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Relationship manager jobs in Albany, NY - 284 jobs

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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Bennington, VT

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $47k-54k yearly est. 2d ago
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  • Client Manager - US Large Market

    American Express 4.8company rating

    Relationship manager job in Albany, NY

    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 relationship management 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. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **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:** 25023645
    $89.3k-150.3k yearly 5d ago
  • Manager, Client Development & Engagement - Mergers & Acquisitions

    Simpson Thacher & Bartlett LLP 4.9company rating

    Relationship manager job in Day, NY

    The Manager, Client Development & Engagement - Mergers & Acquisitions (M&A) is responsible for working with the Chief Client Officer and the Client Development & Engagement, Associate Director - M&A to support strategic plans and objectives for the M&A practice group, client/industry groups, and Partners. This role manages relationships and serves as a resource assisting with related communications, administration, research and reporting, marketing communications, coordination of projects, and leads implementation efforts of strategic plans to ensure successful growth and consistency regarding the Firm's key business initiatives. Responsibilities: Collaborate with the Client Development & Engagement team and Partners in implementing business development strategies and action plans for the M&A practice and select industry groups Support Partners and other firm administrative departments with presentation development, pitches and responses to RFPs for new business, and internal presentations and varied practice management duties Collaborate with Senior Client Development & Engagement team members and the Communications team to support profile raising initiatives and other PR/communications-related initiatives, including key corporate events such as speaking engagements, business association networking, writing opportunities and media events Liaise with Client Development & Engagement team members and Partners to develop and maintain up-to-date practice descriptions, capability statements, engagement lists and other business development materials Assist with and oversee competitive intelligence, industry and market trends and research, as well as analysis of clients and potential clients Prepare and oversee management of directory submissions and survey responses for various legal and business directories and publications Manage and oversee client events, independently or collaboratively, including program development, participant coordination and logistics Work with Client Development & Engagement team members to accurately maintain the Firm's engagement database and deals and case experience across all channels, as well as other operations and systems Direct management of junior team members; participate in onboarding and training of junior team members; project manage and review various workstreams; mentor and help to set goals and professional milestones Perform and manage projects, other duties and initiatives as assigned, including dedicated support for the Firm's client teams initiative and other priority client initiatives Education: Required Bachelor's degree Preferred Major in Marketing, English, Communications, Advertising or related field J.D. Skills and Experience: Required Minimum 5 years of relevant experience managing teams and complex projects Experience cultivating and managing client relationships Creative and innovative thinker, generating ideas that create value and improve processes Proficient in MS Office Suite and web-based research Ability to interact well and build professional relationships while maintaining a high level of customer service, diplomacy and discretion Exceptional written and verbal communication skills Excellent research and analytical abilities Ability to assess needs, assign priorities, develop strategies and make recommendations when presented with ambiguous or incomplete information Strong problem solving and analytical skills to make sound decisions, escalating as appropriate Demonstrated proficiency in project management and organizational skills Ability to collaborate across teams and effectively share knowledge and resources with appropriate parties, both internally and externally Ability to anticipate business challenges of Partners and Senior team members and proactively address needs with self-assuredness and business acumen Must be flexible and willing to work additional hours as needed Preferred 3 years as a practicing lawyer in a M&A related role is highly desirable Prior experience in marketing and business development field at a law firm Familiarity with experience management databases such as Content Pilot or Foundation Experience with website maintenance and or Client Relationship Management (CRM) system experience Salary Information NY Only: The estimated base salary range for this position is $180,000 to $220,000 at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Simpson Thacher will not sponsor applicants for work visas for this position. Simpson Thacher will not sponsor applicants for work visas for this position. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at ******************************************** Simpson Thacher & Bartlett is committed to a collegial work environment in which all individuals are treated with respect and dignity. The Firm prohibits discrimination or harassment based upon race, color, religion, gender, gender identity or expression, age, national origin, citizenship status, disability, marital or partnership status, sexual orientation, veteran's status or any other legally protected status. This Policy pertains to every aspect of an individual's relationship with the Firm, including but not limited to recruitment, hiring, compensation, benefits, training and development, promotion, transfer, discipline, termination, and all other privileges, terms and conditions of employment. #LI-Hybrid
    $180k-220k yearly Auto-Apply 18d ago
  • Lead Client Partner, Financial Services

    Pinterest 4.6company rating

    Relationship manager job in Day, NY

    Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible. Role Summary As a Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier advertisers through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, dynamic environment. What you'll do: Strategic Vision and Partnership Building Develop and execute full-funnel sales strategies that encompass awareness, consideration, conversion, and retention for top-tier clients, driving measurable business results. Cultivate and maintain strong relationships across client and agency stakeholders, including C-suite, Investment, Strategy, and Activation teams, organizing key educational summits, strategy sessions, and QBRs. Build and execute a strategic business plan to drive revenue growth on Pinterest. Get buy-in from key stakeholders (internally and externally) to your strategic approach and drive accountability through influence. Drive y/y growth and spearhead annual deal conversations. Demonstrate executive presence, leadership and influence with clients by understanding the ins and outs of their business that includes but is not limited to macro trends (headwinds, tailwinds), business goals & media KPIs, opportunities, etc to think critically, the status quo and not take client directives at face value. Product Expertise and Market Influence Serve as a product expert, delivering guidance on digital ecosystem and Pinterest's ad offerings, focusing on both upper and lower funnel formats, and staying at the forefront of industry trends to address partner needs. Develop tailored media strategies leveraging industry insights to achieve business goals, driving adoption and scaling Pinterest's performance media solutions (search, catalog, feed-based ads). Internal and External Collaboration Spearhead negotiations and develop joint business plans to foster an understanding of partner goals, maximizing impact while mobilizing cross-functional teams to address complex challenges. Drive business growth by analyzing partner goals, delivering data-driven insights, and crafting compelling narratives to guide successful media strategies. Champion Pinterest's Value Champion Pinterest's value proposition by showcasing impactful ad metrics and positioning Pinterest as a key player in advertisers' media mix. Proactively identify and communicate opportunities for incremental growth, working closely with clients to expand partnerships. What we are looking for: Ad Tech and Digital Advertising Expertise: Deep understanding of full funnel advertising solutions that includes media and measurement solutions for brand, consideration and conversion. Nice to have specialized knowledge/expertise in search, display and/or social. Strong Consultative and Negotiation Skills: Proven track record of developing long-term partnerships and effectively negotiating annual partnership agreements, ensuring mutual satisfaction and driving high-value client engagements. Analytical and Problem-Solving Skills: Ability to think critically and analytically by leveraging insights, macro trends and micro performance trends to translate learnings into actionable insights to propel revenue growth. Goal and Result-Oriented Approach: Demonstrated ability to consistently achieve revenue goals while balancing both short and long-term growth objectives to foster continued partnership development. This includes a strategic, results-oriented approach to client and media management, ensuring sustainable success and mutually beneficial outcomes. Excellent Communication and Collaboration Skills: Able to thrive in fast-paced environments, maintaining high standards of operational excellence, strategic thinking, and fostering a collaborative team atmosphere. Bachelor's degree in a relevant field such as digital media or SAAS sales, or equivalent experience. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 1 -2 times per week and therefore needs to be in a commutable distance from our New York or Chicago offices. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. #LI-HYBRID #LI-VP1 At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only$101,565-$209,106 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
    $101.6k-209.1k yearly Auto-Apply 2d ago
  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in Albany, NY

    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 29d ago
  • Commercial Lines Senior Client Manager

    World Insurance Associates 4.0company rating

    Relationship manager job in New Scotland, NY

    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
    $96k-137k yearly est. Auto-Apply 14d ago
  • Commercial Relationship Manager II- Glens Falls/Saratoga Springs

    Arrow Bank Na

    Relationship manager job in Glens Falls, NY

    Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join Corporate Banking team as: Commercial Relationship Manager This opportunity may be perfect for you if you have experience in: > Commercial Credit and Banking Products > Communication Skills > Credit Underwriting, Portfolio Management, or Business Banking Relationship Manager About the Position: Responsible for managing commercial borrower/depositor relationships including new loan requests, cash management/deposit services development of new business, and management/oversight of assigned commercial loan portfolio. Adheres to Loan Policy and work to achieve assigned goals and objectives to support Company strategic plan. This position can sit at our Glens Falls, NY or Saratoga Springs, NY location. Essential Job Functions: > Identify prospective customers and implement plan for gaining business through researched business development calls, networking, and response to referrals. Continuously develop growing network of referral sources for new business. > Build/expand existing customer relationships by identifying needs and recommending solutions while effectively handling existing loan requests. Work with current customers to encourage referrals. > Manage commercial loan portfolio including collection and review of financial information to ensure Company's interests are protected. Adhere to Loan Policy, department procedures, and applicable Federal/State/Local laws and regulations. > Formulate and implement strategies to achieve individual and department goals as set by supervisor. Work with colleagues and management to provide guidance, training, and support to reach goals as appropriate. > Collaborate with other strategic partners within Company to provide full range of products and services, as appropriate, for customers. Participate in team presentations, attend joint networking events, and provide introductions/contacts to stakeholders so customer needs may be fully addressed. > Participate actively in community to source business development opportunities and demonstrate our Company's commitment to local communities. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications/Experience: > Bachelor's Degree or equivalent experience in business, finance, lending or related field required. > 8 years of experience in commercial lending, loan portfolio management, or equivalent banking experience required Skills/Knowledge: > Exceptional knowledge of commercial credit analysis and banking products/services preferred > Solid communications skills, both written and verbal; ability to communicate effectively with customers, co-workers, management, and community/business leaders> Strong consultative sales and negotiation skills; ability to identify needs, present effective solutions, and close a sale> Proficient in Microsoft Office Suite: Word, Excel, Outlook and PowerPoint > Local market knowledge and ability to develop, retain and expand relationships with center of influence. > Engage in networking events and proactively build relationships with existing and potential customers. Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $100,000- $140,000 annually commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $100k-140k yearly 13d ago
  • Senior Commercial Banking Relationship Manager

    Nbtbancorp

    Relationship manager job in Pittsfield, MA

    Pay Range: $143,715.00 - $191,586.00Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates loan applications and assesses credit worthiness of applicant. Maintains a loan portfolio that includes gathering relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists less experienced loan officers with training, consultation, and guidance. Education and Experience: 4 year degree or related experience 7-10 years of Commercial Lending experience Skills and Abilities: Strong accounting and credit analysis background Strong communication skills Ability to attain/exceed established business goals Strong management and leadership skills Ability to use various computer programs and bank accounting system Strong oral and written communication skills Understanding of economics, general business/commercial finance and accounting Legal knowledge of lending practices Unique Job Characteristics and Requirements: Needs to be a strong negotiator on behalf of the bank Travel less than 50% Driver's License required Reliable transportation required Tasks Performed: 40% Develops a profitable relationship portfolio through New Business Development activities with relationships normally involving large customers with complex borrowing, depository and Trust needs. Maintains awareness and adherence to Bank policy as well as all Federal/State regulations affecting commercial lending. 25% Maintains and services a loan portfolio including the timely gathering of financial data and keeping contact with customer, properly documenting borrower status through file write-ups. 20% Evaluates loan applications by analyzing borrower capacity, financial data, industry trends, collateral position, management ability and then uses personal judgment to determine credit worthiness. 10% Assists less experienced loan officers by providing training, advice, and guidance. 5% Other duties as assigned. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Pet Insurance: For all your furry friends. Financial and Banking Services: Various banking services benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various banking services benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
    $143.7k-191.6k yearly Auto-Apply 3d ago
  • Business Banking Relationship Manager

    Pioneer Bank, National Association 4.3company rating

    Relationship manager job in Albany, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. Manages, cultivates, and grows a portfolio of credit and deposit clients. Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. Acts as branch point of contact and resource for matters regarding commercial clients. Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. Sources, manages, and executes new and ongoing credit applications. Identifies and executes opportunities for new and additional deposits. Targets opportunities to introduce and implement cash management products to support clients' key operations. Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. Three to five years of related experience in commercial banking, sales support, and/or bank operations. Existing network of Capital Region business contacts and clients is preferred. Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. Strong and effective customer service skills with professional and courteous style of communication. Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly Auto-Apply 60d+ ago
  • Business Relationship Manager I- Officer

    JPMC

    Relationship manager job in Albany, NY

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager 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 Relationship Management 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
    $90k-133k yearly est. Auto-Apply 60d+ ago
  • Client Partner

    xAI

    Relationship manager job in Day, NY

    xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role We are seeking a dynamic and experienced Client Partner to join X's world-class team of media professionals, where you will drive revenue growth by building strong relationships with Fortune 500 companies and their advertising agencies. In this role, you will create impactful, consultative sales strategies to showcase X's advertising products, helping advertisers connect with consumers and achieve their marketing goals. Ideal candidates are passionate about X's mission to preserve free expression and choice, thrive in collaborative environments, and bring a deep understanding of the social media landscape to fuel innovative advertising solutions. Responsibilities Establish and nurture collaborative business relationships between X and Fortune 500 companies, as well as their marketing agencies. Develop consultative sales presentations to demonstrate how X's advertising products can be leveraged to effectively engage consumers. Partner with advertisers to build and execute high-impact campaigns, measure performance, and drive renewals and upselling opportunities to fuel revenue growth. Stay at the forefront of thought leadership by immersing yourself in the evolving social media landscape and adapting to X's ongoing product developments. Mentor new team members, fostering a collaborative and high-performing team culture as the organization grows. Required Qualifications 8+ years of experience in digital media sales, working with Fortune 500 companies and advertising agencies. Established relationships with marketing decision-makers at companies and agencies. Proven track record of developing and growing a book of business. Exceptional communication and presentation skills, with the ability to articulate complex ideas clearly. Deep understanding of X, the social media landscape, and opportunities for marketers to leverage these platforms. Bachelor's degree (BA/BS) or equivalent relevant experience. Preferred Qualifications Vertical experience in retail, dining, technology, automotive, travel, media & entertainment, or consumer packaged goods. Strong aptitude for creative problem-solving and a preference for working in small, collaborative teams. A passion for X's mission to create a marketplace that enables economic success for all participants. Experience mentoring or onboarding team members in a fast-paced, high-growth environment. A proactive mindset with the ability to adapt to rapidly evolving industry trends. A sense of humor and enthusiasm for thriving in a dynamic, mission-driven organization. Annual Salary Range $135,000 - $250,000 USD Benefits Base salary is just one part of our total rewards package at X, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. For details on data processing, view our Recruitment Privacy Notice.
    $135k-250k yearly Auto-Apply 25d ago
  • Business Banking Relationship Manager

    Pioneer Bancorp, Inc. 4.2company rating

    Relationship manager job in Albany, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: * Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. * Manages, cultivates, and grows a portfolio of credit and deposit clients. * Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. * Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. * Acts as branch point of contact and resource for matters regarding commercial clients. * Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. * Sources, manages, and executes new and ongoing credit applications. * Identifies and executes opportunities for new and additional deposits. * Targets opportunities to introduce and implement cash management products to support clients' key operations. * Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. * Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. * Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. * Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. * Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. * Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. * Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. * Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. * Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: * Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. * Three to five years of related experience in commercial banking, sales support, and/or bank operations. * Existing network of Capital Region business contacts and clients is preferred. * Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. * Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. * Strong and effective customer service skills with professional and courteous style of communication. * Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly 60d+ ago
  • Relationship Manager, Corporates

    Osttra

    Relationship manager job in Day, NY

    About the Role: Grade Level (for internal use): 10 About the Role: The Account Manager role serves as the primary commercial lead for an assigned portfolio of clients. They are focused on driving net revenue growth by fostering strong client relationships and delivering comprehensive solutions across the full MI product suite. The Team: Our Corporates Account Management team brings together diverse expertise from across S&P Global and the legacy IHS organization, creating a dynamic collaborative environment during this exciting revenue transformation period. We're passionate about working together to support clients who are at the forefront of innovation, especially as AI continues to reshape industries. It's an exciting time to join a team that's helping drive the future of client relationships in this rapidly evolving landscape. Responsibilities and Impact: The AM is the central point of contact for new clients, responsible for collaborating across internal functions to deliver a cohesive customer experience. They deeply understand the client business strategies and market demands, which helps them provide client insights and identify opportunities for growth and retention, unlocking a value for both our customers and for MI. Planning and Execution: - Serve as the primary point of contact for clients within a book of business - Holistic understanding of the account including business objectives, budget cycles, organizational structure, critical needs, and ongoing opportunities - Build multi-threaded relationships across client stakeholders and workflows, serving as a trusted advisor for solving client's business challenges - Develop and execute on account growth plans in partnership with Sales Specialists and Business Partners Renewal Strategy, Proposal & Negotiation: - Account Analysis to prepare for renewal discussions - Lead renewal and expansion negotiations - Work with legal/procurement to finalize contracts and pricing changes. - Identify and mitigate account risks Client Engagement & Coverage: - Understand account health and introduce internal resources as needed - Build industry knowledge and expertise to advise clients on best practices - Establish key relationships and champions within accounts - Promote adoption of new offerings, capabilities, or modules - Be the voice of the client internally Cross Functional Coordination: - Coordinate resources to develop comprehensive solutions to meet client needs - Collaborate with Sales Specialists, Business and Implementation teams to involve the right resources to meet client needs, making warm introductions as needed - Provide client feedback to inform product roadmap and service improvements - Ensure alignment with CCO Strategy for key accounts Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $70,817 to $90,732. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here. What We Are Looking For: Basic Required Qualifications: Bachelor's degree in Business, Finance, Economics, or related field from an accredited institution 7+ years of experience in relationship management, account management, or client-facing roles within B2B environments Proven track record of managing complex client relationships and driving revenue growth Strong communication and presentation skills with ability to engage C-level executives and senior stakeholders Experience with CRM platforms such as Salesforce Analytical mindset with ability to interpret data and translate insights into actionable client strategies Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States. Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ******************************************************************************************** ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)
    $70.8k-90.7k yearly Auto-Apply 14d ago
  • Senior Manager, Client Solutions

    Inmobi 4.6company rating

    Relationship manager job in Day, NY

    InMobi Advertising is a global technology leader helping marketers win the moments that matter. Our advertising platform reaches over 2 billion people across 150+ countries and turns real-time context into business outcomes, delivering results grounded in privacy-first principles. Trusted by 30,000+ brands and leading publishers, InMobi is where intelligence, creativity, and accountability converge. By combining lock screens, apps, TVs, and the open web with AI and machine learning, we deliver receptive attention, precise personalization, and measurable impact. Through Glance AI, we are shaping AI Commerce, reimagining the future of e-commerce with inspiration-led discovery and shopping. Designed to seamlessly integrate into everyday consumer technology, Glance AI transforms every screen into a gateway for instant, personal, and joyful discovery. Spanning diverse categories such as fashion, beauty, travel, accessories, home décor, pets, and beyond, Glance AI delivers deeply personalized shopping experiences. With rich first-party data and unparalleled consumer access, it harnesses InMobi's global scale, insights, and targeting capabilities to create high impact, performance driven shopping journeys for brands worldwide. Recognized as a Great Place to Work, and by MIT Technology Review, Fast Company's Top 10 Innovators, and more, InMobi is a workplace where bold ideas create global impact. Backed by investors including SoftBank, Kleiner Perkins, and Sherpalo Ventures, InMobi has offices across San Mateo, New York, London, Singapore, Tokyo, Seoul, Jakarta, Bengaluru and beyond. At InMobi Advertising, you'll have the opportunity to shape how billions of users connect with content, commerce, and brands worldwide. To learn more, visit ************** Overview of the role: The Senior Manager, Client Solutions, serves as a trusted advisor and subject-matter expert for key clients, leveraging the full breadth of our ecosystem solutions across data, insights, creative, audiences, and measurement. This role is responsible for cultivating long-term, strategic relationships with brands and agencies-acting as the primary point of contact for InMobi's solutions. You'll develop a deep understanding of client needs, translate complex product capabilities into impactful strategies, and ensure the seamless delivery of high-quality solutions. Collaboration is key: you'll partner closely with demand, product, and business development teams to integrate client feedback, align priorities, and deliver value that evolves with the market. **This role is onsite in our New York City office The impact you'll make: Strategic Client Partnership Serve as a subject-matter expert for partners leveraging InMobi's ecosystem solutions. Build and maintain strong, long-term relationships with key clients, acting as the primary point of contact for escalations and strategic discussions across data, insights, and measurement. Anticipate and address client needs, delivering tailored, data-driven solutions that deepen the partnership. Conduct regular business reviews to evaluate service delivery, gather feedback, and identify opportunities for improvement. Solutions Leadership Translate complex product offerings into actionable client strategies that drive measurable business outcomes. Identify opportunities to expand services within existing client accounts, contributing directly to revenue growth. Partner with the sales team during new business pursuits, offering strategic and technical insights on client-focused solutions. Cross-Functional Collaboration Work closely with Demand teams to accelerate both new and existing business growth. Collaborate with product teams to ensure client feedback informs product roadmaps, guaranteeing our solutions solve real client challenges. Partner with business development teams across data, measurement, creative, and other third-party providers to deliver integrated solutions that support client success. The experience we need: 5+ years in client-facing roles within AdTech, MarTech, digital media, agency, or brand advertising environments. Proven track record of consultative client engagement, with demonstrated success in cross-selling and upselling complex solutions. Strong communication and presentation skills, with the ability to translate technical concepts into compelling business value. Experience leading client relationships end-to-end-from strategic planning and problem-solving to delivery and optimization. Analytical and solution-oriented mindset, with the ability to uncover opportunities, remove barriers, and manage dependencies. Understanding of generative AI applications for solution development, creative strategy, or measurement innovation. A collaborative, proactive approach and a passion for helping clients succeed in an evolving digital ecosystem. What we build… At InMobi, we're building products that are redefining industries. Our ecosystem spans: InMobi Advertising - Powering data-driven mobile marketing for the world's leading brands Glance - A revolutionary Gen AI-powered lockscreen & TV content platform transforming how millions discover and engage with content 1Weather - One of the world's leading weather platforms, delivering precise, reliable, and real-time weather forecasts With deep expertise in AI, mobile, consumer technology, and digital innovation, we are home to some of the brightest minds in the industry. What sets us apart? Not just what we build. How we build it. At InMobi, we balance our hunger for cutting-edge tech with a deep focus on our people - their growth, well-being, and potential. At InMobi, you'll be surrounded by people who… Think big and act fast: We're entrepreneurial, thrive in ambiguity, and love solving high-impact problems Are passionate, fanatically driven, and take immense pride in their work: We care deeply about the impact we create and continuously push our potential Own their outcomes: We take responsibility, make bold decisions, and execute with confidence Embrace freedom with accountability: We value autonomy and understand that trust comes with responsibility Believe in lifelong learning: We welcome feedback, challenge ourselves to grow, and aren't afraid to take smart risks Award-winning culture, best-in-class benefits Our compensation philosophy enables us to provide a competitive salary that drives high performance while balancing business needs and pay parity. We determine compensation based on a wide variety of factors, including role, nature of experience, skills, and location. The base salary (fixed) pay range for this role would range from $109,350 - $173,150 USD (min to max of base salary pay range). This salary range is applicable for our offices located in California and New York*. In addition, an InMobian may also receive variable pay in the form of an annual variable bonus or quarterly variable bonus/sales incentive, as deemed per policy, in addition to fixed compensation. *Our ranges may vary based on the final location or region of the roles in accordance with the geographical differentiation in pay scales in the country. In addition to cash compensation, based on the position, an InMobian can receive equity in the form of Restricted Stock Units. We believe that our employees/personnel should have the ability to own a part of the entity they are a part of. Therefore, the entity employing you may elect to provide such stocks to you. Ownership of stock enables us to treat our employer company as our own and base our decisions on the company's best interests at heart. To encourage a spirit of shared ownership, we grant InMobians relevant company stock(s). As you contribute to the growth of your company, certain stocks may be issued to you in recognition of your contribution. A quick snapshot of our U.S. benefits: Competitive salary and RSU grant (where applicable) High-quality medical, dental, and vision insurance (including company-matched HSA) 401(k) company match Generous combination of vacation time, sick days, special occasion time, and company-wide holidays Substantial maternity and paternity leave benefits and compassionate work environment Flexible working hours to suit everyone Wellness stipend for a healthier you! Free lunch provided in our offices daily Pet-friendly work environment and robust pet insurance policy - because we love our animals! Employee Assistance Program (EAP) If this sounds like the kind of team, role, values, benefits, and challenges that excite you, we'd love to hear from you. Go for it! InMobi is an equal opportunity employer InMobi is a place where everyone can grow. Howsoever you identify, and whatever background you bring with you, we invite you to apply if this sounds like a role that would make you excited to work. InMobi provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The InMobi Culture At InMobi, culture isn't a buzzword; it's an ethos woven by every InMobian, reflecting our diverse backgrounds and experiences. We thrive on challenges and seize every opportunity for growth. Our core values - thinking big, being passionate, showing accountability, and taking ownership with freedom - guide us in every decision we make. We believe in nurturing and investing in your development through continuous learning and career progression with our InMobi Live Your Potential program. InMobi is proud to be an Equal Employment Opportunity employer and is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the hiring process and in the workplace. Visit https://**************/company/careers to better understand our benefits, values, and more!
    $109.4k-173.2k yearly Auto-Apply 31d ago
  • Client Partner

    Upwave

    Relationship manager job in Day, NY

    Upwave: The Brand Outcomes Measurement Platform Upwave is a leading measurement company entirely focused on measuring and optimizing upper funnel campaigns.. The world's leading advertisers, agencies, and media partners trust Upwave's robust, AI-driven platform to bring science to the top of the funnel. With Upwave, marketers maximize the effectiveness of brand spend. Upwave measures Brand Lift, validates Brand Reach, and surfaces Brand Optimization opportunities in one, dynamic platform with cross-channel brand measurement for CTV, Digital, Social, Linear, Addressable, Retail Media, Streaming Audio and more. We're a profitable, growth-stage company backed by leading venture investors (Y Combinator, Uncork Capital, Bloomberg Beta, Initialized Capital, PivotNorth, Ridge Ventures, Industry Ventures, Conductive Ventures,) and leading AdTechfounders & CEOs. We're a humble but ambitious team that takes its work seriously but never ourselves. Come join us. We're seeking an experienced Client Partner, based in New York, to own and grow relationships with some of the world's most sophisticated media companies, specifically focused on growing our roster of existing media sales organizations This role is all about retention, growth, and strategic partnership, not onboarding or troubleshooting. You'll serve as the commercial owner of your client portfolio, working proactively to deepen adoption of Upwave's measurement platform, expand relationships across client organizations, and identify new revenue opportunities. The ideal candidate brings strong AdTech fluency, has sold into media sales organizations specifically, exceptional client management skills, and a passion for helping clients unlock value through data-driven insights. What you will do: Own the commercial relationship for a portfolio of strategic accounts. You will beresponsible for renewals, upsells, and overall account growth. Develop and execute account strategies that expand platform adoption across teams, business units, and campaigns within our customers Act as a trusted strategic advisor to customers' senior stakeholders, connecting Upwave's measurement to their broader marketing and business goals. Lead quarterly business reviews and executive presentations that demonstrate impact, ROI, and new growth opportunities. Partner with internal teams (Sales, Customer Success, Marketing and Product) to deliver a cohesive customer experience from onboarding through renewal. Proactively identify whitespace within accounts; new campaigns, business lines, or integrations that can benefit from Upwave's platform. Expand Upwave's relationships within our customers. You won't just “settle” for our original point of contact. Monitor revenue, usage trends, and satisfaction to anticipate churn risk and drive proactive engagement. You will be in highly regular communication with our customers, and always pushing for additional touchpoints with them. Stay informed on AdTech and measurement trends to provide forward-looking guidance to clients and internal teams. About you: You have 5-7 years of experience in account management or customer partnerships within AdTech, MarTech, or digital media with a focus on media sales organizations. You have a proven track record of owning renewals, driving growth, negotiating contracts, and managing enterprise-level relationships. You bring a deep understanding of digital media, measurement, and programmatic advertising (e.g., DSPs, SSPs, brand lift, attribution). You demonstrate strong commercial acumen and a consultative sales approach, confidently managing SaaS partnerships and long-term contract negotiations. You have developed a “playbook” for growing accounts at your past jobs. You don't just react; you proactively push for land-and-expand opportunities. You are an exceptional communicator and storyteller, comfortable engaging with VP+ stakeholders to drive strategic outcomes. You bring an entrepreneurial spirit and thrive in fast-moving, startup environments where you can shape and scale client relationships. You have a highly analytical and curious mindset that drives you to uncover customer insights and new sales opportunities. You are organized and proactive, able to translate insights into action across multiple client accounts. Additional Information: The annual base salary range for this role is $105,000 to $125,000 + commission + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for the new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Upwave is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $105k-125k yearly Auto-Apply 60d+ ago
  • Trust and Estates Tax Partner, Private Client Group

    Anchin 4.3company rating

    Relationship manager job in Day, NY

    Title: Trust and Estates Tax Partner, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives. RESPONSIBILITIES: Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms **************, etc.). Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities. Address technical issues and provide guidance on complex trust and estate structures. Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters. Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust. Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning. Mentor and develop the team to foster a culture of collaboration and continuous learning. Delegate effectively while ensuring work quality and adherence to deadlines. Participate in internal training programs to share expertise and enhance team capabilities. Lead marketing and networking efforts to attract new clients and expand existing relationships. Collaborate with other practice areas to deliver integrated solutions to clients. Represent the firm at industry events and conferences. Manage risk exposure through thorough review and documentation of tax positions. Maintain confidentiality and handle sensitive client matters with discretion. QUALIFICATIONS: Education: Bachelor's degree in Accounting, Taxation, or a related field. CPA certification preferred. Experience: Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role. Compensation: Competitive annual salary in the range of $220,000 to $500,000, based on individual's experience level. Anchin provides comprehensive benefits, which you can view here. Attributes: Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice. Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively. Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally. Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks. Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency. Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity. Action Oriented: Proactively seeks out new and challenging work. Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical. Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at ******************
    $116k-147k yearly est. Auto-Apply 60d+ ago
  • Customer Onboarding Manager

    Smartly 4.0company rating

    Relationship manager job in Day, NY

    Smartly is seeking a technically strong Customer Onboarding Manager to join our Onboarding team in New York. This role is designed for a hands-on performance marketing expert with deep experience in the Google Marketing Platform and at least one paid social channel. You will own complex customer onboardings where programmatic display, paid social, feeds, and automation intersect, ensuring customers are set up correctly, confidently, and ready to launch on Smartly. As an Onboarding Manager at Smartly, you will... Be a subject matter expert on Smartly's products and services, understanding the platform's capabilities and effectively communicating and implementing solutions for new customer needs. Own the onboarding of newly signed customers with complex media mixes, with a strong focus on programmatic display and paid social Act as a subject matter expert on the Google Marketing Platform, particularly CM360 (with DV360 familiarity), and how it integrates into a customer's broader advertising stack Work directly with customers to explain, design, and troubleshoot programmatic and paid social setups, ensuring they understand how and why things are configured Jump into customer accounts to help build the first correct version of the setup, setting a strong foundation for launch and scale Work closely with Sales and Customer Success teams to deliver tailored solutions within the Smartly platform, enabling our Tier 1-3 key customers to achieve their business objectives. Tailor onboarding journeys based on customer sophistication, media mix, and technical maturity Use feeds and automation to streamline workflows and drive early product adoption Create clear, visually strong onboarding and training materials using Google Slides Ensure customers exit onboarding with confidence in both their setup and their understanding of the Smartly platform We're definitely looking for you, if you have... 3+ years of hands-on experience in digital performance marketing Strong experience in the Google Marketing Platform, with hands-on exposure to CM360 required (DV360 experience strongly preferred) Practical understanding of how programmatic advertising works end-to-end, including ad serving, tracking, and creative formats Experience building and optimizing programmatic creatives (display, native, video) Hands-on experience launching and optimizing campaigns in at least one paid social platform (Meta preferred, but not required) Fluency in core programmatic concepts such as DCO, ad servers, floodlights, and measurement frameworks The ability to explain complex technical concepts clearly to customers with varying levels of sophistication Strong execution skills combined with sound onboarding strategy and judgment Excellent communication and stakeholder management skills Strong proficiency in Google Sheets and comfort working with structured data A proactive, problem-solving mindset and comfort operating independently in a fast-paced environment Understanding of AI tools (ChatGPT, Gemini, or internal LLMs) to streamline operations. Have the ability to work in the local Smartly office (New York, NY) at least 3 days a week (more if you prefer). Are able and willing to travel for customer onboarding & training sessions across North America as required. Base Salary: USD $75,000-$100,000 #LI-Hybrid #LI-HR1 About Smartly Smartly is the AI-powered advertising technology company transforming ad experiences for brands and their consumers. Our comprehensive advertising platform seamlessly integrates the capabilities of media, creative, and intelligence to power more than 800 billion impressions and generate more than 300 billion creatives annually, delivering tangible business outcomes for brands and advertisers. Smartly is the only company in the industry recognized as a Leader in The Forrester Wave: Creative Advertising Technologies with PwC validating the results it delivers for brands. We manage creative and media for 700+ brands worldwide and $6B in ad spend across the largest media platforms, including Facebook, Google, Instagram, Pinterest, Snap, and TikTok. Our end-to-end technology, unmatched access to media platforms and exceptional customer service help Fortune 500 brands to reach and engage consumers and learn what performs best.Smartly is a multinational and diverse team of 750+ Smartlies from 60+ nationalities, working in 13 countries. Together, we want to create and maintain an inclusive environment where everyone feels respected and heard. Our Diversity, Equity & Inclusion approach is at the heart of it. Visit Smartly to learn more.
    $75k-100k yearly Auto-Apply 24d ago
  • Environmental Account Manager

    NOCO Energy Corp 4.1company rating

    Relationship manager job in Day, NY

    Account Manager for Environmental Sales Territory: Western New York, Northwest Pennsylvania Compensation: $65,000 - $85,000/ year, plus commission What We Are Looking For The Account Manager is responsible for developing and executing strategic sales plans to drive revenue growth for NOCO's environmental products and services within a designated territory. This role requires a combination of leadership, sales acumen, territory management, and strong client relationship skills to achieve and exceed sales goals. We're seeking a motivated professional who is eager to contribute to the success of a growing, family-owned, third-generation business while expanding NOCO's environmental business in their assigned region. What You Will Do * Develop and implement strategic sales plans to achieve revenue and market share growth within the assigned region. * Meet or exceed established KPIs, including the minimum number of weekly sales calls, CRM updates, and documentation of customer visits, opportunities, and pipeline activities. * Cultivate and maintain strong relationships with key clients and prospects through consistent communication and value-driven solutions. * Understand client needs, assess market trends, and tailor NOCO's environmental products and services to meet customer objectives. * Set and achieve annual sales targets, revenue goals, and growth metrics for the assigned region. * Monitor sales activities, pipelines, and forecasts to ensure consistent progress toward targets. * Stay informed on industry trends, market conditions, and competitive activities to identify new opportunities. * Lead negotiations for major contracts and agreements, ensuring favorable terms for both the client and the company. * Collaborate with cross-functional teams, including marketing and operations, to ensure alignment between sales initiatives and company objectives. * Prepare regular sales reports, forecasts, and analyses to assess performance and recommend improvements. * Supervise and manage team performance, ensuring tasks are appropriately delegated, completed, and aligned with company expectations. * Provide ongoing feedback and communication with operations to support customer satisfaction and process improvement. * Attend regular team meetings (i.e. daily, weekly huddle meetings) to communicate priorities, safety, policies, company events, etc. * Perform other job-related duties as assigned to support departmental and organizational success. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company NOCO 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, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need * Bachelor's degree in business, environmental science, or a related field. * Proven experience in sales and sales leadership roles, preferably within the environmental industry or a related sector. * Demonstrated success in achieving or exceeding sales targets and driving revenue growth. * Strong leadership and people management skills with a focus on team building, coaching, and development. * Excellent communication, negotiation, and interpersonal abilities. * Solid understanding of environmental products, services, and applicable regulations. * Strong analytical and strategic thinking capabilities. * Proficiency in Microsoft Excel, Word, PowerPoint, and other relevant technical tools. * Ability to accurately forecast sales and manage pipelines effectively. * Willingness to travel within the assigned region as needed. What We Offer * Generous medical insurance offerings * Dental and vision plans * Company-paid life insurance * Company-paid short-term disability * Competitive compensation package * 401(k) with company match * Health savings accounts * Generous Paid Time Off policies * 7 paid holidays * Employee and family assistance program * Company-paid training * Safety incentives * Years of service incentives
    $65k-85k yearly 60d+ ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Glens Falls, NY

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $44k-51k yearly est. 2d ago
  • Business Banking Relationship Manager

    Pioneer Bank, National Association 4.3company rating

    Relationship manager job in Hudson, NY

    TITLE: Business Banking Relationship Manager REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 65 ($79,000 - $121,309 annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and deepening relationships with both existing and prospective commercial clients within Pioneer's market. Identifies opportunities to introduce, establish, and integrate deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales, service, and correspondence. Represents Pioneer within the business community with integrity, charisma, and professionalism. Essential Job Functions: Actively solicits and originates new commercial clients within designated territory through meaningful and consistent outside sales calls on businesses, networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. Manages, cultivates, and grows a portfolio of credit and deposit clients. Enthusiastically and professionally represents Pioneer in the business community and is an ambassador of its corporate culture. Participates in joint sales calls with business partners from Commercial Services, Retail Branches, and other departments. Acts as branch point of contact and resource for matters regarding commercial clients. Effective in needs assessment and knowledgeable of the Pioneer's products, services, and processes such that appropriate solutions are recommended to clients. Sources, manages, and executes new and ongoing credit applications. Identifies and executes opportunities for new and additional deposits. Targets opportunities to introduce and implement cash management products to support clients' key operations. Contributes to Pioneer's profitability by generating revenue from deposit growth, credit growth, and fee income. Obtains when necessary, and often in coordination with appropriate branch staff, required documentation to open new deposit accounts, process loan requests, and establish cash management and ancillary banking services. Reviews documentation for accuracy, completeness, and timely delivery. Prepares and executes sales presentations, provides in depth product and service descriptions, and thoroughly responds to all inquiries during the sales process. Responds to a Request for Proposal (RFP); assesses client needs and recommends effective strategies. Performs cost/benefit and risk analysis when preparing client recommendations and assessing client relationships. Successfully accumulates strategic new business referral sources including CPAs, attorneys, and other professionals. Leads presentations and coordinates networking with centers of influence within the community. Effectively cross-sells business & retail financial services to business owners and executives. Refers wealth management opportunities to Pioneer Wealth Management. Communicates regularly with branch managers & staff as to the status of business development activities and where appropriate involves them in assisting with closing sales. Educates retail branch staff on Pioneer's commercial and cash management products and activities. Attends training, seminars, and meetings to expand knowledge of cash management and other commercial products. Stays informed of ongoing trends and developments in the fields of retail and commercial banking. Education & Experience: Associate's Degree required; Bachelor's Degree in Business or Sales and Marketing preferred. Three to five years of related experience in commercial banking, sales support, and/or bank operations. Existing network of Capital Region business contacts and clients is preferred. Must have proficient computer skills, including Word, Power Point, Excel, and Outlook and excellent interpersonal, organizational, verbal, and math skills. Knowledge of deposit products, credit, cash management products, and ancillary bank services is required. Strong and effective customer service skills with professional and courteous style of communication. Must have access to transportation and ability to maintain a valid driver's license. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
    $79k-121.3k yearly Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Albany, NY?

The average relationship manager in Albany, NY earns between $71,000 and $152,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Albany, NY

$104,000

What are the biggest employers of Relationship Managers in Albany, NY?

The biggest employers of Relationship Managers in Albany, NY are:
  1. KeyBank
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