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Relationship manager jobs in Arizona

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  • Neuroscience Account Manager - Psychiatry - Phoenix East, AZ

    Lundbeck 4.9company rating

    Relationship manager job in Phoenix, AZ

    Territory: Phoenix East, AZ - Neuroscience - Psychiatry Target cities for territory are Phoenix and Scottsdale - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fountain Hills to Tucson Estates, Tanque Verde, and South Tucson. Apache Junction, Florence, San Tan Valley, and Oracle to Paradise Valley, Scottsdale, Tempe, Maricopa, and Stanfield. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Neuroscience Account Manager, you lead the promotion of our psychiatry portfolio to Psychiatrist and Institutional Accounts such as community mental health centers and hospitals, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Neuroscience Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 4+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Demonstrated skills at building and maintaining professional relationships with key customers, office staff and others in the customer influence network Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in calling on customers at a variety of call points, including offices, community mental health centers and hospitals Sales experience with buy & bill/injectable products Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $125,000 - $145,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
    $125k-145k yearly 4d ago
  • Client Solutions Partner

    Edgecore Digital Infrastructure

    Relationship manager job in Mesa, AZ

    EdgeCore Digital Infrastructure serves the world's largest cloud and internet companies with both ready-for-occupancy and build-to-suit data center campuses that are designed for density. Privately held and backed by committed equity to fund an aggregate amount of over USD $16.5 billion in development, EdgeCore enables hyperscale Client requirements by proactively investing in regions that provide the land and power necessary to support and scale AI and cloud technology. While working thoughtfully with the communities in which we do business, our data center campuses are built at scale to meet key performance specifications, safety metrics and sustainability objectives. EdgeCore has data center campuses in five North American markets with plans to expand. For more information, please visit edgecore.com. Career Opportunity EdgeCore is hiring our first Client Solutions Partner to own a hyperscale client relationship end-to-end. You'll be the bridge between operations, construction, engineering, and security teams - translating technical complexity into clear executive communication and ensuring a world-class client experience across our Mesa and Santa Clara campuses. You need deep data center operational knowledge-but your job is client partnership, not running the facility. Reporting directly to the VP of Client Experience and based in Mesa, AZ with regular travel to Santa Clara, CA you'll own one hyperscale client relationship across those campuses. This isn't a support role-you're a strategic partner to both the client and EdgeCore leadership. What you build here becomes the foundation for how EdgeCore scales client experience across a growing hyperscale portfolio. This role is dynamic and unpredictable. Last-minute client requests, after-hours incidents, surprise audits-it's all part of the job. If you thrive on variety, stay calm under pressure, and can navigate tough conversations with grace, you'll excel here. Own day-to-day relationship for a hyperscale client across two campuses, engaging everyone from field technicians to C-suite executives Deliver quarterly business reviews that demonstrate value and drive strategic conversation Translate complex technical data into clear, executive-ready communications Influence cross-functional teams and resolve conflict diplomatically Advocate for the Client while balancing EdgeCore's operational priorities Craft executive-ready communications during incidents with clear, calm messaging Lead post-incident reviews and identify improvements proactively Act as first escalation point, make real-time decisions during critical issues, provide after-hours or weekend support when required Manage site vendors: landscaping, janitorial, pest control, gates, parking, building upkeep Plan and execute client events: cookouts, site tours, VIP visits Resolve unexpected issues that keep facilities running smoothly Partner with Core Operations and Accounting teams with power billing activities Track and report PUE, load factors, cost per kW Ensure accurate client billing and resolve discrepancies with finance and operations teams Develop SOPs, EOPs, operational runbooks, and RACI matrices Define and document the Client Solutions Partner operating model to scale across EdgeCore's portfolio Support Ready for Service (RFS) milestones for client expansions Lead client onboarding: site tours, systems training, operational integration Track contractual SLAs and KPIs across both facilities, address performance gaps proactively Coordinate with legal/commercial teams on contract amendments Your Experience and Qualifications 3-5 years hands-on data center operations experience, including power, cooling and controls systems. 3+ years managing hyperscale or enterprise client relationships in technical capacity. Skilled in building trust and managing relationships across field technicians, clients, and executive stakeholders; adept at reading people, adapting communication, and de-escalating conflict. Proven ability to stay calm and effective under pressure with an ownership mindset in dynamic environments. Proficient in interpreting single-line diagrams across electrical, mechanical, controls, security, fire/life safety, and telecom systems. Strong understanding of N+1 redundancy, EPMS/BMS/DCIM data, and data center power, cooling, and controls fundamentals. Experience with interval meter data, capacity analysis, and load forecasting across multiple facilities. Demonstrated multi-site client and stakeholder management, from daily operations through executive engagement. Familiar with data center lease structures, SLAs, and KPIs (uptime, PUE, capacity utilization, cost per kW). Experience with utility billing reconciliation, invoice validation, and cost allocation. Skilled in interpreting lease agreements and managing SLA provisions, billable items, and service commitments. Advanced Excel capabilities (pivot tables, financial modeling, data visualization). Proficient in CRM, ticketing, and workflow platforms; PMP/CAPM certification preferred. Ability to influence without authority, build scalable systems, and define “great” in new or evolving roles. What We Offer This is a full-time salaried position, including a performance-based annual bonus as well as equity compensation. Base pay range: $140,000 - $175,000 annually depending on experience. This role currently requires in office or on-site presence four days per week at our Mesa, AZ location. Travel required up to 20%. Based in Mesa, AZ (four days/week on-site required) with ~15-20% travel to Santa Clara, CA. Medical, dental & vision insurance coverage. Health & Dependent Care Flexible Spending Accounts (FSAs), Health Savings Account (HSA). 3 weeks of PTO annually, plus 11 paid holidays. Company-paid life insurance & disability insurance. Company sponsored employee assistance and discount programs. 401(k) retirement savings plan with a company contribution.
    $140k-175k yearly 3d ago
  • Compliance Account Manager

    Repscrubs

    Relationship manager job in Phoenix, AZ

    CANDIDATE MUST BE LOCATED IN PHOENIX, AZ OR THE SURROUNDING AREAS The Compliance Account Manager (CAM) is a field-based role responsible for managing compliance performance, strengthening hospital relationships, and driving the successful execution of the RepScrubs Compliance Improvement Plan (CIP) across a designated U.S. region. CAMs serve as the primary compliance partner for hospitals, national vendor teams, corporate accounts, and internal stakeholders. This role ensures consistent onboarding, behavioral improvement, vendor visibility, and operational alignment across facilities nationwide. The CAM helps protect existing business, drive expansion within health systems, and supports Sales with regional insights and reference-building. Key Responsibilities: · Lead Compliance Performance: Monitor, analyze, and improve compliance trends across assigned hospitals and health systems, using the RepScrubs Compliance Improvement Plan (CIP). · Strengthen Hospital Partnerships: Serve as the primary account liaison for hospital leadership, ensuring consistent communication, alignment, and satisfaction. · Drive Vendor Behavior Improvement: Support vendor teams with education, onboarding, and corrective action to improve compliance, visibility, and adherence to hospital requirements. · Support Vendor Corporate Teams: Collaborate with major vendor partners in designated area to ensure vendor participation, accurate data collection, compliance tracking, and engagement at all RepScrubs locations in the region. · Execute Field-Based Engagement: Conduct facility visits, compliance education, and performance reviews; identify risks, opportunities, and areas for operational refinement. · Deliver Reporting & Insights: Present compliance trends, root-cause analyses, and recommendations to hospitals, health systems, and internal leadership. · Partner with Sales & Growth Initiatives: Provide regional intelligence, success metrics, and reference-building to support Sales in renewals, expansions, and new opportunities. · Ensure Operational Alignment: Coordinate with Customer Service, Operations, IT/Dev, Sales, and Compliance teams to resolve issues quickly and maintain seamless customer experience. · Protect and Expand Business: Identify gaps in compliance, escalate risks early, and implement mitigation plans that strengthen partnerships and support long-term retention. · Champion RepScrubs Culture & Standards: Maintain excellence in communication, documentation, professionalism, and customer advocacy across all interactions. Qualifications: · 3-5+ years of experience in account management, client success, healthcare operations, or a similar customer-facing role. · Experience working with hospitals, clinical teams, or healthcare vendors is strongly preferred. · Strong interpersonal skills with the ability to build trust and maintain long-term relationships. · Excellent written and verbal communication skills, with confidence presenting to executive teams. · Proven ability to interpret data, identify trends, and translate insights into actionable recommendations. · Proficiency in Excel and data-tracking tools is required; experience with CRM platforms and reporting tools (PowerBI preferred). · Strong organizational skills with the ability to manage multiple accounts, priorities, and deadlines. · Demonstrated ability to resolve issues quickly and manage escalations professionally. · Self-directed and highly reliable, with the ability to work independently in a field-based environment. · Experience supporting process improvement or operational optimization initiatives. · Ability to coordinate and communicate effectively across internal teams · Personable, customer-focused, and able to navigate sensitive conversations with diplomacy and professionalism. · High level of discretion, judgment, and accountability. · Willingness to travel within assigned region, when required. Locations and expectations: This role is designed to be remote but requires occasional travel to the Corporate Office in Sanford, FL, as well as other locations within the designated area, on specified dates with advance notice. Benefits: · Medical · Dental · Vision · Flexible Spending Account (FSA) · Life Insurance · Roth or traditional 401(k) · NexGenEAP Wellness Program · Personal Time Off (vacation) The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $47k-83k yearly est. 21h ago
  • Wholesale Sales Manager

    Origami Owl 4.6company rating

    Relationship manager job in Gilbert, AZ

    Wholesale Sales Manager Department: Sales / Wholesale Reports To: VP of Sales / CEO Status: Full-Time | Exempt At Origami Owl, we believe every piece tells a story-and every story has the power to inspire. From beautifully designed jewelry to heartfelt gifting moments, our mission is to help others look good, feel good, and do good. Position Overview The Wholesale Sales Manager is responsible for driving the growth and expansion of the company's wholesale channel through proactive outreach, strategic key account development, and high-volume relationship management. This role leads all wholesale retail accounts, attends major industry trade shows, and handles a significant pipeline of outbound and inbound sales opportunities through phone calls, Zoom meetings, and in-person conversations. This is a high-impact, high-visibility position for a sales professional who is motivated by revenue, enjoys building systems from scratch, and wants to play a foundational role in scaling the wholesale division. Year-one on-target earnings exceed $100,000+ with unlimited upside through a competitive commission structure. The ideal candidate is ambitious, relationship-driven, and excited to help build the processes, scripts, and playbooks that will support future team growth. Key Responsibilities Wholesale Account Management Build, manage, and grow relationships with wholesale retail partners: both existing and prospective. Oversee onboarding, account setup, ordering process, merchandising support, and ongoing communication. Ensure retailers are properly stocked, trained, and equipped with marketing materials and sell-through strategies. Monitor account performance and proactively provide strategic recommendations to improve outcomes. Establish and Manage Key Accounts Sales & Revenue Growth Develop and implement wholesale sales strategies to achieve aggressive monthly, quarterly, and annual revenue goals. Conduct regular phone and Zoom sales calls with retailers to present new collections, secure reorders, and close new accounts. Develop seasonal sales plans, promotional programs, and reorder cycles that drive consistent volume. Track KPIs, report performance trends, and adjust sales tactics to accelerate growth. Negotiate pricing, terms, and contracts where needed. Lead Generation & Business Development Identify, pursue, and secure new retail partners to expand the wholesale business nationally and internationally. Conduct structured outbound outreach (phone, email, Zoom) to build a strong pipeline of potential accounts. Maintain and update CRM pipelines with notes, tasks, and next-step activities. Execute systematic follow-up-multiple touchpoints per lead-to convert interest into confirmed orders. Expected activity metrics: 50-100 outbound touchpoints per week (calls, emails, follow-ups) Consistent weekly Zoom meetings with new and existing accounts Structured follow-up cycle after trade shows, samples, and outreach campaigns Trade Shows & Industry Events Plan, coordinate, and execute wholesale presence at industry trade shows, buying markets, and regional events. Serve as the primary storefront sales leader-sharing the collection, securing orders, and fostering long-term relationships. Conduct pre-show prospecting, scheduling, and outreach to maximize booth traffic. Complete all post-show follow-up through calls, emails, and Zoom meetings to convert leads into purchase orders. Expected travel: 8-12+ trade shows or industry events per year, depending on seasonality and growth goals. Collaboration & Internal Alignment Partner with logistics, product development, marketing, and finance teams to align on inventory, launches, product releases, and wholesale needs. Communicate retailer feedback and market insights to support forecasting, design direction, and assortment planning. Provide training and support to retail partners to enhance storytelling, merchandising, and sell-through. Qualifications 3-5+ years of experience in wholesale account management or B2B sales (fashion, accessories, lifestyle, or consumer goods preferred). Strong outbound sales skills with experience closing business over phone and Zoom. Proven track record of exceeding sales targets and growing revenue channels. Comfortable attending and selling at trade shows, events, and markets. Strong presentation, negotiation, and relationship-building capabilities. Proficiency with CRM tools (GoHigh Level, Hubspot, or similar). Organized, self-driven, and capable of managing a large pipeline of accounts. Willing to travel 20-40% of the time for trade shows and retailer visits. Compensation & Opportunity Base Salary + Competitive Commission Structure Year-One Expected Earnings: $100,000+ (OTE with no cap) Opportunity to help design and build the wholesale sales infrastructure, including CRM workflows, scripts, processes, and future hiring standards. High upside for long-term growth as the wholesale division scales into a larger sales team. Success in This Role Looks Like ✔ Consistent month-over-month revenue growth ✔ Top accounts nurtured and actively reordering ✔ Strong pipeline of new wholesale partners added each quarter ✔ High trade show ROI through bookings and follow-up conversions ✔ Efficient systems created to support future team expansion ✔ Improved wholesale sell-through and retailer engagement Perks Comprehensive medical, dental, and vision coverage Paid volunteer hours through the Giving Goodness Foundation™ Team discounts on all Origami Owl jewelry and collections Our Promise · At Origami Owl, you'll be part of a brand built on purpose, creativity, and connection. Together, we design more than jewelry-we design moments that matter. 💖
    $100k yearly 3d ago
  • Sales Manager

    Camelback Roofing

    Relationship manager job in Phoenix, AZ

    We are looking for a driven and experienced Sales Manager to lead and expand our roofing sales team. This role is crucial in ensuring that our company continues to provide top-quality service to homeowners while driving consistent revenue growth. The Sales Manager will oversee the sales cycle from prospecting through project completion, with a strong focus on the unique demands of roofing projects and insurance claim processes. Key Responsibilities Leadership & Team Management Lead, train, and mentor Sales Representatives to ensure they master all phases of the roofing sales cycle, including inspections, estimates, insurance claim handling, and client communication. Conduct regular field training on door-knocking, roof damage identification, claim presentation, and homeowner education. Set individual and team sales goals, track KPIs (contracts signed, claims approved, production closed), and hold the team accountable. Organize weekly meetings to review active projects, pipeline progress, insurance documentation, and strategy improvements. Roofing Sales & Insurance Expertise Guide the team in identifying storm-related roof damage and documenting it properly (photos, notes, inspection forms). Oversee the preparation and submission of insurance claims, supplements, and estimates to ensure accuracy and compliance. Support reps in working with adjusters, supplement departments, and insurance companies to maximize claim approvals. Assist in resolving denied claims by providing supplemental evidence, documentation, or escalation when needed. Ensure all documentation (scope of loss, master notes, adjuster communication, supplements) is accurately uploaded into the CRM. Operational Oversight Monitor client files to ensure all contracts, estimates, supplements, and insurance approvals are processed on time. Collaborate with production managers to ensure smooth transition from sales to installation, with complete documentation before scheduling. Verify that every signed project includes a finalized master note, inspection photos, and insurance paperwork to avoid delays. Ensure compliance with safety, legal, and company guidelines across all sales operations. Customer & Market Growth Build strong homeowner relationships by ensuring consistent updates throughout inspections, claims, and roof installation. Develop neighborhood canvassing campaigns following storms or insurance activity. Implement strategies for securing online reviews, testimonials, and referrals. Analyze roofing market trends, insurance regulations, and competitor activity to refine company strategies. Requirements Proven experience as a Sales Manager, preferably in roofing, construction, or exterior restoration. Deep knowledge of roofing systems (shingles, tile, metal, flat) and insurance claim processes (ACV vs. RCV, depreciation, supplements). Strong leadership skills, with the ability to coach reps in field inspections, claim submissions, and closing homeowners. Excellent communication, negotiation, and conflict resolution skills with homeowners, insurance adjusters, and team members. Familiarity with roofing CRMs and digital tools such as Sunbase, Acculynx, Knockbase, Calendars, and Discord. Bilingual (Spanish/English) preferred. Reliable transportation and willingness to be in the field to support door-knocking campaigns, inspections, and installations. High attention to detail and accountability for accurate project documentation. Schedule Monday to Friday: 8:00 AM - 6:00 PM (Tuesdays off). Saturdays: 9:00 AM - 3:00 PM, supporting door-to-door campaigns and team fieldwork as needed. Payment: Base Salary (40K - 55K) + Commisions based on sales.
    $44k-86k yearly est. 2d ago
  • Regional Relationship Manager

    Lessen 3.9company rating

    Relationship manager job in Scottsdale, AZ

    Lessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago. Job SummaryThe Regional Relationship Manager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability. Responsibilities· Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.· Provide supporting data and analytics to ensure informed decisions are made when choosing vendors· Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis· Uncover/understand client objectives, challenges and needs by performing regular client needs assessments· Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships · Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. · In project checks pre & post with focus on Quality Control. · Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. · Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization· Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership· Perform work under general supervision; carefully reviews the details and accuracy of work performed · Travel expected up to 40% of the time· Performs ad-hoc projects and other duties as assigned Role Specific Skills· Computer Skills: Microsoft Word, Excel, PowerPoint, · System Experience: Reno Walk, Scopesy, etc QualificationsMinimum Qualifications· High School Diploma or greater · 4 years of experience in Construction, Quality Control, Customer Service, or similar Why Lessen:· Competitive compensation· Health, Dental, Vision, Life, Disability options· 401K retirement savings plan· Paid vacation, federal and floating holidays· Maternity/Paternity Pay· Career advancement opportunities· All the tools you'll need to be successful Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
    $65k-102k yearly est. Auto-Apply 4d ago
  • Associate Client Manager - Analytics

    Sourcepro Search

    Relationship manager job in Arizona

    SourcePro Search is conducting a search for an Associate Client Manager, for a leading marketing and information company. In this role you will provide valuable insight and recommendations to support your client's strategic marketing and sales initiatives. You will build a relationship with your client as a valued business partner ensuring servicing requirements meet or exceed client expectations. This position offers a competitive salary, great benefits package and growth opportunities. Responsibilities: Consult with clients to identify our assets that best address their strategic initiatives. Build and maintain ongoing business partner relationships with research, marketing and other client functional departments. Conduct analyses to address client business issues using contracted services (such as scanner and consumer panel data). Make high impact presentations to influence client actions. Contribute to development of team objectives to deliver measureable client value. Conduct training with client associates regarding our products and services. Make capabilities presentations to comparable level client contacts Qualifications: Bachelor's degree required; Master's degree a plus 3-4 years of experience in the Consumer Packaged Goods industry is a must Proficient in data analysis using IRI scan/ consumer panel data and associated tools Demonstrated ability to write proposals and make small group presentations Strong analytic and problem-solving skills Strong communications and influencing skills Ability to think and apply knowledge creatively Manage multiple projects efficiently ****************************
    $70k-116k yearly est. 60d+ ago
  • Commercial Relationship Manager

    Sunflower Bank, N.A 4.3company rating

    Relationship manager job in Scottsdale, AZ

    Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for self-motivated, well-rounded Commercial Relationship Managers looking to create possibility for their customers. We have the people, the platform, and the reach that will launch success for those who want to get business across the goal line. Successful Bankers in our organization have a confident tenacity in relationship building, strong personal brands and consistently generate business. If you bring the passion, we provide the team, the thriving environment, and the support to bring out the best in you! Description: The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy. Responsibilities: Responsible for expanding, managing and optimizing a portfolio of commercial clients. Lead and Participate acquisition and documentation of loan and deposit transactions. Coordinate the completion of credit applications and credit administration. Properly structure and price loan, deposit and TM transactions/relationships. Present credit requests to senior management and/or the company's Loan Committee for review and approval. Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel. Respond to referrals from senior management and others. Actively participate in new business development programs and acquire new clients Interview commercial loan and deposit applicants. Structure and analyze new and renewed loan requests and make loans within lending authority. Close loans and new deposit relationships. Complete file documentation. Monitor compliance with loan policies and appropriate regulations. Work with credit to assign appropriate risk grades to loans and relationships. Collect past due loans, unless assigned to the centralized collectors. Handle customer service matters and inquiries for lending and non-lending issues. Send financial statements to the credit analysts for spreading and analysis. Monitor and evaluate the performance of direct reports. Provide informal training and guidance for less experienced lenders. Participate in community activities and organizations. Refer appropriate banking opportunities to other departments and personnel. Cross sell all company products and services. Education / Experience Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master's Degree or MBA preferred. 5+ years of account relationship management experience. 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred. 5+ years of relationship management experience around deposits and TM Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. Experience in structuring and pricing loan, deposit and TM relationships. Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:
    $67k-100k yearly est. 27d ago
  • Commercial Relationship Manager

    Sunflower Financial Inc.

    Relationship manager job in Scottsdale, AZ

    At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for self-motivated, well-rounded Commercial Relationship Managers looking to create possibility for their customers. We have the people, the platform, and the reach that will launch success for those who want to get business across the goal line. Successful Bankers in our organization have a confident tenacity in relationship building, strong personal brands and consistently generate business. If you bring the passion, we provide the team, the thriving environment, and the support to bring out the best in you! Description: The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy. Responsibilities: Responsible for expanding, managing and optimizing a portfolio of commercial clients. Lead and Participate acquisition and documentation of loan and deposit transactions. Coordinate the completion of credit applications and credit administration. Properly structure and price loan, deposit and TM transactions/relationships. Present credit requests to senior management and/or the company's Loan Committee for review and approval. Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel. Respond to referrals from senior management and others. Actively participate in new business development programs and acquire new clients Interview commercial loan and deposit applicants. Structure and analyze new and renewed loan requests and make loans within lending authority. Close loans and new deposit relationships. Complete file documentation. Monitor compliance with loan policies and appropriate regulations. Work with credit to assign appropriate risk grades to loans and relationships. Collect past due loans, unless assigned to the centralized collectors. Handle customer service matters and inquiries for lending and non-lending issues. Send financial statements to the credit analysts for spreading and analysis. Monitor and evaluate the performance of direct reports. Provide informal training and guidance for less experienced lenders. Participate in community activities and organizations. Refer appropriate banking opportunities to other departments and personnel. Cross sell all company products and services. Education / Experience Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master's Degree or MBA preferred. 5+ years of account relationship management experience. 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred. 5+ years of relationship management experience around deposits and TM Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. Experience in structuring and pricing loan, deposit and TM relationships. Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
    $62k-99k yearly est. 60d ago
  • HOA Relationship Manager

    Servbank

    Relationship manager job in Phoenix, AZ

    Requirements Bachelor's degree in finance, Business Administration, Economics, or a related field. Minimum of 5 years of experience in Deposit and Treasury Management Sales or related fields; equivalent combination of education and experience will be considered. Knowledge of state and federal banking regulations, operational policies, and the Bank's products and services. Strong verbal, written, and interpersonal communication skills. Ability to solve complex problems in non-standardized situations. Self-motivated with the ability to work independently and collaboratively. Experience with CRM tools such as Sales Force preferred. EEO Statement: We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
    $63k-99k yearly est. 60d+ ago
  • Onboarding/Relationship Manager

    Labur Professional Staffing

    Relationship manager job in Scottsdale, AZ

    We respectfully request that 3rd parties refrain from contacting us regarding this posting. LABUR is partnering with a client to strengthen one of the most critical phases in their growth strategy: onboarding new RIA and advisory firm clients onto their platform. This initiative focuses on ensuring that transitions are not just smooth, but confidence inspiring, laying the foundation for enduring relationships and long-term success. The Onboarding Manager will lead this effort as a strategic project driver and trusted consultant, transforming complex onboarding processes into streamlined experiences that build trust and momentum. By combining process expertise with relationship management, this engagement addresses a key business need: creating scalable, repeatable onboarding that accelerates adoption and deepens client loyalty. Responsibilities: * You'll serve as the primary point of contact for onboarding new firms and advisors, ensuring every piece of the transition is coordinated, timely, and aligned with client expectations. From custodial setup to performance reporting integrations, you'll make the process feel less like a project and more like a partnership. * Managing the end-to-end onboarding process for new advisory firms, partnering with internal teams across operations, trading, product, and compliance. * Coordinating directly with custodians to ensure smooth transfers, clear communication, and minimal disruption. * Building detailed project plans and timelines to keep transitions on track and clients well-informed at every stage. * Providing hands-on guidance to new clients around systems, workflows, and best practices for platform adoption. * Supporting integration and setup on performance reporting tools such as Orion, Tamarac, Black Diamond, or Addepar. * Proactively identifying and resolving potential issues that could impact timelines or client satisfaction. * Helping evolve and refine onboarding processes to enhance efficiency, scalability, and the overall client experience. * Creating a launch experience that builds trust and reflects our client's values of clarity, collaboration, and reliability. Qualifications: * 4-5+ years of experience in onboarding, implementation, or client operations, preferably within wealth management, fintech, or a custodial environment. * Deep familiarity with advisor workflows, investment products, and custodial procedures. * Excellent project management skills, organized, detail-oriented, and able to lead timelines across multiple stakeholders. * Strong interpersonal and communication abilities, calm under pressure and able to translate complexity into clarity. * A collaborative, proactive mindset with a focus on delivering smooth and successful client transitions. * Bonus: Experience with CRM migrations, performance reporting integration, or transitioning books of business. * Bachelor's degree or equivalent relevant work experience is required. Compensation: $85,000 per year - Dependent on fit and experience.
    $85k yearly 3d ago
  • ESOP Advisory Principal Relationship Manager

    W.F. Young 3.5company rating

    Relationship manager job in Chandler, AZ

    About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations Required Qualifications: 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 3+ years of ESOP related sales or advisory experience Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) Completion of formal credit training program Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management Demonstrated experience working collaboratively to deliver the organization to clients and prospects Demonstrated experience generating new client relationships, building and retaining long-term client relationships Experience identifying and mitigating risk, ensuring compliance with processes and procedures Excellent verbal, written, and interpersonal communication skills Job Expectations: This position is not eligible for Visa sponsorship This position offers a hybrid work schedule Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. Compliance with state law registration and licensing requirements is mandatory. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Travel: Ability to travel up to 50% of the time Location: 2700 S Price Road - Chandler, Arizona 85286 333 Market Street - San Francisco, California 94105 10 South Wacker Street - Chicago, Illinois 60606 299 South Main Street - Salt Lake City, Utah 84111 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 600 South 4th Street - Minneapolis, Minneapolis 55415 401 Las Colinas Boulevard West - Irving, Texas 75039 114 North Beaumont Street - Saint Louis, Missouri 63103 1300 Southwest 5th Avenue - Portland, Oregon 97201 999 3rd Avenue - Seattle, Washington 98104 333 South Grand Avenue - Los Angles, California 90071 None Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $69k-91k yearly est. Auto-Apply 17d ago
  • Relationship Manager

    ECG Resources 4.3company rating

    Relationship manager job in Phoenix, AZ

    We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range) Manage client engagements with the goal of developing complex wealth planning solutions and strategies Emphasis on high-touch client service and deep technical planning Extensive opportunity to take on new responsibilities and advance within the organization First point of contact with clients Requires 12+ years' of comprehensive wealth planning experience for UHNW clients Advanced degrees or professional designations are a plus ~Relocation Assistance Available~
    $60k-94k yearly est. 60d+ ago
  • Executive Relationship Manager

    Adpcareers

    Relationship manager job in Tempe, AZ

    ADP is hiring an Executive Relationship Manager. In this position you will develop and enhance strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. He/She possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. This person identifies new service and/or product opportunities and coordinates as necessary with Sales. They act as a liaison between the client and ADP, serving as an internal client advocate. Includes approximately 30-40% travel. . RESPONSIBILITIES: Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. Is introduced to the client during the implementation process. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners. Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.). Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners. Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.). Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning. Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products.
    $62k-98k yearly est. 2d ago
  • Executive Relationship Manager

    Blueprint30 LLC

    Relationship manager job in Tempe, AZ

    ADP is hiring an Executive Relationship Manager. In this position you will develop and enhance strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. He/She possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. This person identifies new service and/or product opportunities and coordinates as necessary with Sales. They act as a liaison between the client and ADP, serving as an internal client advocate. Includes approximately 30-40% travel. . RESPONSIBILITIES: Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. Is introduced to the client during the implementation process. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners. Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.). Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners. Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.). Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning. Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products.
    $62k-98k yearly est. 2d ago
  • Relationship Manager-Payments-Vice President

    JPMC

    Relationship manager job in Tempe, AZ

    You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Payment Facilitator clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services to support these sophisticated providers that offer diverse payment methods and flexible payout solutions. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships and related third party vendors that support the relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, cross-selling value-added services, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities: Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment. Required qualifications, capabilities and skills: 8 + years of experience within a strategic relationship management role, business development role; or technology related experience Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients Experience and comfort level working with C-suite level client stakeholders Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners Demonstrated ability to work across cultures with internal teams and external clients Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills Travel required-25% Preferred qualifications, capabilities and skills: Bachelor's degree or equivalent experience; MBA desired Expertise in specialized industries such as, with other financial institutions, payment facilitators, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus 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.
    $62k-98k yearly est. Auto-Apply 60d+ ago
  • Consulting Actuary/ Client Relationship Manager

    Ccg Business Solutions 4.2company rating

    Relationship manager job in Phoenix, AZ

    CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client Relationship Manager Job Description ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices. The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region. The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include : Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Innovation of the client deliverable and industry presence, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry, Applying an understanding of complex actuarial concepts, methods and applications, Collaborating with others at Segal to build and maintain effective and influential client relationships, and Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market. The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. Qualifications Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment, Minimum of an undergraduate degree, Minimum ASA accreditation (FSA preferred), Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Demonstrated success as a relationship builder/collaborator, Demonstrated experience and success in managing client relationships, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and Ability and interest to travel as needed to meet with clients and prospects. Additional Information Base Salary - USD $121,000-$180,000 Plus opportunity for a discretionary performance bonus based on company profitability and employee performance Our highly competitive compensation package and outstanding benefits All your information will be kept confidential according to EEO guidelines.
    $121k-180k yearly 5h ago
  • Data Relationship Manager

    Lancesoft 4.5company rating

    Relationship manager job in Phoenix, AZ

    We are seeking a highly motivated and detail-oriented Data Relationship Manager to join our team. This position plays a critical role in identifying, documenting, organizing, and integrating business data into our enterprise systems. The ideal candidate will bridge the gap between business operations and data stewardship, ensuring data integrity and usability to support effective data asset oversight. Key Responsibilities Data Identification & Documentation: Collaborate with business units to identify critical data elements required for facilities, HR, operations and enterprise asset management. Document data sources, definitions, and workflows in a structured and accessible format. Data Ontology & Semantics: Drive the development and maintenance of data ontology frameworks to ensure consistent data definitions and relationships across the organization. Collaborate with stakeholders to align business concepts with technical metadata, enabling semantic clarity and interoperability across systems. Data Integration: Collaborate with technical teams to structure and integrate business data across enterprise systems, ensuring consistency, accuracy, and completeness regardless of platform or technology stack. Workflow Support: Assist the business in understanding the data collection and maintenance processes, including mapping workflows to support operational and strategic asset management needs. Reporting & Configuration: Collaborate with stakeholders to define and develop reporting requirements. Support the identification and configuration of application settings that align with asset management goals. Data Governance & Quality: Champion data quality standards and contribute to data governance practices. Monitor data integrity and coordinate with relevant teams to address discrepancies or gaps. Stakeholder Engagement: Act as a liaison between business users, IT, and asset management teams to align data needs with system capabilities and organizational objectives. Continuous Improvement: Recommend enhancements to data management processes and asset tracking methodologies based on evolving business needs. Qualifications Bachelor's degree in Information Systems, Business, Data Management, or related field;equivalent experience considered. 3+ years of experience in data management, business analysis, ERP, CRM, or HRM systems. Deep understanding of semantic web technologies, including knowledge of RDF, OWL, SKOS, SPARQL, and related standards. Experience with metadata standards (e.G., ISO 11179) and tools. Strong understanding of data modeling, data lifecycle, and workflow documentation. Familiarity with asset management, CRM, ERP or HCM platforms is a plus. Proficient in reporting tools and database querying Ability to define and enforce data definitions, lineage, and usage standards. Excellent communication skills with the ability to translate technical concepts for non-technical stakeholders. Strong ability to abstract and organize complex data relationships. Certifications (Optional but Valuable) DAMA Certified Data Management Professional (CDMP) TOGAF (for enterprise architecture) Certified Knowledge Manager (CKM) Linked Data or Semantic Web certifications
    $63k-91k yearly est. 13d ago
  • Senior Director/Director, Client Partner

    Rxvantage

    Relationship manager job in Phoenix, AZ

    At RxVantage we transform how medical practices engage with life sciences resources and expertise to improve patient care. Our platform intelligently connects healthcare providers with the precise life sciences experts that they need, when they need them. As a result, medical practices stay on the cutting edge of patient care without disrupting workflows. Trusted by tens of thousands of practitioners and every leading life sciences company, RxVantage powers millions of meaningful connections between healthcare teams and industry experts. Location: Our “Work from Anywhere” philosophy is aimed at making sure we bring a diverse range of thought leadership so that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment where they can do their best work. Position Overview: We're looking for a proven Client Services leader to join our rapidly growing Life Sciences team. This is a critical role as RxVantage continues to expand its position as a trusted, strategic partner to leading life sciences companies. The ideal candidate brings deep experience working with Life Sciences organizations and strong relationships across Commercial functions (Sales, Marketing, Innovation, and more). They will make an immediate impact by leveraging this network, engaging key stakeholders, and driving measurable outcomes across their portfolio of accounts. To succeed in this role, you must thrive in a fast-paced, high-growth environment, welcome change, and bring the drive to deliver outstanding results for yourself and for RxVantage. What you'll be doing: Own and grow a portfolio of 15-20 life sciences enterprise accounts, ensuring clients view RxVantage as a trusted, strategic partner. Drive client success by proactively meeting known needs, uncovering new opportunities, and ensuring a consistently high level of satisfaction. Lead strategic account planning, aligning on client priorities, challenges, and goals while collaborating closely with Business Development to identify expansion opportunities. Identify and engage priority stakeholders across functions to drive adoption/usage, growth, and long-term success. Drive retention and growth by owning and managing pipeline, advancing opportunities, and creating strategic account plans and proposals in partnership with Business Development. Own and guide renewal conversations with clients, overseeing the full renewal process to ensure retention across your book of business. Lead and develop direct reports, providing coaching, feedback, and direction to ensure they deliver on client strategies and growth plans. Track impact and performance by monitoring KPIs for both client outcomes and team success, ensuring retention and growth targets are met. Partner cross-functionally with Business Development, Strategy, Operations, & Product teams to deliver a seamless, end-to-end client experience. Stay ahead of industry trends, bringing insights back to clients and the team to strengthen relationships and elevate the value RxVantage provides. Collaborate with Client Partners across accounts to share best practices, leverage collective expertise, and strengthen team capabilities. What you should have: Incredibly high ethical standards and a deep understanding of the importance of ethics and compliance in the life sciences industry. 15+ years of Client Service/Success experience managing enterprise relationships and selling into life science companies. Proven ability to build trust quickly with prospects and clients, and to cultivate lasting, strategic business partnerships. Strong strategic and analytical mindset, with expertise in interpreting metrics and turning insights into action. Exceptional business acumen, with the ability to assess client needs, uncover opportunities, and drive growth. Outstanding communication skills (written, verbal, and presentation), with the ability to influence at all levels. Experience with CRM (Salesforce or equivalent) to manage pipeline and client activity. Proven track record developing and executing complex strategies for life sciences clients. Experience with cross-functional implementation teams, ensuring successful execution and measurable outcomes. Benefits: Competitive Salary 100% Company-Paid Premiums for Employee's Medical Health (HDHP 4500), Vision, and Dental Plans + $4,400 company sponsored contribution into an HSA Short-term and Long-term Disability Life Insurance 401k Matching Work from Anywhere within the US Flexible PTO 100% Paid Parental Leave Post-Parental Leave Program - $5k stipend to assist with expenses, 4 week 100% paid “Ease-Back” return to work transition period Charitable donation matching Location: Our “Work from Anywhere” philosophy is aimed at making sure that we recruit a diverse range of thought leadership to ensure that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment within the U.S. where they can do their best work. About Our Organization: At RxVantage, we're a small company with a big mission: to connect healthcare providers with the right life science experts and resources they need, exactly when they need them, to improve patient care. We've built a software platform that's changing the way providers learn about the latest medical advancements and technologies. Every year, our platform powers over 1 million educational exchanges between medical practices and life science companies, making it easier for them to stay informed and provide better care. We have a proven product, a strong mission, and a passionate team. Now, we're looking for talented people to help us grow even more. If you're driven, eager to make an impact, and ready to be part of something meaningful, we want to hear from you! --- RxVantage is an equal opportunity employer and dedicated to ensuring that we represent the local communities where our health and wellbeing providers serve as pillars of support to our family, friends, and neighbors. Our representation within these communities allows us to embody a diverse set of backgrounds, experiences, abilities and perspectives; and provide an inclusive environment for our team to feel empowered to be their authentic selves, without fear of harassment or discrimination.
    $107k-181k yearly est. Auto-Apply 19d ago
  • Client Partner - Healthcare

    Exec Hunter Limited

    Relationship manager job in Phoenix, AZ

    We're working with a global digital transformation consultancy that supports enterprise clients across 40+ countries. They specialise in helping organisations modernise their technology, unlock data insights, and drive meaningful change through cloud, AI, analytics, and automation services.
    $107k-181k yearly est. 60d+ ago

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