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  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in San Juan, PR

    Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
    $136k-170k yearly 34d ago
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  • NetSuite Senior Client Manager - WD/MFG, Accounting/Financials

    Oracle 4.6company rating

    Relationship manager job in San Juan, PR

    As a Senior Client Manager, you will join a collaborative team of seasoned Practitioners and Subject Matter Experts, managing critical Customer Escalations focused on Manufacturing & Wholesale Distribution functionality and Accounting & Core Financials processes. You will take ownership of complex Customer issues, develop resolution plans, and drive them to successful completion while ensuring a high-quality Customer Experience and restoring Platform Confidence. You will also build trusted relationships across the org - Sales, Customer Success, Support, Product and Engineering. In addition, you will capture trends and themes across the Customer Journey and provide continuous improvement feedback in Go-To Market, Product Strategy and related forums. **Responsibilities include:** * Lead continuous improvement initiatives and address escalations across internal and Partner teams using solid understanding of Customer business process requirements and NetSuite platform functionality. * Work proactively to analyze the Customer Journey at NetSuite and identify opportunities for continuous improvement in NetSuite products and services to reduce churn, enhance ARR and enable Customer Success. * Applied Industry-specific knowledge and expertise in Manufacturing, Wholesale/Distribution, Software or Services with a preference for individuals who also possess experience in core Financials and Accounting ERP processes. * Manage and resolve complex Customer escalations via fundamental proficiency with NetSuite platform functionality. * Develop and leverage trusted relationships with internal teams (Account Management, Support, QA, Engineering, Professional Services, Partner Mgmt, Advanced Customer Support, senior leadership) and across the NetSuite ecosystem to ensure successful outcomes and provide real-time feedback to product and operations teams. * Drive maximum adoption of NetSuite solutions in conjunction with Client and Partner needs * Place the client first in everything with focus on first year of experience with NetSuite: Time-to-value, initial adoption & satisfaction, business results and Customer Satisfaction * Develop customer experience insights through direct customer interaction and NetSuite-internal feedback from other departments * Identify solution expansion opportunities via high value relationships with Clients, Partners and internal teams * Ensure Partners and Clients realize the value of their investment with NetSuite to ensure they remain a long-term customer. * Provide input into the Customer Success Methodology and direction. * Embrace leadership roles toward improvement of the team. **Preferred Qualifications include:** * Strong understanding of SaaS/Cloud ERP business processes and user experience. * Proficiency on the NetSuite platform including implementation consulting, Customer-employed and/or Partner-employed experience. * Fundamental understanding of NetSuite's core functionality, Analytics and Support architecture. * Vertical-specific experience in Manufacturing, W/D, Services and/or Software * Strong preference for prior Executive or Sr Leadership experience (C-Level, VP, Director...) * Demonstrated executive-level communication skills (process-first mindset, strategy articulation, P&L acumen, negotiation & diplomacy) * ERP Consulting experience strongly preferred * Familiarity with NetSuite's Direct, AMO and/or Revenue model & selling motion a plus. * Ability to exhibit grace under pressure, execution drive and readiness to advocate for the Client while balancing the needs of NetSuite. * Bachelor level degree in Accounting, Finance or comparable area strongly preferred. MBA or other relevant graduate degree a plus. * English language read/write/speak proficiency. **Responsibilities** Exercises judgment and business acumen in selecting methods and techniques to design non-routine and complex business solutions utilizing Oracle products and technology to meet customer needs. Influences customer leadership in acceptance of Oracle solutions and services to facilitate the closing of consulting deals. Contributes to statements of work, work breakdown structures and/or level of effort and staff plans. Presents and demonstrates solutions to customers. Builds and maintains a network and up-to-date specific industry or product knowledge. Responsible for transitioning deal knowledge to implementation team. Leads the domain specific solution design aspects of engagement(s) ensuring high quality and integrated business solutions. Anticipates project risks and suggest risk mitigation to project manager. Resolves complex customer issues by recommending solutions. Demonstrates expertise in multiple business processes across two or more product families or ability to architect and design technology solutions encompassing multiple products. Disclaimer: **Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.** Oracle uses Artificial Intelligence in our recruiting process. Read more about it in our Recruiting Privacy Policy (**************************************************************** . **Range and benefit information provided in this posting are specific to the stated locations only** CA: Hiring Range in CAD from: $103,700 to $153,700 per annum. US: Hiring Range in USD from: $97,500 to $199,500 per annum. May be eligible for bonus and equity. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. Oracle US offers a comprehensive benefits package which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and long term disability 3. Life insurance and AD&D 4. Supplemental life insurance (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation. 9. 11 paid holidays 10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours. 11. Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted. Career Level - IC4 Vacancy Type - Replacement Position This role regularly interacts with customers across North America, so a professional level of English is required. A proficiency of French is required for candidates residing in Quebec, otherwise it is considered an asset. **About Us** As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity. We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States. Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
    $103.7k-153.7k yearly 22d ago
  • Customer Success Manager

    Icims 4.6company rating

    Relationship manager job in San Juan, PR

    As a Customer Success Manager on the Commercial team, you will be responsible for leading consultative conversations, participating in business reviews, analyzing key performance metrics, and ensuring our clients' ongoing success. You will become an industry expert with a focus on the Talent Acquisition (TA) space and work to establish yourself as a trusted advisor. Equipped with leading industry tools including Gainsight, you'll guide customers on product and industry best practices, and help to continually update mutual success plans. You'll also provide forecast reporting. With the support of internal cross-functional teams, you'll provide superior experiences resulting in a high rate of renewals. **About Us** When you join iCIMS, you join the team helping global companies transform business and the world through the power of talent. Our customers do amazing things: design rocket ships, create vaccines, deliver consumer goods globally, overnight, with a smile. As the Talent Cloud company, we empower these organizations to attract, engage, hire, and advance the right talent. We're passionate about helping companies build a diverse, winning workforce and about building our home team. We're dedicated to fostering an inclusive, purpose-driven, and innovative work environment where everyone belongs. **Responsibilities** + Successfully complete company training programs to build expertise in the iCIMS Talent Cloud products and TA industry. + Partner with cross-functional teams including account management and professional services to understand customer business objectives, products purchased, challenges, hiring strategy and maturity, technology stack, and more. + Leverage Gainsight and analytics platforms to build a deep understanding of customer adoption, data insights, and process while understanding overall account health. + Collaborate with the Account Manager to support the business review process by providing relevant account data. + Partner internally on the overall customer journey to ensure customer satisfaction. This may include supporting a customer with questions about the solutions, providing best practices, conducting product deep dives, and routing questions to the appropriate resource. + Support customer understanding of the iCIMS support model and training resources to drive proficiency and self-service capability. + Effectively prioritize customer projects to ensure achievement of SLAs while keeping internal partners informed. **Qualifications** + 1-2 years experience in a customer facing role for a solutions-based organization with accountability for customer support, renewals, expansion, or training, or experience in a talent acquisition/human resources role. + A passion for assisting customers solve business issues with advanced technology solutions. + Ability to use data and analytics to create practical insights to build customer strategic plans. + Experience forming relationships with multiple customer personas to align business goals to technology strategy and support their continued success. + Ability to prioritize competing requests from customers, partnering internally with key collaborators to ensure success. **EEO Statement** iCIMS is a place where everyone belongs. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at iCIMS. We are proud to be an equal opportunity and affirmative action employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you'd like to view a copy of the company's affirmative action plan or policy statement and/or if you would like to request an accommodation due to a disability, please contact us at ***************** . **Compensation and Benefits** We accept applications for this position on an ongoing basis until the position is filled. Applications will be reviewed as they are received, and qualified candidates may be contacted throughout the posting period. The anticipated base pay range for this position is ($55,000-$57,000). Additional compensation may include quarterly commissions, as applicable. Final compensation will be based on factors such as relevant experience, skills, education, internal equity, and market data. This range aligns with our commitment to equitable and transparent compensation practices, as required by applicable law. Competitive health and wellness benefits include medical, dental, vision, 401(k), dependent care, short term and long-term disability, life and AD&D insurance, bonding and parental leave, mindfulness resources, an open vacation policy, sick days, paid holidays, quiet hours each workday, and tuition reimbursement. Benefits and eligibility may vary by location, role, and tenure. Learn more here: ***********************************
    $55k-57k yearly 11d ago
  • Director, Client Value

    Evolent 4.6company rating

    Relationship manager job in San Juan, PR

    **Your Future Evolves Here** Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly health conditions. Working across specialties and primary care, we seek to connect the pieces of fragmented health care system and ensure people get the same level of care and compassion we would want for our loved ones. Evolent employees enjoy work/life balance, the flexibility to suit their work to their lives, and autonomy they need to get things done. We believe that people do their best work when they're supported to live their best lives, and when they feel welcome to bring their whole selves to work. That's one reason why diversity and inclusion are core to our business. Join Evolent for the mission. Stay for the culture. **What You'll Be Doing:** **Director, Client Value** **About Evolent** Evolent Health partners with health plans and providers to drive clinical and financial performance, improve health outcomes, and deliver value-based care solutions. We are committed to transforming healthcare for the better. **Role Overview** The **Director, Client Value** will serve as a key member of the Client Value team, responsible for the effective management of value-based contracts in the Performance Suite. Under the direction of the VP, Client Value, the Director will have specific accountability for overall financial and medical expense performance for a segment of Evolent's Performance Suite portfolio. The Client Value team will track and monitor overall financial performance, underlying trends in cost and utilization, and operational and programmatic metrics. The Client Value team will leverage these data, internal and external client input, and overall Evolent enterprise strategic insights to develop client-specific performance plans. The Director will play a role in coordinating projects and programs that are identified as the highest value / highest priority topics for delivering cost and quality results. The Director will call together and facilitate cross-functional teams across clinical, product, finance, strategy, and more. Example programs and initiatives that may fall within a client specific performance plan may include: partnering with practices to improve in-clinic workflows, design of population-wide clinical programs that drive improved cost and quality outcomes, establishment of incentive programs and payment models that align provider economics with Evolent objectives, and more. The Director will have a variety of duties that may include: interfacing directly with clients to surface opportunities and co-design improvement projects, overseeing operational implementation of new pilots and programs, tracking performance on core UM and provider engagement metrics, and translating Client Value business plans into materials and messages appropriate for externally-facing client communications. Finance and Performance functions in the Performance Suite, Strategic Accounts, and Clinical Operations will be key partners for the Client Value team. Market-embedded resources that interface directly with provider practices and client teams will report in and be part of the overall Client Value team. **Key Responsibilities** + **Client Value Strategy:** Participate in the development of strategies to maximize client value and satisfaction across Evolent's portfolio. Support client-specific MER performance plans that represent performance on Evolent's core condition management solutions, as well as local / market-specific solutions that together ensure each Performance Suite client achieves its performance targets. + **Performance Oversight:** Monitor and report on client performance metrics, proactively identifying opportunities for improvement. Regularly monitor and utilize all available financial and analytic reporting. Assist in the development of client-facing communications related to Evolent performance. + **Operational Excellence** : Collaborate with implementation and operations teams to ensure successful product deployment and adoption; monitor product performance and provider satisfaction metrics to drive continuous improvement + **Cross-Functional Leadership:** Collaborate with internal teams (clinical, operations, analytics, and product) to deliver integrated solutions. Partner with Performance Suite and Solution Strategy teams to identify clients and market where new programs and innovations can be piloted. + **Collaboration:** Optimize partnership with rest of Client Value team, ensure appropriate division of work, ensure appropriate collaboration and communication. + **Executive Communication:** Present value outcomes and strategic recommendations to client executives and Evolent leadership. + **Team management:** Oversee a team of market-specific professionals; ensure highest priority initiatives are appropriately staffed and resourced; provide direction, support, and mentorship to support performance and development of the Client Value team. + **Team Culture:** Steward a culture of integrity, inclusion, accountability, and teamwork within the Client Value team and with Performance Suite and Evolent more broadly. **Qualifications** + **Experience:** 5-8+ years in healthcare, consulting, or client management roles, with a proven track record of delivering measurable value. + **Leadership:** Strong executive presence and ability to influence at all organizational levels. + **Analytical Skills:** Expertise in interpreting complex data and translating insights into actionable strategies. + **Industry Knowledge:** Deep understanding of value-based care, health plan operations, and provider partnerships. + **Education:** Bachelor's degree required; advanced degree preferred. To ensure a secure hiring process we have implemented several identity verification steps, including submission of a government issued photo ID. We conduct identity verification during interviews, and final interviews may require onsite attendance. All candidates must complete a comprehensive background check, in-person I-9 verification, and may be subject to drug screening prior to employment. The use of artificial intelligence tools during interviews is prohibited and monitored. Misrepresentation will result in immediate disqualification from consideration. **Technical Requirements:** We require that all employees have the following technical capability at their home: High speed internet over 10 Mbps and, specifically for all call center employees, the ability to plug in directly to the home internet router. These at-home technical requirements are subject to change with any scheduled re-opening of our office locations. **Evolent is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.** **If you need reasonable accommodation to access the information provided on this website, please contact** ************************** **for further assistance.** The expected base salary/wage range for this position is $120,000-130,000. This position is also eligible for a bonus component that would be dependent on pre-defined performance factors. As part of our total compensation package, Evolent is proud to offer comprehensive benefits (including health insurance benefits) to qualifying employees. All compensation determinations are based on the skills and experience required for the position and commensurate with experience of selected individuals, which may vary above and below the stated amounts. Don't see the dream job you are looking for? Drop off your contact information and resume and we will reach out to you if we find the perfect fit!
    $120k-130k yearly 12d ago
  • Regional Acct Manager

    Fortinet Inc. 4.8company rating

    Relationship manager job in San Juan, PR

    Skills & Qualifications * Proven ability to sell solutions to mid-size enterprise accounts. * A proven track record of quota achievement and demonstrated career stability * Experience in closing large deals. * Excellent written and verbal communication skills for presentation to executives & individual contributors. * Bilingual in English and Spanish * A self-motivated, independent thinker that can move deals through the selling cycle * Sales experience selling to mid-size enterprise accounts in the Retail segment. * Selling network security products and services. * Candidate must thrive in a fast-paced, ever-changing environment. Job Duties and responsibilities * Generating business opportunities and managing the sales process through to closure of the sale. * Achievement of agreed quarterly sales goals. * Generate a sales pipeline, qualifying opportunities, and accurately forecast pipeline.
    $102k-117k yearly est. Auto-Apply 15d ago
  • Accountant - Client Services

    Advantage Life Insurance

    Relationship manager job in San Juan, PR

    Job DescriptionSalary: DOE The Client Service Accountant role supports the client services team in the preparation and processing of documentation related to daily insurance company transactions, as well as correspondence with clients and service providers. Job Responsibilities: Assist in the preparation of quarterly policy statements, audit planning and management, payments to service providers, and related correspondent banking transactions Manages the MASTTRO platform, including reconciliation of daily transactions, registration of new accounts, ensuring account connectivity, and maintaining up-to-date valuations for private investments Handles verbal and written inquiries related to insurance transactions Supports daily accounting activities by ensuring banking, investment, and other financial transactions are accurately recorded Assists with policy fee calculations, billing, and collection processes Ensures reinsurance schedules are prepared accurately on a quarterly basis Skills and Qualifications: Excellent communication, analytical and computer skills Proven working knowledge of Microsoft Word and Excel Excellent command of written and spoken English Highly motivated and committed professional Ability to work independently with minimal supervision and meet tight deadlines Strong organizational skills and problemsolving skills Job Requirements: Bachelors degree in finance or accounting required One to two years of experience in accounting, bookkeeping, or audit (internship experience accepted) Basic to intermediate proficiency in Microsoft Excel Foundational knowledge of preparing basic financial statements Ability to work effectively under pressure while maintaining a high level of accuracy and attention to detail
    $62k-71k yearly est. 7d ago
  • Customer Success Manager

    Shi 4.7company rating

    Relationship manager job in San Juan, PR

    **About Us** **Since 1989, SHI International Corp. has helped organizations change the world through technology. We've grown every year since, and today we're proud to be a $16 billion global provider of IT solutions and services.** **Over 17,000 organizations worldwide rely on SHI's concierge approach to help them solve what's next. But the heartbeat of SHI is our employees - all 7,000 of them. If you join our team, you'll enjoy:** + **Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** + **World-class facilities and the technology you need to thrive - in our offices or yours.** **Job Summary** The Customer Success Manager is a strategic leader dedicated to driving long-term client value, fostering strong partnerships, and ensuring a seamless experience across SHI Services clients. In this highly visible, customer-facing role, you will independently manage relationships, coordinate across departments, and proactively execute strategies that enhance engagement and loyalty. This position demands a results-oriented individual with exceptional communication skills, operational leadership, and a commitment to customer-centric innovation. The Customer Success Manager is responsible for onboarding customers, guiding them through their product or service lifecycle, and ensuring retention and growth through strategic customer success reviews. This role involves serving as a subject matter expert, building strong customer relationships, and collaborating with internal teams to align offerings with customer objectives. The Customer Success Manager will analyze consumption reports, manage service delivery workflows, and maintain effective communication with customers and internal teams to ensure a positive customer experience and foster trust. **Role Description** + Strategic Leadership: Collaborate with the VP of Customer Experienceto develop and execute a customer success strategy aligned with SHI Servicesobjectives and priorities. + Customer Experience:Championa customer-first culture, implementing initiatives to enhance satisfaction and drive retention. + Onboarding & Activation:Optimizethe onboarding process to accelerate adoption and maximize customer value realization. + Service Excellence: Sethigh standardsfor service delivery, ensuring rapid response times, effective issue resolution, and clear customer communication. + Data-Driven Insights: Leverage analytics and customer feedback to refine strategies,identifyimprovement areas, and measure success. + Cross-Functional Collaboration: Partner with project management, sales, marketing, and service teams to ensure a seamless customer journey and drive innovation. + Customer Growth & Retention: Monitor customer health metrics, mitigate churn risks, andidentifyopportunities for expansion throughup-sellingand cross-selling. + Onboard customers and guide them through their respective product or service lifecycle to ensure retention and growth + Proactivelymonitorcustomers' satisfaction with SHI Services + Track and manage client sentiment escalationswith the project managers, account executives, deliveryresourcesand other SHI team members. + Plan and conduct regular Customer Success Reviews (CSRs) or meetings to review product usage, roadmaps, and customer feedback + Interpret and analyze detailed consumption reports and provide insightsforcustomer success and renewal strategies + Build andmaintainstrong relationships with key customers and partners to ensure a positive customer experience and foster trust + Collaborate with sales and other internal teams to align offerings with customerobjectivesand drive co-selling opportunities + Provide support and direction to project teams to ensure successful delivery and synchronization of service projects + Continuously learn and develop knowledge on new product technologies and specific offerings relevant to the role + Maintain effective communication with customers and internal teams through various platforms to update on status and understand upcoming needs **Behaviors and Competencies** + Organization: Can prioritize daily tasks, manage personal workflow, and utilize basic tools to keep track of responsibilities. + Self-Motivation: Can identify personal or professional growth opportunities, propose self-improvement strategies, and take action without explicit instructions. + Communication: Can effectively communicate complex ideas and information, and can adapt communication style to the audience. + Time Management: Can generally use time effectively and is working towards improving task prioritization and deadline management. + Presenting: Can prepare and deliver presentations, addressing key points and responding to questions with clarity. + Impact and Influence: Can persuade others to consider different perspectives. + Analytical Thinking: Can apply critical thinking to analyze data, identify patterns, and make basic inferences. + Problem-Solving: Can identify problems, propose solutions, and take action to resolve them without explicit instructions. + Business Acumen: Can analyze financial and operational data to make informed decisions. + Emotional Intelligence: Can identify and manage personal emotions and begin to recognize others' emotions in moderate situations. + Results Orientation: Can set personal goals and work towards them, achieving results consistently. + Multi-Tasking: Can identify opportunities for task optimization, propose solutions, and manage multiple tasks without explicit instructions. **Skill Level Requirements** + The ability to effectively utilize applications like Word, Excel, PowerPoint, and Outlook to enhance productivity and perform various tasks efficiently - Intermediate + Proficiency in using Microsoft Dynamics AX for enterprise resource planning, including tasks such as order tracking, inventory management, and financial reporting - Intermediate **Other Requirements** + Completed Bachelor's Degree or relevant work experience required + Ability to travel to SHI, Partner, and Customer Events + 2-4 years of experience in a technical, business, or sales role The estimated annual pay range for this position is $156,000 - $222,000 which includes a base salary and bonus. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending. Equal Employment Opportunity - M/F/Disability/Protected Veteran Status
    $58k-67k yearly est. 5d ago
  • Client Executive, Employee Benefits

    Hub International 4.8company rating

    Relationship manager job in San Juan, PR

    **Hi,** **we're** **HUB!** We are a leading North American insurance brokerage that provides employee benefits and business and personal insurance products and services. Our network has more than 530+ offices and is proudly ranked 5th among the world's largest insurance brokers with offices in the USA, Canada, and Puerto Rico. We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you with competitive and flexible benefits options rooted in your current needs, which are evolving as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. **The Opportunity** Join us today as a Employee Benefits Client Executive! HUB PR's Client Executive manages a book of insurance business while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, insurance companies, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides high support to producers in obtaining, maintaining, and expanding their business. May also be responsible for account rounding and developing new business by standard practices, policies, and procedures. A sense of urgency, attention to detail, and customer service are essential to comply with our service standards. **A day in the life...** + Responsible for the assigned book of business and overall retention. + Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures. + Oversee the preparation and implementation of all transactions, paperwork, and internal processing/communication for assigned accounts. + Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients. + Responsible for understanding clients' business to determine and ensure insurance objectives are met, and recommendations are adequate to client's needs. + Develop and outline a renewal strategy plan to achieve a cost-effective insurance program that suits the client's needs. + Critically analyzes and compares insurance program terms and conditions to determine suitability and provide recommendations to clients. + Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May also negotiate with underwriters and carriers. + Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate. + Manages, organizes, and conducts client meetings when necessary. + Appropriately document conversations with clients and carrier representatives and update all HUB computer systems to ensure data accuracy. **What you will need for success** + Bachelor's or associate degree + Five years of experience and proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred. + Excellent oral and written English communications skills. + Superior customer service, sense of urgency, and problem-solving skills. + Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. + Ability to work in a team environment. **What will help you stand out?** + Life and Disability License **We are proud to offer...** + Health & Dental Insurance + 401K + Life Insurance + Birthday Date + Summer Fridays + Wellness Fridays + Development opportunities **Job Details** + Hybrid modality + Full Time **EEO employer** _HUB International lives and promotes diversity. Diversity, equity, inclusion, and belonging are guiding principles. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws._ Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: Up to 25% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (**************************************** We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team ********************************** . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
    $75k-90k yearly est. 60d+ ago
  • Relationship Manager

    Edenred S.A 4.1company rating

    Relationship manager job in Florida, PR

    Take a step forward and let Edenred surprise you. Every day, we deliver innovative solutions to improve the life of millions of people, connecting employees, companies, and merchants all around the world. We know there are hundred ways for you to grow. With us, you will expand your skills in a multicultural, challenging, and dynamic environment. Dare to join Edenred and get ready to thrive in a global company that will offer you endless opportunities. Edenred is all about meritocracy. You come as you are, and you contribute. Indeed, the Edenred Group recognizes, recruits and develops all talents and singularities. We are committed to preventing all forms of discrimination and to providing all our candidates with equal opportunities regardless of their gender and gender expression, disability, origin, religious belief and sexual orientation or any other criteria. Revolutionize B2B Payments with Edenred Pay USA Join our team and be part of a company that's transforming the way businesses pay and get paid. At Edenred Pay USA, we're leaders in innovative B2B payment solutions. Our platform streamlines accounts payable processes, eliminating inefficiencies and empowering Accounts Payable (AP) teams to focus on strategic initiatives. As part of the global Edenred family, we offer a dynamic and inclusive work environment, a commitment to employee well-being and professional growth, and opportunities to drive innovation in the payment industry. Why Join Us? * : We offer 100% company-paid medical coverage for employee-only plans, life insurance, AD&D insurance, and long-term and short-term disability. * : Dental, Vision, Critical Illness, Hospital Indemnity, Flexible Spending Account, and Accident. * : Starting salary from $60,000 to $65,000 annually. * : Take advantage of our 401K plan with a generous employer match. If you're passionate about innovation and want to make a meaningful impact, join us at Edenred Pay USA. Job Summary: Relationship Managers at Edenred, will drive stakeholder partnerships, by maintaining a positive customers experience. They will be required to deliver specific financial outcomes by implementing Edenred Pay systems solutions, all while ensuring exceptional customer service. Supervisory Responsibilities: * Become knowledgeable of all Edenred Pay's accounts payable options and processes for each partnership * Manage and provide all necessary customer services, including but not limited to product delivery, supplier enablement, supplier support, and ongoing account support * Accurately answer customer account related inquires, often requiring in-depth troubleshooting, diagnosis, or engagement of other departments * Educate customer on best practices and processes regarding accounts payable processing * Confidently lead customers through conference calls and training * Proactively manage vendor enablement campaigns and databases * Provides necessary timely reporting to customers and proactively seek additional avenues for partnership improvements. * Actively participate as an Edenred Pay's team member by offering ideas and input to support and enhance current products, processes, and programs, and work collaboratively to ensure customer success * Perform all duties within assigned timeline and effectively communicate progress of assigned tasks. * Takes proactive ownership of other special projects and assignments to support the business as needed. * Brings energy and a positive attitude to ensure positive customer experience * Perform other duties as assigned Required Skills/Abilities: * Strong communication skills * Adaptive to frequent process changes * General skillset to perform/navigate on Microsoft OS; minimum of 60 WPM Education and Experience: Required: * A minimum of 1 - 2 years previous customer service experience * Bachelor's degree, ideally in business, communications, finance, or related fields * All applicants must successfully complete a background and drug test Preferred: * Experience with Excel (Intermediate or Advanced) and SalesForce desired but not required * Financial, technology, FinTech backgrounds are a huge bonus; Credit card processing or credit card services background also helpful * Experience in banking, media, and/or hospitality a plus Physical Requirements: * Prolonged periods of sitting at a desk and working on a computer * Must be able to lift up to 15 pounds at times * Must possess the physical and mental abilities to perform the tasks normally associated with an office position that involves standing, sitting, reaching, manual dexterity to operate office machines, stooping, bending to handle files and supplies, and mobility to complete errands or deliveries * May work at computer monitors for prolonged periods with danger of eye strain and muscle pain. EEO Statement: The employment policy of Edenred is to provide merit-based equal opportunity to all persons. No employee or applicant for employment will be discriminated against because of membership in any Federal, State or Local legally protected classes. Edenred is committed to providing reasonable accommodation to individuals with disabilities. To request reasonable accommodation in the application process, contact ********************. Apply now and Vibe with Us!
    $60k-65k yearly Auto-Apply 51d ago
  • Region Manager

    Steris 4.5company rating

    Relationship manager job in San Juan, PR

    At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. The Region Manager is responsible for the sale of consumable products in the Life Sciences industry (pharma/biopharma, medical device, and related industries) within an assigned geographic region. Working with sales leadership to develop strategies for achieving commercial targets, they also directly manage and coordinate activities of their sales team to meet planned goals and objectives. What you will do as a Region Manager Business Management Facilitates the development and expansion of the region's business by initiating and nurturing key relationships and associations in the Life Sciences industry. Monitors and reports market trends to appropriate internal partners and implements region strategies to capitalize on all opportunities. Identify top prospects, projects, and opportunities and ways to improve productivity and drive continuous improvement in the sales process. Comply with the spirit and letter of laws, government regulations, and company policies. Achieving Financial Objectives Develops and clearly communicates business strategies. Drives activities to achieve financial targets for the region and/or assigned territories. Participates in setting pricing strategies using established policy guidelines. Manages time, travel, expenses, and sales activities to maximize effectiveness. Customer Focus Ensures customer needs are communicated and interpreted into all facets of organizational structure. Interacts regularly with other functional leaders to ensure process improvements are implemented effectively. Assures that all direct reports are trained properly and can deliver an integrated, customer solution presentation. Employee Development Creates an environment which encourages self development, creative thinking and problem solving. Coaches the team to leverage their role to ensure positive team selling relationships. Identifies training and educational needs of their region; assures information, resources, education, support are provided to the team through various support functions. Uses all available tools and techniques to develop and communicate vision. Recruits, interviews, and selects individuals matching the profile of the respective STERIS job description. The Experience, Skills and Abilities Needed Required Bachelor's degree required 5 years minimum of sales experience in the pharmaceutical or life sciences market with responsibility for multiple products 2 years minimum of managerial experience within performance reviews, training, and succession planning, etc. Proficiency with Microsoft Office and Customer Relationship Management Software Must have a valid driver's license, passport, and the ability to travel internationally (40-50%) Bilingual (fluent in Spanish, Advanced English) to communicate with Customers and global STERIS team Preferred Bachelor's or Master's degree in Chemistry, Biology/Microbiology, Pharmaceutical Science, or Engineering Significant sales support skills and experience including dealing with complex multifaceted sales situations effectively utilizing a team approach - strong leadership, matrix organization management, interpersonal, communication, organization, and presentation skills Skilled in motivating diverse teams, fostering accountability, and building resilience Coaching, providing feedback, developing talent Excellent communication and negotiation skills High emotional intelligence and adaptability in a fast-changing industry Skilled in setting KPIs, monitoring progress, and adjusting strategies What STERIS Offers We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being, and financial future. Here is just a brief overview of what we offer: Base Salary + Incentive Compensation Program Vehicle Reimbursement Plan (includes monthly stipend + mileage reimbursement) Cell Phone Stipend Flexible Time Off + 9 Corporate Holidays Per Year Excellent Healthcare, Dental, and Vision Benefits Healthcare and Dependent Flexible Spending Accounts Long/Short Term Disability Coverage 401(k) with a Company Match Parental Leave Tuition Reimbursement Program Additional Add-On Benefits/Discounts Opportunities for Advancement in a Stable Long-Term Career Pay range for this opportunity is $105,400.00 - $136,400.00. This position is incentive plan eligible, at target earnings of $45,000 - $55,000, depending on performance. Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc. STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of benefits: STERIS Benefits Open until position is filled. STERIS is a leading global provider of products and services that support patient care with an emphasis on infection prevention. WE HELP OUR CUSTOMERS CREATE A HEALTHIER AND SAFER WORLD by providing innovative healthcare and life sciences products and services around the globe. For more information, visit *************** If you need assistance completing the application process, please call ****************. This contact information is for accommodation inquiries only and cannot be used to check application status. STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law. We are not only committed to this policy by our status as a federal government contractor, but also we are strongly bound by the principle of equal employment opportunity. The full affirmative action program, absent the data metrics required by § 60-741.44(k), shall be available to all employees and applicants for employment for inspection upon request. The program may be obtained at your location's HR Office during normal business hours.
    $105.4k-136.4k yearly 47d ago
  • Account Manager Parts

    Trane Technologies 4.7company rating

    Relationship manager job in San Juan, PR

    In Trane Technologies TM and through our businesses including Trane and Thermo King , we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go. **What's in it for you:** **Be a part of our mission!** As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do business-it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world. As an **Account Manager Parts** , you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our Supply Service offerings. In this position you will identifies, research, and contacts new suppliers who bring new products to the HVAC/R Parts and Supplies business line. Identifies, research, and contacts prospective customers who may be of strategic importance to Parts Channel Development. Responds to more complex customer inquiries by organizing visits to current and prospective customer sites and introducing products to expand sales. Delivers high quality customer service by applying detailed product knowledge. Negotiates prices and delivery times within established limits of authority to close the sales process and develops long-term sales plans for key customers and monitors or adapt sales activities so objectives are met. This position will also be responsible for working directly in our store, attending customers in person, by phone, and email, as well as externally conducting visits and seeking new sales. **Thrive at work and at home:** Thrive at work and at home, through meaningful benefits, flexibility, and opportunities for growth. We offer comprehensive benefits to support our employees and their families including: + You will have the opportunity to participate in the **Company's private medical and life insurance program** prior to meeting eligibility requirements, following the policies, terms, and conditions set by the Company. The coverage and conditions for employees and their family members may vary based on the location. + You will also have access to the all-inclusive **Wellbeing Program** , which provides resources to support the emotional, legal, and financial well-being of you and your family. + The Company offers continuous **learning opportunities** through its continuing education programs. + Additionally, you will be granted one full day (8 hours) of paid time off per calendar year to volunteer with non-profit charitable organizations through the **Employee Volunteerism program.** + In cases of unforeseen personal hardship, the Trane Technologies **Helping Hands Fund** is available to provide support to employees facing financial challenges. **Where is the work:** This position will be based in **San Juan/PR.** **What you will do:** · Contributing to profitable business with new and existing customers and suppliers by supporting the sales process, aiming at meeting and/or exceeding sales targets. · Works under direct supervision to perform routine account management activities. · Interacts frequently with more experienced Account Managers or Sales Managers to develop knowledge of products and services. · Interfaces with external customers to respond to inquiries. **What you will bring:** · Professional in Business, Administration or Engineering. A Diploma or Associate's Degree in HVAC or Refrigeration is desirable. · At least five (5) years of experience in sales related to Parts, Spare Parts and/or Consumables in Industrial Sectors similar to HVAC. · Bilingual and fluent in English and Spanish. · Skilled in computer tools such as Microsoft Office, Salesforce, Oracle, or similar. **Equal Employment Opportunity:** We offer competitive compensation and comprehensive benefits and programs. We are 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, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.
    $52k-80k yearly est. 46d ago
  • Account Manager II

    Renaissance 4.7company rating

    Relationship manager job in San Juan, PR

    When you join Renaissance , you join a global leader in pre-K-12 education technology! Renaissance's solutions help educators analyze, customize, and plan personalized learning paths for students, allowing time for what matters-creating energizing learning experiences in the classroom. Our fiercely passionate employees and educational partners have helped drive phenomenal student growth, with Renaissance solutions being used in over one-third of US schools and in more than 100 countries worldwide. Every day, we are connected to our mission by exemplifying our values: trust each other, win together, strive for the best, own our actions, and grow and evolve. **Job Description** The Account Manager II is responsible for managing and selling Renaissance Learning's products and services, within assigned territory, and achievement of revenue goals through prospecting, new business, customer renewals, cross-sell, and up-sell opportunities. The Account Manager II has meaningful sales experience and brings developing expertise for cultivation and long-term development of customer relationships, maintaining high product renewal rates and strong collaboration with Customer Success partners and members of the Account Executive team. You will operate are the primary account contact for customers, increasing customer loyalty and retention while driving business value and expansion. _This position requires occasional travel for customer engagements, conferences, and other revenue-generating activities within the area of Corpus Christi, TX and surrounding southern cities._ **In this role as Account Manager II, you will be responsible for:** + Managing Opportunities: Drive new business, cross/up-sell and renewal opportunities proactively by engaging multiple decision makers to ensure communication and agreement through the life of the opportunity and use internal and external networks to increase opportunity value. Grow assigned book of business to exceed revenue goals. + Consultative Solution Selling: Understand and sell solutions aligned to customers' unique problems and strategic objectives. Leads across the account team, internal, and external partners to develop winning solutions bringing value for both the customer and Renaissance. + Closing Business: Understand and sell solutions aligned to customers' unique problems and strategic objectives. Leads across the account team, internal, and external partners to develop winning solutions bringing value for both the customer and Renaissance. + K-12 Education Acuity: Possesses a deep knowledge of the K-12 education space including public, private, and parochial schools. Strong understanding of K-12 districts and school administrative roles, funding, purchasing process, buying cycles, policies, practices, trends, and school board oversight. Knows customer workflows, contacts, and how they integrate into decision-making processes. + Domain Expertise: Possess strong technical knowledge of common tools and trends in ed tech space; staying current on probable future state policies, practices, and information affecting customer businesses. Knows the competition and how strategies and tactics work in the marketplace. + Credibility: Builds rapport based on factual accuracy, expertise across offerings, delivering on expectations and proactively providing market insights that inspire customers to think of Renaissance as a partner **Qualifications** **For this role as Account Manager II, you should have:** + 4+ years with prior experience in sales + Proficient in collaboration tools (e.g., Outlook, Microsoft Teams, etc.) + Familiarity with CRMs and other sales technology (e.g., Salesforce, MS Dynamics) + Knowledge of education customers, their organizational structures, and leadership personas + Excellent written and verbal communication skills, including presentation skills **Bonus Points:** + Experience in education sales + Demonstrated capacity for resourcefulness and creative problem-solving **Additional Information** All your information will be kept confidential according to EEO guidelines. **Salary Range:** The base range for this position is $61,800 - $85,000 with a total target compensation (TTC) range of $123,000-158,000. This range is based on national market data and may vary by experience and location. **\#LI - Remote** **Benefits for eligible US employees include:** + World Class Health Benefits: Medical, Prescription, Dental, Vision, Telehealth + Health Savings and Flexible Spending Accounts + 401(k) and Roth 401(k) with company match + Paid Vacation and Sick Time Off + 12 Paid Holidays + Parental Leave (20 total weeks with 14 weeks paid) & Milk Stork program + Tuition Reimbursement + Life & Disability Insurance + Well-being and Employee Assistance Programs Frequently cited statistics show that some women, underrepresented individuals, protected veterans and individuals with disabilities may only apply to roles if they meet 100% of the qualifications. At Renaissance, we encourage all applications. Roles evolve over time, especially with innovation, and you may be just the person we need for the future! **Equal Opportunity Employer** Renaissance is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. For California Residents, please see our Privacy Notice for California Job Candidates here . **Reasonable Accommodations** Renaissance also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition (TATeam@renlearn CRM.onmicrosoft.com) . **Employment Authorization** Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time. For more information about Renaissance, visit: ***************************
    $123k-158k yearly 42d ago
  • Manager, Retail Channels (Branch Manager)

    Oriental Bank

    Relationship manager job in Dorado, PR

    We are seeking a highly motivated, dynamic and results-oriented Manager to lead our new strategic branch in Dorado, PR. The Dorado Branch is expected to become a flagship branch, attracting new customers, establishing our brand, and achieving a strong market position. The Manager, Retail Channels (Branch Manager) will be accountable for planning, executing, and overseeing sales strategies, as well as building a successful team and establishing a strong presence in the Dorado community. Promotes the service and sales culture through our values and attributes and coordinates cross-selling of products and services in accordance with strategic objectives and ensures the franchise model is applied and performed at all levels. This position works on-site in Dorado, P.R. Major duties and responsibilities: * Develop and execute sales strategies for the new location aligned with the retail business strategy and branch network. * Actively engage in prospecting and lead generation, identifying potential clients and converting them into customers. * Lead business development activities at the branch resulting in customer relationship index, loan portfolio, deposit portfolio increase and any additional financial and/or service goals. * Drive and promote positive dynamics among branch team members with customers and co-workers at all levels: synergies, teamwork, and a healthy work environment. * Responsible for the delivery of proactive and superior customer experience in the branch. Building a customer focused culture amongst the entire Branch Team to deepen and achieve long term and profitable customer relationships. * Support the Bank's digital transformation by encouraging the team to actively promote transaction migration and customer's adoption. * Strengthen bank relationship with customers, by encouraging excellent communications skills, effective customers interactions, professional projection and image. * Maintain and sustain a franchise model at the branch, ensures all decisions and determination are aligned and comply with our service standards. Monitors, evaluates and coach staff performance to ensure compliance with our values, attributes and value proposition on daily activities and interactions with internal and external customers. * Oversees direct reports leadership, professional development and performance management activities. * Assist in recruitment process, candidate selection, motivates and develops assigned staff. * Provide direction and lead the staff to maintain required service levels in all branch areas. * Ensures branch compliance with bank regulations, requirements, and procedures; ensures staff follows operational and security policies and procedures. Responsible for obtaining satisfactory results on regulatory reviews, branch audits and any other internal and/or external reviews. * Represents the financial institution in the community through good customer relations. * Reviews and approves banking transactions in accordance with established authority levels/limits. * Manages branch audits. * Other duties maybe assigned. Education and Experience: * Bachelor's degree required. Master of Business Administration Business Administration, Management, Finance or related field preferred. * Proven track record in sales and business development in the banking or financial services industry. At least four (4) years of management and supervisory experience required. * Minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge skills and abilities. * Fully Bilingual - English and Spanish (written and verbal) required. * Proficiency in MS Office (Word, Excel, Outlook), reporting systems and other business applications required. Banking software and applications highly desirable. * Knowledge in financial institution operating policies and procedures, banking regulations (state and federal) is highly desirable. * Demonstrated ability to analyze problems/issues, gather data and information, evaluate and recommend alternative solutions. * Excellent communication skills and the ability to work collaboratively and effectively with diverse staff, colleagues, and clients. WORK AUTHORIZATION & ELEGIBILITY: * Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization. * Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization. Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities) Recruitment Privacy Statement Compliance Posters
    $53k-65k yearly est. Auto-Apply 12d ago
  • Senior Region Manager - Puerto Rico

    Monster Beverage 1990 Corporation 4.1company rating

    Relationship manager job in San Juan, PR

    About Monster Energy: Forget about blending in. That's not our style. We're the risk-takers, the trailblazers, the game-changers. We're not perfect, and we don't pretend to be. We're raw, unfiltered, and a bit unconventional. But our drive is unrivaled, just like our athletes. The power is in your hands to define what success looks like and where you want to take your career. It's not just about what we do, but about who we become along the way. We are much more than a brand here. We are a way of life, a mindset. Join us. A day in the life: As the Senior Region Manager, you'll be at the forefront of driving explosive sales growth and dynamic energy across your assigned territory! Ignite the passion for Monster Energy by spearheading all sales activities with bottlers and retailers. Take charge of bottler business results and powerfully execute our joint business plans with bottling partners, all while leading a high-energy local field sales team. Influence and energize bottler sales, ensuring top-notch execution and implementation of both national and local marketing programs designed to skyrocket market share and smash budget targets. Achieve all this through your exceptional bottler management prowess, inspiring leadership, market execution mastery, and by building unbreakable relationships. Get ready to unleash the beast! The impact you'll make: * Lead market sales team to achieve annual business plan. Develop joint business plan, execution of quarterly sales and marketing initiatives, and identify opportunities and measure performance indicators within the assigned geography. * Attract, recruit, develop, and retain sales talent for the organization. * Manage high level bottler relationships with sales center leadership within our bottlers. Implement Monster business unit and division priorities with their specific sales and distribution centers. * Complete comprehension and utilization of all Monster Energy Company tools (CRM) and capabilities to maximize productivity and results in their assigned market including but not be limited to surveys, training tools, sales data software, asset allocation, and internal social platforms. * Train Bottler Sales Representatives on product knowledge, sales methodologies, and marketing and sales promotions by influencing bottler actions at multiple levels of their organization. Accomplish through partnership ride along in retail outlets, sales presentations within the bottler's facilities, "huddle" calls with bottler reps, and team calls with both internal and external partners. * Sell at retail (outlet level) aligned against quarterly strategic initiatives focused on innovation, distribution, displays, and cold/ambient equipment placements. Accomplish in conjunction with bottler partners in the trade together or through influencing bottler actions. * Lead and develop region crew drives, market audits, company meetings and events, sampling initiatives plus local retail meetings. Duties would include planning, communicating, executing and owning all facets of sales events, set-up, tear-down, customer hosting, sales presentations, and additional responsibilities. Who you are: * Prefer a Bachelor's Degree in the field of -- Business Administration, Marketing, Communications or related field of study * Experience Desired: More than 5 years of experience in Sales, Marketing in beverage industry or Consumer packaged goods (CPG) field * Experience Desired: Between 3-5 years of experience in execution of strategic sales plans, exceeding sales targets * Computer Skills Desired: Proficiency using Microsoft Office Suite * Preferred Certifications: Be at least of 21 years of age and maintain an acceptable driving record * Additional Knowledge or Skills to be Successful in this role: Forecasting, experience with Nielsen, Information Resources Inc (IRI), and other sales reporting systems
    $64k-101k yearly est. 60d+ ago
  • Neuroscience Account Manager (Psychiatry) - Puerto Rico

    Vanda Pharmaceuticals 4.5company rating

    Relationship manager job in San Juan, PR

    Vanda Pharmaceuticals (NASDAQ: VNDA) is a specialty pharmaceutical company focused on the development and commercialization of novel therapies to address high unmet medical needs and improve the lives of patients. We are looking for a Neuroscience Account Manager who wants to join an innovative and dynamic sales organization. We are seeking top talent to join our high-performance sales team to make a difference in patients' lives every day and be part of building a great company. The primary responsibility of the Neuroscience Account Manager, which reports to the Neuroscience District Sales Manager, is to exceed the established goals by delivering real value to our customers through differentiated products and services. Primary Responsibilities: Execute and promote products in alignment to sales strategy in the assigned territory. Frequent collaboration with the District Sales Manager to respond to their day-to-day sales and strategy direction related to product promotion activities. Analyze local market, develop, execute, and monitor performance and results to maximize the appropriate use of the product in defined territory. Maintain a high and current level of product, disease, competitive and market reimbursement knowledge. Determine, implement, and monitor optimal resource (i.e., budgets, time, etc.) allocation within assigned territory. Effectively and persuasively communicate using advanced selling and negotiation skills, relevant information to identified target audiences. Identify, build, and leverage advocacy channels. Secure product access and reimbursement within institutional systems as needed. Manage travel and promotional budget. Fulfill all monitoring and reporting requirements including expenses and call reporting using approved systems and processes. Maintain full compliance with all laws, regulations, and Vanda Policies. Continued employment requires meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers, customer facilities, and state/local governments. Additional, ad-hoc projects, as needed. Education & Experience Requirements: BS or BA with GPA greater than 3.0. Minimum 3 years of pharmaceutical sales experience preferred. Candidates not meeting the work experience requirements may be considered for the “Associate” role. Atypical anti-psychotic experience and/or orphan drug experience preferred. Preferred specialty experience in psychiatry, bipolar, depression, CNS or pain management will be considered. Reimbursement experience preferred. Existing relationships (or those within 24 months) with psychiatrists and/or Community Mental Health Centers in the assigned territory is preferred. Valid driver's license and a clean driving history. Self-Starter, Goal and Results driven - proven track record of above average results. Possess fortitude to sell and compete and driven with ‘hunter' mentality. Strong relationships and knowledge of the territory preferred. Ability to travel (may include overnights). Out-of-territory travel to HQs, training, and sales meetings may be required. Work hours may include meetings scheduled outside of normal working hours. Must reside within territory geography. Performance Competencies: Goal and results driven - proven record of above average results. Highly clinical, patient centric and tactical with excellent communication skills (interpersonal, verbal, written). Ability to navigate complex markets and organizations. Outstanding work ethic and organizational skills. Dynamic, high-impact individual with effective selling and presentation skills. Ability to manage multiple priorities independently and make sound decisions. Ability to read situations quickly and adjust for roadblocks. Customer-focused, self-motivated, and computer proficient. Must possess and maintain a valid driver's license and an acceptable driving record, and be able to operate a motor vehicle as required for local, regional, and occasional overnight travel. May occasionally require lifting and/or moving items up to 15 pounds. Must be able to perform the essential functions of the position, with or without reasonable accommodation; however, reasonable accommodations will be provided for qualified individuals with disabilities unless doing so would impose undue hardship. The total compensation package for this position will also include incentive compensation and benefits such as health insurance, unlimited paid time off, parental leave, a 401k matching program, a car allowance, and other benefits to its employees. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
    $48k-74k yearly est. 60d+ ago
  • Senior Account Manager

    General Investment LLC 3.9company rating

    Relationship manager job in San Juan, PR

    Job Description Serve as the primary relationship owner for an assigned group of top tier client accounts with responsibility for retention and growth. Ensure clients derive maximum value from our services. Prepare implementation plans and lead client on-boarding; present content strategy and annual plan. Work closely with clients to identify needs including content approval workflows and consult on best practices for solutions and setup. Prepare and deliver effective client presentations, including stakeholders at all levels of the organization. Deliver weekly, monthly and quarterly status and results presentations to internal and external teams. Regularly evaluate quality of content, managing external content creation, editorial and strategy resources. Identify new opportunities from within existing accounts, partnering with the Business Development team to aid in increasing revenue. Ensure a deep enough understanding of clients' individual experiences to head off potential issues before they become problems. Responsabilities and Duties: Manage multiple accounts; develop positive working relationships with all customer touch points. Drive client retention, renewals, upsells and client satisfaction. Work closely with Associate Account Managers and Ad Operations on day-to-day operational processes including campaign set-up, receipt of creative or tags, trafficking, optimization, troubleshooting and QA. Work closely with Analytics and Ad Operations to determine root causes for customer success or failure and drive requirements for product or process enhancement and development as needed. Partner with internal cross-functional teams to understand customer goals and key performance metrics and exceed those goals throughout the campaign. Leverage technical tools and quantitative data to manage campaigns to success, high customer satisfaction and renewal. Prepare campaign insights reporting, including analysis and research. Manage weekly campaign status documents for review. Work closely with Finance on billing set up and invoicing. Manage customer activity with CRM tools for maximum efficiency and visibility, with carefully executed follow-up to closure on open issues. Adhere to established processes and workflows, as it relates to campaign set-up and pixel placement strategy, creative execution (including dynamic creative), ad trafficking, campaign management and any troubleshooting necessary with pixels, creative assets and campaign reporting. Provide input on new processes and workflows as needed. Focus on ensuring we maintain superior customer service levels, operational excellence and strategic insight. Qualifications and Education Requirements: Bachelor's Degree in appropriate field of study or equivalent work experience. 5 years experience in Customer Success and/or Account Management. Dynamic personality able to effectively engage and influence a variety of audiences at all levels of a business. Confident communication (written and oral) skills and a demonstrated ability to work collaboratively with all levels of internal and external organizations. A focus on relationships, able to gain trust through communication, expectation setting and completion of planned deliverables. Business acumen, sound decision making, analytical and organizational skills in a fast paced environment; a consultative approach to managing complex client relationships. Project and program management experience; knowledge of key concepts including phases, plans, deliverables, scope and tasks. Ability to prioritize multiple responsibilities, balancing client deliverables on multiple projects as well as internal obligations. Passion about business and dissatisfaction with status quo - always thinking of ways to improve/grow assigned clients. Strong analytical skills. Working knowledge and experience with contracts and contract negotiations. Demonstrated ability to work independently and remain motivated. Working knowledge of computers and Microsoft office suite of services. Bilingual - English and Spanish. We are an employer EEO/M/F/V/D. Job Type: Full-time Pay: $60,000.00 - $70,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance Work Location: In person
    $60k-70k yearly 11d ago
  • Sales Manager

    Service Corporation International 4.4company rating

    Relationship manager job in Ponce, PR

    Our associates celebrate lives. We celebrate our associates. Develops a well-trained sales staff that meets or exceed all sales quotas, increases market share and customer base within established budgetary levels while maintaining the highest ethical standards and observing Company policies and procedures. JOB RESPONSIBILITIES Staff Management and Leadership * Meet and exceed established location sales quotas * Ensure that Sales Counselors utilize methods as set forth in training manuals while observing Company policies and procedures * Provide initial and ongoing sales instruction to ensure that all Sales Counselors meet or exceed the needs of the customers * Manage Sales Counselors acting as their primary reference regarding the aftercare process, prospecting, product knowledge, sales presentations, closing skills, prices, terms, paperwork, sales guideline questions, compliance issues, and delivery of customer service Market Share * Develop marketing programs that compliment the geography, demographics, ethnicity, or religions of the community * Analyze and be aware of competitor pricing * Plan and participate in community events designed to develop prospects and heighten awareness of the location Expense Management * Review all pre-need contracts and at-need cemetery contracts to ensure compliance with HMIS, state/provincial and or federal laws * Approve all discounts offered to customers * Prepare reports that demonstrate compliance with financial controls Operations Support * Maintain all marketing materials, training manuals, sales equipment and other sales supplies * Ensure that sales programs, incentives and awards, and sales presentations are budgeted, approved and conform to Company policies * Maintain all sales rooms and offices in a clean and orderly fashion to provide a professional atmosphere for Sales Counselors and the public Compliance * Ensure that all sales counselors follow the Code of Conduct and obtain proper licensure * Ensure compliance of sales practices with federal, state/provincial and local regulations MINIMUM REQUIREMENTS Education * High school or equivalent * Bachelor's degree preferred Experience * Sales experience not required * Sales Counselor and sales supervisory experience preferred * Experience presenting, training, coaching and motivating salespeople and sales forces a plus Licenses * Valid state/province driver's license with good driving record * Insurance license as required by state/province law and as prescribed by each state board Knowledge, Skills and Abilities * Working knowledge of Windows-based PC environment and MS office applications * Knowledge of Customer Relationship Management systems a plus * Ability to maintain confidentiality * Ability to work beyond standard business hours when necessary to service customers * Ability to set goals for employees that are challenging but achievable Compensation: $45k - $120k+ targeted compensation (with higher earnings potential based on exceptional performance) Benefits: Medical*Dental*Vision*Flexible Spending Accounts (health care and dependent care)*Health Savings Account with Company Contribution*Sick Leave*Short-Term Disability*Long-Term Disability*Life Insurance*Voluntary Accidental Death or Dismemberment Insurance*Dependent Life Insurance*SCI 401(k) Retirement Savings Plan with Company match*Employee Assistance Program As part of your pre-employment background check, your criminal conviction history will be verified, given that this role requires the following material job duties: Working around and/or handling deceased individuals and working around families and colleagues. Convictions creating a direct, adverse, and negative relationship with the identified job duties may result in the withdrawal of a conditional job offer. #SCI Postal Code: 00732 Category (Portal Searching): Sales Job Location: US-PR - Ponce
    $45k-120k yearly Auto-Apply 15d ago
  • Sales Enablement Manager

    Rocket Software 4.5company rating

    Relationship manager job in San Juan, PR

    **It's fun to work in a company where people truly BELIEVE in what they're doing!** The Sales Enablement Manager provides sales leaders and reps with the learning materials, content, training, tools and resources to drive growth and success. Partnering with business development, marketing and product specialists, the Sales Enablement Manager will develop and execute impactful, data-driven programs for transforming the sales process. Success is measured by the overall business impact of these programs and cross-functional collaboration. **Essential Duties and Responsibilities** : + Determines sales enablement priorities with key business stakeholders + Works with the leadership team to develop, execute, optimize and assess Rocket's internal onboarding and internal/external sales enablement programs + Communicates enablement strategy, actions and results to stakeholders + Partners with marketing, sales, operations and business teams to identify opportunities to drive joint selling initiatives + Develops and executes these programs, and tracks and communicates progress to plan + Facilitates content creation and use with sales and marketing teams + Builds a trusted relationship with sales reps and managers, business development reps and marketing representatives + Serves as a liaison between sales, marketing and product teams and recommends best practice approaches + Uses performance data to identify knowledge or skill gaps across the sales team + Gathers and assembles educational content for ongoing training and relays feedback to continuously iterate on the enablement strategy + Maintains sales enablement software to ensure it's easily accessible and is providing the capabilities sellers need + Works with sales operations colleagues to help ensure the CRM solution (SFDC) best supports the organization's selling efforts **Required Qualifications:** + 8 years of experience in a sales enablement or learning and development role in a high-performing sales organization required; previous experience in a sales role a plus. + Ability to "connect the dots" across disciplines/subject matters and translate into business implications. + Excellent project management skills and learns new processes and tools quickly + Experience in managing business processes and measurement through tracking key metrics, preferably in the technology industry + Ability to lead and influence the organization through collaboration + Ability to organize, synthesize, and distill key information + Strong oral/written communication and presentation skills + Customer oriented approach to working with sales and marketing staff, peers and business stakeholders + A strong understanding of the sales environment, including sales content, training and tools such as Salesforce.com and sales enablement and readiness software (i.e., Brainshark). + Other duties as assigned. **Information Security:** Information security is everyone's responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role. **Diversity, Inclusion & Equity:** At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce. \#LI-Remote \#LI-MM1 Annual salary range for this position is between $97,500.00 - $131,625.00 gross before taxes. . **What Rocket Software can offer you in USA:** **Unlimited Vacation Time as well as paid holidays and sick time** **Health and Wellness coverage options for Rocketeers and dependents** **Life and disability coverage** **Fidelity 401(k) and Roth Retirement Savings with matching contributions** **Monthly student debt benefit program** **Tuition Reimbursement and Certificate Reimbursement Program opportunities** **Leadership and skills training opportunities** EOE M/F/Vet/Disability. Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: ************ or send an email to *************************. We will make a determination on your request for reasonable accommodation on a case-by-case basis. As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process. _It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability._ _If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!_ Companies around the world trust Rocket to solve their most complex business challenges by powering their critical infrastructure, business processes, and data. We help extend the value of these assets, enabling our customers to embrace the potential of cloud and mobile computing, advanced analytics, and the innovations of tomorrow. From the clothes we wear to the cars we drive, Rocket solutions power the back-end systems that thousands of brands rely on every day. At Rocket, software is about more than just code-it's about people. We are passionate problem-solvers, working to make a difference for others. Our foundation is built on empathy, humanity, trust, and love, and we strive to embody these core values in everything we do. Whether we're serving our customers, partners, or fellow Rocketeers, we are committed to treating everyone with the respect and care they deserve. Founded in 1990, Rocket Software is headquartered in Waltham, Massachusetts, and has 20 offices worldwide, bringing people and technology together to build a better future.
    $97.5k-131.6k yearly 5d ago
  • Client Development Manager

    Mirus Consulting Group

    Relationship manager job in Humacao, PR

    About Us We are a consulting firm specializing in Computer System Validation (CSV), Quality, Automation, IT, and Engineering services for pharmaceutical, medical devices, and other regulated industries. We provide project-based, staff augmentation, and professional services solutions across Puerto Rico and the United States. We are looking for a Client Development Manager to lead client growth initiatives, strengthen strategic partnerships, and expand our presence in regulated industries. Job Summary The Client Development Manager is responsible for identifying, developing, and securing new business opportunities while maintaining and growing relationships with existing clients. This role requires strong communication, industry knowledge, and a consultative sales approach with a focus on long-term client success. Key Responsibilities: Client Development & Sales Identify, pursue, and secure new business opportunities within the pharmaceutical, biotech, medical device, and regulated industries. Develop and execute strategic sales plans to meet territory and company growth objectives. Qualify prospective clients, assess needs, and propose appropriate service solutions. Prepare, negotiate, and finalize proposals, contracts, and agreements. Manage the full sales cycle-from lead generation to contract execution. Client Relationship Management Build and maintain strong, long-term client relationships based on trust, service excellence, and industry expertise. Conduct regular client meetings to understand staffing needs, project requirements, timelines, and expectations. Coordinate with internal departments (HR, Operations, Recruiting, Finance) to ensure successful project execution and client satisfaction. Serve as the primary point of contact for key accounts and major project bids. Market & Industry Strategy Monitor market trends, competitor activity, and client developments within regulated industries. Identify opportunities for service expansion, new markets, or strategic partnerships. Represent the company at industry events, forums, conferences, and client presentations. Internal Collaboration Work closely with Recruiting to ensure alignment on job profiles, qualifications, and required experience. Collaborate with HR and Operations to prepare documentation, proposals, strategies, and project onboarding plans. Support leadership with sales reporting, pipeline updates, forecasting, and business strategy discussions. Qualifications: Bachelor's degree in Business, Engineering, Life Sciences, or related field. 7+ years of experience in regulated industries (pharma, biotech, medical device) including business development, sales, or account management. Strong understanding of FDA-regulated environments and compliance-driven operations. Proven experience managing complex projects, negotiations, and client relationships. PMP certification preferred (or required if así lo deseas). Excellent communication, interpersonal, and presentation skills. Highly organized, self-driven, and able to thrive with minimal supervision. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Preferred Experience in consulting, professional services, or staffing for regulated industries. Strong network within pharmaceutical/biotech companies in PR or US. Bilingual (English & Spanish) is a strong plus. Key Competencies Strategic thinking Negotiation & influencing Relationship-building Consultative sales Project management Problem-solving Adaptability in dynamic environments Equal Employment Opportunity We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, or any protected characteristic. ***************
    $56k-70k yearly est. 60d ago
  • Business Development Officer - Capital Finance

    UMB Bank 4.6company rating

    Relationship manager job in San Juan, PR

    is seeking candidates in the Phoenix, AZ or Los Angeles, CA metropolitan areas**** As the **Business Development Officer - Capital Finance** , you will be responsible for originating loans consistent with the Company's credit policy; negotiating price and structure of new transactions within set limits; reviewing and approving all transactions before reporting to Executive Management; initiating and maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; and seeking approval from Executive Management for new client transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client, and personnel information. . You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, financial firms, Business brokers, and National organizations. You will also visit prospective clients, as well as produce reports needed for new prospects and attend regularly scheduled meetings. **How you'll spend your time:** + You will be responsible for originating loans consistent with the Company's credit policy + You will be negotiating price and structure of new transactions within set limits + You will be reviewing and approving all transactions before presenting report to Executive Management + You will be initiating and maintaining relationships with referral sources and influence centers + You will be assisting in the underwriting process of new client proposals from prospect to client funding + You will be seeking approval from Executive Management for new client transactions + You will market to current and potential referral sources including, but not limited to, the following: Banks, Certified Public Accountants, Attorneys, Private Equity firms, Financial firms, Business brokers, and National organizations + You will visit prospective clients + You will produce reports needed for new prospects and attends regularly scheduled meetings + Other duties as assigned **We're excited to talk with you if:** + You possess a bachelor's Degree or equivalent work experience + You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment + You demonstrate knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach + You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions affect business lines and the organization as a whole + You can read and interpret financial and budgetary documents + You possess professional verbal and written communication skills + You are analytical, highly organized, pay attention to detail, handle frequent interruptions with ease, and enjoy a fast-paced work environment + You can meet firm timelines and work under pressure + You show self-motivation and a sense of urgency + You demonstrate intermediate to advanced skills in Microsoft Excel and Word **Compensation Range:** $157,500.00 - $292,572.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $39k-48k yearly est. 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Bayamn, PR?

The average relationship manager in Bayamn, PR earns between $38,000 and $79,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Bayamn, PR

$55,000
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