Relationship manager jobs in Buffalo, NY - 136 jobs
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Client Relationship Manager (CRM) - Self Storage
Storeease
Relationship manager job in Buffalo, NY
StoreEase is a fast-growing, forward-thinking, tech-based property management company that is revolutionizing the management of self-storage properties. Through a state-of-the-art virtual technology platform, with proprietary software and hardware, StoreEase manages all the needs of a self-storage property remotely. Providing storage solutions since 2019 and headquartered in Birmingham, Alabama, the company operates approximately 65 self-storage facilities and supports over 350 locations through our SaaS platform, across 28 states. Join StoreEase and be a part of a dynamic team-based environment and help shape the virtual management revolution in real estate.
Role Description
StoreEase Self Storage is seeking to hire a Client Relations Manager to remotely join our corporate team, primarily located in Birmingham, AL, Nashville, TN & Buffalo, NY. The Client Relations Manager will be responsible for supporting and maintaining client relations with our 3
rd
party managed, facility owners (3PM clients) functioning as the primary contact to coordinate & host meetings, ensure client satisfaction, resolve issues and ultimately boost client loyalty & retention by understanding & fielding client needs and aligning company solutions.
StoreEase prides itself on providing best-in-class customer service and client support. This position will be a key component to continued success in these areas by coordinating client needs internally, monitoring and reporting on client location performance and acting as a liaison between those clients and StoreEase teams such as Operations, Marketing, Facilities Quality and Accounting, just to name a few. The successful candidate will be a strong communicator (phone, email, in-person) with excellent interpersonal skills, a strong problem solver, with relationship-building abilities, as well as possess exceptional organization skills and a keen attention to detail. Additionally, the ideal candidate will be tasked with becoming an expert regarding self-storage, as well as all things StoreEase, such as our industry-altering Virtual Counter and internally developed, AI driven, product suite.
This position will report to the VP, Marketing & Revenue Strategy and work closely with all internal teams.
Key Responsibilities & Requirements:
· RelationshipManagement: Serve as the main point of contact for 3PM clients, handling inquiries, providing updates and ensuring timely, accurate communication between clients and internal teams while building and nurturing strong, long-lasting relationships.
· Account Management: Oversee client accounts, manage expectations, and implement a proactive strategy to benefit the client as well as StoreEase.
· Needs Assessment & Solution Development: Understanding client goals, needs, and challenges, and collaborating with internal teams to recommend and deliver suitable solutions.
· Issue Resolution: Addressing client concerns, complaints, and issues promptly and professionally, escalating complex problems to the appropriate departments when necessary.
· Performance Monitoring & Reporting: Track client metrics, share data with clients, answer incoming questions or seek appropriate contact to do so, schedule and host recurring as well as on-demand meetings and coordinate all correspondence from valued StoreEase clients.
· Industry Expertise: Staying informed about industry trends, competitor activities, internal developments as well as any new ideas or tools to provide informed advice and maintain a competitive edge over other 3
rd
party management companies.
Useful skills and abilities:
· A bachelor's degree in business administration, marketing, communications, related field or commensurate experience is required.
· 2+ years of self-storage experience is preferred.
· Familiarity with industry tools such as Prorize, Radius+, and/or StoreEDGE, A++
· Proficiency in Microsoft Office Suite and Google Doc Spreadsheets is essential.
· Experience with CRM software such as HubSpot, Monday.com and Pipedrive is useful.
· Organizational and time management skills with the ability to work effectively, independently and in group settings.
· Verbal, written communication and listening skills.
· Be an independent thinker with the ability to learn new topics quickly through self-initiated research, along with the ability to think creatively and challenge the status quo.
· A customer-oriented attitude.
· Problem solving aptitude.
· Ability to work well with a team.
Salary commensurate with experience:
· $80K - $100K
$80k-100k yearly 4d ago
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Licensed Relationship Manager
Northwest Bancorp, Inc. 4.8
Relationship manager job in Buffalo, NY
Financial Center Williamsville - Main & Transit * The Licensed RelationshipManager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
* High School Diploma or Equivalent preferred
Work Experience:
* 2 - 6 years Customer Service Experience preferred
* 2 - 6 years Sales Experience with Investment and Insurance Products preferred
* 2 - 6 years Administrative/Supervisory Experience preferred
* 3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
Licenses and Certifications:
* FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
* Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS:
* Complete BAI and other required coursework
* Demonstrate basic knowledge of products and services
* Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
* Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
* Identify and convert service to sales opportunities
* Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
* Ask existing clients and business partners for prospect referrals and developing COIs
* Actively seek opportunities to provide outstanding client experience to every client
* Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
* Get to know clients, help them work toward their financial goals, and anticipate their financial needs
* Own clients' service issues until they are resolved to the clients' satisfaction
* Transact client business accurately, timely, and with operational proficiency
* Responsible for ensure that they are consistently provide the best customer experience possible
* Assist Office Manager to ensure the customer experience within the office is consistently at a high level
* Provide support to staff in meet customer expectations
* Provide back up for the teller function
* Open new accounts and services
* Identify and resolve customer issues
* Assist with implement strategic business plan
* Conduct direct business calls/referrals on a regular basis
* Maintain community presence and involvement
* Assist with implementation of CRM initiatives
* Cross-sell Northwest products and services
* Assist with the office workload and workflow
* Assist with the implementation of changes, improvements and new procedures
* Review/monitor daily statistical reports
* Proactively seek coach to develop sales and service skills
* Manage teller workload/workflow
* Supervise vault operations and procedures
* Attend educational/train seminars as needed
* Assist with recovery activity
* Maximize office security
* Cultivate relationships with corporate staff in Warren
* Review/Monitor management reports
* Understand all technologies including Teller, Platform, and Lend Systems
* Attend/co-plan regular office meets
* Oversee and monitor cross-training of new and existing employees
* Assist with completion of Audit Certification
* Assist with scheduling of staff
* Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed
* Support corporate consumer collections efforts as required
* Quote loan/savings rates and terms
* Maintain security and compliance within the office
* Originate and process consumer loan requests
* Assist in the mortgage loan process as required
* Ensure that they and the office staff are consistently providing the best customer experience possible
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
KNOWLEDGE, SKILLS, AND ABILITIES:
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Ability to analyze financial and client data
* Ability to interact positively with clients
* Knowledge of Northwest products and services preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$87k-124k yearly est. Auto-Apply 60d+ ago
Business Relationship Manager I- Officer
JPMC
Relationship manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$86k-129k yearly est. Auto-Apply 60d+ ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Relationship manager job in Buffalo, NY
JobID: 210695562 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $171,000.00-$250,000.00; Boston,MA $171,000.00-$250,000.00; Rochester,NY $152,000.00-$225,000.00; Buffalo,NY $152,000.00-$225,000.00
Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with RelationshipManagers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$63k-101k yearly est. Auto-Apply 33d ago
Environmental Account Manager
NOCO Energy Corp 4.1
Relationship manager job in Buffalo, NY
Account Manager for Environmental Sales Territory: Western New York, Northwest Pennsylvania Compensation: $65,000 - $85,000/ year, plus commission What We Are Looking For The Account Manager is responsible for developing and executing strategic sales plans to drive revenue growth for NOCO's environmental products and services within a designated territory. This role requires a combination of leadership, sales acumen, territory management, and strong client relationship skills to achieve and exceed sales goals. We're seeking a motivated professional who is eager to contribute to the success of a growing, family-owned, third-generation business while expanding NOCO's environmental business in their assigned region. What You Will Do
Develop and implement strategic sales plans to achieve revenue and market share growth within the assigned region.
Meet or exceed established KPIs, including the minimum number of weekly sales calls, CRM updates, and documentation of customer visits, opportunities, and pipeline activities.
Cultivate and maintain strong relationships with key clients and prospects through consistent communication and value-driven solutions.
Understand client needs, assess market trends, and tailor NOCO's environmental products and services to meet customer objectives.
Set and achieve annual sales targets, revenue goals, and growth metrics for the assigned region.
Monitor sales activities, pipelines, and forecasts to ensure consistent progress toward targets.
Stay informed on industry trends, market conditions, and competitive activities to identify new opportunities.
Lead negotiations for major contracts and agreements, ensuring favorable terms for both the client and the company.
Collaborate with cross-functional teams, including marketing and operations, to ensure alignment between sales initiatives and company objectives.
Prepare regular sales reports, forecasts, and analyses to assess performance and recommend improvements.
Supervise and manage team performance, ensuring tasks are appropriately delegated, completed, and aligned with company expectations.
Provide ongoing feedback and communication with operations to support customer satisfaction and process improvement.
Attend regular team meetings (i.e. daily, weekly huddle meetings) to communicate priorities, safety, policies, company events, etc.
Perform other job-related duties as assigned to support departmental and organizational success.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company NOCO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need
Bachelor's degree in business, environmental science, or a related field.
Proven experience in sales and sales leadership roles, preferably within the environmental industry or a related sector.
Demonstrated success in achieving or exceeding sales targets and driving revenue growth.
Strong leadership and people management skills with a focus on team building, coaching, and development.
Excellent communication, negotiation, and interpersonal abilities.
Solid understanding of environmental products, services, and applicable regulations.
Strong analytical and strategic thinking capabilities.
Proficiency in Microsoft Excel, Word, PowerPoint, and other relevant technical tools.
Ability to accurately forecast sales and manage pipelines effectively.
Willingness to travel within the assigned region as needed.
What We Offer
Generous medical insurance offerings
Dental and vision plans
Company-paid life insurance
Company-paid short-term disability
Competitive compensation package
401(k) with company match
Health savings accounts
Generous Paid Time Off policies
7 paid holidays
Employee and family assistance program
Company-paid training
Safety incentives
Years of service incentives
$65k-85k yearly 60d+ ago
Specialty Account Manager, Auvelity (Buffalo N, NY)
Axsome Therapeutics, Inc. 3.6
Relationship manager job in Buffalo, NY
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X.
About This Role
Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels.
SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace.
Job Responsibilities and Duties include, but are not limited to, the following:
* Proficient in both virtual and live customer engagements
* Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership
* Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
* Develop strong customer relationships by better understanding the customer's needs
* Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials)
* Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients
* Communicate territory activity in an accurate and timely manner as directed by management
* Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
* Successfully complete all training classes in a timely manner
* Complete administrative duties in an accurate and timely fashion
* Manage efforts within assigned promotional budget
* Effectively collaborate across all corporate functions
* Attend medical congresses and society meetings as needed
* Ensure timely access for patients through patient services and savings programs
* Overnight travel as indicated by the needs of the business
* Additional responsibilities as assigned
Qualifications / Requirements
* Bachelor's degree from an accredited college or university
* Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role
* 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space
* Psychiatry/CNS experience strongly preferred
* Demonstrated experience delivering outstanding results
* Launch experience strongly preferred
* Must live in the territory's geography
* Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals
* Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment
* Comfortability with uncertainty and high expectations
* Patient support services experience a plus
* Strong digital marketing aptitude
* Strong interpersonal, presentation, and communication skills
* Frequent driving, including extended periods of time behind the wheel
* Prolonged sitting and standing as part of daily job functions
* Ability to lift and carry up to 30lbs regularly
* Overhead reaching required to close and secure liftgates or similar equipment
Salary & Benefits
The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package.
Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
$100k-150k yearly 13d ago
Business Banking Relationship Manager-Upstate New York
Bank of America 4.7
Relationship manager job in Buffalo, NY
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities:
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Required Qualifications:
· Has proven success in consultative sales in financial services or in business-to-business sales
· Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
· Is passionate about outside sales and enjoys spending time prospecting
· Wants to enhance existing relationships and exceed sales goals
· Can analyze financial conditions of clients and industry trends
· Can understand and interpret financial statements and cash flow analysis
· Has excellent communication skills and demonstrated leadership ability
· Enjoys partnering and negotiating with a team of bank employees to solve client issues
· Demonstrated management of a client portfolio with focus on relationship development and deepening
· Thorough knowledge of small business financial products and services
· Familiarity with CRM platforms and other banking systems
Desired Qualifications:
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills:
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management.
Minimum Education Requirement:
High School Diploma/GED or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Buffalo - 10 FOUNTAIN PLZ (NY7101), US - NY - Pittsford - 1221 Pittsford Victor Rd (NY3240), US - NY - Syracuse - 205 S SALINA ST (NY3205) Pay and benefits information Pay range$75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$75k-95k yearly Auto-Apply 60d+ ago
Publisher Account Manager
Launch Potato
Relationship manager job in Buffalo, NY
WHO ARE WE?
Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, All About Cookies, and OnlyInYourState.
As The Discovery and Conversion Company, our mission is to connect consumers with the world's leading brands through data-driven content and technology.
Headquartered in South Florida with a remote-first team spanning over 15 countries, we've built a high-growth, high-performance culture where speed, ownership, and measurable impact drive success.
WHY JOIN US?
At Launch Potato, you'll accelerate your career by owning outcomes, moving fast, and driving impact with a global team of high-performers.
BASE SALARY: $80,000 to $110,000 per year
MUST HAVE
Fully comfortable working Eastern Timezone hours and supporting ad-hoc partner or business needs outside standard hours when required.
Experienced in managing a direct response portfolio of accounts for a mix of channel types like email, newsletter, listicle, co-reg, etc.
Demonstrated ability to interpret, diagnose, and act on performance data across KPIs (CTR, CPC, CPA, ROAS), including identifying trends, risks, and scalable opportunities.
Advanced communication, negotiation, and upsell skills with the ability to influence both tactical decisions and strategic partner direction.
Highly proactive, growth-minded, and organized, able to manage complex workflows while driving long-term outcomes.
EXPERIENCE: Minimum 3-5 years working directly with Publishers, Affiliates, and/or Advertisers in digital media, performance marketing, or lead generation, with ownership of partner relationships, revenue performance, and reporting.
YOUR ROLE
Own and grow a direct response, high-impact portfolio of publisher partners, applying industry expertise, strategic thinking, and cross-functional influence to maximize revenue, efficiency, and long-term partner value.
This role expands beyond execution: you will anticipate risks, uncover growth opportunities, design optimization strategies, influence internal roadmaps, and elevate best practices across the team.
Outcomes (Performance Expectations)
Strategic Account Ownership: Own, optimize, and expand a portfolio of publisher/affiliate accounts by managing daily partner needs, driving long-term growth strategies, and proactively identifying new placements, integrations, and whitespace opportunities.
Campaign Execution & Daily Management: Execute all campaign operations, including pacing, budgets, QA, creative testing, launches, and troubleshooting with 100% accuracy while using advanced judgment to prioritize issues and maintain performance stability.
Performance Optimization: Analyze performance data across CTR, CPC, CPA, and ROAS to diagnose trends, forecast impact, and deliver clear, actionable recommendations that improve yield and partner outcomes.
Revenue & Margin Growth: Drive revenue and margin expansion by scaling high-performing partners, upselling new opportunities, optimizing traffic quality, and influencing internal teams to unlock additional growth levers.
Documentation & Reporting: Maintain clear, organized documentation and produce structured reporting that communicates insights, decisions, risks, and next steps to internal teams and external partners.
Cross-Functional Leadership: Partner with media buying, analytics, creative, and product to resolve blockers, shape testing roadmaps, refine processes, and elevate partner performance through cross-team alignment.
High-Trust Partner Communication: Lead recurring partner communications that build trust, address issues quickly, and deliver strategic insights that strengthen alignment and long-term retention.
Competencies
Industry-Grounded Strategist: Leverages strong experience in publisher, affiliate, and advertiser ecosystems to anticipate shifts, navigate constraints, and identify high-impact opportunities.
Relationship & Influence Leader: Builds trust across partners and internal teams; influences without authority; balances partner needs with Launch Potato's goals.
Advanced Data Literacy: Uses Looker, Excel, and performance dashboards to run analyses, forecast outcomes, design tests, and translate insights into action.
Operationally Excellent: Manages multiple accounts, priorities, and workflows with accuracy and process discipline at expectations.
Collaborative & Cross-Functional: Works fluidly with media buyers, analytics, creative, and engineering partners; communicates directly with clarity and respect.
Entrepreneurial Problem Solver: Acts with ownership, experiments thoughtfully, and drives long-term revenue growth through both systematic and creative approaches.
Coachable, Reflective, Growth-Minded: Seeks feedback, adapts quickly, and shares learnings to raise the bar across the team.
TOTAL COMPENSATION
Base salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments.
Want to accelerate your career? Apply now!
Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion.
We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
$80k-110k yearly Auto-Apply 14d ago
Account Manager - State Farm Agent Team Member
Michele Proietti-State Farm Agent
Relationship manager job in Buffalo, NY
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency first opened in 2017 and expanded with a second location in 2023. We currently have a team of seven talented and dedicated professionals. My journey with State Farm began as a team member, then I worked on the corporate side before becoming an agent an experience that gave me a strong foundation for building a successful, people-focused agency.
I earned my masters degree in Math Education from University at Buffalo. Im married with two wonderful kids and we love being involved in our community. Our team supports local programs like the Police Athletic League, health and education events at community centers, the Jamaican Market Festival, church activities, and more.
We offer a Simple IRA, licensing reimbursement, and flexibility when needed. Our culture is warm and collaborative, and were looking for individuals who are driven, organized, friendly, and able to show empathy. If youre someone who thrives in a team environment and loves making a difference, this could be the perfect place for you.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Michele Proietti - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-103k yearly est. 28d ago
Account Manager
The Betlem Service Corporation
Relationship manager job in Buffalo, NY
About Us
We offer a broad spectrum of commercial and residential HVAC and facilities services, from rooftop to foundation and everything in between. In addition to HVAC repairs and maintenance, our portfolio of facilities services includes on-site personnel for building management operations and maintenance.
Job Summary
Job Summary:
EMCOR Services Betlem is looking for a Account Manager with the ability to estimate and propose facilities and commercial HVAC&R service agreements.
Responsibilities:
Develop and manage a pipeline of commercial and industrial HVAC projects.
Conduct site visits, gather technical requirements, and prepare detailed proposals.
Collaborate with engineering, estimating, and project management teams to deliver turnkey solutions.
Present and explain our solutions, energy efficiency benefits, and ROI to clients.
Maintain strong relationships with clients, suppliers, and engineering firms.
Provide ongoing account management to ensure client satisfaction, retention, and repeat business.
Resolve customer issues and coordinate with internal teams to ensure timely and effective solutions.
Stay current on industry trends, technologies, and local building codes.
Meet or exceed sales targets and contribute to overall company growth.
Qualifications:
5+ years of experience in commercial/industrial HVAC sales or engineering.
Strong understanding of HVAC systems, controls, and energy efficiency principles.
Excellent communication, presentation, and negotiation skills.
Proficiency in CRM software and Microsoft Office Suite.
Valid driver's license and willingness to travel throughout Western NY.
Essential Skills:
Excellent written and verbal communication skills a must
Strong problem solving skills
Strong computer skills
Prospecting skills
Negotiation
Client relationships
What you will receive:
Vehicle allowance.
Health insurance.
401(k).
Ongoing training and professional development.
As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled
Compensation Range: $90,000/year-$100,000/year
Other Compensation:
This position is commission eligible.
Benefits: We are committed to providing employees a comprehensive benefits package which includes medical, dental, and vision coverage, along with health savings and flexible spending accounts, life insurance, disability, a 401(k) Savings Plan, College Coach and employee assistance program.
#betlem
#LI-P1
Equal Opportunity Employer As a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/Disabled Notice to Prospective Employees Notice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine.
EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent.
$90k-100k yearly Auto-Apply 60d+ ago
Account Manager - State Farm Agent Team Member
Melissa Wilson-State Farm Agent
Relationship manager job in Elma, NY
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
I opened my State Farm agency in Elma, NY, in 2022, continuing a family legacy that has been a meaningful part of our lives for years. As a second-generation State Farm Agent, I am proud to serve our community with dedication and care. Family is at the heart of everything I doboth as a mom to two wonderful sons and as a business owner. Helping people protect what matters most and guiding families through lifes everyday risks is my true passion. Its an honor to support our community and help life go right for you and your loved ones.
