Director of Client Success
Relationship manager job in Austin, TX
Clayton Services is searching for a Director of Client Success to join a thriving company in Austin, Texas. The Director of Client Success will build the infrastructure for client success across support and implementation for a startup SaaS company.
Job Type: Direct Hire
Pay Rate: $200,000-$250,000/year plus bonus
Benefits: Medical, dental, vision, 401k, PTO, and more.
Work Setting: Remote/Hybrid
Director of Client Success Responsibilities:
Define and document the complete client engagement journey, spanning from pre-sales onboarding to long-term support and contract renewal.
Create scalable standard operating procedures (SOPs), playbooks, escalation frameworks, and communication guidelines for implementation teams and non-bug-related technical support.
Select, implement, and optimize CRM platforms, helpdesk solutions, and workflow tools to enable efficient operations and support future team growth.
Establish structured "train-the-trainer” workflows that embed scalability and knowledge transfer into all areas of client success operations.
Develop comprehensive hiring strategies, including role definitions, job descriptions, KPIs, and organizational structures for Support Managers, Implementation Managers, and Specialists.
Act as the interim leader for all client-facing interactions, ensuring high-quality service and continuity during the initial build-out of the team.
Lead the onboarding and training of the first 20+ hires across support, implementation, and client success functions, establishing a strong foundation for team performance and growth.
Serve as a key representative in enterprise client onboarding sessions and high-level partnership negotiations alongside the executive team, ensuring alignment and long-term value creation.
Lead the resolution of complex customer escalations with empathy, professionalism, and a solutions-oriented mindset, balancing client satisfaction with business integrity.
Champion a culture of proactive, consultative client support rooted in clear communication, collaboration, and a commitment to exceptional service across all touchpoints.
Other duties as assigned
Director of Client Success Skills and Abilities:
Excellent communication and presentation skills
Excellent customer service skills
Excellent interpersonal skills
Excellent process design and documentation skills
Ability to lead a team and successfully manage strategic key accounts
Extremely knowledgeable of the internal workflows and processes of SaaS companies
Director of Client Success Education and Experience:
A minimum of 15+ years of experience in a business development and client success role at a SaaS company is required
A minimum of a bachelor's degree is required; a master's degree is preferred
Previous experience building support and onboarding teams is highly desired
Previous experience working with oil and gas companies in the software business is highly desired
Director of Client Success - Immediate need. Apply today!
Installation Partner Manager
Relationship manager job in Austin, TX
KOMPAN U.S. is looking for an Installation Partner Manager. This role will be responsible for overseeing and ensuring that all aspects of installations are carried out efficiently and effectively, while overseeing vendor and operational management. As a global leader with an organizational focus on people, passion, progress, and performance, our mission is to create healthier and happier communities by delivering the best in play and fitness solutions. We're KOMPAN - let's play!
Who We Are:
For more than 50 years, KOMPAN has researched, designed, and built innovative and imaginative commercial playground equipment and outdoor fitness sites that captivate all ages and abilities. In collaboration with our global headquarters in Denmark, KOMPAN designs, manufactures, and installs more than 1,000 sites a month across 90 different countries. Our North American headquarters, located in Austin, Texas, supports field sales around the U.S. and Canada.
At KOMPAN, we take pride in our commitment to the global environment. We exceed sustainability efforts and make it possible to lower carbon emissions by utilizing recycled ocean waste, consumer-recycled plastics, and textile wastes to create playgrounds that are born green or made green.
Key Responsibilities:
Manage the onboarding, training, and certification of installation partners to ensure quality and compliance.
Oversee local installation projects, coordinating with vendors to deliver timely and successful site completions.
Serve as the primary liaison for third-party vendor credentialing and insurance compliance.
Lead quarterly audits of 1099 vendor data to ensure accuracy and completeness.
Collaborate with leadership and cross-functional teams (Procurement, Operations, Risk, and IT) to align vendor capabilities with business strategy and market dynamics.
Support the development of executive dashboards and spend analytics, including KPIs and performance metrics, to inform strategic planning and budgeting.
Partner with the procurement team to enhance vendor insights and drive continuous improvement.
Perform additional duties and contribute to special projects as assigned.
Qualifications:
College degree in a related field, with 7+ years of experience
Previous project management supervisory experience with both small and large construction projects required
Thorough understanding of the construction industry
Experience with pre-construction work, including planning, design, review, value engineering, project scheduling, and conceptual estimating
Excellent written and verbal communication skills, often interfacing with clients
Strong team leadership qualities and the ability to manage high-stress situations
Excellent time management, problem-solving, and organizational skills
This role requires up to 50% local and domestic travel
KOMPAN is an Equal Employment Opportunity and Affirmative Action Employer. We do not discriminate based upon race, religion, color, national origin, gender, age, veteran status, or any other basis covered by appropriate law. We celebrate diversity and are committed to creating an inclusive environment for all our employees. All employment is based on qualifications, merit, and business needs.
Security Account Manager
Relationship manager job in Georgetown, TX
Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms. Clients include the Departments of State, Justice, Homeland Security, Energy, and Defense, as well as Fortune 500 companies, major public utilities, and ultra-high net worth individuals.
Inter-Con employs over 35,000 security personnel world-wide, trained and managed by a team of professionals with unsurpassed military, law enforcement, and security experience. Inter-Con remains 100% family owned and managed and operates as the industry leader in the field of customized, high-requirement security solutions.
Inter-Con is Everywhere Security Matters.
Job Summary:
The Account Manager reports to the Vice President of Operations. The major responsibilities of the position include, but are not limited to, the following duties:
Duties/Responsibilities:
· Manage daily operational and administrative functions across security contracts employing Inter-Con employees
· Keep the Vice President of Operations apprised of contract performance by accurately communicating status of compliance and identifying any deficiencies in a timely manner
· Support the Vice President of Operations in operational decision-making process
· Develop and implement project plans for key strategic initiatives designed to improve operations capabilities and responsiveness
· Compile productivity and performance SLAs, KPIs, and dashboard reports to ensure metrics are captured and reported for executive level consumption
· Ensure the highest standards of conduct, appearance, performance and training are being met at all times.
Required Skills/Abilities:
· Can independently develop reports, spreadsheets, diagrams, charts, graphs, and other products that may be needed. (e.g. - MS Word, Excel, Access, SharePoint)
· An understanding of security operations and contracts management preferred.
· Understand operational KPIs and ability to utilize data to drive operations.
· Strong interpersonal, critical thinking and time management skills.
· A great communicator that gets the value of teamwork.
· Experience in general office setting in a supervisory role preferred.
· Comfortable in an ever changing, fast paced, sometimes stressful environment.
· Technologically savvy - experienced with MS Office Suite. Working knowledge of technology driven scheduling platforms a plus.
· Project management experience. PMP certification a plus.
· Adept in leading teams in complex problem solving.
· Customer Service orientation required.
· Able to interact in a corporate environment and effectively communicate with all levels of management.
· Must be flexible and possess the ability to meet deadlines in a high tempo environment.
· Excellent time-management, organization and multi-tasking skills required.
· A dependable team player with business maturity, enthusiasm, and a positive work attitude.
· Ability to work in a matrixed environment.
· A positive and upbeat team member!
Education and Experience:
· Preferred candidate has either an honorable military discharge, a Bachelor's degree or 5 years' experience in an operations management and project management role.
Duties, responsibilities and activities may change at any time with or without notice.
Inter-Con Security Systems, Inc. is an Equal Opportunity Employer - Disability/Veteran.
Sales Manager
Relationship manager job in Round Rock, TX
Pay: $70,000-$80,000 per year Schedule: Full-time, includes evenings and weekends
American Residential Services (ARS) is the largest provider of residential heating, cooling, and plumbing services in the U.S., with over 7,000 employees across 60+ service locations. We've been delivering exceptional service to homeowners since 1975 and are proud to be a trusted name in the industry.
What We Offer:
Year-round, stable work
Take-home Company vehicle, gas card, maintenance plan
Bonus opportunities based on team performance
Paid training and ongoing professional development
Health insurance options starting as low as $5 per week
401(k) with company match, paid time off, and holiday pay
Employee discounts and growth potential within a national brand
Responsibilities:
What You'll Do:
Recruit, train, and manage retail sales associates (SSAs) to meet daily and weekly lead goals
Oversee SSA schedules, performance, and activities to drive service center success
Hold weekly team meetings to inform, motivate, and track progress vs. goals
Train SSAs on product knowledge (seasonal changes, IAQ materials, HVAC systems, etc.)
Build a competitive, engaging environment through internal lead contests and challenges
Spend 60-65% of your time in the field coaching SSAs and working with retail store management
Develop strong working relationships with retail store staff and area management
Communicate performance updates and staffing changes to retail partners
Coordinate and execute store events with active involvement from store leadership
Qualifications:
What We're Looking For:
2+ years of proven sales experience required
Prior supervisory or team leadership experience preferred
Strong interpersonal, organizational, communication, and sales skills
Ability to work evenings and weekends with minimal supervision
Comfort reading and applying technical training materials
Related experience, advanced training, or equivalent education may be considered
Note: This posting outlines potential pay ranges and opportunities, which are not guaranteed and do not represent a formal offer. Additional compensation may be offered based on experience and will be outlined in an offer letter addendum. ARS is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status under applicable federal, state, or local laws. Privacy policy available upon request.
Functional Health Client Relationship Manager & Business Development
Relationship manager job in Austin, TX
Job DescriptionBenefits:
Competitive salary
Employee discounts
Wellness resources
The Client Relationship Manager is responsible for educating and producing the sale of wellness, regenerative services, and treatment plans to clients. They must possess complete knowledge of all products and services including hormone therapy, regenerative medicine, IV therapy. The CR Manager is responsible for client relationship management, servicing clients through follow-up practices and identifying opportunities for upselling or cross-selling additional services or treatments, while offering personalized solutions tailored to each clients needs. This individual is the direct point of contact with clients and ensures that their needs and expectations are fully met, and they are completely satisfied.
Responsibilities
Providing an Exceptional Client Experience:
Tailor personalized wellness solutions with astute discretion and expertise, fostering enduring client relationships.
Conduct thorough consultations with empathy and adherence to HIPAA guidelines, ensuring trust and rapport
Collaborate with prescribing physicians to strategize and implement personalized care plans prioritizing client well-being.
Brand Engagement and Marketing:
Showcase the brand at community events, driving revenue and client engagement through upselling opportunities.
Demonstrate mastery of product and service knowledge, articulating their value proposition persuasively to clients.
Administrative Oversight:
Exercise discretion in scheduling and resource allocation to optimize revenue and client satisfaction.
Navigate software and systems effectively, maintaining meticulous documentation and facilitating seamless client interactions.
Provide strategic feedback to drive continuous improvement initiatives within the health center.
Client Satisfaction and Feedback:
Proactively address concerns and challenges to ensure each clients journey is characterized by satisfaction and excellence.
Collaborate with the team to implement solutions for enhancing client experiences and outcomes.
Executive Oversight and Leadership:
Direct the work of others, monitor compliance measures, and control the flow of supplies and medications.
Maintain production and sales records accurately and facilitate team member training and development.
Qualifications
Bachelors degree (preferred but not required)
1 year of general sales experience. Sales experience in the medical field specifically in Hormone Replacement Therapy is ideal.
Persuasion, negotiation, and closing skills.
Ability to meet deadlines, multi task, achieve company set objectives
Maintain patience and composure managing client care
Ability to work productively and effectively in an unsupervised environment
Possesses strong interpersonal and communications skills
Competitive Salary
Private Banking Officer II
Relationship manager job in Austin, TX
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II,
you
will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis
Identify and recommend products and services best suited to meet clients' needs
Develop and maintain excellent working relationship with credit underwriting team
Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Provide leadership within the private banking team, while remaining a team player
Accept special project assignments in support of the private banking group
What you'll need:
Bachelor's degree or equivalent work experience
5+ years of experience in financial industry
Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups
Ability to perform with limited supervision
Experience in managing a portfolio of affluent and high net worth clients
Demonstrated capacity to sell products and services within the financial services industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Excellent verbal, written, communication, organizational, and customer service skills
Proficient in Microsoft computer applications
Additional Preferred Skills:
Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
Property and Casualty Insurance license
Certified Financial Planner designation
Certified Wealth Strategist designation
Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyClient Solutions Manager
Relationship manager job in Austin, TX
The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals.
**Required Skills:**
Client Solutions Manager Responsibilities:
1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners
2. Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.)
3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies
4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth
5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders
6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations
7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership
8. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments
9. Manage account operations (e.g. troubleshooting issues, account set up, etc.)
10. Work and collaborate across internal cross-functional teams to project manage complex workstreams
11. Travel as needed
**Minimum Qualifications:**
Minimum Qualifications:
12. 5+ years of experience with online advertising/online media
13. Bachelor's Degree
14. Advanced experience structuring and manipulating raw data into datasets for analysis
15. Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights
16. Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases
17. Proven track record in leveraging data to develop broader prototyping solutions for the entire team
18. Experience driving a book of business, increasing revenue and business performance
19. Experience delivering insights to both technical and non-technical audiences
20. Experience working across cross-functional teams
21. Experience influencing executives and clients
22. Experience navigating ambiguity with agility to effectively lead complex and changing priorities
23. Understanding of the technology landscape
**Preferred Qualifications:**
Preferred Qualifications:
24. Experience working cross-functionally with Product teams to improve products features and functionalities
25. Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets)
26. Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS
27. Experience with Meta's full suite of advertising solutions
28. Experience with business case modeling and market/opportunity sizing
**Public Compensation:**
$85,000/year to $126,000/year + bonus + equity + benefits
**Industry:** Internet
**Equal Opportunity:**
Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
Client Manager - US Large Market
Relationship manager job in Austin, TX
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 commercial services relationships with clients, including many multi-national organizations. This Client Manager, U.S. Large Enterprises, is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio of approximately 10 clients in the Mid-Atlantic United States.
How will you make an impact in this role?
**Role Responsibilities:**
+ Serve as payments expert to proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to drive spend expansion/growth.
+ Lead development of proposals and pricing for client renewals and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Engage, develop, and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Minimum of 5 years prior strategic relationship management and/or sales experience.
+ Must possess a sense of urgency and deep resilience to drive results and win.
+ Experience with managing complex and challenging clients.
+ Proven relationship management skills demonstrating a comfort and effectiveness in establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies.
+ Experience with the following industries preferred: Food & Beverage, Retail, Business & Professional Services, Financial Services, Information Technology, Media & Entertainment.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through the sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Effective oral and written communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment.
**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:** 25021826
Client Relationship Manager
Relationship manager job in Austin, TX
Park 6 Logistic is a fast-growing logistics and operations solutions company dedicated to delivering excellence, reliability, and efficiency to our partners nationwide. We take pride in creating a collaborative work environment where strategic thinking, innovation, and professional growth are at the forefront of everything we do. As we continue expanding, we are looking for driven individuals who are ready to contribute to a high-performance team and support the company's long-term success.
Job Description
We are looking for a dedicated Client Relationship Manager to support and enhance the relationships with our clients. This role plays a key part in maintaining client satisfaction, managing ongoing logistics needs, and ensuring smooth communication between clients and internal operations. The ideal candidate is organized, service-oriented, and capable of building meaningful professional relationships.
Responsibilities
Serve as the main point of contact for assigned clients, ensuring timely and effective communication.
Coordinate logistics requests, service updates, and operational follow-ups.
Monitor client accounts to ensure service quality and identify areas for improvement.
Collaborate with internal teams to resolve issues, optimize processes, and support client needs.
Maintain accurate records, reports, and client documentation.
Support the development of long-term partnerships by providing consistent, reliable service.
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and time-management abilities.
Ability to handle multiple tasks and priorities in a fast-paced environment.
Problem-solving mindset with attention to detail.
Professional attitude and commitment to client satisfaction.
Additional Information
Competitive salary: $50,000 - $55,000 per year.
Opportunities for professional growth and career advancement.
Skill-building and development opportunities.
Supportive team environment and stable work structure.
Full-time position with long-term career potential.
Customer Onboarding Manager
Relationship manager job in Austin, TX
Job DescriptionSafetyCulture is a global technology company that is helping to transform workplaces around the world. Our mission is to help working teams get better every day and our technology platform and products give front line workers a voice and leaders the visibility to make smart decisions when driving safety, quality and continuous improvement.
SafetyCulture is one of the fastest-growing tech companies. Our bold ambition is to reach 100 million users worldwide by 2032. Opportunities to help shape a journey like this do not come around often!
As we continue to grow, an opportunity has arisen for a Customer Onboarding Manager to join our Customer Solutions & Implementation team. As a Customer Onboarding Manager, you are the mostimportant touchpoint for our newest customers who are about to start their SafetyCulture journey todrive safety, quality, and operational outcomes. You will play a critical role in ensuring the successful deployment of SafetyCulture products with our customers. You'll use your exceptional communication skills to work closely with the Sales and Customer Success teams to deliver projects on time, while exceeding the needs and expectations ofour customers. As our teams continue to scale globally we are looking for an ambitious Customer OnboardingManager with a passion to set customers up for success. You will support key projects as wecontinue to build out a world class customer onboarding process and experience globally.How you will spend your time:
Develop and deliver onboarding plans for each customer, aligning with Sales & Customer Success on their goals, timelines and unique needs.
Lead kick-off meetings, guiding stakeholders through onboarding milestones and providing a clear roadmap for success.
Serve as the primary point of contact during onboarding, ensuring timely configuration, training, and go-live success.
Understand and consult on product and industry best practices in order to act as a trusted advisor to your customers and inspire new use cases with SafetyCulture
Identify any risks and obstacles your customers are facing to ensure we stay ahead of customers to reduce churn risks.
Partner closely with Customer Success Managers to ensure a seamless handoff postonboarding, providing context and insights to maintain customer momentum.
Build and continuously improve onboarding templates and playbooks to support efficiency and scale as the customer base grows.
About you:
3+ years experience implementing software, consulting, or project management, ideally in SaaS or enterprise software environments.
Strong communication, presentation, and interpersonal skills, with experience training groups and facilitating conversations with senior executives.
Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced, collaborative environment.
A growth mindset, continuously seeking opportunities to improve processes, learn, and innovate
A background in leveraging data through a variety of tools to inform and execute strategies that encourage product adoption
Ability to actively listen, understand customer pain points and take action
More than a job:
Equity with high growth potential and a competitive salary
401k
Generous Medical Insurance plans
Paid Parental Leave
Access to professional and personal training and development opportunities
Hackathons, Workshops, Lunch & Learns
We encourage involvement in the community, open source work, attending talks and events, and experimenting with new technologies.
Quarterly celebrations and team events
We're committed to building inclusive teams and cultivating a sense of belonging so our people can bring their whole authentic selves to work each day. We seek to make reasonable adjustments throughout our recruitment process to create an even playing field for all candidates. Thanks to the tireless efforts of the entire SafetyCulture team we've built an incredible culture which has seen us recognised as a Best Place to Work in Australia, the US and the UK.
Even if you don't meet every requirement listed in the ad, please consider applying for this role. We prioritise inclusion and value individuals with potential over a checklist of qualifications. Don't rule yourself out, hit that apply button if this job resonates with you
You can find out more about life at SafetyCulture via Youtube, Twitter, Instagram and LinkedIn.To all recruitment agencies, we do not accept resumes or partnership opportunities. Please do not forward resumes to SafetyCulture or any of our employees. We are not responsible for any fees associated with unsolicited resumes.
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. E-Verify Works for Everyone. For more information on E-Verify, or if you believe that your employer has violated its E-Verify responsibilities, please contact DHS: ************ or dhs.gov/e-verify
Business Banking Relationship Manager - Austin, TX
Relationship manager job in Austin, TX
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of “everyone counts” and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned Business Banking Relationship Manager in Austin, TX. This role is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers, and sourcing new customers through referrals.
Essential Functions:
This position is responsible for the growth, retention and expansion of a portfolio of existing Business Banking customers. Also, responsible for sourcing new customers through referrals.
Recommends the appropriate solutions to clients as a trusted advisor to meet the clients' objectives.
Meets assigned revenue goal for region and products.
Gains complete knowledge of the business and personal financial needs of assigned customers.
Visits client locations every 6 months.
Builds knowledge of each assigned client by completing an in-depth profile of business and develops/manages a relationship plan for each client.
Develops and drives new acquisitions within assigned banking center through centers of influence, such as CPA's, attorneys, and existing client base.
Ensures client requests are met by handling them directly and/or referring to appropriate resource.
Meets or exceeds Key Performance Measures, as established by the Business Banking Area Manager, including portfolio growth, revenue/profitability, retention, and customer satisfaction key metrics.
Other duties as assigned.
Qualifications:
Typically requires a Bachelors and 6+ years of directly related experience.
Full use and application of standard principles, theories, concepts, and techniques.
Working knowledge of sales techniques, banking products and services.
Must have excellent customer service, negotiation and PC's skills.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Private Banking Officer II
Relationship manager job in Austin, TX
It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
* Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets)
* Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually
* Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review
* Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis
* Identify and recommend products and services best suited to meet clients' needs
* Develop and maintain excellent working relationship with credit underwriting team
* Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts
* Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
* Provide leadership within the private banking team, while remaining a team player
* Accept special project assignments in support of the private banking group
What you'll need:
* Bachelor's degree or equivalent work experience
* 5+ years of experience in financial industry
* Working knowledge of financial analysis relating to personal financial statements and personal income tax returns
* NMLS license; the ability to transfer license to Frost or obtain license within 60 days
* Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs
* Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups
* Ability to perform with limited supervision
* Experience in managing a portfolio of affluent and high net worth clients
* Demonstrated capacity to sell products and services within the financial services industry
* Proven record of success in cultivating new relationships
* Outstanding interpersonal, calling, sales, and negotiation skills
* Excellent verbal, written, communication, organizational, and customer service skills
* Proficient in Microsoft computer applications
Additional Preferred Skills:
* Series 7, 63, & Group 1 Insurance license (or attainment within 6 months).
* Property and Casualty Insurance license
* Certified Financial Planner designation
* Certified Wealth Strategist designation
* Completion of formal credit training
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyBusiness Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Austin, TX
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 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
Auto-ApplyDealer Relationship Manager
Relationship manager job in Bastrop, TX
WoodMaster Portable Buildings a division of Tuff Shed Inc. is hiring for a Dealer Relationship Manager. The Dealer Relationship Manager is a travel intensive role and is responsible for overseeing, directing, and recruiting an Independent Dealer network within a specific geographic area, driving sales growth, and ensuring that customer satisfaction remains a top priority.
Essential duties/responsibilities
Recruits and interviews Independent Dealers to sell WoodMaster Portable Buildings.
Regularly visits Independent Dealers to assess operations, provide feedback, and offer support.
Provides ongoing training to the Independent Dealers.
Works directly with existing Independent Dealers to meet and exceed budgeted sales goals.
Fosters a culture of exceptional customer service, ensuring all Independent Dealers
Develops and executes strategic plans to reach sales targets.
Completes regular inventory audits to ensure consigned builds are properly accounted for and being maintained.
Ensures compliance with all federal, state, and local laws and regulations that impact retail operations.
QUALIFICATIONS
Proven ability to meet sales targets.
Proficient in Microsoft Office Suite or related software, as well as CRM or other sales software.
Proven track record of managing multiple retail stores or a district.
Excellent leadership, negotiation, and customer service skills.
Strong understanding of retail operations, including sales, customer service, and merchandising.
Excellent verbal and written communication skills.
Ability to work beyond normal working hours, and on weekends as needed.
Comfortable traveling for extended periods when needed.
Hands-on computer skills in Microsoft Office and Internet applications required; experience in utilizing Customer Relations Management (CRM) software - including Oracle, JDE, Onyx, Salesforce.com, Goldmine or similar systems is highly preferred
Ability to solve problems using sound logic and good business judgment
Ability to read, write and understand instructions given orally, in writing and/or in diagram form
Ability to prepare written correspondence and reports that create a professional image for WoodMaster Portable Buildings
Ability to effectively communicate at all levels, including customers, business partners, suppliers, co-workers, managers, and the general public
EXPERIENCE
5 years of experience in retail management, with a focus on sales, preferred.
Experience with various social media platforms such as Facebook, SOCi, etc.
EDUCATION/CERTIFICATIONS/LICENSES
Education
Bachelor's degree or equivalent job experience is preferred
licenses
Must have valid driver's license and acceptable MVR
WHAT'S IN IT FOR YOU?
An opportunity to join a successful company and be part of the growth of the team!
We offer competitive salary and benefits! PTO, paid holidays, medical/dental/vision and life insurance, Employee Stock Ownership Plan (ESOP), a 'Safe Harbor' 401(k) plan.
Early access to your pay!
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Austin, TX
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
Auto-ApplySmall Business Banking Relationship Management Manager (LO)
Relationship manager job in Austin, TX
About this role: Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients.
In this role, you will:
* Manage and develop a team of relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM).
* Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory.
* Identify and recommend opportunities for process improvement and risk control development.
* Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives.
* Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed.
* Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals.
* Manage allocation of people and financial resources for functional area
* Mentor and guide talent development of direct reports and assist in hiring talent
* Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions.
* Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively.
* Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs.
* This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.
Required Qualifications:
* 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
* 2+ years of leadership experience
Desired Qualifications:
* Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team
* Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote.
* Demonstrates a clear understanding of Business Banking products, such as:
* Business Checking Accounts
* Lines of Credit
* Payables and Receivables
* Understanding of complex business cash flow (if applicable)
* Demonstrated ability to drive change within an organization
* Proven ability to navigate and prioritize multiple priorities
* Excellent verbal, written, and interpersonal communication skills
* Excellent time management and organizational skills
* Thorough understanding of Operational Risk
Job Expectations:
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Locations:
* 201 Main St. Fort Worth, TX
* 111 Congress Ave. Austin, TX
* 401 Las Colinas, Irving, TX
Posting End Date:
19 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.
Private Banking Officer I
Relationship manager job in Round Rock, TX
It's about caring for the generations ahead.
Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer I,
you
will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
Make sales calls to clients
Prospect and engage in pre-call and post-call planning and strategy review
Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
Identify and recommend products and services that are best suited to meet our clients' needs
Develop and maintain excellent working relationships with the credit underwriting team
Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
Proactively stay in touch with your customer and contacting them
What you'll need:
Bachelor's degree or equivalent work experience
2+ years in a customer facing relationship management role, preferably within the financial services industry
Proven record of success in cultivating new relationships
Outstanding interpersonal, calling, sales, and negotiation skills
Ability to promote and cross sell across all lines of business
Excellent verbal, written, communication, organizational, and customer service skills
General understanding of banking, investment, trust, and insurance products and services
NMLS license; the ability to transfer license to Frost or obtain license within 60 days
Proficient in Microsoft computer applications
Additional Preferred Skills:
FINRA Series 7, 63, & Group 1 license.
Certified Wealth Strategist designation
Property & Casualty Insurance license
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyClient Manager - US Large Market
Relationship manager job in Austin, TX
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.
**How will you make an impact in this role?**
The GCS U.S. Large Enterprises Client Group manages strategic commercial services relationships with clients, including many multi-national organizations. This Client Manager, U.S. Large Enterprises, is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio of approximately 10 clients.
**Role Responsibilities:**
+ Serve as payments expert to proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to drive spend expansion/growth.
+ Lead development of proposals and pricing for client renewals and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Engage, develop, and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Minimum of 5 years prior strategic relationship management and/or sales experience.
+ Must possess a sense of urgency and deep resilience to drive results and win.
+ Experience with managing complex and challenging clients.
+ Proven relationship management skills demonstrating a comfort and effectiveness in establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through the sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Effective oral and written communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment.
+ Experience working in Media & Entertainment, Business Services, Financial Services, or Food & Beverage verticals preferred.
**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:** 25021831
Client Relationship Manager
Relationship manager job in Austin, TX
Park 6 Logistic is a fast-growing logistics and operations solutions company dedicated to delivering excellence, reliability, and efficiency to our partners nationwide. We take pride in creating a collaborative work environment where strategic thinking, innovation, and professional growth are at the forefront of everything we do. As we continue expanding, we are looking for driven individuals who are ready to contribute to a high-performance team and support the company's long-term success.
Job Description
We are looking for a dedicated Client Relationship Manager to support and enhance the relationships with our clients. This role plays a key part in maintaining client satisfaction, managing ongoing logistics needs, and ensuring smooth communication between clients and internal operations. The ideal candidate is organized, service-oriented, and capable of building meaningful professional relationships.
Responsibilities
Serve as the main point of contact for assigned clients, ensuring timely and effective communication.
Coordinate logistics requests, service updates, and operational follow-ups.
Monitor client accounts to ensure service quality and identify areas for improvement.
Collaborate with internal teams to resolve issues, optimize processes, and support client needs.
Maintain accurate records, reports, and client documentation.
Support the development of long-term partnerships by providing consistent, reliable service.
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and time-management abilities.
Ability to handle multiple tasks and priorities in a fast-paced environment.
Problem-solving mindset with attention to detail.
Professional attitude and commitment to client satisfaction.
Additional Information
Competitive salary: $50,000 - $55,000 per year.
Opportunities for professional growth and career advancement.
Skill-building and development opportunities.
Supportive team environment and stable work structure.
Full-time position with long-term career potential.
Private Banking Officer I
Relationship manager job in Round Rock, TX
It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Private Banking Officer I, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals.
What you'll do:
* Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K-$1.5 million of investable assets)
* Generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually
* Make sales calls to clients
* Prospect and engage in pre-call and post-call planning and strategy review
* Monitor and manage clients' existing credit relationships by regularly reviewing their current loan portfolio
* Identify and recommend products and services that are best suited to meet our clients' needs
* Develop and maintain excellent working relationships with the credit underwriting team
* Participate in community and professional activities that elevate Frost's image and expand your personal network of business contacts
* Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients
* Proactively stay in touch with your customer and contacting them
What you'll need:
* Bachelor's degree or equivalent work experience
* 2+ years in a customer facing relationship management role, preferably within the financial services industry
* Proven record of success in cultivating new relationships
* Outstanding interpersonal, calling, sales, and negotiation skills
* Ability to promote and cross sell across all lines of business
* Excellent verbal, written, communication, organizational, and customer service skills
* General understanding of banking, investment, trust, and insurance products and services
* NMLS license; the ability to transfer license to Frost or obtain license within 60 days
* Proficient in Microsoft computer applications
Additional Preferred Skills:
* FINRA Series 7, 63, & Group 1 license.
* Certified Wealth Strategist designation
* Property & Casualty Insurance license
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term disability, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-Apply