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Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Bowie, MD
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$49k-56k yearly est. 7d ago
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Head of Customer Success
Getwellnetwork, Inc. 4.1
Relationship manager job in Bethesda, MD
Title: Head of Customer Success
Reporting to: Chief Revenue Officer
can be based remotely in the US. ~30% Travel Required
Company Revenue: ~$80M (targeting $250M growth trajectory)
Customer Base: 125+ Health System Clients
Opportunity
We are seeking a results-driven and customer-obsessed Vice President of Customer Success to lead and scale our enterprise customer success organization. Reporting directly to the Chief Revenue Officer, this executive will be accountable for ensuring our clients realize maximum value from our precision care products and solutions-driving retention, expansion, advocacy, and measurable clinical and operational outcomes.
As our company accelerates from $80M to $250M in revenue, the VP of Customer Success will play a pivotal role in building a world-class, data-driven, and scalable success model that aligns customer satisfaction with company growth objectives.
Internal Application Deadline: Friday, December 5
Responsibilities Customer Success Strategy & Leadership
Define and execute a comprehensive customer success strategy that drives retention, adoption, and expansion across the 125+ health system client base.
Build and mentor a high-performing organization of account principals.
Establish a clear operating rhythm and success framework that aligns customer lifecycle management with revenue growth objectives.
Revenue & Retention Impact
Drive net revenue retention (NRR) and gross retention (GRR) through proactive account management, executive engagement, and measurable customer outcomes.
Collaborate closely with Sales, Marketing, and Product to identify upsell and cross-sell opportunities based on demonstrated customer ROI.
Serve as a senior customer advocate, ensuring voice-of-customer feedback shapes roadmap priorities and service delivery.
Operational Excellence
Develop consistent metrics and dashboards to track customer health, usage, renewal, and NPS across the enterprise customer portfolio.
Partner with the CRO, Product, and Implementation leaders to optimize customer onboarding, adoption, and renewal processes.
Leverage AI-driven insights and automation to enhance the customer experience, proactively address risk, and surface new value opportunities.
Create scalable playbooks for customer engagement across tiers-from high-touch strategic health systems to tech-enabled accounts.
Cross-Functional Collaboration
Partner with Product Management to translate customer insights into roadmap enhancements that increase adoption and stickiness.
Work with Implementation teams to ensure smooth go-lives and rapid time-to-value for new deployments.
Align with Finance to forecast renewals, model churn risk, and track renewal velocity.
Requirements Required
10+ years of experience in Customer Success, Account Management, or Client Services within SaaS, digital health, or HCIT environments.
Proven track record of leading enterprise customer success teams at scale-driving retention and growth from $50M+ to $200M+ in ARR.
Deep understanding of healthcare provider operations, health system buying cycles, and value realization frameworks.
Data-driven mindset with experience implementing customer success platforms and KPIs that link directly to revenue performance.
Executive presence and communication skills capable of influencing C-suite stakeholders in large health systems.
Inspirational leadership style with the ability to build, coach, and retain high-performing teams.
Preferred
Experience in AI-enabled healthcare solutions or digital engagement platforms.
Bachelor's degree required; MBA or advanced degree preferred.
Experience integrating customer success with product-led growth or AI-first SaaS environments is highly desirable.
Attributes of the Ideal Candidate
Customer Evangelist: Passionate about measurable customer outcomes and advocacy.
Builder & Operator: Skilled at designing and scaling teams, systems, and playbooks for rapid growth and cross-sell.
Strategic Influencer: Able to balance enterprise relationshipmanagement with operational rigor.
Analytical Leader: Driven by data, with a bias toward action and continuous improvement.
Collaborative Partner: Works cross-functionally to align customer success with revenue acceleration.
About GW RhythmX
GW RhythmX is revolutionizing healthcare through connected, AI-native intelligence that unites clinical insight, patient engagement, and system-wide care orchestration. The company combines market-leading AI precision care technology with extensive trusted patient engagement leadership to help health systems deliver the right care, at the right time, through the right clinician and channel. Its solutions are deployed across more than 150 health systems, touching more than 85M patients including 8M U.S. military veterans. The company's award-winning solutions were recognized again in 2024 by KLAS Research, Fierce Healthcare, and AVIA Marketplace. A SymphonyAI Group company, GW RhythmX leverages various firm assets, including $1B+ in R&D investment, longitudinal data related to 300 million patients, 4.4 billion total annual claims, and 1.8 million healthcare professionals at more than 3,000 facilities globally.
About SymphonyAI Group
SymphonyAI Group (SAIGroup) is a private investment firm building leading global enterprise AI businesses by accelerating innovation and growth. SAIGroup companies ConcertAI, SymphonyAI, and GW RhythmX deliver AI solutions that transform industries and bring value to companies, workers, healthcare professionals, and patients. The companies collectively represent a workforce of more than 4,000 talented engineers, data scientists and industry/healthcare experts. SAIGroup is backed by a $1 billion commitment from Founder and CEO Dr. Romesh Wadhwani, a noted entrepreneur and philanthropist. Learn more at *************** and follow SAIGroup on LinkedIn.
Benefits
When it comes to careers, our approach is simple: empower employees to do their best work and live their best professional and personal lives. Meeting the needs of a diverse group of employees across more than 30 states means offering tools to support financial, physical and emotional well-being and the choice to design what meets your needs. You'll find everything you'd expect and many things you don't: exceptionally generous paid time away from work, a variety of paid leave programs, savings opportunities with 401(k) and incentive plans, internal education programs, full array of health benefits, fitness reimbursement, cell phone subsidy, casual offices with snacks and drinks, peer recognition programs, health advocacy and employee assistance programs, chili cook-offs, pet insurance (yes, really) and so much more. Our most valuable benefit? An environment that supports YOU. The estimated pay range for this position is $200,000- $250,000 in base salary plus performance based incentives tied to retention and NRR target . Base salary is dependent on many factors including, but not limited to education, experience and skills. This range is subject to change and may be modified in the future.
Get Well 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.
#J-18808-Ljbffr
$68k-105k yearly est. 4d ago
Commercial Banking Manager
Accenture 4.7
Relationship manager job in Arlington, VA
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management.
+ Demonstrated experience developing and managingrelationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees 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 the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 8d ago
Senior Private Banker & Wealth Strategy MD
Jpmorgan Chase & Co 4.8
Relationship manager job in Washington, DC
A leading financial services firm in Washington, D.C. is seeking a Managing Director, Private Banker with over 15 years of experience in Private Banking. The role involves managing client relationships, advising on wealth management and financial planning, and generating new business. Candidates must hold a Bachelor's Degree and possess licensure or the ability to obtain it within 90 days. Strong client experience focus and proven sales success are necessary for the position.
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$49k-116k yearly est. 2d ago
Sr. Account Manager, Industrial Water Treatment
Veralto Corp
Relationship manager job in Washington, DC
This water treatment sales position is focused on managing existing accounts and growing new business to drive ChemTreat's market position within a geography or an industry. They will be responsible for retaining an existing customer base by fostering the ChemTreat value certification and earning return on investment as well as actively generating new accounts. This position is primarily focused on the profitable growth and maintenance of a territory by determining and meeting customer needs. Majority of the Sr Account Manager's time will be spent managing existing accounts, though some time may be dedicated to acquiring new business.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
Lead the creation, improvement, and implementation of innovative sales strategies to drive ChemTreat's position and increase share within the assigned geography.
Develop key relationships with customers through the following methods: identify and engage key decision makers within existing accounts, prospect and cold call generation, frequent follow up, utilize strategic questioning, and drive to root issues to identify customers' needs.
Increase sales and profit margin within the territory by meeting assigned targets for profitable sales volume and margin dollars.
Engage technical staff and management as needed to develop retention and growth strategies.
Establish professional relationships with key personnel in customer accounts.
Increase sales and profits by achieving designated new business targets for profitable sales volume and margin dollars.
SUPPLEMENTAL RESPONSIBILITIES
Create and present effective proposals to current and prospective customers
Communicate the ChemTreat value proposition to the customer base
Troubleshoot technical and site-specific process issues
Attract, interview, and screen new candidates at various levels
Effectively audit key unit operations
Entertain customers and prospects in accordance with ChemTreat's entertainment policy
Other duties as assigned
KNOWLEDGE & SKILLS
Organizational skills; Self-management
Self-motivated with a strategic mindset
Balance of self-confidence and humility
Ability to be a team player and partner well with others
Required ability to identify issues and develop practical solutions
Excellent verbal and written communication skills (emails, comprehensive service reports, proposals, etc.)
Fluency in Microsoft Office (Word, Excel and PowerPoint)
Industry knowledge specific to water treatment including familiarity with various applications
EDUCATION & EXPERIENCE
Bachelors of Science; Engineering or technical degree required or equivalent 7+ years of relevant experience
7+ years of successful water treatment related experience
Proven track record of generating sales revenue and maintaining and growing an account base
PHYSICAL DEMANDS
Travel dependent on size of assigned territory
May require long hours & varied work schedules
Constantly required to sit and occasionally required to walk, stand, climb (includes stairs), balance, stoop, bend, kneel, crouch or crawl, and talk, hear, and smell
Constantly using hands and fingers to handle, feel or operate objects, and computer keyboards.
Routinely required to reach with hands and arms, squat, turn/twist, or reach, lift, carry, push, or pull up to 60 pounds and sometimes required to maneuver drums weighing 250-800 pounds
Occasionally required to climb stairs and ladders and work at high elevations for extended periods of time.
Occasionally required to drive both short and long distances, not to exceed DOT regulations
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
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.
WORKING CONDITIONS & ENVIRONMENT
Required to wear all Personal Protective Equipment (PPE) for deliveries which may include: eye, hearing and respiratory protection, protective apron, steel toe shoes, gloves, hard hats, or face shields.
Occasionally in extreme heat conditions
Required to use ear plugs for hearing protection
Both Indoor and outdoor sites may have high noise levels
Site location may be at a boiler house
Outdoor site can be located at a cooling tower, water plant, wastewater plant, or a process area.
Use of hazardous chemicals is routine.
Collaborative working environment working; position touches all levels within the customer organization
Trust and respect for customers and ChemTreat field and leadership teams
AT WILL STATEMENT
Employment with ChemTreat is on an at-will basis, which means that either the employee or ChemTreat can terminate the employment relationship at any time and for any reason (or no reason), with or without notice, unless the employee and ChemTreat have entered a written agreement signed by the employee and a duly authorized representative of ChemTreat.
EQUAL OPPORTUNITY
ChemTreat, Inc. is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, gender, age, marital status, disability, veteran status, sexual orientation, gender identity, or any characteristic protected by law.
US ONLY:
The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An associate's position within the salary range will be based on several factors, including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.
The compensation range for this role is - .
We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
US residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Veralto Corporation and all Veralto Companies are committed to equal opportunity regardless of race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity, or other characteristics protected by law. We value diversity and the existence of similarities and differences, both visible and not, found in our workforce, workplace and throughout the markets we serve. Our associates, customers and shareholders contribute unique and different perspectives as a result of these diverse attributes.
The EEO posters are available here.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us at applyassistance@veralto.com to request accommodation.
Unsolicited Assistance
We do not accept unsolicited assistance from any headhunters or recruitment firms for any of our job openings. All resumes or profiles submitted by search firms to any employee at any of the Veralto companies, in any form without a valid, signed search agreement in place for the specific position, approved by Talent Acquisition, will be deemed the sole property of Veralto and its companies. No fee will be paid in the event the candidate is hired by Veralto and its companies because of the unsolicited referral.
$66k-107k yearly est. 8d ago
Recruiter & Account Manager
Sparks Group
Relationship manager job in Herndon, VA
We are hiring! Excellent people---fun & energetic culture---meaningful purpose---partnering with organizations to fulfill their talent needs.
SPARKS GROUP is seeking an experienced, energetic Recruiter to join our OFFICE Group's team. In this role, you will manage the candidate process but also have the opportunity to work directly with client accounts. Responsibilities include:
Use traditional and unique recruiting techniques to source talent.
Own accounts and expand revenue through building relationships with clients and understanding their talent needs, state of business, and hiring plans.
Interview and hire contract staff, making placement decisions to match employees with job assignments
Counsel candidates and problem-solve for clients to create a mutually beneficial partnership
Communicate directly with the client to ensure there are accurate expectations during the hiring process and throughout the contract
The ideal profile for this role is:
A self-starter with sales experience in a competitive industry
BA/BS degree preferred but not required
Strong multitasking and organizational skills
Outstanding client/customer service skills
Sparks Group offers a Monday through Friday schedule, 3 days in the office and 2 remote days, a competitive salary with commission, and a full benefits package including medical, dental and 401K, vacation, and life insurance. If you are looking to make a career move to a thriving service organization that values a work/life balance Sparks Group might be a great fit! Please apply to learn more about the opportunity. We look forward to hearing from you!
Honored to be repeatedly selected on the BEST OF STAFFING Client & Candidate Satisfaction Lists
$55k-95k yearly est. 5d ago
Sales Manager
Fiscalnote 3.7
Relationship manager job in Washington, DC
About the Business Development Team
The Business Development Team at FiscalNote is the key touchpoint for our client-focused approach. Our mission is to help our clients identify challenges and provide innovative, data-driven, and practical solutions to better navigate risk, opportunity, and uncertainty. We leverage our platform of software and information-services products to empower people and organizations with the right information at the right time. FiscalNote's on the Business Development Team, both experienced and new professionals, gain opportunities for learning and professional development in a diverse and innovative culture, rooted in our company values and mission.
About the Position
As a manager, you understand our product in a soup-to-nuts fashion and can boil down the platform offering to truly match the audience they are speaking to. Internally you keep our machine oiled, understanding how to talk across departments and how to motivate, align, and drive the organization; to surpass goals and exceed expectations. The Sales Development Representatives need to understand the power of marketing and the value of solution selling to turn general market interest into real business opportunities for FiscalNote. You will be responsible for managing a team of inside Sales Development Managers & Representatives to achieve and exceed their call scheduling objectives.
About You
You are motivating, empathetic, and metrics-driven. A natural mentor, you provide clear expectations, fair assessments, and constructive feedback that drives performance. You excel at fostering ambitious SDRs into high-performing business development professionals and are energized by the challenge of turning leads-both hot and cold-into tangible revenue opportunities.
The base salary range for the role is $125,000 - 140,000 per year.
#LI-HR1
What to Expect in this Position
Lead, motivate, and evaluate a team of 30 SDRs and Managers
Design and implement individualized coaching plans to strengthen performance and drive excellence
Track and report on KPIs including SDR activity, meetings booked, meetings held, and opportunities created
Measure and improve MQL qualification and conversion rates
Develop SDRs for future leadership opportunities and broader responsibilities
Collaborate closely with Sales and Marketing teams, leveraging platforms such as Salesforce, SalesLoft, Marketo, and Gong
Provide hands-on mentorship and consistent guidance to SDRs
What Sets You Apart
Bachelor's degree in Business or related field
5+ years of experience managing and coaching SDRs and Managers
Strong expertise with Salesforce and marketing automation platforms (Marketo, Pardot, Eloqua, etc.)
Proven experience in prospecting, cold calling, and direct selling (preferably software or services)
Demonstrated success in consistently achieving or exceeding quotas and targets
Experience partnering with marketing to drive demand-generation strategies
Track record of developing and promoting talent
Exceptional communication, writing, teamwork, and people management skills
Strong background in mentoring and coaching high-performing teams
Excited about this role, but don\'t meet 100% of the expected qualifications listed above? We\'d still love for you to apply!
When applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact recruiting.team at fiscalnote dot com, we\'ll be happy to connect!
As part of FiscalNote\'s commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to recruiting.team at fiscalnote dot com to let us know the nature of your request.
About FiscalNote
FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action.
Home to CQ, FrontierView, VoterVoice, and many other industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk.
At FiscalNote, We Lead with Values
Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family
Company Benefits
FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we're all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at *****************************************
FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer.
FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
#J-18808-Ljbffr
$125k-140k yearly 3d ago
Client Relationship Manager
Sun Life Financial 4.6
Relationship manager job in Baltimore, MD
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.
Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.
Job Description:
Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office.
The opportunity: As a Client RelationshipManager (CRM), you'll be responsible for the overall relationship and financial management of a portfolio of Health & Risk Solutions (H&RS) clients, brokers, and third-party administrators (TPAs). This key strategic role focuses on building internal and external partnerships that drive long-term growth and persistency.
You'll work directly with Implementation Consultants (ICs), Client Success Specialists (CSSs), and Stop Loss Specialists (SLS) to manage prospect, sold case, and renewal inventory. We're looking for someone who can make expert recommendations, find creative solutions to client problems, and bring them to resolution.
How you will contribute:
* Establish and maintain excellent working relationships with both internal and external partners
* Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
* Conduct consistent, proactive education and outreach communication with external partners
* Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
* Demonstrate success in negotiation, persuasion, and solutions-based service across departments
* Oversee issue resolution, identify root causes, and participate in creating solutions
* Manage the ongoing lifecycle and renewal process for your assigned block of business
* Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
* Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
* Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
* Act as a liaison between the home office and the Distribution team
* Use Salesforce to manage business and document all relevant customer and broker activities
* Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
* Partner with CRE on projects representing the Client Success Organization
What you will bring with you:
* Ability to work with a diverse range of people.
* Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
* Exceptional communication skills and strong relationship-building abilities
* Proven success in negotiation, persuasion, and solutions-based service
* Strong record of effective customer service
* Excellent organizational and prioritization skills
* Ability to work in a fast-paced environment, managing multiple priorities
* Critical thinking skills and autonomous work capability
* Proficiency in Microsoft Office suite, especially Excel
* Experience with CRM tools, particularly Salesforce
* Strong presentation and interpersonal skills
* Effective listening and note-taking abilities
* Results-oriented mindset and superior collaboration skills
Salary:
$63,000-$94,500
At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.
Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!
We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
Life is brighter when you work at Sun Life
At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.
We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation.
For applicants residing in California, please read our employee California Privacy Policy and Notice.
We do not require or administer lie detector tests as a condition of employment or continued employment.
Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Job Category:
Sales - Client RelationshipManagement
Posting End Date:
29/01/2026
$63k-94.5k yearly Auto-Apply 17d ago
Client Relationship Manager
123Junk
Relationship manager job in Gaithersburg, MD
Both entry level
and
experienced sales associates (compensation may vary based on experience)
Applicants whose values coincide with our mission to keep as many items out of the landfill as possible
Applicants with college degrees with a background in marketing, management, environmental studies, or related fields
Public speaking and cold calling experience strongly preferred
Applicants with a proven track record of managing their time
Responsible individuals capable of setting their own schedule and honoring their commitments without being micromanaged
Position Details:
Actively pursue new clients through traditional and non-traditional sales techniques
Solicit business from new and existing clients
Establish and maintain rapport with our valued clients (we value ALL of our clients)
Attend networking functions, trade shows and maintain a weekly schedule of 1:1 appointments with industry partners
Compose accurate and timely on-site service estimates
Draft proposals and maintain thorough records of appointment transactions
Draft and submit reports, including but not limited to expense reports, mileage logs, and sales progress reports
Benefits:
Generous bonus schedule (base + commission)
Aggressive promotion structure
Company provided laptop
Mileage and company expense reimbursement
Company provided health insurance
Pre-tax SEP
Paid vacation and holidays
$72k-115k yearly est. 60d+ ago
Commercial Banker 3
First National Trust Company
Relationship manager job in Baltimore, MD
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT14
Pay Range:
$122,252.00 - $203,762.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$122.3k-203.8k yearly Auto-Apply 60d+ ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Relationship manager job in Washington, DC
Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client RelationshipManager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client RelationshipManager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$65k-113k yearly est. 60d+ ago
Client Relationship Manager
Klik Solutions 3.7
Relationship manager job in Baltimore, MD
Full-time Description
Equal Employment Opportunity Statement
Klik Solutions is an equal opportunity employer and complies with all applicable federal, state, and local laws prohibiting discrimination in employment. In all hiring and employment practices, Klik Solutions does not discriminate against any employee or applicant based on race, color, religion, sex, sexual orientation, gender identity, gender expression, age, national origin, citizenship status, disability, genetic information, marital status, veteran status, or any other protected characteristic under applicable law.
Reasonable Accommodation Policy
Consistent with the Americans with Disabilities Act (ADA), Klik Solutions is committed to providing reasonable accommodations to qualified applicants and employees with disabilities. If you need assistance or accommodation due to a disability, please contact [HR contact information]. All requests for reasonable accommodation will be evaluated on a case-by-case basis in accordance with applicable laws.
About Klik Solutions
Klik Solutions has evolved far beyond its origins as a Managed Services Provider (MSP). Today, we are a comprehensive technology solutions provider offering a broad spectrum of services, including digital marketing, data services, software and application development and integration, compliance, security solutions, and cloud expertise.
We partner with our clients to provide end-to-end technology solutions, helping them thrive in the digital era through robust IT structures, strategic digital marketing, data-driven insights, regulatory compliance, security measures, and seamless software and application integration.
Position Overview
The Client RelationshipManager serves as the primary relationship owner and project coordination lead for assigned client accounts. This role ensures smooth delivery of services across Managed IT, cloud, security, digital solutions, and strategic projects.
The Client RelationshipManager drives proactive client communication, oversees project progress, resolves issues, and maintains account health through structured business reviews and ongoing service alignment. This position requires strong client relationship skills, project coordination ability, and the capacity to influence internal and external stakeholders. The ideal candidate thrives in a fast-paced environment, excels at communication and organization, and is committed to delivering high-quality outcomes and an exceptional client experience.
Key Responsibilities
Client Relationship & Account Management
Serve as the primary day-to-day contact for assigned clients.
Maintain ongoing communication to keep clients informed of support, project status, timelines, and expectations.
Conduct Monthly Service Reviews to assess performance, SLAs, ticket trends, and service improvement opportunities.
Participate in Quarterly Technical Business Reviews to align technology strategy with client business goals.
Respond to and triage client escalations, ensuring timely and appropriate follow-through.
Monitor account satisfaction, usage trends, risk indicators, and engagement levels; escalate issues as needed.
Project & Service Delivery Coordination
Lead planning, coordination, and execution of assigned client projects, ensuring scope, timelines, and deliverables are defined and achieved.
Facilitate alignment between technical teams, resource managers, and leadership for project sequencing and priority setting.
Track project tasks, dependencies, and timelines using standardized tools and practices.
Manage small to mid-sized project budgets, schedules, risks, and deliverables.
Support standardization efforts and contribute to the continuous improvement of delivery processes.
Documentation, Reporting & Process Compliance
Maintain accurate and timely account documentation, including communication history, service plans, agreements, and performance metrics.
Create and distribute project status reports, meeting summaries, and action item logs.
Leverage PSA to track client work and ensure visibility.
Support compliance with operational methodologies, governance, and reporting guidelines.
Growth, Retention & Value Identification
Identify opportunities for expanding service adoption, improving operational maturity, or adding strategic solutions.
Collaborate with Solutions Engineers and Sales on proposals, renewals, and expansion discussions.
Advocate for client needs internally while balancing delivery feasibility and organizational priorities.
Requirements
2-5 years of experience in account management, project coordination, customer success, or service delivery roles; experience in MSP, technology consulting, or SaaS is highly preferred.
Strong verbal and written communication skills with the ability to engage across technical and executive levels.
Proven ability to manage multiple priorities and accounts simultaneously.
Demonstrated experience coordinating cross-functional teams and facilitating collaborative outcomes.
Preferred Skills
Familiarity with service delivery frameworks and IT operating models.
Strong analytical and problem-solving ability with a proactive approach to issue identification and resolution.
Confidence in leading client meetings, presenting recommendations, and facilitating business reviews.
Working knowledge of project management principles (Agile, Waterfall, or hybrid).
Proficiency in Microsoft Office 365 (Teams, Excel, Outlook); experience with PSA/CRM/PM tools preferred (Kaseya, Smartsheet, Jira, etc.).
Certifications such as CAPM, CompTIA Project+, or PMP are a plus, but not required.
Salary Description $43,000 - $56,000 per year
$43k-56k yearly 60d+ ago
Commercial Banker- Emerging Middle Market- Vice President
JPMC
Relationship manager job in Baltimore, MD
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$69k-108k yearly est. Auto-Apply 6d ago
Commercial Banker 3
First National Bank (FNB Corp 3.7
Relationship manager job in Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT14
Pay Range:
$122,252.00 - $203,762.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$58k-65k yearly est. Auto-Apply 17d ago
Commercial Banker - Northern Virginia
New Horizon Bank-National Association
Relationship manager job in McLean, VA
Full-time Description
At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here.
General Job Summary:
As a Commercial Banker at New Horizon Bank, you will be primarily responsible for originating, underwriting, and managing high-quality commercial loans that support New Horizon Bank's portfolio growth and credit-quality objectives. This role is centered on commercial lending-sourcing new credit opportunities, analyzing complex financial information, structuring loan facilities, and managing credit risk throughout the life of each relationship.
In addition to lending responsibilities, the Commercial Banker develops and deepens client relationships, originate deposit and treasury opportunities, and serves as a trusted financial advisor to local businesses. Success in this role requires strong credit expertise, financial acumen, proactive business development, and the ability to deliver exceptional client service with speed, accuracy, and accountability.
Essential Duties and Responsibilities:
Business Development:
Identifying and pursuing new business opportunities within the assigned market.
Becoming established as an active presence in the community, expanding business network, prospecting, and building a pipeline of new clients.
Collaborate with Treasury Management, Deposit Operations, Retail, and Executive Leadership to support cross-sell strategies, seamless onboarding and exceptional client experience while expanding the bank's footprint.
RelationshipManagement:
Developing and maintaining strong relationships with business clients through regular communication and engagement.
Acting as the primary point of contact for clients, addressing their financial needs, and providing exceptional service.
Financial Consultation:
Conducting thorough financial assessments for business clients to understand their goals, challenges, and opportunities.
Providing strategic financial advice and recommending appropriate banking solutions.
Loan Structuring:
Evaluating creditworthiness of business clients and preparing credit proposals.
Structure credit facilities (term loans, lines of credit, owner-occupied real estate, investment real estate, equipment loans, etc.) to appropriately mitigate risk while meeting client needs.
Monitoring and managing credit risk through ongoing analysis and proactive measures.
Ensure compliance with credit policy, regulatory guidance, and internal procedures.
Portfolio Management & Risk Mitigation
Maintain a high-quality loan portfolio through ongoing client engagement, financial monitoring, and early identification of problem loans.
Work closely with credit administration and senior management to address emerging risks or deterioration in creditworthiness.
Manage loan renewals, modifications, covenant exceptions, and credit memos in accordance with bank policy.
Ensure timely and accurate collection of client documentation in coordination with internal teams.
Product Knowledge:
Maintain deep knowledge of commercial lending products, business deposit accounts, treasury management solutions, and digital banking tools.
Educate clients on available solutions and guide them toward the right mix of products to support growth, liquidity, and risk management.
Stay informed of regulatory changes, industry trends, and competitive pressures impacting local businesses.
Requirements
Required Knowledge, Skills, and Abilities:
• Familiarity with business banking software and technology.
• Strong understanding of financial products, credit analysis, and risk management.
• A motivated team player who is passionate about creating, building, and maintaining strong financial relationships.
• Exceptionally skilled at verbal and written communication.
• Driven to create and promote a strong internal and external culture focused on customer service.
Education and Experience:
Bachelor's degree in Business, Finance, or related field.
Relevant certifications (e.g., Certified Treasury Professional, Commercial Lending Certificate).
Three to five years of experience in business banking or a related financial role.
$54k-85k yearly est. 21d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Washington, DC
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
Champion a culture of innovation and a customer centric mindset by serving as a RelationshipManager for HHN customers and prospects
Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
5 plus years' direct lending or credit support related experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Knowledge of the local market
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Excellent verbal, written and listening communication skills
Strong creative solution and problem solving abilities
Proficiency in building and maintaining positive client relationships
$63k-99k yearly est. Auto-Apply 60d+ ago
Commercial Banker- Emerging Middle Market- Vice President
Jpmorganchase 4.8
Relationship manager job in Baltimore, MD
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$68k-109k yearly est. Auto-Apply 6d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Andrews Air Force Base, MD
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$49k-56k yearly est. 7d ago
Commercial Banker- Emerging Middle Market- Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Washington, DC
JobID: 210704060 JobSchedule: Full time JobShift: Base Pay/Salary: Baltimore,MD $147,250.00-$205,000.00; Washington,DC $147,250.00-$215,000.00 If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
How much does a relationship manager earn in Bowie, MD?
The average relationship manager in Bowie, MD earns between $57,000 and $122,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Bowie, MD
$84,000
What are the biggest employers of Relationship Managers in Bowie, MD?
The biggest employers of Relationship Managers in Bowie, MD are: