Relationship manager jobs in Fremont, CA

About Us We are a global, AI-led IT Systems Integrator and Consulting firm that helps enterprise and upper-midmarket organizations turn complex technology landscapes into a competitive advantage. By harnessing the power of automation and AI, we enable our clients to unlock the full potential of their data and transform technology into a strategic asset-making their businesses smarter, faster, and future-ready. Our practices span Data & AI, Integration & Automation, and packaged enterprise platforms such as SAP, Salesforce, and Oracle. We deliver project-based implementations, specialized staffing, and multi-year managed services that drive measurable business outcomes. As we continue to grow, we're seeking an experienced Customer Success Manager (CSM) to support and grow our existing client base in the Bay Area. Role Overview The Customer Success Manager (CSM) is responsible for retaining and growing a defined portfolio of existing enterprise customers. You'll own gross and net revenue retention (GRR/NRR), drive adoption and value realization, and manage executive relationships post-sale. Working with Client Partners, this role bridges delivery and account growth - ensuring operational excellence, governance, and measurable business outcomes across our customer portfolio. You will also collaborate closely with delivery leadership, and architects to identify expansion opportunities and continuously elevate the client experience. Key Responsibilities Retain and grow a named book of enterprise accounts focused on GRR/NRR, adoption, and executive relationships post-sale. Coordinate cross-functional teams (architects, engineers, SMEs, vendors) to deliver outcomes and exceed customer expectations. Build and execute outcome-based success plans that align client objectives to service delivery and measurable KPIs. Oversee managed services operations: planning, backlog, release cadence, incident/problem/change governance, and SLA/SLO stewardship. Analyze, Identify, and Mitigate customer churn and project risks to improve performance and drive adoption. Identify and shape expansion opportunities-add-on projects, managed service tiers, training, or enablement-and partner with Sales on commercials and change orders. Build stakeholder maps and executive narratives that translate technical progress into business value and future investment opportunities. Qualifications 4-8 years in Customer Success, Account Management, or Service Delivery within IT consulting or systems integration environments. Proven success in renewals and expansion with referenceable client outcomes. Strong executive presence and communication skills - able to synthesize technical insights into business context. Comfort operating in managed services models, including SLAs, governance, and service metrics. Proficiency with opportunity management within a CRM system Able to interpret dashboards, logs, and APIs to validate engagement health. Bachelor's degree required; technical or business background preferred. Willingness to work in the San Jose office and/or travel up to 50% within the region for workshops, QBRs, and relationship building. Why Join Us AI-led consulting firm shaping the future of enterprise technology services. Strategic post-sale role with visibility across delivery, sales, and executive leadership. Competitive compensation with bonus and growth incentives. Collaborative, entrepreneurial culture with opportunities for career advancement. Work with top-tier enterprise clients on cutting-edge data, AI, and integration initiatives. Flexible hybrid model with strong local team and executive support. Ready to help our customers succeed and grow with us? If you're passionate about driving measurable client outcomes and enjoy blending delivery excellence with strategic account growth, we'd love to meet you. 👉 Apply now or reach out directly for a confidential conversation.

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.

```html About the Company Aulisa Medical USA, Inc., a leading innovator in the medical device sector, committed to enhancing patient care through innovative technology and exceptional service. Our products are wearable, wireless, continuous patient vital-sign monitoring systems, and they are 510(K) cleared. We are expanding our team to drive growth and innovation in the digital sales landscape. About the Role As the Sales Manager/Director for Consumer Channels, you will spearhead our digital sales initiatives, focusing on expanding our reach to Consumers, clinics, and healthcare providers. This role combines strategic leadership with firsthand sales execution by sales online to achieve revenue targets and foster long-term client relationships. Responsibilities Digital Sales Strategy: Develop and implement comprehensive online sales strategies to promote our medical devices across digital platforms, including Amazon.com, Facebook, Aulisa.com (our own Website), and other multi-media platforms. Lead Generation & Conversion: Utilize digital marketing tools to generate sales, nurture prospects, and convert them into loyal customers. Performance Goals: Set measurable objectives for sales growth, including revenue targets and customer acquisition metrics tailored to each digital sales channel. Regularly evaluate progress and adapt strategies to optimize results. Training and Development: Provide training for staff on effective online sales practices, ensuring the team is equipped with the latest tools and techniques for engaging digital audiences. Product Demonstrations: Conduct virtual product demonstrations and webinars to educate Hospital Sales channels colleagues and customers on the benefits and applications of our devices. Managing customer service inquiries: from all channels (website, distributor, sales team, etc.) ensuring prompt responses (call customers for products' troubleshooting), and conducting follow-up correspondence. Market Analysis: Monitor digital sales trends and competitor activities to identify opportunities for growth and differentiation. Team Collaboration: Work closely with marketing, product development, and customer support teams to ensure effective online sales. Qualifications Experience: Minimum of 5 years in online sales or digital sales, within the medical device or healthcare industry. Experience of selling medical devices online on Amazon.com, Facebook, etc. and Aulisa's own website, is required. Education: Bachelor's degree in business, Marketing, Healthcare, or a related field. Required Skills Proficiency in CRM software, digital marketing tools, and Microsoft Office Suite. Effective communication and negotiation skills are essential. Preferred Skills Knowledge of FDA regulations and healthcare industry standards. Initiative-taking, results-driven, with a passion for healthcare innovation and customer success. Pay range and compensation package Competitive salary and commission with performance-base (Annually $100K -$150K). Equal Opportunity Statement Aulisa Medical USA, Inc. is committed to diversity and inclusivity in the workplace. How to Apply: Please submit your resume and a cover letter detailing your relevant experience to *********************. ```

Our client, a leader in the medical device industry, is looking for a Regional Sales Manager to spearhead growth across Northern California and Reno, NV. If you're a proven sales leader with experience in acute care medical device sales, this is your opportunity to step into a high-impact role with an established market leader! 💼 What You'll Be Driving: 🔹 Sales leadership across Vascular, Urology, Skin Health, and Respiratory specialties 🔹 Business development within IDNs and hospital systems 🔹 Team growth through mentorship, training, and development 🔹 Clinical support for reps in trials, in-services, and executive-level hospital engagement 💰 Compensation & Perks: 💲 Competitive six-figure base salary + performance bonus 📈 Total compensation potential $220K-$320K 🚗 Car allowance + travel reimbursement ✅ Full benefits package ✈️ Travel required (50-70% of the time) 📋 What We're Looking For: ✔ 2-3+ years of sales management experience in acute care medical device sales (preferred) ✔ Track record of quota-carrying success as a rep ✔ Experience with IDN business development and clinical program strategy ✔ Skilled in building, mentoring, and motivating teams ✔ Strong presence with executive-level hospital decision makers ✔ Ability to thrive in a fast-paced, field-based leadership role 📍 Where You'll Be Based: Must live in the San Francisco Bay Area (SF to San Jose) or the Sacramento metro area Territory covers Northern California + Reno, NV If you're a proven sales leader ready to take your career to the next level, we'd love to hear from you! 📩 Send your resume to ******************************* or apply today!

Our client, a luxury womenswear brand focused on cashmere, silks, etc. is looking for a well-versed, luxury Multi-Store Sales & Client Relations Manager to oversee sales operations across two luxury apparel locations in San Francisco. Salary: Starting at $80k (Plus commission) Dependent on experience Location: San Francisco, CA Type: Permanent, Full-Time role Store Hours: Tues. - Sat. This role is ideal for a sophisticated professional with exceptional communication skills, a customer-first mindset, and the ability to drive business growth in a high-end environment. While this role does not include direct team management, it involves overseeing customer correspondence, projects, events, and operational processes across both San Francisco store locations. Key Responsibilities Manage the client experience and correspondence across two store locations, ensuring seamless service and follow-through. Act as a liaison between customers, staff, and leadership to maintain the brand's elevated standard of service. Identify opportunities to expand the client base and grow revenue through relationship building, outreach, and strategic initiatives. Lead and manage special projects that support sales operations and enhance the overall client experience. (Events, Brand collaborations, etc.) Serve as a trusted partner in problem-solving, ensuring challenges are addressed with professionalism and discretion. Maintain strong knowledge of product offerings, brand history, and the luxury apparel market to communicate effectively with discerning clients. Qualifications Prior experience in luxury retail, high-end apparel, or a related industry. Strong business acumen with proven ability to identify growth opportunities. Excellent communication skills - eloquent, elegant, and customer-focused. Highly organized, detail-oriented, and adept at managing multiple priorities across locations. Critical thinker and proactive problem solver. Professional presence and confidence working with high-profile clientele.

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 ideal candidate is a motivated, well-organized individual. The Sales Manager is responsible for driving sales growth by identifying and securing new business opportunities while nurturing existing client relationships. Their focus will be on promoting our landscape services, understanding client needs, and providing tailored solutions to meet their landscaping requirements. Role and Responsibilities: • Identify and pursue new sales opportunities within the landscaping sector • Generate leads through various channels such as networking, cold calling, referrals, and industry events • Cultivate and maintain strong relationships with clients by understanding their needs, providing exceptional service, and offering solutions that align with their goals • Collaborate with clients to understand their specific needs and preferences • Present and tailor proposals that demonstrate our capabilities and address client requirements effectively • Contribute to the development of sales strategies, including pricing models, promotional activities, and market positioning, to increase the company's market share and revenue • Work closely with the operations and design teams to ensure seamless execution and delivery of projects • Coordinate effectively to meet client expectations and deadlines • Stay updated on industry trends, competitor activities, and market demands • Use this information to adjust sales tactics, improve service offerings, and identify potential areas for growth • Reporting and Forecasting • Maintain accurate records of sales activities, prepare regular sales reports, and provide forecasts to management regarding potential sales volumes and revenue Qualifications/ Skills: • Demonstrated success in sales within the landscape industry or related field • Strong understanding of landscaping products, services, and industry practices • Excellent verbal and written communication skills to effectively engage with clients and team members • Ability to negotiate and close deals while maintaining client satisfaction • Self-motivated with a focus on achieving and exceeding sales targets • Ability to collaborate effectively with cross-functional teams to ensure successful project execution

LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed. Join us to transform the way the world works. Job Description At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team. LinkedIn's Sales Solutions team is dedicated to changing the world of sales through the use of Sales Navigator, our flagship product that connects and builds mutually beneficial relationships between buyers and sellers. As a Relationship Manager, you will lead the expansion of our client base and use your strategic social selling skills to educate prospective customers on the benefits and value of Sales Navigator. You will serve as a trusted adviser, share insights and continually seek opportunities for growth to make your customers as strong and successful as possible. Responsibilities: Learn about LinkedIn's platform, products and associated tools (e.g. SFDC) Effectively communicate the LinkedIn Sales Solutions value proposition and elevator pitch to inspire your clients to embrace a new method of connecting value to customers Make discovery calls and confirm meetings with key decision makers that will generate revenue Create a pipeline of reasonable opportunities and reliable forecasts in a transparent manner Develop and execute strategic plans for the territory that will evolve and improve our sales process Listen to the needs of the market and educate the product and marketing team Deliver, and preferably exceed, against quarterly and annual revenue targets Qualifications Basic Qualifications: 6+ years of relevant sales experience Preferred Qualifications: Experience with SaaS sales, consultative sales, consulting, or relevant Experience in relationship management speaking to C-level users Proven history of overachieving quota and driving results in a high-growth company environment Excellent communication, negotiation, analytical and forecasting skills Possess deep relationships with senior sales leadership Demonstrated ability to find, manage and close high-level business sales Ability to use competitive selling to position company products against direct and indirect competitors Ability to gather and use data to inform decision making and persuade others Ability to assess business opportunities, read prospective buyers and develop compelling strategies Suggested Skills: Negotiation Analytical and Forecasting Decision Making Communication LinkedIn is committed to fair and equitable compensation practices. The pay range for this role is $157,000 to $240,000 USD OTE. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor. The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit ************************************** Additional Information Equal Opportunity Statement We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to: Documents in alternate formats or read aloud to you Having interviews in an accessible location Being accompanied by a service dog Having a sign language interpreter present for the interview A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response. LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information. San Francisco Fair Chance Ordinance Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records. Pay Transparency Policy Statement As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: ******************************** Global Data Privacy Notice for Job Candidates Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: ******************************************** Equal Opportunity Statement We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at [email protected] and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to: Documents in alternate formats or read aloud to you Having interviews in an accessible location Being accompanied by a service dog Having a sign language interpreter present for the interview A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response. LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information. San Francisco Fair Chance Ordinance Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records. Pay Transparency Policy Statement As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: ******************************** Global Data Privacy Notice for Job Candidates Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: ********************************************

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

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. 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 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

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 San Francisco, CA 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: *********************************************************************

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

Job Description Frost Brown Todd LLP is currently seeking a full-time Counsel - Client Engagement Terms to join our firm. This individual will be responsible for reviewing, revising, and sometimes negotiating client terms of engagement for both legal and non-legal engagements, including outside counsel guidelines, firm-drafted engagement letters, client-drafted engagement letters, professional services agreements, nondisclosure agreements, business associate agreements, requests for proposal, and similar documents. Key Responsibilities: Review, analyze, and revise documents that establish the terms of engagement for the firm's client relationships to ensure legal compliance, accuracy, and alignment with the firm's objectives. Such documents include outside counsel guidelines, engagement letters, professional services agreements, nondisclosure agreements, business associate agreements, requests for proposal, and similar documents. Coordinate as necessary/appropriate with a team of subject matter experts (such as billing/finance, privacy, and information security personnel) in the review, analysis, and revision of terms of engagement. As requested by the Office of General Counsel or a relationship attorney, communicate directly and negotiate with clients concerning proposed revisions to terms of engagement. Use Intapp Terms to document accurately and comprehensively the status of all client terms of engagement. Identify, research, and correct errors, inaccuracies, and inconsistencies between client information and terms of engagement as found in relationship documents versus the client information and terms of engagement recorded in firm systems. Advise on legal risks associated with client-proposed terms of engagement and propose practical solutions to or compromises for those risks. Ensure compliance with applicable laws, regulations, professional responsibility rules, and firm policies in connection with terms of engagement. Perform other duties as assigned by firm's General Counsel, Deputy General Counsel, or Conflicts and Client Intake Counsel. Regular, predictable, and punctual attendance at the designated worksite. In person interaction with other FBT personnel, clients and/or representatives at the worksite. Job Requirements: JD degree and 3+ years of legal experience in a law firm. Active bar license in good standing in the individual's state of residence. Knowledge of and experience with contract negotiation, review of legal documents, and legal risk assessment. Strong analytical and critical thinking skills. Good working knowledge of Rules of Professional Conduct and ethics and risk management issues within a law firm. Experience with Intapp Terms strongly preferred. Experience with Intapp Conflicts and New Business is a plus. Excellent interpersonal and negotiation skills with the ability to effectively and diplomatically resolve points of disagreement with clients and relationship attorneys. Excellent organizational and priority setting skills, with the ability to work efficiently and independently on multiple projects with shifting priorities and tight deadlines. Ability to effectively present information in one-on-one and small group situations. Demonstrated commitment and adherence to maintaining the highest level of confidentiality. Frost Brown Todd offers a competitive salary and a comprehensive benefits package including medical (HSA with employer contribution or PPO options), dental, vision, life, short- and long-term disability, various parental leaves, well-being/EAP, sick and vacation time as well as a generous 401k retirement package (with matching and profit-sharing benefits). The pay range for this role accounts for the wide range of factors considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. For applicants physically based in either California or Washington, D.C., a reasonable estimate of the current annual range is $155,000-$173,000. For applicants physically based in Denver, a reasonable estimate of the current annual range is $140,000-$167,000. Actual pay will be determined based on skills, relevant experience and other job-related factors, consistent with applicable employment laws. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Consistent with the requirements of applicable state and local laws, including San Francisco Fair Chance Ordinance and City of Los Angeles Fair Chance Initiative for Hiring Ordinance, Frost Brown Todd will consider for employment all qualified applicants, including those with arrest and/or conviction records. Frost Brown Todd is fully committed to equality of opportunity in all aspects of employment. It is the policy of Frost Brown Todd to provide equal employment opportunity to all employees and applicants without regard to race, color, religion, national or ethnic origin, military status, veteran status, age, gender, gender identity or expression, sexual orientation, genetic information, physical or mental disability or any other protected status. The application deadline for this position is December 1st, 2025.

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 in the western United States. 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 on the client site in Pleasanton, California on a regular basis, 3 to 5 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%. The Cognizant community: We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive. * Cognizant is a global community with more than 300,000 associates around the world. * We don't just dream of a better way - we make it happen. * We take care of our people, clients, company, communities and climate by doing what's right. * We foster an innovative environment where you can build the career path that's right for you. About us: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at ***************** Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws. Disclaimer: Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible. As a Sr. Client Partner at Pinterest, you will develop and grow relationships with some of our most strategic and largest advertisers. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success. We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Partner position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams. What you'll do: Retain and grow partner relationships, ultimately driving Pinterest revenue. Build strong relationships with clients, agencies, C-suite, and key stakeholders both internally and externally. Demonstrate leadership and a deep understanding of client business goals and industry trends. Develop tailored media strategies to drive adoption of Pinterest ads. Position Pinterest as a key platform by highlighting ad performance and impact. Identify and communicate new growth opportunities to expand client partnerships. What we are looking for: Proven experience building long-term partnerships and successful negotiations. Experience working with executive-level business and marketing leaders. Analytical thinker, skilled at turning data and trends into clear strategies for growth. Track record of meeting revenue goals and fostering ongoing partnership growth. Success working in fast-paced, collaborative, and high-performance environments. Bachelor's degree in Digital Media, SaaS Sales, or related field, or equivalent experience. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 1 time per week and therefore needs to be in a commutable distance from our San Francisco, CA or Chicago, IL or San Francisco, CA offices. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. #LI-HYBRID #LI-AS5 At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only$79,198-$163,055 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.

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: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Palo Alto,CA $150,000.00 - $150,000.00 / year

About Us: We are a quickly growing computer repair and sales center located in the heart of San Francisco. We have an immediate opening for an entry level, full time Customer Relationship Management position. This is a great opportunity to work in a fun, dynamic, fast-paced, and challenging environment with opportunity for advancement. Essential Duties and Responsibilities: The main duties include but are not limited to: Answering and returning phone calls, voicemails, and emails Receiving customers for repairs and sales Craigslist, E Bay, and Amazon posting and management Creating ads for POP and promotions Sales and repair lead follow up Database/ POS system updating In person, phone, and email customer service Front of house organization Maintaining a safe and clean work environment Systemization of maintenance responsibility delegation Maintaining a professional image and attitude Receiving and preparing shipments Accessory inventory management, restocking, pricing, and labeling Managing RMA for malfunctioning items Restocking of office supplies General errands and other tasks Special Skills, Experience, and Requirements: Experience and strong interest in Apple Macintosh hardware and software Strong sales and customer service background Exceptional organizational skills Proficiency of Apple Macintosh software and software configuration Proficiency of Windows XP, Windows Vista, Windows 7 software, and Windows 8 configuration Proficiency in MS Word and Excel Some knowledge of Adobe Photoshop Knowledge of E Bay, Craigslist, PayPal, and Amazon CA state issued drivers license required Reliable transportation to and from work Must be able to lift 40 LBS Must be willing to work overtime to finish a job Passionate about helping people Passionate about technology, computers and learning new systems Drug and Alcohol Free (Must be able to pass a drug test and background check) This job is VERY dynamic and requires a great amount of professionalism and attention to detail. It will require you to be on your toes 100% of the time. All of our client's needs must be handled in an urgent manor while keeping all other priorities in mind. As a growing business there will be opportunity for advancement, opportunity to manage others, and opportunity to grow as an individual. You will become more productive, your mind will become sharper, you will be able to multi-task more efficiently, and you will be able to handle stress more effectively. You will also learn a great deal about technology, business, management, leadership, and organization. We are a relatively new but growing company. We need the next employees we hire to be a staple in what makes this company successful. This will require you to be in it for the long haul. Don't think of this as just another job. Think of it as the beginning of your career. Please send a detailed cover letter describing why you would be a good fit in our company as well as a copy of your resume. Please no drop-ins or calls. We will contact you if we decide to start the interviewing process.

DESCRIPTION Ideal is a recession-resistant, locally operated organization with over 50 years of experience saving the spaces that shelter, teach, heal and change the world. It is where extraordinary people gather to do their best work, advance their careers, and provide a unique client experience. If you're passionate about making an impact and being part of one of the industry's most diverse and innovative teams, consider a career with us. ABOUT THE JOB Ideal is looking for a passionate Client Solutions Manager to help us achieve our next growth stage. This is a Full-Time role, reporting to the Director of Sales & Marketing. As a member of the Sales team, this key individual will partner with property operators in the commercial, healthcare, life science, multifamily, and affordable housing markets, is passionate about nurturing relationships, and thrives on hunting and closing new deals. WHO ARE YOU? Ideal's mission and purpose inspire you. You're steeped in the culture of Bay Area property operators. You're dynamic, results-driven, comfortable in a high-paced environment, and passionate about providing the best internal and external client experience. You're a go-getter with grit, resilience, confidence, and a sense of urgency to make things happen. You're an organized, problem-solving manager. You love fine-tuning your craft and learning new strategies for driving overall performance. You're on top of your schedule and tasks. You manage your calendar and CRM and keep your systems up to date to ensure tasks are completed on time. You're passionate about finding ideal clients, closing new deals, and increasing revenue from our current clients. Selling is what you do best, and you love the thrill of the hunt. You're communicative and trustworthy. As a relationship-builder with your clients and teammates, you measure your success mainly by the success of those around you and care deeply about helping them. You're an experienced, creative, and fun-loving leader who thrives working with others to make things happen. You're ready to grow, knowing true mastery requires commitment, effort, thoughtful feedback, personal reflection, and implementing the lessons learned. WHAT'S THE JOB? Your mission is to care for our existing clients and close deals with new clients to drive toward our revenue goals. You'll constantly be finding "Ideal" clients. From attending industry events to asking for referrals from existing customers, you are focused on finding people with problems we're good at solving and understanding the results they're looking for to evaluate if Ideal can help. You'll close new deals by taking them through a journey from prospect to client. You'll be focused on increasing revenue with existing clients and continually identifying and connecting with callers at new and existing client locations to increase Ideal's wallet share. You're the competition expert. You'll masterfully articulate Ideal's key differentiators in every context, knowing what sets us apart from the competition and why savvy property operators prefer Ideal every time. You'll be focused on setting your teammates up for success. You'll collaborate with the team to ensure we provide an ideal client experience. You'll be an integral team member working with sales leadership to generate new ideas and enter new markets. WHAT ARE WE LOOKING FOR? Three years + of experience in relationship sales with an emphasis on business development; a degree in business/communication is a plus but not required. A well-established set of contacts among facility and property managers in the Bay Area; South or East Bay preferred Proficiency with Google Workspace and CRM software (e.g., HubSpot.) Experience in property management, facilities, construction, or restoration is a plus. Attentive to detail with solid strategic problem-solving skills. Accountable, proactive, and thoughtful. Able to work independently and as part of a team. Skilled oral and written communicator in all types of situations with all stakeholders; excellent presenter in person and virtually. Valid California Driver's license with a minimum of three years of driving experience - must have a satisfactory driving record with no DUIs and be insurable under standard insurance rates. Research shows that while men apply to jobs when they meet an average of 60% of the requirements, women and other underrepresented people tend to apply only when they match every criterion. If you have what it takes, but don't necessarily meet every check box in this job description, we encourage you to still apply. We'd like to learn more about you and see if you could be a great fit for Ideal. PHYSICAL REQUIREMENTS These requirements are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or without reasonable accommodation: Able to stand, bend, kneel, reach, stoop, and occasionally lift and carry up to 30 lbs. Constantly operate a computer (including typing, reading) Frequently remain in a stationary position for extended periods of time Constantly communicate in-person, virtually, and from a range of distances Able to drive and have access to reliable transportation to get to the corporate offices. BENEFITS & COMPENSATION Annual base salary of $80,000 - $90,000 (DOE) + commission, car allowance, gas card Generous medical, dental and 401k other ancillary benefits are available for employees and their dependents. Ideal covers 90% of employees and 25% of dependent medical insurance premiums. WORK LOCATION The San Francisco Bay Area 1499 Evans Ave, SF, CA 94121 HOW TO APPLY Apply Here NOT READY TO APPLY? 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