Relationship manager jobs in Dublin, CA

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.

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.

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.

Drive sales through personalized wireless solutions and customer education. Premium Retail Services operates in more than 1200 Walmart Supercenter locations across North America, with a dedicated sales team of more than 3,000 Wireless Sales Pros. We are currently seeking a Full Time Sales Manager to join our Wireless team in Napa, CA. Prior sales experience or existing knowledge of the wireless category is not mandatory, but you must be driven to learn. We will teach you everything you need to know about wireless plans, services, devices, and promotions through ongoing in-store, as well as online, training. What you will do: Oversee a team of Wireless Sales Pros, providing recruitment, leadership, coaching, guidance, mentoring, and development achieve sales and business targets in 3-4 retail locations. Inspire and motivate teams to meet or exceed assigned sales targets and established KPIs. Exemplify a player-coach approach by setting the sales and training standard for top performance in your market. Lead recruitment efforts and executes strategies to maintain top-quality talent across all assigned locations. Embody the model of professionalism, work ethic, and determination for both Premium, the client, in-store management and associates. What is in it for you? Reward: Exceptional earning potential including a base salary plus a monthly performance-based bonus and commission. Full benefits package: Paid time off, group health, life and disability insurance, tuition reimbursement, and 401(k) retirement savings plans (with match). Tools for Success: We will train, coach & support you to help you succeed in your role. Upward Mobility: With more than 1,200 locations, we provide excellent career-advancement opportunities within the program and beyond. If you meet these qualifications, we'd love to meet you: Two years of experience in sales and consistently surpassing sales objectives is an asset. Prior leadership experience preferred. Prefer candidates who have a knack for all things wireless. We're seeking a wordsmith with exceptional communication skills-both spoken and written! Demonstrated excellence in multitasking, demand management, problem-solving, and organizational skills. Who we are: Premium Retail Services is a part of Acosta Group - a collective of the industry's most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey. Since 1985, Premium has been a top provider of sales and merchandising services, reshaping retail through innovation and excellence for hundreds of renowned brands across retail categories. With 12,000+ employees across the U.S. and Canada, we are a people-first company, and we strive to ensure our team members enjoy their jobs, feel valued, and emulate our core beliefs - that's why we frequently promote from within. We encourage our employees to innovate and expand new horizons, making internal development our cornerstone. Find your place at Premium - whether it's merchandising, sales or brand advocacy, there's a spot for you on our team. We empower you to Discover Your Path and fully embrace BEING YOU as you shape your journey with us. At Acosta Group, we value equal opportunity in employment practices and career progression. We are dedicated to fostering a diverse, inclusive workforce, and provide equal employment opportunity for all applicants and employees. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race/ethnicity, gender/gender identity, disability, veteran status, or any other basis protected by federal, state, and local laws. As an equal-opportunity employer, Acosta Group will provide reasonable accommodations for applicants with physical or mental disabilities to complete applications or interviews for employment. If reasonable accommodation is needed to participate in the job application or interview process, please contact ***************************. By applying, you agree to our Privacy Statement and Terms of Conditions. US: ******************************************** ************************************* Premium is an Acosta Group Agency. To learn more about Premium click here **********************************

Center Sales Manager @ Expansive Flexible Workspaces | B2B Sales | High Growth Industry At Expansive, we're more than workspace providers-we're community builders. With 40+ locations across the U.S. and more than 3.8 million square feet of private offices, suites, and meeting spaces, we help businesses grow in dynamic, design-forward environments. We're growing fast-and we're looking for a Center Sales Manager who's ready to grow with us. What You'll Do As a Center Sales Manager at Expansive, you'll be both a strategic seller and local market leader-balancing high-volume outreach with deep client relationships and local market intelligence. Here's how you'll impact: Lead with Energy: Own the full sales cycle-from business development outreach/lead generation to conducting high-converting workspace tours and closing deals. Your energy will set the tone for client experience. Prospect Like a Pro: Build and maintain a robust pipeline through local business development, outbound sales, broker partnerships, and attending community networking events. You'll be a familiar face and trusted name in your market. Deliver Personalized Tours: Engage prospects in powerful, personalized workspace tours that highlight Expansive's full range of offerings-from private offices to full-floor suites-tailored to their growth needs. Manage CRM with Discipline: Accurately track sales activity, client notes, follow-ups, and forecasts in the CRM. Ensure no opportunity slips through the cracks and your pipeline is always healthy. Be the Local Expert: Stay ahead of competitive offerings, local trends, and shifting client needs. You'll be the go-to source for workspace intelligence in your territory. Support Client Onboarding: Partner with your Community Hospitality Associate to ensure smooth move-ins and create a warm welcome for new clients. Your job doesn't end at close-it starts a relationship. Drive Retention & Growth: Check in regularly with existing clients to foster satisfaction and upsell where applicable. You're not just selling space-you're selling long-term value. Client Experience & Hospitality Support: Partner with your Community Hospitality Associate to ensure a polished, welcoming, and professional center experience Champion the Expansive Brand: Represent our values of community, flexibility, and entrepreneurial thinking in every interaction. People will associate your professionalism with our brand experience. What You Bring 2+ years of B2B sales experience with a proven track record of success-bonus points for coworking, real estate, hospitality, or tech industry backgrounds. Confident closer with strong prospecting, needs analysis, negotiation, and objection-handling skills. Tech-savvy and organized-comfortable using CRM platforms (HubSpot preferred); experience with Yardi KUBE is a plus. Entrepreneurial mindset with the ability to adapt, self-manage, and exceed expectations. Strong communication skills and a passion for connecting with people. Why You'll Love It Here Competitive base salary + uncapped commissions Generous PTO, Paid Holidays + Milestone Awards Medical, Dental, Vision 401(k) with company match Annual Sales & Marketing Retreat Culture that's fast-paced, collaborative, and fun Compensation Base Salary of $80,000 On Target Earnings for Year One (base + commission): $95,000 Join Us If you're a high-energy, community-focused sales professional who wants to make an impact and build something meaningful, we want to meet you.

About the team The Business Integrity team plays a critical role in developing technologies and driving initiatives to mitigate risks in Ads and Commerce and to ensure advertiser quality on the TikTok platform. About the role This Product Operations role sits within the Integrity Product & Client Solutions team in Product. You will be fully responsible for supporting business growth objectives, unlocking key opportunities, while ensuring the integrity of the platform and processes are optimized. You will ensure the integrity related products, technologies and processes enable TikTok to manage and mitigate the risks associated with advertising. Responsibilities * Design end-end integrity solutions for monetization products and verticals to ensure TikTok Ads are safe and appropriate, and to support the business in unlocking revenue opportunities and ensuring client experience. * Work closely and build trusted relationships with cross-functional partners, including TikTok Monetization Product, Trust and Safety, TikTok Shop and Integrity Product/ Operation/Data science/ Engineering/ Algo/ Policy teams. * Proactively identify and resolve Ad integrity related issues in our products and processes; translate problems into tangible and feasible solutions to drive growth, efficiency, experience and to manage risk and quality. * Develop and manage the integrity solution roadmap for your appointed Ad product or vertical; define and execute launch/ go-to-market strategies. * Write clear product requirements and partner with technical / engineering teams to deliver them. * Prioritize business requirements to ensure you are working on the most impactful projects. * Anticipate growth and support headcount capacity planning and accurate forecasting for appropriate integrity coverage Minimum Qualifications * Bachelor's degree or above or equivalent education/work experience in Ad integrity or Risk control space. * Ability to communicate in Mandarin fluently as the role involves communication with Mandarin-speaking stakeholders * 5 years of extensive experience in complex coordination, program management, product management, product operations, large-scale commercial business risk control or technology/solution consultancy * You're entrepreneurial. You're self-driven and organized. Comfortable working in ambiguous yet fast-paced environments and passionate about building solutions that scale. * Experienced in stakeholder management, strong influencing skills and proven ability to build trusted partnerships. With proven business analysis skills, you have the ability to bridge technical and business to ensure alignment. * You have a deep interest in developing and growing business opportunities by solving customer problems and proactively identifying opportunities to optimize products and processes * Highly data-sensitive, you are capable of in-depth interpretation through data analysis. You own key business integrity metrics across efficiency, quality, risk and experience. Preferred Qualifications * Experience supporting product launches in multiple markets * An in-depth understanding of advertising business, content business and its related technologies * Interest/ exposure to key verticals such as eCommerce, Fintech, AI * Service delivery/ operations/ technical background * You have a strong innovative spirit and learn fast! You are serious about delivering impact to the business. You are someone who finds joy and takes pride in the work you do.

Requisition ID # 169551 Job Category: Customer Support / Operations Job Level: Individual Contributor Business Unit: Customer & Enterprise Solutions Work Type: Hybrid PG&E's ability to lead the nation in delivery of safe, reliable and affordable gas and electric service to 15 million customers, across a 70,000 square mile service territory requires unrelenting operational excellence and seamless coordination across the 23,000 employees that work together to deliver on this promise. PG&E's Business Energy Solutions (BES) organization is responsible for managing PG&E's relationships with its large, medium and small business customers. The organization is charged with delivering PG&E's programs and services, achieving energy savings' goals, and resolving complex gas and electric service issues. BES is the internal advocate for its customers and drives continuous improvement to enhance customer satisfaction through exceptional customer experiences. The organization plays a significant role in the business customer experience with the entire suite of PG&E products, programs and services - driving growth, energy efficiency penetration, and industry leadership. Small businesses are vital to the local communities we serve and are a strategic, highly valued customer segment. 99% of Business Customers at PG&E are small businesses with over 300,000 accounts totaling 2.4 billion in revenue. Small business customers benefit from our purposeful support, advocacy and attention. PG&E strives to engage our small business customers in new and innovative ways to modernize their experience in the new, customer-centric and everchanging environment Position Summary Manages business relationships with assigned Commercial, Industrial, and Agricultural (CIA) customers, state and local government customers, trade professionals, and business groups and associations. Acts as primary point of contact for customers service-related issues and needs. Promotes and sells PG&E products and services to customers along with the coordination of appropriate economic attraction/retention or competitive issues. Informs and advises customers on regulatory and legislative issues and other matters that have a direct impact. This position manages the Small Business Engagement (SBE) customer relationship across a variety of segment types in an assigned geographic area. The SBE advisor team serves our small business customers in a tailored and customer centric fashion, leveraging initiatives with our affinity and internal departments. The small business engagement team will serve our customers across PG&E's territory in multiple faucets such as phone, campaign and regional engagement. One of the tenets of the small business engagement teams is to provide a holistic and local experience for the customers by identifying and providing local, regional and state programs to help our small business customers thrive. The employees on the Small Business Engagement team add value through the education of company products and services and community resources to aid in the success of small businesses. Employees conduct outbound phone calls and campaigns to business customers in accordance with organizational objectives and strategies. You must be able travel at least 20% of the time to support customer/accounts. This position is hybrid, working from your remote office and Oakland, CA approximately once per week, or more, based on business needs and will be responsible for serving our Peninusula and San Francisco customers. PG&E is providing the salary range that can reasonably be expected for this position at the time of the job posting. This salary range is specific to the locality of the job. The actual salary paid to an individual will be based on multiple factors, including, but not limited to, internal equity, specific skills, education, licenses or certifications, experience, market value, and geographic location. The decision will be made on a case-by-case basis related to these factors. This job is also eligible to participate in PG&E's discretionary incentive compensation programs. Bay Area: $75,000.00 - 103,400.00 Job Responsibilities * Resolves billing, reliability and service issues for residential and SMB customers. Participates in identifying solutions and may participate in cross functional teams looking into process improvement. * Participates in Chamber/Community events, answering questions and representing company * Leverages / utilizes case process to resolve customer issues * Performs primary role of Customer Care Customer Strategy Officer at any level and is knowledgeable of Incident Command System policy and procedures. Performs the key role of communication lead for internal and external stakeholders * Customer Strategy Officer (CSO) Assignment - On Call Assignment to respective division * Performs all PSPS responsibilities to assigned division * Utilizes consultative sales techniques and action plans to maximize current and future sales success * Proactively manages ongoing relationships with customers. Identifies decision-makers and navigates and manages the decision-making process * Identifies and understands customer needs and problems, industry landscape, and risks and opportunities of multiple customer segments, channels, or technologies. * Determines potential programs or solutions which will benefit customers Qualifications Minimum: * Bachelors Degree or equivalent experience * Relevant experience, 3 years * Record of Clean Driving * ~Travel availability, frequent driving Desired: * Ability to use consultative sales techniques to match programs and solutions with customer needs. * Knowledge and understanding of how other companies have used various programs and solutions based on their unique needs. * Organizes and presents comprehensive recommendations to customers and peers * Thorough understanding and expertise in one or more industries or segments, and associated technical knowledge. * Skilled at sharing knowledge and expertise with business partners to identify industry trends, opportunities, need for tools, process or documentation to improve upon service, sales and programs. * An energetic and positive attitude with a passion to provide excellent customer service in a team environment * Proficient in Excel, PowerPoint, MS Word, Energy Insight (Salesforce) * Ability to manage multiple projects with demanding time constraints * Competency in operating safely and effectively, even when things are not certain, or the way forward is not clear * Competency in planning and prioritizing work to meet commitments aligned with organizational goals * Skill in making recommendations based on relevant expertise as needed to perform at the job level * Willing to work on call hours including nights and weekends to support local division teams during OEC activation

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Private Banking Relationship Manager in San Francisco or Menlo Park, CA. This role acts as the principal account and relationship manager for new and existing clients. Essential Functions: * Acts as the principal account and relationship manager for new and existing clients. * Focuses on generating, managing and servicing a portfolio of clients. * Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. * Responsible for credit analysis and proper loan structuring. * Responsible for maintaining a high level of client satisfaction. * Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. * Calls on existing relationships to review portfolios and makes recommendations as needed. * Other duties as assigned. Qualifications: * Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. * This position requires series 7, 63, 65 & California Life Insurance licenses. * Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. * Ability to display sound judgment. * Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. * Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. * Excellent interpersonal and communication skills, both verbal and written. * Commitment to a high degree of service quality. * Advanced computer skills including word processing and spreadsheet software. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.

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: *********************************************************************

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: 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.

The Client Solutions Manager for Meta's Global Business Group is a strategic and enthusiastic solution-driver who puts our customers at the core of everything we do. This is an outstanding opportunity to lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and can thrive in a dynamic, team-focused environment delivering against business goals. Minimum Qualifications * Advanced experience structuring and manipulating raw data into datasets for analysis * Expertise analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights * Demonstrated track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases * Demonstrated track record in leveraging data to develop broader prototyping solutions for the entire team * Demonstrated track record driving a book of business, increasing revenue and business performance * Experience delivering insights to both technical and non-technical audiences * Experience working with cross-functional teams * Experience influencing C-level executives and clients * Experience navigating ambiguity with agility to effectively lead complex and changing priorities * Proven understanding of the technology landscape * 8+ years of experience with online advertising/online media * Bachelor Degree Preferred Qualifications * Knowledge of SQL, relational databases, and/or statistical packages such as R, SAS, SPSS * Knowledge and experience with data querying (e.g., SQL, advanced excel/GSheet) * Experience with business case modeling and market/opportunity sizing * Experience with Meta's full suite of advertising solutions * Experience working cross-functionally with Product teams to improve products features and functionalities Responsibilities * Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners * Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) * Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies * Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth * Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders * Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations * Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership * Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments * Oversee account operations (e.g. troubleshooting issues, account set up, etc.) * Work and collaborate with a wide group of internal cross-functional teams to project manage complex workstreams * Travel as needed About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.

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.

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Private Client Relationship Manager at Capital Group.” The Private Client Relationship Manager role is responsible for the day-to-day management of the advisor's practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. This Associate will provide subject matter expertise in various areas to offer solutions to complex client matters. Additionally, this role will provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. Primary responsibilities/essential functions: Delivers impeccable service to clients, prospects, and centers of influence; ensures service plan is established and achieved. Establishes team's efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement. Designs and executes the value proposition for the practice, including the ideal client and target market. Co-builds and executes an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team's progress towards sales and service goals and KPIs. Partners with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation). Reviews practice metrics (for efficiency and measurement of sales success). Proactively manages client relationships including existing clients, prospects and COIs. Anticipates, executes, and prioritizes activities from prospects, centers of influence, and clients to ensure successful execution. Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management. Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities. In partnership with the PWAs, facilitates exercises that deepen trust and synergy across the team. Drives efficient execution of tasks across the organization. Prepares and delivers local Wealth Strategy Analyses. Curates and delivers asset allocation recommendations to PWA, clients and prospects. Participates in or leads projects related to practice priorities. “I am the person Capital Group is looking for.” You have a bachelor's degree. (required) Graduate degree preferred. You have a Series 65 or must obtain within 9 months of hire date. CFP preferred. You demonstrate initiative to anticipate client needs and identify sales opportunities. You demonstrate ability to plan process and work for a group or team to ensure work is completed in a timely manner and anticipate implications of decisions made and downstream impact. You demonstrate initiative by identifying and recommending solutions on complex and broad matters. You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. You demonstrate sound judgment in resolving matters of high complexity. You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts. You demonstrate ability to instill trust through self-confident interactions and in-depth financial and business acumen. You demonstrate ability to influence groups and/or more senior associates. You demonstrate learning agility and intellectual curiosity in areas of high complexity, ambiguity, and diversity. You demonstrate initiative by identifying issues and recommending solutions on complex and broad matters. You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group). You demonstrate ability to effectively plan and manage the work of others. You demonstrate the ability to identify, assess, respond to, and escalate risks or potential risks encountered through day-to-day activities. You demonstrate effective written, and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization. You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. You demonstrate the ability to lead and manage projects within the team. You demonstrate in-depth knowledge of financial services and exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area. “I can apply in less than 4 minutes.” You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Client Relationship Managers are key contributors to the commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager (Associate Director)** who will be responsible for a growing payer client located in the Sacramento and Oakland, California areas. Healthcare Payer Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must be able to be at the client site in Sacramento, California or Oakland, California on a regular basis, 2 to 3 days per week. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L · Manage accountability against Measurable Revenue/Profit Growth within set timelines · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Education** · Bachelor's degree or MBA OR equivalent combination of education, training, and experience. **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a diverse, highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation:** The BASE SALARY for this position $150,000 - $170,000 + Annual Target Bonus of 30%. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Seeking a dynamic Client Partner to nurture existing large, strategic retail customer relationship. This leadership role will be responsible for managing existing customer relationships and P&L. This role will be responsible for building strong client relationships and engaging in solution-oriented consultative selling: * Nurture existing relationships and develop new stakeholder relationships at CxO level. * Drive customer success and elevate TCS' positioning as a partner. * Define business plans and manage the P&L by expanding existing account portfolio through effective client engagement and consultative selling. * Leverage industry knowledge and awareness of technology trends to maximize business results. Qualifications: (Please list all required qualifications) Click here to enter text. * Minimum of 13 years total professional work experience * 10 years+ of proven success in Retail IT services delivery or consulting, including a minimum of 2 years P&L management experience * Experience in engagement with C-suite level executive stakeholders * Strong communication, executive presentation skills to articulate compelling solution narratives and differentiated value propositions tailored to client business objectives. * Experience in consultative selling, business case development (ROI, TCO, payback analysis), and value-based pricing and contract strategies. * Understanding of retail domain, including merchandising, pricing, inventory, e-commerce, loyalty, personalization, and supply chain. * Bachelors / Masters or an advanced degree in tech or a related field is a plus. Salary Range: $130,200 - $203,000 a year #LI-AD1

Job Description TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company's brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles. Requirements Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results Familiarity with industries such as restoration, property management, construction, or related fields is preferred Benefits Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.

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.

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: *********************************************************************