At our office, we are committed to continuous growth and improvement every day. We offer both individual and team-based bonus plans to recognize and reward hard work. Team members are encouraged and empowered to share their ideas for events, sponsorships, volunteer opportunities, and more. Being an active part of the community and making a positive impact is at the core of everything we do.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Melissa Wilson - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$60k-103k yearly est. 29d ago
Account Manager (Ad Pro)
Asmglobal
Relationship manager job in Buffalo, NY
LEGENDS GLOBAL
Two powerhouse companies have joined forces to redefine excellence in sports, entertainment, and live events. Together, we combine unmatched expertise with a global reach, offering end-to-end solutions - from venue development and event booking to revenue strategy and hospitality.
Our organization is committed to building an inclusive, innovative environment where differences drive solutions that benefit our team members, guests, and partners. Guided by our values of respect, integrity, and accountability, we create a workplace where everyone can succeed. Are you ready to be part of the team that is transforming live entertainment? Join us to make legends happen!
THE ROLE
The Account Manager will lead day-to-day operations for customer relationships with a focus on providing our customers/partners world-class service and strategic solutions resulting in increased customer retention and revenue. The Account Manager oversees customer orders from start to finish to ensure completion, accuracy, and customer satisfaction.
ESSENTIAL DUTES AND RESPONSIBILITIES
The Account Manager plays a vital role in the Company. Other duties may be assigned to meet business needs. The essential duties and responsibilities of the position include:
Manage all aspects of current customer relationships
Actively engage and plan with current customers, proactively, to achieve their goals
Meet with current accounts, in person or virtual, on a regular basis (weekly, monthly, quarterly)
Enhance current customer relationships with focus on new/improved branded merchandise solutions to meet their needs or goals for a project
Lead all aspects of customer engagement: customer meetings, proposals, ideation for branded solutions, securing orders, entering orders, customer satisfaction and follow up after an order or project, etc.
Use creative thinking and industry knowledge to curate the best solutions for a customer/partner and drive the best ROI for their business
Responsibility and accountability for individual and department revenue growth targets and budget managementManage all customer/partner deliverables (solutions proposals, orders, achieving targeted in hands dates, etc.) to ensure quality standards and client expectations are met and we are compliant with all licensing guidelines (where applicable)
Support corporate sales team for all aspects of current customer or new relationships
Utilize CRM as a tool for customer management and revenue generation
Work with other departments to ensure satisfactory fulfillment of all client deliverables/communication
Strive to achieve company and department goals and objectives
Develop strong, long-term relationships with both customers and co-workers
SUPERVISORY RESPONSIBILITIES
Carries out supervisory responsibilities in accordance with all Legends & ASM policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty with energy and enthusiasm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE
A bachelor's degree
A minimum of one year of experience in a similar position, or
An equivalent combination of education and experience (preferably in customer service, marketing or sports management)
Proficient in Microsoft Office products, invoicing systems, CRM
SKILLS AND ABILITIES
Good interpersonal and customer service skills, well-developed verbal and written communication skills, and the ability to work with internal and external clients
General business acumen with a focus on business strategy and branded solutions strategy
Strong personal management, communication, time management and organizational skills; proven ability to multi-task and manage projects on strict deadlines
Professional image and demeanor; strong ability to work well with co-workers and supervisors in team environment
Possess high degree of discretion and professionalism
Highly organized and able to manage multiple priorities and projects while working with many customers at the same time
COMPENSATION
Competitive salary of up to $60,405.80 commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan.
WORKING CONDITIONS
Location: On Site at AdPro Buffalo, NY
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NOTE:
The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.
Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.
$60.4k yearly Auto-Apply 60d+ ago
Account Manager (Ad Pro)
Legends Global
Relationship manager job in Buffalo, NY
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.
LEGENDS GLOBAL
Two powerhouse companies have joined forces to redefine excellence in sports, entertainment, and live events. Together, we combine unmatched expertise with a global reach, offering end-to-end solutions - from venue development and event booking to revenue strategy and hospitality.
Our organization is committed to building an inclusive, innovative environment where differences drive solutions that benefit our team members, guests, and partners. Guided by our values of respect, integrity, and accountability, we create a workplace where everyone can succeed. Are you ready to be part of the team that is transforming live entertainment? Join us to make legends happen!
THE ROLE
The Account Manager will lead day-to-day operations for customer relationships with a focus on providing our customers/partners world-class service and strategic solutions resulting in increased customer retention and revenue. The Account Manager oversees customer orders from start to finish to ensure completion, accuracy, and customer satisfaction.
ESSENTIAL DUTES AND RESPONSIBILITIES
The Account Manager plays a vital role in the Company. Other duties may be assigned to meet business needs. The essential duties and responsibilities of the position include:
Manage all aspects of current customer relationships
Actively engage and plan with current customers, proactively, to achieve their goals
Meet with current accounts, in person or virtual, on a regular basis (weekly, monthly, quarterly)
Enhance current customer relationships with focus on new/improved branded merchandise solutions to meet their needs or goals for a project
Lead all aspects of customer engagement: customer meetings, proposals, ideation for branded solutions, securing orders, entering orders, customer satisfaction and follow up after an order or project, etc.
Use creative thinking and industry knowledge to curate the best solutions for a customer/partner and drive the best ROI for their business
Responsibility and accountability for individual and department revenue growth targets and budget managementManage all customer/partner deliverables (solutions proposals, orders, achieving targeted in hands dates, etc.) to ensure quality standards and client expectations are met and we are compliant with all licensing guidelines (where applicable)
Support corporate sales team for all aspects of current customer or new relationships
Utilize CRM as a tool for customer management and revenue generation
Work with other departments to ensure satisfactory fulfillment of all client deliverables/communication
Strive to achieve company and department goals and objectives
Develop strong, long-term relationships with both customers and co-workers
SUPERVISORY RESPONSIBILITIES
Carries out supervisory responsibilities in accordance with all Legends & ASM policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty with energy and enthusiasm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE
A bachelor's degree
A minimum of one year of experience in a similar position, or
An equivalent combination of education and experience (preferably in customer service, marketing or sports management)
Proficient in Microsoft Office products, invoicing systems, CRM
SKILLS AND ABILITIES
Good interpersonal and customer service skills, well-developed verbal and written communication skills, and the ability to work with internal and external clients
General business acumen with a focus on business strategy and branded solutions strategy
Strong personal management, communication, time management and organizational skills; proven ability to multi-task and manage projects on strict deadlines
Professional image and demeanor; strong ability to work well with co-workers and supervisors in team environment
Possess high degree of discretion and professionalism
Highly organized and able to manage multiple priorities and projects while working with many customers at the same time
COMPENSATION
Competitive salary of up to $60,405.80 commensurate with experience, and a generous benefits package that includes medical, dental, vision, life and disability insurance, paid vacation, and 401k plan.
WORKING CONDITIONS
Location: On Site at AdPro Buffalo, NY
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
NOTE:
The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.
Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor.
$60.4k yearly 55d ago
Account Manager Trainee
Primetime Vision Marketing 4.1
Relationship manager job in Williamsville, NY
At Primetime Vision Marketing we have developed many successful marketing campaigns that can reach your ideal customers where it matters most.
Primetime Vision Marketing works hand in hand with some of the biggest retailers in the world to offer their customers a unique shopping experience that can not only help educate the customer but also give each customer the right information to help make the best decision for them or their family. These campaigns happen in-store and can dramatically increase sales for our clients products or services.
Job Description
We are an independently owned sales and marketing firm specializing in client acquisition and promotional marketing for Fortune 500 companies in Buffalo, NY.
We promote a culture in which individuals are rewarded for the effort they put forth. Our management training program is structured on the principles of a merit-based system and does not operate off seniority. Having a dynamic culture is essential to the company; we foster a positive environment that promotes competition and team development.
We recently signed new clients and are expanding throughout the Buffalo market. Rapid growth and success are qualities that have set us apart with the Fortune 500 companies we represent. Our team consists of individuals who are highly motivated and goal-oriented. We thrive in an environment built on vision and passion.
We Provide:
Open Door Management Policy and Daily Feedback
Training in all areas of Sales, Marketing, and Business
Contemporary Work Environment
Merit-based Promotions and Bonuses
Opportunity to Run Meetings and Client Presentations
Guaranteed Weekly Base Pay
Uncapped Commission
Training Provided In:
Marketing Strategies
Face to Face Client Acquisition
Leading, Coaching & Developing
Business Management
Team Building and Training
Sales Presentations
Human Resources - Recruiting
In person sales with customers
Qualifications
1-2 years customer service/sales experience
High Student Mentality towards Learning
Leadership Background and Excellent Time Management Skills
Customer Relations Skills including Excellent Listening/Ability to Hear Customer Needs
Goal-Oriented with Strong Organizational Skills
Sales Experience a Plus (not required)
Ability to Work Effectively as Part of a Team or a Team Leader
Hunger and Passion to Grow and Advance
Additional Information
All your information will be kept confidential according to EEO guidelines.
$66k-105k yearly est. 60d+ ago
Account Manager
William Mattar, P.C
Relationship manager job in Williamsville, NY
Help businesses connect with their customers through impactful phone numbers
Looking for a role where your dedication fuels impact and your hustle reaps rewards? Join our company as an Account Manager and jump start your sales career!
Negotiate contracts, analyze trends, oversee platform updates (mumber.com), and provide top-notch customer service - all while generating leads and tracking sales that directly affect your earnings (competitive $60k base salary + bonus)
Essential Duties:
Sales Management: Attend industry trade shows and conferences, leverage online marketing tools to cultivate leads, and convert prospects into loyal customers. Handle contract negotiations, analyze industry trends, oversee platform updates, and provide exceptional customer service while generating leads and tracking sales performance. (Competitive salary + bonus included!)
Lead Generation and Pipeline Growth: Utilize tools like ZoomInfo and other resources to identify and nurture leads, expanding the sales pipeline.
Performance Tracking and Reporting: Monitor and analyze sales metrics, providing detailed reports to support informed decision-making.
Inventory Oversight: Manage and optimize the company's phone number inventory, ensuring efficient utilization and safeguarding its value.
Market Analysis and Strategy: Evaluate market trends to recommend trades, purchases, and sales that maximize revenue and enhance client satisfaction.
