Relationship manager jobs in Concord, CA

Territory: Stockton, CA - Psychiatry Target city for territory is Stockton - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fremont, Stockton, Elkgrove, San Ramon, Pleasonton and Hayward. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Previous experience within a specialty product sales force Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in the state of California, if selected for this role, and may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $155,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Location: San Francisco, CA Job Responsibilities: Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements. Requirements: College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at ************************** Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

About the Company Our client is leading Strategic Management and Information Technology company, recognized as a global leader in digital services. With offices in 60 countries, they navigate digital transformation through cutting-edge AI, cloud, and automation solutions. About the Role Client Partner will manage a portfolio of existing clients within the High Technology Industry. P&L responsibility typically in the $30M-$70M portfolio range Accountable for revenue growth, client satisfaction, and overseeing delivery excellence. Work at the intersection of business transformation and digital innovation (i.e: modernization, transformation, Applications, Cloud, AI-enabled insights, and digitization) to clients. Responsibilities Nurture client relationships Foster Business Development efforts Serve as the primary relationship leader for client stakeholders. Qualifications Bachelor's degree or higher; IT Services or Management Consulting account management experience Track record managing High-Technology clients. Experience in building CXO-level relationships and developing large proposals. Note Work from home when not a client site Pay range and compensation package Competitive pay, as a full-time employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Equal Opportunity Statement Important Note: Our client is unable to provide immigration sponsorship for this role at this time. Candidate must be visa independent.

Aivres is a leading global data center and cloud computing solutions provider committed to delivering innovative technologies that propel the world's leading industries to new frontiers. We deliver and deploy robust, performance-optimized, purpose-built platforms to major data centers around the globe. Responsibilities · Partner with sales team to sell Aivres's Engineering and Manufacturing capabilities to potential customers · Perform Competitive Analysis and feedback to sales · Works collaboratively with R&D, PM, Sales and customer to finalize Customer Requirements Document (CRD) · Lead the RFP/RFQ response process. Review and provide inputs to customer SOW ensuring alignment with CRD · Partner with sales to complete business case analysis and winning strategy · Define project / program charter and output to the cross functional team by conducting formal kick off · Owns and executes customer's product life cycle deliverables from Kick-off to MP · Identify key resource needs (Core Team) in support of the project / program. Forms and leads the core cross functional team · Develop plan / schedule to achieve customers required deliverables with high quality and on time · Focal point and owner for managing customers deliverables internally and with customers (Schedule, Cost, Quality, Delivery) · Owns daily / weekly communications and closed loop feedback with customer and internal core team · Owns weekly Dashboard updates to internal Sr management team / customer Qualifications: · Minimum of 7 years of experience in customer technical solution definition and/or program management · Strong knowledge of x86 Architecture and platform · Solid knowledge of Hardware Systems Product Development and Qualification process (Server/Storage/Networking) · Confident individual with strong verbal, written, and presentation skills - Makes great first impressions in new customer engagements. Fluency in Mandarin preferred. · Persistent and creative leader who will drive and manage a cross functional core team to achieve customer deliverables from kick off to Mass Production. · Minimum of Bachelor's degree in Electrical or Mechanical Engineering or Computer Science EEO Statement Aivres is an Equal Opportunity Employer and embraces diversity in our employee population. It is the policy of Aivres to provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.

Vendor Project Manager/Client Engagement Manager - R&D A position is available for a Client Engagement Manager responsible for overseeing all aspects of consultant care at a technology client site in Silicon Valley. Responsibilities include onboarding/offboarding, performance management, project oversight, strategic planning, and consultant engagement. Help drive innovation, retention, and operational excellence in a fast-paced environment! Position Overview: The Client Engagement Manager is responsible for managing all aspects of client engagement and consultant care at client sites in Silicon Valley, with a focus on delivering superior service, driving operational excellence, and supporting strategic initiatives. This role requires strong leadership, organizational skills, and experience in the R&D industry to ensure successful project delivery and continuous improvement. Leadership & Team Management Lead and inspire cross-functional teams, fostering a culture of collaboration, accountability, and continuous improvement. Mentor and guide consultants through onboarding, performance management, and career development. Facilitate regular team meetings, orientations, and training sessions to ensure alignment and knowledge sharing. Client Engagement & Relationship Management Serve as the primary point of contact for client managers, ensuring clear communication and effective resolution of issues. Manage onboarding and offboarding processes, including in-person and virtual welcomes, equipment setup, and site access. Liaise with clients to address escalations and deliver work outlined in Statements of Work (SOW). Project & Performance Management Oversee project planning, execution, and delivery, ensuring milestones and client expectations are met. Monitor supplier and consultant performance, providing regular status reports and visibility into project progress. Operational Excellence & Organization Create and maintain consultant trackers, playbooks, and documentation to support efficient operations. Approve and monitor timecards, overtime, and time-off requests. Organize consultant care activities, recognition programs, and social events (both in-person and virtual). Strategic Planning Collaborate with sales, operations, recruiting, and account management teams to support strategic initiatives and share insights from consultant interactions. Facilitate training through Kforce Learning, with a focus on R&D best practices and innovation. Document and analyze prevalent issues among consultants, driving process improvements and knowledge transfer within the client environment. Collaborate with Kforce Consulting Solutions (KCS)/Delivery Performance (DP) to ensure services outlined in the SOW are delivered. Work with team lead to deliver regular status updates to provide visibility into project progress. Collaborate with clients and teams to find ways to improve efficiency and processes. Background Requirements Technology background with familiarity in software and hardware systems. Demonstrated experience in hardware and product development lifecycle, from concept through design, prototyping, testing, and production. Ability to translate technical requirements into business solutions and manage technical teams effectively. Experience working in fast-paced, technology-driven environments with a focus on continuous improvement and efficiency. Candidate must be able to be onsite 5 days a week in Silicon Valley

About the Role We are looking for a seasoned Delivery / Client Engagement Manager to lead a major telecom partnership focused on fiber networks, ISP operations, and staff augmentation delivery. The role requires strong client-facing leadership, telecom domain knowledge, and the ability to manage large distributed teams. Responsibilities Client Engagement Serve as the primary point of contact for senior client stakeholders. Build strong, trusted relationships and drive strategic conversations. Lead delivery/status reviews and manage escalations. Delivery & Governance Oversee performance of all placed consultants across multiple technical and operational teams. Maintain delivery hygiene, compliance, onboarding coordination, and SLA adherence. Ensure quick issue resolution and continuity of delivery. Workforce & Resource Management Understand client hiring needs and align on skill expectations. Partner with recruiting teams on sourcing, screening, and onboarding talent. Monitor consultant performance, engagement, and retention. Support workforce planning and backfill readiness. Telecom/Fiber Domain Expertise Working knowledge of telecom/ISP operations, fiber builds, and OSS/BSS environments. Ability to collaborate with client teams across engineering, network operations, and field/OSP. Familiarity with roles such as network engineers, field techs, OSS/BSS specialists, automation engineers, and PMs. Leadership Mentor internal delivery managers and recruiting partners. Drive continuous improvement, communication, and account growth. Promote a strong client-first delivery culture. Qualifications 15+ years in telecom/ISP delivery, client engagement, or account/delivery management. Experience managing large staff augmentation or managed-capacity teams. Strong telecom/fiber domain understanding (network operations, OSS/BSS, fiber builds). Excellent stakeholder management and executive communication skills. Proven track record of driving delivery excellence and account growth. Ability to work onsite 3 days/week.

Customer Success Manager - Build Relationships. Drive Results. My AMAZING client is HIRING!! 💰 Compensation: $100,000 - $130,000 per year Are you a natural leader who thrives on creating exceptional customer experiences? We're looking for a Customer Success Manager to lead a high-performing team and strengthen partnerships with our clients. This is your chance to make an impact by driving operational excellence, mentoring talented professionals, and shaping the future of customer success. What You'll Do Lead & Empower: Coach and inspire your team to hit performance and service goals. Business-to-Business: Handling corporate accounts and Strategic Partnerships Drive Excellence: Oversee daily operations, scheduling, and process adherence. Be the Voice of the Customer: Engage directly with clients, manage escalations, and ensure top-tier service. Collaborate & Innovate: Work with leadership to implement process improvements and boost team performance. What We're Looking For Experience: ✔ 5+ years in customer service or experience management ✔ Proven success leading and developing teams Skills: ✔ Strong leadership presence and accountability ✔ Excellent problem-solving and communication abilities ✔ ERP experience (NetSuite preferred) ✔ Proficiency in Microsoft Office Suite, Salesforce Why Join Us? Competitive compensation ($100K-$130K) A collaborative, people-first culture Opportunities to innovate and lead process improvements Direct impact on client relationships and team success Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance”

BuildingPoint Pacific has a need for a Customer Success Manager based at our San Leandro, CA location. The Customer Success Manager directs the day-to-day operations of the customer success team focused on providing customers with a voice, support, guidance, and knowledge resources that will facilitate the achievement of their business objectives using the organization's products and services and that will drive sales and increased revenue. This position is responsible for implementing strategies and processes that deliver consistent customer satisfaction through all phases of the customer lifecycle and that promote retention. The Customer Success Manager is also responsible for overseeing all operations of the BuildingPoint Pacific sales support department, including all sales support activities, sales support personnel, providing excellent support to customers and other departments with a focus on customer success, product training and product and application support. The Customer Success & Services Manager is also responsible for the growth and execution of the professional services we provide, such as Scanning and VDC Services. ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned. Operate as profit center and within scope of company mission statement; develop and monitor budget; act to control costs and reduce expenses; contribute and encourage the submission of cost improvement ideas. Oversee and establish revenue generating objectives, pricing and billing improvements. Ensures that customer onboarding processes are precisely executed to build a strong customer relationship foundation. Collects and responds to feedback with focused support for identified customer needs and challenges. Promote, grow and execute professional services such as training, scanning and VDC services. This includes managing our services personnel and all projects where we are involved. Collaborates with sales, vendors, and other customer-facing functions to deliver solutions and tools. Acts as the voice of the customer with internal teams to provide solutions, product enhancements, and other actions to ensure customer success. Maintain good customer relations; intercede to help resolve problems and enhance relations; assist with warranty claims as needed. Establish customer training programs and curriculum. Review and modify Service and support agreements. Be a driving force in customer success objectives. Review and improve on current process and procedures, including but not limited to training and overall team efficiency. Maintain strong relationships with our manufacturers such as Trimble Work with the BPP sales and admin teams on continued improvements. Supplement other marketing efforts; stimulate and promote use of company service capabilities; provide quotes where possible. Interview, hire, coordinate store orientation and training, discipline, and conduct performance and salary reviews of service employees; support affirmative action; ensure adherence to company policies, rules and regulations; maintain a high level of productivity and morale. Conduct safety meetings, accident investigations, and train department personnel on safe work procedures. Maintain and ensure safe and healthful working conditions as set forth in facility safety program. Maintain liaison with Sales management and communicate frequently with other area managers. Keep current on technical aspects of function and on relevant company, BPp, Peterson and Trimble policies and procedures. Supervise assigned office staff; oversee accomplishment of clerical functions and maintenance of files and records; maintain control over on-line systems; maintain enough stock of office and promotional supplies to allow for efficient and effective business. Communicate with customers concerning service activities including reviewing jobs, explaining invoices, identifying needs for future repairs, and making maintenance recommendations. Verify customer credit and payment requirements prior to initiating work orders. Coordinate parts ordering and delivery as needed. Monitor department work in progress to ensure jobs are completed on time and to the highest quality standards. Keep current on service, repair, and modification procedures for all brands and models of products assigned to the department. Provide technical support and assistance for department activities including failure analysis. Provide on-the-job technical training to department technicians as needed and schedule formal training activities for department technicians. Oversee the inventory and maintenance of department tools, equipment, and supplies. Monitor and maintain department equipment and vehicles in good working order. Occasional travel required to branch stores, conferences, and seminars; Operate company or personal vehicle as needed. QUALIFICATIONS Bachelor's Degree from a fully accredited college in Business or other closely related field; and a minimum of four to seven years of directly related experience in sales management with front line sales experience in vertical construction technology, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. CERTIFICATES, LICENSES, REGISTRATIONS Maintain a valid driver's license with a satisfactory driving record.

Company: Triune Infomatics Inc. About Us Triune Infomatics is a 20-year-old IT staffing, consulting, and solutions firm based in Pleasanton, CA. We work with leading public and private sector clients across California and beyond. We take pride in our relationships, transparency, and people-first culture. Role Overview We are looking for a mid-level Account Manager (5-8 years of experience) who is a natural relationship builder, thrives in a people-focused environment, and has a strong “can-do” attitude. This is an onsite role in our Pleasanton office, Monday through Friday. The ideal candidate is a hunter and gatherer-someone who can both grow existing accounts and open new opportunities through strong client engagement, employee relationships, and persistence. Key Responsibilities Nurture and grow relationships with existing and past/dormant clients to uncover new business opportunities. Build strong relationships with Triune employees working at client sites to identify leads, referrals, and upcoming needs. Cross-sell and expand services within existing client accounts. Conduct outreach via cold calling, email campaigns, LinkedIn networking, and events. Convert leads into requirements, work closely with recruiters, and oversee candidate submissions. Maintain and track activities using CRM systems; leverage AI-based tools for prospecting and insights. Host periodic check-ins and engagement calls with clients and employees to build trust and maintain retention. What We're Looking For 5-8 years of experience in account management, sales, or business development-preferably in IT staffing, IT consulting, or professional services. Strong people skills-someone who genuinely enjoys building relationships, listening, and connecting dots. Proven experience in hunting and farming-acquiring new business while growing existing accounts. Comfortable with cold calling, prospecting, and initiating conversations. Experience using CRM platforms (e.g., HubSpot, Salesforce, Zoho) and familiarity with AI tools for lead generation or sales automation is a plus. Excellent verbal and written communication. Self-driven, resilient, and resourceful with a positive, proactive work ethic. Personal Style We Love ✔ A connector who builds trust with clients and employees. ✔ A problem solver who asks the right questions and finds opportunities. ✔ A self-starter who is disciplined, collaborative, and persistent. ✔ Someone who brings energy, professionalism, and a growth mindset. Why Triune? We offer a collaborative and supportive work culture. Direct exposure to executive leadership and decision-makers. Opportunity to shape accounts, relationships, and outcomes-not just follow a script. Competitive compensation, incentives, and long-term career growth.

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities Work cross functionally within the company to communicate with all stakeholders in customers' success Create and maintain relationships with customers to better understand and achieve their needs Make visits to our customers to identify opportunities for growth within our platform Manage all reporting about the health of customers' accounts Qualifications Previous account management experience Articulate and well accustomed to a client facing role Willingness and ability to travel

Job Title: Account Manager Industry: Landscaping / Commercial Services Pay: $70,000 - $80,000 About Our Client: Addison Group is hiring on behalf of our client, a leading commercial landscaping services company that provides design, development, maintenance, and enhancement solutions for a variety of clients. They pride themselves on delivering high-quality service and maintaining long-term client relationships. Job Description: We are seeking a hands-on Account Manager to serve as the primary contact for client accounts. This role focuses on relationship building, overseeing field operations, and ensuring the delivery of high-quality landscaping services. You'll drive client satisfaction, retention, and revenue growth while supporting and coaching field teams. Key Responsibilities: Serve as the main point of contact for assigned client accounts. Conduct regular site visits to monitor service quality and client satisfaction. Identify opportunities for enhancement projects and develop proposals. Resolve client issues and address concerns proactively. Partner with Operations and Branch leadership to ensure service expectations are met. Monitor account renewals, financial performance, and profitability. Support hiring, training, and coaching of field crews. Ensure compliance with all safety regulations and branch policies. Maintain accurate records in CRM systems and assist with administrative reporting. Qualifications: 3+ years of experience in customer service, account management, or leadership, preferably in landscaping or a related service industry. Associate's degree in business or related field, or equivalent work experience. Strong client relationship management and communication skills. Proven ability to lead, coach, and develop teams. Proficiency with MS Office and CRM systems. Valid driver's license Background and MVR checks required Additional Details: Reports To: Branch Manager Type: Full-time, On-site Schedule: 40 hours/week, standard business hours Start Date: Typically within 2-3 weeks of 1st interview Interview Process: 1st on-site with Branch Manager; 2nd virtual panel with leadership team Perks: Company vehicle option (fuel and insurance covered; $45/week deduction for personal use) Opportunity to manage and grow accounts within a leading landscaping organization Direct impact on client satisfaction and branch success Benefits (401k, Medical, Dental, Vision): PTO / Paid Time Off Health, Dental, and Vision coverage 401(k) retirement plan Employee stock purchase plan Health & wellness programs Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request

Location: This role requires periodic travel to one of our California locations: Concord, Fresno, Los Angeles, Newport Beach, Ontario, Pasadena, Rancho Cordova, San Francisco, San Leandro or San Mateo 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES: Processes (during non-renewal periods) applications, policies, endorsements, binders, certificates, audit requests and other items related to the servicing of clients. Assists clients with policy coverage, exclusions and related questions and assists Producers in servicing clients. Services client accounts with oversight of Producers or Account Executives, which includes research/analysis and handling of client questions on coverage and other policy/contractual issues. Makes routine policy adjustments. Conducts renewal process with oversight of Producers or Account Executives, including exposure analysis for client (e.g., reviews census/experience data, contractual requirements for insurance), strategizes with Producer/Account Executive and client regarding whether to market and if applicable, conducts market comparisons by analyzing insurance rate and renewal information, obtains and evaluates quotes, negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf), prepares proposal, and oversees accuracy of insurance binder. Provides support to Producers and, if applicable, Account Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Maintains client files in appropriate systems; prepares billing and provides standard office/administrative support. Service 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. Process all applications, policies, endorsements, incoming mail, binders, schedules, certificates, audits, and other items related to the servicing of client's policies in a timely and accurate manner. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist clients in making coverage changes. Responsible for timely, accurate invoicing and monthly expirations. Meet all quality and timeliness standards in the Agency Management System while properly documenting all activity. Other duties may be assigned. Marketing In conjunction with the Sales Team, determine strategy which includes coverage determination, target pricing, marketing determination. Submit applications with proper supporting documentation and follow up to ensure timely receipt of quotes and policies. Aggressively and professionally negotiate premiums and commissions with underwriters and wholesalers. Prepare proposals and provide other technical support in the sales process as needed. Work with the Sales Team to refer current and prospective clients to E.P.I.C.'s Employee benefits, and Private Client Departments for solicitation for those lines of business. Other duties may be assigned. Personal and Organizational Development Set priorities and manage workflow for self to ensure efficient, timely, and accurate processing of all responsibilities. Maintain cordial and effective relations with clients, co-workers, carriers, wholesalers, vendors, and other business contacts. Maintain up-to-date proposals, workflow logs, manuals or other required documentation and records. 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 regard industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance. Other duties may be assigned. Work effectively to resolve problems or enhance service in a timely manner. Ability to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. Ensure expert knowledge is maintained. KEY COMPETENCIES Full knowledge of Property Casualty lines of coverage and services. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Demonstrate experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word & Excel. Strong attention to detail and time management abilities. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE High school diploma or G.E.D. equivalent required. College degree preferred. Two or more years of 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 high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS California Fire and Casualty Broker License Valid Driver License 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. COMPENSATION: The national average salary for this role is $100 000.00 - $120 000.00 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. 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, 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: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-MS2

Responsible for managing overall loan and deposit relationships with customers. Grow revenues as directed by Senior Management by successfully prospecting new business as well as retaining and expanding existing customer relationships. Responsibilities include recommending loans for approval managing loan portfolio credit quality, sourcing prospects, developing new customer relationships, and cross-selling appropriate bank products/services to prospects and customers. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Retains and expands relationships with existing customers. * Prospect and close new business relationships. * Grow net revenue year after year as directed by Senior Management. * Recommend appropriate client risk rating and manage credit quality. * Develop and implement an effective calling program for existing customers. * Develop and implement plans for sourcing prospects and new customer relationships. * Manage customer relationships and introduce product specialists as needed. * Resolve customer problems and act as a liaison with other departments to ensure positive customer experience. * Manage overall customer profitability. Develop and implement relationship strategies for cross-selling bank products and services. Satisfy customer requirements by providing a full array of loans, deposit, cash management and other appropriate bank products. * Responsible for keeping current on the bank's lending policies, products, and services. * Participate in community and CRA activities to promote the Company's brand in our communities. * Actively ensure compliance with the Company's Code of Ethics and all Bank Secrecy Act/Anti-Money Laundering, USA Patriot Act, information security and suspicious activity reporting requirements, policy and procedures. Actively participate in any required corporate and business line training in these areas. Follow account opening procedures and understand internal suspicious activity referral requirements and processes required for this position. Actively work with customers to understand normal account activity, as appropriate for this position. Requirements REQUIRED SKILLS AND ABILITIES: * Computer skills; to include the use of Microsoft Office products and other programs as required. * Excellent written and verbal communication skills, attention to detail and follow-through. * Leadership skills and ability to foster and sustain collaborative work relationships within the bank. * Strong relationship management and business development abilities, well-developed analytical and problem-solving skills. * Broad knowledge of bank products and services that results in successfully capitalizing on all opportunities. * Dedication to teamwork and long-term commitment to success. Education/Licenses/Work Experience: * Bachelor's degree (Master's degree preferred). * Seven to ten years of commercial lending experience including broad knowledge and experience in banking operations, products, and services. Work Environment * Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. * Prolonged periods sitting at a desk and working on a computer. * Remain in a stationary position for sustained periods of time. * Occasionally move about inside the office to access filing cabinets and/or other office machinery. * Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. * Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer. * Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. * Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. * Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $140,500 - $175,000 annually. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $140,500- $175,000 annually

Job Details Experienced Walnut Creek 1 - Walnut Creek, CA Full Time $130000.00 - $150000.00 SalaryDescription Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

About Us At MAI (pronounced “my”), we're on a mission to democratize advanced advertising technology. We believe that cutting-edge marketing tools, once exclusive to large enterprises with massive budgets, should be accessible to everyone. Our platform uses AI agents to automate and optimize performance marketing, empowering small and mid-sized businesses to scale their ad spend profitably without the need for an agency or endless hours of manual campaign management. Founded by ad platform veterans from Google and Instacart, we've successfully raised a $25 million Seed funding round led by Kleiner Perkins to accelerate our growth. This capital will be used to expand our teams, bringing our vision of intelligent, autonomous marketing to life. Our AI agents have already proven their value, helping clients drive 40% more sales and managing millions in monthly Google Ads spend. Our client waitlist is growing by the day. Why Join Now Building the infrastructure for intelligent AI agents is uncharted territory-and we're writing the playbook. As a Client Partner at MAI, you'll be part of our go-to-market team, helping shape how we engage and scale with eCommerce brands. You'll prospect, pitch, and close customers, while directly influencing our GTM motion, tooling, and product roadmap through your customer insights. This is a rare opportunity to join an AI-native company at an inflection point-where each deal you close shapes the trajectory of our business. What You'll Do Own the full sales cycle - from prospecting to close and expansion. You'll generate 90%+ of your pipeline through strategic outbound and identifying intent signals to position MAI as the growth multiplier for eCommerce brands. Become a domain expert in performance marketing and AI agents. Through MAI's product training and Google Ads certifications, you'll deeply understand how AI optimizes campaigns, budgets, and ROAS for customers. Act as a trusted advisor to clients, understanding how they think about growth and profitability, and guiding them through the transformation from agency-dependent to AI-powered. Collaborate cross-functionally with product, ops, and marketing to share customer feedback, influence roadmap priorities, and co-develop scalable GTM processes. Maintain CRM excellence, documenting learnings, activities, and performance data to continuously improve targeting and efficiency. What You'll Bring 3-5 years of full-cycle sales experience, with a proven record of exceeding quota. Experience selling Ads, AdTech, or Marketing SaaS to mid-market or growth-stage eCommerce customers. Background as a Senior Client Partner at a high-growth tech company. Deep understanding of sales principles and playbooks, plus the ability to adapt and iterate them in a fast-moving environment. Analytical and data-driven mindset, using metrics to inform strategy and drive decision-making. Strong problem-solving, prioritization, and communication skills; thrives under pressure and deadlines. A team player with leadership potential-capable of mentoring others as the team scales. Why You'll Love Working at MAI Unparalleled Learning: You'll be at the forefront of AI agents in a $1T plus industry working and learning from a stellar team. High Impact: As an early member of a lean and powerful team, your work will directly shape our core platform's market fit, our culture, and the success of our customers. A Culture of Curiosity: We're a tight-knit team of passionate builders who value transparency, first-principles thinking, and a relentless drive to solve hard problems together. True Ownership: We believe in empowering our team. You'll have significant autonomy over your work and a clear path for growth as the company scales. Compensation and Benefits We're offering a stake in our success and a commitment to your well-being. Our total compensation package is designed to support you, both professionally and personally: OTE: $200,000 to $250,000 OTE that includes a base salary range of $100,000 to $125,000. Equity: We want you to feel invested in our mission, which is why we offer meaningful equity. Health and Wellness: Our medical, dental and vision coverage is designed to take care of you and your family. 401(k): We'll help you build for your future with a competitive 401(k) program. Are you ready to build the future with us? We believe in a holistic approach to hiring. If you're passionate about our mission and have a drive to learn and grow, we encourage you to apply even if you don't meet every single requirement. We value potential, curiosity, and hunger. We can't wait to hear from you.

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. 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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description: Client Relationship Manager - Employee Benefits We are seeking a dynamic and client-focused Client Relationship Manager to join our team. This role is pivotal in fostering long-term relationships with our 50+ small business clients. As a key liaison between our clients and internal support teams, you will take the lead in understanding client needs, building trust, and delivering tailored benefits solutions. If you thrive on creating meaningful connections, are passionate about learning and doing good for clients, and love going above and beyond for your team and clients, we'd love to hear from you. Key Responsibilities Client Relationship Management Serve as the primary point of contact for assigned clients, maintaining regular communication and fostering trust. Proactively address client inquiries and resolve issues with a solution-focused approach. Build and nurture strong relationships to enhance client satisfaction and retention. Strategic Account Oversight Develop an in-depth understanding of client businesses, industries, and employee benefits needs. Present tailored benefits strategies to align with client goals and evolving requirements. Identify and implement creative solutions to maximize value and cost efficiency. New Business Development Explore opportunities to expand offerings within the existing client portfolio (e.g., supplemental benefits, wellness programs). Collaborate with clients to propose and implement additional services that align with their goals. Renewals and Retention Lead annual renewal processes, presenting market trends, benchmarking data, and carrier proposals. Negotiate with carriers to secure optimal terms for clients. Ensure smooth transitions during plan changes or renewals by coordinating with internal teams. Industry Expertise Stay informed about market trends, compliance updates, and new benefits offerings. Educate clients on emerging benefits solutions and legislative changes impacting their plans. Team Collaboration Partner with the internal administrative team to streamline day-to-day client service operations. Work with marketing and other departments to enhance the overall client experience. Qualifications and Requirements Proven experience in employee benefits, client relationship management, or account management. General understanding of employee benefits plans, including medical, dental, vision, and supplemental benefits. Exceptional communication and interpersonal skills, with a focus on building lasting relationships. Passionate about learning and finding creative ways to help clients achieve their goals. Willingness to go above and beyond to support both clients and teammates. Exceptional organization and attention to detail to manage multiple clients and deliver outstanding results. Strong written and verbal communication skills, capable of explaining complex concepts clearly and effectively. Extroverted and confident in speaking to clients and groups of employees during presentations or benefit meetings. Highly resourceful, able to adapt and find solutions to challenges quickly. Strategic thinker with the ability to identify client needs and offer tailored solutions. Proficiency in CRM tools and Microsoft Office Suite, including Excel. Active California Life and Health License or willingness to obtain within 90 days. Benefits Competitive salary and performance-based incentives. Benefits including medical, dental, vision, FSA, voluntary benefits, and 401k Generous PTO and mental health days Opportunities for professional development and career growth. Collaborative work environment with a supportive and dedicated team. The chance to make a real impact by helping small businesses optimize their employee benefits programs.

JobID: 210676938 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $165,000.00-$235,000.00; Brooklyn,NY $165,000.00-$235,000.00;Chicago,IL $158,000.00-$225,000.00; Palo Alto,CA $165,000.00-$235,000.00; You are a people leader with a strategic mindset, adept at discovering & developing talent, managing complex clients, and driving results. If you thrive in dynamic environments and enjoy leading teams to success, this role is an excellent fit for you. As an Executive Director within Merchant Services, you will lead a team of Relationship Managers, each responsible for their own portfolio of large corporate clients. You will provide coaching, guidance, and strategic direction to your team, ensuring high performance and professional growth. In addition to supporting your team, you may also directly manage select key client relationships. You will play a pivotal role in driving payments optimization strategies, fostering collaboration across the Global Corporate Bank Technology Media and Telecoms (GCB TMT) organization, and contributing to the overall success of the business. Job Responsibilities * Lead, mentor, and develop a team of Relationship Managers, empowering them to deliver exceptional service and results across their individual client portfolios. * Set clear performance expectations, provide regular feedback, and support professional development to build a high-performing team culture. * Oversee team portfolio management, ensuring accurate reporting, diligent database maintenance, and achievement of business objectives. * Foster collaboration and knowledge sharing within the team and across the wider GCB TMT organization, driving best practices and innovative solutions. * Support Relationship Managers in complex negotiations, client retention strategies, and consulting engagements with key decision-makers. * Contribute to the strategic direction of the GCB TMT organization by identifying opportunities for cross-team collaboration and process improvement. * Directly manage select high-value client relationships as needed, driving payments optimization and business growth. * Partner with internal departments and business partners to deliver high-quality client support and maintain a unified approach to account management. * Champion process improvements and new product offerings, supporting both team and organizational goals. * Ensure the team is equipped with the latest industry knowledge and educational resources to stay ahead of trends and deliver maximum client value. Required Qualifications, Capabilities, and Skills * Minimum of 8 years of experience in relationship management or sales, with a strong emphasis on contract negotiation and team leadership. * Demonstrated ability to lead, develop, and motivate teams to achieve ambitious goals. * Proven strategic thinking and execution skills, with experience managing complex projects and portfolios. * Extensive experience working with C-suite clients, particularly in large Fortune 500 companies, with the ability to support Relationship Managers in addressing their unique needs. * Strong collaboration and influencing skills, with a track record of building partnerships across stakeholder groups and contributing to organizational success. * In-depth knowledge of the payment processing industry, acquiring, and/or merchant services. * Proficiency in computer software systems, including word processing, spreadsheets, and databases. * Exceptional verbal and written communication skills, with the ability to convey complex information clearly and persuasively. * Strong time-management skills, with the ability to handle multiple tasks simultaneously, prioritize effectively, and meet dynamic deadlines. * Active Industry wide engagement within recognized bodies such Payments Ed, AFP, MAG & MRC * Willingness and ability to travel nationally up to 30% annually. Preferred Qualifications, Capabilities, and Skills * CPFPP accreditation welcomed 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.