The Sr. Salesforce Client Partner - Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, the individual will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, conducting business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to collaborate closely with Salesforce on joint pursuits to win deals, and partner with a cross‑functional internal team to write the Statement of Work (SOW) and present to business leaders.
Responsibilities Include:
Develop new relationships and leverage internal relationships at Salesforce with Account Executives (AEs), Regional Vice Presidents (RVPs), and Area Vice Presidents (AVPs) to source and close new pursuits. This includes commuting to and from the Salesforce New York tower in Bryant Park once per week or more as required while building the book of business.
Partner with the Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking, and fintech industries, leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue Management, and Data 360.
Produce and consistently manage a healthy pipeline of $3X$ the monthly quota with accurate next steps and close dates in as close to real‑time as possible.
Maintain an accurate forecast of the business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90‑day period with high fidelity.
Develop and maintain account plans, tier accounts, and cover the territory of existing accounts to reliably generate upsell pipeline across Agentforce 360.
Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits.
Simplify complex Salesforce architecture proposals, including those leveraging Salesforce AI and Agentforce Revenue Management, into clear, actionable insights that highlight business impact and resonate with executive leadership.
Basic Qualifications:
5+ years experience full life cycle in Services or solution‑selling sales.
2+ years experience selling into wealth, asset management, and/or capital markets firms.
2+ years experience selling in the Salesforce ecosystem.
Experience selling to C‑level executives at mid‑market to enterprise‑level companies within the financial services space.
Adhere to and demonstrate expertise with a disciplined sales methodology (MEDDIC/MEDDPIC, Sandler, Spin, etc.).
Desired Qualifications:
Professional Services experience at a Salesforce solution implementer.
Hands‑on experience in front or back‑office for capital markets, wealth management, insurance, banking, and fintech industries.
Track record of business value selling and quantifying impact/ROI in solutions.
Strong technical aptitude or experience selling as a Solutions or Sales Engineer.
How You'll Embody Our Core Values
Put People First by building trusted relationships with clients and mentoring teammates.
Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others.
Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction.
Take the Path You'll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges.
Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact.
Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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$122k-195k yearly est. 1d ago
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Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
Relationship manager job in New York, NY
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, RelationshipManager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 3d ago
Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Edison, NJ
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
$48k-56k yearly est. 14d ago
Senior Manager-Client Management
American Express 4.8
Relationship manager job in New York, NY
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions.
As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged.
**Key Responsibilities:**
* Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients.
* Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives.
* Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations.
* Partner with global payments consulting and servicing teams to proactively resolve operational challenges.
* Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities.
* Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results.
* Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities.
**Minimum Qualifications:**
* Experience in client management required - expertise in payments and B2B experience a plus
* Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives
* Excellent influencing and collaboration skills, internally and externally
* Strong strategic thinking, analytical and problem resolution skills
* Proven ability to drive results in a highly complex and dynamic external marketplace
* Experience negotiating client agreements and contracts
* Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize
* Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems
* Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment
* Excellent oral/written communication and presentation skills a must
* Thrives in an ambiguous environment and quickly changing external marketplace
* Bachelor's degree required
* Candidate must reside in or be willing to relocate to the Greater NYC Metro area
**Qualifications**
Salary Range: $103,750.00 to $174,750.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
**Job:** Sales
**Primary Location:** US-New York-New York
**Schedule** Full-time
**Req ID:** 26000504
$103.8k-174.8k yearly 4d ago
Head of Customer Success
Method Financial
Relationship manager job in New York, NY
Meet Method
We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans.
We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
The impact
As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build.
Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution.
This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!
What you'll do
Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve.
Who you are
Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams.
Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy.
Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success.
Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company.
Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact.
Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution.
Exceptional collaborator who builds strong relationships across diverse teams and organizations.
Extra awesome
Experience in finance or fintech industries.
Track record in early-stage or startup environments.
Familiarity with Linear, Retool, and modern CS tech stacks.
--
The annual US base salary range for this role is: $200,000 - $250,000.