Platform Updates Management: Oversee updates to mumber.com, managing project timelines, budgets, and ensuring a seamless user experience.
Marketing Campaign Execution: Develop and manage automated email campaigns to engage leads and drive conversions.
Other Duties:
Managing Revenue Cycle: Assist with sending invoices and collecting payments, ensuring timely financial transactions.
Collaborating with IT: Partner with IT on specific tasks related to routing and acquiring new numbers.
Managing Web Domains: Oversee web domain accounts, ensuring their functionality and security.
Expanding Client Network: Generate agreements with new clients, fostering strategic collaborations and expanding our reach. Add new parties to our case management system, ensuring accuracy and data integrity of our client database.
Reviewing Marketing Content: Review blog posts from marketing, contributing to content quality and effectiveness.
Analyzing Data: Prepare quarterly usage reports leveraging data for informed decision-making.
What we offer:
Competitive salary $60,000 + performance-based bonus
Supportive team environment
Growth opportunities
Generous PTO
Education:
College Degree in Business or a related field preferred
Experience:
B2B sales experience.
Experience selling intangible products.
Proven ability to generate leads, qualify prospects, and close deals.
A track record of meeting and exceeding sales quotas.
Experience with cold calling (a plus).
Familiarity with CRM software (a plus).
Ready to launch your sales career to new heights? Send your resume today!
$60k yearly Auto-Apply 60d+ ago
Licensed Relationship Manager
Northwest Bancorp, Inc. 4.8
Relationship manager job in Amherst, NY
Financial Center Amherst - Sheridan Drive * The Licensed RelationshipManager is expected to be a customer experience champion and trusted financial professional. This position is to be the primary "asset" gatherer, retail investment sales leader, and relationship builder while assisting with special projects and working as part of a team. This position is responsible for assisting the Manager in all phases of office operation including opening, processing and maintaining customer accounts, cross-selling of Northwest products and services, overseeing the teller area and activities as required.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
* High School Diploma or Equivalent preferred
Work Experience:
* 2 - 6 years Customer Service Experience preferred
* 2 - 6 years Sales Experience with Investment and Insurance Products preferred
* 2 - 6 years Administrative/Supervisory Experience preferred
* 3 - 5 years Banking Experience with an Understanding of Consumer Lending preferred
Licenses and Certifications:
* FINRA SIE: Series 6 and 63 in good standing upon hire required (or pursued upon hire)
* Current applicable State Life and Health Insurance License upon hire required (or pursued upon hire)
ESSENTIAL FUNCTIONS:
* Complete BAI and other required coursework
* Demonstrate basic knowledge of products and services
* Identify every client to manager, retain, and grow a portfolio of high retail clients to reach both retail branch and investment goals
* Ensure compliance with Northwest Investment Services and broker/dealer policies and procedures
* Identify and convert service to sales opportunities
* Engage in relationship building discussion to uncover and anticipate clients' needs over the phone and in person to drive deposit growth and investment sales
* Ask existing clients and business partners for prospect referrals and developing COIs
* Actively seek opportunities to provide outstanding client experience to every client
* Promote referrals to the most appropriate branch team members and cross-functional business partners as appropriate
* Get to know clients, help them work toward their financial goals, and anticipate their financial needs
* Own clients' service issues until they are resolved to the clients' satisfaction
* Transact client business accurately, timely, and with operational proficiency
* Responsible for ensure that they are consistently provide the best customer experience possible
* Assist Office Manager to ensure the customer experience within the office is consistently at a high level
* Provide support to staff in meet customer expectations
* Provide back up for the teller function
* Open new accounts and services
* Identify and resolve customer issues
* Assist with implement strategic business plan
* Conduct direct business calls/referrals on a regular basis
* Maintain community presence and involvement
* Assist with implementation of CRM initiatives
* Cross-sell Northwest products and services
* Assist with the office workload and workflow
* Assist with the implementation of changes, improvements and new procedures
* Review/monitor daily statistical reports
* Proactively seek coach to develop sales and service skills
* Manage teller workload/workflow
* Supervise vault operations and procedures
* Attend educational/train seminars as needed
* Assist with recovery activity
* Maximize office security
* Cultivate relationships with corporate staff in Warren
* Review/Monitor management reports
* Understand all technologies including Teller, Platform, and Lend Systems
* Attend/co-plan regular office meets
* Oversee and monitor cross-training of new and existing employees
* Assist with completion of Audit Certification
* Assist with scheduling of staff
* Provide assistance to the Retail Lend Collections Department of Region Management for mortgage collection and REO's as needed
* Support corporate consumer collections efforts as required
* Quote loan/savings rates and terms
* Maintain security and compliance within the office
* Originate and process consumer loan requests
* Assist in the mortgage loan process as required
* Ensure that they and the office staff are consistently providing the best customer experience possible
* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
* Work as part of a team
* Work with on-site equipment
KNOWLEDGE, SKILLS, AND ABILITIES:
* Ability to establish effective working relationships among team members and participate in solving problems and making decisions
* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
* Ability to analyze financial and client data
* Ability to interact positively with clients
* Knowledge of Northwest products and services preferred
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$87k-124k yearly est. Auto-Apply 15d ago
Business Relationship Manager I- Officer
Jpmorgan Chase Bank, N.A 4.8
Relationship manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you. As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Buffalo,NY $61,750.00 - $95,000.00
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X.
About This Role
Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels.
SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace.
Job Responsibilities and Duties include, but are not limited to, the following:
* Proficient in both virtual and live customer engagements
* Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership
* Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines
* Develop strong customer relationships by better understanding the customer's needs
* Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials)
* Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients
* Communicate territory activity in an accurate and timely manner as directed by management
* Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results
* Successfully complete all training classes in a timely manner
* Complete administrative duties in an accurate and timely fashion
* Manage efforts within assigned promotional budget
* Effectively collaborate across all corporate functions
* Attend medical congresses and society meetings as needed
* Ensure timely access for patients through patient services and savings programs
* Overnight travel as indicated by the needs of the business
* Additional responsibilities as assigned
Qualifications / Requirements
* Bachelor's degree from an accredited college or university
* Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role
* 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space
* Psychiatry/CNS experience strongly preferred
* Demonstrated experience delivering outstanding results
* Launch experience strongly preferred
* Must live in the territory's geography
* Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals
* Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment
* Comfortability with uncertainty and high expectations
* Patient support services experience a plus
* Strong digital marketing aptitude
* Strong interpersonal, presentation, and communication skills
* Frequent driving, including extended periods of time behind the wheel
* Prolonged sitting and standing as part of daily job functions
* Ability to lift and carry up to 30lbs regularly
* Overhead reaching required to close and secure liftgates or similar equipment
Salary & Benefits
The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package.
Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law.
Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
$100k-150k yearly 13d ago
Account Manager
William Mattar, P.C
Relationship manager job in Williamsville, NY
Help businesses connect with their customers through impactful phone numbers
Looking for a role where your dedication fuels impact and your hustle reaps rewards? Join our company as an Account Manager and jump start your sales career!
Negotiate contracts, analyze trends, oversee platform updates (mumber.com), and provide top-notch customer service - all while generating leads and tracking sales that directly affect your earnings (competitive $60k base salary + bonus)
Essential Duties:
Sales Management: Attend industry trade shows and conferences, leverage online marketing tools to cultivate leads, and convert prospects into loyal customers. Handle contract negotiations, analyze industry trends, oversee platform updates, and provide exceptional customer service while generating leads and tracking sales performance. (Competitive salary + bonus included!)
Lead Generation and Pipeline Growth: Utilize tools like ZoomInfo and other resources to identify and nurture leads, expanding the sales pipeline.
Performance Tracking and Reporting: Monitor and analyze sales metrics, providing detailed reports to support informed decision-making.
Inventory Oversight: Manage and optimize the company's phone number inventory, ensuring efficient utilization and safeguarding its value.
Market Analysis and Strategy: Evaluate market trends to recommend trades, purchases, and sales that maximize revenue and enhance client satisfaction.
Platform Updates Management: Oversee updates to mumber.com, managing project timelines, budgets, and ensuring a seamless user experience.
Marketing Campaign Execution: Develop and manage automated email campaigns to engage leads and drive conversions.
Other Duties:
Managing Revenue Cycle: Assist with sending invoices and collecting payments, ensuring timely financial transactions.
Collaborating with IT: Partner with IT on specific tasks related to routing and acquiring new numbers.
Managing Web Domains: Oversee web domain accounts, ensuring their functionality and security.
Expanding Client Network: Generate agreements with new clients, fostering strategic collaborations and expanding our reach. Add new parties to our case management system, ensuring accuracy and data integrity of our client database.
Reviewing Marketing Content: Review blog posts from marketing, contributing to content quality and effectiveness.
Analyzing Data: Prepare quarterly usage reports leveraging data for informed decision-making.
What we offer:
Competitive salary $60,000 + performance-based bonus
Supportive team environment
Growth opportunities
Generous PTO
Education:
College Degree in Business or a related field preferred
Experience:
B2B sales experience.
Experience selling intangible products.
Proven ability to generate leads, qualify prospects, and close deals.
A track record of meeting and exceeding sales quotas.
Experience with cold calling (a plus).
Familiarity with CRM software (a plus).
Ready to launch your sales career to new heights? Send your resume today!
$60k yearly Auto-Apply 60d+ ago
Business Relationship Manager I- Officer
Jpmorgan Chase 4.8
Relationship manager job in Buffalo, NY
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you. As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
**Job Responsibilities**
+ Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
+ Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
+ Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
+ Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
+ Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
+ Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
**Required qualifications,** **capabilities, and skills**
+ Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
+ General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
+ Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
+ Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
+ Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
+ Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
**Preferred qualifications,** **capabilities, and skills**
+ Bachelor's degree in Finance or related field or equivalent work experience
+ Strong current business network
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Buffalo,NY $61,750.00 - $95,000.00
How much does a relationship manager earn in Buffalo, NY?
The average relationship manager in Buffalo, NY earns between $68,000 and $149,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Buffalo, NY
$101,000
What are the biggest employers of Relationship Managers in Buffalo, NY?
The biggest employers of Relationship Managers in Buffalo, NY are: