Relationship manager jobs in Arden-Arcade, CA - 712 jobs

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } We are looking for a Commercial Middle Market Relationship Manager in Sacramento, CA. The Commercial Banking Relationship Manager is responsible for originating, structuring, and servicing a diverse portfolio of commercial loans while building strong, low-risk client relationships. This role combines advanced credit expertise with proactive business development to deliver tailored financial solutions and exceptional customer service. Key Responsibilities Business Development Generate new commercial banking relationships through prospecting, referrals, and networking. Develop and execute strategies to expand the bank's presence in the market and achieve growth targets. Cross-sell treasury, deposit, and other bank products to deepen client relationships. Credit & Loan Structuring Lead the entire loan process from initial client engagement through underwriting, approval, and closing. Perform detailed credit analysis, including financial statement review, cash flow modeling, and collateral evaluation. Structure and negotiate complex commercial loans (C&I, CRE, asset-based lending) to meet client needs while mitigating risk. Monitor credit performance and covenant compliance; proactively address exceptions. Relationship Management Act as the principal account manager for new and existing clients. Conduct regular portfolio reviews and make recommendations to optimize client profitability. Deliver high-quality customer service and maintain a high degree of client satisfaction. Compliance & Risk Ensure adherence to credit policy, regulatory requirements, and risk management standards. Prepare and present credit packages for approval committees. Qualifications Bachelor's degree in Finance, Accounting, or related field (MBA or formal credit training preferred). 6+ years of experience in commercial lending, credit analysis, underwriting, and relationship management. Expert knowledge of commercial loan products, credit structuring, and risk assessment. Proven ability to generate new business and expand existing relationships. Strong interpersonal, negotiation, and communication skills. Proficiency in financial analysis and common software applications (Word, Excel, CRM systems). Ability to manage a small to medium commercial portfolio effectively. This position is eligible to earn a base salary in the range of $160,000 - $230,000 annually plus bonus depending on job-related factors such as level of experience. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.

Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key PMA disciplines Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction Serve as a complete subject matter expert on all PMA products and services while maintaining a deep understanding of operational implications of the services provided Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate PMAMC value proposition throughout the life of the program Regularly engage in brand building activity with prospects, customers, brokers, and carriers Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities Recommend and develop client education opportunities to show PMAMC value to clients and their brokers Drive customer compliance with utilization of PMAMC approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through PMA Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives Implement customer-specific scorecards to showcase value Obtain appropriate industry certifications Expand understanding and technical competency utilizing key PMA software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work #LI-Hybrid Requirements: Requirements: Six plus years workers' compensation and auto/general liability claims experience required. Prior TPA and/or account management experience preferred. MUST RESIDE IN CA Bachelor's degree and/or equivalent work experience required. Excellent verbal and written communication skills with demonstrated presentations skills required. Strong analytical and problem solving skills with a solid customer service orientation required. Travel up to 35% Associate in Claims (AIC) or Chartered Property Casualty Insurance (CPCU) designation preferred. PMA is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $117,000 to $142,000. Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.

At ADP, we're proud to partner with some of the most innovative biopharmaceutical companies in the world-and right now, we're hiring directly on behalf of one of our clients for a full-time Territory Account Manager role. This is a direct hire opportunity with a forward-thinking organization that's redefining patient care through cutting-edge science and compassionate service. If you're passionate about making a real impact and want to be part of a team that values bold ideas and meaningful work, this could be the career move you've been waiting for. Ready to take your career to the next level while doing work that truly matters? What You'll Do We're seeking a driven Account Manager to champion an innovative infusion therapy in neurology. If you thrive in specialty healthcare sales, excel at building relationships, and love turning clinical insights into powerful customer value, this role is for you. Grow territory performance through strategic planning and targeted customer engagement Meet and exceed sales goals while championing customer satisfaction. Deliver clear, compelling clinical messaging to multidisciplinary decision-makers Build strong partnerships with clinics, infusion centers, specialty pharmacies, and health systems Navigate complex access and reimbursement landscapes across payer channels Stay ahead of market trends to identify new opportunities What You Bring A bachelor's degree (BA/BS) from an accredited institution 4+ years of experience in pharmaceutical, biologic, medical device, or specialty healthcare sales Proven sales success and strong communication skills Proven success in meeting or exceeding sales targets Ability to quickly learn complex clinical information Experience in infusion, rare disease, specialty pharmacy, or neurology preferred Must possess a valid driver's license and be willing to travel throughout the assigned territory What Will Set You Apart Background in promoting specialty, rare disease or CNS products Strong analytical skills to leverage sales data for strategy A collaborative spirit and adaptability in fast-paced environments Exceptional communication, presentation, and negotiation skills A self-starter mindset with strong organizational skills Salary range: $155,000 - $168,000, plus eligibility for a sales incentive target of $41,500 and participation in the company's long-term incentive plan. Actual compensation may vary based on location, experience, and qualifications. Benefits include Paid time off (PTO) Health coverage (Medical, Dental, Vision) 401(k) with company match Company car. We are an equal opportunity employer workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. This posting is confidential; company details will be shared during later stages of the recruitment process.

Commercial Loan Officer IV A Commercial Loan Officer III provides a full range of CRE lending and banking services to commercial customers. This includes determining credit eligibility, preparing loan narratives, ensuring loans meet appropriate criteria, and effectively cross-selling products. This officer would generate $20 to $30mm of new loan outstandings annually and manage a portfolio of loans between $50mm and $100mm. What You Will Be Doing Active solicitation of new CRE business and growth of new relationships Gathering and analyzing CRE due diligence to recommend structure for a credit decision Preparing loan presentations for Senior Management Assuming full responsibility for quality, completeness and accuracy of all documentation in the loan portfolio. Ensuring the CRE loan portfolio is actively managed for covenants, maturities and risk rating recommendations. Gaining comprehensive knowledge of all bank products in order to cross sell Retail, Treasury Management and Wealth Management. Contributing to Bank's overall management objectives by participating in leadership meetings and supporting bank goals Participating in a variety of community-oriented and professional organizations Bachelor's degree from a four-year college or university in Finance or a related field. Seven or more years related experience and/or training. Personal Computer (PC) proficient in Word/Excel required; other Microsoft programs a plus. Ability to read, analyze and interpret financial reports and legal documents. Ability to respond to inquiries/requests from clients and/or prospects. Ability to effectively present information to top management, public groups and/or boards of directors. Ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret financial data provided.

The Resident Relationship Manager will serve as corporate oversight of the local operations team providing aid and support to resident(s), vendor(s) and prospect(s) in resolving developing concerns they might face while engaging with TitanCorp properties.. Essential Job Duties and Responsibilities: Customer Relations · Manage and resolve resident issues that are escalated from the local branches to the corporate office. · Serve as company lead on managing customer service cases gathered from call center, website, social media, email, etc. · Develop and manage customer satisfaction metrics on maintenance service requests, new move-ins, prospect inquiries and all customer service calls. · Provide quality control of all pending applications, leases and renewals. · Implement, document and train any process changes to improve resident satisfaction. · Assist Director of Leasing in various projects as needed. Company · Deliver excellent customer service during all interaction with clients, associates, peers, support groups, suppliers and residents. · Comply with all Company Standards, applicable health and safety rules and regulations, as well as applicable local, state and federal laws. Education and/or Experience · High school diploma or equivalent. · Minimum of two years of customer service or real estate experience is preferred Skills/Specialized Knowledge · Knowledge of Single Family Rentals (SFRs) operations and leasing · Knowledge of Landlord Tenant Act. · Ability to read, write, understand, and communicate in English. · Ability to use a computer proficiently, including Microsoft Outlook, Word, Excel and Yardi or other accounting software. · Ability to use general office equipment, such as telephone, fax machine, printer, copier and key track system. · Excellent customer service and interpersonal skills. · Professional verbal and written communication skills. · Strong organizational and time-management skills. · Ability to perform moderate mathematical and accounting functions. · Comprehension of federal fair housing laws and any applicable local housing provisions. · Ability to make quick and effective decisions. · Ability to identify, analyze, and resolve issues. · Ability to be flexible and quickly adapt to changing business needs and processes. · Ability to exercise independent judgment and maintain confidentiality. Required Licenses or Certifications · Current driver's license. · Real estate license (preferred). · Other licenses and/or certifications as required by state law. Other Requirements · Ability to be reachable via phone and/or email at all times, except during approved time off. · Ability to work weekends and non-traditional holidays. · Must be available to work on-call or when needed due to staffing shortages. · Standing, walking, and/or sitting for extended periods of time. · May travel up to 10% of the time. · Frequent climbing, standing, use of fingers, handling, feeling, talking, and hearing. · Moderate stooping and lifting. · Ability to lift and/or move up to 25 pounds. · Ability to compare, copy, compute, compile, analyze, coordinate, synthesize, negotiate, communicate and instruct. · Ability to tolerate stressful situations. · Ability to work under minimal supervision. Work Environment · Standard office working environment. · Reports to Regional

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Sacramento, CA. This is a full-time position that offers a competitive base salary, plus commission, bonuses, car allowance, benefits, and a WONDERFUL company culture. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: Develop, keep, and manage your own accounts Continue to make residual income from your accounts and of course a strong base salary + commission + benefits Uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Newest Company Video with Keanu Reeves! Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

Job DescriptionDescription: Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: Retains and expands relationships with existing customers. Prospect and close new business relationships. Grow net revenue year after year as directed by Senior Management. Recommend appropriate client risk rating and manage credit quality. Develop and implement an effective calling program for existing customers. Develop and implement plans for sourcing prospects and new customer relationships. Manage customer relationships and introduce product specialists as needed. Resolve customer problems and act as a liaison with other departments to ensure positive customer experience. Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products. Responsible for keeping current on the bank's lending policies, products, and services. Participate in community and CRA activities to promote the Company's brand in our communities. Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position. Requirements: REQUIRED SKILLS AND ABILITIES: Computer skills; to include the use of Microsoft Office products and other programs as required. Excellent written and verbal communication skills, attention to detail and follow-through. Leadership skills and ability to foster and sustain collaborative work relationships within the bank. Strong relationship management and business development abilities, well-developed analytical and problem-solving skills. Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities. Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: Bachelor's degree (Master's degree preferred). Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $130,000 - $200,000 annually. Pay range may vary based on skills, experience, and location

Join Our Growing Team as a Vendor Relationship Manager - Build Strong Partnerships for Success! Are you passionate about cultivating relationships, managing vendor partnerships, and driving business excellence? We're looking for a proactive and results-oriented Vendor Relationship Manager to join our dynamic team. In this role, you'll lead the development, management, and optimization of vendor relationships to ensure seamless collaboration and operational success. Why You'll Love This Role: 💼 Comprehensive Training - Gain the tools and support needed to excel, whether you're experienced or new to vendor management. ⏰ Flexible Work Schedule - Full-time or part-time opportunities with remote flexibility. 📈 Career Growth - Clear pathways for advancement into leadership, procurement management, or operational strategy roles. 💰 Competitive Compensation - Base pay plus performance-based incentives and bonuses. Key Responsibilities: Build, maintain, and strengthen relationships with vendors to ensure mutual success. Develop and execute vendor management strategies to optimize performance and ensure alignment with business goals. Act as the primary liaison for vendors, facilitating clear communication and issue resolution. Collaborate cross-functionally with procurement, operations, and finance teams to streamline vendor processes. Track and analyze vendor performance metrics, providing actionable insights and recommendations. Identify and onboard new vendors through strategic sourcing and relationship management. What We're Looking For: ✔ Excellent relationship-building and communication skills ✔ Strong negotiation and problem-solving abilities ✔ Experience in vendor management, procurement, or supply chain operations preferred ✔ Data-driven mindset with the ability to analyze performance metrics and trends ✔ Self-starter who thrives in a collaborative, fast-paced environment Perks & Benefits: ✅ Paid training and continuous mentorship ✅ Health insurance and retirement plan options ✅ Incentive bonuses and performance recognition ✅ Growth opportunities into senior leadership and strategic roles 🚀 Ready to Build Strong Vendor Partnerships? If you're excited to manage vendor relationships and contribute to the success of a purpose-driven organization, we'd love to hear from you! 👉 Apply now and join us as a Vendor Relationship Manager-where collaboration meets opportunity!

At Vitu, our engaged workforce is the key to our success. We are committed to creating a positive, inclusive, and motivating environment where employees feel valued, connected, and empowered. Vitu provides innovative, cutting-edge services to the motor vehicle industry. Our namesake solution manages titling and registration transactions in all 50 states and across multiple locations - all on one platform. With the mission of expanding and automating Vehicle-to-Government (V2Gov) transactions, the Vitu platform is reimagining how drivers, businesses and governments interact with vehicles. Vitu has offices in California, Florida, Georgia, Illinois, Indiana, Minnesota, Montana, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Virginia. Job Summary The Client Relationship Manager III works independently monitoring all aspects of operations for select CMS clients. They are the expert on anything related to that client's work within operations. This position is critical due to the high touch requirements demanded to ensure client satisfaction and will fill the need for high touch client support allowing for better operational focus for driving the business. This position will work cross functionally with many teams across the organization as the operations point of contact for their assigned clients. The Client Relationship Manager III is a subject matter expert on all things related to operations. Responsibilities Contribute to customer satisfaction by consistently meeting and/or exceeding expectations and commitments by providing a high level of customer service to both internal and external customers; by solving customer problems quickly and effectively. Work directly, professionally and collaboratively with operations team, client, product, implementation and other cross-functional teams as required to meet the client's needs. Provide proactive communication to client related to operations status updates, as well as product and software enhancements. Point of contact for escalations. Liaise and interact as voice for both company and client. Coordinate resolution to pivotal customer issues and concerns, safeguarding the business. Ensure clients are notified and remain updated of planned or unplanned deficiencies of services, from discovery through remediation. Maintains strong working knowledge of operations status and follow up in relation to Service Level Agreements (SLA's). Monitor customer satisfaction levels. Continually maintain awareness of client's business needs. Review and mitigate process gaps. Provide recommendations for business process efficiencies. Report notable concerns to leadership and provide suggestions for resolution. Effectively lead calls with assigned client's and cross functional team members. Project management, review, and updates to client on Dealertrack Action Plans / Supplier Action Plans/ Root Cause Analysis. Review and update Audit Results weekly/monthly. Review quality misses and Field Issue Tracking (FIT) data provided by client and escalate concerns. Client Invoice/Credit Review. Ensure service modifications and enhancement requests are thoroughly vetted and outlined. Validate comprehensive documentation of requirements are detailed and clearly define company and client responsibilities. Confirm level of efforts are obtained by all appropriate stakeholders. Document and submit Service Request Forms, Projects Request, Change Control's, or like documentation. Have comprehension of designated client's Agreements, Amendments, Statements of Work, Service Schedule's, Pricing and other agreement related documentation to help ensure all parties are in adherence. Notify leadership upon identification of discrepancies. Adhere to established procedural controls and objective metrics to ensure accurate measurements of performance reporting. Comply with corporate policies and procedures. Provide coverage of responsibilities in the absence of team members, peers or management. Establish cadence and facilitate client meetings. Perform other duties as assigned or needed. Travel is required. Position is hybrid work in office/home Salary Range $77,000 - $115,700

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 (**************************************** .

Job Description Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. 2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. 3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. 4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. Position Summary Department Business Banking The Treasury Management Relationship Manager is responsible for developing and maintaining strong relationships with commercial treasury and cash management banking members. This role centers on all aspects of business development related to Treasury Management products, including engaging with existing, new, and prospective clients to drive product sales. Key responsibilities include consistently achieving annual sales goals and activity targets by crafting and executing a business plan aligned with credit union objectives. The Relationship Manager is expected to proactively identify and analyze member needs, offer consultative solutions, and maintain regular contact with members and prospective members through structured calling programs. Success in this position requires collaboration and positive working relationships with internal teams such as Business Banking Officers, Business Lending, Branch teams, as well as external members and prospects. The Relationship Manager should demonstrate strong interpersonal skills, a consultative approach, and a commitment to delivering high-quality service to ensure member satisfaction and business growth. Essential Duties Manage a portfolio of assigned members by meeting regularly, assessing their financial needs and goals, recommending deposit or treasury/cash management strategies and products, and making referrals to other business lines as needed. Respond to and resolve inquiries related to member accounts, executing and verifying transactions upon request. Seek to expand the business membership base through referrals and growth of assigned accounts. Manage and coordinate the treasury management service process from application through implementation and member training for the Member Business Services department. Collaborate with Business Members, Business Bankers, eSolutions, Central Operations, and IT Core team members to facilitate successful onboarding of Treasury Management services through the business online banking software and other third party vendor services. Grow Treasury Management product revenue through direct contact with Business Members. Utilize networking, community, and public relations activities to identify prospective Treasury Management Member opportunities. Perform product research and identify appropriate solutions for Member requirements and satisfaction. Coordinate with assigned Business Banking Officers to support and develop relationships with business Members and partners. Manage member calls and contacts, meeting all assigned goals and activity targets. Understand Business Members' business goals, environments, strategies, and industry trends to become a trusted advisor and identify solutions for client pain points. Monitor competitor environment, capabilities, and gaps to effectively position Valley Strong Treasury Management services for success. Prepare analysis proforma and business proposals for Member presentations. Participate in calls with prospective and existing Members and analyze client Treasury Management service requirements. Perform risk monitoring for Treasury Management products and services; initiate credit and risk approvals as needed. Assist Members with product application intake, set-up, product training, and product demonstrations. Ensure efficient onboarding and deliver an exceptional Member experience. Gather data and prepare reports for Senior Management, audit, and other department personnel. Support Central Operations for Business Member servicing as needed. Track sales activities and timelines within the VSCU software platform to ensure deliverables within onboarding, and project plans are met and on time. Administer work according to internal and external policies and procedures of the credit union. Support organizational growth through proactive business development activities. Performs other duties as assigned. Supervisory Responsibilities Supervisory Responsibilities Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education Min/Preferred Education Level Description Preferred 4 Year / Bachelor's Degree In computer science, communications, economics, accounting or finance. Minimum High School or GED Or 5 years of Retail banking experience in sales and service. Experience Minimum Years of Experience Comments 5 Prior Treasury Management or Banking Sales experience required. Two to four years' experience in Treasury Management Sales, Banking Sales and/or Service environment. Knowledge of account analysis and Treasury Management pricing required. Understanding of payment and receivable processes. Minimum two to four years' experience with financial software systems required. Must have extensive knowledge of the job and the practical application to problems and situations ordinarily encountered. Knowledge of general credit union or bank operations sufficient to understand the treasury management function and knowledge of Federal and State banking compliance requirements. Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

Full-time Description Summary: The Client Manager 1 works closely with the Account Executive to service a portion of the BRMS client base. The Client Manager 1 is the day-to-day point of contact for each client account. The CM 1 strives to ensure service levels and expectations are being met by executing regular and proactive communication with all client administration and upper level on a day-to-day basis. Essential Duties and Responsibilities include the following. Other duties may be assigned. Organize regularly scheduled communications with all existing clients and internal contacts to determine how BRMS can meet their business needs. Review accounts on a monthly basis. Build strong relationships with clients' HR teams, senior managers, and other key stakeholders. Manage BRMS client and benefit plan renewals from beginning-to-end with input from the AE. Responsible for obtaining and revising necessary information on the account and completing all activity as required. Work on new client implementations. Prepare, Manage and understand and provide critical review of monthly reports Ensure execution of contract and any renewal adjustments by working with finance and sales. Exhibit strong technical knowledge of industry, products, and compliance requirements, including plan deductibles and dates Work internally to create and maintain plan documents. Mediate between client and carrier. Create and update plan documents during and after Implementation Create and update ID cards during and after Implementation Maintain PPO Network contract application and Plan Cost Reports Respond to Anthem Blue Cross Utilization Management update requests Appropriately escalate issues and opportunities to Upper Management as need be. Provides feedback to assist in the creation of performance improvement goals and development of training programs. Ensure proper handling of customer issues and concerns. Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards. Review daily and monthly reports, transactions, and trends, and provide feedback to team members and Upper Management Performs other duties and responsibilities as assigned by Management. Supervisory Responsibilities: This job has no supervisor responsibilities Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High School Degree or G.E.D.; and minimum of two years experience working in a related Customer Support Role; or equivalent combination of education, training, and/or experience in self-funded employee benefits industry, which demonstrates ability to perform the outlined duties above. Language Skills: Ability to read, speak, and write effectively in English. Ability to interpret documents such as safety rules, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position. Mathematical Skills: Ability to add and subtract, multiply and divide with 10's and 100's. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Certificates, Licenses, Registrations: Valid, class C license in state working with no adverse driving record. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office. Salary Description $25.00 - $27.00 DOE

Application Deadline: 02/04/2026 Address: 500 Capitol Mall Job Family Group: Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

We are looking for a **Commercial Middle Market Relationship Manager in** **Sacramento, CA.** The Commercial Banking Relationship Manager is responsible for originating, structuring, and servicing a diverse portfolio of commercial loans while building strong, low-risk client relationships. This role combines advanced credit expertise with proactive business development to deliver tailored financial solutions and exceptional customer service. **Key Responsibilities** + **Business Development** + Generate new commercial banking relationships through prospecting, referrals, and networking. + Develop and execute strategies to expand the bank's presence in the market and achieve growth targets. + Cross-sell treasury, deposit, and other bank products to deepen client relationships. + **Credit & Loan Structuring** + Lead the entire loan process from initial client engagement through underwriting, approval, and closing. + Perform detailed credit analysis, including financial statement review, cash flow modeling, and collateral evaluation. + Structure and negotiate complex commercial loans (C&I, CRE, asset-based lending) to meet client needs while mitigating risk. + Monitor credit performance and covenant compliance; proactively address exceptions. + **Relationship Management** + Act as the principal account manager for new and existing clients. + Conduct regular portfolio reviews and make recommendations to optimize client profitability. + Deliver high-quality customer service and maintain a high degree of client satisfaction. + **Compliance & Risk** + Ensure adherence to credit policy, regulatory requirements, and risk management standards. + Prepare and present credit packages for approval committees. **Qualifications** + Bachelor's degree in Finance, Accounting, or related field (MBA or formal credit training preferred). + 6+ years of experience in commercial lending, credit analysis, underwriting, and relationship management. + Expert knowledge of commercial loan products, credit structuring, and risk assessment. + Proven ability to generate new business and expand existing relationships. + Strong interpersonal, negotiation, and communication skills. + Proficiency in financial analysis and common software applications (Word, Excel, CRM systems). + Ability to manage a small to medium commercial portfolio effectively. + This position is eligible to earn a base salary in the range of $160,000 - $230,000 annually plus bonus depending on job-related factors such as level of experience. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of _San Diego Union-Tribune_ and _Orange County Register_ . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. **Req ID:** 069300 Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST. Click here to view applicable Federal, State and/or local employment law posters.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Position Summary: The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans. Principal Responsibilities: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership Education, Experience, Skills and Abilities Requirements: Strong presentation skills, both verbal and written communications Current state License required Bachelor's degree preferred plus 2+ years of related experience Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems Demonstrates firm's core values, exuding behavior that is aligned with corporate culture PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution. Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations. Manage all policy activity aspects of assigned accounts Present risks to the insurance marketplace for quoting, as needed Communicate clear expectations to the client regularly, professionally, and proactively. Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues. Conduct effective enrollment meetings, as needed with prepared collateral Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client. Cultivate strong relationships with clients and insurance company partners Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership The starting pay is $85,000 annually. Salary is negotiable upon time of hire. #LI-SB1 #LI-HYBRID IND1 Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Responsibilities Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: * You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve * You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges * You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions * You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) * You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: * Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: * Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational * Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 * Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration * Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas * Manage client engagement staffing, billings/collections, and ensure client profitability targets are met * Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue * Invest in your professional development individually and through participation in firm wide learning and development programs * Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals * Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: * Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirable * CPA or JD required * Eight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firm * Five (5)+ years' of supervisory experience, mentoring and counseling associates * Demonstrated management, analytical, organization, interpersonal, project management, communication skills * Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects * Highly developed software and Microsoft Suite skills * Eligibility to work in the U.S. without sponsorship preferred The compensation range for this role is $145,000 to $257,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed 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 Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Assistant Client Manager takes on meaningful, technical tasks for the client management team. In this fast-paced, deadline driven environment, this role provides essential administrative support to the Client Managers. LOCATION: Rancho Cordova - Role must work in-office 3 days a week WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): * Works with Client Managers in the ESPI Programs Division to efficiently and effectively service clients. * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; * Process Certificates of Insurance, endorsements, order loss runs and other items related to the servicing of client accounts in a timely and accurate manner; * Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes; * Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity; * Other duties may be assigned. Marketing * Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies; * Knowledge and experience with a variety of carrier on-line systems, including but not limited to BHHC, ICW, SCIF, AMTrust * Provide technical support in the sales process as needed * Other duties may be assigned. Personal and Organizational Responsibilities * Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities; * Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts; * Maintain documentation and records; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Other duties may be assigned. WHAT YOU'LL BRING: EDUCATION and/or EXPERIENCE: * High school diploma or G.E.D. equivalent. One or four years of college or related experience; or equivalent combination of education and experience. * Full knowledge of multi-line Property & Casualty insurance products and services. * Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. * Sagitta Agency Management System and/or PaperWise software experience a plus. Experience with paperless procedures preferred. * Proficiency with a variety of Microsoft Office computer software applications in word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: * Valid Property & Casualty Insurance license. COMPENSATION: The national average hourly rate for this role is $25.64 - $33.33 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-AT1 #LI-Hybrid (3217)