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  • Neuroscience Account Manager - Psychiatry - East Bay, CA

    Lundbeck 4.9company rating

    Relationship manager job in Oakland, CA

    Territory: East Bay, CA - Neuroscience Target city for territory is Oakland - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Oakland, Vallejo, Davis, Brentwood, Livermore, Fremont & Milpitas. 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 Neuroscience Account Manager, you lead the promotion of our psychiatry portfolio to Psychiatrist and Institutional Accounts such as community mental health centers and hospitals, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Neuroscience 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 4+ 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 Demonstrated skills at building and maintaining professional relationships with key customers, office staff and others in the customer influence network 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: 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 calling on customers at a variety of call points, including offices, community mental health centers and hospitals Sales experience with buy & bill/injectable products 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 qualifications, skills, competencies and proficiency for the role. Salary Pay Range: $135,000 - $175,000 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.
    $135k-175k yearly 20h ago
  • Psychiatry Account Manager - Stockton, CA

    Lundbeck 4.9company rating

    Relationship manager job in Stockton, CA

    Territory: Stockton, CA - Psychiatry Target city for territory is Stockton - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Fremont, Stockton, Elkgrove, San Ramon, Pleasonton and Hayward. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Previous experience within a specialty product sales force Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is specifically for those potential hires who will work or reside in the state of California, if selected for this role, and may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $155,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
    $117k-155k yearly 3d ago
  • Relationship Manager

    Bank of San Francisco

    Relationship manager job in San Francisco, CA

    Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Location: San Francisco, CA Job Responsibilities: Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements. Requirements: College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at ************************** Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
    $110k-160k yearly 3d ago
  • Senior Client Partner / Client Partner

    Leading Management and It Services Company

    Relationship manager job in San Jose, 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.
    $113k-183k yearly est. 3d ago
  • Sr. Client Product Manager

    Aivres

    Relationship manager job in Milpitas, CA

    Aivres is a leading global data center and cloud computing solutions provider committed to delivering innovative technologies that propel the world's leading industries to new frontiers. We deliver and deploy robust, performance-optimized, purpose-built platforms to major data centers around the globe. Responsibilities · Partner with sales team to sell Aivres's Engineering and Manufacturing capabilities to potential customers · Perform Competitive Analysis and feedback to sales · Works collaboratively with R&D, PM, Sales and customer to finalize Customer Requirements Document (CRD) · Lead the RFP/RFQ response process. Review and provide inputs to customer SOW ensuring alignment with CRD · Partner with sales to complete business case analysis and winning strategy · Define project / program charter and output to the cross functional team by conducting formal kick off · Owns and executes customer's product life cycle deliverables from Kick-off to MP · Identify key resource needs (Core Team) in support of the project / program. Forms and leads the core cross functional team · Develop plan / schedule to achieve customers required deliverables with high quality and on time · Focal point and owner for managing customers deliverables internally and with customers (Schedule, Cost, Quality, Delivery) · Owns daily / weekly communications and closed loop feedback with customer and internal core team · Owns weekly Dashboard updates to internal Sr management team / customer Qualifications: · Minimum of 7 years of experience in customer technical solution definition and/or program management · Strong knowledge of x86 Architecture and platform · Solid knowledge of Hardware Systems Product Development and Qualification process (Server/Storage/Networking) · Confident individual with strong verbal, written, and presentation skills - Makes great first impressions in new customer engagements. Fluency in Mandarin preferred. · Persistent and creative leader who will drive and manage a cross functional core team to achieve customer deliverables from kick off to Mass Production. · Minimum of Bachelor's degree in Electrical or Mechanical Engineering or Computer Science EEO Statement Aivres is an Equal Opportunity Employer and embraces diversity in our employee population. It is the policy of Aivres to provide equal opportunity to all qualified applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or special disabled veteran, marital status, pregnancy, genetic information, or any other legally protected status.
    $102k-163k yearly est. 4d ago
  • Client Engagement Manager

    Kforce Inc. 4.8company rating

    Relationship manager job in Cupertino, CA

    Vendor Project Manager/Client Engagement Manager - R&D A position is available for a Client Engagement Manager responsible for overseeing all aspects of consultant care at a technology client site in Silicon Valley. Responsibilities include onboarding/offboarding, performance management, project oversight, strategic planning, and consultant engagement. Help drive innovation, retention, and operational excellence in a fast-paced environment! Position Overview: The Client Engagement Manager is responsible for managing all aspects of client engagement and consultant care at client sites in Silicon Valley, with a focus on delivering superior service, driving operational excellence, and supporting strategic initiatives. This role requires strong leadership, organizational skills, and experience in the R&D industry to ensure successful project delivery and continuous improvement. Leadership & Team Management Lead and inspire cross-functional teams, fostering a culture of collaboration, accountability, and continuous improvement. Mentor and guide consultants through onboarding, performance management, and career development. Facilitate regular team meetings, orientations, and training sessions to ensure alignment and knowledge sharing. Client Engagement & Relationship Management Serve as the primary point of contact for client managers, ensuring clear communication and effective resolution of issues. Manage onboarding and offboarding processes, including in-person and virtual welcomes, equipment setup, and site access. Liaise with clients to address escalations and deliver work outlined in Statements of Work (SOW). Project & Performance Management Oversee project planning, execution, and delivery, ensuring milestones and client expectations are met. Monitor supplier and consultant performance, providing regular status reports and visibility into project progress. Operational Excellence & Organization Create and maintain consultant trackers, playbooks, and documentation to support efficient operations. Approve and monitor timecards, overtime, and time-off requests. Organize consultant care activities, recognition programs, and social events (both in-person and virtual). Strategic Planning Collaborate with sales, operations, recruiting, and account management teams to support strategic initiatives and share insights from consultant interactions. Facilitate training through Kforce Learning, with a focus on R&D best practices and innovation. Document and analyze prevalent issues among consultants, driving process improvements and knowledge transfer within the client environment. Collaborate with Kforce Consulting Solutions (KCS)/Delivery Performance (DP) to ensure services outlined in the SOW are delivered. Work with team lead to deliver regular status updates to provide visibility into project progress. Collaborate with clients and teams to find ways to improve efficiency and processes. Background Requirements Technology background with familiarity in software and hardware systems. Demonstrated experience in hardware and product development lifecycle, from concept through design, prototyping, testing, and production. Ability to translate technical requirements into business solutions and manage technical teams effectively. Experience working in fast-paced, technology-driven environments with a focus on continuous improvement and efficiency. Candidate must be able to be onsite 5 days a week in Silicon Valley
    $96k-131k yearly est. 4d ago
  • Delivery / Client Engagement Manager (Telecom / Fiber Networks)

    Infogain 4.4company rating

    Relationship manager job in Mountain View, CA

    About the Role We are looking for a seasoned Delivery / Client Engagement Manager to lead a major telecom partnership focused on fiber networks, ISP operations, and staff augmentation delivery. The role requires strong client-facing leadership, telecom domain knowledge, and the ability to manage large distributed teams. Responsibilities Client Engagement Serve as the primary point of contact for senior client stakeholders. Build strong, trusted relationships and drive strategic conversations. Lead delivery/status reviews and manage escalations. Delivery & Governance Oversee performance of all placed consultants across multiple technical and operational teams. Maintain delivery hygiene, compliance, onboarding coordination, and SLA adherence. Ensure quick issue resolution and continuity of delivery. Workforce & Resource Management Understand client hiring needs and align on skill expectations. Partner with recruiting teams on sourcing, screening, and onboarding talent. Monitor consultant performance, engagement, and retention. Support workforce planning and backfill readiness. Telecom/Fiber Domain Expertise Working knowledge of telecom/ISP operations, fiber builds, and OSS/BSS environments. Ability to collaborate with client teams across engineering, network operations, and field/OSP. Familiarity with roles such as network engineers, field techs, OSS/BSS specialists, automation engineers, and PMs. Leadership Mentor internal delivery managers and recruiting partners. Drive continuous improvement, communication, and account growth. Promote a strong client-first delivery culture. Qualifications 15+ years in telecom/ISP delivery, client engagement, or account/delivery management. Experience managing large staff augmentation or managed-capacity teams. Strong telecom/fiber domain understanding (network operations, OSS/BSS, fiber builds). Excellent stakeholder management and executive communication skills. Proven track record of driving delivery excellence and account growth. Ability to work onsite 3 days/week.
    $131k-177k yearly est. 3d ago
  • Customer Success Manager [80695]

    Onward Search 4.0company rating

    Relationship manager job in Culver City, CA

    We're partnering with a leading industry company to find a talented Customer Success Manager to support their hybrid work environment. This role offers an exciting opportunity to work on impactful projects within a dynamic and innovative team. The application deadline for this role is XX/XX/XXXX. Customer Success Manager Responsibilities: Build and nurture strong client relationships, acting as the main point of contact throughout campaigns. Manage end-to-end campaign setup, including creative production, asset review, and trafficking. Monitor campaign performance, optimize media plans, and deliver insights to maximize results. Collaborate with internal teams to align campaign strategies and ensure client satisfaction. Analyze data, prepare campaign reports, and communicate findings to clients to support ongoing business growth. Customer Success Manager Qualifications: Bachelor's degree in Sales, Advertising, Marketing, or Business. At least 3 years of experience in digital media planning and/or buying. Strong knowledge of industry metrics and advertising ecosystems. Excellent customer service skills with the ability to translate client needs into effective recommendations. Proficiency in Excel, PowerPoint, CRMs, OMSs, ad servers, and related digital media tools. Perks and Benefits: Medical, Dental, and Vision Insurance. Life Insurance. 401(k) Program. Commuter Benefit. eLearning and Ongoing Training. Education Reimbursement. Eligibility requires working over 30 hours per week on an assignment lasting at least 10 weeks.
    $91k-142k yearly est. 20h ago
  • Head of Customer Success

    XILO

    Relationship manager job in Carlsbad, CA

    Team: Customer Success & Implementation Reports to: CEO XILO is a fast-growing Vertical AI company transforming how insurance brokers, banks, and credit unions automate their operations. We provide a modern workflow automation platform that powers quoting, marketing, and sales for the insurance industry. Backed by Altos Ventures ($10B+ AUM) and other top-tier investors, XILO is entering a rapid scale phase post-Series A. Our mission is to set the standard for product and customer experience in the insurance industry. We live by our values: Fast, Accountability, Customer-Centric, Trust, and Standing Out (FACTS), and we're building a high-performing team that reflects them. About the Role We're looking for a Head of Customer Success to scale and mature our post-sales organization, spanning implementation, support, and account management. This leader's first and most critical mission will be to perfect our product delivery experience, ensuring implementations run with the precision, consistency, and polish of a Michelin star restaurant service. Once delivery excellence is achieved, they will evolve the organization's focus toward high-efficiency post-live operations and ultimately establish a commercial success motion that drives customer expansion and upsell. The ideal candidate has scaled a customer success function within a B2B vertical SaaS company serving mid-market clients ($20k-$60k ACVs, 50+ new accounts per month). They thrive in fast-paced environments, are data-driven, and excel at balancing operational rigor with commercial instincts. Key Responsibilities Scale and operationalize Customer Success, Implementation, and Support to handle growing mid-market volume efficiently. Coach and develop a team of 7-10 managers and ICs; foster a culture of accountability, learning, and performance. Partner cross-functionally with Sales, Product, and Partnerships to ensure seamless customer transitions and scalable implementations. Optimize onboarding by reducing time-to-live and increasing customer satisfaction (CSAT) and adoption metrics. Build expansion motion post-onboarding to identify upsell/cross-sell opportunities within existing accounts. Implement data-driven operations using Salesforce (or similar) to track retention, health scores, and churn signals. Drive retention metrics: achieve 90%+ gross and 120%+ net revenue retention. Attract, hire, and retain high-caliber CS and Implementation talent as the team scales. Who You Are 8-12 years of Customer Success or Post-Sales leadership experience in B2B SaaS, ideally Vertical SaaS or workflow automation products. Experience scaling (not just building) a CS function during Series B-D growth. Proven track record of improving post-implementation retention and expansion metrics. Experience managing technical, implementation-heavy products that require customer configuration or integration. Comfortable working across partnership-driven implementations with complex customer ecosystems. Strong people leader with experience managing managers and teams of 7-10+ direct reports within orgs of 50+. Skilled operator: able to run CS operations through data, systems, and scalable processes. Commercially minded: understands how to align post-sales experience with upsell and revenue outcomes. Hands-on and player-coach mentality; thrives in a high-growth, dynamic environment. Experience in Series B-D stage companies (not late-stage or public). Bonus Points For Experience in insurance technology or other regulated vertical SaaS industries. Experience working with AI-driven or workflow automation products. Why Join XILO Be a founding post-Series A leader shaping how XILO scales customer success for the insurance industry. Own retention and expansion outcomes that directly drive company growth. Work alongside a visionary team and top-tier investors. Competitive total rewards package with strong equity upside. A culture that values ownership, growth, and customer obsession.
    $93k-153k yearly est. 2d ago
  • Customer Success Manager

    Buildingpoint Pacific

    Relationship manager job in San Leandro, CA

    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.
    $107k-173k yearly est. 2d ago
  • Account Manager (Mid-Level)

    Triune Infomatics Inc. 3.8company rating

    Relationship manager job in Pleasanton, CA

    Company: Triune Infomatics Inc. About Us Triune Infomatics is a 20-year-old IT staffing, consulting, and solutions firm based in Pleasanton, CA. We work with leading public and private sector clients across California and beyond. We take pride in our relationships, transparency, and people-first culture. Role Overview We are looking for a mid-level Account Manager (5-8 years of experience) who is a natural relationship builder, thrives in a people-focused environment, and has a strong “can-do” attitude. This is an onsite role in our Pleasanton office, Monday through Friday. The ideal candidate is a hunter and gatherer-someone who can both grow existing accounts and open new opportunities through strong client engagement, employee relationships, and persistence. Key Responsibilities Nurture and grow relationships with existing and past/dormant clients to uncover new business opportunities. Build strong relationships with Triune employees working at client sites to identify leads, referrals, and upcoming needs. Cross-sell and expand services within existing client accounts. Conduct outreach via cold calling, email campaigns, LinkedIn networking, and events. Convert leads into requirements, work closely with recruiters, and oversee candidate submissions. Maintain and track activities using CRM systems; leverage AI-based tools for prospecting and insights. Host periodic check-ins and engagement calls with clients and employees to build trust and maintain retention. What We're Looking For 5-8 years of experience in account management, sales, or business development-preferably in IT staffing, IT consulting, or professional services. Strong people skills-someone who genuinely enjoys building relationships, listening, and connecting dots. Proven experience in hunting and farming-acquiring new business while growing existing accounts. Comfortable with cold calling, prospecting, and initiating conversations. Experience using CRM platforms (e.g., HubSpot, Salesforce, Zoho) and familiarity with AI tools for lead generation or sales automation is a plus. Excellent verbal and written communication. Self-driven, resilient, and resourceful with a positive, proactive work ethic. Personal Style We Love ✔ A connector who builds trust with clients and employees. ✔ A problem solver who asks the right questions and finds opportunities. ✔ A self-starter who is disciplined, collaborative, and persistent. ✔ Someone who brings energy, professionalism, and a growth mindset. Why Triune? We offer a collaborative and supportive work culture. Direct exposure to executive leadership and decision-makers. Opportunity to shape accounts, relationships, and outcomes-not just follow a script. Competitive compensation, incentives, and long-term career growth.
    $65k-105k yearly est. 3d ago
  • Life Science Account Manager - Southern California

    CME Corp 3.4company rating

    Relationship manager job in Los Angeles, CA

    No recruiters or unsolicited agency referrals please. *Candidate must reside in greater Los Angeles/Southern CA area* Are you are looking for a dynamic life science/lab equipment sales position where every day is different? Where you can hit the ground running and make an immediate impact with the largest healthcare providers in your region? Then look no further, you'll be a great fit for CME Corp. CME Corp. is looking to add a talented and highly motivated sales professional to join our growing organization. As a Life Science Account Manager, you will play a key role in our sales team managing your book of business, developing new business opportunities, and meeting or exceeding sales profitability objectives selling healthcare equipment and related services with a focus on lab, also calling on research, phlebotomy, blood bank and morgue departments. The territory is the greater southern California region, and the focus is on the largest and most prestigious healthcare systems within your territory. This role will report to the Vice President of Specialty Sales. Responsibilities: Manage and grow opportunities with existing and new customers for life science products through various channels, including networking, cold calling, and attending industry events. Maintain and nurture relationships with existing clients, identify opportunities for upselling and cross-selling, and ensure customer satisfaction. Develop a comprehensive understanding of the features, benefits, and applications of the life science equipment- be a resource for your customer Meet monthly and annual sales/revenue targets Collaborate with Account Manager to grow life science product sales within accounts Bidding/quoting projects and creating proposals Maintain current and develop new relationships with manufacturer sales representatives Identify and qualify key “Decision Makers” (buying influencers) in all key and target accounts Create value beyond our products and services in a way that differentiates us from the competition Stay current with industry trends Requirements: Bachelor's degree or high school diploma with 5 years of relevant work experience Minimum of 2 years of progressive experience in account management in acute care facilities or similar role Minimum 2 years experience in life science product sales with lab focus. Excellent communication and interpersonal skills Experienced in Microsoft office products and Salesforce CRM Must live in the geographical location of the position Regular daily travel within the geographic territory as business needs require Occasional overnight travel may be required Attend industry trade shows as needed Who you are: Self-motivated and goal oriented Highly organized and strong attention to detail Effective communication and presentation skills Strong, consistent and competitive work ethic Strong problem-solving skills with solution-oriented focus Customer Centric approach Adaptable to change and ability to work in a fast-paced work environment Compensation and Benefits: Commission based with a weekly draw. The weekly draw amount is dependent upon experience level of applicant This position has unlimited earning potential Company laptop and cell phone Monthly expense allowance Medical, Dental and Vision Vacation and Paid Holidays 401k Retirement Plan Employee Stock Ownership Plan Employer-Paid Life Insurance Voluntary Benefits - Critical Illness, Short & Long Term Disability, Accident, Life, Whole Life, and Pet insurance Tuition Reimbursement Referral Bonus Program Employee Assistance Program About CME: Dedicated to providing quality equipment, logistics, and services to healthcare. CME is the premier source for equipment and turnkey logistics, delivery, and support for the healthcare community. The company helps healthcare facilities nationwide to seamlessly launch, renovate and expand. CME is headquartered in Warwick, RI with branches in Anaheim, CA, and Long Island, NY and over 35+ service centers spanning the nation and offers an expanded product line of more than 2 million+ medical products from more than 2,000 manufacturers. We support our military community, veterans encouraged to apply! CME Corp. is an equal opportunity employer. We welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law.
    $65k-99k yearly est. 20h ago
  • Account Manager

    American Scissor Lift Inc.

    Relationship manager job in Santa Rosa, CA

    The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities Work cross functionally within the company to communicate with all stakeholders in customers' success Create and maintain relationships with customers to better understand and achieve their needs Make visits to our customers to identify opportunities for growth within our platform Manage all reporting about the health of customers' accounts Qualifications Previous account management experience Articulate and well accustomed to a client facing role Willingness and ability to travel
    $65k-118k yearly est. 3d ago
  • Account Manager

    Penhall Company and Penhall Technologies 4.3company rating

    Relationship manager job in San Diego, CA

    The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals. Duties and Responsibilities: Estimate and prepare proposals for assigned projects. Communicate known project hazards, risk Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications. Handle service or "Come Do" work as required, responding promptly to customer needs. Annual sales volume goal for Account Manager will be $3M - $5M+. Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts. Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently. Provide consistent follow-up and communication with clients throughout the project lifecycle. Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects. Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company. Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives. Communicate project progress, potential issues, and client feedback to relevant stakeholders. Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction. Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships. Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals. Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities. Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider. Perform additional duties as assigned by the Branch Manager or other leadership. Required Skills and Abilities: Strong project management and organizational skills. Excellent interpersonal and relationship management abilities. Proficient verbal and written communication skills. Strong customer service orientation, with the ability to address client needs effectively. Ability to prioritize tasks and adapt to changing project demands. Working knowledge of OSHA Construction Safety Standards. Proficiency in Microsoft Office Suite and other related software. Essential Core Competencies: Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients. Collaboration: Strong team player with the ability to work across departments to achieve common goals. Communication: Clear and effective verbal and written communication skills. Customer Focus: Commitment to understanding and meeting customer needs. Builds Networks: Actively develops networks of professional contacts to drive business success. Being Resilient: Ability to remain positive and motivated in the face of challenges. Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization. Ensures Accountability: Holding oneself and others accountable to meet commitments. Drives Results: Consistently achieving results, even under challenging circumstances. Education and Experience: Associate's degree or equivalent industry experience required; Bachelor's degree preferred. At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Ability to walk job sites as needed. May be required to travel to job sites or other locations as necessary. Legal Disclaimer: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a)) This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
    $70k-107k yearly est. 2d ago
  • Account Manager

    Addison Group 4.6company rating

    Relationship manager job in Pleasanton, CA

    Job Title: Account Manager Industry: Landscaping / Commercial Services Pay: $70,000 - $80,000 About Our Client: Addison Group is hiring on behalf of our client, a leading commercial landscaping services company that provides design, development, maintenance, and enhancement solutions for a variety of clients. They pride themselves on delivering high-quality service and maintaining long-term client relationships. Job Description: We are seeking a hands-on Account Manager to serve as the primary contact for client accounts. This role focuses on relationship building, overseeing field operations, and ensuring the delivery of high-quality landscaping services. You'll drive client satisfaction, retention, and revenue growth while supporting and coaching field teams. Key Responsibilities: Serve as the main point of contact for assigned client accounts. Conduct regular site visits to monitor service quality and client satisfaction. Identify opportunities for enhancement projects and develop proposals. Resolve client issues and address concerns proactively. Partner with Operations and Branch leadership to ensure service expectations are met. Monitor account renewals, financial performance, and profitability. Support hiring, training, and coaching of field crews. Ensure compliance with all safety regulations and branch policies. Maintain accurate records in CRM systems and assist with administrative reporting. Qualifications: 3+ years of experience in customer service, account management, or leadership, preferably in landscaping or a related service industry. Associate's degree in business or related field, or equivalent work experience. Strong client relationship management and communication skills. Proven ability to lead, coach, and develop teams. Proficiency with MS Office and CRM systems. Valid driver's license Background and MVR checks required Additional Details: Reports To: Branch Manager Type: Full-time, On-site Schedule: 40 hours/week, standard business hours Start Date: Typically within 2-3 weeks of 1st interview Interview Process: 1st on-site with Branch Manager; 2nd virtual panel with leadership team Perks: Company vehicle option (fuel and insurance covered; $45/week deduction for personal use) Opportunity to manage and grow accounts within a leading landscaping organization Direct impact on client satisfaction and branch success Benefits (401k, Medical, Dental, Vision): PTO / Paid Time Off Health, Dental, and Vision coverage 401(k) retirement plan Employee stock purchase plan Health & wellness programs Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request
    $70k-80k yearly 20h ago
  • Account Manager

    PRG Golf

    Relationship manager job in Vista, CA

    As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment. Key Responsibilities: Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty. Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery. Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts. Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams. Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery. CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance. Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies. Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities. Qualifications: 2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry. Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients. Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities. A passion for golf and a basic understanding of golf accessories is a plus. Proven experience in proactive sales, including outbound calling and lead generation. Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines. Self-starter with a proactive mindset and strong problem-solving skills. About PRG PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.
    $58k-103k yearly est. 4d ago
  • Senior Account Manager

    Insight Global

    Relationship manager job in Los Angeles, CA

    Insight Global is hiring for an experienced, innovative Advertising Account Manager to serve as the main agency contact for clients, bridging communication between creative teams and partners. Key Responsibilities: Identify client needs, explain creative processes, recommend solutions, and coordinate with project management for timely campaign delivery. Develop integrated campaign strategies, oversee execution, and ensure all deliverables meet objectives and KPIs. Manage multiple projects, stakeholders, and agency partners simultaneously. Assess creative briefs, communicate client strategy to creative teams, and maintain strong client relationships. Mentor Associate Account Managers and support their growth. Requirements: 5-8 years as an Account Supervisor/Manager in an agency setting. 2+ years in retail or high-volume environments. Proficiency with project management tools (e.g., Smartsheet, Workfront). Strong understanding of advertising, account management, and campaign development. Experience with product launches, GTM strategies, and working in Apparel, Beauty, Home, or CPG. Strategic, creative thinker with excellent communication and leadership skills. Action-oriented, organized, and able to drive results in a fast-paced environment. Compensation: $50/hr to $60/hr Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $50 hourly 2d ago
  • Residential Roofing Sales Manager

    Tiello

    Relationship manager job in Burbank, CA

    Salary: $110,000-$130,000 base + performance bonus + commission Tiello is partnered with a top-performing residential roofing contractor in the Burbank area that's experiencing rapid expansion and is looking to bring on a highly accomplished Sales Manager to lead and elevate their sales division. This is a company with a long-standing reputation for quality workmanship, an integrity-driven culture, and a strong presence across Southern California. They're seeking someone who operates at the highest level-someone who has repeatedly grown teams, elevated performance, and driven significant revenue in the residential roofing space. The Role You'll lead the residential roofing sales team across the LA-Burbank market, owning strategy, performance, process, and accountability. This is a hands-on leadership role focused on scaling people, systems, and revenue. The ideal candidate has coached and grown teams responsible for $20M-$30M+ annually, while consistently increasing close ratios and average ticket sizes. Responsibilities Lead, mentor, and develop a high-performing residential roofing sales team Increase team performance across close rates, average ticket size, and revenue Implement scalable sales processes, KPIs, and systems to support rapid growth Partner closely with ownership on forecasting and long-term strategy Work with marketing and operations to ensure alignment and project excellence Recruit, onboard, and develop new sales reps to expand market coverage What We're Looking For Proven experience leading sales teams in residential roofing or exterior construction Demonstrated success scaling revenue and team performance ($20M+ preferred) Strong coaching and leadership skills Process-driven, metrics-focused, and growth-minded High integrity, clear communication, and a collaborative approach Compensation & Benefits Base salary: $110K-$130K (DOE) Performance bonuses + commission Company vehicle or vehicle allowance Full benefits package Long-term career growth with a highly reputable California contractor Tiello is proud to be an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Please apply directly or send resumes to ****************.
    $110k-130k yearly 1d ago
  • Residential Sales Manager - Roofing

    Roofing Talent America (RTA

    Relationship manager job in Los Angeles, CA

    Residential Sales Manager Los Angeles, CA $150k - $250k base + Commission + Benefits Be instrumental in shaping the residential sales division Join a team with no micromanagement - no clock watching, trust and belief in your abilities You will help establish the reputation of the commercial division within a forward-thinking and ambitious roofing contractor Being part of a rapidly growing contractor, you will have opportunities for training, development and growth within the business - you won't have to wait for someone to retire to get that promotion you deserve Benefits Medical, dental and vision insurance Commission Bonus 401k Plan Company truck Training What you'll do Your initial goal will be to grow the residential division from $15million to $30million Set and monitor KPIs, train and mentor existing sales reps and growth the team by hiring and onboarding new reps You will be a hands-on manager, leading by example and getting involved in all aspects of the sales process Requirements Experience at a roofing contractor is essential 5+ years' experience in roofing management Excellent leadership and communication skills Strong technical knowledge of low-slope roofing systems Experience and drive to train sales reps and improve procedures and KPIs A bit about the company The company has quickly grown since it was founded, establishing themselves as a trusted and reliable residential roofing contractor before they branched into the commercial industry. Today, they turnover $20million dollars and their work is split 60/40 between residential and commercial work, with $15million of this coming from the residential department. Don't hesitate and APPLY NOW. Don't have a resume? No problem, just get in touch with me directly to arrange a call: ******************************* Not quite the right fit for you, but know someone that is perfect for the role? Refer a friend today and if we successfully place them, we will give you $1000!
    $54k-106k yearly est. 4d ago
  • Business Relationship Manager Senior Acquisition - Vice President

    JPMC

    Relationship manager job in Palm Desert, CA

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint 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.
    $83k-126k yearly est. Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Indio, CA?

The average relationship manager in Indio, CA earns between $59,000 and $143,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Indio, CA

$92,000
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