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$73k-116k yearly est. 4d ago
Payments Banking Manager
Accenture 4.7
Relationship manager job in New York, NY
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ******************
In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
Financial Services Payments Practice
The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include:
Payment Innovation (e.g., digital payments, wallets, etc.)
Card Issuing
Retail Bank Payments
Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments
As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities.
Key Responsibilities:
Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods.
Conduct operating model assessments (people, process, org) and client needs assessments.
Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals
Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements.
Serve as a business architect during client engagements.
Participate in the development of best-in-class, reusable assets.
Participate in business development to originate new client opportunities.
Must be willing to travel up to 80% (Monday - Thursday)
Qualification
Here's What You Need:
* 5+ years of relevant experience in one or more specific payment areas in any of the following payment domains:
o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer
o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments
o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT
o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery
* 5+ years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider.
Preferred Qualifications:
Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models
Successful track record of performing operating model design, business process design, and system functional design.
Experience with vendor platforms enabling seamless delivery of payments products is preferred.
Ability to develop and managerelationships with client management.
Payments industry expertise in alternative/emerging payments
Understanding of end-to-end payments lifecycle
Business Architecture - Applied in solution planning, and requirements definition and analysis
Baseline understanding of the principles of technology
Requirements Analysis
Functional Design
Professional Skills Required:
Proven ability to work independently and as a team member
Proven ability to work creatively and analytically in a problem-solving environment
Excellent leadership, communication (written and oral) and interpersonal skills
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here.
Role Location Annual Salary Range
California $94,400 to $293,800
Cleveland $87,400 to $235,000
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Maryland $94,400 to $253,800
Massachusetts $94,400 to $270,300
Minnesota $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
Locations
$100.5k-270.3k yearly 7d ago
Business Banking Relationship Manager-Brooklyn
The Association of Technology, Management and Applied Engineering
Relationship manager job in New York, NY
This job is responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small business accounts while adhering to procedural guidelines.
Responsibilities
Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee‑centric culture
Required Qualifications
Has proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Is passionate about outside sales and enjoys spending time prospecting
Wants to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Has excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Desired Qualifications
Community leadership
Strong computer skills with an ability to multitask in a demanding environment
Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Skills
Client Experience Branding
Client Management
Client Solutions Advisory
Customer and Client Focus
Pipeline Management
Credit Documentation Requirements
Financial Analysis
Oral Communications
Prioritization
Written Communications
Coaching
Interpret Relevant Laws, Rules, and Regulations
Prospecting
Risk Management.
Minimum Education Requirement
High School Diploma/GED or equivalent work experience
Shift
1st shift (United States of America)
Hours Per Week
40
Pay Transparency details
US - NY - Brooklyn - 474 Fulton St (NY5615)
Pay range $75,000.00 - $95,000.00 annualized salary, offers to be determined based on experience, education and skill set.
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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$75k-95k yearly 2d ago
Senior Customer Success Manager
Connecticut Innovations 3.9
Relationship manager job in New York, NY
Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech.
Come join Curacity: Hotel marketing software that turns media into revenue!!
Position: Senior Customer Success Manager
Reports to: VP of Customer Success | Grace (. | LinkedIn
Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday)
About Curacity
Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT.
Position Overview
We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like
Travel + Leisure
,
Food & Wine
, and
AFAR
to drive measurable demand, bookings, and revenue.
This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers.
What You'll Do
Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives
Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations
Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact
Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations
Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments
Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations
Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges
What We're Looking For
5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts
Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred
Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently
Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets.
Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon
Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held
Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data
Hospitality, marketing technology, or media experience strongly preferred
Why Curacity?
You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing.
What We Offer
Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including:
Equity: Stock options are offered to all full-time employees
Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution
Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees)
Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year
PTO: 15 personal days, in addition to 10+ public holiday closure dates
Wellness: $100 monthly stipend for health and wellness related activities
Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members
Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap
Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation.
Equal Opportunity
Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law.
We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
$74k-114k yearly est. 4d ago
Bank Manager
Fintrust Connect
Relationship manager job in Lyndhurst, NJ
For more Job Opportunities follow FINTRUST CONNECT here:
FinTrust Connect: Jobs | LinkedIn
Branch Manager I -Lyndhurst, NJ
FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures.
Why this Opportunity?
Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees.
Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ
Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships
Requirements:
High School diploma.
Minimum of 3 years of branch management/supervision experience preferred.
Solid interpersonal skills, including listening, written and verbal communication.
Ability to work with a wide variety of personalities in a courteous and professional manner.
Solid math and analytical skills.
Ability to understand and follow safety and security practices.
Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities.
Strong customer service/advocacy skills.
Solid organizational and time management skills
Ability to effectively coach, develop and manage staff performance.
Description:
Manage and own all facets of day-to-day branch operations.
Manage the successful execution of the internal sales process by all staff to drive results.
Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors.
Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance.
Actively participate in in local community and business events.
Assist the Market Manager in creating the annual business plan for their financial center.
Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met.
Ensure the branch meets and exceeds corporate audit and compliance audit expectations.
Responsible for managing branch profitability.
Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis.
Handle scheduling to effectively meet branch productivity and efficiency standards.
Perform and review branch audits.
$90k-140k yearly est. 2d ago
Customer Success Manager
RSM Facility Solutions
Relationship manager job in Paramus, NJ
The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies.
This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales.
Job Responsibilities:
• Negotiate contracts and close agreements to maximize profit.
• Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients.
• Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements.
• Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients.
• Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status.
• Other duties as required or assigned.
• Assist with high-severity requests or issue escalations as needed.
Proficiencies:
• Strong organizational skills
• Attention to detail
• Possess friendly and positive disposition
• Adaptable and able to work in a fast-paced environment.
• Ability to manage multiple projects at a time
• Display effective communication skills
• Negotiation skills
Requirements
Supervisory Requirements:
This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company.
Education/Experience:
• College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify.
• Customer service experience, preferably in a retail, restaurant, or related environment.
• Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment
• To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge.
Work Environment/Physical & Visual Demands:
• This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand.
• This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business.
• Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance.
• Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading.
• Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes
$86k-135k yearly est. 1d ago
Customer Success -PM (On-Site)
Multi-Pak Packaging
Relationship manager job in West Caldwell, NJ
The Customer Success Project Manager (CSPM), under the Commercial Business Unit, is responsible for the ongoing project management and support of active customer accounts. Each CSPM will oversee a portfolio of clients, with distinct needs, service level expectations, and business requirements.
The CSPM is accountable for accurate forecasting, planning, execution, and the on-time delivery of finished goods. Acting as the primary point of contact between the customer and internal departments (Operations, Logistics, QA, Finance, Procurement), the CSPM ensures effective coordination across all departments, while proactively identifying risks, resolving issues, and uncovering opportunities for growth.
This role requires strong project management skills, confident and effective communication, particularly in customer-facing interactions, and the ability to prioritize competing deliverables by assessing both impact and urgency.
CSPMs must bring a mindset centered on customer retention and account growth, acting not just as project managers, but as leaders responsible for customer satisfaction, effective and timely solutions and account growth.
RESPONSIBILITIES:
Position Summary:
Project Management:
• Serve as the primary point of contact for assigned commercial accounts, building strong, long-term relationships
• Maintain regular communication with customers to review forecasts, PO timelines, and open action items
• Ensure all customer deliverables are met on time and in full, escalating risks early with potential solutions identified
• Understand client goals, challenges, and priorities to ensure successful outcomes
• Support account growth, client retention, and high customer satisfaction
• Develop and manage project timelines from inception through completion, ensuring all deliverables meet timeline expectations
Forecasting & Execution:
• Track and monitor monthly forecasts for assigned accounts
• Collaborate closely with Finance and Procurement to proactively flag changes in demand to avoid delays in procurement of material
Annual Pricing Review:
• Participate in the annual pricing review process by reassessing active SKUs within their account portfolio
o This exercise requires the PM to be aware of potential componentry increases as well as actual production of finished good performance
• PMs are responsible for presenting and communicating final pricing recommendations internally and externally to the customer
Nonessential Functions/Demands:
• Other responsibilities as assigned by manager.
QUALIFICATION REQUIREMENTS:
Required
• Bachelor's degree in Business, Project Management, Communications, or related field.
• 2-5 years of experience in client facing roles with responsibilities in project and/or account management.
• Strong organizational and multitasking skills with the ability to manage multiple clients at once.
• Excellent written and verbal communication skills.
• Ability to build strong relationships and collaborate effectively with internal and external partners.
• Proficiency in Google Sheets
• Excellent in Word, Excel & PowerPoint
• Strives in a fast-paced environment with tight deadlines.
Preferred
• Experience in a manufacturing, packaging, supply chain, or production-focused environment.
• Knowledge of supply chain processes, material planning, or production scheduling.
Salary Range: $90k - $100k
$90k-100k yearly 5d ago
Account Manager
AEG 4.6
Relationship manager job in South Hackensack, NJ
Who We Are: Capelli Sport is a global multi-sports brand based in New York City and New Jersey, specializing in team sports. With a strong club community reaching all corners of the world, we empower and unite people from amateur, to youth and pro clubs. Our goal is to build equal and diverse playing fields where everyone can be themselves, live up to their full potential, and enjoy safe experiences. Our passion for creating products from lifestyle apparel to footwear and performance match kits enables athletes and teams to maximize their success on the field and beyond. Capelli Sport supports all athletes through a unique global sports ecosystem with a focus on service excellence. With years of knowhow on our side, we always deliver an exceptional customer experience. By players, for players, Capelli Sport is deeply rooted in sports culture.
What We Are Looking For:
Capelli Sport is looking for an Account Manager to join our team. You will be joining an established Sales team responsible for managing our book of business, consisting of youth soccer clubs across the country. In this role, you will be responsible for the day-to-day responsibilities for each account, supporting the sales team & Sales Executives; building strong relationships with our clients; ensuring projects stay on track, and customer orders are written with urgency. This role will be salary based, 40 hours per week minimum.
About the Role:
Manage day-to-day responsibilities for accounts within assigned book of business
Support Sales Executives on tasks including preparing presentations, line sheets, reports, etc.
Provide high level of customer service
Draft internal/external Project Schedules to ensure projects remain on track
Study contracts within your book of business to better understand deliverables and club benefits
Develop strong knowledge of Capelli Sport product offerings and give insights on the best product(s) for good fit for customers
Study and memorize the Capelli Sport catalog, Available to Sell inventory (ATS), as well as other product knowledge
Collaborating with various internal departments to ensure that they fulfill all clients' requests
Ensure timely and successful delivery of our Sales Executives' needs
Overseeing relationship with different clubs and clients
Manage a team of Account Managers
About You:
You have a Bachelor's degree from an accredited college
You have experience with project management
You have the ability to collaborate with other team members
You have an attention to detail and keep organized
You have experience with CRM platforms such as Salesforce
You have a track record of driving results
You're hardworking and goal-oriented
You have a tireless positive attitude
You have a growth mindset and view challenges as learning opportunities, not failures
You love getting to know new people and helping them improve their product/services.
Capelli Sport LLC. is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, age, veteran or military status, or any other category protected under the law. Capelli Sport is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation
$77k-109k yearly est. 4d ago
Senior Account Manager
Remoteworldwide
Relationship manager job in New York, NY
We are hiring an experienced ‘Senior Account Manager' to further invest in our existing client relationships and new business opportunities
You likely have at least 7 or more years of relevant experience between project and account management
We are a distributed team working remotely (10am - 6pm EST)
Bonus if you live in NY/Brooklyn but not a requirement
We are open to considering applicants with higher levels of experience, but this is not an entry level or junior role
If you believe you are more of a Project Manager, please consider applying to our General Application. We may open a round of hiring for a Project Manager soon, but it is not open yet and will start by reviewing candidates there.
What we are looking for
Client partnership:You have impressive experience partnering with your clients and your team on projects and ongoing retainers; from their successful completion to expanding a client partnership
New business focus:You are experienced in overseeing proposals, meetings with potential clients, and have a genuine interest in continuing to develop this area of your career with a supportive team
Website & digital project management background:You have past experience in project management of medium to large digital creative projects, particularly websites, in a relevant agency setting, equipping you to be a successful account manager and collaborator to project managers
Nonprofit experience:You have experience of working with progressive organizations as your clients: nonprofits, foundations, and cultural institutions -otherwise, a genuine demonstrated interest in social impact
Digital strategy background (a plus):Having past experience in directly advising clients on relevant digital strategy or related roles is a plus as a thought partner to clients, even if active strategy work would be carried out by strategists on the team
Interest in developing the discipline:You are interested in contributing to our agency's account management standards, documentation, guides..etc. recognizing that account management is a team effort
Benefits & Compensation
Starting salary $80,000 to $120,000 commensurate with experience and may be adjusted based on your working location; with 5% to 20% of additional compensation as described below
Up to 5% additional income through 401k employer match (after 3 months of employment)
10% to 15% of additional tentative income through discretionary end of year profit sharing and bonuses
Generous health, dental, and vision insurance benefits
Employer matched donations to causes you care about
Flexible PTO in addition to federal and team-wide days off
Remote work supported with occasional opportunities to get together
Significant investment towards onboarding, training, and your career
Room for growth towards Associate Director and Director level roles
How to Apply
We invite you to learn more about our culture, projects, and approach. Please spend time with our featured case studies on our website, check out our IG account@madeo_studio , and apply below to learn more about compensation and get started.
Madeo Studio is an award-winning creative agency specializing in social impact work, creating brands, websites, and digital products for nonprofits and mission-driven startups.
#J-18808-Ljbffr
$80k-120k yearly 1d ago
Senior Account Manager
Fwd People
Relationship manager job in New York, NY
FWD People is a full-service strategic marketing agency delivering meaningful and measurable results in the health and non-profit sectors. We take pride in being our clients' trusted strategic partner-staying ahead of the curve, and leveraging our expertise and foresight to help them navigate change and seize opportunities. We approach every challenge with a commitment to innovation, excellence, and empathy, and we seek the same qualities in our leaders. As a fast-growing, senior team, we're excited to welcome more forward-thinking individuals who will help us drive growth, foster positive change within our client's industries, and have fun along the way.
We're looking for a Senior Account Manager who brings confidence, strategic instinct, and operational excellence to some of our most important accounts. You'll lead day-to-day client relationships, guide multi-workstream programs from insight through execution, and help shape the work with both strategic perspective and operational rigor. You'll also play a meaningful role in strengthening our processes, mentoring teammates, and contributing to organic and new-business growth.
This role is ideal for someone who is equal parts relationship leader, strategic thinker, and operational anchor. Someone who anticipates needs, speaks the client's language, brings calm to complexity, and helps teams deliver high-quality work that moves the needle. If you love being the connective tissue between client vision and team execution - and you thrive in fast-paced, senior, collaborative environments - you'll feel right at home here.
At FWD, we care deeply about our work and the people we work with. We take our no-jerk policy seriously. You'll thrive here if you bring ownership without ego, curiosity, a sense of humor, and a genuine commitment to building brands - and relationships - that matter.
What You'll Do
Lead client relationships with confidence and clarity. Act as a trusted partner to client teams, building strong relationships through strategic guidance, proactive communication, and clear, timely decision-making.
Own and orchestrate complex, multi-stream projects. Drive the overall momentum of engagements - from initial strategic framing to day-to-day delivery - ensuring teams are aligned, risks are surfaced early, and work moves forward smoothly and predictably.
Provide strategic POV and elevate the work. Bring sharp thinking, industry context, and a problem-solving mindset to help shape briefs, refine deliverables, and connect creative and strategic output to client goals.
Manage financial performance. Monitor scope, staffing, burn, and forecasts with precision. Build smart estimates and partner with Operations to optimize utilization and keep projects financially healthy.
Guide cross-functional teams. Motivate and coordinate multidisciplinary partners - strategy, creative, medical, digital, and operations - to deliver work that meets the highest standards of clarity, craft, and accuracy.
Ensure operational excellence. Maintain rigorous project tracking, create timelines that work, manage regulatory workflows, and ensure all submissions and deliverables meet quality, compliance, and brand standards.
Identify opportunities for organic growth. Spot patterns, anticipate future needs, and surface strategic opportunities that deepen relationships and fuel long‑term account growth.
Contribute to agency growth and new business. Support pitch development, proposal writing, scoping, and positioning - bringing a thoughtful, solutions-oriented lens to new opportunities.
Mentor and support teammates. Share best practices, model strong account leadership behaviors, and help cultivate a culture of clarity, ownership, and excellence across the Account team.
What You'll Bring
7+ years of account management experience within a creative or strategic marketing agency - including experience supporting animal health, pet care, or adjacent clients.
A proven ability to lead client relationships. You build trust quickly, speak with strategic authority, and guide clients through decisions with clarity, honesty, and calm.
Strong strategic and business instincts. You understand the “why” behind the work, connect dots across business, market, and audience context, and help teams focus on what matters most.
Expert project leadership. You know how to run complex programs, balance competing priorities, and keep teams on track in fast-moving environments without losing sight of quality.
Financial acumen. You're fluent in scope, burn, utilization, staffing plans, forecasting, and the levers that keep projects healthy.
Clear and persuasive communication. You articulate ideas succinctly, navigate sensitive conversations thoughtfully, and collaborate easily with senior leaders and cross-disciplinary partners.
Adaptability and judgment. You make sound decisions in ambiguity, stay steady when things get messy, and model the kind of leadership that helps teams feel grounded.
A collaborative, positive, solutions-first approach. You solve problems with curiosity, bring calm to pressure, and elevate the people around you.
Interviewing at FWD People
We believe in transparency and respect for your time. Our hiring process is designed to be open, fair, and as straightforward as possible, giving you a clear picture of what to expect while also giving us a chance to get to know you. Here's how it works:
Initial Conversation: A friendly chat to learn about your background, goals, and what excites you about this opportunity (and in general).
In-Depth Interview: A deeper discussion about your skills, experiences, and how you envision contributing to our team.
Scenario Conversation: A collaborative discussion where we'll walk through a few real-world scenarios together. This is an opportunity to show us how you think through challenges, make decisions, and approach problem-solving.
Final Interview: An onsite conversation with some additional folks on our team and leadership to explore how your unique talents align with our mission and values.
We know that interviewing can sometimes feel overwhelming, which is why we're committed to keeping the process clear and communicative every step of the way. We're excited to learn more about you and appreciate you taking the time to get to know us!
Working at FWD People
We are a senior team that champions integrity, adaptability, excellence, and growth. Here, you'll collaborate with solution-focused colleagues to advance both our clients and our teams. Our office is located in Brooklyn Heights, and we offer a flexible hybrid work schedule.
We value in-person collaboration and connection but also understand the importance of offering the flexibility to work from home.
We are dedicated to creating a diverse, equitable, and inclusive workplace where everyone feels valued and respected. As an equal-opportunity employer, we welcome differences in race, gender, age, sexual orientation, disability, and more. We believe that diversity drives innovation and success, and we are committed to ensuring equal opportunities and fostering a culture of respect and collaboration.
Benefits & Comp
At FWD, we believe in supporting our team both personally and professionally. We offer excellent benefits, including 25 days off per year + 16 paid holidays, matching 401(k), medical, dental & vision, paid maternity & paternity leave, home office setup, yearly team retreats, and a comprehensive professional development program including executive coaching and a yearly professional development stipend. As we continue to grow, we enhance our benefits package to meet the needs of our team. The salary range for this role is $105,000-$115,000. This role is ideally based in NYC (Brooklyn) with a flexible hybrid work schedule.
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$105k-115k yearly 1d ago
Account Manager
Talent 4.8
Relationship manager job in New York, NY
Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion.
Compensation: $100K base + $140K OTE (uncapped)
Responsibilities
Grow and expand relationships within an existing customer base
Identify upsell and cross-sell opportunities to drive revenue
Ensure clients continue to see strong value in the platform
Deliver exceptional customer experiences through trusted partnerships
Lead discovery and demo calls
Qualifications
2+ years in a client-facing sales or account management role
Strong communication and presentation skills
Proven success in revenue growth through retention and upsells
Experience selling into complex or non-technical customer environments (healthcare tech a plus)
Experience in the SaaS space
Experience delivering product demos or presenting solutions to clients
Interested? Reach out to ************************************** or apply directly!
$100k-140k yearly 5d ago
Client Relationship Manager
Latham & Watkins LLP 4.9
Relationship manager job in New York, NY
About Latham & Watkins
Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration.
About the Role
The Client Engagement Manager is an integral part of Latham's Business Development team. This role will be responsible for managing and enhancing the firm's global client relationships, while collaborating with the lead relationship partners and the core teams to develop, implement, and track annual plans, acting as a driving force to develop annual goals and supporting objectives, ensuring actions are agreed, allocated and delivered, and holding team members accountable. This role will be located in our New York office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.
Responsibilities & Qualifications
Other key responsibilities include:
Actively monitoring relationship maps, fostering regular dialogue with key contacts and develops new relationships across the client businesses, and liaising with internal stakeholders to coordinate client-specific activities as part of the “cohort” approach to the clients
Developing and implementing account plans for the relevant portfolio of clients, leveraging industry research, partnering with our Tactical Opportunities team, and using competitor analysis to inform strategies
Acting as a member of the department leadership team, driving agendas for internal team meetings, capturing and following up on action points, collaborating with other client team leaders and beyond to seek out and implement best practices for the client team portfolio
Preparing regular financial and non-financial reports for clients and internal audiences, interpreting data to inform decision-making, collaborating with the Firm's commercial team to monitor financial performance, efficiently addressing challenges, and proactively suggesting augmentations to commercial terms
Building and maintaining relationships with client contacts, identifying opportunities to add value to the client relationship, working to spot opportunities for revenue generation and leverage firm collateral to win work
Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains
We'd love to hear from you if you:
Exhibit the ability to work both independently and collaboratively within a team
Demonstrate excellent research, analytical, and project management skills
Possess strong attention to detail and superior written and oral communication skills
And have:
A Bachelor's degree or equivalent
A minimum of five (5) years of experience in a client relationshipmanagement role, preferably
A minimum of seven (7) years of relevant cumulative experience
Benefits & Additional Information
Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes:
Healthcare, life and disability insurance
A generous 401k plan
At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
Professional development programs
Employee discounts
Affinity groups, networks, and coalitions for lawyers and staff
Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.
Please click here to view the full job description for this role.
Please click here to review your rights under U.S. employment laws.
#MidSenior
#LI-JB1
Pay Range USD $150,000.00 - USD $170,000.00 /Yr.
$150k-170k yearly Auto-Apply 60d+ ago
Client Relationship Manager
Nardello 3.0
Relationship manager job in New York, NY
Nardello & Co., a leading global investigations firm, seeks a Client RelationshipManager to strengthen relationships with key clients and support business development initiatives. Reporting to the Chief Business Development & Marketing Officer in New York, this role is primarily focused on US activities with some global elements; requires a proactive, detail-oriented professional with experience in client development strategies, CRM management (Salesforce preferred), and stakeholder engagement.
Key Responsibilities
Develop and execute client relationship strategies and growth plans.
Monitor client-related news and share updates internally.
Identify cross-selling opportunities with Client Relationship Leads.
Coordinate client training sessions, CLEs, and events.
Manage client gifting programs and maintain client databases.
Track expenses and ensure alignment with marketing budgets.
Research and build targeted event lists.
Analyze client data and prepare BD activity reports.
Collaborate with Marketing, IT, Legal, and Operations on client initiatives.
Qualifications
Minimum of 57 years of client relationship or account management experience in global professional services; legal or investigations sector knowledge preferred.
Demonstrated ability to develop and implement client development strategies in the US, international exposure a plus.
Strong project management, communication, and organizational skills.
Ability to work independently in a fast-paced environment.
Proficiency in Microsoft Office; Salesforce experience highly preferred.
Bachelors degree preferred.
Additional Details
Hybrid work environment; some travel required.
Competitive compensation and benefits.
Nardello & Co. is an Equal Opportunity Employer.
Who We Are
With offices in New York, London, Washington DC, San Francisco, Los Angeles, Hong Kong, Singapore, and Dubai, Nardello & Co. is a global investigations firm whose experienced professionals handle a broad range of matters including due diligence, anti-corruption and fraud investigations, civil and white collar criminal litigation and arbitration support, asset tracing, activist defense, political risk and strategic intelligence, digital investigations and cyber defense, monitorships and independent investigations, and compliance.
Nardello & Co. enjoys a reputation as the best kept secret of leading law firms and financial institutions, Fortune 500 and FTSE 100 companies, high-net-worth individuals and family offices, governments, NGOs, sports organizations, and academic institutions who know that managing risk effectively requires choosing the best investigative partner.
We believe that excellence starts with having the right people. Our professionals have spent their entire careers building and enhancing their expertise. Our professional team includes former US federal prosecutors, US and international lawyers, former law enforcement personnel and intelligence operatives, licensed investigators, research analysts, former journalists, financial crimes specialists, forensic accountants, and computer forensic experts. Our team is composed of proven performers who think creatively and strategically, adhere to the highest ethical standards, and are committed to excellence.
$105k-161k yearly est. 29d ago
Commercial Banker - Emerging Middle Market - Vice President
Jpmorganchase 4.8
Relationship manager job in Iselin, NJ
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
$56k-92k yearly est. Auto-Apply 28d ago
Strategic Salesforce Client Partner for FinServ Growth
Plative
Relationship manager job in New York, NY
A leading provider of Salesforce solutions is seeking a Sr. Salesforce Client Partner to drive growth in the Financial Services sector. Responsibilities include building relationships, managing a robust sales pipeline, and collaborating with internal teams to deliver innovative solutions. Ideal candidates possess extensive experience in solution selling and engaging with C-level executives within financial services. The role is based in New York, offering a dynamic opportunity for creative problem solvers.
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$122k-195k yearly est. 1d ago
Senior Manager-Client Management
American Express 4.8
Relationship manager job in New York, NY
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions.
As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged.
Key Responsibilities:
Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients.
Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives.
Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations.
Partner with global payments consulting and servicing teams to proactively resolve operational challenges.
Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities.
Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results.
Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities.
Minimum Qualifications:
Experience in client management required - expertise in payments and B2B experience a plus
Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives
Excellent influencing and collaboration skills, internally and externally
Strong strategic thinking, analytical and problem resolution skills
Proven ability to drive results in a highly complex and dynamic external marketplace
Experience negotiating client agreements and contracts
Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize
Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems
Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment
Excellent oral/written communication and presentation skills a must
Thrives in an ambiguous environment and quickly changing external marketplace
Bachelor's degree required
Candidate must reside in or be willing to relocate to the Greater NYC Metro area
Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
How much does a relationship manager earn in Irvington, NJ?
The average relationship manager in Irvington, NJ earns between $68,000 and $146,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Irvington, NJ
$100,000
What are the biggest employers of Relationship Managers in Irvington, NJ?
The biggest employers of Relationship Managers in Irvington, NJ are: