Psychiatry Account Manager - Miami North, FL
Relationship manager job in Miami, FL
Territory: Miami North, FL - Psychiatry
Target city for territory is Miami - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Miami Beach, North Miami, North Miami Beach, southwest to the eastern part of Hialeah, and south to Coral Gables and Doral.
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 a national range, and if selected for this role, 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 - $137,000 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.
Revenue Cycle Account Manager
Relationship manager job in Miami, FL
The RCM Account Manager will have the overall goal of managing the practice / provider relationship, partnering with the RCM and operations staff as a practice and RCM advocate, maintaining the highest possible client satisfaction, insuring client financial health, and minimizing issues. Key to your success in this role will be your ability to apply strong problem-solving skills and analytical competencies as required to clearly identify both positive and negative financial trends, improve client workflow and integration with RCM processes, and present Femwell driven value propositions to RCM clients. Additionally, you will also hold responsibility for client satisfaction and retention, serving as an internal advocate for any revenue cycle or service-related issue impacting financial health of the client or delivery of service. The ideal person for this role will need a high degree of business acumen with a solid understanding of the provider revenue cycle combined with the ability to create positive relationships as a springboard to account growth, problem resolution, positive communications and increased patient and provider satisfaction.
Essential Job Functions
Maintains regular proactive contact with all clients in assigned portfolio, establishing positive relationships with senior management, key influencers and decision makers in the organization. Provides revenue cycle analysis, issues resolution, month end reporting and review, and coordinates monthly and yearly close process with client and RCM operations.
Services all clients in assigned portfolio by serving as an internal advocate for any revenue cycle or service-related issue impacting delivery of service or functionality of Femwell products or services.
Provides a single point of contact for client / provider issue resolution and coordinates solutions with other business teams and outsource partners
Provides single point of contact for CBO issues that require management and escalation with assigned clients.
Collaborates with Integration Team to facilitate improvements in implementation effectiveness, including managing the “onboarding” of new clients to insure the successful integration of RCM processes.
Serves as key point of contact as necessary with any outstanding Collections/AR issues. Contributes to AR metric performance across assigned portfolio in alignment with assigned objectives.
Perform other special projects and/or duties as needed or assigned.
Other Essential Tasks/Responsibilities/Abilities
Must be consistent with Femwell's core values.
Excellent verbal and written communication skills.
Professional and tactful interpersonal skills with the ability to interact with a variety of personalities.
Excellent organizational skills and attention to detail.
Excellent time management skills with proven ability to meet deadlines and work under pressure.
Ability to manage and prioritize multiple projects and tasks efficiently.
Must demonstrate commitment to high professional ethical standards and a diverse workplace.
Must have excellent listening skills.
Must have the ability to maintain reasonably regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards and organization attendance policies and procedures.
Must maintain compliance with all personnel policies and procedures.
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
Ability to function well in a high-paced and at times stressful environment.
Education, Experience, Skills, and Requirements
BA/BS degree or equivalent experience
Coding certification preferred - AAPC or equivalent
Business or Healthcare experience preferred: 5+ years of provider management, CBO or revenue cycle management, or practice administration
Ability to understand the details of the revenue cycle process and provide analysis for improvement.
Strong analytical and problem-solving skills with capability of developing and executing detailed account plans
Effective interpersonal skills (written and oral) and the ability to communicate and work with all levels within a client's organization
Superior customer service focus
Excellent organization skills and ability to manage multiple projects in competing tasks/priorities
Self-starter who is proactive versus reactive with a strong desire to achieve results
Sales Manager
Relationship manager job in Miami, FL
Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion.
About the Role:
We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth.
You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels.
What You'll Do:
Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally.
Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning.
Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance.
Collaborate with operations and logistics to ensure timely and accurate order fulfillment.
Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs.
Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad.
Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities.
What We're Looking For:
5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods.
Proven track record of growing retail and distributor partnerships nationally or internationally.
Strong communication, relationship management, and presentation skills.
Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment.
Comfortable traveling domestically and internationally.
Passion for dance, footwear, or fashion is a plus
Why Fuego:
Shape the wholesale and distribution growth strategy of a growing global brand.
Work directly with leadership to expand Fuego's presence in premium markets.
Competitive compensation package and benefits with performance-based incentives.
Creative, collaborative, and entrepreneurial team culture.
Sales Manager
Relationship manager job in Boca Raton, FL
Important notice:
currently available to those in the 35-mile radius of our office in Boca Raton, FL.
Ready to lead a high-performing sales team and drive growth? Join All Star Healthcare Solutions as a Sales Manager and play a pivotal role in shaping success. You'll guide and inspire a team of talented professionals, foster strong client relationships, and deliver results that align with our core values of loyalty, trust, and long-term success. Work from All Star's brand-new headquarters at BRIC, a state-of-the-art campus featuring onsite daycare, a fitness center, and a free Tri-Rail shuttle. Plus, we've invested in Salesforce, the world's #1 CRM platform, giving you and your team powerful tools and training to maximize performance. If you're passionate about leadership and driving revenue, this is your opportunity to make an impact.
Essential Duties & Responsibilities
• Lead weekly meetings with Sales Consultants to review activity, progress, strategies,
and achievements.
• Provide coaching and mentorship to Team Captains to maximize production.
• Conduct regular one-on-one and side-by-side coaching sessions to drive
accountability and performance.
• Recruit, interview, and train Sales Consultants to build a high-performing team.
• Develop and maintain strong relationships with physicians and clients through
collaboration and frequent communication.
• Monitor and analyze sales processes to ensure compliance with company
standards.
• Source physicians nationwide using cold calling, database tools, and internet
research.
• Match physicians to client sites based on skill level, licensing, credentials, and
regulatory requirements.
• Participate in negotiations for physician placement opportunities.
• Support physicians throughout the recruitment process, including offers,
negotiations, relocation, and contract signing.
• Maintain and expand a client database to support ongoing business development.
• Achieve defined sales quotas by initiating and maintaining client relationships.
• Ensure compliance with company objectives and government regulations.
• Direct and support consistent implementation of company initiatives.
• Perform other duties as assigned by leadership.
Skills & Abilities
• Strong persuasive and influential communication skills (verbal and written).
• Proven ability to meet and exceed strict sales goals in a competitive environment.
• Skilled at building rapport with physicians and clients.
• Effective negotiation and conflict resolution skills.
• Excellent time management and organizational abilities.
Education & Experience
• Bachelor's degree in Business Administration, Marketing, Communication,
Management, or related field (or equivalent combination of education and
experience).
• Minimum of 4 years in a sales-driven environment required.
• Supervisory or team leadership experience preferred.
• Prior healthcare staffing experience strongly preferred.
• Working knowledge of medical terminology and physician specialties.
Awards
• SIA Largest Healthcare Staffing Firms in the US
• SIA Largest Staffing Firms in the US
• SIA Best Staffing Firms to Work For
• Modern Healthcare Best Places to Work in Healthcare
• Sun Sentinel Top Workplaces in South Florida
• South Florida Business Journal Business of the Year Finalist
• ClearlyRated Best of Staffing Client & Talent Satisfaction Awards
Ready to Lead and Make an Impact?
If you're a driven sales leader with a passion for healthcare staffing and the ability to inspire
high-performing teams, we want to hear from you! Join us in shaping the future of locum
tenens staffing while building lasting relationships with physicians and clients nationwide
Client Partner, Professional Services, LATAM
Relationship manager job in Miami, FL
Who we are
80% of the workers across the globe are Deskless. These are the people who keep our lights on and gas flowing, build roads and bridges, run our manufacturing factories, ensure that we get healthcare service, and provide us reliable phone and internet connectivity. As entrepreneurs, have we considered solving their problems and making them more productive?
If you are still reading, and connect compassionately about this underserved segment, come and join us to drive Technology Equity in the global workforce.
At Zinier, we are on a mission to enable these 2.7 B Deskless Workers achieve greater success for themselves and the world around them. Guided by a deep understanding of their needs, we design software experiences that enable every Deskless Worker to excel in the field.
We are a remote-first global team headquartered in Silicon Valley. Our hybrid workforce is spread across London, Lisbon, Mexico City, Singapore and Bangalore, and leading investors, including Accel, ICONIQ Capital, Founders Fund, Newfund Capital, NGP Capital, Tiger Global Management and Qualcomm Ventures LLC.
What we are looking for
We're seeking a technically-minded Client Partner who can confidently engage IT and business teams, translate customer needs into clear technical priorities, and own the relationship end-to-end. If you're a strategic thinker who thrives at the intersection of product, tech, and customer success - this is for you.
You'll be an individual contributor, collaborating with delivery and development teams. A regional Solution Architect will support you, but you'll own the customer relationship and delivery outcomes. You'll manage project delivery, oversee go-live, and potentially lead post-sales CS efforts if you're eager to take that on.
Where you are located
Anywhere in the United States; able to collaborate with customers and teams in other countries or continents as needed, either remotely or in-person (occasional travel needed).
What the role offers
Serve as the chief customer liaison, solving complex problems and ensuring customer success through a deep understanding of both technical and business needs
Engage with technical stakeholders (e.g., Platform Owners, Delivery Directors) to ensure alignment between product capabilities and customer requirements
Drive delivery for large enterprise customers
Lead discovery sessions, support UAT, and manage go-live activities
Ensure customers realize full platform value post-launch
Orchestrate internal teams (PMs, Dev, SA, and CS) to deliver customer outcomes
What you'll bring to the role
Strong command of Spanish, with the ability to communicate effectively across multilingual customer and technical teams.
Excellent customer-facing and stakeholder management skills, with proven ability to instill confidence with technical audiences
Strong experience in digital or IT transformation projects
Tech-savvy and solution-oriented-comfortable navigating complexity without being a developer
Proven ability to manage large, complex enterprise projects
Strong communication skills and emotional intelligence, and ability to bridge business and technical perspectives
Experience in Field Service Management (FSM), Telecom, or Utilities is a plus, but not required
Own customer success. Deliver outcomes. Be the reason they thrive.
#LI-Remote
International Relationship Manager II
Relationship manager job in Coral Gables, FL
The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank's BSA/AML, Compliance and Policies and Procedures.
Responsibilities:
RMII are seasoned professionals. RMIIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated.
Develops new client business using external knowledge of target market (LATAM).
Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products.
Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential.
Uses available tools and applications to prepare and deliver proposals based on clients' goals and needs.
Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services.
Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries.
Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved.
Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction.
Actively participates in any required personal, corporate and business line training.
For those RMIIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm's.
RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media
RMIIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings.
Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes.
Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution.
Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward
Obtain a general knowledge of products and services offered by the group through its multiple units.
Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation.
Coordinate, integrate and deliver proposals from different areas and units of the group.
Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction.
Identify, channel and follow up on customers complaints until problem is fully resolved.
Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards.
Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers' accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor.
Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations.
Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
All other duties as required.
Minimum Education and/or Certifications Requirements:
Bachelor's degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters' degree or other well-known professional certification such as TEP, CFA, CFP are desired.
Minimum Work Experience Requirements:
At least 12 to 14 years of relevant experience managing a book of business from international customers primarily in the LATAM.
Technical and/or Other Essential Knowledge:
Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations.
Functional Skills & Knowledge:
Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.
Auto-ApplyCRE Relationship Mgr IV
Relationship manager job in Coral Gables, FL
Maximize share of wallet and products penetration. Loan generation and deposit gathering are your priority, along with cross selling any other Bank Services your clients need. The relationship manager serves as the account and transaction quarterback from sourcing the relationship to closing of the transaction.
Responsibilities:
* Responsible for loan production, deposit gathering, and other cross-sell goals.
* Expert at engaging with customers regularly to identify their financial needs and offer the relevant banking products that meet them.
* Generates and develops new business relationships through networking, cultivating referral sources and COIs.
* Maintains, nurtures and deepens existing client relationships.
* Expert understanding of credit underwriting fundamentals as it relates to RE secured credits of all types (i.e. Land Acquisition, Construction, Transitional/Bridge, and Permanent Financing).
* Maintains a strong presence with the local community through active involvement and leadership roles in various professional organizations and events.
* Manages cross-company partnerships and alliances designed to acquire and drive business opportunities.
* Responsible for structuring and negotiating complex CRE loan term sheets and loan documents in partnership with counsel.
* Maintains and ensures high quality loan portfolio though the support of underwriting and portfolio management team by monitoring loan policy exceptions, ongoing review of credits, loan covenant compliance, and site inspections. Must have the ability to effect desired results when dealing with the different areas and departments of the Bank.
* Makes regular presentations to Loan Committee and other Senior Managers. As such must have demonstrated ability in high level effective communication and presentation skills.
* Review the contents of appraisals, appraisal review, cost analysis and environmental reports to ensure compliance with approved terms, as well as Bank's policy and regulatory requirements.
* Coaching and mentoring of junior relationship managers in the team.
* Excellent understanding of complex SWAPs and other Hedging instruments
* Capital market perspective and proven ability to sell loan participations and syndicated loans.
* Identify credit risks associated with a transaction, recommend and follow-up with a plan of action to improve/resolve identified problems and avoid potential losses to the Bank.
* Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
* To identify, evaluate, monitor and make any recommendation deemed necessary to their respective Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree. MBA or MS in CRE Investment/Finance required.
* Applicant must be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Minimum Work Experience Requirements:
10 years of previous experience in business development, credit portfolio managing and analysis and structuring of CRE credit transactions in the assigned local market. Formal credit training required.
Technical and/or Other Essential Knowledge:
Excellent knowledge of local Real Estate industry; expert real estate credit skills; financial statement analysis, real estate construction and credit structuring. Excellent oral and written communication skills. Strong leadership and coaching abilities.
Client Partner
Relationship manager job in Miami, FL
Sphere is a global consultancy that connects strategy, modern engineering, data and artificial intelligence to help companies accelerate growth and innovation. We co-innovate with the most respected companies in the world to solve complex problems, optimize business operations and to create a competitive advantage. We're rapidly expanding our consulting services, geographic footprint and industry expertise.
Sphere is looking for a Client Partner to drive the sales pipeline. We are looking for sales professionals with a track record of hunting for new business and driving the process to generate net new revenue within the financial services vertical. Proven success in wealth management and payments is a plus, as well as in the insurance vertical. As a significant driver of revenue and growth, the ideal candidate will have a track record of driving a sales pipeline, performing strategic enterprise selling, and generating new logo business.
Start Date: ASAP
What You'll Do:
Strategic enterprise sales role targeting enterprise financial services and insurance clients in order to build a robust pipeline of business (hunter role);
Develop thought leadership and a trusted advisory relationship with your partners, customers, and prospects;
Target business opportunities (partner and customer) that leverage high value use cases, in financial services;
Develop and execute sales strategies and tactics to sell our offerings, solutions, and services;
Ability to network financial services institutions and create a road map to prospect and/or organically growth existing PS financial service clients;
Communicate value propositions to partners and customers that speak intimately to their needs and requirements;
Utilize client-centric, solutions-oriented selling strategies and hunter's mentality to identify, qualify, and convert enterprise sales, alongside partners;
Develops strong internal and prospect relationships, collaborates with cross functional teams and partners agencies; assists in sales and logistical support in addition to prospecting and proactive outreach;
Experience working in a virtual team environment, cross-functional team leadership across GEOs and time zones;
Effectively articulate financial ROI/TCO value and build value throughout the negotiation process;
Maintain extensive account and opportunity detail in Hubspot CRM, including account win plans, customer touch points, sales inhibitors, etc;
Forecast and report revenue projections accurately to management.
Qualifications & experience:
3-5 years Account Executive/Client Partner, channel, and business development experience;
Successful track record of winning new logos within a professional services/ consulting/ technology services environment;
Strong understanding of the financial services domain and technology landscape, especially wealth management, payments, or insurance;
Ability to speak to both tactical and strategic decision makers;
Experience selling to the financial services vertical;
Experience selling complex solutions to enterprise customers with a consistent track record of meeting and/or exceeding revenue targets;
Highly accurate pipeline management and forecasting expertise;
Ability to travel as necessary to customers, channel partners, and company meetings/events.
Relationship Manager (Water - Florida)
Relationship manager job in Miami, FL
The importance of water to the health of our world can't be overstated!
As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front.
Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for what's next. Be a part of this dynamic and committed team of diverse water specialists and inspire change for your community.
You'll be able to apply our powerful global network of skills and decades of experience to build positive water outcomes that respect nature and nurture communities.
Who are we looking for?
In response to steady growth within our Water/Wastewater business, our Southeast Region Water group is looking to bring onboard a motivated Relationship Manager to oversee the expansion of GHD's Water business in Florida. As a Relationship Manager, you will be leading GHD pursuits of traditional and collaborative delivery projects for public clients responsible for safe and reliable water resources (drinking water, wastewater, and stormwater).
Come plan and implement sales to specific, existing major accounts where growing relationships, identifying opportunities, and utilizing account management skills are critical. The role requires full knowledge of water and wastewater, along with a strong understanding of the client's objectives and challenges.
Working with an energetic and high performing team, this position offers a variety of work and will see you involved in:
Customer Relationship Management (CRM) Data: Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues.
Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Sales Opportunities Creation: Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
Sell Customer Propositions: Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.
Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
Promoting Customer Focus: Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships.
Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
What you will bring to the Team:
Bachelor's and/or Master's degree in Civil or Environmental Engineering
Professional Engineer (PE) license in Florida a plus
Minimum 20 years of experience in the water, wastewater process or conveyance infrastructure field
Strong business development, proposal preparation, and marketing skills
#LI-JK1
As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, color, religion, genetic information, national origin, sex (including same sex), sexual orientation, gender identity, pregnancy, childbirth, or related medical conditions, age, disability or handicap, citizenship status, service member status, or any other category protected by federal, state, or local law.
Auto-ApplyCorporate Banking Relationship Manager
Relationship manager job in Miami Lakes, FL
Park Avenue Group, a subsidiary of Angott Search Group, has partnered with a publicly traded bank in Florida in their search for an experienced Corporate Banking Relationship Manager. The selected candidate is responsible for originating commercial loans and for cross-selling the bank's products to commercial accounts. Incumbents are expected to meet or exceed production goals.
What You'll Do
Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority.
Authorizes or rejects overdrafts in depository account within established authorities.
Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
Advise customers, where possible, concerning business management and financial matters.
Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
Develops new business by contacting prospects and customers, cross-sells bank services.
Prepares lending activity reports for department management.
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities.
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
What You'll Bring
Bachelor's Degree in business administration and/or finance required.
7-9 Years of commercial lending experience required.
DL NUMBER - Driver License, Valid and in State required.
Client Partner US Region
Relationship manager job in Florida City, FL
Job Title: Client Partner
Job Type: Full -time
About Us: CogNet is a leading Business Process Management Company dedicated to providing comprehensive Backen Support for HR solutions, payroll administration, employee benefits, compliance management, and risk mitigation services to small and mid -sized businesses across the U.S. Our mission is to empower businesses by offering best -in -class HR BPM services that streamline workforce management and enhance productivity.
Job Overview:
We are seeking a dynamic and client -focused Client Partner to join our team. This role is critical in ensuring customer satisfaction, seamless process transitions, and day -to -day issue resolution. The Client Partner will act as the primary liaison between our company and our clients, facilitating successful implementations, managing governance meetings, and supporting upselling initiatives. This position requires strong relationship management, problem -solving skills, and a deep understanding of PEO services.
Key Responsibilities:
Client Relationship Management:
Serve as the primary point of contact for assigned clients.
Build and maintain strong relationships with key stakeholders.
Conduct regular check -ins to assess client satisfaction and address concerns proactively.
Process Transition & Implementation Support:
Guide new clients through the onboarding process, ensuring a smooth transition.
Collaborate with internal teams to streamline workflows and enhance client experience.
Assist in training clients on PEO services, including payroll, benefits, HR support, and compliance.
Day -to -Day Issue Resolution:
Act as a problem solver for client inquiries and operational issues.
Work cross -functionally with payroll, benefits, HR, and compliance teams to ensure prompt resolution.
Maintain thorough documentation of client issues and resolutions for continuous process improvement.
Sales Support & Upselling:
Identify opportunities for additional services and solutions that align with client needs.
Collaborate with the sales team to support upselling and renewal strategies.
Assist in contract modifications and service enhancements.
Governance & Reporting:
Organize and lead weekly and monthly governance meetings with clients.
Provide data -driven insights and reports on service performance, compliance updates, and workforce trends.
Ensure all client interactions align with service agreements and company policies.
Qualifications & Skills:
Education: Bachelor's degree in Business, HR, Management, or a related field preferred.
Experience: 3+ years of account management experience in the PEO, HR outsourcing, payroll, or employee benefits industry.
Strong understanding of PEO services, HR processes, payroll, and compliance requirements.
Excellent interpersonal and communication skills with the ability to build lasting client relationships.
Proven problem -solving skills and ability to manage multiple client accounts efficiently.
Experience with CRM tools and account management software preferred.
Ability to work independently, take initiative, and drive results.
Why Join Us?
Competitive salary with performance -based incentives.
Comprehensive benefits package, including health, dental, and vision insurance.
Professional development opportunities and career growth.
Collaborative and dynamic work environment with a client -first approach.
Luxury Client Relationship Manager
Relationship manager job in Miami, FL
We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Miami photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint.
KEY RESPONSIBILITIES
1. Client Engagement and Relationship Building:
- Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations.
- Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs.
2. Exclusive Service Delivery:
- Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences.
- Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice.
3. Client Experience Enhancement:
- Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience.
- Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations.
4. Upselling and Revenue Generation:
- Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio.
- Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments.
5. Client Loyalty:
- Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience.
REQUIREMENTS
Qualifications?
- Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry.
- Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele.
- Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets.
- Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously.
- Proficiency in Mac iOS systems.
- Passion for photography, art, and lifestyle trends.
- Availability to work evenings and weekends.
BENEFITS
Benefits?
- Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+;
- Complimentary Nuovo shoot and beauty services
- Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal.
Join Our Team:
If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences!
Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply.
#NUOVOUS
JPMorgan Private Client Relationship Manager - Miami, FL
Relationship manager job in Miami, FL
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
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.
This role is located in the Miami, FL area and will report in the office.
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: *********************************************************************
Auto-ApplySalesforce (Functional or Technical Sales / Client Engagement)
Relationship manager job in Miami, FL
Sonsoft , Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. Sonsoft Inc. is growing at a steady pace specializing in the fields of Software Development, Software Consultancy and Information Technology Enabled Services.
Job Description
At least 5 years of experience in technology consulting, enterprise or solutions architecture and architectural frameworks
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience
At least 3 years of experience in Salesforce development and implementations Skills with good command on Apex, Visual force, controllers, triggers, batch processes, APIs and web services
At least 3 years of experience in implementing CRM solutions with a minimum of 3 years Salesforce Force.com platform/Sales Cloud/Service Cloud implementations
Thorough understanding on the Life Cycle of Development including Salesforce Deployment/Packaging effectively using Metadata API, ChangeSet and Ant
Best Practices understanding on Coding Standards, Deployment, Apex, VF, Salesforce Integration, Security implementations
Experience on Force.com Integration Technologies (WebServices, 3rd Party tool like CastIron/Boomi) to Integrate with On-Premise systems like Siebel, OMS and Java Based Systems
Complete understanding of governor limits.
Implement SOAP ./ REST based web services
Develop Web Services classes on Force.com platform and WSDL Generation.
Writing Apex Classes, Visual Force Pages, Apex Triggers, Controllers, JQueries to implement complex business requirements
Fluent with SOSL and SOQL , Workflows
Hands on experience with Tools like Data Loader, Eclipse, SoapUI, APEX Explorer, Ant Scripts, AJAX tool kit
Migration of all the Customizations including Custom Configurations, packages, and other objects from Sandbox to Production environment
Customizations of Reports, Dashboards, Workflows, Approval Processes
Certified Salesforce Advanced Administrator
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder
Experience with custom reporting, modifying pages, views and dashboards
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration
Ability to work independently and as part of a team
Ability to be flexible with change
Good written and verbal communication skills a must
Ability to work closely within a team environment
Platform Dev1/2 or DEV 501 Certification
SOAP implementation of the APIs both Enterprise and Partner WSDL
Single Sign On
Java experience is a big plus
< OR >
FUNCTIONAL:
At least 5 years' experience in in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
At least 3 years in a Sale Support / Client Engagement Role for new or existing deployments, RFP, SOW, Sales Presentation Creation experience.
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment.
Experience and desire to work in a Global delivery environment..
Well versed with Configuration and customizations of objects.
Understanding of market and technology trends.
Analytical skills.
Experience and desire to work in a management consulting environment that requires regular travel.
Experience in at least one of the following:-
Certified Salesforce Advanced Administrator (Highly Desired)
Salesforce configuration activities like workflow rules, setting up profiles, permissions sets, sharing rules, approval process, process builder.
Experience with custom reporting, modifying pages, views and dashboards.
Able to understand user requirements and convert them into of Salesforce.com technical requirements, system configuration.
Ability to work independently and as part of a team.
Ability to work closely within a team environment.
Platform Dev1/2 or DEV 501 Certification (Highly Desired):-
SOAP implementation of the APIs both Enterprise and Partner WSDL.
Single Sign On.
Java experience is a big plus.
At least 2 years' experience in translate functional requirements and business rules into technology solutions and develop a technical strategy, and be able to create and effectively demonstrate solutions that address customer requirements.
Familiarity with Salesforce latest product launches including Wave Analytics, Lightning.
Ability to work in team in diverse/ multiple stakeholder environment.
Experience and desire to work in a Global delivery environment.
Well versed with Configuration and customizations of objects.
Qualifications
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
At least 11 years of experience in Information Technologies.
Additional Information
** U.S. Citizens and those who are authorized to work independently in the United States are encouraged to apply. We are unable to sponsor at this time.
Note:-
This is a Full-Time & Permanent job opportunity for you.
Only US Citizen, Green Card Holder, GC-EAD, H4-EAD & L2-EAD can apply.
No OPT-EAD, H1B & TN candidates please.
Please mention your Visa Status in your email or resume.
** All your information will be kept confidential according to EEO guidelines.
ISO Relationship Manager
Relationship manager job in Miramar, FL
Apply Now Responsible for performing various duties to support the Merit Business Funding division; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications Required:
* Bachelor's degree in Finance or related field; or equivalent work experience
* 2-3 Years of experience in the Merchant Cash Advance Industry
* Proven and successful track record with Alternative Finance products
* Existing book of business & relationships within the alternative finance industry
* Ability to work in a team environment
* Strong computer skills (MS Office, etc.)
* High degree of attention to detail and ability to multitask
* Industry relationships in the merchant cash advance market
Essential functions and responsibilities:
* Identify, engage and close partner agreements with independent sales organizations (ISO's) throughout the USA
* Responsible for building a network of brokers in the Alternative Financing / Revenue Advance industry
* Work across multiple underwriting teams, marketing an company management
* Act as liaison between partners and corporate operations where credit decisions are made
* Monitor dealer performance such as efficiency ratios, delinquency, losses, profitability, etc.
* Increase and maintain market share levels
* Attain volume plan at acceptable business levels
* Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
* Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
* Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
* Communicates with management and coworkers in order to integrate goals and activities
* Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
* Other duties as assigned
Success factors/job competencies:
* Organizational and time management skills
* Ability to work with little or no supervision
* Drive and determination to generate additional new business
* Excellent interpersonal and communication skills
* Timely and regular attendance
* Completes work in a timely manner
* Actively seeks coaching
Application Access:
* Adobe Sign
* BVS
* Docusign
* Process Unity
* OnyxIQ
Physical demands, work environment, and location:
* 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 necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
* Work environment: The noise level in this environment is minimal
* Location: Various Meridian Bank locations as assigned
Equal Opportunity Statement
* Meridian Bank is an Equal Opportunity Employer
Performance standards:
* Annual review
RCM Client Manager
Relationship manager job in Boca Raton, FL
ModMed is hiring a driven RCM Client Manager, internally referred to as an "RCM Client Advisor," to join our positive, passionate, and high-performing RCM (aka BOOST) Team. In this client-facing role, you'll be responsible for managing the client relationship, revenue cycle activities, and performance of your assigned medical practices to ensure a successful client experience. The RCM Client Manager collaborates with our internal RCM operations team and global partners to ensure a healthy Accounts Receivable and the achievement of our clients' RCM key performance indicators (KPIs) and goals. This is an exciting opportunity to leverage your RCM expertise to impact the revenue performance of medical practices.
Your Role:
* Serve as the primary point of contact for ModMed's RCM clients, managing and monitoring their end-to-end revenue cycle management processes.
* Analyze A/R data to identify payer, denial, and coding trends. Develop action plans to increase revenue and improve workflows.
* Develop and maintain strong client relationships to understand their unique RCM needs and challenges and ensure Client Key Performance Indicator benchmarks are met.
* Provide a high-level of value and customer service to both our client practices and their patients by identifying and efficiently resolving insurance and other billing-related issues.
* Establish, implement and manage Practice Performance Plans that identify, quantify and resolve issues that are impacting service levels and/or delivery of contractual obligations, as needed.
* Conduct routine audits and client meetings to review business metrics, progress, and other proactive topics to ensure high-quality delivery of contracted services.
* Collaborate with the internal RCM operations team to ensure seamless service delivery.
* Review and analyze customer accounts; identify trends and issues, recommend and implement solutions and see through to a successful resolution.
* Work closely with global partners to coordinate and optimize RCM processes and improve overall client metrics.
* Manage and escalate complex issues to the appropriate internal teams or global partners for resolution.
* Maintain knowledge of current healthcare industry and specialty-related changes and keep abreast with ModMed software enhancements and releases.
* Promote collaborative relationships with operational leadership and on and offshore partners.
* Participate in sales calls as needed to demonstrate depth of domain expertise.
* Perform additional projects and job duties as assigned.
Skills & Requirements:
* Bachelor's Degree preferred and/or training or equivalent combination of education and experience.
* 3+ years of experience overseeing the entire revenue cycle management process for medical practices, including analyzing AR, denial trends, and payer issues, and developing and presenting key performance indicators (KPIs) and reports related to revenue cycle management (required).
* Proven experience in an RCM client-facing role preferred.
* Extensive knowledge of medical billing/coding, front-office, physician practice management, and healthcare business processes.
* Advanced Excel skills such as the ability to use formulas to analyze data, create tables and pivot tables, formatting and conditional formatting.
* Strong analytical and problem-solving skills required.
* Exceptional written, verbal and interpersonal communication skills required.
* Excellent client-facing and presentation skills.
* Ability to manage and integrate information located in multiple software systems.
* Strong understanding of various insurance carriers, including Medicare, private HMOs, and PPOs.
* Professional demeanor required.
#LI-LM1
#REMOTE
Auto-ApplyClient Manager - Technology Sales
Relationship manager job in Miami, FL
CSPi Technology Solutions provides innovative technology solutions for Network Solutions, Wireless & Mobility, Unified Communications & Collaboration, Data Center and Advanced Security. Across these technology focus areas, we also provide Professional and Managed Services. We are headquartered in Deerfield Beach, Florida with additional offices throughout the United States and Europe.
CSPi Technology Solutions is focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base.
Client Manager
As a Client Manager - Technology Sales, you will be prospecting for new business, direct client engagement, working with technology partners to increase product knowledge and efficiency, and whenever possible, leveraging these partners' relationships to drive sales into end user accounts. You will be managing both an indirect customer procurement and direct customer engagement model.
What you'll do:
* Achieve assigned quota targets through collaboration with partners and independent prospecting activities and manage pipeline via Salesforce
* Act as solution expert to clients
* Engage clients at a detailed level to gain an understanding of the business issues and objectives driving the client's needs
* Contribute to strategic planning activities across existing & prospective client bases to identify and position opportunities
* Maintain strong technical awareness of assigned products, professional and managed services and general knowledge of other service offerings within CSPi Technology Solutions
* Maximize key partner / vendor programs
* Drive account planning and solution awareness initiatives with CSPi Technology Solutions partners
Requirements:
* Sales experience in IT Solutions using: Network Solutions, Wireless & Mobility, Unified Communications & Collaboration, Data Center Solutions and Advanced Security
* Sales experience in Professional and Managed IT services
* Bachelor's degree or equivalent experience
* 3 - 5 years prior client account management experience in a high tech environment in an indirect sales and procurement environment with a demonstrated track record of success in driving customer adoption of technology
* Knowledge of sales techniques and processes including the ability to understand customer needs, overcoming objections, ROI analysis, closing the sale
* Knowledge of technology prodcuts
* Excellent oral and written communication skills, as well as excellent presentation skills
* Strong work ethic, attitude and follow through ability
Nice to have:
* VAR or System Integration experience
* Prior experience using CRM products (Microsoft CRM and/or Salesforce.com)
CSPi is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable law.
Client Relationship Manager
Relationship manager job in Miami, FL
About Us
Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards.
Job Description
We are looking for a motivated and detail-oriented Client Relationship Manager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships.
Responsibilities
Serve as a primary point of contact for clients, ensuring timely and attentive communication.
Develop and maintain long-term client relationships through consistent follow-up and support.
Identify client needs and collaborate with internal teams to provide effective solutions.
Manage client accounts, track progress, and ensure all deliverables align with expectations.
Prepare and present reports, updates, and insights to support decision-making.
Proactively address concerns, resolve issues, and maintain a high level of client satisfaction.
Support continuous improvement by gathering feedback and identifying opportunities for refinement.
Qualifications
Qualifications
Strong communication and interpersonal skills.
Excellent organizational and time-management abilities.
Ability to understand client needs and propose tailored solutions.
Professional demeanor and a commitment to delivering high-quality service.
Problem-solving mindset with a focus on collaboration and client success.
Ability to work independently and handle multiple priorities effectively.
Additional Information
Benefits
Competitive salary ranging from $57,000 to $63,000 per year.
Opportunities for growth and long-term career development.
Supportive, professional, and collaborative work environment.
Skill-building and training opportunities to enhance your career.
Full-time position with stable, rewarding responsibilities.
Client Relationship Manager
Relationship manager job in Miami, FL
About Us
Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results.
Job Description
We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives.
Responsibilities
Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience.
Act as the main point of contact for client inquiries, service updates, and project coordination.
Monitor client satisfaction and identify opportunities for improvement or additional support.
Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders.
Collaborate with internal teams to ensure smooth execution of client needs and service delivery.
Assist in onboarding new clients and guiding them through initial processes and expectations.
Support the development of strategies to enhance client retention and overall engagement.
Qualifications
Qualifications
Strong communication and interpersonal skills with a client-focused mindset.
Ability to manage multiple priorities with professionalism and attention to detail.
Problem-solving attitude with the ability to think proactively and offer solutions.
Organizational skills and the ability to maintain accurate records and correspondence.
Confidence in collaborating with cross-functional teams to support client objectives.
Additional Information
Benefits
Competitive salary range of $56,000 - $60,000 annually.
Professional growth and advancement opportunities within the company.
Skill development through ongoing training and internal support.
Dynamic and supportive work environment.
Comprehensive benefits package.
Client Relationship Manager
Relationship manager job in Hallandale Beach, FL
- Consistently hit revenue targets to fuel the growth of this exciting start-up - To learn about your industry, your relevant therapeutic area, client base and competitors becoming the expert in your field - Understand our tried and tested sales process, with ongoing support from staff and training materials
- Outbound calls to potential clients, focusing on driving revenue through our six key products
- Advise clients on forthcoming product developments, ensuring that we are staying at the cutting edge of innovation in our field
- Objection handling to support our clients in finding the perfect project
- Review your own performance and meet KPIs, with support from our operations team to ensure efficiency
- Once hitting target, opportunity to visit clients and represent the company at exhibitions, events and congresses (will include domestic and international travel congresses and clients)
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Bachelors degree in the life sciences field
- 0-2 years telesales experience (Business to Business Sales)
- Target/KPI driven: Confident with picking up the phone and making sales calls to Director level clients
- Quick-thinking, positive and persuasive
- An articulate and expressive communicator
- Desire to progress your career and be the top sales person in the group
- Driven to improve personal development, which will impact professional development
- Desire to be an expert within the industry and have a 'Gold Medal Winning' approach to the role - Ideally operating in a publishing, healthcare or pharma industry (Desirable)