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Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
Relationship manager job in New York, NY
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, RelationshipManager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 5d ago
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Private Client Relationship Manager
Citizens 2.9
Relationship manager job in Valley Stream, NY
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client RelationshipManager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$81k-95k yearly Auto-Apply 1d ago
Account Manager - Real Estate Leasing Portfolio
Real New York 3.6
Relationship manager job in New York, NY
The Leasing Team at REAL New York is in charge of driving rentals for our exclusive property owner/management customer base. As a Leasing Coordinator, you will be responsible for the full leasing cycle from new vacancy through successful lease up. We are looking for a proactive, detail-oriented, results-driven, solution-oriented individual with clear communication skills to join our growing team!
Ideal Leasing Coordinator
Act as the primary company liaison for assigned accounts and portfolios with the goal of developing a strong relationship with accounts ensuring we are providing optimal customer service.
Ensure the company database is kept up-to-date.
Conduct weekly audits to ensure marketing is in line with company standards.
Provide consistent feedback to property management/owners on the status of assigned vacancies, steps that the company is taking to drive lease up, showing feedback from agents and making suggestions about positioning.
Drive leasing performance for assigned accounts by evaluating photography, listing information, marketing, descriptions, agent assignment, lead generation and pricing.
Develop internal marketing strategies to drive leasing results for your assigned portfolios.
Be an expert on your assigned portfolios by visiting buildings and touring assigned units. Confirming amenities, finishes and evaluating pricing.
Review applications for assigned accounts to ensure terms are in line with property management expectations.
Negotiate deal terms with the goal of finding a happy medium where possible.
Announce deposits and compile/submit applications for approval ensuring that all application requirements are met.
Ensure completed lease packages and payments are delivered in a timely manner to property management.
Ensure tenants are provided with move-in instructions.
Ensure all new assigned accounts are fully onboarded as per onboarding processes.
Ideal Candidate
Good judgment - The exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome.
Detail-oriented - Exercise extreme attention to detail; is thorough, accurate, organized, productive and seeks to understand both the cause and effect of a situation.
Results-driven - Consistently achieves results, even under difficult circumstances.
Clear communication - The ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding.
Solution oriented mindset - Help identify the source of a question or challenge and provide the right, or a better, way of doing things based on the needs of your accounts and/or the department.
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
$72k-116k yearly est. 3d ago
Head of Customer Success
Method Financial
Relationship manager job in New York, NY
Meet Method
We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build.
Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution.
This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!
What you'll do
Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve.
Who you are
Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams.
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy.
Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success.
Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company.
Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact.
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution.
Exceptional collaborator who builds strong relationships across diverse teams and organizations.
Extra awesome
Experience in finance or fintech industries.
Track record in early-stage or startup environments.
Familiarity with Linear, Retool, and modern CS tech stacks.
--
The annual US base salary range for this role is: $200,000 - $250,000.
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As a **Client Solutions Manager** , your responsibilities will include:
+ Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven **Marketing & Creative** and/or recruiting background. Market to **Marketing & Creative** via telephone, video as well as conduct in-person meetings with **Marketing & Creative** and key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half's presence in the local business community.
+ Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.
+ Meet and exceed weekly business development goals.
**Qualifications:**
+ Bachelor's degree required. **Marketing & Creative** degree preferred.
+ 2+ years of business-to-business development experience and/or working in a **Marketing & Creative** related field is preferred.
+ Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.
+ A combination of business development and account management skills are required.
+ Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.
+ Must have a proven track record of success and be a competitive and self-motivated individual.
Salary: The typical salary range for this position is $70,000 to $90,000. The salary is negotiable depending upon experience and location. The position is eligible for a bonus based upon achievement of performance objectives.
**Top Reasons to Work for Robert Half:**
+ **EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER -** For more than 75 years, our history of success and strong client relationships provide a level of stability few companies can match.
+ **PERFORMANCE = REWARD -** We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com .
+ **UPWARD MOBILITY -** With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.
+ **TOOLS FOR SUCCESS -** We provide world-class training, client relationshipmanagement tools and advanced technology to help you succeed.
+ **RESPECTED WORLDWIDE -** Robert Half has appeared on FORTUNE magazine's list of "Most Admired Companies" since 1998, as well as numerous "Best Places to Work" lists around the world.
+ **OUTSTANDING CORPORATE RESPONSIBILITY -** We believe in an "Ethics First" philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility .
Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
**JOB LOCATION**
NY MIDTOWN NEW YORK
$70k-90k yearly 6d ago
Senior Customer Success Manager
Connecticut Innovations 3.9
Relationship manager job in New York, NY
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Senior Customer Success Manager
Reports to: VP of Customer Success | Grace (. | LinkedIn
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like
Travel + Leisure
,
Food & Wine
, and
AFAR
to drive measurable demand, bookings, and revenue.
This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers.
What You'll Do
Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives
Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations
Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact
Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations
Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments
Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations
Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges
What We're Looking For
5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts
Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred
Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently
Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets.
Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon
Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held
Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data
Hospitality, marketing technology, or media experience strongly preferred
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing.
What We Offer
Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including:
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation.
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
$74k-114k yearly est. 1d ago
Director, Client Delivery Lead
Limelight Health 4.3
Relationship manager job in Greenwich, CT
WHO WE ARE:
Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders.
WHO YOU ARE:
The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes.
WHAT YOU'LL DO:
Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value
Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year
Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders
Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues
Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality
Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan
Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly
Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope
Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools
Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client
Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation
Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned
WHAT YOU'LL NEED:
Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience.
10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred
15 plus total technology experience
Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred
Demonstrated understanding and experience within full software development project lifecycle in complex technical environments.
Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc.
Experience with third-party system support with preference given to insurance / financial services platforms.
Knowledge of IT systems, governance and compliance.
Proven problem solving, decision making, analytical and organizational skills are required.
Ability to tailor communications and influence critical decisions with a variety of stakeholders.
Capability to work within broadly defined parameters.
Strong results orientation, organization and management skills.
Lead and focus the efforts of others to established goal.
Effectively drive results with cross-functional teams in a matrixed organization.
Experience with conversions and implementations.
Mentor Technical Project Managers as required.
Develop relationships, with a strong focus on communication and change management.
Knowledge of annuities and life products
PMI- ACP, CSM or equivalent preferred
Able to travel a minimum of 10% of the time.
WHAT'S IN IT FOR YOU?
Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done.
Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
Notice for California residents: Information about how we collect and use your personal information can be found here
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A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more.
#J-18808-Ljbffr
A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career.
#J-18808-Ljbffr
$54k-132k yearly est. 2d ago
Customer Success Manager
Ms Shift, Inc.
Relationship manager job in New York, NY
MS Shift is expanding-and we're hiring a motivated and customer-centric Customer Success Manager to help our clients get the most from our security and operations software suite.
You'll be the face of MS Shift post-sale: leading onboarding, providing training, ensuring adoption, and driving customer satisfaction. This is a hands-on role where your communication and problem-solving skills will directly influence retention, renewal, and customer growth.
Key Responsibilities
Customer RelationshipManagement
Serve as the main point of contact for assigned customer accounts.
Build trust with key stakeholders and ensure customer satisfaction throughout the lifecycle.
Conduct regular check-ins and quarterly business reviews.
Upsell & Cross-sell Support
Identify opportunities for account expansion and work with Sales to close deals.
Position new features, modules, and services to existing customers.
Track and report pipeline activities in Salesforce.
Cold Calling & Prospecting
Conduct outbound cold calls to re-engage dormant accounts or expand within existing accounts.
Maintain a minimum of 240+ minutes of daily talk time (calls, demos, customer check-ins).
Onboarding & Retention
Guide customers through onboarding, ensuring a smooth setup and early adoption.
Monitor customer health and take proactive steps to reduce churn.
Escalate issues internally and ensure timely resolution.
Demos & Training
Deliver tailored product demos to prospects and customers.
Conduct training sessions and webinars to improve product adoption.
Create or share training resources to enable customer success.
CRM & Reporting
Use Salesforce CRM daily to log activities, calls, demos, and customer engagement.
Maintain accurate records of upsell opportunities, renewals, and risks.
Provide reports on account health and expansion opportunities.
Internal Collaboration
Work closely with Sales, Product, and Support teams to ensure seamless customer experience.
Share customer insights and feedback to improve product and processes.
Qualifications
8+ years of experience in Customer Success, Account Management, or Sales within a SaaS/Tech company.
Experience with upselling, cross-selling, cold calling, and product demos/training.
Strong working knowledge of Salesforce CRM (activity tracking, pipeline reporting, dashboards).
Excellent communication, relationship-building, and problem-solving skills.
Strong organizational skills with the ability to manage multiple accounts at once.
Bachelor's degree in Business, Communications, or related field preferred.
Key Performance Indicators (KPIs)
Customer Retention & Renewal Rate
Net Revenue Retention (NRR)
Upsell / Cross-sell opportunities generated & closed
240+ minutes daily talk time
Demo-to-adoption conversion rate
Salesforce activity logging accuracy & timeliness
Compensation & Benefits
Competitive base salary.
10% sales commission on each ARR upsell.
Performance bonus opportunities tied to customer success KPIs.
Health, dental, vision, and retirement benefits.
Career growth and professional development opportunities.
MS Shift is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability status, or veteran status.
$73k-116k yearly est. 2d ago
Studio Sales & Client Experience Manager
Aflalo
Relationship manager job in New York, NY
Location: Soho, NYC | Full-Time | Reports to Director of Operations
About the Role
AFLALO is a modern house, blending opulence with a provocative, contemporary vision. As Studio Sales & Client Experience Manager, you will shape how clients encounter AFLALO from day one-curating refined in-studio experiences, building long-term VIP relationships, and driving meaningful sales through personal connection. This is an opportunity to set the clienteling standard for our Soho studio and establish a foundation of loyal, repeat clients.
This role is designed to grow with the business. The initial scope is broader, offering hands-on exposure to client experience across multiple touchpoints and the opportunity to help establish standards and processes from the outset.
Responsibilities
Welcome and assist all in-studio clients-walk-ins, styling appointments, and events
Offer personalized styling and warm, concierge-level service
Build and maintain a CRM of VIPs and top clients, tracking preferences and purchases
Follow up post-visit to encourage retention and repeat purchases
Respond to client inquiries related to orders, product information, returns, and exchanges via email and phone
Coordinate gifting, guest lists, and thoughtful touches for top clients
Maintain an elegant, orderly studio that reflects the AFLALO aesthetic
Share client feedback and insights with the merchandising and operations teams
Schedule
Full-time, 5 days per week
Weekend availability required (Wednesday-Sunday typical)
Qualifications
5 years of luxury retail, showroom, or client development experience
Proven record of driving sales through VIP clienteling
Strong styling sensibility and ability to curate wardrobes for discerning clients
Highly polished, warm, and discreet with excellent communication skills
Deep understanding of luxury service standards and CRM best practices
Driven, entrepreneurial spirit-eager to build a new client base from the ground up
Compensation & Rewards
Base salary: $75K-$90K
Uncapped commission tied to client sales and long-term retention
$75k-90k yearly 1d ago
National Manager, Team for Cures (Endurance Events)
Multiple Myeloma Research Foundation-MMRF 3.6
Relationship manager job in Norwalk, CT
The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches, and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit ****************
MMRF CORE VALUES:
At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below:
Prioritize Patients - Patients are at the center of everything we do.Every decision we make is grounded in the needs and best interests of the patients we serve.
Drive Innovation - We are committed to pursuing big, bold ideas.Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries.
Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community.
Do It Together - We know that together, we are stronger.We work cross-functionally with the entire community to achieve our mission and are invested in the success of others.
Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect.
POSITION OVERVIEW:
The National Manager, Team for Cures (Endurance Events) is a leadership role on the peer-to-peer fundraising team, reporting to the Director, Peer-to-Peer Fundraising Team for Cures. The National Manager leads the strategic growth, implementation, and execution of the organization's endurance-based fundraising initiatives, including marathon, hike, cycling, and virtual endurance events. This individual will be responsible for implementing peer-to-peer fundraising best practices to drive successful event recruitment and fundraising outcomes. They will oversee the endurance program expansion's, participant recruitment, and revenue growth strategies to achieve fundraising goals.
The National Manager is a revenue-generating role that will lead a small team responsible for reaching and exceeding fundraising goals. Additionally, this role will manage their own portfolio of events and as needed, local/regional create your own fundraising events.
The National Manager brings experience in managing fundraising staff, working collaboratively within a large team, and a demonstrated history of successful direct fundraising responsibilities in charity marathon programs. They also bring knowledge and experience in executing hike, cycling, and wraparound event/third party/DIY fundraising events and stewarding volunteers.
The ideal candidate is a seasoned peer-to-peer fundraising professional who is a quick-on-their feet relationship builder and fundraiser, demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. You know how to build and grow a peer-to-peer fundraising event through engagement, recruitment, fundraising, and marketing/promotion, while engaging volunteer champions. You instinctively promote and provide ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. You thrive in a large team, love to collaborate, coach, inspire others, and celebrate others' wins.
KEY RESPONSIBILITIES INCLUDE:
Leadership & Effective Team Management
Lead the organization's endurance events fundraising portfolio, including the following revenue targets for 2026: $1.4 million marathon program, $100,000 hike program, and $150,000 cycling program
Lead, coach, mentor, and effectively mobilize a small team of fundraising staff
Support team's development of fundraising plans to achieve revenue and recruitment goals; Offer continued support and coaching.
Ensure processes are being adhered to and that direct reports are accountable
Operations
Collaborate with Fundraising Operations Manager and Director, Peer-to-Peer Fundraising to develop processes to support successful program implementation.
Ensure clear communication with stakeholders, and increase efficiencies across internal endurance fundraising team.
Oversee the successful launch and implementation of existing and new endurance events, ensuring participant satisfaction, operational excellence, and revenue delivery.
Manage budgets, revenue forecasts, and performance metrics to track financial outcomes and growth opportunities.
Strategic Planning
Develop and execute a strategy to grow the organization's marathon-based fundraising teams and endurance programs.
Listen and elevate ideas from direct reports to successfully support program expansion.
Act as a thought-partner in exploring revenue-diversification opportunities, including sponsorship opportunities.
Effective Cross-Functional Team Collaboration
Collaborate with Development, Marketing, Strategic Partnerships, and regional P2P teams to strengthen participant and revenue pipelines, as well as elevate brand presence at endurance events.
Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day.
Communications
Develop or complete reports and presentations to share strategy, programmatic updates and revenue progress.
Assist in the development of fundraising communications.
Create any graphics or promotional collateral, if needed
Owned Portfolio of Fundraising Events
Lead recruitment and stewardship of volunteer leaders, endurance athletes, and fundraising participants.
Provide customer service and tailored support to fundraisers, donors, and community members
Cultivate key partnerships with race organizers, sponsors, and community stakeholders to expand team participation and visibility.
Identify and implement innovative strategies to retain fundraisers and increase average fundraising per participant.
Other duties as assigned.
Qualifications:
REQUIRED:
7+ years experience in peer-to-peer fundraising programs
At least 2+ years direct walk or run program fundraising experience; 2+ years directly overseeing marathon events
Strategic planning and revenue growth expertise
Proven track record of exceeding goals
Strong, clear communication and team leadership skills
Excellent writing skills
Event coordination and large-scale fundraising success
Budget management and contract knowledge
Excellent customer service
Project management and multitasking abilities
Ability and willingness to travel
Goal-oriented with ability to motivate and empower others
Volunteer management experience (building committees, local boards, volunteer training)
Corporate sponsorship prospecting, recruitment, and cultivation experience
Fundraising platform & CRM knowledge and proficiency (DonorDrive, Salesforce, and Concur knowledge a plus)
Project management skills
Canva proficiency
Microsoft proficiency (Teams, Excel, PowerPoint)
PREFERRED:
Bachelor's degree
Public speaking experience
Experience participating in or managing charity teams for major marathon events (Boston, Chicago, New York City, etc.).
Technical proficiency
EEO STATEMENT
The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital
status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law.
The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.
$100k-150k yearly 5d ago
Senior Account Manager
Remoteworldwide
Relationship manager job in New York, NY
We are hiring an experienced ‘Senior Account Manager' to further invest in our existing client relationships and new business opportunities
You likely have at least 7 or more years of relevant experience between project and account management
We are a distributed team working remotely (10am - 6pm EST)
Bonus if you live in NY/Brooklyn but not a requirement
We are open to considering applicants with higher levels of experience, but this is not an entry level or junior role
If you believe you are more of a Project Manager, please consider applying to our General Application. We may open a round of hiring for a Project Manager soon, but it is not open yet and will start by reviewing candidates there.
What we are looking for
Client partnership:You have impressive experience partnering with your clients and your team on projects and ongoing retainers; from their successful completion to expanding a client partnership
New business focus:You are experienced in overseeing proposals, meetings with potential clients, and have a genuine interest in continuing to develop this area of your career with a supportive team
Website & digital project management background:You have past experience in project management of medium to large digital creative projects, particularly websites, in a relevant agency setting, equipping you to be a successful account manager and collaborator to project managers
Nonprofit experience:You have experience of working with progressive organizations as your clients: nonprofits, foundations, and cultural institutions -otherwise, a genuine demonstrated interest in social impact
Digital strategy background (a plus):Having past experience in directly advising clients on relevant digital strategy or related roles is a plus as a thought partner to clients, even if active strategy work would be carried out by strategists on the team
Interest in developing the discipline:You are interested in contributing to our agency's account management standards, documentation, guides..etc. recognizing that account management is a team effort
Benefits & Compensation
Starting salary $80,000 to $120,000 commensurate with experience and may be adjusted based on your working location; with 5% to 20% of additional compensation as described below
Up to 5% additional income through 401k employer match (after 3 months of employment)
10% to 15% of additional tentative income through discretionary end of year profit sharing and bonuses
Generous health, dental, and vision insurance benefits
Employer matched donations to causes you care about
Flexible PTO in addition to federal and team-wide days off
Remote work supported with occasional opportunities to get together
Significant investment towards onboarding, training, and your career
Room for growth towards Associate Director and Director level roles
How to Apply
We invite you to learn more about our culture, projects, and approach. Please spend time with our featured case studies on our website, check out our IG account@madeo_studio , and apply below to learn more about compensation and get started.
Madeo Studio is an award-winning creative agency specializing in social impact work, creating brands, websites, and digital products for nonprofits and mission-driven startups.
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$80k-120k yearly 3d ago
Account Manager
Talent 4.8
Relationship manager job in New York, NY
Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion.
Compensation: $100K base + $140K OTE (uncapped)
Responsibilities
Grow and expand relationships within an existing customer base
Identify upsell and cross-sell opportunities to drive revenue
Ensure clients continue to see strong value in the platform
Deliver exceptional customer experiences through trusted partnerships
Lead discovery and demo calls
Qualifications
2+ years in a client-facing sales or account management role
Strong communication and presentation skills
Proven success in revenue growth through retention and upsells
Experience selling into complex or non-technical customer environments (healthcare tech a plus)
Experience in the SaaS space
Experience delivering product demos or presenting solutions to clients
Interested? Reach out to ************************************** or apply directly!
$100k-140k yearly 2d ago
Healthcare Named Account Manager
Palo Alto Networks Inc. 4.8
Relationship manager job in New York, NY
Our Mission
At Palo Alto Networks everything starts and ends with our mission:
Being the cybersecurity partner of choice, protecting our digital way of life.
We have the vision of a world where each day is safer and more secure than the one before. These aren't easy goals to accomplish - but we're not here for easy. We're here for better. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
We're changing the nature of work. Palo Alto Networks is evolving to meet the needs of our employees now and in the future through FLEXWORK, our approach to how we work. From benefits to learning, location to leadership, we've rethought and recreated every aspect of the employee experience at Palo Alto Networks. And because it FLEXes around each individual employee based on their individual choices, employees are empowered to push boundaries and help us all evolve, together.
Job Description
Your Career
The Named Account Manager partners with our healthcare customers to secure their entire digital experience. You're motivated by the desire to solve critical challenges facing our customer's secure environment, so you're prepared to connect them with a solution for every stage of threat prevention. This role is a significant driver of company revenue and growth. As an experienced and dynamic sales professional, you're responsible for leading and driving sales engagements.
Palo Alto Networks is leading the charge in platformization, offering best-in-breed solutions that enable customers to build a truly zero-trust security architecture and navigate critical transformations. To ensure our sales team is equipped to guide customers, we've developed FLIGHT, an immersive onboarding program. Flight blends virtual and in-person learning at our headquarters, where new sales hires will participate in dynamic cohorts, fully dedicated to their training without customer distractions. This focused approach ensures they emerge as well-prepared sales professionals, ready to help customers leverage our comprehensive portfolio.
Your Impact
You will drive and orchestrate complex sales cycles and work with our internal partners and teams to best serve the customer
Your consultative selling experience will identify business challenges and create solutions for prospects and our customers
Understand the competitive landscape and customer needs so you can effectively position the portfolio of Palo Alto Networks solutions
Create clear goals and complete accurate forecasting through developing a detailed territory plan
Leverage prospect stories to create a compelling value proposition with insights into value for that specific account
Stay updated on industry news and trends, and how they affect Palo Alto Networks products and services
Travel as necessary within your territory, and to company-wide meetings
Qualifications
Your Experience
Experience and knowledge of SaaS-based architectures, ideally in a networking and/or security industry
Demonstrated experience selling complex solutions, value selling, and/or consultative sales techniques
Technical aptitude for understanding how technology products and solutions solve business problems
Identifies problems, reviews data, determines the root causes, and provides scalable solutions
Cultivate relationships with our channel partners to bring channel-centric go-to-market approach for our customers
Demonstrates in depth knowledge of the full sales cycle and the ability to follow a structured sales process
Ability to take a holistic approach to problem solving by understanding the bigger picture, and considering complex interrelationships and outcomes
Excellent time management skills, and work with high levels of autonomy and self-direction
Additional Information
The Team
Our sales team members work hand-in-hand with large organizations around the world to keep their digital environments protected. We educate, inspire, and empower our potential clients in their journey to security.
As part of our sales team, you are empowered with unmatched systems and tools, constantly updated research and sales libraries, and a team built on joint success. You won't find someone at Palo Alto Networks that isn't committed to your success - with everyone pitching in to assist when it comes to solutions selling, learning, and development. As a member of our sales team, you are motivated by a solutions-focused sales environment and find fulfillment in working with clients to resolve incredibly complex cyberthreats.
Compensation Disclosure
The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $255000/YR - $351000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here.
Our Commitment
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com.
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Motor-Vehicle Requirement:
This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver's license.
$73k-108k yearly est. 8d ago
Account Manager
Uni Diamonds
Relationship manager job in New York, NY
UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology.
Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers.
As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base.
Core Responsibilities
Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business.
Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.).
Qualify inbound and outbound leads based on defined criteria.
Conduct discovery calls to understand customer needs and pain points.
Maintain a pipeline of leads and manage follow-ups in a CRM system.
Collaborate closely with the sales and marketing teams to align messaging and campaigns.
Qualifications & Skills
3+ years of experience in diamond and jewelry wholesale / retail sales positions.
GIA graduate is a plus.
Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset.
A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality.
Ability to work in a fast-paced environment and handle rejection in an-old school market.
Excellent communication and interpersonal skills.
Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms.
A team player, strong service driven approach.
Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience).
What to expect:
Employment Type - full time employee based at NYC
This position requires frequent travel domestically, and outside of the US from time to time
Competitive base salary, with the right incentives (60K-85K annually)
Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family.
401(k) and Paid PTO
Meaningful, purpose-driven work
A supportive and inclusive environment
The ability to help us determine the future direction of the company
Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.
$62k-105k yearly est. 2d ago
Enterprise Associate Account Manager
Skypad
Relationship manager job in New York, NY
Sky I.T. Group is the home of SKYPAD, a leading B2B SaaS platform, supporting the collaboration of the world's most recognizable brands with the top retailers across the globe. Leveraging automation and self-serve reporting, SKYPAD provides insights into product and location level trends that drive planning, forecasting, and supply chain decisions, refining the consumer shopping experience. Today, SKYPAD services over 3,000 users, from 2,000+ brands across several industry verticals and geographic regions. Our client brand portfolio of industry leaders includes Gucci, Prada, Rag & Bone, Lucky Brand, Burberry, and L'Oréal. The SKYPAD retailer partner network includes Nordstrom, Neiman Marcus, Bergdorf Goodman, and Saks Fifth Avenue.
POSITION SUMMARY
This position - Enterprise Associate Account Manager is responsible for managing a portfolio of new and existing clients and supporting larger accounts with contacts at the VP, Director, Manager and Associate levels as well as internal teams across production, business analyst/development, sales, and marketing. This position reports to the Enterprise Director and is based in New York City (Chelsea/Garment District).
Full time role
Hybrid Schedule
DUTIES AND RESPONSIBILITIES
Within a list of Apparel/Fashion accounts, the Associate Account Manager will:
Support the Enterprise Director on their portfolio of accounts
Attend and actively participate in routine luxury and contemporary fashion account client meetings and conduct SKYPAD trainings with clients both on- and off-site.
Manage the full cycle of Data Audit Reports that are sent and reviewed with clients on a quarterly basis (4x a year).
Maintain customer satisfaction throughout the account management process: this includes applying exceptional written and verbal skills, keen ability to “problem-solve” and follow-up with clients, decipher user inquiries and collaborate efficiently between internal teams and client contacts.
Work closely with client wholesale, planning, buying, retail, and technical teams daily.
Liaison between internal technical production teams and client business users, and follow up with customers to address reporting issues and inquiries.
Validate, on occasion and when needed, retail data using excel.
Utilize listening and probing skills to identify and assess the client's needs while also upselling SKYPAD enhancements organically. Exercise sound judgment to analyze and identify solid opportunities in line with corporate strategy.
Deliver a high-quality overview and demonstration of reporting services and be able to respond to standard questions regarding the company and services via company selling standards.
Provide feedback to the various internal teams to help drive new solutions, create more effective marketing tools, and improve current solutions.
Requirements
Excellent written and verbal communication skills, including solution-based issues management.
Demonstrated ability to work well under tight deadlines and pressure without compromising standards.
Proven competency of intermediate-to-advanced Excel skills required.
Display a high level of energy and sense of urgency to drive both exceptional client satisfaction and internal efficiencies.
Charismatic, bright, organized, and analytical with a “can-do” mentality.
Ability to execute client solutions as defined by Account Management team.
EDUCATION AND/OR EXPERIENCE PREFERRED FOR POSITION:
Four-year Degree, preferably in Business, Fashion Management, or Marketing.
3+ years' experience in apparel/fashion merchandising, buying, planning or related activities.
Preferred 1-2 years of experience in B2B SaaS/Software Sales, e-commerce, technology solutions
Proven success in managing internal and external relationships, communications.
Proven ability to comprehend basic retail math and utilize intermediate-to-advanced excel skills across daily activities.
Knowledge of retail/wholesale enterprise and business intelligence reporting programs (e.g. SAP, BlueCherry, RLM, Retail Pro, QlikView, Microstrategy, Cognos,).
Fashion or consumer products industry knowledge preferred.
WHY SKYPAD?
We're creative, innovative, and experienced in helping businesses become more efficient. Ensuring that each member of our team feels fulfilled and on track to become the very best employee they can be is important - and we encourage our people to discover new ways of achieving specific goals. We fully believe that each and every individual part of our organization provides value, a new perspective and progress to SKYPAD's growth and success. Our professional team is very welcoming and eager to support our new members. Come join us so we can build together!
BENEFITS
SKYPAD offers a competitive salary and benefits package complete with medical, dental & vision insurance, a matching 401k program, flexible PTO & a wide array of holidays.
Featured benefits
Medical insurance
Vision insurance
Dental insurance
401(k)
$55k-99k yearly est. 3d ago
Client Relationship Manager
Honest Networks 4.7
Relationship manager job in New York, NY
Job Description
Honest Networks is dedicated to delivering high-quality and affordable internet service as a catalyst for community growth, fostering learning, creativity, and enjoyment. We are a rapidly expanding, venture-backed internet service provider headquartered in Manhattan. We focus on offering gigabit internet service at transparent and affordable prices, all while providing exceptional customer service. We achieve this goal by employing individuals with high integrity, a strong work ethic, and a passion for continuous learning. If working in a fast-paced, results-oriented, and mission-driven environment excites you, we encourage you to apply and join our team. Learn more at ***************
About the Role
Honest Networks is seeking a Client RelationshipManager (CRM) who is excited to help us expand our 5G internet network to new communities by planning and executing on exciting marketing and event campaigns. The CRM will create and nurture long-term relationships with customers, resolve any issues that arise to ensure customers are satisfied with our services. Our goal is to grow our subscriber count in buildings where Honest Internet is currently an internet option for residents, offering them faster and more affordable connectivity. You should be excited to help us in achieving this mission!
The CRM will plan, strategize and host high-end marketing events to promote the Honest Networks brand and sell its service in large residential properties. This person will be responsible for interacting with various stakeholders in apartment buildings with the main goal of growing our subscriber base. This would involve both executing day-to-day marketing tasks and events as well as scheduling/planning for future ones.
This is a full-time, on-site role based in the New York Tri-State area. CRM's must cover territory via mass transit in New York City, Jersey City, Hoboken, Westchester, and Stamford, CT., with the ability to occasionally work in early mornings and evenings for events.
Responsibilities
Be the face of the company to our building partners.
Foster strong relationships by building good rapport with clients and partners and proactively address inquiries, concerns, and requests in a timely and professional manner.
Coordinate successful network expansions into new properties with landlords, property managers and building employees as well as third party vendors in the building.
Negotiate marketing rights that will drive subscriber growth by finding mutually beneficial solutions with clients and various partners/vendors.
Develop and execute against strategies to meet or exceed sales forecasts and projections.
Prepare and host informal and formal in person or virtual marketing events; including planning, procurement, marketing, and execution.
Educate and excite customers on integrated solutions including; Security, VoIP, wifi managing tools/companies, and online streaming services to drive subscriber conversion.
Respond to customer-lead inquiries promptly and professionally, and update customer databases with contact details and interest information from prospective customers.
Create marketing campaigns to drive subscribers.
Key Attributes
Friendly: you should be excited to help bring faster and affordable internet to everyone you meet.
Customer-focused: you should have a customer-oriented attitude;background in customer service and industry knowledge is a plus.
Technology-focused: you are comfortable learning about and discussing new technologies, including internet (fiber optic, 5G), utilizing software applications to perform tasks and IT-related topics (e.g. Wi-Fi coverage, voice over IP).
Detail-oriented: ability to follow a clear set of specified instructions and operate in different environments.
Comfortable working in a fast paced environment.
Great communication: sets expectations and communicates clearly with customers; responsive to other Honest team members, both in the field and office.
Problem solving attitude: able to troubleshoot issues, come up with all available solutions and act in the moment.
Requirements
Location: Must be local to the New York Tri-State area, with the ability to cover territory via mass transit in New York City, Jersey City, Hoboken, Westchester, and Stamford CT.
Comfortable working in public settings, including venues in Manhattan, Brooklyn, Jersey City, Stamford and Westchester.
1-2 years of customer service or customer-facing experience; great attitude.
Read, understand and follow directions for onboarding new buildings and hosting event materials.
Flexible working schedule: full-time roles are primarily during normal business hours, but you must be able to occasionally work in early mornings or events for events.
Benefits
Attractive starting compensation: Target $82,000/year (of which $70,000/year base salary and target bonus of $12,000)
Metrocard reimbursement
10 days of paid time off (PTO) per year
7 days of paid sick leave per year
Medical and dental benefits
401k program inclusion after 3 months of employment
Honest Networks' Values
Honest is committed to providing equal employment opportunities to all individuals. We value diversity and do not discriminate based on race, color, ethnicity, age, gender identity and expression, sexual orientation, religion, national origin, socioeconomic status, disability, veteran status, or any other legally protected characteristic. We offer reasonable accommodations to applicants with disabilities upon request to facilitate their participation in the hiring process.
$70k-82k yearly 6d ago
Client Relationship Manager
Latham & Watkins LLP 4.9
Relationship manager job in New York, NY
About Latham & Watkins
Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration.
About the Role
The Client Engagement Manager is an integral part of Latham's Business Development team. This role will be responsible for managing and enhancing the firm's global client relationships, while collaborating with the lead relationship partners and the core teams to develop, implement, and track annual plans, acting as a driving force to develop annual goals and supporting objectives, ensuring actions are agreed, allocated and delivered, and holding team members accountable. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.
Responsibilities & Qualifications
Other key responsibilities include:
Actively monitoring relationship maps, fostering regular dialogue with key contacts and develops new relationships across the client businesses, and liaising with internal stakeholders to coordinate client-specific activities as part of the “cohort” approach to the clients
Developing and implementing account plans for the relevant portfolio of clients, leveraging industry research, partnering with our Tactical Opportunities team, and using competitor analysis to inform strategies
Acting as a member of the department leadership team, driving agendas for internal team meetings, capturing and following up on action points, collaborating with other client team leaders and beyond to seek out and implement best practices for the client team portfolio
Preparing regular financial and non-financial reports for clients and internal audiences, interpreting data to inform decision-making, collaborating with the Firm's commercial team to monitor financial performance, efficiently addressing challenges, and proactively suggesting augmentations to commercial terms
Building and maintaining relationships with client contacts, identifying opportunities to add value to the client relationship, working to spot opportunities for revenue generation and leverage firm collateral to win work
Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains
We'd love to hear from you if you:
Exhibit the ability to work both independently and collaboratively within a team
Demonstrate excellent research, analytical, and project management skills
Possess strong attention to detail and superior written and oral communication skills
And have:
A Bachelor's degree or equivalent
A minimum of five (5) years of experience in a client relationshipmanagement role, preferably
A minimum of seven (7) years of relevant cumulative experience
Benefits & Additional Information
Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes:
Healthcare, life and disability insurance
A generous 401k plan
At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
Professional development programs
Employee discounts
Affinity groups, networks, and coalitions for lawyers and staff
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
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#MidSenior
#LI-JB1
Pay Range USD $150,000.00 - USD $170,000.00 /Yr.
$150k-170k yearly Auto-Apply 60d+ ago
Client Relationship Manager
Nardello 3.0
Relationship manager job in New York, NY
Nardello & Co., a leading global investigations firm, seeks a Client RelationshipManager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement.
Key Responsibilities
Develop and execute client relationship strategies and growth plans.
Monitor client-related news and share updates internally.
Identify cross-selling opportunities with Client Relationship Leads.
Coordinate client training sessions, CLEs, and events.
Manage client gifting programs and maintain client databases.
Track expenses and ensure alignment with marketing budgets.
Research and build targeted event lists.
Analyze client data and prepare BD activity reports.
Collaborate with Marketing, IT, Legal, and Operations on client initiatives.
Qualifications
Minimum of 5-7 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred.
Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus.
Strong project management, communication, and organizational skills.
Ability to work independently in a fast-paced environment.
Proficiency in Microsoft Office; Salesforce experience highly preferred.
Bachelor's degree preferred.
Additional Details
Hybrid work environment; some travel required.
Competitive compensation and benefits.
Nardello & Co. is an Equal Opportunity Employer.
Who We Are
With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance.
Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner.
We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.
How much does a relationship manager earn in Brentwood, NY?
The average relationship manager in Brentwood, NY earns between $71,000 and $152,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Brentwood, NY
$104,000
What are the biggest employers of Relationship Managers in Brentwood, NY?
The biggest employers of Relationship Managers in Brentwood, NY are: