Regional Manager, Line Maintenance, Amazon Air - West Region
Relationship manager job in Bellevue, WA
Elevate Amazon Air's Aviation Operations: Transform Air Cargo Performance Are you a strategic aviation professional passionate about revolutionizing air transportation? We're seeking an exceptional leader to drive efficiency and reliability across our air cargo network, directly impacting customer delivery experiences.
Key job responsibilities
- In partnership with the carriers, drive line maintenance efficiency through data-driven continuous improvement strategies
- Develop performance metrics to optimize maintenance operations
- Cultivate strategic relationships with air carrier partners
- Create cross-departmental performance networks
- Solve complex operational challenges with comprehensive, innovative approaches
- Must be able to travel 50% of the time in role
Eligibility requirement
- Individuals hired into this position will have unescorted access privileges to airport security identification display areas (SIDA). For this reason, eligibility for this role will be limited to individuals who pass a security screening, as required by the FAA, DHS, and TSA (as applicable).
- Must be able to secure appropriate airport authority and/or US Customs security badges, if applicable.
- Amazon does not sponsor for immigration, including for H-1B, TN, and other non-immigrant visas, for this role.
A day in the life
Your day will be dynamic and impactful, involving strategic communications with internal and external aviation partners. You'll travel to Amazon Air gateways, collaborating with maintenance teams to track trends, implement improvements, and solve complex operational challenges.
About the team
Our Fleet Performance & Reliability team is dedicated to ensuring aircraft reliability and developing innovative maintenance strategies. We work collaboratively across functions to solve intricate problems and deliver solutions that support Amazon Air's expansive network.
BASIC QUALIFICATIONS- 5+ years of supply chain experience
- Experience using data and metrics to determine and drive improvements
- Experience owning program strategy, end to end delivery, and communicating results to senior leadership
- Minimum of 5 Years Airline or equivalent experience with 14CFR121 operations as a line maintenance technician or maintenance control representative on large transport category aircraft
- FAA Part 65 Airframe and Powerplant certificate
- Experience with aircraft maintenance management systems (e.g., TRAX, MXi, etc.)
PREFERRED QUALIFICATIONS- 2+ years of driving process improvements experience
- Bachelor's degree, or Bachelor's degree in supply chain management, operations, engineering, analytics or related field
- 12+ years airline or equivalent experience with 14CFR121 operations as a line maintenance technician or maintenance control representative on large transport category aircraft
- 4+ years of experience in operational leadership in 14CFR121 airline environment leading aviation maintenance technicians
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $103,900/year in our lowest geographic market up to $181,400/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************** This position will remain posted until filled. Applicants should apply via our internal or external career site.
Customer Success Manager
Relationship manager job in Bellevue, WA
Customer Success Manager
Duration: FULL TIME/PERM
Salary: $85K-$115K, DOE
3+ years of experience in Customer Success, Account Management, or Client Services for a B2B SaaS company.
Proven success managing a customer portfolio, driving adoption, and leading renewal cycles.
Excellent communication, presentation, and stakeholder management skills-comfortable engaging both operational and executive audiences.
Experience using CRM systems (Salesforce) and Customer Success tools (Gainsight, Vitally, or similar).
A proactive, accountable, and data-driven mindset-i.e. own what you do and always deliver measurable outcomes.
Ability to be onsite, 5 days/week, in Downtown Bellevue office location.
Desired Skills
Deep understanding of logistics, last-mile delivery, or supply chain operations.
Familiarity with route optimization, dispatching, or telematics.
Core Responsibilities
We're hiring for a Customer Success Manager to own post-sale relationships with our client's largest customers - helping them achieve measurable business value through our client's SaaS platform. Acting as a trusted advisor, you'll drive product adoption, retention, and expansion across your portfolio. Your success will be measured by customer health, renewal rate, expansion revenue, and overall client satisfaction. Our client is an industry expert within the Last Mile/delivery/logistics space - working to reshape the future of streamlined delivery. We will lean on your abilities to build out Customer Relationships & Strategy, Drive Adoption & Value, increase Renewals & Growth, and support ongoing internal collaboration & advocacy.
Sales Manager (Pet Industry, Food/Drugs/Mass Market Channels)
Relationship manager job in Bellevue, WA
About Us
We're a fast-growing pet wellness company revolutionizing premium pet food and supplies, trusted by 500K+ households across North America. As we scale into mass-market channels, we are seeking a channel-savvy Sales Manager with deep relationships in US/Canada's Food, Drugs, and Mass (FDM) retail ecosystems-particularly Walmart, Costco, Target, Fred Meyer, Walgreens, and regional grocers. Your mission: unlock exponential growth by leveraging your network, crafting tailored strategies, and driving category-leading partnerships.
Key Responsibilities:
Channel Strategy & Execution
Own end-to-end sales for FDM channels (Walmart, Costco, etc.), developing go-to-market plans that align with retailer priorities (e.g., holiday campaigns, brand pitches, shelf optimization).
Negotiate distribution, pricing, and promotional terms, ensuring profitability while meeting retailer KPIs.
Partner with product teams to curate channel-specific assortments and lead new item launches
Relationships & Resource Leverage
Leverage existing C-suite/merchandising contacts at target retailers to accelerate partnerships
Cultivate long-term loyalty through proactive account management: quarterly business reviews (QBRs), joint marketing initiatives (e.g., in-store demos), and crisis resolution (e.g., supply chain disruptions).
Identify whitespace opportunities and pilot test new formats (e.g., co-branded vet clinics).
Data-Driven Performance
Track sales trends via retailer POS data and CRM (HubSpot), adjusting strategies to outpace competitors.
Forecast quarterly/annual targets, ensuring attainment through pipeline management and distributor oversight.
Team Leadership & Collaboration
Partner with marketing on shopper insights and supply chain on inventory resilience.
What You Bring
Channel Mastery: 7+ years in FDM sales, with proven success landing/expanding accounts like Walmart, Costco, or Target
Pet Passion: Deep understanding of pet food/drug trends (e.g., functional ingredients, holistic wellness) and a track record of translating shopper insights into shelf wins.
Network & Negotiation: Existing relationships with decision-makers at 2+ target retailers (e.g., Walmart's pet category lead, Costco's West Coast buyer).
Strategic Agility: Ability to pivot quickly-e.g., shifting from Costco's club packs to Walgreens' grab-and-go pouches during a recession.
Bonus Points
Built a pet brand's FDM presence from $0 to $10M+ in revenue.
Familiarity with retailer-specific programs (e.g., Walmart's Spark Delivery, Costco's Roadshow Events).
HICC America Corp. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, color, religion, sex, sexual orientation, gender identity, national origin or age.
HICC America Corp. has adopted a drug-free workplace policy. Working under the influence of drugs or alcohol is not permitted.
Any employment offer from HICC America Corp. is contingent upon the candidate having and maintaining a valid U.S. Work Authorization status throughout employment.
Relationship Manager VP Seattle
Relationship manager job in Seattle, WA
Relationship Manager: Summary/Objective: To develop new businesses, maintain a sound loan portfolio and assist the department head in various operations of the department. Essential Functions:
Establishes and maintains business entities and individual customer relationships, specially in the field of commercial real estate loan, and provides good services to meet the bank's business goals and objectives including but not limited to loans, deposits, client accounts.
Assists applicants requesting loans by analyzing the customer, interpreting the request, identifying the risk factors, performing a risk assessment, and providing a summary and recommendation in the processing system.
Perform financial analysis and make recommendations on new and existing credits and exposures.
Perform due diligence on loan applications and collateral property and prepare credit memo for initial review.
File loan documentation that must be compiled with bank's policy and procedures as well as Washington State Laws and Regulations
Work with internal department to ensure business processing and meet clients' need
Maintain good quality of bank products by close after-funding monitoring, ensure loan assets meet bank credit and risk requirement, prevent late and defer loan payment
Collect and analyze financial data on potential clients, competitors and the market place and consolidate information into actionable items, reports and presentations.
Participates and attends various social and community functions and in special projects as required.
Perform additional duties as directed.
Competencies:
In order to perform the job successfully, an individual should demonstrate the following competencies:
Strong abilities of communication and relationship management of clients.
Knowledge of finance/accounting to evaluate tax returns, financial statements, projections and cash flows.
Thorough understanding of appraisal reports , environmental reports, construction contacts and mechanics' liens.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.
Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives.
Strategic Thinking - Develops strategies to achieve organizational goals; Analyzes market and competition
Required Education and Experience:
Bachelor's degree (B. A. or B. S.) from a four-year college or university.
More than five years of related experience of Commercial real estate loans in the Seattle market.
Language/Communication Skills:
Written and spoken English at proficiency level.
Ability to read, analyze, and interpret general business periodicals, professional journals, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from managers, clients, and customers.
Ability to speak and write Chinese is a strong plus.
Relationship Manager (Remodel Sales)
Relationship manager job in Seattle, WA
About the role
Gaspar's Construction is seeking a Relationship Manager who values stability, collaboration, and growth as much as we do. Here, you'll be part of a dynamic, award-winning team that doesn't just remodel homes - we build lasting relationships and are committed to exceptional client experiences. Guaranteed $80,000 base pay PLUS generous commission. Our relationship managers can expect to earn on average around $150,000 - $200,00 and up to $400,000.
What you'll do
Create & work a prospecting plan that the sales manager approves to help fulfill the sales goal.
Attend a networking event once a week.
Attend weekly Sandler Sales Training, embrace, and follow the Sandler System.
Retain abreast of updated construction practices by visiting suppliers, attending trade shows, educational seminars, obtaining manufacturers brochures and networking with other contractors.
Attend design & construction meetings.
Assist in estimating.
Identify increase & decrease options prior to sub-walk.
Manage homeowner during sub-walk.
Assist in identifying change orders during construction for scope that was not included in the original estimate.
Must maintain a Washington State Driver's license in good standing.
Qualifications
5+ years of top-notch customer service experience - you know how to build genuine connections!
5+ years of strong sales success (bonus if you're a pro at team selling) - with a passion for closing deals and exceeding goals!
Sales and Design Aptitude - you understand the art of selling and have an eye for design.
A fast learner with a flexible mindset - eager to embrace now challenges and adapt seamlessly to change.
Exceptional teamwork and communication skills - you're not just a team player; you bring clarity to every interaction.
Organized and efficient multitasker - you can juggle multiple projects seamlessly, keeping everything on track.
Computer skills including Microsoft Suite, SharePoint, Zoom, and HubSpot.
Commission Structure
Design projects earn 10% commission on design payments. Paid in full the following calendar month. Commissions for construction projects are paid in two installments: the first after signed agreements, completed estimates, and a 25% deposit, the second payment is paid upon project completion, final gross profit calculation, and financial closure. Adjustments based on change orders and margins apply. Construction project commission Rates are up to 12%, based on Gross Profit (GP) percentage. More details can be explained during the interview process.
Benefits
40-hour Work Week (no evenings or weekends)
Paid Vacation, Holidays and Sick Time
Medical/Dental/Vision
401k Company Match at 4%
Tuition Reimbursement
$50 per Month Cell Phone Allowance
Long Term Disability
PHYSICAL DEMANDS: Work is performed in a jobsite environment. Possible exposures encountered, such as hazardous materials, loud noise, or extreme heat/cold. Essential physical requirements, such as climbing, standing, stooping, or typing. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication in English; access, input and retrieve information from a phone or tablet. May be subject to repetitive motion such as bending, reaching, kneeling, stooping, hammering, and lifting up to 75 pounds.
Private Client Relationship Manager - Bellevue, WA
Relationship manager job in Bellevue, WA
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in Bellevue, WA area and will report in the office.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyCommercial Banking - Relationship Manager
Relationship manager job in Seattle, WA
Job DescriptionDescription:
Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah, and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customers in finding creative financial solutions that work.
To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and lead the whole team to deliver successful financial solutions.
Job Overview
The Relationship Manager (RM) leads the development and maintenance of a loan portfolio, leveraging deep banking experience to ensure customer satisfaction. They are a master at identifying customer needs, analyzing financial data, and creating original financial solutions meeting the client's goals. They create new business by developing trusted customer relationships which nurture referrals, and engaging persistently in business development. They are a team leader, working across internal organizations to help others perform their role effectively and to the client's benefit.
Salary:
$120,000 - $170,000 DOE
Requirements:
Essential Duties & Responsibilities
Being a Relationship Manager means providing the Bank's customers with timely, responsive and exceptional service in accordance with the Bank's mission, vision, core values and customer service standards.
Do you have the experience and know-how to creatively develop and expand customer relationships?
Take the time to understand the client's business, industry and leadership
Clearly identify financial outcomes that enhance the client's success
Develop financial solutions that are creative, sound and effective.
Ensure every deal is executed with high quality, quickly and fairly:
Interview potential clients and accept credit applications
Review applications and credit histories
Review and analyze credit reports and financial information
Evaluate existing and projected company cash flow
Determine value of collateral; review independent appraisal reports
Approve or reject credit applications within bank standards
Prepare detailed loan presentations on new credit applications
Monitor loan documentation and processing
Frequently engage with customers, persistently assess client needs and offer solutions
Identify potential gaps in service and products, and communicate internally to identify opportunities for growth as well as competitive differentiation
Communicate with bank management about overall portfolio health, opportunity for growth, retention risks
Follow through on agreements by monitoring loans through periodic reviews and documentation
Review maturing loans, loan extensions and construction draws
Resolve customer payment issues
Properly maintain credit files including file memos updating the status of the client relationship
Work proactively and independently to develop new sources of businesses
Leverage market insight to target and engage potential customers
Respond to inquiries regarding business and consumer credit and deposit products
Effectively represent Northwest Bank products and solutions.
Minimum Qualifications
Relevant undergraduate degree or equivalent experience
Minimum 5 years of experience in commercial lending
Proven business development skills
Thorough knowledge of credit services and other banking services
Thorough knowledge of lending policies and procedures
Thorough knowledge of business cash flow
Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software
Effective oral and written communication skills
Salary
$120,000 - $170,000 DOE
Benefits
Northwest Bank also offers a competitive benefits package with a wide range of offerings, including:
Health Benefits: We offer two choices of medical plans, a dental plan, and a vision plan all at no cost for employee coverage; comprehensive benefits for employees and eligible dependents, including a spouse or domestic partner.
Short-Term Disability, Long-Term Disability and Life Insurance.
Employee Assistance Program.
Retirement Plans: 401k.
Paid Time Off: Employees accrue 21 days of paid time off annually with increases at five years of service.
Holidays: We observe 11 paid holidays per year.
ORCA Card: All full-time employees will receive an ORCA card at no cost.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. While performing the duties of this job, the employee is regularly required to sit; use hands and talk or hear. The employee is occasionally required to walk; reach with hands and arms and stoop, kneel, crouch, or crawl.
Donor Relationship Manager
Relationship manager job in Kirkland, WA
At Churchome, we are on a mission to be the best at telling the story of Jesus to the world. His story is the story of amazing grace demonstrated in lavish love and great forgiveness offered to all people in every part of the world so they can find home in God. Jesus is the focal point of His story. He is the personification of grace, love, and forgiveness and He desires everyone to know Him and experience who He is. So we want everyone to know and experience Jesus too!
ABOUT THE ROLE
The Donor Development Manager is responsible for raising annual support from Churchome's major gift supporters, totaling more than $15 million annually. This position also has a portfolio of donors to qualify, cultivate, solicit and steward. They will manage the Generosity program which includes collaborating with marketing, as well as cultivating relationships and fiscal stewardship. This personable leader will pay attention to detail, while having the ability to focus on multiple priorities. They will set goals and create strategies to meet those goals, work with various types of people on a regular basis and foster personal relationships with constituents.
The Donor Development Manager must be a forward-focused, team player with a faith-filled attitude. The role reports to the Chief Strategy Officer.
RESPONSIBILITIES
Create and implement comprehensive development strategies including individualized donor plans, and other activities for the generosity team to identify, cultivate, and solicit gifts from existing and new major donors with a special focus on securing multi-year pledges for special initiatives.
Oversees the vision for generosity-focused events
Build relationships and community through networking and pastoring leaders in business and the community.
Create & co-manage the generosity team to a high level of performance, implementing individual and team objectives and clear fundraising metrics which map up to Donor Development Department goals and organizational goals.
Collaborate with the appropriate staff in the implementation of all systems, processes, strategies, and plans to effectively coordinate responsibilities and track metrics for a comprehensive development program.
Involve CEO, CSO, and board members and others in the solicitation of major gifts
Maintain current, accessible information on major donors by fully utilizing Salesforce and other applicable tools
Collaborate with volunteers when appropriate.
Employers may also assign other duties or responsibilities in its sole discretion.
EMPLOYMENT QUALIFICATIONS
Five years of experience in business management, fostering relationships, fundraising, donor management, and team leadership
Excellent communication skills, including written, interpersonal (strong team communication) and verbal (strong presentation skills)
Knowledge and experience in fundraising principles, approaches, and practices
Strong team collaboration skills, including experience with direct, lateral, and upward management of team members
Ability to coach and motivate the Churchome regional teams, and provide opportunities for growth and learning
Ability to plan and execute fundraising events or campaigns
Experience in external relations or marketing, including online fundraising and email marketing
Expertise with SalesForce
Excellent understanding of sustainable relationship building
BENEFITS OF WORKING AT CHURCHOME
Generous paid vacation and holiday time off
Comprehensive health benefits for FTE
403B plan with matching employer funds
Flexible work environment
Paid parental leave, including adoption
A community of incredible colleagues with a heart for Jesus and passion for their work
We are committed to building an equitable and inclusive culture of belonging that not only embraces the diversity of our staff but also reflects the diversity of the communities we serve. We know that the happiest and highest performing teams include people with diverse perspectives and ways of solving problems so we strive to attract and retain talent from all backgrounds and create workplaces where everyone feels empowered to bring their full, authentic selves to work. We are forward-focused, team players who possess faith-filled attitudes so we can be the best at telling the story of Jesus to the world.
Location: Seattle or LA
Work Status: Full Time, 40 hours/week
Supervisor: Chief Strategy Officer
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand and walk. The employee must be able to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Client Partner - Retail /CPG
Relationship manager job in Seattle, WA
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CBG Relationship Manager II
Relationship manager job in Seattle, WA
Seattle Washington Exp 5-7 yrs Deg Bachelors Relo Bonus Occasional Travel Job Description Responsible for the sourcing, securing, developing, and retaining profitable banking relationships within the assigned region. Primary focus is on finding new business opportunities to sell the Bank's products and services. Responsible for contributing to the assigned Region's credit portfolio quality and participates in processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. Maintains and grows current relationships by presenting new lending opportunities, cross selling, and other business to existing clients. Takes primary responsibility as the assigned officer for a portfolio of moderate to complex relationships including direct lending, smaller club-deals or agented syndicated facilities, and/or complex participation bought relationships. This position is the mid-level of the Relationship Manager job family.
Position Accountabilities
Serves as primary contact with assigned prospective and current customers for all of the financial, banking, and investment counseling needs. Primary focus is on finding new business opportunities to sell the Bank's products and services. Conducts interviews with applicants to thoroughly understands current and prospective customer's needs and their financial situation to market and sell additional Bank products and services. Visits applicants at their place of business to verify and better assess their current situation and future needs.
Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the bank. This would include Cash Management, Syndication, and the Capital Market Group.
Assists in obtaining financial statements, tax returns, and other credit information and maintaining individual credit files for all existing customers. Participates in analysis of pertinent credit information and/or credit checks.
Collaborates in write up of all Credit Requests, Variances and other correspondence related to the relationship. Presents credits at loan committee.
Works with loan administration in the review and negotiation of loan documents
Manages existing portfolio and stays informed on their condition is aware of developing trends in the market which may impact credit quality. Prepares quarterly loan reports on existing portfolio.
Performs other job duties as assigned.
Qualifications
Job Specification
Education
Required Education or Equivalent Experience
High School Diploma or GED
Bachelor's Degree in Business or Finance
Master's/Advanced Degree in Business or Finance Preferred
Required Experience
Five or more years of directly related experience
Administrative/Technical Skills/ Other Information
Solid understanding of underwriting and analysis for companies of all sizes and complexities.
Strong comfort and familiarity with use and application of commercial lending principles.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
Client Relationship Manager
Relationship manager job in Kirkland, WA
FusionTek is a Managed Service Provider established in 2007, with offices located in Kirkland, WA, Federal Way, WA, Washington, DC, and Tampa, FL. Our innovative team is passionate about IT infrastructure management for small- to mid-sized businesses.
As we continue to expand our services, we are eager to find a Client Relationship Manager who embodies our core values:
* Teamwork: We achieve our goals collaboratively.
* Growth Mindset: We are focused on continuous improvement for our team members and our clients.
* Integrity: We operate with transparency and prioritize the needs of our clients.
* Ownership: We take responsibility for our work and ensure commitments are fulfilled.
At FusionTek, we believe strong client relationships are the foundation of our success. We're looking for a Client Relationship Manager who thrives on building trust, solving problems, and driving growth. In this role, you'll be the primary advocate for your clients, ensuring they receive exceptional service and support while helping identify opportunities for expansion.
This role is primarily remote, with occasional travel for client meetings or events required. Candidates must be located in the greater Seattle area and have reliable high-speed internet access.
Here's what you'll be doing:
* Serve as the go-to partner for your portfolio of clients, managing technical configurations and ensuring smooth service delivery.
* Build and maintain long-term relationships that foster loyalty and encourage contract renewals.
* Collaborate with sales and leadership to uncover growth opportunities and expand client accounts.
* Monitor account health, proactively addressing risks and resolving recurring issues.
* Act as the voice of the client, sharing feedback with internal teams to improve service quality.
A Typical Week Might Include:
* Participating in weekly L10 team meetings.
* Assessing the status of at-risk clients and developing action plans.
* Reviewing case studies and collaborating with teams to implement solutions.
* Updating client documentation and account records.
* Coordinating with Project Managers on ongoing initiatives.
* Conducting onsite or virtual client visits.
* Identifying and resolving client issues quickly and effectively.
* Sharing client feedback with internal teams to enhance service quality.
Relationship Manager 1
Relationship manager job in Kent, WA
The Relationship Manager I (RM I) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM I position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, and car buying service. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy.
Responsibilities:
Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone.
Inputs, processes and funds all consumer loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members.
Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month.
Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, Certificate of Trust, etc. Recommends other products and services as appropriate from having conversations that matter with members.
Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
Identifies and reports any suspicious behavior or suspected fraud activity.
Completes all required training and compliance modules.
Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals.
Other related duties as assigned
Maintains member and other sensitive information with confidentiality.
Treats all team members and members with respect.
Represents the Credit Union in a positive and professional manner.
Qualifications:
12 months experience in a similar position having prior loan experience and reaching service and performance goals.
18 months experience including prior loan experience and currently reaching service and performance goals preferred.
Working knowledge of deposit/ loan products (Trust, IRA, certificates, loans/Loans PQ - loans decisions system).
Proven ability to garner business
Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel
Strong verbal and written communication skills in person and over the phone
Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs
Member service and organizational skills
Willingness to make a difference
Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature
Personable and professional
Website: nuvisionfederal.com/careers
Benefits:
Medical
Dental
Vision
Life Insurance
Flexible Spending Account
401(k) Matching
Paid Time Off
Training Provided
Tuition Reimbursement
Covid-19 Precaution(s):
Remote Interview Process (some positions vary)
Social Distancing and Mask Guidelines in place
Auto-ApplyRelationship Manager
Relationship manager job in Seattle, WA
Full-time Description
Who We Are
Seattle Bank is a locally owned, digitally driven financial institution that provides personal, business and partner banking services. Our experienced team and open API, cloud-based core technology platform, deliver a boutique bank experience for clients with interwoven personal and business financial needs. Our highly configurable and scalable tech stack also supports partner banking that enables companies to embed banking transactions into their customer online experience. Seattle Bank is a wholly owned subsidiary of Seattle Bancshares, Inc., a privately held bank holding company, and the creator of CD Valet, a digital marketplace for Certificates of Deposit.
Position Summary
Seattle Bank's Relationship Manager (RM) position is responsible for managing and growing a portfolio of private and commercial banking clients by taking a holistic view of the borrowers' profile and delivering tailored financial solutions. The RM will manage existing and new relationships - collaborating closely with our business development leaders on new opportunities, running with clients and partner referrals, and developing their own referral network.
This role involves building strong relationships with clients, understanding their financial needs, structuring credit requests, and driving documentation and negotiations. The position will work closely and collaboratively with other Relationship Managers, Credit Administration, and others to deliver a personalized experience.
This position is based in our downtown Seattle office and requires full-time, in-person work.
Essential Duties
Client Relationship Management
Develop and maintain strong relationships with existing and prospective clients, by serving as the primary point of contact and ensuring high levels of service and satisfaction.
Take care of clients by responding quickly, clarifying expectations in advance, confirming objectives have been met, and following up to ensure resolution and retention.
Credit and Lending Solutions
Structure, negotiate, and present proposals that identify, quantify, and mitigate key risks and provide appropriate analyses and support for recommendations.
Analyze financial statements, credit reports, and other relevant data to assess creditworthiness.
Business Development
Identify and pursue new business opportunities within the commercial sector.
Attend networking events, industry conferences, and community engagements to promote the bank's services.
Portfolio Management
Monitor loan performance and proactively manage risk within the portfolio.
Ensure compliance with internal policies and regulatory requirements.
Cross-functional Collaboration
Collaborate with credit analysts to ensure timely and accurate processing, and operations and treasury teams to deliver comprehensive, personalized solutions.
Communicate and work effectively with internal stakeholders to achieve common goals and shared success.
Requirements
Bachelor's degree or equivalent experience. Higher education is preferred.
5+ years' experience in private or commercial banking, or wealth management. 3+ years' experience as relationship or portfolio manager.
Understanding of credit analysis, loan structuring, and financial products and services. Experience with commercial credit underwriting, including term, revolving and transactional credits. Familiarity with real estate and other secured financing.
Strong work ethic and sense of urgency. Motivated by high goals and driven to solve problems to get deals done.
Strong written and verbal communication skills. Able to effectively present information and respond to questions from customers, internal stakeholders, and others.
Demonstrated ability to work independently and as a team player. Motivated to achieve individual and shared goals.
High energy but cool under pressure, with a strong point of view and low ego.
Able to manage multiple clients, tasks and projects effectively. Well organized, and attentive to details and deadlines.
Proficient with PowerPoint and Excel, and able to quickly learn other relevant business systems.
Seattle Bank Benefits
We're committed to delivering our promise of peace of mind to our clients and fostering a collaborative, inclusive and supportive workplace for our team members. Our comprehensive benefits program for eligible employees includes:
Medical/Vision, and Dental insurance
Life Insurance, Long Term Disability, Voluntary Life
401K with Bank contribution, Stock Award, and Incentive Opportunity
Paid Time Off:
Vacation - 3 Weeks
Sick Time - 1 hour per 40 hours worked
Holidays - 10 days
Transportation and fitness benefits
And fun, extra perks such as company social events, paid volunteer hours, quarterly incentive awards, and professional development opportunities.
Salary Description $120,000 - $160,000 per year
Manager, Client Success
Relationship manager job in Seattle, WA
Are you looking for purpose-driven work where your role makes a positive impact on communities around the world? If so, then Committee for Children is great place to grow your career as a Manager of Client Success. We're a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. As a Manager, Client Success at CFC, you will lead a team of Client Success Managers and Specialists responsible for driving client satisfaction, retention, and account growth. This role builds and optimizes team strategies and processes that support renewal and expansion goals, strengthen product adoption, and enhances the overall client experience. The Manager fosters a culture of collaboration, accountability, and continuous improvement to ensure consistent delivery of measurable results.
What you'll do when you join us:
Lead, coach, and develop a high-performing team of CSMs in managing strategic accounts and achieving renewal and expansion targets.
Establish team goals and performance benchmarks aligned to client retention, revenue growth, and product adoption strategies.
Drive operational excellence through consistent forecasting, pipeline management, and performance reporting.
Lead strategic renewal and expansion negotiations for complex or high value accounts, modeling effective deal strategy for the team.
Partner closely with Sales, Product, and Marketing stakeholders to identify growth opportunities, enhance customer experience, and inform go-to-market strategies.
Foster a culture of accountability, collaboration, and continuous improvement through regular coaching, feedback, and engagement initiatives.
Serve as an escalation point for complex client issues, ensuring resolution and protecting key relationships.
Monitor performance metrics and coach team members to meet or exceed targets, supporting both individual and collective success.
Here's what we're looking for:
Bachelor's Degree.
5+ years of client success or strategic account management experience.
2+ years of experience developing and leading high-performing teams.
Proven success in leading renewal and expansion strategies and closing high-value deals.
Strong analytical and forecasting skills with experience managing performance against revenue targets.
Exceptional communication, influencing, and presentation skills with internal and external stakeholders.
Demonstrated ability to build scalable processes and enable team capability in a SaaS or Edtech environment.
The ability to travel to clients and events up to 25-50% of the year.
Benefits:
What we do matters. But we can't achieve our goals unless we empower every team member to pursue their own goals and live a fulfilling personal life. Our benefits, perks, and rewards are aimed at doing just that: helping you live your best life at CFC.
We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent's medical and dental premiums
Retirement plan + company match up to 3%
A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs
16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual
Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.
The hiring range for this position is $125,000-$140,000 annually. The pay offered will take into account internal equity and may vary depending on job-related knowledge, skills, and experience, among other factors.
Note: This position is remote, employees are eligible to work remotely in any of the following states: AZ, CA, CO, CT, FL, GA, IL, MA, NV, NJ, NM, NY, OH, OR, PA, TX, VA, WA.
About us:
At Committee for Children, we're dedicated to advocating for policies to enhance, gathering research to support, and developing educational programs to advance the safety and well-being of children through development of essential human skills.
We're best known for our innovative Second Step family of programs, which blend research and rigor with intuitive design to help young people build strengths that will help them realize their goals throughout life. We believe that if you make a positive impact on enough children, the ripple effect will help a family, school, community, and ultimately, the world.
We're proudly building a more welcoming workplace.
We're committed to providing a place that empowers you to bring every bit of who you are to work. When you're able to be yourself, you do your best work. It's as simple as that. And to that end, we're committed to building a diverse and inclusive workplace.
We're proud to be an equal opportunity employer. We're committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We encourage all qualified applicants to apply, without regard to race, color, age, disability, gender identity, marital status, national origin, genetics, religion, sexual orientation, political affiliation, veteran status, or other applicable legally protected characteristics.
Apply now and help us achieve our vision of safe children thriving in a just and peaceful world.
Client Partner (Sales), Strategic Account
Relationship manager job in Redmond, WA
Client Partner (Sales), Strategic Account
Reporting: Vice President
The role will be part of the account sales team for a strategic account. The client partner will be responsible for new business development and nurturing referenceable customer relationships.
Develop strong, trusted and advisory relationships with VPs, GMs and Director levels.
Execute on Sonata's existing account growth strategy.
Sell company's portfolio of services (Upsells and Cross sell) - Digital transformation, ERP, Data and AI, Platform Engineering, Infra -structure management services and Customer Service and Support.
It is a unique opportunity to be a part of Sonata sales team that is looking at redefining its services growth strategies. This role will work closely with the senior leadership team of Sonata.
Background experience needed for the role.
Preferably MBA with 15+ years of IT services (new business development) sales experience in Seattle Market.
Track record of selling multiple $3 -5 M (annual contract value) transformation deals.
Identify, develop, nurture, and grow C -level relationships.
Demonstrated success in selling Digital services, managed services, and Capacity models.
Developing Strategic Client relationships, running QBR's, demonstrating Business Value.
Cross selling and upselling multiple service lines and capabilities.
Creating, communicating, and executing strategic account plans incorporating account marketing.
Experience of working in a global multi -cultural delivery model organization.
Experience working with cross functional enterprise teams to pull together the competency and Delivery capabilities needed to win large transformation deals
Requirements
Consultative sales capability
Excellent communication and presentation skills
Ability to work CXO levels in client organization.
Working collaboratively in teams
Thought leadership.
Industry knowledge
Self -starter
BenefitsCompensation: Competitive base salary, incentive, and benefits
Client Partner (Retail)
Relationship manager job in Seattle, WA
With over 20 years of experience, our global network of passionate technologists and pioneering craftsmen deliver cutting-edge technology and game-changing consulting to companies on the brink of transformation. Since 2001, we have grown from a Java company into a full-service digital consulting company with 4500+ professionals working on a worldwide ambition.
We are organized in complementary chapters - teams with a tremendous amount of knowledge and experience within a particular field, such as Agile, DevOps, Data and AI, Cloud, Software Technology, Functional Programming, Low Code, and Microsoft.
We help the world's top 250 companies and category leaders overcome digital challenges, embrace innovation, adopt new technology, and implement new business models. In addition to high-quality consulting, we also provide offshoring and nearshoring services.
For more details please visit *************
Job Title: Client Partner (Retail)
Location: Remote - Seattle, WA
Overview
We are seeking an experienced Client Partner with deep expertise in the Retail and Consumer Packaged Goods (CPG) sectors. In this role, you will manage and grow strategic client accounts, foster strong executive relationships, and deliver tailored IT consulting solutions that align with the evolving needs of Retail and CPG businesses. Your understanding of industry-specific challenges, digital transformation trends, and operational models will be key to driving client success and business growth.
Responsibilities:
Manage and grow existing client accounts within the Retail and CPG domains, serving as the primary point of contact and trusted advisor to key stakeholders.
Understand the unique business models, supply chain dynamics, and customer engagement strategies of Retail and CPG clients to deliver relevant and impactful solutions.
Collaborate with internal teams and partners to design and deliver value-added IT consulting services that address industry-specific challenges such as omnichannel integration, demand forecasting, inventory optimization, and consumer insights.
Conduct regular account reviews to assess satisfaction, identify improvement areas, and propose enhancements aligned with client goals.
Identify upselling and cross-selling opportunities by leveraging your knowledge of Retail and CPG trends, including digital commerce, personalization, and sustainability.
Develop and execute account growth strategies, including penetration plans and executive engagement roadmaps.
Stay informed on industry trends, regulatory changes, and emerging technologies such as AI/ML in retail analytics, IoT in supply chain, and cloud-native solutions for CPG operations.
Prepare and deliver compelling presentations, proposals, and reports that articulate the value of our services in the context of Retail and CPG transformation.
Maintain accurate records of client interactions, opportunities, and account status in the CRM system.
Requirements:
Bachelor's degree in Business Administration, Marketing, or a related field; Master's degree is a plus.
Minimum of 8 years of account management experience in the Retail and/or CPG sectors, preferably within an IT consulting or technology solutions environment.
Deep understanding of Retail and CPG business processes, including merchandising, category management, trade promotions, and direct-to-consumer strategies.
Proven track record of managing and expanding client relationships, achieving revenue targets, and delivering high client satisfaction.
Strong communication, presentation, and relationship-building skills with the ability to engage senior executives and cross-functional teams.
Analytical mindset with the ability to translate business needs into technology solutions.
Proficiency in CRM tools and Microsoft Office Suite.
Willingness to travel as needed.
Benefits We Are Proud to Provide!
Medical, Dental and Vision Insurance (Subsidized)
Health Savings Account
Flexible Spending Accounts (Healthcare and Dependent Care)
Short-Term and Long-Term Disability
Life and AD&D Insurance
Employee Assistance Program
Matched 401(k) Retirement Savings Plan
Paid Time Off
Xebia is committed to creating an inclusive and 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.
Xebia is committed to providing equal opportunity and reasonable accommodations to employees with disabilities. Xebia complies with the Americans with Disabilities Act and all other applicable federal, state, and local laws regarding disability discrimination and accommodation. Interested Candidates may reach out to reasonableaccommodations@xebia.com for any assistance needed.
Please feel free to share your preferred pronouns with us during the application process.
All persons hired will be required to verify identity and eligibility to work in the United States, and to complete any required employment eligibility forms.
Auto-ApplyLincoln Relationship Manager - Auto Sales & Finance
Relationship manager job in Puyallup, WA
We are looking for an Lincoln Relationship Manager to join our sales team! The Relationship Manager serves as a single point of contact for our Lincoln Clients to ensure a exceptional purchasing and financing experience.
By working at a Lincoln dealership, you can be a part of a brand that honors the past and is invested in the future. Join the Lincoln Family, where we value service to each other and the world as much as to our customers!
Pay is comprised of monthly base + variable compensation.
Range from $42,000 to $120,000
Korum Automotive Group offers a comprehensive benefits package that includes:
Medical / Dental / Vision
Paid Time Off
Employer-paid life Insurance
Voluntary additional Life, Long-Term Disability, Critical Illness, Accident Insurance
Employee Assistance Program (EAP)
Paid Holidays
401(k) Salary Deferral Plan with Employer Match
Vehicle Purchase Discount Program
Discounts on Parts and Service
Employee Events and Recognition
Company-Paid Uniforms for Specified Positions
Paid Training Based on Position
Other Potential Compensation:
Discretionary Bonuses
Incentive Awards
Employee Referral Bonuses
Years of Service Award Bonuses
Responsibilities:
Assisting customers who enter the dealership, answering their questions, and helping them select a vehicle that is right for their needs
Serves as a single point of contact for Lincoln Clients, assisting them with their purchase and finance of their vehicle
Selling a minimum number of vehicles based on the goals and objectives defined by the sales manager
Explaining product performance, application and benefits to prospects and describing all optional equipment available for customer purchase. Determine each customer's vehicle needs by asking questions and listening
Review and analyze actions at the end of each day, week, month, and year to determine how to better utilize time and plan more effectively
Offer test drives to all prospects and follow dealership procedure to obtain proper identification before test drive
Requirements:
Automotive sales background preferred
Excellent customer service, organizational, and negotiation skills
Experience in hospitality industry is preferred
Self-motivated, goal-oriented, and enthusiastic presence in a team environment
Strong written and communication skills
Valid driver's license and clean driving record required
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyClient Manager
Relationship manager job in Seattle, WA
Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.
We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
Trucordia Values
* We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
* We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
* We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"?
* We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
* We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities.
Job Description
Reports To: Client Service Team Leader
Duties and Responsibilities:
* Serve as the first point of contact for clients, providing prompt and professional service.
* Manage the placement of new and renewal accounts with carrier partners across P&C and Life & Health lines. Assist with gathering underwriting information and preparing submission materials.
* Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
* Ensure the successful renewal and retention of accounts through proactive service and relationship management. Maintain accurate and up-to-date records in the AMS360 agency management system.
* Collaborate with Producers, Senior Client Managers, and other internal stakeholders to support client needs. Handle policy changes, endorsements, certificates, and other routine service items efficiently and accurately.
Qualifications
* 1-2 years of experience in insurance, customer service, or a related field preferred.
* Basic understanding of Property & Casualty and/or Life & Health insurance concepts.
* Strong interpersonal and communication skills, both written and verbal.
* Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
* Familiarity with AMS360 or similar agency management systems is a plus.
* Must be detail-oriented with strong organizational skills.
* Active state-issued Insurance license (P&C and/or L&H) required.
Additional Information
Please see our company Benefits:
* Medical, Dental, Vision
* Life and AD&D insurance
* FSA / HSA
* Commuter & Child Care FSA
* Cancer Support Benefits
* Pet Insurance
* Accident & Critical Illness
* Hospital Indemnity
* Employee Assistance Program (EAP)
* 11 Paid Holidays
* Flexible PTO
* 401K
Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
JPMorgan Private Client Relationship Manager - Bellevue, WA
Relationship manager job in Bellevue, WA
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
**Job responsibilities**
+ Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
+ Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
+ Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
+ Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities, and skills**
+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
+ Proven trusted relationship builder with a track record of delivering an exceptional client experience
+ Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
+ Demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
**Preferred qualifications, capabilities, and skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Bellevue, WA and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**FEDERAL DEPOSIT INSURANCE ACT:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Bellevue, WA: $150,000.00 - $150,000.00 / year
Client Partner | Enterprise Platform Sales
Relationship manager job in Seattle, WA
Aera Technology is a pioneer in the growing category of Decision Intelligence - the technology to digitize, augment, and automate decision-making processes with AI and machine learning. Through our AI decision automation platform, Aera Decision Cloud™, we are helping the best-known brands in the world make smarter, faster decisions.
Privately-held and VC-funded, we have a global team of over 400 Aeranauts - and we're growing. We deliver Decision Intelligence innovation and services that enable enterprises to automate and scale decision making with accuracy and speed. We continue to be the trusted choice of market leaders for our proven ability to generate value and unlock opportunities that were previously unattainable.
As a Client Partner, you will partner with senior executives at the most recognized companies in the world to drive adoption of our game-changing platform. Employing a consultative, value-driven approach to sales & client management, you will identify and cultivate new opportunities, manage a robust pipeline, develop, and execute account-specific strategies to close large strategic deals, with new and existing clients, owning overall responsibility for the client relationship. You bring a strategic, consultative mindset and a strong point of view on how to create and sustain value to the table.
The ideal candidate
will
be based out the SeaTac area. Responsibilities
Become an important part of our hyper-growth
Target and close new large enterprise clients using a consultative, value-based selling approach
Promote value creating ideas within existing clients, which expand Aera's relationships and usage of our unique DI platform
Own the C- and VP-level client relationships; acting as a trusted partner and advisor
Articulate our market positioning, why our technology is differentiated, and how our platform can impact the client's business through engaging their business and technology stakeholders
Serve as a subject matter expert in the client's industry and business from strategic intent to functional areas
Develop and own the long-term strategic roadmap, a pragmatic path to executing the vision, and the benefits case for the transformation
Act with integrity and urgency in responding to client requests
Collaborate with cross-functional team members to deliver exceptional service to your clients and secure upsells
Meet or exceed new ACV and customer revenue targets
About You
Must be based in the SeaTac Area
A player - 7 + years of direct sales experience with a recognized data and analytics enterprise software firm, with an emphasis on Operations, Supply Chain Management and/or Digital Transformations
Experience promoting vision and value / outcome based selling
Familiarity and experience with Big Data, RPA/Process Mining, and AI/ML preferred
Highly motivated with a strong track record of success, including consistently meeting or exceeding goals
Ability to quickly understand and diagnose the key challenges facing clients and prospects
Demonstrated ability to build enduring strategic relationships with senior executives
Ability to express a bold point of view, both to engage and challenge your stakeholders
Skilled at crisply articulating the value potential of new and transformational solutions
Passionate about the power of technology to fundamentally transform the way corporations' function
Willingness to travel on a frequent and regular basis
Nice to Have
Strong understanding of High Tech, CPG, Chemicals and/or Manufacturing Industries
Network of contacts in the field
Background in Data Analytics / Planning / ML/AI a definite plus
Supply Chain or Finance experience a plus
$175,000 - $220,000 a year
Compensation for this position consists of base salary + 10-12% commission on all NNARR (uncapped) + Meaningful equity. OTE is $350,000 - $400,000. Actual compensation offered will vary based on a number of factors including prior experience and location. Commission is based on sales performance and is not guaranteed. Equity value is subject to company valuation and vesting requirements.
If you share our passion for building a sustainable, intelligent, and efficient world, you're in the right place. Established in 2017 and headquartered in Mountain View, California, we're a series C start-up, with teams in Mountain View, San Francisco (California), Bucharest and Cluj-Napoca (Romania), Paris (France), Munich (Germany), London (UK), Pune (India), and Sydney (Australia). So join us, and let's build this!
Aera Technology is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, Aera Technology will consider for employment qualified applicants with arrest and conviction records. Aera Technology respects the privacy of your data. Please take the time to read our European GDPR privacy candidate notice available here
Benefits:
At Aera Technology, we strive to support our Aeranauts and their loved ones through different stages of life with a variety of attractive benefits, and great perks. In addition to offering a competitive salary and company stock options, we have other great benefits available. You'll find comprehensive medical, vision and dental plans, a 401K plan, flexible paid time off, generous parental leave, and much more. We believe in a flexible working environment, to allow our Aeranauts to perform at their best, ensuring a healthy work-life balance. When you're working from the office, you'll also have access to a fully-stocked kitchen with a selection of snacks and beverages. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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