Relationship Manager jobs in Carmichael, CA

The Premier Relationship Manager manages a deposit and loan portfolio for high-net-worth consumer and commercial clients. The Relationship Manager demonstrates expertise in financial services and acts as a knowledgeable resource for the Bank's most valued clients and potential clients in this area. This position is responsible for developing deposit and lending relationships with clients; promoting business for the Bank through relationship-building opportunities; maintaining good client relations and referring clients to appropriate staff for new services. This position is responsible for providing exceptional service to the Bank's high-value clients facilitating ease of doing business and enhancing the client experience. Requirements Three years of proven and progressive business development and sales experience in the banking/financial services industry - acquired through experience in premier/private banking positions. Comprehensive knowledge of financial services and products as well as operations and security policies, practices, and procedures. Expert knowledge of cash management services and lending solutions. Mortgage loan origination experience is strongly preferred. NMLS registration is strongly preferred. A notary license is strongly preferred. Required Education: Bachelor's degree in business and/or finance from an accredited college or equivalent work experience.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Remarkable Benefits Offered by CoBank * Careers with a purpose * Time-Off Packages, 20 days of vacation, 10 paid sick days and 11 paid holidays * Competitive Compensation & Incentive * Hybrid work model: flexible arrangements for most positions * Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance * Robust associate training and development with CoBank University * Tuition reimbursement for higher education up to $10K * Outstanding 401k: up to 6% matching and additional 3% non-elective contribution * Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution * Associate Resource Groups: creating a culture of respect and inclusion * Recognize a fellow associate through our GEM awards This position can be located in Denver or one of our banking centers. Job Description Manages significant account relationships with existing and prospective customers in assigned market and/or industry segment. Maximizes credit and financial services provided to the customer to enhance the bank's profitability goals. Implements marketing and account servicing plans to capitalize on marketing opportunities within assigned segment, with a primary focus on similar entity prospecting through consultants/advisory firms and commercial banks. Works independently to develop new business and manage existing portfolio. Mentors and provides guidance to junior level staff. Supports the achievement of profitability and credit goals for the division through day-to-day management of account relationships. Essential Functions * Independently manages the day-to-day customer relationship of complex, highly visible accounts. Meets regularly with customers and gathers information on their businesses, needs, strategic direction, and earnings to determine business opportunities. * Calls on potential or existing customers to develop new business and increase or retain existing business. * Cross-markets CoBank's products and services to meet goals for assigned accounts. Develops and implements plans to capitalize on marketing opportunities. * Guides the development and analysis of financial data for new or renewed financing arrangements. * Recommends decisions on loan terms and loan servicing actions within approved limits on assigned accounts. * Manages to profitability and credit quality targets for portfolio. * Guides credit analysis area in the development and analysis of financial background data for new or renewed loans. * Prudently services accounts to protect CoBank and minimize losses. * Maintains expertise in a designated market/industry segment and keeps abreast of industry trends, technology, regulatory requirements and the competitive environment. Studies industrial, commercial, and financial situations relating to new or existing businesses as requested. Makes recommendations on financial and organization structure, locations, and other business-related issues. Provides additional guidance or advice to customers as appropriate. * Reviews approval or approves extension of credit to certain accounts requiring higher-level delegated authority. * Assists less experienced staff in their relationships with customers. Provides leadership and guidance in account management and marketing techniques. Education * Bachelor's Degree required Work Experience * 7 years of relevant experience required; preferably in a combination of commercial/corporate banking, debt/capital structuring, financial services industry or agriculture Preferred Qualifications * Expert knowledge of credit and financing alternatives. * Advanced knowledge of technical standards, industry trends, technology, and regional/national regulatory requirements. * Knowledge of capital markets activities and loan syndication structures and processes. * Advanced knowledge of competitive environment and practices in customer's industry. * Demonstrated of cross-marketing skills, with the ability to deliver marketing presentations to potential and existing customers. * Proven ability to analyze all components on standard credits. * Excellent business acumen, analytical, problem solving and decision making skills. * Ability to work independently as well as collaboratively in a team environment. * Strong detail and customer service orientation. * Excellent organizational and time management skills, with the ability to deliver commitments while juggling multiple projects and priorities. Ability to work effectively under deadline pressures, and adjust quickly and effectively to changing priorities. * Excellent verbal and written communication, presentation and interpersonal skills, with the ability develop and maintain relationships and to communicate effectively to all levels of management, staff, and external stakeholders, * Knowledge of Microsoft Office applications (Outlook, Word, PowerPoint, Excel, Access). Physical Exertion Details Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Travel Requirement Details Regular Travel occurs on a consistent basis (typically, once a week or every other week). About CoBank The typical base pay range for this role is between $165,900 - $195,000. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Responsibilities Manages significant account relationships with existing and prospective customers in assigned market and/or industry segment. Maximizes credit and financial services provided to the customer to enhance the bank's profitability goals. Implements marketing and account servicing plans to capitalize on marketing opportunities within assigned segment, with a primary focus on similar entity prospecting through consultants/advisory firms and commercial banks. Works independently to develop new business and manage existing portfolio. Mentors and provides guidance to junior level staff. Supports the achievement of profitability and credit goals for the division through day-to-day management of account relationships.

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. As a Sr. Client Coding Project Manager, you will plan, forecast, and manage client-facing coding projects. You will work directly with Customer Success Managers to ensure successful implementation, coding, and result delivery of client projects. Additionally, you will oversee the coding phase of client projects and ensure all parties remain on track with project requirements, deadlines, and schedules. **You will:** + Partner with Customer Success Managers to ensure successful implementation, coding, and result delivery of client projects, including creating and delivering content to clients describing Apixio's products, how to effectively use Apixio's coding and management tools, and ensuring alignment on coding quality. + Oversee the coding phase of client projects to ensure that all parties are on track with project requirements, deadlines, and schedules. + Respond to client needs and proactively identify and resolve coding issues that impact project success metrics. + Prepare and deliver timely project performance reports by gathering, analyzing, and summarizing relevant information. + Ensure project deliverables adhere to quality standards. + Establish effective project communication plans (to coding staff, coding vendors, and clients) and ensure their execution. + Facilitate change requests to ensure that all parties are informed of the impacts on schedule and budget. + Coordinate the development of user manuals, coder training materials, and other documents as needed. + Manage client satisfaction within the project period. + Conduct post-project evaluation and identify successful and unsuccessful project elements. + Ensure effective use of project resources (staffing, budget). + Define project productivity and accuracy benchmarks and ensure coding teams deliver on them through collaboration with those responsible for coder performance management. + Drive quality assurance and performance improvement activities for coding projects. + Partner with peers in other departments to achieve company goals, develop a mutual understanding of roles, and foster a positive work environment. + Keep up to date with current coding policies for ICD-10, Medicare Advantage, HHS (ACA), and other markets. + Provide guidance and make strategic recommendations to help clients understand the shifts and trends happening in the risk adjustment coding space. **What you will bring to the table:** + Minimum Associate's degree, preferably in a healthcare-related field. + Bachelor's degree preferred, preferably in a healthcare-related field. + Minimum 8 years of coding experience. + Minimum 5 years managing coders in an outpatient or inpatient setting. + Current CCS, CRC, or CPC required. + Previous Medicare Advantage Risk Adjustment, CDI, Medicaid, Commercial RA, and HEDIS experience. + Familiarity with HIPAA patient privacy requirements. + Excellent communication and organizational skills. + Keen attention to detail. + Advanced problem-solving skills. + Proficient in Microsoft Office and G-Suite applications. Excel skills are a must. We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. The estimated total cash compensation range for this role is: $100,000-$125,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please contact us at *********************** . We will review your request for reasonable accommodation on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Sacramento CA area The opportunity: The Client Partner is accountable for contract deliverables, including compliance reporting, financial reporting, and service level performance reporting. The Client Partner is also responsible for ensuring effective coordination and communication of client requests to ensure client expectations are satisfied. How you will contribute: * Manage the operations of the Community Advisory Committee (CAC) in compliance with all statutory rules and contract requirements. * Will work with the local CA team to identify a CAC Selection Committee. * Ensuring compliance with all CAC reporting and public posting requirements. Maintain CAC committee membership, including outreach, recruitment, and onboarding of new members. * Accountable for developing relationships with CAC members to establish trust and the longevity of their commitment to CAC. * Responsible for ongoing, effective communications and service to the current clients via on-site meetings, conference calls, and day-to-day interaction. * Provide aid to DentaQuest leadership for administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFP and contract. * Identify and communicate client expectations to leadership and staff, and ensure expectations are delivered effectively. Resolve issues and strengthen relationships at various professional levels within the client's organization. * Handles for coordination and serving as the primary point of contact for client audits of DentaQuest programs, to include coordination of documentation requests, meeting organization, and answering auditor follow-up requests. * Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. * Maintain innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). * Monitor changes in regulations and fee schedules, and communicate the same to ensure compliance with state and federal guidelines. * Perform functions that handle timely and accurate reporting to clients. Responsible for updating Office Reference Manuals, implementing corrective action plan replies, and effectively organizing client audits. * Develops and submits IODs based on CMS, market- or client-specific program requirements. * Manages process for obtaining program requirements, documentation, support, and other special requests from clients. * Provides regular updates to senior management on internal and external issues affecting market performance. * Represent the company at health fairs, conferences, and advisory meetings throughout the State. * Other duties as assigned. What you will bring with you: * Bachelor's Degree in Business, Healthcare Administration (or related field) or equivalent, relevant work experience. * Five years' experience working with external clients/customers; proven track record of providing excellent service to internal and external customers. * Well-organized and exceptional organizational, written, and oral communication skills, particularly presentation skills. * Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities, and recommending innovative solutions. * Ability to work without supervision and as part of a team. * Proficient with general computer software, including Microsoft Excel, Word, and Outlook. * Proven problem-solving skills. * Ability to make good judgment conclusions based on data available with minimal supervision. PHYSICAL DEMANDS: * Ability to work in a traditional professional office setting/remote equivalent. * Ability to effectively operate computer equipment. * Work schedule may vary and is influenced by project schedules. * Ability to travel as projects dictate * Ability to efficiently operate all job-related office equipment. * Ability to communicate via telephone and work in virtual teams Salary: $63,000 - 94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Job Category: Sales - Client Relationship Management Posting End Date: 17/07/2025

Job Description Take Your Business Development and Marketing Career to the Next Level Kleinfelder's Business Development and Marketing professionals help communicate innovative solutions. From identifying opportunities to developing winning strategies, they know how to leverage relationships, build new ones, and how to collaborate across Areas, Service Lines, and Markets. Are you interested in the opportunity to lead large-scale project opportunities? Join Kleinfelder and be part of our dynamic team. Step into Your New Role Kleinfelder is seeking a Northern CA Transportation Rail Infrastructure Client Account Manager!We are excited to present a challenging career opportunity for an accomplished and energetic professional to join our team as a major Client Account Manager and help shape Kleinfelder's future in this growing Transportation Rail market. This professional will foster relationships with top transportation clients and teaming partners that work with those Transportation Clients, work closely with our local operations throughout Northern California, focusing on Sacramento, the Central Valley and the San Francisco Bay Area. The successful candidate identify and will lead the development of client-centric delivery teams that will position us for extraordinary growth into the future. This position can be located at any of our offices in Northern California. The chosen candidate will: Drive sales from a select group of targeted clients in statewide and regional rail transportation authorities that have funds to develop projects. Understand the clients' business needs and develop innovative value-added solutions and cost-effective recommendations to exceed the clients' needs. Coordinate project delivery and proposal teams with clear and succinct communication as to the client requirements and differentiation strategies. Develop and maintain strong relationships with clients and teaming partners in providing engineering, construction, and professional consulting services. Proactively network with clients, teaming partners and industry partners to understand the market trends, needs and future opportunities that creates a return on the investment. Work well in a matrixed work environment, interacting with both business development and operations teams, as well as maintaining close communications with the client to represent their needs effectively. Abilities of the ideal candidate: Strong sales and marketing experience coupled with involvement in professional associations. Background in the development and implementation of strategies that improve performance and provide high-level leadership and support of the business development process. Experienced in customer relationship management [CRM] and client development. Experience using PowerPoint, Word, Excel and SharePoint. Ability to work independently and collaboratively as part of a team. Be flexible to adapt to changing priorities and direction in a dynamic work environment. Have a "client service" mindset and work in close partnership with technical professionals. Experience supervising or leading pursuit teams of project managers, technical and marketing/proposal development professionals. Demonstrated ability to serve as a program or project manager for one of more key clients Responsibilities and competencies: Drives growth by implementing proven business development principals to make smart business decisions, including active involvement in the Go/No-Go process. Continuously improves win rates. Works with Marketing and Communications to develop and produce marketing materials. Promotes multidisciplinary teams to cross sell services. Promotes the use of marketing tools through active participation in pursuits. Participates in marketing training focused on new employees and acquisitions. Helps establish division budget and goals through market and pursuit plans. Focuses on top division clients (current and future) and top teaming partners (major primes and small business). The Client Account Manager (CAM) will focus on advancing the relationship with the targeted transportation rail clients. The CAM will thoroughly understand the clients' business needs to develop innovative solutions and sound recommendations to meet their needs. Further, the CAM will coordinate project delivery and proposal teams with clear, succinct communication, regarding client requirements and differentiation strategies. We are seeking a professional with proven existing relationships (working toward $5 million-plus annual net sales) in civil engineering, bridge/structures design, geotechnical engineering, environmental consulting, materials testing, quality assurance, program and construction management services. The successful CAM should be able to build the transportation client account into a $10 million-dollar (annual sales) portfolio within 3 years. Minimum requirements: Minimum 10 years (preferably 20) of proven progressive experience in transportation infrastructure projects (highways, bridges, rail/transit and aviation). Minimum 10 years (preferably 15) of direct interaction with California project stakeholders (DOTs, transportation agencies, municipalities, transportation engineering firms, design/build contractors, etc.). Superior communication skills and demonstrated in-depth knowledge of the transportation market and understanding of the regulatory requirements, project development processes, funding initiatives and overall sales and marketing approach. Bachelor's degree required - civil engineering or related technical field strongly preferred Desired qualifications include: Licensed California P.E. Master's degree in civil engineering, construction management or MBA Project Management Professional [PMP] Certification 10 years of management experience Move Forward with Kleinfelder Kleinfelder has been connecting great people to the best work since 1961. We are engineers, scientists, and construction professionals providing solutions that improve our clients' transportation, water, energy, and other private infrastructure. As a responsive, cross-disciplinary team of bright, curious, and innovative problem-solvers, we are dedicated to doing the right thing, every day, on every project from over 85 offices in the US, Canada, and Australia. Connecting great people to the best work is our purpose - together, we deliver. Progress with an Employer that Values You Kleinfelder is an inclusive organization free from discrimination. We are a stronger organization when we are a diverse workforce and believe that through diversity, equity, and inclusion comes creativity, innovation, and unity. We are proud to offer the following: Benefits: Kleinfelder offers an excellent compensation and benefits package, including: medical, dental, vision, life insurance, 401(k) plan, and paid holidays. The expected salary range for the position is displayed in accordance with the California Pay Transparency Law. Final agreed upon compensation is based upon individual qualifications and experience. Salary range: $131,106 - $218,793. Career Development: We are committed to investing in the professional development of our staff, offering each employee every opportunity to grow, develop, and take control of their career paths. We support these efforts through reimbursements for continuing education as well as many of the expenses associated with trainings and certifications, and opportunities for career development through our internal Mentoring Program. Equal Opportunity: Kleinfelder is an Equal Opportunity Employer - Minorities/Women/Disabled/Veterans. (Compliant with the new VEVRAA and Section 503 rules) NOTICE TO THIRD PARTY AGENCIES Please note that Kleinfelder does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Recruitment Fee Agreement, Kleinfelder will not consider or agree to payment for any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement, Kleinfelder explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resume, including those submitted to hiring managers, are deemed to be the property of Kleinfelder. #LI-SF1

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all. Job Description: Location: Sacramento CA area The opportunity: The Client Partner is accountable for contract deliverables, including compliance reporting, financial reporting, and service level performance reporting. The Client Partner is also responsible for ensuring effective coordination and communication of client requests to ensure client expectations are satisfied. How you will contribute: Manage the operations of the Community Advisory Committee (CAC) in compliance with all statutory rules and contract requirements. Will work with the local CA team to identify a CAC Selection Committee. Ensuring compliance with all CAC reporting and public posting requirements. Maintain CAC committee membership, including outreach, recruitment, and onboarding of new members. Accountable for developing relationships with CAC members to establish trust and the longevity of their commitment to CAC. Responsible for ongoing, effective communications and service to the current clients via on-site meetings, conference calls, and day-to-day interaction. Provide aid to DentaQuest leadership for administration of the client's program, and communicate information accurately and efficiently, to ensure that DQ is meeting and exceeding client expectations, and the terms of the RFP and contract. Identify and communicate client expectations to leadership and staff, and ensure expectations are delivered effectively. Resolve issues and strengthen relationships at various professional levels within the client's organization. Handles for coordination and serving as the primary point of contact for client audits of DentaQuest programs, to include coordination of documentation requests, meeting organization, and answering auditor follow-up requests. Develop and maintain relationships with appropriate functional areas within DentaQuest to ensure effective contract performance. Maintain innovative business practices and process improvement opportunities for current and prospective clients (e.g., P4Q, QARR, ER Diversion). Monitor changes in regulations and fee schedules, and communicate the same to ensure compliance with state and federal guidelines. Perform functions that handle timely and accurate reporting to clients. Responsible for updating Office Reference Manuals, implementing corrective action plan replies, and effectively organizing client audits. Develops and submits IODs based on CMS, market- or client-specific program requirements. Manages process for obtaining program requirements, documentation, support, and other special requests from clients. Provides regular updates to senior management on internal and external issues affecting market performance. Represent the company at health fairs, conferences, and advisory meetings throughout the State. Other duties as assigned. What you will bring with you: Bachelor's Degree in Business, Healthcare Administration (or related field) or equivalent, relevant work experience. Five years' experience working with external clients/customers; proven track record of providing excellent service to internal and external customers. Well-organized and exceptional organizational, written, and oral communication skills, particularly presentation skills. Knowledge of group benefits. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities, and recommending innovative solutions. Ability to work without supervision and as part of a team. Proficient with general computer software, including Microsoft Excel, Word, and Outlook. Proven problem-solving skills. Ability to make good judgment conclusions based on data available with minimal supervision. PHYSICAL DEMANDS: Ability to work in a traditional professional office setting/remote equivalent. Ability to effectively operate computer equipment. Work schedule may vary and is influenced by project schedules. Ability to travel as projects dictate Ability to efficiently operate all job-related office equipment. Ability to communicate via telephone and work in virtual teams Salary: $63,000 - 94,500 At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions. Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you! We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. Life is brighter when you work at Sun Life At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities. We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email ************************* to request an accommodation. For applicants residing in California, please read our employee California Privacy Policy and Notice. We do not require or administer lie detector tests as a condition of employment or continued employment. Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected vetera n. Job Category: Sales - Client Relationship Management Posting End Date: 17/07/2025

TITLE: RELATIONSHIP MANAGER STATUS: NON-EXEMPT REPORT TO: BRANCH MANAGER DEPARTMENT: BRANCH CHANNEL DELIVERY PAY RANGE: $22.75 - 28.00 HOURLY GENERAL DESCRIPTION: Relationship Manager is an engaged, goal-oriented, and proactive individual who has a passion for building trust and deepening relationship with members. Be a dedicated relationship platform person to assessing and attending to members' financial needs, educating members on available deposit and loan products and services, and recommending solutions based on each members' unique goals and needs. Develop collaborative partnership with specialists within the organization to refer members to right experts when needed. Provide members highest level of service available in efficient and courteous manner. TASKS, DUTIES, FUNCTIONS: Proactively identifies opportunities to help members relative to Golden 1 product or services offerings by completing needs-based assessment to fit the unique needs of each member. Generate new membership and acquire new assets, both from existing member base and new member acquisitions. Lead proactive outreach calling initiatives to be able to articulate how Golden 1 products and services can address members financial needs and priorities. Be a main dedicated platform support for appointment services and walk-in requests to provide exceptional member experience. Partner with internal specialists in Home Loans, Business Services, and Investment Services to provide interdisciplinary expertise to members when needed and submit referrals via Service Hub. Provide MSS IIs and IIIs with coaching and guidance on products and special promotions, how to identify members needs while doing transactions, and providing appropriate referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions. Notarizes member documents (certification of trust, etc.) Collect medallion stamp request information and sends to MSS IV or above for approval. Maintain through understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. Activates alarm. Ensures confidentiality of all member and credit union information. Develops coaching and leadership skills by observation and training courses. Offer members advice and guidance on available digital and self-serve channels with goal of making managing accounts easy, simple, and fast. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what". Overcomes member objections and resistance with a calming and reassuring presence. Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK: Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL:Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL:Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION:High School or GED required. Bachelor's degree preferred. EXPERIENCE:Minimum Three plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and two years as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. KNOWLEDGE/SKILLS: Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.

Application Deadline: 09/29/2025 Address: 460 Brunswick Rd. Job Family Group: Retail Banking Sales & Service requiring the SIE, Series 6, 63, Life and Health The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next. A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual. Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Enjoy a tremendous, values-based culture that focuses on providing you with all the tools and support necessary for your success. Work with your internal partnerships to leverage their expertise to provide comprehensive strategies and solutions for our affluent customers' financial needs. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. BMO IS ON AN EXCITING JOURNEY… We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning Culture and driven by our Purpose to Boldly Grow the Good, in business and life . We've been recognized as a great place to work, for our focus on diversity & inclusion and for always putting the customer first. You belong here! This is a licensed position requiring the SIE, Series 6, 63, Life and Health Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Uses a consultative sales process to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. Proactively works with assigned customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. Makes key recommendations on products, pricing, and services; links customer to business partner experts based on key financial decisions. Achieves results and meets sales targets by acquiring new assets from existing client portfolio and new client acquisition. Proactively works with branch business partners to identify existing customers that meet the target profile and create a calling plan. Review credit applications to ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. Executes quality customer review meetings for retention and relationship expansion purposes. Actively participates in the community to identify prospects through relationship building efforts and identify centres of influence (e.g. law and accounting firms) and two-way referral relationships. Provides individual and group training in order to mentor and coach branch personnel to enhance their knowledge and skills around the mass affluent client. Educates clients about available digital options for conducting banking transactions and provides guidance in the use of digital and self-serve technologies. Liaises between clients and various departments across the organization to provide product support as well as diagnose and solve problems within given rules. Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. Monitors individual exception reports and takes action to remove exceptions. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Executes work to deliver timely, accurate, and efficient service. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 4 - 6 years of relevant experience; post-secondary degree in related field of study preferred, not required. 7+ years of experience in a financial services organization with knowledge of banking products, services, pricing, and profitability. Required: SIE Exam, Series 6, Series 63, Life & Health licenses (if licenses not currently held, required within six months of role start date). Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. Excellent understanding of brokerage and insurance products. Excellent knowledge of business services, including retirement plans, business banking solutions, insurance, and succession planning - required. Excellent understanding of personal trust and investment management - required. In-depth knowledge of client portfolio management. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Location: This role requires a hybrid work schedule out of our Rancho Cordova, CA or Reno, NV office, 2 days a week in office. 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. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. * For new and renewal business, analyzes relevant client data (e.g. experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives. * Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. * Conducts marketing and new business development for employee's book of business. * Mentor & Support Team. Encourage team development through training and growth opportunities. Service * Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all client service needs; * Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; Interface with clients, producers and other team members to develop a comprehensive customer service plan; * Analyze client and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; * Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; * Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of insurance, market and loss control trends, State and Federal legislation, rules and regulations; * Work with claims advocates to ensure the client's needs are being satisfied throughout the claims process. Marketing * Preparation of renewal specifications for presentation to carriers including analysis of claims, changes in client operations, and recommended renewal pricing; * Negotiate with carriers for best available premiums, commissions and coverage; * Conduct renewal presentations as part of team; * Analyze and provide client referrals to Sales Team for Property Casualty and Employee Benefits opportunities; * Develop strong relationships with a wide range of business partners, including underwriters, , wholesale brokers, monitoring counsel, defense counsel, and other professional service providers. Personal and Organizational Development * Set priorities and manage workflow for self to ensure all goals are met; * Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; * Document correspondence and activity in agency management systems; * Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; * Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; * Project a professional image in action and appearance. EDUCATION and/or EXPERIENCE: * High school diploma. I prefer a college degree. * Minimum of three years' experience in mid-size brokerage or carrier. * Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. * Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. * Must have a high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk The national average salary for this role is $75,000 to $80,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. **Job Responsibilities** + Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed + 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects + Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships + Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities + Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements **Required qualifications, capabilities, and skills** + Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate + Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments + Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Balance needs of clients with associated risks and interests of the firm **Preferred qualifications, capabilities, and skills** + Bachelor's degree in Finance or related field, or equivalent work experience + Minimum of 3 years' managing clients >$10+MM revenue + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 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** Elk Grove,CA $114,000.00 - $176,000.00 / year; Roseville,CA $114,000.00 - $176,000.00 / year; Sacramento,CA $114,000.00 - $176,000.00 / year

Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together. The Broker Account Manager is responsible for the sales and growth of the broker channel and reports to the Vice President of Sales. The Broker Account Manager oversees all channel activity including sales production, recruitment, training and sales strategy to grow the channel while maintaining a favorable acquisition cost for the company. GENERAL DUTIES/RESPONSIBILITIES (MAY INCLUDE BUT ARE NOT LIMITED TO): In overseeing the broker channel, the Broker Manager will: 1. Increases sales and meet or exceed sales expectations through existing active relationships. 2. Builds new selling relationships in existing markets and expansion markets to grow the broker sales channel. 3. Manages provider relationships and assign agents to partner with Medical Groups/IPA's for growth. 4. Oversees agent sales and product training including webinars for new agents, lock-in refresher trainings, and Open Enrollment recertification training. 5. Assists with broker support channels including customer service calls and email inquiries. 6. Oversees interactions with external agents including commissions, discrepancies, enrollment kit fulfillment, certification and contracting/appointment requirements. 7. Ensures CMS compliance with all sales, enrollment processes and events. 8. Oversees compliance at all times to include secret shopping and ride-alongs 9. Provides fair and objective documentation on corrective action plans and/or performance appraisals as directed by company policies and procedures. 10. Provides effective and objective communication to keep managing relationships apprised of any updates and/or changes within department, CMS guidelines, company policies and procedures while keeping strong morale intact. 11. Attends all mandatory management administrative, educational and/or training courses. 12. Other duties as assigned Job Requirements: Experience: • Required: Minimum of 2 years of general sales / marketing strategy experience. • Preferred: Medicare knowledge and/or health insurance background preferred. Education: • Required: High School Diploma or GED. Bachelor's degree or four years additional experience in lieu of education. • Preferred: MBA Training: • Required: • Preferred: Specialized Skills: • Required: Effective written and oral communication skills; ability to establish and maintain a constructive relationship with diverse members, management, employees and vendors; Ability to communicate positively, professionally and effectively with others; provide leadership, teach and collaborate with others. Strong knowledge and understanding of the CMS Marketing Guidelines Must have reliable means of transportation to get to all sales activities and appointments. Extremely organized, detail driven and a self-starter. An innovator and effective leader with the ability to motivate direct team, community affiliates and provider relationships. Excellent public speaking and presentation skills. Mathematical Skills: Ability to perform mathematical calculations and calculate simple statistics correctly Reasoning Skills: Ability to prioritize multiple tasks; advanced problem-solving; ability to use advanced reasoning to define problems, collect data, establish facts, draw valid conclusions, and design, implement and manage appropriate resolution. Problem-Solving Skills: Effective problem solving, organizational and time management skills and ability to work in a fast-paced environment. Report Analysis Skills: Comprehend and analyze statistical reports. Licensure: • Required: None • Preferred: Current and active life insurance license within respective selling state Essential Physical Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee frequently lifts and/or moves up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Pay Range: $53,210.00 - $79,815.00 Alignment Health is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, protected veteran status, gender identity, or sexual orientation. *DISCLAIMER: Please beware of recruitment phishing scams affecting Alignment Health and other employers where individuals receive fraudulent employment-related offers in exchange for money or other sensitive personal information. Please be advised that Alignment Health and its subsidiaries will never ask you for a credit card, send you a check, or ask you for any type of payment as part of consideration for employment with our company. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission at ******************************* If you would like to verify the legitimacy of an email sent by or on behalf of Alignment Health's talent acquisition team, please email ******************.

. Guardian's Annuity New Business CARE team seeks a dynamic and knowledgeable individual to join our team as an **Annuity Relationship Manager** . We are looking for someone with exceptional analytical and problem-solving skills, attention to detail, and intellectual curiosity; enabling us to discover deeper insights into our business and identify innovative ways to accelerate growth. This individual will be responsible for supporting all facets of annuity new business administration and working with internal and external partners. As a member of our CARE Team, you are part of a dynamic group focused on achieving team goals and identifying ways to improve consumer experience. As the Annuity Relationship Manager, you're highly motivated and empowered to take ownership and accountability for each consumer interaction, keep consumers informed during every step of handling their request, demonstrate genuine care, and actively engage with consumers to create meaningful and unexpected experiences. CARE expresses the emotion we want to generate, and it's also an acronym for Communicate, Advocate, Respond, and Empower - the actions needed to show CARE. **You are** + Highly adaptable and comfortable with change and ambiguity. Someone with a growth mindset who fosters collaboration and a positive culture. + Goal-oriented and able to deliver results aligned with business priorities and key performance metrics. + Highly focused on the consumer, motivated to do whatever it takes to make a positive impact and deliver personalized experiences. + Able to handle several responsibilities, multiple phone calls and field interactions, yet be able to identify and focus on the most valued added phone support and use of time. + An independent decision-maker able to utilize resources and logic to solve problems quickly with minimal leadership assistance. + Confident and skilled to control consumer and field escalations; able to utilize resources and use logic to solve problems quickly. **You will** + Serve as a subject matter expert on annuities, demonstrating a comprehensive understanding of various annuity products, features, and regulations. + Effectively cover incoming and outgoing phone calls, serving as a central point of contact for our field partners. + Meet and exceed individual performance metrics including average calls per day, adhering to daily schedule, Quality Assurance call scores, consumer survey scores, etc. + Serve as a primary point of contact for field partners, ensuring all requests, inquiries, and communications are handled promptly and professionally. + Partner with Product Management, Compliance, and various departments across the organization to orchestrate successful and compliant product launches. + Support day-to-day team activities and needs including covering roles in times of absence or increased new business volumes. + Operate at a high level to consistently exceed quality goals and service level agreement standards. **You have** + 6+ years' experience in the financial service industry. Experience must include direct customer service experience. + A bachelor's degree or equivalent industry experience. + FINRA Series 6, preferred. + In-depth knowledge of various annuity products, including fixed, variable, and indexed annuities. + Excellent phone-based skills, articulate, polite, confident, able to establish relationships with the Field. + Experience in field training and presenting to small/large groups via Zoom/Teams. + A consumer-centric mindset; you know what it takes to deliver personalized experiences. + Exceptional written and verbal communication skills. **Location** Remote **Salary Range:** $57,810.00 - $86,715.00 The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation. **Our Promise** At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at *********************************************** . _Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits._ **Equal Employment Opportunity** Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. **Accommodations** Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact applicant_accommodation@glic.com . **Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.** Every day, Guardian helps our 29 million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being, guides our dedication to the colleagues, consumers, and communities we serve. We know that people count, and we go above and beyond to prepare them for the life they want to live, focusing on their overall well-being - mind, body, and wallet. As one of the largest mutual insurance companies, we put our customers first. Behind every bright future is a GuardianTM. Learn more about Guardian at guardianlife.com .

We invite you to bring your experience and passion for the Architecture, Engineering and Construction (AEC) industries coupled with an understanding of applying geospatial technology to become an integral part of Esri's AEC account team. We're looking for an individual who is customer oriented and a collaborative team player who enjoys identifying and implementing strategies that will radically improve the challenges organizations face. You'll work closely with a team that helps new and existing AEC customers optimize and expand adoption of Esri technology, identify new areas of growth, and share expertise that helps deliver on their mission. At Esri, we are committed to our customers and their success. It is a place for you to do your best work and partner with our customers amid a supportive culture that encourages creativity, collaboration, and passion Responsibilities Build relationships. Prospect, develop, and implement location strategies for organizations. Maintain a healthy pipeline of business growth opportunities for new and existing customers. Leverage social media and other avenues to build your professional network. Participate and present at trade shows, workshops, and seminars. Understand our customers. Demonstrate industry knowledge and its relevance to the application of GIS. Identify key stakeholders and business drivers for an organization. Understand customer budgeting and acquisition processes. Use solution selling skills to understand the needs and business challenges of customers. Learn and grow. Clearly articulate the strength and value of Esri technology as it relates to the AEC industry. Consistently conduct research and pursue professional development to anticipate customer needs and trends that may impact them. Deliver results. Successfully execute the account management and sales processes for all opportunities. Use whiteboard sessions and other techniques to support visual storytelling and propose solutions that best meet the need of the customer. Collaborate with your team. Leverage your domain knowledge when working with teams across Esri to define and execute account strategies. Be motivated and resourceful and take initiative to resolve issues. Requirements 3+ years of enterprise sales and/or relevant consulting or program management experience Experience creating partnerships, and establishing yourself as a trusted advisor with customers Understanding of account management, account planning and opportunity strategy creation Demonstrated knowledge of the AEC industry and new technology trends and the ability to translate this into solutions for customers Able to negotiate, present, and support visual storytelling across all levels of an organization Ability to travel domestically or internationally 25-50% Bachelor's in GIS, business administration, or a related field Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the U.S. Recommended Qualifications Experience managing the sales life cycle General knowledge of data science or spatial analysis and how it is used for problem solving and uncovering patterns and trends within organizations Knowledge of industry fiscal year, budgeting, and procurement cycles Master's in GIS, business administration, or a related field Questions about our interview process? We have answers. #LI-KE3 Total Rewards Esri's competitive total rewards strategy includes industry-leading health and welfare benefits: medical, dental, vision, basic and supplemental life insurance for employees (and their families), 401(k) and profit-sharing programs, minimum accrual of 80 hours of vacation leave, twelve paid holidays throughout the calendar year, and opportunities for personal and professional growth. Base salary is one component of our total rewards strategy. Compensation decisions and the base range for this role take into account many factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the base salary range is$93,600—$176,800 USD The Company At Esri, diversity is more than just a word on a map. When employees of different experiences, perspectives, backgrounds, and cultures come together, we are more innovative and ultimately a better place to work. We believe in having a diverse workforce that is unified under our mission of creating positive global change. We understand that diversity, equity, and inclusion is not a destination but an ongoing process. We are committed to the continuation of learning, growing, and changing our workplace so every employee can contribute to their life's best work. Our commitment to these principles extends to the global communities we serve by creating positive change with GIS technology. For more information on Esri's Racial Equity and Social Justice initiatives, please visit our website here. If you don't meet all of the preferred qualifications for this position, we encourage you to still apply! Esri is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. If you need reasonable accommodation for any part of the employment process, please email ******************* and let us know the nature of your request and your contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. Esri Privacy Esri takes our responsibility to protect your privacy seriously. We are committed to respecting your privacy by providing transparency in how we acquire and use your information, giving you control of your information and preferences, and holding ourselves to the highest national and international standards, including CCPA and GDPR compliance.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 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 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 Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Stockton - 503 W Benjamin Holt Dr - LINCOLN VILLAGE BC (CA2125) Pay and benefits information Pay range$67,000.00 - $110,000.00 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.

Ceribell is a medical technology company focused on transforming the diagnosis and management of patients with serious neurological conditions. The Ceribell System is a novel, point-of-care electroencephalography ("EEG") platform specifically designed to address the unmet needs of patients in the acute care setting, and is being used in hundreds of community hospitals, large academic facilities and major IDN's across the country. Our entire team is driven by a shared commitment to transforming the landscape of critical care through our rapid seizure detection technology, come join the movement! Position Overview The Clinical Account Manager (CAM) is responsible for launching new hospitals and organic growth of install base of hospitals. The AM will also be responsible for providing on-going medical education to physicians and clinical staff using clinical information as the foundation for growth. This Clinical Account Manager must be based within region, please no remote applicants. This role requires 60%/ 3 days a week travel. What You'll Do Driving New and Organic Growth * Expand use of Ceribell to additional acute or critical care centers within existing customer base. * Work with the local Territory Manager to launch Ceribell at new customer sites. * Drive new product and technology introductions for existing customers. * Build advocacy and champions within facilities. Use hospital data to validate and build interest. * Develop a qualified lead funnel within existing install base. Regular activities consist of formal presentations, peer to peer education, new physician training, and driving physician education. * Responsible for upgrades and departmental expansion in existing install base. * Strong project management skill requirement to support new account launches. Clinical Training / Education * Educate and train physicians, hospital personnel and/or office staff on the merits and proper clinical usage of company products. Become a clinical expert in use cases of Ceribell and relevant patient populations. * Troubleshoot workflow solutions for departments as need arises * Partner with clinicians to identify and establish protocols for patients at risk of seizure. * Lead clinical teams through training sessions helping understand workflow and applications. Reporting and Administration * Submit all required reports and training documentation on a timely basis * Use Salesfoce.com to manage administrative task * Ensure compliance with applicable laws, regulations, and Ceribell policies * Works cross-functionally to ensure successful deployment of Ceribell products at customer locations. * Ability to work within a field-based team and strong partnership with Territory Manager of respective region. What We're Looking For * 3-5 years of recent critical care sales experience OR 5 years of medical device or pharma sales experience OR RN's with industry experience in supporting sales teams. * Excellent Communicator, Relationship Builder, Creative & Effective Problem Solver, highly organized and ability to prioritize strategically. * Ability to accurately assess and understand different stakeholders needs/wants. Process cross functional agendas and adjust strategy to achieve desired outcomes. * Confidence and expertise required to effectively challenge the status quo and influence meaningful change through consensus building * Driven & Coachable: innate desire to succeed; willing to seek out coaching, accept feedback and apply new skills supports measurable change * Grit, high integrity * Bonus points: start-up experience or experience working with disruptive technology, med device experience, neuro ICU clinical experience, sales experience. Application Deadline: Ongoing A candidate's final salary offer will be based on their skills, education, work location and experience, and thus it may differ from the posted range. Compensation may also include bonuses consistent with Ceribell's corporate compensation plan. Note, the above description is not all-encompassing and Ceribell reserves the right to change or modify job duties and assignments at any time. Ceribell is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity or expression, national origin, age, marital status, disability, veteran status or any other characteristic protected by law. Any applicant with a disability who requires an accommodation during the application process should contact ******************* to request reasonable accommodation. #LI-EK1 What we offer: * $100,000 Base, $180,000 OTE * In addition to your base compensation, Ceribell offers the following: * Annual Bonus + Equity Opportunity * 100% Employer paid Health Benefits for Employees * 50% - 70% Employer paid Health, Dental & Vision for dependents (depending on plan selection) * 100% paid Life and Long-Term Disability Insurance * 401(k) with a generous company match * Employee Stock Purchase Plan (ESPP) with a discount * Monthly cell phone stipend * Flexible paid time off * 11 Paid Holidays + 5 Company Wellness Days * Excellent parental leave policy * Fantastic culture with tremendous career advancement opportunities * Joining a mission-minded organization! Compensation Range $100,000-$180,000 USD

At Medline, people come first-we seek individuals who care about customers and who can cultivate genuine, long-standing relationships. One of the best representations of that is our Post-Acute sales team. Our team strives to provide not only the highest quality products for those who need additional medical support, but also the highest quality service when it comes to working with our customers. If you're someone who wants to be a part of the best of the best and also make a positive impact on your community, then our Post-Acute team is what you're looking for!Job Description We are seeking a creative, enthusiastic, and dedicated individual to join our Post-Acute medical sales team in the San Jose, CA area. This is a great opportunity for those who are not only looking to take the next step in their career, but also those who may be looking to utilize their sales experience within a new industry. In return, Medline provides established territories, industry- leading training, and career advancement opportunities. Under general supervision, manage the relationship with existing accounts. Responsible for managing a book of business for existing accounts and generating revenue on assigned accounts. Serve as the primary interface for all products and services and create demand for the organization's products and services. Build and maintain effective long-term relationships with a defined customer base to ensure a high level of customer satisfaction. Review accounts, sell new business to existing accounts and convert accounts to a higher level. May also be responsible for new account installation. Create demand for the organization's products and services by working with National & Regional accounts. Build and maintain sales territory of smaller accounts, located in secondary & tertiary markets focusing on sales and customer relationships. Conduct regular status and strategy meetings with the customers to understand their needs and link them to the organization's product/service strategies. Coordinate sales forecasts with internal team. Manage co-op accruals and set-up new customers into Medline's systems. Create new products to sell to our existing and new customers. Increase the revenue spend per account. Education Bachelor's degree and at least 2 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience OR at least 5 years of quota-based sales experience demonstrating a background in cold calling, commissioned, full-cycle sales experience Additional Intermediate skill level in SAP. Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling). The anticipated compensation for this role includes a first year guarantee of $100,000 with the potential to earn more. This position includes a $75,000 minimum base salary and is eligible for 100% commission/Spiffs. This role is bonus-eligible. Medline will not pay less than the applicable minimum wage or salary threshold. Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For a more comprehensive list of our benefits please click here . For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. Every day, we're focused on building a more diverse and inclusive company, one that recognizes, values and respects the differences we all bring to the workplace. From doing what's right to delivering business results, together, we're better. Explore our Diversity, Equity and Inclusion page. can the underlined be a link to********************************************************* Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA). In accordance with the FCO and FCA, an applicant's criminal history will not result in automatic disqualification from employment. Qualified applicants with arrest or conviction records will be considered for employment.

Mission: At Chaney & Associates we empower churches to wisely steward their resources through cloud-based outsourced accounting and business consulting services. Vision: To become the nation's premier faith-based Trusted Ministry Advisor, founded on collaborative stewardship, integrity, and a thriving organizational culture. Why You'll Love Working Here: Opportunities for Growth: Whether pursuing your CPA or expanding your accounting expertise, there's ample room for career advancement at C&A. Passion for Service: If you thrive on delivering exceptional service and exceeding client expectations, you'll fit right in. Tech-Savvy Environment: Embrace our tech-forward approach where we leverage cutting-edge tools to enhance efficiency and reduce costs. We prioritize finding the right fit over the perfect resume! If you feel our team is a place where you belong, we'd love to hear from you! Win: Provide leadership and guidance to both staff and clients to ensure the client has confidence and clarity in their financial position and decision-making. Internal Responsibilities and Duties: Supervise staff in performing full-charge bookkeeping tasks, including bank reconciliation, accounts payable (A/P), payroll, and other accounting functions. Oversee the tracking system for weekly/monthly tasks for assigned clients to ensure timely completion. Provide regular feedback and training to staff to improve performance and efficiency in accounting tasks. Ensure adherence to company standards and implementation of best practices in accounting processes. Review and approve financial reports, ensuring accuracy and timely publication. Identify and address any discrepancies in financial data, providing solutions where necessary. External Responsibilities and Duties: Provide exceptional customer service by addressing client needs and inquiries in a timely, professional manner. Regularly review and explain financial reports to clients, ensuring clarity and understanding of key metrics and trends. Advise clients on areas of improvement within their financial processes and internal controls, recommending best practices to enhance efficiency. Offer insights on streamlining financial workflows and improving accuracy in reporting and documentation. Assist clients in identifying and resolving discrepancies, providing practical solutions to maintain financial health. Foster long-term relationships with clients through consistent follow-up and ongoing support, ensuring satisfaction with services provided. Educate clients on financial best practices, regulatory changes, and industry trends to help them stay informed and compliant. General Requirements: Organizational skills, attention to detail, and ability to consistently produce a high volume of work while meeting deadlines. Ability to follow processes, think critically, work independently, and prioritize tasks. Desire to grow with the firm and take on additional responsibilities. Overall, the ideal candidate should possess strong leadership skills, be adept at managing both accounting tasks and client relationships, and demonstrate a commitment to excellence and continuous improvement. Qualifications: Bachelor's degree in Business, Finance, or Accounting preferred, or equivalent relevant experience. Strong grasp of accounting principles. Proficiency in cloud-based technologies. Comfortable working with churches. Ability to work additional hours as needed. Capable of managing multiple clients with varying deadlines. Benefits: Comprehensive health, vision, dental, and life insurance coverage. Company-sponsored 401k with a 4% matching contribution. Generous PTO policy including 3 full weeks and holidays.

Our company is thriving as a business and sales firm! Our forward-thinking customer service strategies and innovative sales tactics are what attract our reputable customers to our services. Now that we are expanding, we are looking for entry level candidates to join our sales team as an Entry Level Account Manager! Our primary goal is to build strong relationships with their prospects, acquiring new accounts, increasing sales revenue, and expanding market and enrollment reach. As an Entry Level Account Manager, you will have the opportunity to work closely with our successful Senior Account Managers and dominating Sales Team as they enroll customers in new services. The Entry Level Account Manager position is designed for candidates that seek a definite career in account management and sales. Responsibilities of an Entry Level Account Manager: Interact with customers in person to provide information, answer questions, and offer support on wireless services and products Help individuals understand available wireless plans, devices, and any current promotions Assist new customers with the enrollment process and ensure accurate account setup Learn directly from team leads and experienced associates to gain hands-on knowledge in customer service and sales Review service options with customers, address any concerns, and recommend products or upgrades that fit their needs Participate in team meetings and training sessions to stay informed and continue developing communication and service skills The Ideal Candidate as an Entry Level Account Manager: Experience working as an Account Manager, Sales Representative, Customer Service or other related leadership role preferred but not required Positive attitude and eager to develop leadership qualities Thrives in fast-paced environments Both comfortable working independently and adaptable collaborating in a team setting Self-determined and takes initiative in creating solutions Exceptional communication and negotiation skills #LI-Onsite