Relationship manager jobs in Irving, TX - 2,860 jobs

About This Role 7-Eleven is on a mission to redefine convenience through data-driven personalization and customer engagement. As the Senior Manager, CRM & Personalization Analytics, you will be the strategic and analytical powerhouse behind our customer engagement efforts. This newly created role will lead the development of insights that shape how we connect with millions of customers across digital and in-store touchpoints. You will be responsible for building and scaling our CRM analytics function, leading a small but mighty team, and partnering cross-functionally to drive measurable impact through data. Key Responsibilities Lead CRM & Personalization Analytics: Own the end-to-end analytics strategy for CRM campaigns, loyalty programs, and personalized experiences across channels (email, app, SMS, in-store). Team Leadership: Manage and mentor 1-2 analysts, fostering a culture of curiosity, collaboration, and continuous learning. Campaign Measurement & Optimization: Develop robust frameworks to measure campaign performance, customer segmentation effectiveness, and personalization impact. Customer Insights: Deliver actionable insights on customer behavior, lifecycle, churn, and engagement to inform marketing strategies and define audience targets. Test & Learn: Design and analyze A/B and multivariate tests to optimize messaging, timing, and targeting. Data Storytelling: Translate complex data into clear, compelling narratives for senior leadership and cross-functional stakeholders. Tool & Tech Collaboration: Partner with Data Engineering, Martech, and IT to ensure data quality, accessibility, and integration across platforms. Strategic Partnership: Collaborate with CRM, Loyalty, Digital Product, and Merchandising teams to align analytics with business goals. Qualifications Bachelor's or Master's degree in Analytics, Statistics, Marketing, Economics, or a related field. 8+ years of experience in analytics focused on marketing, loyalty, CRM, or personalization in retail, QSR or CPG environments. Proven experience leading analytics projects and managing direct reports. Strong proficiency in SQL, data visualization tools (e.g., Tableau, Power BI), and statistical analysis. Experience with customer segmentation, predictive modeling, and campaign measurement. Excellent communication and storytelling skills with the ability to influence non-technical stakeholders. Familiarity with CRM platforms and CDPs is a plus. If an hourly or salary range is included in this ad it represents the range 7-Eleven in good faith believes is the range of compensation for this role at the time of this posting. The Company may ultimately pay more or less than the posted range. This range is only applicable for jobs to be performed in this state. This range may be modified in the future. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, long-term incentive compensation, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. For a general description of all benefits 7-Eleven is offering in the US for the position, please visit this link.

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

About the Role As a Client Engagement Manager at TechBlocks, you will serve as the primary onsite face of TechBlocks for a strategic client program, responsible for building trusted client relationships, ensuring seamless program execution, and aligning delivery teams with business objectives. This role is highly client-facing and onsite (Dallas location, 4 days per week) and acts as the bridge between client leadership and TechBlocks' delivery, product, PMO, and shared services teams. You will own engagement health, program governance, executive communication, and operational oversight across the program. Key Responsibilities Client Relationship & Engagement Management Act as the primary engagement owner and trusted advisor for client stakeholders at Manager, Director, VP, and C-level. Build and sustain strong, long-term client relationships through consistent onsite presence, proactive communication, and credibility. Conduct weekly meetings with client Managers, bi-weekly reviews with Directors, and monthly executive updates with VPs and C-level stakeholders. Own client escalations, proactively manage risks, and ensure timely resolution of issues with clear communication. Program & Delivery Oversight Oversee program-level delivery across multiple workstreams, collaborating closely with Product, PMO, Engineering, and Architecture teams. Ensure smooth coordination and alignment with Security, Automation & Performance, DBA, DevOps, and SRE teams to prevent delivery disruptions. Monitor delivery progress, dependencies, risks, and milestones to ensure commitments are met across all streams. Drive adherence to agreed KPIs, SLAs, timelines, and quality standards. Executive Reporting & Communication Create and present weekly program status reports for C-level, VPs, and Directors, covering delivery status, risks, dependencies, financials, and decisions required. Translate complex technical and delivery information into clear, executive-ready insights. Lead or support executive steering committee meetings and ensure follow-through on action items and decisions. Resource & Operational Management Oversee program-wide resource onboarding, offboarding, attrition tracking, and capacity planning. Partner with internal leadership to ensure optimal team structure, skills alignment, and continuity. Coordinate month-end timesheet collection and validation to support accurate program billing. Ensure operational discipline across tooling, reporting cadence, and engagement processes. Continuous Improvement & Engagement Health Identify trends, risks, and improvement opportunities across engagement health, delivery execution, and client satisfaction. Drive continuous improvement initiatives across engagement processes, governance, and collaboration models. Act as a role model for client-centric behavior, accountability, and delivery excellence. Required Qualifications Bachelor's degree in a relevant field; Master's degree is a plus. 8+ years of experience in technology delivery environments, with significant experience in client-facing engagement, program, or delivery leadership roles. Proven experience managing large, complex, multi-stream programs involving onshore and offshore teams. Strong background working with PMOs, product teams, and engineering leadership. Demonstrated ability to engage confidently with senior client stakeholders, including Directors, VPs, and C-level executives. Excellent communication, relationship-building, and stakeholder management skills. Strong organizational skills with attention to detail in reporting, governance, and execution. PMP, PgMP, ITIL, or similar certifications are a plus. Additional Requirements Ability to work onsite in Irving-Dallas a minimum of four (4) days per week. Strong sense of ownership, accountability, and urgency. Comfortable operating in ambiguous, fast-paced environments with competing priorities. Ability to influence without authority and navigate complex organizational dynamics. Commitment to delivering excellence, client satisfaction, and continuous improvement. Why TechBlocks Work directly with Fortune 500 executives and digital transformation leaders. Be part of a fast-growing, AI-native software engineering firm redefining global delivery through our GCC-as-a-Service model. Collaborate with global teams in Canada, the U.S., and India on cutting-edge cloud and AI initiatives. Competitive compensation, performance incentives, and a culture that values ownership, agility, and innovation.

An established industry player is seeking a dedicated operations professional to enhance client satisfaction and retention. In this pivotal role, you'll oversee client onboarding and offboarding processes, ensuring smooth transitions and effective communication. Your expertise in Amazon Seller Central and project management will be crucial as you manage the Amazon support desk and monitor client progress. This role offers an exciting opportunity to make a significant impact, fostering long-term relationships and driving performance improvements for clients. If you thrive in a fast-paced environment and are passionate about eCommerce, this position is perfect for you. #J-18808-Ljbffr

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M. The Team We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Director to join our team. How you will contribute As a Director within Private Client Services, you will: Provide multiple clients with a variety of accounting and support services including but not limited to the following: Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions Manage and reconcile bank accounts Reconcile various expenses and intercompany accounts Prepare monthly/quarterly financial packages for clients with related work papers Assist in preparation of annual tax package and supporting documents Establish, modify, document, and coordinate implementation of accounting and accounting control procedures Develop trusted relationships with and collaborate with clients to compile project information and resolve issues Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis Build client relationships and demonstrate a working knowledge of client businesses Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process Qualifications Bachelor's degree in Accounting 5 + years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred CPA High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to Prior proven experience leading others while managing multiple work streams Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables Passion for training and mentoring staff Excellent verbal and written communication skills, with the ability to establish credibility and influence clients Excellent research, writing, and analytical skills Advanced user of all Microsoft Office products (with an emphasis on Excel) Strong knowledge and experience in QuickBooks Ability to simultaneously work on several projects and effectively manage deadlines High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches Detail-oriented and possess strong organizational skills Bilingual, a plus Your journey at A&M We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career. We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals. Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs. The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Inclusive Diversity A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way. Equal Opportunity Employer It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here. Unsolicited Resumes from Third-Party Recruiters Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. How you'll make an impact Accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Primary areas of focus are: Supporting the business priorities of Branch Managers, Production team members, and the client service function Growing revenue by successfully counseling clients on additional lines of insurance or limit increases that should be considered based on the details of each client's unique exposure to risk Delivering high quality client service consistent with AJG operational standards and practices Achieving operational productivity and performance metrics consistently. Further responsibilities include: Growing and profitably managing an assigned group of client accounts successfully Building relationships with existing clients by providing exceptional ongoing customer care Seeking referrals from current client base to solicit new business prospects Securing existing business and actively driving the sale of additional services and lines of coverage. About You Required: * Bachelor's degree with 5+ years client service and/or claims management experience -OR- High School degree/GED with 10+ years client service and/or claims management experience. Must hold appropriate licensing as required and be able to travel up to 25% of the time. Proficiency necessary in Microsoft office applications and in using technology as a tool to maximize productivity and quality. Previous experience in managing client relationships essential. Must possess strong written and verbal communication skills. Preferred: * Insurance knowledge. * Solid financial acumen Behaviors: Must be able to build collaborative and mutually meaningful relationships with internal and external clients Able to facilitate and/or lead group meetings with internal and external clients Effectively manage/balance multiple and sometimes competing priorities. Needs to be comfortable analyzing and using data to make decisions, working in a self-directed manner, and to act as a role model for high performance and Gallagher's shared values. #LI-MB1 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Buildots is transforming construction management. Our AI-powered SaaS platform automates on-site progress tracking, giving construction teams the tools to plan smarter, improve efficiency, and cut costly delays by up to 50%. The $13 trillion construction industry has seen little disruption in the past 150 years - until now. Backed by leading VCs and deployed on hundreds of projects across North America, Europe, and the Middle East, Buildots enables a game-changing, performance-driven approach. Our customers include top global contractors, consultants, and owners - Intel, JE Dunn, Ledcor and CBRE, to name a few. With over $160M raised and major expansion planned for 2026, this is a unique opportunity to join a fast-scaling company reshaping one of the world's largest industries. About the Role The position is responsible for overseeing the deployment and day-to-day success of Buildots on a major client project. You will guide teams through platform adoption, support site operations, and ensure our technology is effectively integrated into project workflows. This role requires strong technical acumen, client-facing skills, and a proactive approach to optimizing project performance. Key Responsibilities: Lead the relationship, implementation, and success of one of Buildots' largest clients. Responsible for the smooth operations of the project and primary point of contact for the entire project team. Continuously work to identify ways to maximize the platform's value for the clients, and map unique needs critical to making Buildots the focal point of their processes. Efficiently handle onboarding of new users, driving seamless adoption of the technology, including training of on-site users on how to use the system and make the most out of it. Understand the complexities and work with our internal project managers to best configure the system to support these projects. Continuing success: responding to requests, making sure our clients succeed in using the system to improve their process and outcome, and in turn, continually looking to improve the way we operate Gain insights from data and the use of the system on projects and feedback to the product team to influence the product's roadmap and features. Requirements: Background of at least 5 years in Civil engineering /construction project management Passionate about construction and believe in the impact that using advanced technologies could bring to the construction industry. Proactive and independent achiever, self-learner, able to handle a task from idea to production, able to take ownership of the tasks at hand Fast thinking, problem solver, ability to pass on information to the relevant internal teams for action People and communication skills, comfortable having conversations with a diverse range of clients across different roles, countries, and cultures in person, over the phone or on video calls to deliver complex messages. Great analytical and technical skills Experience as a VDC Manager in construction projects - Advantage Good vibes and a sense of humor - a must-have! You must be able to visit the project site 4 days a week *By submitting your application, you agree that Buildots will process your personal data in accordance with Buildots' Privacy Policy.

Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. MANAGEMENT RESPONSIBILITIES (NONE) REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE * Bachelor's degree in a business-related field or industry experience * DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

The Enterprise Customer Success Manager is a highly experienced, field-facing strategic partner responsible for strengthening customer relationships and advising on processes that lead to more effective outcomes for investigations. Drawing on command-level experience in policing and significant exposure to investigative operations, Enterprise CSMs guide agencies in maximizing the impact of LeadsOnline's investigative and intelligence solutions-driving adoption, operational success, and long-term results. Enterprise CSMs focus on our largest customers in the nation (e.g., top ~300) and key regional stakeholders-building executive-level relationships, modernizing investigative practices, elevating intelligence-led policing strategies, and ensuring high-impact utilization of LeadsOnline tools. This role blends relationship leadership, investigative strategy consulting, program development, interagency coordination, and cross-functional collaboration. Overarching Objectives: Ensure optimal health and outcomes for existing investigative/intelligence programs Support successful onboarding, implementation, and adoption of LeadsOnline investigative technologies Drive program awareness, sustainability, and long-term growth across major agencies Key Responsibilities 1. Customer Engagement & Success Build trusted relationships with command-level leaders, understand agency operations, and guide them toward stronger investigative outcomes. Develop deep and broad strategic relationships with command (e.g., Chiefs, Deputy Chiefs, Majors, Lieutenants, Intelligence Unit leaders, etc.) Conduct executive briefings to communicate and share ongoing value Serve as a Enterprise liaison between command staff and the LeadsOnline ecosystem-ensuring alignment, continuity of service & relationship, and a shared understanding of priorities & objectives. Offer pointed and ongoing recommendations to improve & implement investigative best practices-including best use of LeadsOnline products & resources, training, digital evidence workflows, and cross-unit coordination. Analyze agency performance data (usage, outcomes, investigative metrics, trends) to prioritize outreach and guide engagement approaches. Maintain a high-touch cadence with major agencies to drive satisfaction, trust, and long-term partnership. 2. Onboarding & Adoption Ensure major agencies achieve a seamless onboarding experience-leading to early success, strong adoption, and operational readiness. Develop onboarding roadmaps with consideration for command staff, detectives, analysts, special investigations units, and digital evidence teams as applicable. Coordinate training, setup, and operational rollout with Sales, Implementation, Support, and Training teams. Deliver hands-on, scenario-based walkthroughs that reflect real investigative challenges and workflows. Monitor early usage trends & engagement-views, case creation, queries, analytics use across command/users-and intervene to strengthen adoption. Support achievement of early wins: cases advanced, cross-jurisdictional intel gathered, case/query 'hits', inter/cross-agency connections, etc. 3. Drive Program Growth Accelerate investigative and intelligence program maturity, expand services across units/agency, and identify strategic opportunities for growth. Educate agencies on advanced investigative techniques & processes, analytics & intel strategies, and capability gaps to fill. Recommend complementary products, configurations, or workflows (e.g., LeadSuite integrations, NightHawk features & expansion). Lead or participate in regional workshops, state or countywide leadership/intelligence meetings, and national law enforcement conferences. Support city, county, or state-level justification efforts, including legislative briefings, command presentations, funding strategies, and program proposals. 4. Renewal & Retention Management Ensure program stability and continuity by monitoring account health, renewal timelines, and early indicators of risk. Track usage trends, staffing changes, investigative priorities, and organizational shifts to identify early signs of churn risk. Partner closely with Sales on renewal strategies-including pricing, multi-year planning, expansion opportunities, and leadership transitions. Maintain proactive communication with agencies to reinforce value, ensure continued alignment, and strengthen long-term retention. Address escalations quickly and professionally, coordinating with Product, Sales, and Training/Support to resolve operational issues. Assist agencies with budgeting, funding strategies, grant support, and long-term sustainability planning. 5. Operational Collaboration & Thought Leadership Represent the voice of major agencies, contribute to internal alignment, and support national leadership in investigations best practices. Provide structured and actionable feedback to Product, Engineering, Support, Training, Marketing, and Leadership based on agency needs and trends. Contribute to and lead pilots, strategic initiatives, and partnerships with local, state, regional, or federal entities. Support product improvement efforts-helping shape workflow enhancements, training content, best-practice guides, and investigator/analyst resources. Develop or contribute to case studies, success stories, operational wins, and thought-leadership content to elevate the broader investigative community. Represent LeadsOnline as a Enterprise advisor and leadership partner at conferences, association events, intelligence summits, and investigative leadership gatherings. Collaborate across departments to ensure customer journey excellence and optimal positioning for growth. Why Join LeadsOnline? Mission-Driven Impact Your work directly supports law enforcement agencies in solving crimes and serving communities. Every deal you close has a real-world impact. Growth & Career Development We invest in our people. From onboarding to ongoing training, you'll have access to tools, coaching, and advancement opportunities, whether into larger accounts or future leadership roles. Compensation & Benefits Competitive base salary Medical, dental, and vision coverage 401(k) with company match Robust PTO and flexible hybrid schedule Company-paid disability and life insurance Modern office in Plano with snacks, team outings, and a collaborative environment High-Growth Company Join a rapidly scaling company with a respected product used by thousands of agencies. Your success directly drives our momentum and innovation. Our Core Values Service - We put clients, communities, and teammates first. Energy - We bring passion, persistence, and positivity to our work. Ownership - We act with accountability and drive change. People - We treat others with respect and win as a team Ready to Make a Difference? If you're an experienced, high-performing client success professional who wants to enforce adoption and drive value of a product that truly helps people, we want to hear from you. Join our high-energy team and become part of the force behind law enforcement success. Apply today to start your next chapter with LeadsOnline. LeadsOnline is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.

Account Manager - Industrial Equipment Sales & Customer Support Since 1980 Star Industries has been the leading manufacturer of heavy-duty equipment attachments for the construction and building industry. Some of the largest equipment owners and operators in the United States and Canada use our innovative attachments to improve productivity, save time and reduce both capital and labor costs. Star Industries culture is top-notch, and we practice the fundamentals of a great work environment. We believe our success ultimately depends on the people that make up our company. We are fanatical about safety. We honor our commitments. We show meaningful appreciation. We treat each other like family. We find a way. Job description Star Industries is seeking an experienced, dynamic, and customer-focused Account Manager to join our growing team. The Account Manager will be the primary point of contact for existing and potential customers in the construction industry. This individual will be responsible for managing and nurturing key client relationships, handling incoming calls, processing customer orders, managing and tracking customer issues, preparing quotes, and ensuring orders are processed accurately in our CRM system, Business Central 365. The ideal candidate will have a solid background in industrial equipment rentals or sales, with a thorough understanding of construction equipment such as skid steers, telehandlers, forklifts, and attachments. Job Responsibilities · Product Knowledge: Utilize expertise in construction equipment (such as skid steers, telehandlers, and forklifts) and Star Industries products to advise customers, answer technical questions, and offer solutions that best fit their needs. · Customer Interaction: Answer incoming calls, respond to customer inquiries, and manage customer orders. Provide expert guidance on product selection, pricing, and availability of heavy-duty attachments, including Trash Skips, Augers, Buckets, Loading Platforms, Hoppers, and JIB Booms. · Order Management: Process customer orders accurately, ensuring all details are entered correctly into Business Central 365. Work with internal teams to track the status of orders and provide timely updates to customers. · Quote Preparation: Prepare accurate and detailed quotes for existing customers and the Sales department. Ensure quotes are tailored to customer specifications and market conditions. · Sales & Business Development: Identify opportunities for upselling or cross-selling additional products to existing customers. Assist the Sales department in closing deals and providing support during the sales process. · CRM Management: Maintain up-to-date customer records, including orders, interactions, and follow-up actions in Business Central 365 CRM. Ensure all communication and relevant information are accurately logged for effective tracking. · Customer Issue Resolution: Track and manage customer issues to resolution, ensuring customer satisfaction. Resolve product or service-related concerns in a timely manner, collaborating with cross-functional teams when needed. · Follow-Up: Proactively follow up with customers to ensure satisfaction, encourage repeat business, and maintain long-term relationships. Track client orders, delivery schedules, and post-sale support needs. · Perform other related duties as required or directed: Adapt to changing business needs and contribute to projects or tasks as necessary to support the team and company goals. Job Requirements · Industry Experience: A minimum of 3-5 years of experience in industrial equipment rentals or sales, particularly in the construction equipment sector. Familiarity with construction equipment such as skid steers, telehandlers, forklifts, and related attachments is required. · Technical Acumen: Strong understanding of heavy-duty construction equipment and attachments, including the ability to troubleshoot and provide product recommendations. · Communication Skills: Strong verbal and written communication skills. Ability to build relationships and work effectively with both internal teams and external customers. · CRM Experience: Proficiency in using CRM systems, specifically Business Central 365 or similar platforms, to manage customer data, orders, and sales activities. · Team Collaboration: Strong team player who can work well with other departments, including production, engineering, and logistics, to meet customer needs. · Organizational Skills: Ability to prioritize tasks, manage multiple customer accounts, and meet deadlines in a fast-paced environment. · Problem-Solving: Excellent analytical and problem-solving skills, with the ability to resolve customer issues efficiently and effectively. · Excellent Attendance: A strong commitment to maintaining excellent attendance and punctuality to ensure smooth operations and reliable customer service. · Travel: Some travel may be required for customer visits, trade shows, and industry events.

If you have experience going door to door in Sales and have led a team before! i have the dream job for you! we provide free leads. both in house and in the field. weekly training with a manager. advancement opportunities based on performance. SIX figure income the first year!

Dodd Creative Group is seeking a uniquely qualified client relations professional with agency experience to help our front-end team serve our fantastic clients. The ideal candidate will have a passion for customer service, a drive for creative problem solving, and is excited to be an integral part of a creative team. They have a proven track record of growing client relationships and ensuring client expectations are exceeded. They are a highly-skilled communicator and will act as liaison between clients and our design team to ensure successful collaboration. They have an entrepreneurial spirit, passion for storytelling, dedicated work ethic, and exceptional business acumen. We're looking for a talented rockstar who is a team player and is looking to be a contributor and form a long-term relationship with an incredible team. This is a full-time, in-office position in Dallas, TX (this is not a remote position). RESPONSIBILITIES Become an expert at our business, learning our offerings, processes, technical details, industry trends, and best practices. Manage multiple accounts and represent our team externally with clients and internally by working with internal teams. Facilitate communications between clients and your internal team on a variety of projects including branding, print and digital marketing, environmental graphics, and signage. Schedule and attend meetings, interview clients, visit projects, and collect and disseminate information to all internal teams for successful collaboration and project execution. Analyze individual project needs and determine scopes. Build and nurture relationships with clients and manage client accounts Communicate pricing, proposals, timelines, solutions to client needs, and answers to their questions. Lead presentations, send proofs, and oversee that project deliverables are accurate and to client specifications. Demonstrate a passion and understanding for our clients' business. Proactively remain connected to clients' needs and promote appropriate offerings, seeking out and engaging business opportunities. Represent our company at industry events and play an active role in relevant organizations when needed. REQUIRED QUALIFICATIONS Bachelor's degree in communications, advertising, marketing, or related field. 3-4 years experience in communications advertising, marketing, or related field. Excellent attitude with a passion for solving problems. Enjoys working in a fast-paced environment. Self-starter who works well with teams and independently. Creative thinking and problem-solving abilities. Dedicated to world-class customer service. Goal-oriented and comfortable with sales. Strong communication, presentation, and writing skills. High competency with technology, including Microsoft Office, Google Documents / Sheets, and other professional software. Strong time management abilities, attention to detail, and organizational skills. PREFERRED QUALIFICATIONS Familiarity with architectural drawings and blueprints. Experience in working in multifamily or real estate. Experience working with sign manufacturing, commercial printing, and construction trades. Salary is $75,000 annually

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

At Crypto.com, our growing VIP team is looking for a Relationship Manager to serve as the dedicated partner and internal advocate for a portfolio of our most valuable clients. This role is for someone who instinctively understands what these clients value most - prioritizing discretion, anticipating needs, and taking the initiative rather than simply providing reactive support. You will be responsible for developing a deep understanding of your client portfolio to drive loyalty, while also proactively hunting and acquiring new high-value business to expand our ecosystem. Operating within a remote, fast-paced environment, you will combine an elite service standard with a start-up growth mindset, directly influencing the development of a best-in-class VIP experience. Responsibilities Own the end-to-end relationship for a dedicated book of high-value clients, acting as their internal champion and primary point of contact Move beyond reactive support. Stay ahead of client needs, providing rapid, high-context responses that reflect a deep understanding of their goals Deliver more than just platform tips. Provide personalized insights and market updates that help clients navigate the ecosystem and deepen their loyalty to the brand Proactively monitor AUM and platform usage to mitigate retention risks and uncover untapped growth potential Act as the face of the brand at exclusive VIP events and activations. You will leverage these hospitality opportunities to strengthen existing bonds and convert high-potential prospects into long-term clients Build deep-rooted trust that naturally leads to referrals and network growth, helping to solidify our position as the market leader Report and synthesize client feedback, working closely with Strategy, Product, Marketing and Risk to ensure our VIP offering remains the best in the industry Requirements 4+ years of experience in client-facing roles - specifically within Relationship Management, Sales or Customer Success - with a proven track record of success within Crypto, Fintech, or the gaming/predictions industry. You are naturally curious; you want to know what really drives your clients, allowing you to align the Crypto.com ecosystem with their long-term goals You are driven by results and the challenge of scaling a book of business. You find energy in the fast-paced nature of the crypto markets and are motivated by the challenge of converting complex client needs into successful, long-term partnerships You don't wait for direction; you seek out opportunity. You stay ahead of market trends to provide valuable insights that drive engagement and portfolio growth, You understand how to use hospitality and events as a platform for meaningful connection and business development You are comfortable navigating ambiguity and can pivot quickly as this fast-paced industry evolves ***************** Empowered to think big. Try new opportunities while working with a talented, ambitious and supportive team.Transformational and proactive working environment. Empower employees to find thoughtful and innovative solutions.Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth.Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support one another.One cohesive team. Engage stakeholders to achieve our ultimate goal - Cryptocurrency in every wallet. Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us - our internal mobility program offers employees a new scope. Are you ready to kickstart your future with us? BenefitsCompetitive salary Attractive annual leave entitlement including: birthday, work anniversary 401(k) plan with employer match Eligible for company-sponsored group health, dental, vision, and life/disability insurance Work Flexibility Adoption. Flexi-work hour and hybrid or remote set-up Aspire career alternatives through us. Our internal mobility program can offer employees a diverse scope. Our Crypto.com benefits packages vary depending on region requirements, you can learn more from our talent acquisition team. About Crypto.com:Founded in 2016, Crypto.com serves more than 150 million customers and is the world's fastest growing global cryptocurrency platform. Our vision is simple: Cryptocurrency in Every Wallet™. Built on a foundation of security, privacy, and compliance, Crypto.com is committed to accelerating the adoption of cryptocurrency through innovation and empowering the next generation of builders, creators, and entrepreneurs to develop a fairer and more equitable digital ecosystem. Learn more at ******************* Crypto.com is an equal opportunities employer and we are committed to creating an environment where opportunities are presented to everyone in a fair and transparent way. Crypto.com values diversity and inclusion, seeking candidates with a variety of backgrounds, perspectives, and skills that complement and strengthen our team. Personal data provided by applicants will be used for recruitment purposes only. Please note that only shortlisted candidates will be contacted.

Dallas, TX; Fort Worth, TX ** We are Olsson. We engineer and design solutions that improve the world around us. As a company, we promise to always be responsive, transparent, and focused on results - for our people, our clients, and our company. We're a people-centric firm, so it's no surprise our greatest asset is our people. The impact this creates is an environment that encourages our people to grow and be creative with their talents. This approach builds a culture that is uniquely Olsson. It allows us to grow our people as we grow our business. This, in turn, creates a lasting impact on the world around us. **Job Description** Olsson provides multidisciplinary, preliminary, and construction design services for mixed-use, commercial, and residential land development projects, along with industrial, sports, schools, and other site development types. The Client Manager role serves as the main point of contact for a specific client, a division of a larger client, or a targeted client at the team level, establishing solid relationships, building and maintaining a strong rapport, and ensuring overall client satisfaction. The Client Manager oversees client service management for the team, ensuring services that provide purposeful, high-quality solutions to successfully solve engineering and design needs. **Primary Responsibilities:** + Manages a key client account within the team or across multiple teams by serving as the main point of contact and working closely with project managers to lead project execution plans. + Develops a deep understanding of the client's business, as well as the industry, to present growth strategies, identify new opportunities, and cross-sell services to the client. + Creates communication plans unique to the client to ensure communication needs are satisfied by providing regular updates and reports to the client on the status of their projects. + May focus on a specific client targeted for growth opportunities for the team by executing a growth plan for the client and cross-selling services. + Leads efforts, in conjunction with the team leader and/or group leader(s), to secure repeat client work by focusing on exceptional client service. + Manages client expectations and negotiates outcomes. + Coordinates with internal leaders to address client concerns or conflicts and takes client feedback into consideration when making decisions. **Qualifications** **You are passionate about:** + Working collaboratively with others. + Having ownership in the work you do. + Using your talents to positively affect communities. **You bring to the team:** + Strong communication skills. + Ability to contribute and work well on a team. + Bachelor's degree in engineering or a related area is preferred. + A minimum of eight years of client experience with increasing responsibility. \#LI-DNI **Additional Information** Olsson specializes in engineering and design, client advisory services, planning, field services, and environmental. Improving the world has been our mindset from the very beginning, back when Olsson first opened for business in 1956. And it will be our mindset for years to come. As an Olsson employee, you will: + Receive a competitive 401(k) match + Be empowered to build your career with tailored development paths + Have the possibility for flexible work arrangements + Engage in work that has a positive impact on communities + Participate in a wellness program promoting balanced lifestyles In addition, full-time employees will receive our traditional benefits package (health care, vision, dental, paid time off, etc.) and the opportunity to participate in a bonus system that rewards performance. Olsson is an Equal Opportunity Employer. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. We do not discriminate against any applicant for employment or any employee because of race, color, religion, national origin, sex, sexual orientation, gender identity, gender, disability, age, military status, or other protected status. Olsson understands the importance of privacy and is committed to protecting job applicants' personal information. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California. Please read this Notice carefully to understand our privacy practices. For more information about the types of information we collect and how we use it in connection with your general access and use of our website, please review our general California Privacy Noticehere (************************************** . Create a Job Alert Interested in building your career at Olsson? Get future opportunities sent straight to your email.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Position Details: Industry: Banking Location: 16001 N Dallas Pkwy, Addison, TX - 75001 Job Title: Customer Relationship Manager Duration: 12 months Shift Timings: 9-6 local time, must be flexible to work within this shift Job Description: • General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout the default servicing lifecycle. • The Customer Relationship Manager (CRM) position requires expertise in loan modification. • The CRM serves as a single point of contact and trusted advisor for these borrowers. • Sensitivity to the nature of a distressed customer situation and professional demeanor are important attributes to possess in communicating with customers, as well as setting expectations, about loan status and possible difficult decisions up to the final resolution. • The CRM will oversee broad set of activities that include managing a portfolio of loans in default, loan modifications, document validation, NPV modeling, second mortgage modifications, short sale/ DIL, and answer technical foreclosure questions. In many cases, (e.g., short sale/DIL/foreclosure) the CRM will be needed to initiate and possibly facilitate connections and dialogue between the borrower and the appropriate expert who can address specific questions and situations. • The CRM will need to document notes in the customer-facing system and monitor accounts for trial payments, including lengthy repayment plans and special forbearances. • The CRMs responsibilities may also include assisting with non-customer facing activities, such as pre-validation document checking, impounding, escrow, and investor approvals. • Ability to clearly communicate the customer's current status and the steps that are required in order for us to make a Fair, Fast and Final decision. • Demonstrated ability to meet/exceed established performance metrics, such as: resolutions, quality and other various performance metrics such as answer rate and SLA adherence. Additional Information To know more on this position or to schedule an interview, please contact; Vishal Patel ************ vishal.npatel[@]collabera.com

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information. Responsibilities: Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members Participate in client meetings and assist with proposals and RFPs Ensure Salesforce (CRM) data is accurate and up to date Partner with Marketing to maintain brand consistency in presentations and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed Experience & Education: Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred **Employees assigned to certain healthcare-related roles may be required to participate in additional drug and alcohol screening program(s) in accordance with client requirements, such as but not limited to Coalition for Construction Safety ("CCS") regulations in the state of Indiana.** First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. Job Posted by ApplicantPro

**Sr WM Client Relationship Consultant** The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants. **Key Responsibilities and Duties** + Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. + Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy. + Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination. + Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy. + Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.). + Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs. + Identifies sales and asset retention opportunities. + Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution. + Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 3+ Years Required; 5+ Years Preferred **FINRA Registrations** + SRC Indicator: Series 7; Series 63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State) - Multiple Issuers required **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 7IC **Required:** + 2+ years of financial services experience. + Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date. **Preferred:** + 3+ years of financial services experience. + Series 7, 66 (or 63 and 65), and life and health insurance licenses completed. Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End Date:** 2026-01-23 Base Pay Range: $79,800/yr - $94,200/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). _____________________________________________________________________________________________________ **Company Overview** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us. **Our Culture of Impact** At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger. **Benefits and Total Rewards** The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* . **Equal Opportunity** We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* . **Accessibility Support** TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team: Phone: ************** Email: accessibility.support@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and smoke/free workplace. **Privacy Notices** For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being. **Privacy Notices** + For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ . + For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** . + For Applicants of TIAA Global Capabilities, click here (************************************************************************************ . + For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* . **Nondiscrimination & Equal Opportunity Employment** TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf) Pay Transparency Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)

The Client Manager works with and supports Producers, Senior Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of commercial/P&C accounts. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients. Location: This role requires a hybrid work schedule out of our Dallas office, 3 days a week in office. QUALIFICATIONS: You will find EPIC to be a fast-paced and fun environment and a workplace in which you truly can make a difference. Creativity and independent thinking is valued throughout our organization. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. ESSENTIAL DUTIES AND RESPONSIBILITIES: Overall Ongoing Service Duties Include: Ensure timely and consistent review of expiration list. Processes (during non-renewal periods) applications, policies, endorsements, binders/notice of elections, certificates, auto ID cards, audit requests/review, and other items related to the servicing of clients. Research and compile answers to client's policy, coverage, exclusions and related questions, incorporating support from other team members as needed. Assists broader service team and broking team in servicing clients. Provides support to Producers/Client Advocate and, if applicable, Client Executives, including preparing presentations and proposals, and participating in meetings with prospective clients as part of team. Prepares all invoicing and client allocations directly with EPIC Accounting. Resolve client billing issues with support from team members as appropriate. Provides standard office/administrative support as needed. Maintains Agency Management Systems and Share Drive files in real time. Establish and maintain open items lists with internal and external clients to ensure all deliverables are proactively managed. Prepare and maintain, schedules of insurance, summaries of insurance, and coverage illustrations. Consistently establishes and maintains high levels of trust and confidence with clients by promptly responding and resolving client questions and issues. Meet all quality and timeliness standards in the Agency Management Systems while properly documenting all activity. Oversee AR report for all assigned accounts, engaging Producer/ Client Advocate, Client Executive as needed. Access/manage third party certificate sites and carrier websites. Other duties may be assigned. Renewal Process Upon review of expiration list and in conjunction with Producer/CA/CE/Senior CM, schedule internal strategy meeting. Document meeting and subsequent next-steps with internal team. Support Producer/CA/CE/Senior CM/Broking Team with external strategy meeting presentation and materials. Prepare and review current program and expiring exposures for information gathering process with client. Request updated exposures from client and coordinate client responses with multiple client contacts as required. Request loss runs and compile loss summaries for renewals and on ad-hoc basis as required. Support submission process as required by assigned accounts. Coordinate proposal process in conjunction with Producer/CA/CE/Senior CM/Broking as required by assigned accounts. Manage policy checking process, including carrier corrections as needed, and policy delivery to clients within established timeframe. Manage the certificates of insurance, auto ID cards, and posting notices renewal process with clients to ensure timely and accurate issuance/distribution. Coordinate binding and post-binding processes, including order to bind, confirmation of coverage, evidence of coverage, etc. Obtain premium financing options, invoice the renewal and premium allocations. Other duties may be assigned. SUPERVISORY RESPONSIBILITIES: N/A KEY COMPETENCIES: Full knowledge of Property Casualty lines of coverage and services, including knowledge of insurance renewal end-to-end process. Ability to understand coverage questions. Recognize problems and respond appropriately. Able to analyze situations logically in order to draw solid conclusions. Strong attention to detail and time management abilities. Ability to handle highly sensitive and confidential information. Customer service oriented. Enthusiasm and zest for continual learning. Strong ability to multi-task and assign priority. Ability to work effectively and efficiently both with and without direct supervision. Ability to work effectively and efficiently in a team environment as well as independently. Strong interpersonal communication skills, both written and oral. Working knowledge of Microsoft Office suite of programs including Word, Excel, Outlook, etc. EDUCATION and/or EXPERIENCE: High school diploma or G.E.D. equivalent required. College degree preferred. 3 plus years of commercial property and casualty insurance experience in a client facing role. Insurance industry designations preferred but not required. CERTIFICATES, LICENSES, REGISTRATIONS: Property and Casualty Broker License Valid Driver License PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to move around, sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk. OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Hybrid