Relationship manager jobs in Agawam Town, MA - 332 jobs
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Senior Relationship Manager
Regional Sales Manager, Hospital Southwest
CSL Behring 4.6
Relationship manager job in Hartford, CT
Region: Southwest Region: Must reside in Southern California
The Regional Sales Manager is responsible for providing leadership to regional members within an assigned geography. This includes leading the sales efforts of the regional team; resulting in the achievement of sales revenue targets and expense objectives while adhering to CSL Behring Core Values. Development of sales representatives through effective coaching. Works closely with the Senior Director of Field Sales to establish strategic and tactical approaches to the region consistent with corporate plans. Actively participate as a member of the Regional Management team.
Main Responsibilities and Accountabilities:
Meet regional sales goals by maximizing sales and minimizing expenses. This involves continuously raising expectations of individual and team performance, motivating and support team efforts while adhering to CSL Behring Core Values.
Oversee the selling efforts in an assigned region by managing regional sales representatives. This
includes providing feedback, direction and development guidance to team to help others excel in current and future positions.
Field time expectation is 60% of time in the field, coaching representatives. Follow up field contact reports will be provided to representatives as a feedback mechanism.
Work closely with the marketing department to support implementation of marketing programs for sales products.
Allocate regional budgets to support the implementation of marketing programs.
Make effective day to day decisions required to manage the sales function, including deploying resources, allocating costs, directing sales activities, obtaining and analyzing information to identify key issues and commitment to action after weighing alternative solutions.
Help secure important customers through high-level customer contacts. Improve customer service and satisfaction through flexibility, innovation, and improvement techniques.
Coordinates regional activities with other Regional Sales Managers, Sr. Director(s) of Field Sales, Sales Training and Marketing, Medical Affairs and Customer Service.
Responsible to assure field utilization of CRM system to track and monitor sales activity and results and enhance the region's 360 view of the customer.
Analyze the marketplace, recommend actions to increase market share, and qualifies new business opportunities.
Consistently keep the organization's mission, vision, and values at the forefront of regional actions.
Encouraging and supporting tam efforts to meet challenging goals.
Qualifications:
Bachelor degree in a scientific or business field
6-8 years' pharmaceutical, biotech or healthcare industry experience with special focus on sales and/or marketing
3+ years experience in field sales
Knowledge of the pharmaceutical market and regulations
Demonstrated leadership/team management experience
Hospital sales experience preferred
Different qualifications or responsibilities may apply based on local legal and/or educational requirements. Refer to local job documentation where applicable.
The expected base salary range for this position at hiring is $155K - $189K Please note this salary range reflects the minimum and maximum base pay that CSL expects to pay for this position at the listed location as of the time of this posting. Individual base salary for a successful candidate is determined by qualifications, skill level, experience, competencies and other relevant factors. In addition to base salary, total compensation for this role will also include sales incentive compensation and may include equity.
Different qualifications or responsibilities may apply based on local legal and/or educational requirements. Refer to local job documentation where applicable.
Our Benefits
CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals.
Please take the time to review our benefits site to see what's available to you as a CSL employee.
About CSL Behring
CSL Behring is a global biotherapeutics leader driven by our promise to save lives. Focused on serving patients' needs by using the latest technologies, we discover, develop and deliver innovative therapies for people living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. We use three strategic scientific platforms of plasma fractionation, recombinant protein technology, and cell and gene therapy to support continued innovation and continually refine ways in which products can address unmet medical needs and help patients lead full lives.
CSL Behring operates one of the world's largest plasma collection networks, CSL Plasma. Our parent company, CSL, headquartered in Melbourne, Australia, employs 32,000 people, and delivers its lifesaving therapies to people in more than 100 countries.
We want CSL to reflect the world around us
At CSL, Inclusion and Belonging is at the core of our mission and who we are. It fuels our innovation day in and day out. By celebrating our differences and creating a culture of curiosity and empathy, we are able to better understand and connect with our patients and donors, foster strong relationships with our stakeholders, and sustain a diverse workforce that will move our company and industry into the future. Learn more Inclusion and Belonging | CSL.
Do work that matters at CSL Behring!
$155k-189k yearly Auto-Apply 1d ago
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Client Partner - Financial Services
Slalom 4.6
Relationship manager job in Hartford, CT
Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners.
What You'll Do
* Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area.
* Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts.
* Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services.
* Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc.
* Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables.
* Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests.
* Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations.
* People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing.
* Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration.
What You'll Bring
* 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries
* 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project
* Excellent team builder and player, with a learner philosophy
* Experience simultaneously managing multiple projects across multiple domains and/or clients
* Experience developing and marketing thought leadership assets in the Financial Services industry
* 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry
* Experienced in building relationships with CXOs and business decision-makers
* Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills
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 $208k to $248k. 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.
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.
$208k-248k yearly 21d ago
Doctor Relationship Manager
Mediclinic International
Relationship manager job in Worcester, MA
Mediclinic Worcester | Worcester | South Africa Number of positions: 1 Recruiter name: Liezel Alberts Reference number: 66086 Workplace Type: On-site Permanent Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile
MAIN PURPOSE OF JOB
To grow and develop Mediclinic business through the identification, building, and maintaining good relationships between the facility, doctors, specialists and other healthcare practitioners.
KEY RESPONSIBILITY AREAS
* Drive business growth and development through new product development and implementation
* Drive business growth and development through doctor recruitment and practice establishment
* Enhance the operational efficiency of pertinent medical relates businesses
* Drive referral management for the facility and related healthcare practitioners or professionals
* Manage healthcare practitioner engagement
* Market the facility and healthcare practitioners to the community
* Support and facilitate relevant Corporate Office projects and initiatives
* Manage & monitor doctor relations administration
* Control department budgets / finances
* Lead and manage the Doctor Relationship Officer (If applicable)
REQUIRED EDUCATION
ESSENTIAL EDUCATION: Relevant Tertiary qualification
DESIRED EDUCATION: Relevant Degree
REQUIRED EXPERIENCE
ESSENTIAL MINIMUM EXPERIENCE:
3-years' or more experience in service-oriented environment/operations; Healthcare Relationship Building; Business Retention
DESIRED EXPERIENCE:
5-years' or more experience within the healthcare sales industry/business development
REQUIRED JOB SKILLS AND KNOWLEDGE
* Understanding of Doctor Relationship Policies and Procedures
* Understanding of private healthcare industry
* Understand practice equipment needs of doctors
* Networking and practice establishment
* Research, trend analysis and statistics
* Marketing and public relations
* Competent in using Microsoft Office (Outlook, Word, Excel and PowerPoint)
* Understanding of stock management
* Understanding of budget compilation and financial management
All applicants will be considered, with the understanding that preference will be given in accordance with the Employment Equity Plan of Mediclinic Southern Africa, as well as internal applicants/employees that meet the minimum requirements.
Please note if you are an internal employee on a fixed term contract please apply using an external candidate profile and not your employee profile
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Job Type: Administration
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Job Segment: PR, Product Development, RelationshipManager, Medical Sales, Marketing Manager, Marketing, Customer Service, Research, Sales
$76k-114k yearly est. 29d ago
Client Partner, Real-World Evidence
Datavant
Relationship manager job in Hartford, CT
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Objective of the Role**
The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment.
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research.
**Responsibilities of the Role**
+ **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development.
+ **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions.
+ **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services.
+ **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development.
+ **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance).
+ **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem.
+ **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities.
+ **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support.
**Qualifications of the Role**
+ **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions.
+ **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization.
+ **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients.
+ **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders.
+ **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership.
+ **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth.
+ **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential.
+ **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment.
+ **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers.
\#LI-BC1
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$136,000-$170,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$136k-170k yearly 17d ago
Client Success Partner
Geezeo
Relationship manager job in Glastonbury, CT
Geezeo, is a fast-growing FinTech company that is a leader in digital financial management tools. We are looking to hire a Client Success Partner that will work to support our clients. You will be responsible for knowing client goals, how they can better utilize their Geezeo solutions, further build their relationship, and identify future technology plans. You will be responsible for their overall satisfaction, training, & making sure Geezeo constantly exceeds their expectations.
Job Description
This full-time position is available at our Glastonbury, CT office and will be reporting to the Director of Client Success. The Client Success Partner will ensure that clients effectively adopt and implement their Geezeo product solutions and overall satisfaction & development of their growing client base. This includes developing relationships with key client contacts, strengthening client product knowledge and use, and securing partnerships that are mutually beneficial to both Geezeo and our clients.
To apply, provide a resume and cover letter describing your passion, talent, work style, and why you want to join our team. Only applicants that include these criteria will be considered.
Job Responsibilities
Own everything involved in making clients successful, identify opportunities to increase relationshipManage client expectations & overall satisfaction (leading to successful renewals)
Meet and/or exceed quarterly sales goals (including increased monthly revenue with renewals, conversions, and professional services)
Monitor and facilitate client adoption of our solution features and functionality while providing Geezeo with an understanding of clients' overall business needs, priorities as they relate to our products and services
Act as a liaison between product management and clients with a focus on communicating the Geezeo roadmap and how the roadmap will influence client activities
Excellent written and oral communication skills (email, phone and in-person): Communicate product enhancements, news & events, tracking & following up on technical support/issues
Ability to deeply understand how our clients successfully utilize our solution, oversee client training
Ability to learn complicated processes quickly
Exceptional organizational skills
Ensure all account data is accurate & complete
Manage feedback, advocate for clients
Monitor the performance and health of client activity/usage & optimize them to ensure continuous improvement
Provide weekly client updates & monthly Client Success report
Travel is required for client meetings, conferences, and other sponsored events
$99k-160k yearly est. 60d+ ago
Commercial Lines Senior Client Manager
World Insurance Associates 4.0
Relationship manager job in Worcester, MA
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Primary Responsibilities
Primary Activities (at least 60% of time)
Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
Determines Markets within Core Carrier Strategy
Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
Creates complete carrier submission and submits
Obtains signed binding and notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Other Responsibilities, as applicable
Set up and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.
Position Specific Skills/Qualifications
Work Experience
3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
Able to understand new technology platforms quickly.
Proficient in agency management systems (EPIC) and carrier sites.
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
Able to solve difficult problems that are not routine, but not overly complex.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
#LI-HZ1
$93k-134k yearly est. Auto-Apply 2d ago
Salesforce (Functional or Technical Sales / Client Engagement)
Sonsoft 3.7
Relationship manager job in Berlin, CT
Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services.
Job Description
At least 5 years of experience in technology consulting, enterprise or solutions architecture and architectural frameworks.
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience
At least 3 years of experience in Salesforce development and implementations Skills with good command on Apex, Visual force, controllers, triggers, batch processes, APIs and web services.
At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations
Thorough understanding on the Life Cycle of Development including Salesforce Deployment/Packaging effectively using Metadata API, ChangeSet and Ant.
Best Practices understanding on Coding Standards, Deployment, Apex, VF, Salesforce Integration, Security implementations
Experience on Force.com Integration Technologies (WebServices, 3rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems
Complete understanding of governor limits
Implement SOAP ./ REST based web services
Develop Web Services classes on Force.com platform and WSDL Generation
Writing Apex Classes, Visual Force Pages, Apex Triggers, Controllers, JQueries to implement complex business requirements
Fluent with SOSL and SOQL , Workflows
Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool kit
Migration of all the Customizations including Custom Configurations, packages, and other objects from Sandbox to Production environment
Customizations of Reports, Dashboards, Workflows, Approval Processes
Certified Salesforce Advanced Administrator.
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder.
Experience with custom reporting, modifying pages, views and dashboards
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration
Ability to work independently and as part of a team
Ability to be flexible with change
Good written and verbal communication skills a must
Ability to work closely within a team environment
Platform Dev1/2 or DEV 501 Certification
SOAP implementation of the APIs both Enterprise and Partner WSDL
Single Sign On
Java experience is a big plus
< OR >
FUNCTIONAL:
At least 5 years' experience in in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment
Experience and desire to work in a Global delivery environment
Well versed with Configuration and customizations of objects
Understanding of market and technology trends.
Analytical skills
Experience and desire to work in a management consulting environment that requires regular travel
Experience in at least one of the following:-
Certified Salesforce Advanced Administrator (Highly Desired)
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder.
Experience with custom reporting, modifying pages, views and dashboards
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration
Ability to work independently and as part of a team
Ability to work closely within a team environment
Platform Dev1/2 or DEV 501 Certification (Highly Desired):-
SOAP implementation of the APIs both Enterprise and Partner WSDL
Single Sign On
Java experience is a big plus
At least 2 years' experience in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment
Experience and desire to work in a Global delivery environment
Well versed with Configuration and customizations of objects
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 11 years of experience in Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
Note:-
This is a Full-Time & Permanent job opportunity for you.
Only US Citizen, Green Card Holder, GC-EAD, H4-EAD & L2-EAD can apply.
No OPT-EAD, H1B & TN candidates please.
Please mention your Visa Status in your email or resume.
** All your information will be kept confidential according to EEO guidelines.
$107k-151k yearly est. 60d+ ago
Relationship Manager Senior CB
City National Bank 4.9
Relationship manager job in Hartford, CT
WHAT IS THE OPPORTUNITY? Develops and managesrelationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and RelationshipManagers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$122.5k-208.7k yearly 60d+ ago
Client Manager - US Large Market
American Express 4.8
Relationship manager job in Hartford, CT
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio.
Job Responsibilities:
+ Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition.
+ Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Maintaining detailed understanding of the customers' business, their organizational goals and objectives.
+ Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities.
+ Interface with various divisions of American Express to develop and implement customized and strategic account plans.
+ Achieve portfolio growth and retention targets.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth.
+ Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
Qualifications:
+ Seeking a minimum of 5 years prior strategic relationshipmanagement and/or sales experience. Ideal skill set includes the following:
+ Must possess a sense of urgency to drive results.
+ Experience with managing complex and challenging clients.
+ Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio.
+ Demonstrate a deep resilience to drive results and win.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25023616
$89.3k-150.3k yearly 3d ago
Client Success Manager
New Perspective 3.5
Relationship manager job in Worcester, MA
Are you passionate about helping B2B companies thrive through innovative marketing strategies? At New Perspective, we're on a mission to deliver strategic, data-driven solutions that help our clients grow and succeed. We're looking for a highly motivated Client Success Manager to join our dynamic, collaborative team. If you love building relationships, driving measurable results, and working in a fast-paced environment, this could be the perfect opportunity for you.
Summary:
Reporting to the Director of Client Success, Client Success Manager will provide a leading role for most aspects of strategic planning. CSMs will serve as the primary point of contact for all client communication, ensuring that clients are kept up to date on projects and campaign activity and have perceptions of project/campaign progress properly managed. Client Success Managers (CSM) will provide a lead role for client project coordination including internal and external resources, reporting on progress, and achieving client goals. CSMs lead relationships and achievements with important clients.
Your responsibilities include:
Strategic Planning and Execution:
Develop and manage marketing strategies across multiple channels, including SEO, paid search, email, and content marketing.
Plan and execute marketing campaigns, aligning deliverables with client goals over 6-12 month periods.
Analyze performance data, draw actionable insights, and present them in client-friendly reports.
Client RelationshipManagement:
Build trust and act as the voice of the customer, advocating for client needs while maintaining strong internal alignment.
Lead onboarding processes for new clients, ensuring a smooth and productive start to the partnership.
Guide strategic conversations with stakeholders at the director level and above.
Collaboration and Problem-Solving:
Work closely with internal teams to coordinate project timelines, manage priorities, and ensure successful delivery.
Solve client challenges by aligning strategies with their goals and addressing opportunities for growth.
Identify and pursue upsell or cross-sell opportunities to help clients achieve their broader business objectives.
What You Bring
To excel in this role, you'll need:
Experience:
4+ years in a client-facing role, ideally in a marketing agency or a similar environment.
Hands-on expertise with HubSpot (Marketing Hub required; Sales Hub a plus) and tools like Google Analytics.
Broad knowledge of digital marketing, including SEO, PPC, content, and email marketing.
Skills:
Ability to analyze and interpret performance data, delivering actionable insights to clients.
Exceptional organizational skills with a talent for managing deadlines and priorities.
Confidence in leading strategic conversations and conducting workshops with clients.
Adaptability in dynamic environments and a proactive approach to problem-solving.
Alignment with Our Values:
You're collaborative, innovative, and driven to deliver outstanding results.
You embody New Perspective's core values of integrity, client-focus, and continuous improvement.
What You'll Love About Working Here
Impactful Work: Drive measurable results and help clients achieve their goals.
Collaborative Team: Partner with supportive, experienced colleagues who value your input and expertise.
Professional Growth: Access opportunities for skill development and career advancement.
Building and giving presentations
Building strategic digital marketing game plans for clients
Listening and translating client feedback into actionable next steps
Working alongside subject matter experts to deliver work that you're proud of
Benefits & Perks
Competitive salary: $70K-$80K base with performance-based commissions and bonuses.
Comprehensive benefits:
Medical, dental, and vision insurance.
401(k) with a company match.
Generous PTO policy with growth to unlimited PTO.
Additional perks:
Flexible, remote-friendly work environment.
Gym reimbursement and wellness programs.
Geography
This position is remote. Candidates must live in the Eastern or Central USA time zones.
New Perspective is headquartered in Worcester, MA
$70k-80k yearly 60d+ ago
Business Relationship Manager I- Officer
JPMC
Relationship manager job in Springfield, MA
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$87k-128k yearly est. Auto-Apply 60d+ ago
Cost Account Manager
General Dynamics Mission Systems 4.9
Relationship manager job in Pittsfield, MA
Basic Qualifications
Requires a Bachelor's or Technology degree in Engineering or a related specialized area/field, or equivalent (4 years job-related experience). Requires an additional 2+ years of job-related experience, or a Master's degree.
CLEARANCE REQUIREMENTS
Department of Defense Secret security clearance is preferred at time of hire. Applicants selected will be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. Due to the nature of work performed within our facilities, U.S. citizenship is required.
Responsibilities for this Position
At General Dynamics Mission Systems, we create the technologies, products and services that help our nation's heroes keep our nation safe. The work we do is so advanced, we are continuously moving the boundaries of what's possible. Here you'll work with the best and your talent will be front and center on projects that impact the world. Are you up to the challenge?
We apply advanced technologies such as Artificial Intelligence, Blockchain, AR/VR, Cloud Native and Quantum Physics to solve our customers' missions in cyber, RF, undersea, interstellar and everything in between.
Showing initiative and exercising judgement, you'll design, develop, analyze, troubleshoot and provide technical skills during research and/or product development, analyze effects of projects upon various areas such as Engineering, Facilities, and the labor pool to determine the most practical and cost-efficient methods to obtain the required resources and design systems, software and equipment layout. Participating on the engineering work team, you'll develop, implement, install, test, modify and/or operate complex equipment and systems as well as support other team members concerning experiment design, materials, equipment setup/maintenance and related issues.
What you'll experience:
Technologies that aren't just top-notch, they're often top-secret
A team of bold thinkers committed to exploring what's next
Opportunities to gain new knowledge - as it's discovered
What you bring to the table:
A Bachelor's of Science or Technology degree, a related specialized area or field (or equivalent experience) plus a minimum of 2 years of relevant experience; or Master's degree
Demonstrate narrowly focused in-depth technical level of practical operational process knowledge in a specific engineering area
Demonstrate technical competence in the setup, monitoring and documentation of experiments and/or lab equipment
What sets you apart:
Creative thinking with the ability to multi-task
Commitment to ongoing professional development
Team player who thrives in collaborative environments and revels in team success
Duties and Tasks:
Serve as the Control Account Manager (CAM) for assigned projects, overseeing the financial performance and ensuring alignment with project goals
Develop and manage control account plans, including budgets, schedules, and resource allocation
Conduct detailed financial analysis and modeling to support project decision-making
Prepare and maintain monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with company standards
Monitor project financial performance, identifying variances, and implementing corrective actions to stay within budget and schedule constraints
Collaborate with project managers, engineering teams, and other stakeholders to ensure financial alignment and support project execution
Assist in the preparation of financial presentations for senior management and stakeholders
Ensure compliance with company financial policies, procedures, and government contracting regulations
Knowledge, Skills, and Abilities:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field
Minimum of 3 years of experience in financial analysis, project management, or related roles
Proficiency in financial modeling, data analysis tools, and project management software
Strong analytical and problem-solving skills
Excellent communication and presentation abilities
Experience with Earned Value Management (EVM) principles and practices
Knowledge of financial software and ERP systems is a plus
Ability to work independently and collaboratively within a team environment
#LI-Hybrid
Salary Note This estimate represents the typical salary range for this position based on experience and other factors (geographic location, etc.). Actual pay may vary. This job posting will remain open until the position is filled. Combined Salary Range USD $86,091.00 - USD $93,154.00 /Yr. Company Overview
General Dynamics Mission Systems (GDMS) engineers a diverse portfolio of high technology solutions, products and services that enable customers to successfully execute missions across all domains of operation. With a global team of 12,000+ top professionals, we partner with the best in industry to expand the bounds of innovation in the defense and scientific arenas. Given the nature of our work and who we are, we value trust, honesty, alignment and transparency. We offer highly competitive benefits and pride ourselves in being a great place to work with a shared sense of purpose. You will also enjoy a flexible work environment where contributions are recognized and rewarded. If who we are and what we do resonates with you, we invite you to join our high-performance team!
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$86.1k-93.2k yearly Auto-Apply 53d ago
Senior Premier Banker-Cheshire North, Connecticut
Wells Fargo 4.6
Relationship manager job in Cheshire, CT
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com (********************************************* . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
+ Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
+ Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
+ Escalate banking related issues or business risks that require an in-depth evaluation
+ Advise customers on various aspects of recommended and available financial options and services
+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
+ Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
+ Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
+ Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
+ Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
+ Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
+ Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 3+ years of experience building and maintaining effective relationships with customers and partners
+ 3+ years of experience recommending products and services
**Desired Qualifications:**
+ Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
+ Experience recommending financial services products and services
+ Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
+ State Insurance license(s)
+ 3+ years of experience in a licensed financial services position
+ Customer service focus with experience handling complex transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Excellent verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ Ability to educate and connect customers to technology and share the value of self-service digital banking options
+ Experience using strong business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to interact with integrity and professionalism with customers and employees
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer-coaching others
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
Posting Location:
+ 311 Highland Ave Cheshire, Connecticut 06410
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$34.00 - $60.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
20 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-511596
$75k-135k yearly est. 19d ago
CRA Mortgage Originator- Business Development Officer
Manufacturers and Traders Trust
Relationship manager job in East Hartford, CT
Originate mortgage applications within low-to-moderate income neighborhoods and to low-to-moderate income borrowers. Participate in Community Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal registration under the SAFE Act.
Primary Responsibilities:
Works independently to cultivate new mortgage business.
Markets, services and promotes the bank's mortgage products.
May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone.
Follows-up on potential customers via travel or telephone.
Market bank wide proprietary CRA products, e.g., Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, housing agencies, etc.
Market agency related products (FHA, VA, etc.) to low-to-moderate income borrowers and in low-to-moderate income neighborhoods.Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
Independently assesses applicant's credit worthiness.
Has authority to issue pre-qualification statement of borrowers' eligibility.
Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs.
Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.Negotiates terms and conditions of loans with mortgagors.
Has authority to bind the bank in connection therewith.Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements.
Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance.
Interact with various housing agencies and governmental entities focused on CRA initiatives.
Stay informed of industry regulations and governmental requirements as they relate to CRA housing needs.Meet with potential customers to ascertain financial needs as they may relate to CRA guidelines, first time homebuyer guidelines and mortgage opportunities that lie therein.
Represents the bank in the community and related functions to identify, develop and promote additional business.
May present seminars to general public and real estate agents to promote additional business and community outreach.
Scope of Responsibilities:
Facilitates the bank's need to meet its CRA responsibilities with the federal regulators and the citizens of the community bank regions. Relationships will forge with local housing agencies and groups which specialize in CRA outreach programs.
The incumbent is required to travel extensively with limited supervision.
The position requires extensive external contacts (potential and existing customers, Realtors, etc.) primarily on sales calls outside the office, as well as internal contacts (other Bank personnel).
Will interact with individuals and teams internally and within the assigned community, developing new relationships and maintaining existing relationships.
Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act.
Supervisory/ Managerial Responsibilities:
None.
Education and Experience Required:
Associates degree and 2 years sales experience,
OR in lieu of a degree,
A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience.
#LI-111
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.60 - $47.66 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationEast Hartford, Connecticut, United States of America
$28.6-47.7 hourly Auto-Apply 60d+ ago
Senior Premier Banker-Cheshire North, Connecticut
W.F. Young 3.5
Relationship manager job in Cheshire, CT
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.
In this role you will:
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Desired Qualifications:
Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others
Job Expectations:
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
State Insurance license(s) are required for this role and must be completed within a specified period
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location:
311 Highland Ave Cheshire, Connecticut 06410
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$34.00 - $60.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
20 Jan 2026
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$48k-73k yearly est. Auto-Apply 21d ago
Account Manager
Ten 4.1
Relationship manager job in Springfield, MA
TEN (Transportation Equipment Network) is proud to be the North American leader in transportation equipment and solutions. We're full service and fully loaded with an industry-leading diverse fleet of over 80,000 trailers and a support network of 240 service bays, 118 mobile service trucks, and 430+ skilled mechanics. Equipped with decades of knowledge and experience, incredible customer track records, and a sharp perspective on the future of the industry, TEN offers full-service trailer solutions that keep businesses moving forward.
Across North America, our growing team of over 1,000 dedicated professionals are creating exceptional experiences at every step. As a part of our comprehensive offerings, we provide trailer leasing, rental options, sales, and storage solutions. Our proficient technicians, equipped with extensive expertise, perform top-tier service, maintenance, and repairs in our state-of-the-art facilities. Additionally, we also offer 24/7 roadside assistance, guaranteeing prompt support whenever it's required.
We believe in rewarding our employees for their exceptional skills and dedication. That's why we offer our employees a range of attractive benefits that set us apart from the rest:
Comprehensive Health, Dental, Vision, and numerous additional insurance programs available
401(k) plan with company match
Profit-sharing opportunities
Paid time off (PTO) and paid holidays
Wellness incentives to support a healthy lifestyle
Employee recognition and awards programs
The Account Manager is the primary point of contact for our clients, ensuring that their needs are met and their expectations exceeded. This role manages a portfolio of accounts, coordinates with internal teams, and works to build strong, lasting relationships. The role will involve project management, strategy development, and effective communication to ensure client satisfaction and retention.
As an Account Manager, you will:
Serve as the main point of contact for assigned clients, building strong relationships and understanding their business needs.
Manage client accounts and ensure all deliverables are met in a timely and professional manner.
Collaborate with cross-functional teams (sales, marketing, product, etc.) to develop and execute strategies that align with client goals.
Track and report on account performance, providing insights and recommendations for improvement.
Monitor industry trends and competitors to ensure clients remain competitive in their markets.
Address client concerns and resolve any issues in a prompt and efficient manner.
Conduct regular meetings with clients to review account status, discuss opportunities, and ensure satisfaction.
Identify opportunities for upselling and cross-selling additional products or services to existing clients.
To be successful you will need to have the following experience, skills and abilities:
BA/BS or Associate degree in Business, Marketing, Communications or a related field.
Previous experience as an account manager, or in a similar role.
Experience in the transportation or equipment leasing industry is considered a strong asset.
Effective verbal and written communication skills including virtual meeting skills.
Strong organizational and computer skills - with a working knowledge of Microsoft Office applications.
This position requires extensive travel up to 60-75% of the time.
Please note all prospective employees must pass a pre-employment background check, drug screen, have a valid driver's license, and meet our insurability standards.
All applications will be reviewed carefully by our team. Please note that only candidates selected for an interview will be contacted.
TEN (Transportation Equipment Network) is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
$62k-97k yearly est. Auto-Apply 38d ago
Multi-Specialty Account Manager - Waterbury, CT
Lundbeck 4.9
Relationship manager job in Waterbury, CT
**Territory: Waterbury, CT - Multi-Specialty** Target city for territory is Waterbury - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: West to the NY border, including Danbury, New Milford, Ridgefield. Middletown, Portland, Seymour, Terryville, Bristol, Roxbury, Kent, Washington.
**SUMMARY:**
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
**ESSENTIAL FUNCTIONS:**
**Business Planning & Account Leadership** - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
**Selling** - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
**Customer Development** - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating "total office" account management where applicable.
**Local Market & Therapeutic Area Expertise** - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
**Reimbursement** - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
**Pharmaceutical Environment/Compliance** - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
**REQUIRED EDUCATION, EXPERIENCE and SKILLS:**
+ Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
+ 2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
+ Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
+ Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
+ Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
+ Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
+ Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
+ Must live within 40 miles of territory boundaries
+ Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
+ Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
+ Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
**PREFERRED EDUCATION, EXPERIENCE AND SKILLS:**
+ Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
+ Prior experience promoting and detailing products specific to CNS/neuroscience
+ Previous experience working with alliance partners (i.e., co-promotions)
**TRAVEL:**
+ Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on ourcareer site (***************************************************************************************************************** . Applications accepted on an ongoing basis.
**Why Lundbeck**
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on theU.S. career site (***************************************************************************************************************** .
_Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit theU.S. career site (*********************************************************************** ._
_Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates inE-Verify (****************************************************************************************************************************** ._
**About Lundbeck**
At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us.
Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology.
The brain health challenge is real. Our commitment is real. Our impact is real.
**About Lundbeck**
At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us.
Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology.
The brain health challenge is real. Our commitment is real. Our impact is real.
$108k-125k yearly 60d+ ago
Account Manager
Heritage Environmental Services, LLC 4.4
Relationship manager job in Hartford, CT
Exciting Opportunity to Join Our Legacy of Environmental Leadership! About Us: At Arcwood Environmental, we are more than just a company; we are pioneers in industrial waste management, committed to creating a cleaner, safer world. Since our inception during the environmental movement of the 1970s, we've been at the forefront of solving complex environmental challenges. Headquartered in Indianapolis, Indiana with a dedicated team of 2,000+ employees spread across the United States, we provide innovative and compliant solutions to thousands of clients in diverse industries.
Why Arcwood?
* Impactful Work: Be part of a team that makes a real difference. Our comprehensive services range from hazardous waste management and emergency response to onsite support and technical solutions, allow us to solve our customers' waste challenges. We are part of the solution. We don't generate any waste ourselves.
* Growth Opportunities: At Arcwood, your contribution is valued beyond your job title. We believe in the power of continuous learning and growth, encouraging every employee to expand their skills and take on new challenges.
* Safety First: Your health and safety are our top priorities. We foster a culture where every employee is empowered to act safely and ensure the well-being of their colleagues. Our mantra is Safe and Compliant, Always.
* Collaborative Environment: Together we can achieve much more. Join a supportive and dynamic team where your ideas and efforts are recognized and rewarded.
Our Commitment: We are dedicated to fostering an inclusive and innovative workplace where every employee can thrive. As part of our team, you will have the freedom to contribute your expertise wherever needed, ensuring the success of our mission to protect the environment.
Our Vision: Our vision is to be the most trusted partner in the environmental services industry. We put our customers first and deliver agile, sustainable, and innovative solutions. We commit to nurturing top talent and creating lasting value for our customers, shareholders, communities, and the planet.
Our Ownership: Arcwood Environmental is backed by the EQT Infrastructure VI fund, enhancing our capabilities, and expanding our reach. EQT is a dynamic global investment powerhouse managing EUR 232 billion in assets (EUR 128 billion fee-generating). With a focus on Private Capital and Real Assets, EQT owns and supports leading companies across Europe, Asia-Pacific, and the Americas, fostering sustainable growth, operational excellence, and market leadership. This exciting ownership positions us for continued impacts and growth in the future.
Account Manager
As an Account Manager you will be responsible for outside sales, new business development, and account management with assigned accounts / customers to support all business services for the organization in achieving its revenue and profitability goals. This role manages quality and consistency of product and service delivery, with travel up to 80% of the time.
Essential Functions & Requirements:
* Prioritizes health and safety by adhering to policies, processes, and maintaining safe practices at all times
* Increases sales revenue and profit dollars by identifying potential new accounts and soliciting orders through personal sales calls to explain services and assess potential customer needs
* Fosters sales relationships with target accounts
* Increases sales revenue and profit dollars of existing accounts through regular contact with customers and continued communication regarding additional available services
* Prepares, submits, and interprets periodic reports on activities, sales volume, and expenses
* Attends and participates in sales meetings and training programs; represents company at trade shows, conventions, Chambers of Commerce, and professional associations
* Stays abreast of major environmental regulatory changes and industry trends, as well as competitive conditions
* Effectively adapts to CORE business and customer categorization
* Manages Days Sales Outstanding (DSO) to
* Coordinates with customers to profile, identify service timeframes, and ensure quality and customer satisfaction with the current offering(s); works to resolve any customer concerns
* Negotiates pricing and contract requirements as needed
* Completes annual sales revenue budget and identifies key customer initiatives
* Manages and controls sales expenses and ensures the timely submission of business expenses
* Maintains a comprehensive understanding of the company's service offerings for business lines offered to customers
* Maintains the ability to travel up to 80%, with some overnight stays required
* Takes on additional duties as assigned to support the team and organization
Education:
* Bachelor's degree (required), with a focus in sales, business, marketing or science (preferred)
Experience:
* 3+ years of proven industry related sales experience (required) -OR-
* In lieu of degree, 7+ years of proven industry related sales experience (required)
Competencies:
* Quality communication skills for interacting with both internal and external customers
* Proven sales competencies, with the ability to develop a working understanding of all Company services
* Regular and predictable attendance to perform the functions and requirements of this role
Benefits, Compensation, & Workforce Diversity:
Arcwood offers competitive pay and bonus incentives. Benefits include choice of medical, dental, and vision plans, flexible spending or health savings accounts, employee and dependent life insurance, short and long-term disability, 401(k) savings plan with 7% company match, and tuition reimbursement.
Equal Opportunity Employer - Veterans & Disabilities
A post-offer drug screen and background check will be required.
$62k-96k yearly est. 3d ago
Account Manager - State Farm Agent Team Member
Coe Bancroft-State Farm Agent
Relationship manager job in Glastonbury, CT
Job DescriptionBenefits:
Hiring bonus up to $2000
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Company parties
Signing bonus
Are you ready to join a dynamic fun team that's been making waves in insurance for 25 years? Look no further! Our agency is expanding, and we're seeking passionate individuals to join us on our journey. With an office in Glastonbury, Connecticut we offer flexible scheduling, a supportive work environment, and plenty of fun along the way. As part of our team of nine seasoned professionals, you'll have the chance to engage with clients all over the state, helping them with their insurance needs. Plus, enjoy quarterly outings and become part of a community that values growth and collaboration.
Ready to make your mark? Apply now and discover why we're a top choice for job seekers like you.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
How to Apply:
Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance, we want to hear from you!
*******************
Coe Bancroft - State Farm Agent is an equal opportunity employer and encourages applications from individuals of all backgrounds.
$57k-95k yearly est. 29d ago
Account Manager
Ralliant
Relationship manager job in Hartford, CT
Remote **Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members!
An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** .
Responsibilities:
+ Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals.
+ Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity.
+ Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions.
+ Proven ability to manage a geographic territory with both direct involvement and channel partners.
+ Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges.
+ Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory.
+ Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support
+ Use Dynamics CRM for opportunities, leads, and funnel management.
Qualifications:
+ 5+ years of proven experience in sales and account management.
+ Bachelor's degree in engineering or electrical engineering preferred.
+ Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers.
+ Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win.
+ Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process.
+ Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities.
+ Experience in working with diverse channel partners within territory/geography.
+ Shown success in prospecting for and winning new customer/business.
+ Highly motivated self-starter.
+ Strong communication and presentation skills.
+ Ability to travel up to 50% of the year.
\#LI-TD1
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Bonus or Equity**
This position is also eligible for bonus as part of the total compensation package.
**Pay Range**
The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500
How much does a relationship manager earn in Agawam Town, MA?
The average relationship manager in Agawam Town, MA earns between $64,000 and $136,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Agawam Town, MA