform product roadmaps, coordinate internal Center of Excellence (COE) teams, and drive enhancement prioritization based on documented user needs. Customer Enablement: Educate clients on the business value of solutions and deliver comprehensive training and subject matter expertise, including periodic travel for on-site customer training sessions and conferences. Support Translation: Drive customer advocacy in resolving issues and serve as the strategic liaison for complex support tickets, translating technical issues and solutions to drive long-term process improvements. High-Impact Internal Collaboration Internal Advocacy: Serve as a subject matter expert, acting as the connecting thread for internal teams with the customer and advocating for the customer's best interests in cross-functional meetings (Product, Engineering, Sales). Risk Management: Act as the primary communicator during major incidents, providing timely updates, delivering Root Cause Analyses (RCAs), and representing the customer's interests during system migrations and major projects. What experience you need: 5-7 years of experience in Customer Success, Account Management, or a Strategic Consulting role (required) within the SaaS or Public Sector technology space (preferred). Proven track record of managing and successfully renewing multi-year, large-scale enterprise contracts, demonstrating strong financial acumen in retention. Demonstrated experience in developing and delivering data-driven business reviews (QBRs/ABRs) and value presentations to executive-level stakeholders. Expertise in leveraging CRM systems (e.g., Salesforce) for account planning, forecasting, and tracking customer health metrics. Experience working with complex, multi-divisional, multi-geographical customers. Bachelor's degree in a related discipline or equivalent experience. Ability to travel periodically for client meetings, business reviews, conferences, and training events. What could set you apart: Exceptional ability to communicate and foster positive business relationships. Experience operating within the Public Safety or Government sector. Demonstrated experience in strategic account planning, value realization, and adopting structured methodologies to drive customer outcomes. A background in product management or technical consulting, enabling strong translation between customer needs and technical teams. Ability to establish milestones and keep all team members on task; strong project management skills. Self-driven, proactive, and a bias for action. #LI-JD1 #LI-Hybrid We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks. Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference! Primary Location: USA-KY-LouisvilleUSA-St. Louis-Clayton Function: Function - Sales and Account Management Schedule: Full time

Givebutter is the most-loved nonprofit fundraising and CRM platform, empowering millions of changemakers to raise more, pay less, and give better. Nonprofits use Givebutter to replace multiple tools so they can launch fundraisers and events, use donation forms and donor management (CRM), send emails and text blasts-all in one place. Use of the Givebutter platform is completely free with a 100% transparent tip-or-fee model. Givebutter has been certified as a Great Place to Work every year since 2021, and is the #1 rated nonprofit software company on G2 across multiple categories. Our mission is to empower the changemaker in all of us. We believe giving should be fun, so you'll want to do it again, and we also believe that work should be fun, so that you'll have the greatest impact. We are excited to hear from talented people who want to work with other talented people in making the world a butter place-and have fun along the way. Role Description Givebutter is hiring an outstanding Customer Success Manager with a combination of post-sales and fundraising expertise who can leverage every resource available to our customers to steward them to fundraising success. As a member of our growing team, you will have the opportunity to support the fundraising efforts of our highest-raising nonprofit and enterprise customers. The CSM's role is to drive adoption, value realization, growth, and renewals across a scaled portfolio while maintaining a high level of value to our customers. You'll be focused on helping organizations optimize their fundraising, leveraging Givebutter's many products and features, starting post onboarding and continuing through ongoing account retention. CSMs work regularly with cross-functional internal teams (including Sales, Onboarding, Marketing, Support, and Product, Design, & Engineering) to surface customer feedback and improve the entire customer experience. We want to hear from people who… Understand fundraising, donor engagement, or nonprofit development and can apply that knowledge to customer success. Have hands-on experience in post-sales customer success or account management roles in tech, including supporting customers in using software, troubleshooting issues, and identifying upsell opportunities. Are always making connections. Whether it's with a major donor, a new volunteer, or a board member, you naturally find common ground. Are confident! Much of your work is prescriptively guiding and helping users to execute the customer-focused solutions you propose to reach their fundraising goals. You'll also be their internal advocate, surfacing and championing user requests. Are natural relationship builders who can quickly earn trust with nonprofit leaders and stakeholders in order to drive value realization through product adoption strategies. Are tech savvy and comfortable teaching others how to use software tools. Thrive in a collaborative, fast paced environment and enjoy connecting the dots between customer needs and business goals. Responsibilities Serve as a lead point of contact for high value customer accounts, developing trust and building relationships with key stakeholders, while guiding them through adoption and best practices to accelerate their fundraising goals on Givebutter Become a subject expert in the Givebutter platform and leverage fundraising expertise to assist with fundraising strategy via email, Zoom, and phone calls Assist with the creation and maintenance of educational materials, including best practice and workflow guides, for all of Givebutter's customers Lead discovery sessions to align engagement requirements with organizational outcomes and identify key stakeholder responsibilities within an actionable plan Lead and develop Customer Impact sessions to support scaled, 1:Many community based learning for high impact use cases and workflows Provide use-case and product-based training and strategy guidance to help customers optimize campaigns and reach their fundraising and donor engagement outcomes. Continuously identify and improve gaps in implementation and customer success processes, contributing to the development of scalable, repeatable best practices Surface and analyze customer feedback to drive product improvements and inform team strategy. Partner with Sales, Product, Support, and other internal teams to ensure a seamless customer experience. Requirements Preferred: 1-3 years of experience working for a nonprofit organization in fundraising or donor development; this is essential for understanding our customers. Experience in marketing fundraising campaigns is a plus. 2-5 years of experience in a sales or post-sales role as a Customer Success Manager, Account Manager, Account Executive, or similar. Ability to manage multiple accounts independently with a customer-first mindset and consultative approach. Experience working toward KPIs or variable compensation tied to customer outcomes. Experience working with nonprofit CRMs and online fundraising tools Excellent written and verbal communication skills. You'll need to be able to communicate clearly to customers, and as a remote team, most of our communication is written Excellent communication and emotional intelligence with experience in building relationships and collaborating cross-functionally. More about Givebutter Benefits Remote Work: Work remotely from one of our 10 hubs (Austin, Denver, Indianapolis, Los Angeles, San Francisco, New York, Salt Lake City, Minneapolis, Seattle, and Nashville). Health Insurance: We offer Medical, Dental, and Vision insurance covered 100% for employees as well as HSA and FSA accounts. Dependent Care Coverage: We offer coverage for dependents, with 50% of Medical, Dental, and Vision premiums covered for all eligible dependents. Mental Health: Givebutter health insurance plans come with access to a TalkSpace membership. 401k: We offer a 3% 401k match for all eligible employee's. Vacation and Holidays: Givebutter offers a Flexible PTO policy with uncapped vacation days and company-recognized holidays. Wellness Week: Givebutter closes for one week each summer to prioritize rest and recharge for the entire team. Parental Leave: We offer 12 weeks of paid leave for all parents and comprehensive leave planning management through Aidora. Home Office Stipend: Upgrade your home office with company-sponsored expenses, including high-quality laptops, monitors, and modern technology. Charitable Giving: Employees are encouraged to donate up to $50/month to any verified nonprofit they wish to support on Givebutter. Professional Development: We offer learning and development reimbursement opportunities. Love What You Do: We are a mission-driven company serving the charitable sector. Feel good about the work you're doing and the company you work for. Interview Process Below is a high-level outline of our standard interview process Recruiter Screen: A 30-minute conversation to learn more about your background, walk through the role, and ensure mutual alignment on expectations, values, and logistics. Hiring Manager Interview: A deeper dive into your relevant experience, skillset, and working style. This is your first opportunity to connect directly with the person who may be your future manager. Assessment (technical or non-technical): This stage will vary based on the role. It could involve a live coding session, case study, or take-home project. Some roles may include two parts to this stage to evaluate both practical skills and problem-solving approaches Values Interview: A conversation with team members focused on how you align with our core values and leadership principles. References: We connect with a few folks you've worked closely with to get a better picture of your working style and impact. Offer: If all goes well, we'll move to the offer stage! Please note, we will have an AI note-taking tool join most of our interviews. Hi potential new butterslice! A recent study from LinkedIn showed that most women apply to jobs only when they meet 100% of the requirements, whereas men will hit the apply button if they hit 60%. Givebutter is committed to building a diverse and inclusive team. So to the women and nonbinary folks out there feeling unsure if you're a perfect fit, we strongly encourage you to apply!

Beyond powers the business of short-term rentals with a best-in-class Revenue Management System used by thousands of property managers and owners around the world. We're profitable, growing fast, and building with the latest technologies-including AI-to help our customers unlock more revenue with less effort. Behind our product is a global team of 180+ Beyonders who bring curiosity, craft, and care to everything we do. We believe people are the most important part of any business, starting with ours. It's with that in mind that we are looking to add a Senior Customer Success Manager to our growing team. Reporting to the Senior Manager of Customer Success, you will have the opportunity to be our customer's advocate to our product organization while driving product adoption and satisfaction. Retaining customers ensures Beyond Pricing can maintain its foothold as the market leader in the industry and execute on our aggressive growth plans. Before reading further... Beyond is passionate about diversity and cultivating our team's potential. If you're hungry for a good opportunity, but don't meet every point in this job description, please apply anyway! As our Senior Customer Success Manager you'll be responsible for: Driving customer adoption, retention, and satisfaction for assigned book of accounts Securing annual subscription renewals Uncovering expansion opportunities and owning the upselling process Performing regularly scheduled meetings with key stakeholders to ensure customer goals are being met. Training clients on the basics of revenue management and how to effectively use our tool to increase revenue. Analyzing customer performance data and making recommendations to ensure revenue growth Proactive relationship management with accounts to maintain overall customer health Monitoring and reporting on the health and risk of assigned accounts Maintaining a deep understanding of Beyond's suite of products Managing approximately 40-50 accounts at a time Working with cross-functional teams to drive better collaboration and customer experience Being the voice of the customer back to our Product organization, communicating trending customer feedback and ideas So what kind of person are we looking for in this role? The person who will be successful in this role will be: Customer empathetic - you'll find fulfillment in helping customers reach their goals People driven - you enjoy working with clients and want to provide an excellent customer experience Analytical - you're comfortable with data and leveraging it to make strategic decisions A team player - you pride yourself on going above and beyond for teammates and customer Now that we've told you what the job looks like, here are the qualifications we're looking for in a candidate: 3+ years of relevant experience at a SaaS company Located in the PST or MST time zone Revenue Management experience required (i.e.using data and pricing strategies to maximize revenue and profitability) Solid understanding of Customer Success best practices Creative and analytical thinker with strong problem-solving skills Exceptional verbal and written communication skills with the ability to communicate effectively at all levels Highly motivated, driven self-starter Company Values: We are serious about our core values: We Care, We Are On the Same Team, We Inspire Trust, We Go Beyond, We Ship It, We're Curious. If those resonate with you, and you're ready to work with a team that lives and breathes those values, we want to hear from you. Benefits: Beyond offers a wide variety of benefits like: stock options, unlimited PTO, private health insurance and more! You can learn more about our benefits by visiting our careers site! We Care about Diversity, Equity and Inclusion: Beyond is committed to building a workplace that attracts humans of all genders, ethnicities, backgrounds, statuses and lifestyles. At our core, we care about our people and encourage every employee, partner and applicant to share their whole self with us. We are respectful of and empathetic towards different viewpoints, and believe that our ability to help short term rental managers succeed relies on us building a dynamic and diverse team. Whoever you are, you can Belong @ Beyond. AI Policy: At Beyond, We Inspire Trust. In each other, in our process, and in the people we bring onto the team. As part of that commitment, we're implementing clear guidelines around the use of AI in our recruitment processes. Please review the full policy here. Any communication regarding job openings, interviews and/or offers will come from ********************** email domain Please review our GDPR Statement here.

Department Recruiting Done Employment Type Full Time Location Remote Workplace type Fully remote Compensation $80,000 - $100,000 / year Key Responsibilities Skills, Knowledge and Expertise Benefits About Escalon Recruiting Done

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

**Dealer Success Manager (DSM)** **As a Dealer Success Manager, you operate as a Strategic Consultant and Customer-Centric Partner to our auto dealers, anchoring your efforts firmly within the Capital One Sales Process. This role requires an extremely high-level partnership with your POD counterparts to collectively strategize and achieve superior success, providing the consultative expertise and training enablement that support the POD's core sales objectives.** **You are instrumental in expanding our footprint by contributing to and supporting the POD's efforts in gaining and retaining Navigator Platform subscribers. This support includes providing specialized expertise during initial pitches and compelling closing techniques, while the DSM takes ownership of the seamless setup, expert training, and strategic Return on Investment (ROI) conversations. You will educate and gain buy-in from key auto dealer stakeholders, ensuring they maximize the value of our technology and processes, which has a direct impact on the company's bottom line. You will play a key role in Capital One's technology and relationship evolution.** **We are seeking dedicated, disciplined, sales professionals who excel in a team environment, are experts in process improvement, and have strong interpersonal skills. This individual must be able to effectively communicate and influence partners across the company and across multiple levels of the organization. Strong analytical skills, attention to detail, and the ability to adapt to a dynamic agile environment are essential to succeeding in this role. Due to the training and product nature of this role, we are looking for a customer-centric individual who can excel at training/driving tool adoption, with the ability to deeply understand the product and troubleshoot a number of technical issues quickly.** **Key Responsibilities** **:** + **Strategic POD Partnership: Collaborate and partner with the Area Sales Manager (ASM), and POD team members (RMs, ARMs) to develop and execute cohesive market strategies and achieve unified sales goals.** + **Sales Enablement and Retention Cycle Ownership: Drive superior success by contributing to and supporting the POD's sales efforts for Navigator Platform, and owning the customer adoption and retention lifecycle, which includes:** + **Driving process improvements aligned with superior customer outcomes and the overarching Capital One Sales Process.** + **Providing subject matter expertise on processes and Navigator Platform when representing the Sales organization.** + **Product and Process troubleshooting, specifically relating to Navigator Platform.** + **Frequent, in-market visits to dealerships to foster relationships and execute the customer enablement cycle.** **Travel** **:** **This position will be traveling up to 50% within the metro area of Toledo, OH.** **Basic Qualifications** **:** + **High School diploma, GED or equivalent certification** + **At least 1 year of experience in Process Management** + **At least 1 year of experience in Relationship management** **Preferred Qualifications:** **Bachelors Degree** **2+ years of experience in Process Management** **2+ years of experience in Relationship management** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $109,900 - $125,400 for Dealer Success Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

**Dealer Success Manager (DSM)** **As a Dealer Success Manager, you operate as a Strategic Consultant and Customer-Centric Partner to our auto dealers, anchoring your efforts firmly within the Capital One Sales Process. This role requires an extremely high-level partnership with your POD counterparts to collectively strategize and achieve superior success, providing the consultative expertise and training enablement that support the POD's core sales objectives.** **You are instrumental in expanding our footprint by contributing to and supporting the POD's efforts in gaining and retaining Navigator Platform subscribers. This support includes providing specialized expertise during initial pitches and compelling closing techniques, while the DSM takes ownership of the seamless setup, expert training, and strategic Return on Investment (ROI) conversations. You will educate and gain buy-in from key auto dealer stakeholders, ensuring they maximize the value of our technology and processes, which has a direct impact on the company's bottom line. You will play a key role in Capital One's technology and relationship evolution.** **We are seeking dedicated, disciplined, sales professionals who excel in a team environment, are experts in process improvement, and have strong interpersonal skills. This individual must be able to effectively communicate and influence partners across the company and across multiple levels of the organization. Strong analytical skills, attention to detail, and the ability to adapt to a dynamic agile environment are essential to succeeding in this role. Due to the training and product nature of this role, we are looking for a customer-centric individual who can excel at training/driving tool adoption, with the ability to deeply understand the product and troubleshoot a number of technical issues quickly.** **Key Responsibilities** **:** + **Strategic POD Partnership: Collaborate and partner with the Area Sales Manager (ASM), and POD team members (RMs, ARMs) to develop and execute cohesive market strategies and achieve unified sales goals.** + **Sales Enablement and Retention Cycle Ownership: Drive superior success by contributing to and supporting the POD's sales efforts for Navigator Platform, and owning the customer adoption and retention lifecycle, which includes:** + **Driving process improvements aligned with superior customer outcomes and the overarching Capital One Sales Process.** + **Providing subject matter expertise on processes and Navigator Platform when representing the Sales organization.** + **Product and Process troubleshooting, specifically relating to Navigator Platform.** + **Frequent, in-market visits to dealerships to foster relationships and execute the customer enablement cycle.** **Travel** **:** **This position will be traveling up to 50% within the metro area of Cincinnati, OH.** **Basic Qualifications** **:** + **High School diploma, GED or equivalent certification** + **At least 1 year of experience in Process Management** + **At least 1 year of experience in Relationship management** **Preferred Qualifications:** **Bachelors Degree** **2+ years of experience in Process Management** **2+ years of experience in Relationship management** **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $109,900 - $125,400 for Dealer Success Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

External Description: The Client Account Services (CAS) team is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. The group has a high level of teamwork, sharing expertise and experience to provide exemplary service to our TRP clients. The team partners with multiple internal groups and external entities, as/if needed, to support client needs. Role Summary The CAS Manager is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. During the onboarding of a new client, the Manager is accountable for partnering with a Client Implementation Manager (CIM) during that process to learn and understand the client's servicing expectations. At the time onboarding is complete, the Service Manager takes over the relationship, owning the day-to-day servicing of the client, ensuring that all inquiries, requests, and service requirements are met/addressed. Service requests include, but are not limited to, leading Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings and participation of new counterparty agreements. Strong partnership is expected with the Distribution Relationship Managers, ensuring we are showing up as “One T. Rowe” to the client. Strong partnership to manage service requests is also needed with Investments, Legal, Investment and Trading Solutions, Investment Compliance, Global Investment Operations, Global Client Investment Reporting, and other groups throughout TRP. The Manager exercises proven judgment and discretion in analyzing, evaluating, and executing on servicing complex institutional clients with little direction. Responsibilities Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed. Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues. Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Preferred: Excellent knowledge of the asset management business and investment products Excellent client service skills Excellent time management skills Ability to manage multiple, competing projects, priorities, and sensitive issues Strong prioritization skills and decision-making skills Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication (verbal and written) and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). City: State: Community / Marketing Title: Manager, Client Account Services Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

External Description: A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts. This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function. Responsibilities Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols. Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues. Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience. Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting Experience and expertise in fixed income markets, securities, and derivatives instruments FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Client Account Services Sr. Manager - Insurance Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.