Relationship manager jobs in Bensalem, PA

At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us! Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA. Job Description This opportunity is within the EVERSANA Deployment Solutions business unit, which partners with top tier pharmaceutical, medical device and biotechnology companies to provide better, smarter, faster solutions for the industry. The Client Engagement Manager applies Commercial operational services knowledge and project management processes obtained through education and experience to partner with Business Development and the Deployment Solutions leads to increase operational efficiencies and provide project support from the time an opportunity is officially pursued through hand-off to the Account Activation team. At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us! Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA. Essential Duties And Responsibilities Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by: Utilize a systematic and repeatable approach, to inspect a business opportunity and to disarm and/or remove all types of organizational barriers and to identify the appropriate SMEs to assist with operational design and execution. Works closely with Business Development to capture project requirements, scope and success metrics. Responsible for post-win Salesforce documentation for all business opportunities. Mobilizes a cross-functional team appropriate to the opportunity, e.g., CRM, Incentive Compensation, Data, Reporting etc. to establish and document project development strategy, schedule, costs, budget and resource needs. Works with the appropriate SMEs to establish the execution plan weighing tradeoffs. Continuously tracks project activities, risks, and issues to ensure opportunity progress on schedule while meeting established customer requirements. Works directly with Business Development and the SMEs when needed to drive issues to closure, and/or escalates issues and mitigation recommendations to Deployment Solutions management. Resolves people and team dynamic issues for the effective performance of the operations team in completing their assignments. May work with other program managers on interdependencies with other simultaneous projects. Schedules and leads timely status review meetings, and formal project reviews. Support GDM with SOW Operational Services details applicable to each opportunity. Other duties as applicable to your assigned projects or departmental needs. These duties will be outlined in an annual goals and objectives process and evaluated in an annual performance management process. Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias. All other duties as assigned. Expections Of The Job Travel (20% or number of days) Hours (40 hours per week) Qualifications MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required. Mutual respect: Able to adapt behavior to others' styles; interact with people who have different values, cultures, or backgrounds; be of service to difficult people; optimize the benefits of having a diverse workforce Integrity/professionalism: Able to be tactful, maintain confidences, and foster an ethical work environment; prevent inappropriate behavior by coworkers; give proper credit to others; handle all situations honestly. Collaborative: Works well with individuals or teams; works toward the best solution to a situation; fosters open dialog; accepts the thoughts of others and works to combine ideas to produce winning outcomes Adaptable: Changes behaviors and approach to suit the situation or personalities involved Organized: Plans and organizes work effectively; manages multiple priorities and changes to assignments; anticipates problems and potential issues; meets deadlines, schedules and commitments Decision making and problem solving: Able to take action in solving problems while exhibiting judgment and a realistic understanding of issues; able to use reason, even when dealing with emotional topics; review facts and weigh options. Results Focused (Commitment to Task): Demonstrate dependability in difficult circumstances and show a sense of urgency about getting results; Willingness to dedicate extra time and efforts in order to complete the task. Accountability: Able to take responsibility for actions and outcomes and persist despite obstacles; Able to seek positive solutions. Attention to Detail: Able to be alert in a high-risk environment; follow detailed procedures and ensure accuracy in documentation and data; carefully monitor processes; concentrate on routine work details and organize and maintain a system of records. Customer Focus: Able to demonstrate a high level of service delivery; do what is necessary to ensure customer satisfaction; deal with service failures and prioritize customer needs Preferred Qualifications Along with demonstrated initiative, uncompromised integrity and a results-oriented mindset, the ideal candidate has: BA/BS degree or 5+ years of equivalent/relevant experience. Minimum 3+ years of experience in a client services, operational management, or account manager role. Preferred: Minimum of 3+ years of prior Life Sciences Industry-specific experience working in field sales administration/operations. Basic understanding of Life Sciences Commercial operations to include Field Sales, Medical Affairs, Market Access, Clinical Educators, and Engagement Center programs. Basic understanding of Sales Force Automation, CRM (e.g., Salesforce.com), Reporting/Analytics, Targeting/Alignments, Incentive Compensation and Data Management. Excellent oral/written presentation skills as well as interpersonal skills with the flexibility in dealing with different personality types. Strong customer service and account management skills. Strong organizational and multitasking skills. Proficiency in Microsoft Office applications (SharePoint, Excel, PowerPoint, Word). Fundamental understanding and application of project management principles and skills. Strong aptitude towards usage of automated systems. Strong analytical skills. Ability to translate customer needs into technical requirements. The drive for self-development, the ability to collaborate, and an action-oriented work ethic. Physical/Mental Demands And Working Environment The physical and mental requirements along with the work environment characteristics described here are representative of those an individual encounter while performing the essential functions of this position. Office: While performing the essential functions of this job the employee is frequently required to reach, grasp, stand and/or sit for long periods of time (up to 90% of the shift), walk, talk and hear; occasionally required to lift and/or move up to 25 pounds. The noise level in the work environment is usually moderately quiet, with frequent interruptions and multiple demands. Additional Information OUR CULTURAL BELIEFS Patient Minded I act with the patient's best interest in mind. Client Delight I own every client experience and its impact on results. Take Action I am empowered and hold myself accountable. Embrace Diversity I create an environment of awareness and respect. Grow Talent I own my development and invest in the development of others. Win Together I passionately connect with anyone, anywhere, anytime to achieve results. Communication Matters I speak up to create transparent, thoughtful, and timely dialogue. Always Innovate I am bold and creative in everything I do EVERSANA is committed to providing competitive salaries and benefits for all employees. The anticipated base salary range for this position is $84,100 to $100,000 and is not applicable to locations outside of the U.S. The base salary range represents the low and high end of the salary range for this position. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). EVERSANA reserves the right to modify this base salary range at any time. Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA. EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time. From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************. Follow us on LinkedIn | Twitter

HPS, Inc., a leader in seal design and supply, is seeking a Strategic Sales Specialist. Solving technical problems, delivering the best solutions, and providing excellent customer service is a top priority for our organization. We offer competitive wages, paid time off, company holidays, a comprehensive benefits package, and a department-wide, uncapped, quarterly commission program. Founded in 1975, HPS Inc. is a family-owned business, staffed by a team of professionals in a collaborative environment. If you are an outgoing, energetic salesperson looking to utilize your technical skills to identify and solve customer issues, reach out today! Why Choose HPS, Inc.? HPS, Inc. recognizes that a well-rounded, fulfilled team member knows their value, purpose, and is given the opportunity to make a difference with their work. We value work-life balance through generous paid time off, company-wide breaks during paid holidays, and the belief that great work happens at work. HPS feeds employees' minds with specialized paid training and tuition reimbursement benefits after applicable waiting periods, and their bodies with our legendary “Bagel Fridays” and unlimited snacks and drinks throughout the office and warehouse. Performance Overview: At HPS, the Customer Success Account Manager (CSAM) plays a critical role in building long-term customer partnerships, driving account growth, and ensuring operational excellence. CSAMs serve as trusted advisors and primary points of contact for their accounts, managing retention, performance, and customer satisfaction while representing the voice of the customer across the organization. Core Responsibilities: Customer Retention & Success Maintain a 95% customer retention rate across assigned accounts. Conduct Quarterly Business Reviews (QBRs) with all accounts to align on performance, goals, and opportunities. Lead Monthly Business Reviews (MBRs) for Tier 1 accounts to provide deeper insights and foster executive alignment. Ensure yearly reviews are completed for all accounts across tiers to reinforce trust and highlight value delivery. Track and communicate customer health through metrics such as on-time delivery rates and service performance. Issue Resolution & Escalation Serve as the Account Manager of record when issues arise-leading resolution efforts and ensuring goal resolution within 7 days. Act as the representative of accounts internally, pulling in all necessary HPS stakeholders (operations, engineering, supply chain, sales) to resolve challenges quickly and effectively. Proactively identify potential risks to customer satisfaction and implement preventative measures. Business Growth & Value Creation Identify opportunities to expand business within accounts by analyzing customer trends, usage, and growth levers. Deliver data-driven insights, recommend tailored solutions, and highlight value-add opportunities unique to each customer. Build long-term account strategies to strengthen customer partnerships and support revenue growth. Relationship Management Develop strong, trust-based relationships with customer contacts at all levels, positioning HPS as a strategic partner. Act as a customer advocate internally, ensuring their needs are prioritized and represented across departments. Professional Growth & Expertise Successfully complete and test out of all company training, demonstrating ongoing ownership of personal development. Actively “learn and be curious” by expanding knowledge of HPS seals, their components, and applications-becoming a Subject Matter Expert (SME) in product knowledge. Share product and industry insights with customers to build confidence in HPS as a solutions provider. Please note: This is an individual contributor role, and not one that manages people. The ideal candidate is: Able to work independently and collaboratively in a fast-paced, dynamic environment while remaining meticulous, highly accurate, and always maintaining a professional demeanor. Able to build and maintain strong customer relationships. Experienced in project management, as customer onboarding, account planning, issue resolution, customer success initiatives, cross-functional collaboration, and data analysis and reporting are crucial to success in this role. Able to understand products that are technical in nature and effectively communicate technical concepts to technical and non-technical audiences. Solution-driven, as the Customer Success Specialist is not only resolving immediate issues but contributing to long-term customer satisfaction and retention to ultimately drive business growth and success. Flexible and adaptable which enables the Customer Success Manager to navigate the complexities of client relationships, industry dynamics, and team collaboration to ultimately contribute to the success of both the customer and the company. Requirements: Minimum 3-5 years of experience in customer success, account management, or related role, preferably in the industrial machinery/parts distribution, manufacturing, or design sector. Bachelor's degree in business, marketing, communications, or related field. Proficient in Microsoft 365 (Excel, PowerPoint, etc.), Microsoft Business Central and experience working with a CRM tool, preferably Salesforce. Ability to pass pre-employment screening, which includes a drug test and a background check. Ability to work first shift: 8:30am - 5:00pm EST Monday-Friday. Limited hybrid work arrangement available. Ability to work independently, while keeping deliverables and deadlines top of mind for multiple accounts while maintaining trusted relationships. Ability to understand customer needs, negotiate costs and services, and deliver client-focused solutions. Ability to prepare and present QBRs Must have excellent written and verbal communication skills (English) with the ability to build rapport and trust with customers. Must be legally authorized to work in the U.S. and will not require sponsorship. Travel: Likely 1x/quarter but as much as 1x/month. HPS Inc. offers: Competitive wages dependent upon experience and additional pay increases on an annual basis Comprehensive benefits package to include medical, Rx, dental, vision, STD, LTD, 401K and HSA Quarterly bonus (depending on meeting sales targets) Training and Tuition Reimbursement benefits Company paid holidays Paid time off beginning at 15 days/ year (prorated in year 1) Join us: If you are an outgoing, solution-seeking customer advocate looking to utilize your consultative and nurturing approach to drive customer success, we want to hear from you. Apply now and become part of the HPS, Inc. Team!

Role As a Technical Customer Success Manager, you will serve as a strategic partner to our customers, helping them unlock the full value of our platform. You'll own the customer experience end-to-end-guiding users through onboarding, driving adoption, and supporting long-term retention and growth. Success in this role requires combining deep construction scheduling expertise with excellent customer relationship skills. This is a highly technical position that requires hands-on experience with CPM scheduling software and a solid understanding of construction project management workflows. You'll work closely with customers to refine their scheduling processes, lead pilot projects and proof-of-concepts (POCs) and offer strategic guidance on best practices. You'll also collaborate closely with sales, product, and engineering teams, ensuring customer feedback directly informs product enhancements and new features. Key Responsibilities Customer Onboarding & Adoption: Lead hands-on onboarding sessions and ensure customers are set up for long-term success from day one. Relationship Management: Build and maintain strong relationships with key stakeholders to promote engagement and retention. Technical Training & Guidance: Provide expert support on construction scheduling best practices, especially for teams transitioning from tools like Oracle Primavera P6 or Microsoft Project. Pilot & POC Leadership: Manage and support customer pilots and POCs, helping organizations evaluate and realize the platform's value. Retention & Expansion: Identify upsell and cross-sell opportunities and partner with sales to drive account growth. Customer Advocacy: Act as the customer's voice, communicating insights and feature requests to product and engineering. Support & Troubleshooting: Assist customers with technical challenges and coordinate with internal teams to ensure fast resolution. Data-Driven Oversight: Monitor customer usage and engagement data to proactively surface risks and opportunities for optimization. What We're Looking For 5+ years of experience in construction project management (PM, Superintendent, or Project Engineer roles). Deep knowledge of CPM scheduling and construction workflows. Hands-on experience with CPM scheduling tools such as Oracle Primavera P6, Microsoft Project, or similar platforms. Experience with data center construction (preferred). Track record of driving customer satisfaction, retention, and account expansion. Experience managing customer pilots and POCs. Strong troubleshooting skills with the ability to provide clear, actionable technical solutions. Bachelor's degree in Construction Management or Civil Engineering, or equivalent experience. Excellent written and verbal communication skills with the ability to simplify complex concepts. Strong relationship-building skills across both technical and non-technical audiences. Ability to work independently in a remote environment while collaborating effectively with cross-functional teams. Willingness to travel up to 30%. Compensation $125,000-$140,000 per year

First Student is seeking a passionate and experienced Customer Success Manager to serve as a liaison between First Student customers, business development, field operations and other cross functional teams to deliver on retention goals. Hand-in-hand with operations, this person will be responsible for providing strategic support and leadership to manage and elevate retention and growth activities within First Student's existing customer base.The Customer Success Manager will develop and foster executive business relationships with customers to ensure contract retention. Partnering with operations, they will drive the delivery of contract renewals, timely product implementation, account reviews, increased account product presentation, elevated customer satisfaction and goodwill activities. Responsibilities include retention account planning/strategy development and execution in coordination with operations. This person will have a direct impact on growing and maintaining retention rates of our customers from the time we win/acquire new business through their lifecycle. Exerted efforts will result in the successful on-boarding of new customers and increased retention and upsell/cross sell rates. Success KPIs will encompass customer onboarding, retention, growth and profitability, and execution of marketing/customer/community engagement strategies. Major Responsibilities Support a dedicated area and/or region to achieve growth and customer retention objectives while developing and maintaining trusted relationships at all levels within the customer organization. Work collaboratively with region/area/local operational leadership to develop and support delivery of full account planning processes to improve retention and upsell customers. Plans will include strategic initiatives to drive retention and elevate revenue as well as processes to manage activity towards strategy execution. Develop and support region with customer engagement and account management tools. These will eventually be tracked in Salesforce. Share technology and service offering information, insights and benefits to help the customer understand and compare to other providers and share the advantages, values and benefits of First Student to parents and community members. Partner with operations to onboard new customers obtained via both business development and acquisition. Establish, track and report on shared success criteria. Work cross-functionally with field operations, business development, marketing and communications teams to deliver a focused message and high level of customer satisfaction. Host regular check-ins and business reviews with customers to ensure adoption of new technology or services and realization of success criteria. Accurately report and monitor health of customer deployments and drive corrective action plans with operations, where needed. Partner with business development team by identifying new business opportunities for expanding First Student footprint. Consult regularly with customers to fully understand their needs and actively solve pain points. Provide recommendations and work collaboratively to drive actions to improve the customer experience (working with operations, finance, marketing, technology development, sales, training, etc.…) Establish, track and report on shared success criteria and desired process metrics/ KPI's for large and/or at-risk customers. Collaborate with operational leaders to drive accountability. Suggest methods to improve area operations, efficiency and service to customers. Partner with operations to document and escalate recurring themes or issues found in customer comments and complaints, and ensure the information is given to the right people to resolve. Actively use Salesforce to manage/update relationship information. Monitor accounts and align with region to ensure all required data is uploaded/maintained. Help support the field to increase Salesforce maturity. Act as project manager for various departmental initiatives. Provide competitive insights & product recommendations to the leadership team Other duties as required or assigned. Minimum Education or Certifications Required Bachelor's degree or similar college level education, or 3-5 years of related experience and/or training Minimum Experience or Skills Required 3 years of customer success and/or customer account management experience B2B experience with accounts exceeding $100,000/year A history of developing new accounts Experience serving as a customer advocate with the ability to understand the needs of the client and deliver on those needs Excellent writing skills, with a strong orientation to detail and service. Experience using customer relationship management software, Salesforce strongly preferred Advanced knowledge of word processing, spreadsheet and presentation software. Project management experience strongly preferred Ability to exercise independent thinking with a high level of prioritization skills Ability to generate creative ideas, meet multiple deadlines and work independently. Knowledge of business and management principles. Travel is required

Do you have a passion for bubble tea and business growth? Are you a driven leader who thrives on taking challenges and achieving more? If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact. Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey! Position Description： Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region. Duties and Responsibilities： Traveling regularly to store locations and providing on-site support is required. Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations. Measuring performance metrics and advising on continuous improvements. Supervising and evaluating the performance of store managers and teams. Training, coaching, and when necessary, disciplining staff to maintain company standards. Enforcing brand and training standards uniformly across all stores. Leading local sales and marketing efforts, while contributing to company-wide growth strategies. Qualifications： 5+ years of experience as a Regional Manager in the QSR or food service industry. Proven ability to lead and manage multi-unit operations. Strong leadership, interpersonal, and organizational skills. Experience in frontline support and customer service excellence. Ability to multitask and perform under pressure in a fast-paced environment. Valid driver's license and willingness to travel (100% travel required). Availability to work 6 days a week, including weekends and holidays Ability to perform all frontline store duties when needed. Excellent communication skills (written and verbal) in English. Multilingual proficiency in Chinese or Spanish, is a strong asset. Perks and Benefits: Paid Time Off Advancement Opportunities Ongoing Training & Career Development Discounted Drinks Competitive Salary Company Events Other Benefits Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community. Job Type: Full-time Salary: $95,000-$110,000 Benefits: Dental insurance Employee discount Health insurance

We are expanding our enterprise partnerships across the pharma and life sciences sector, supporting Corporate Affairs and Communications teams in managing complex, global digital ecosystems. We're seeking a US-based Account Lead with experience in Healthcare Communications, corporate digital operations and project management. You'll act as the day-to-day strategic and delivery lead for a major Corporate Affairs digital program - coordinating updates across multiple stakeholders, ensuring compliance and governance, and driving consistency across a network of global corporate and product websites. This is a hybrid role that blends account leadership, governance, and project delivery- ideal for someone who understands how to bring structure, clarity, and calm to a fast-moving corporate communications environment. What You'll Do Account Leadership & Client Partnership Serve as the primary point of contact for a US-based Corporate Affairs team. Build trusted relationships with stakeholders across Corporate Affairs, Digital/IT, HR, and agency partners. Translate business objectives into actionable digital plans and deliverables. Provide strategic oversight to ensure alignment, transparency, and on-time delivery. Governance and Workflow Oversee governance across a large multi-site corporate web ecosystem. Manage the intake, triage, and prioritization of content and technical requests. Coordinate workflows between creative/content agencies and technical delivery teams. Maintain SLA tracking, dashboards, and ongoing performance reporting. Project Management Lead quarterly delivery cycles tied to major corporate events, product launches, and content updates. Oversee day-to-day collaboration with offshore development and QA teams. Proactively manage risks, dependencies, and timelines to maintain operational stability. Leadership and Collaboration Partner with the wider team to ensure consistency and excellence in delivery. Contribute to refining governance frameworks and improving digital workflows. Represent Pulse in regular steering meetings and strategic planning sessions. Who You Are Experienced digital account or project lead (7-10 years) with pharma, biotech, or healthcare communications experience. Confident in managing multiple stakeholders and workstreams across corporate and product websites. Strong understanding of regulated digital publishing, compliance workflows, and corporate narrative alignment. Skilled communicator with excellent organizational instincts and client-facing presence. Hands-on with digital production and operations - understanding how sites are built, updated, and governed. Qualifications Bachelor's degree or equivalent professional experience. 5-9 years of experience in digital account management or project delivery. Demonstrated experience working in pharma, healthcare or life sciences and corporate communications Knowledge of CMS platforms (WordPress, Sitecore, AEM, etc.) and digital workflows. Experience managing SLAs, QA, and structured content workflows. Level & Reporting Equivalent to Base 2-3 (senior client-facing lead with PM capability). Reports to the Global Account Lead (EU-based). Why Join Pulse Digital Pulse partners with global life sciences organizations to deliver human-centric digital experiences that enhance corporate reputation and stakeholder engagement. You'll play a key role in shaping the digital operations of a global Corporate Affairs team - ensuring stability, consistency, and continuous improvement across an evolving web ecosystem.

Personal Lines Advisor Compensation: $75,000-$80,000 annually + Bonus Opportunity Work Setup: Onsite, Monday-Friday, 8:00 AM - 4:30 PM (Allentown, PA (Training) → Transition to Nazareth, PA Office post training) Avenica partners with a longstanding, people-first insurance organization that has been helping individuals, families, and businesses protect what matters most for over 65 years. This team is known for its exceptional customer service, commitment to education, and dedication to building long-term relationships-not just selling policies. This is an opportunity to join a trusted and community-focused insurance agency as a Personal Lines Advisor. You'll be responsible for servicing existing clients, managing renewals, and helping clients navigate their personal insurance needs with clarity and confidence. How You'll Drive Impact As a Personal Lines Advisor, you'll play a key role in maintaining strong client relationships and ensuring every policyholder feels informed, protected, and valued. You'll manage renewals and rewrites, handle client requests, and identify opportunities to add value through additional coverage or savings. Key Responsibilities: Handle existing clients' processes, renewals, and rewrites with accuracy and care. Provide exceptional in-house customer service and respond promptly to client inquiries. Educate clients on coverage options, technology tools, and ease of doing business. Review renewal policies for accuracy and rate changes; research savings alternatives if renewal increases exceed 15%. Identify opportunities for cross-sells and up-sells and coordinate with the Personal Insurance Producer. Maintain accurate records in AMS360; document all client communications and carrier interactions. Assemble applications, appraisals, and required materials for policy issuance. Monitor renewals, cancellations, and reinstatements to ensure seamless client service. Process and document mail, downloads, and policy updates daily per agency standards. Follow agency E&O guidelines and maintain orderly, up-to-date electronic files. Support special projects or process improvement initiatives as assigned by management. About You You're a relationship builder and problem solver who takes pride in delivering an exceptional client experience. You value accuracy, communication, and professionalism, and you're looking for a long-term opportunity to grow within a respected insurance organization. Qualifications: 3+ years of experience in personal lines insurance or a similar role. Active Property & Casualty License (or willingness to obtain within 45 days of employment). Strong understanding of personal lines underwriting, coverage, and client service. Experience with AMS360 and Microsoft Outlook preferred. Detail-oriented with excellent communication and data-entry skills. Self-starter with strong organizational and follow-up abilities. Why This Opportunity? This position offers the chance to make a meaningful impact while growing your career within an established, supportive organization. You'll work alongside experienced professionals who value mentorship, collaboration, and community involvement. Benefits Include: Competitive salary with bonus potential. Health, dental, and life insurance. 401(k) with company match. Paid holidays, vacation, and sick time. Company-sponsored outings and team gatherings. Support for licensing and professional development.

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. * The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Consistently demonstrate a superior level of proactive client focus and team work. * Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. * Develop strong working relationships with daily client contacts. * Provide ownership for the resolution of issues escalated by clients and financial professionals. * Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. * Review existing book of business to identify plan retention and create strategy for non-elite advisors. * Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. * Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. * Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. * Lead and/or participate in projects that create additional value for existing relationships. * Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. * Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. * Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related fields, or equivalent work experience * Minimum of 7 years' experience in retirement services industry or related field is preferred * Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment * Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred * Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment * Excellent analytical and problem solving skills * Ability to work with a high level of independence * Must be detail oriented and be able to produce high quality work within tight time constraints * Ability to make sound business judgments while effectively balancing client needs and organizational considerations * Excellent written and oral communication skills, including group presentation experience. * Proficiency with Microsoft Office products including Excel, Word and PowerPoint * Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments * Demonstrated project management skills * Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

Relationship Manager Direct Hire Industry: Roofing/Construction Pay Rate: $50,000 + Commission ($25-$60k Anticipated) Overview: Our client, a prominent roofing services provider, is looking for a Relationship Manager for a full time position based out of Philadelphia, PA. Our client offers a unique opportunity for Relationship Managers to earn a substantial income through base salary and an aggressive commission structure, with current managers averaging between $110,000 - $150,000 annually. This role is ideal for self-motivated, competitive individuals ready to leverage their sales skills in a consultative role, making a tangible impact on clients businesses and their own financial success. Responsibilities Identify and secure new business opportunities with commercial real estate owners and managers, while maintaining and enhancing relationships with existing clients. Employ a consultative sales approach to understand client needs and offer tailored solutions for their roofing challenges, ensuring services exceed standard offerings in the market. Account Growth: Focus on turning new clients into repeat customers through strategic account management and by fostering trust, utilizing our tools and methodologies to assist clients in budgeting and planning for roof repairs and maintenance. Collaboration and Teamwork: Work closely with Service Technician teams to ensure service delivery aligns with client expectations, upholding our core values of pride in work, exceeding standards, mutual respect, and care in every interaction. Sales Strategy Implementation: Apply proven sales methodology to create and capitalize on sales opportunities, ensuring a deep understanding of the roofing industry's challenges and solutions. Meet and exceed sales targets, with the potential to earn significant commission on top of a base salary, by leveraging traditional sales skills and a competitive, energetic approach to client engagement. Requirements: - Minimum of 3 Years of B2B Sales Experience. - Valid Drivers License. - Basic Computer and Math Skills. - Comfort with Climbing Ladders. - Capability to lift 50 lbs. Preferred: - Construction/Roofing Experience. - 5+ Years of B2B Sales Experience. Compensation: - $50K Base Salary plus uncapped commission (anticipated $25K-$60K). - Paid Vacation. - Medical Benefits. - Company Vehicle, Cell Phone, and Computer provided.

Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the external sales team in acquiring, developing, and maintaining relationships with successful financial advisors. Candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful and selfless in the execution of all tasks. Essential Functions * Manage territory with external Investment Consultant to attain both sales and revenue goals. * Conduct consultative, relationship-building sales calls by phone with financial advisors. * Develop and execute sales plan strategies with members of both external & internal sales teams. * Articulate investment solution strategies and discuss financial markets (domestic and international). * Identify sales opportunities and advisor needs, advance relationships and introduce new concepts. * Analyze regional/product sales trends within partner firms and among individual financial advisors. * Work with various departments/individuals within the organization to provide exceptional service to our financial advisors. * Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling. * Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures. * Performs other duties as required. Competencies for Success * Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies and other investment vehicles. * Ability to view business on a macro and micro level. * Motivated to achieve success. * Strong work ethic, high integrity and strong values. * Sound communication and interpersonal skills. * Strong consultative sales skills - probing, listening and closing. * Exceptional verbal and writing skills. * Ability to learn and adapt to new technologies. * Experience in financial services industry preferred. * Series 7 preferred. * College degree preferred.

#1 Company to sell for ! Great work to life Balance. Sales professionals, are you ready to turn your winning personality and ambitions into a rewarding and challenging career in financial solutions sales? Join us at Heartland Payment Systems! As one of the largest payments processors in the U.S., we've helped countless businesses grow by providing credit/debit/prepaid card processing, payroll and payment solutions to more than 300,000 businesses and educational institutions nationwide. Heartland Payment Systems, Inc. (NYSE: HPY), one of the largest payment processors in the United States, delivers credit/debit/prepaid card processing and security technology through Heartland Secure™ and its comprehensive breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing solutions, payroll solutions, and related business solutions and services to more than 300,000 business and educational locations nationwide. A FORTUNE 1000 company, Heartland is the founding supporter of the Merchant Bill of Rights, a public advocacy initiative that educates merchants about fair credit and debit card processing practices. Heartland also established the Sales Professional Bill of Rights to advocate for the rights of sales professionals everywhere. Job Description Due to our continued growth, we are seeking highly motivated and experienced Sales Representatives to play a key business development role, presenting value propositions to potential clients, developing financial analysis, and closing sales with clients signing contract via atlas on the spot. This will also involve, prospecting, creating leads, up-selling clients on our wide array of products, and applying a consultative sales approach to uncover and address business needs. You will meet regularly with our Sales Training & Technology team for continuous training to hone your skills and ensure your ongoing success with us. More than just another job, this is a fantastic opportunity to establish yourself and build a career in this globally expanding industry. If you want to be rewarded fairly for your efforts and create wealth with unlimited potential, we want to hear from you. Contact us today! Additional Information All your information will be kept confidential according to EEO guidelines.

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager Brown Brothers Harriman is currently recruiting a Relationship Manager to join our Capital Partners team in Philadelphia. In this role you will serve as the point person for ultra-high-net-worth clients, with a focus on increasingly more complex relationships, client service and portfolio management. You will be expected to demonstrate a high level of credibility, presence and confidence in working with clients as well as intellectual know-how (ability to answer non-routine client questions). As an RM, you will generally handle meetings on you own - but may have a more senior team member tangential to an account's management. You will also focus on business development (from existing and new clients), partnering with Team Leader, other RMs, Relationship Associates and Wealth Planners in the process. Some of your key responsibilities include: Relationship Management and Business Development Effectively service clients and is the primary point person on designated accounts; handles moderately complex accounts independently. Partner with more seasoned RMs on the most complex accounts. Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm. Split time between managing existing client relationships and sourcing new business Investment Execution Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance). Demonstrate knowledge of the fundamentals of each element of investments and ensure that the needs of our clients are being addressed. Implement investment strategy to meet individual client goals and objectives. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Possess high level of investment knowledge (knowledge of all asset classes and their characteristics, risks, tax consequences) and judgment and demonstrate this knowledge with clients. Prepare for account review, account opening/closing/maintenance, and creation of client meeting materials. Risk Management and Administration Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrates 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions. Act as primary day to day contact point with clients, elevate high level risk issues to Team Leader and/or CAO. Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs). Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations. Business and Professional Leadership Active participation in personal and professional networks (e.g., organizations professional contacts); beginning to research/monitor industry related resources (e.g., newspapers) to identifying potential leads (in conjunction with more seasoned RMs/TLs). Manage self to develop professionally and personally by utilizing the internal resources at BBH. Coach, train and mentor RAs and Sr. RAs and provide input on their career development. Qualifications: BA/BS required and/or equivalent job experience 8 plus years relevant portfolio management experience involving equities, bonds, or both Excellent client service skills Superior oral/written communication, analytical and thought leadership skills Knowledge of asset allocation, trust and fiduciary principles Strong team player Strong work ethic CFA, CFP, and/or MBA a plus We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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

Job Description Client Relationship Manager You'll be the key point of contact for clients. Leading engagements, managing workflow, and providing hands-on tax and accounting support. This role blends leadership and technical work: you'll review returns, guide staff, and stay closely involved with clients throughout the year. We're looking for someone who is personable, communicative, and confident managing small business clients. If you enjoy direct client interaction and want a clear growth path in a supportive firm, this is a great fit. Details: 4-7 years of public accounting experience with small business clients Strong technical skills in business and individual tax Excellent communication and client service skills CPA or actively pursuing preferred (not required) Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Mindbiz Coaching & Consulting, Inc. is the top choice of Fortune 1000 companies for affordable top-flight business services. Mindbiz Coaching & Consulting, Inc. has worked with global and national powerhouses, including: Exxon/Mobil, New York Life, telecom giant WPCS, Five Below and Roto-Rooter. Over the past 7 years, we've also assisted more than 750 mid-size and small business clients in achieving dramatic business turnarounds and next-level performance. At Mindbiz Coaching & Consulting, Inc. we staff a team of top-flight business experts, including PhDs, MBAs, career veterans of DuPont and Bloomberg, and even a best-selling author. Job Description As an Area Relationship Manager for Mindbiz C&C, Inc. you'll become part of a top-flight client acquisitions team that enjoys local territory management authority and the industry's most exciting compensation package. Mindbiz, C&C, Inc, Area Relationship Managers (ARM) serve as the critical first point of contact between the company and its midsize and small business clients. Our Area Relationship Managers average $75,000 first year with 6-figure potential for top performers. Benefits include medical, company expense account, mentorship under CEO and VP, convenient local territories, broad management and territory authority, and opportunity for promotion to our prestigious and lucrative Fortune Client Division. Qualifications Qualifications include prior sales experience (preferable w/ territory management responsibilities) Business degree a plus Ability to communication effectively w/ executive-level decision-makers Impeccable presentation skills Self-starter w/ self-management skills

* Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales. * Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit. * Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans. * Interview applicant(s) and request specified information for loan application. * Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations. * Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan. * Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms. * Present loans to appropriate approving authority or Loan Committee for approval. * Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services. * Respond to customer information requests or inquiries involving small business loans. * Provide loan data to support marketing and sales promotion programs as required. * Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management. Penn community Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Description Client Engagement Manager - Accounting Services Consulting Firm Employment Type: Full-time, Permanent About the Company Our client is a dynamic bookkeeping, accounting, tax, and consulting firm serving a diverse range of clients both onsite and virtually. The firm is committed to bridging the gap between traditional bookkeeping and business advisory, offering team members exposure to a wide variety of accounting tasks and industries. Position Summary The Client Engagement Manager, Accounting Services, oversees accounting operations, ensures financial accuracy, and manages multiple client accounts. This leadership role involves supervising a team, driving process improvements, and acting as a strategic advisor to clients. The ideal candidate is detail-oriented, experienced in accounting principles, and passionate about team development and client service. Key Responsibilities Serve as an advisor for a diverse client portfolio, identifying needs and creating tailored accounting solutions. Evaluate key account concerns and develop strategies to resolve issues using team expertise and technology. Lead and mentor a team of Staff Accountants, ensuring high-quality work and adherence to company standards. Act as the primary contact for internal and external stakeholders, ensuring prompt and effective client support. Collaborate with leadership to optimize processes and establish consistent operational practices. Complete ad hoc projects, including operational analysis, audit support, and client-focused initiatives. Financial Oversight & Reporting Manage financial reporting and month-end closing procedures for multiple clients. Support year-end financial reporting and ensure accurate, efficient book closures. Provide expert-level services such as bookkeeping, adjusting journal entries, financial statement preparation, cash-flow forecasting, and AP/AR services. Develop and improve financial reporting practices, ensuring compliance with tax regulations, audits, and internal controls. Qualifications Bachelor's degree in Accounting, Finance, or related field (required); CPA preferred. Minimum 10 years of accounting experience, with at least 2 years in a managerial role. Experience in a public accounting firm industry preferred. Ability to manage multiple clients and projects while meeting deadlines. Strong proficiency in Microsoft Office, especially Excel. Experience with QuickBooks Desktop and QuickBooks Online preferred; familiarity with other accounting systems is a plus. Demonstrated leadership, training, and team development skills. Excellent problem-solving, organizational, and communication abilities. Ability to work in a fast-paced environment.

Job Description Senior Relationship Manager Nationwide opportunities New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client's individual needs within a local market with the best financial resources available globally. Responsibilities The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client's values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth. Candidate Profile The Senior Relationship Manager profile are as varied and diverse as the clients in which they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors. An existing network that can be cultivated and expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions Comfortable interacting with individuals of significant wealth Personal integrity that is beyond reproach Strong academic credentials A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management