Relationship manager work from home jobs

Statistics show that women and underrepresented groups tend to apply to jobs only if they meet 100% of the qualifications. Sobi encourages you to change that statistic and apply. Rarely do candidates meet 100% of the qualifications. We look forward to your application! At Sobi, each person brings their unique talents to work as a team and make a difference. We are dedicated to developing and delivering innovative therapies to improve the lives of people who live with a rare disease. Our edge comes from our team of people and our commitment to patients. Our Mission And Culture At Sobi North America Get Us Excited To Come To Work Every Day, But Here Are a Few More Reasons To Join Our Team Competitive compensation for your work Generous time off policy Summer Fridays Opportunity to broaden your horizons by attending popular conferences Emphasis on work/life balance Collaborative and team-oriented environment Making a positive impact to help ultra-rare disease patients who are in need of life saving treatments Job Description The Clinical Account Manager (CAM) acts as the primary customer contact for sales demand creation by executing marketing strategy and promoting Sobi products as lead by the Regional Sales Director. In this strategic role, the CAM provides current and comprehensive clinical knowledge of Sobi's products and effectively communicates the on-label clinical benefits of the products. As a sales leader, the CAM is expected to achieve territory sales by executing Plan of Action (POA) marketing strategies, which includes delivering branded sales messages to customers, representing Sobi at local meetings, and achieving or exceeding sales targets. Please note this is a remote position but candidate must reside within the territory (Cleveland, OH) Responsible for representing Sobi's products and services to a defined customer base, generating and growing sales and consistently achieving or exceeding sales goals within a specific geographic area and actively promotes the appropriate use of Sobi products to healthcare professionals in accordance with all Corporate, PhRMA, and OIG guidelines Comprehensive understand of Sobi and competitor products in their therapeutic area, and an in-depth knowledge of the disease states. Develops and implements a territory business plan to meet customer needs and achieve sales goals and weekly analysis of territory sales data to help prioritize physician targeting and ensure accurate reporting of physicians Strict compliance with all regulatory agencies, state, and federal law is required. Prepares territory budget plans for customer contacts, local symposia, and other miscellaneous external expenditures Assists in the identification and resolution of issues and opportunities and communicates proactively to sales and marketing management. Reports all adverse events to Sobi's Drug Safety department as appropriate per required guidelines Performs all administrative functions require of the position, including reporting call activity and customer information into the appropriate call reporting system in a timely manner, submitting expenses, etc. Qualifications Located within the territory BA/BS in business or science Minimum of 5 years' with dedicated hospital selling experience in the Pharmaceutical or Biotechnology industry, with minimum of 3 years' specialty sales experience in the Pharmaceutical or Biotechnology industry A CAM will have a minimum of 3 years' of biologics sales experience that will utilize a specialty pharmacy or 8 years with dedicated hospital selling experience. Experience with a transition of care/patient journey process from the hospital to the outpatient setting Demonstrated history of high sales performance Experience with single source pharmacies, reimbursement programs, managed care, and formulary Strong work ethic, ability to develop priorities, and manage time appropriately in a large, assigned geography. Travel within the assigned territory, including overnights, which could be as high as 40-50% in some cases. Must be based in, or located near given geographic territory (relocation will not be provided) This individual will also be responsible for accurately performing all administrative functions require of the position, including reporting call activity and customer information into the appropriate call reporting system in a timely manner, submitting expenses, etc., and travel within the assigned territory, including overnights, which could be as high as 40-50% in some cases. Must be based in or located in close proximity to given geographic territory (relocation will not be provided). Additional Information Compensation and Total Rewards at Sobi At Sobi, we are dedicated to providing our employees with a comprehensive and industry-competitive total rewards package. Our compensation philosophy is designed to recognize and reward talent, ensuring that your contributions are valued and reflected in your overall rewards. Benefits Your total compensation at Sobi goes beyond just your base salary and annual bonus. It also includes a robust suite of benefits, such as: A competitive 401(k) match to support your financial future. Tuition and wellness reimbursements to invest in your personal and professional growth. A comprehensive medical, dental, and vision package to prioritize your health and well-being. Additional recognition awards to celebrate your achievements. The base salary range for this role is 120,000 - 190,000. Each individual offer will be determined based on several factors, including your experience, qualifications, and location. Additionally, this role is eligible for both short-term and long-term bonuses, as outlined in the plan details. All Sobi employees need to demonstrate behaviors in line with Sobi's core values: Care, Ambition, Urgency, Ownership and Partnership. Are you ready to be on the Sobi team? Come join a culture that empowers every person to be the person that makes a difference for rare disease. Why Join Us? We are a global company with over 1,700 employees in more than 30 countries and are committed to the societies where we operate. With a deeply skilled management team directing our day-to-day wins, and a Board with a stellar track record, we're ready to take on the world's diseases, ailments and adversity. Our people believe they have the power to make a positive impact in others' lives because that's exactly what we do here. If you're seeking a career that taps into your talents in a way that makes the world a better, healthier place, we just may have a job for you. We know our employees are our most valuable asset, and our culture conveys that. We offer a competitive benefits package, to support the health and happiness of our staff. Sobi Culture At Sobi, we refuse to accept the status quo. This is because we have witnessed first-hand the challenges facing those affected by rare diseases, and have used this knowledge to shape our business to find new ways of helping them. As a specialized biopharmaceutical company, we are dedicated to rare diseases. And we see this focus as a strength. By effectively turning our research into ground-breaking treatments, we help make medicine more accessible and open up more possibilities for patients and more opportunities for those caring for them. This has been our approach since day one, but we know we can't change the world of rare diseases on our own. Accomplishing this requires strong partnerships with patients, partners and stakeholders across the entire value chain. Together, we define how our business can create solutions that serve the needs of those affected by rare diseases while facilitating sustainable growth. An Equal Opportunity Employer Sobi is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at Sobi are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity, protected veterans and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status or protected groups by the laws or regulations in the locations where we operate. Sobi is an affirmative action and equal opportunity employer. Disabled/Veterans. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this website to apply for a vacancy as a result of your disability. You can request reasonable accommodations by sending an email to ******************* COVID-19 Policy For the safety of our employees and all individuals with whom we interact professionally, Sobi North America requires all new hires in the U.S. to be fully vaccinated for COVID-19 with proof of vaccination status. We will consider requests for reasonable medical or religious accommodations, as well as any state-specific exemptions, as required by applicable law.

Chicago South / Northwest Indiana Sales Account Manager The primary accountability for the sales function and for the Sales Account Manager individually is to drive profitable growth within their assigned geography in a manner consistent to corporate mission and values. A high performing Sales Account Manager delivers profitable organic growth through the use of consultative practices that educate a prospective customer on the clinical utility of Bako's products and services. The Sales Account Manager holds lead accountability for acquiring and retaining new customers (those within their first year of using Bako). A Sales Account Manager should leverage available resources to create and implement tactics to achieve the company's revenue and activity targets within their assigned geography. The Sales Account Manager is ultimately responsible for the revenue performance of their geography. Knowledge, Critical Skills/Expertise, Position Requirements (Education, Experience, Licensure/Certifications) • Completed a professionally administered consultative sales course, e.g. Integrity Sales • Demonstrated ability to learn complex technical topics & articulate what was learned well. Ideal candidate will have knowledge of basic life sciences. • Demonstrated experience in working independently with attention to detail • Ability to learn and employ software platforms that are required, e.g., Salesforce, Microsoft Office • Bachelor's degree or equivalent required • Two to five years of sales experience • Health care services experience a plus • Demonstrated analytical skills; capacity to use workflow tools and salesforce automation • Experience in Clinical/Anatomic Laboratory (particularly Podiatry or Dermatology) is a plus Tasks, Duties and Responsibilities • Interacts with physicians, employees and clients in a positive manner consistent with the mission and values of Bako Diagnostics. • Clinical Utility/Consultative Selling: The Sales Account Manager as their primary skill/attribute will possess a deep understanding of the clinical utility of Bako/Strata/CTS products and services. The Sales Account Manager will use a consultative process, specifically Integrity Sales, to outline how the clinical utility of the company's products and services will serve to meet the need of a prospective customer and their patients. The Sales Account Manager will stay abreast of best practices in consultative sales as well as the clinical utility of all existing and new products developed. • Initiative/Drive: The Sales Account Manager is internally motivated to serve our customers and his colleagues. The Sales Account Manager will support the appropriate strategies and tactics entered into by the company and its management (internal and external audiences). The Sales Account Manager will support the esprit de corps within their team that is consistent with company's values. The Sales Account Manager ensures that he/she is well trained, well informed and aligned to company's objectives. Docusign Envelope ID: 8F3F50DC-8CB3-4FDD-A668-4EF65F17F863 • Tools & Processes: The Sales Account Manager is capable of utilizing the company's tools to improve the allocation of their personal resources. Salesforce.com and the functionality within are critical to the success of the Sales Account Manager and the company. The Sales Account Manager will ensure that they engage fully in all training and become wholly facile with the tool. The Sales Account Manager will understand and use the analytical tools the company has developed for the use of the Sales Account Manager to improve outcomes (request training where the Sales Account Manager does not have appropriate skill sets) and update Salesforce.com as directed by the Director of Sales. • Company: The Sales Account Manager will complete all required training and operate within all established company policies and compliance guidelines. The Sales Account Manager on occasion will contribute to cross-functional teams that advance the completion of projects. The Sales Account Manager communicates appropriately, promptly, succinctly and through appropriate tools to internal team. The Sales Account Manager will be cognizant of all relevant company goals and specifically the expectations of performance for their role. The Sales Account Manager will operate within established expense budgets and guidelines. • Customers & Markets: The Sales Account Manager will be an advocate for customer needs. The Sales Account Manager will have the capacity to concisely frame market information for improvement of the company's performance. The Sales Account Manager is capable of articulating the market/customer information in a manner that those outside the commercial function will understand, e.g. what, who and meaning to the company. The Sales Account Manager is encouraged to engage with Company and industry content on LinkedIn, which is emerging as the leading social media platform for the podiatry industry. Working Conditions Remote work arrangement. Travel within established territory is required to manage sales territory. Occasional overnight travel may be required to attend medical conferences and corporate meetings. 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 sit, use hands, reach with hands and arms, and talk or hear. The employee is occasionally required to stand, walk and stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 30 pounds (as needed during trade shows). Positions Supervised No formal supervisory responsibilities. Requirements listed are representative of minimum levels of knowledge, skills, and/or abilities. This position description is not meant to imply that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job duties requested by the supervisor. Employee

About Us We are a dynamic, growth-driven pet care brand dedicated to creating high-quality, science-backed pet products (grooming and wellness essentials) for North American pet parents. As we expand our market footprint in the pet specialty and regional chain space, we're seeking a results-oriented Sales Manager with deep pet industry expertise and established relationships in North America's key pet retail channels. This remote role will own our most critical accounts and regional partnerships, driving revenue growth through strategic channel management and data-informed product curation. Key Responsibilities Key Account Management & Relationship Growth Own end-to-end sales for tier-1 pet retail accounts, including PetSmart, Pet Supplies Plus, Mud Bay, and All the Best extra, leveraging existing relationships with decision-makers (e.g., category managers, regional buyers) to expand product distribution, negotiate favorable terms (pricing, promotions, shelf placement), and hit annual sales targets Conduct proactive account maintenance: lead quarterly business reviews, resolve supply chain or merchandising issues, and co-create joint marketing initiative to boost sell-through. Regional Chain Development Identify and onboard high-potential regional pet retail chains by tailoring pitches to their unique shopper demographics. Build long-term loyalty with regional partners through personalized support: aligning product assortments with local pet trends, providing in-store training for staff, and optimizing inventory levels to avoid stockouts. Channel Strategy & Product Curation Demonstrate sensitivity to channel-specific needs: curate product assortments that fit each retailer's positioning and adjust strategies based on shopper insights Develop data-backed channel strategies: analyze POS data and sales trends to identify growth opportunities and outperform competitors. Deep Channel Operations & Cross-Team Collaboration Oversee end-to-end channel operations: coordinate with supply chain teams to ensure on-time delivery to retail distribution centers, work with marketing to align brand messaging with retailer campaigns, and train internal teams on account-specific requirements. Forecast sales performance for key accounts and regional chains, track pipeline progress, and report monthly/quarterly results to the leadership team. Required Qualifications Pet Industry Expertise: 5+ years of sales experience in the North American pet industry, with a proven track record of managing pet specialty or regional retail accounts. Prior experience with PetSmart, Pet Supplies Plus, Mud Bay, or All the Best is a must. Channel Relationships: Established, active connections with decision-makers at target accounts (e.g., national category buyers, regional managers) - ability to leverage these relationships to accelerate partnership growth. Strategic & Curation Skills: Demonstrated ability to develop channel-specific strategies and curate products that drive sales. Remote Work Readiness: Proficient in remote collaboration tools (CRM platforms like HubSpot) and self-motivated to manage accounts across North America and Canada. Data Fluency: Comfortable analyzing sales data, POS trends, and shopper insights to inform decisions (experience with retail analytics tools a plus). Preferred Qualifications Experience scaling regional pet chains from 5+ locations to 100+ locations. Familiarity with pet industry trends (e.g., Health & Wellness, Supplement, Solution treatment) and how to align them with channel needs. HICC America Corp. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status such as race, color, religion, sex, sexual orientation, gender identity, national origin or age. HICC America Corp. has adopted a drug-free workplace policy. Working under the influence of drugs or alcohol is not permitted. Any employment offer from HICC America Corp. is contingent upon the candidate having and maintaining a valid U.S. Work Authorization status throughout employment.

Job Description Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans. Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry! We are now seeking Pharmacy Relationship Managers in your area!* What does a Pharmacy Relationship Manager do? Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers Requirements What you need to qualify: Pharmaceutical/medical sales experience is preferred but not required Sales skills with a proven track record Exceptional interpersonal skills (building strong relationships) Excellent verbal and written communication skills Ability to work independently to oversee accounts and increase revenue Reliable transportation (this position is partially remote and you will be visiting medical professionals in your area) *We are currently hiring Pharmacy Relationship Managers in the San Antonio metropolitan area. Please only apply to one city; your desired territories will be discussed during the interview. Benefits Training and compensation: We include comprehensive training and ongoing coaching Monthly Bonuses Great Commission!

• Build and manage strong client relationships across the specific region • Take over client management once job briefs are submitted • Present quality\-matched candidates provided by the recruitment team • Facilitate and follow up on interviews promptly • Keep up communication via calls, email, and video - phone preferred as first step • Respond to client queries and manage workloads proactively • Manage a portfolio of approximately 100+ clients (volume may fluctuate) • Make smart decisions quickly, always with Virtual Coworker's standards and business policies and procedures in mind • Identify and convert opportunities to grow client accounts through additional roles, increased hours • Assist with facilitating discovery calls when required • Identify and convert opportunities to grow client accounts through additional roles, increased hours, and proactive relationship development KPIs: • Maintaining the current portfolio by ensuring all clients are called at least once per month. • Clients are called within 4hrs of endorsed candidates. • ≥ 95% of active clients retained per quarter (within a controllable framework). • 100% of client emails\/calls responded to within 24 hours. • Minimum of 10% of portfolio converted to additional role or hours increase per quarter. • Minimum placement number per month (adjusted as per month and team target). "}},{"field Label":"Must Haves","uitype":110,"value":"• Excellent communicator with a confident, professional phone manner and comfortable with phone calls as the first point of contact. • A sales person who is always on the lookout for an opportunity to upsell or add value to a clients business. • Strong decision\-maker who can think on your feet and respond quickly. • High attention to client-candidate match quality \- you don't just fill roles, you make meaningful placements and ensure they align with the client expectations. • Exceptionally organised and able to juggle multiple client needs without missing a beat. • Committed to following the Virtual Coworker process and delivering strong outcomes for yourself, team and Virtual Coworker. • Proud of your ability to understand and genuinely connect with clients, building trust through every interaction."},{"field Label":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements: · Perfectly working headset and webcam · Stable internet connection of at least 25 Mbps ~ 50 Mbps · Up to date computer system with a minimum of Windows 10 or later and mac OS Monterey (12.0) or later · Quiet room with no distractions or background noises · A backup plan if the power goes out or if your internet connection becomes unstable during your shift Only applicants meeting the strict criteria above will be contacted."},{"field Label":"Connect With Us","uitype":110,"value":"https:\/\/virtualcoworker.com.ph https:\/\/virtualcoworker.com\/our\-culture https:\/\/********************************* https:\/\/*************************************************** Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","job OtherDetails":[{"field Label":"Job Category","uitype":2,"value":"Virtual Assistant"},{"field Label":"Work Schedule","uitype":1,"value":"Monday to Friday, 8:00AM\-5:00PM Pacific Standard Time"},{"field Label":"Hours Per Day","uitype":2,"value":"Full Time - 8 hours per day"},{"field Label":"Industry","uitype":2,"value":"Recruitment"},{"field Label":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"field Label":"City","uitype":1,"value":"West Hollywood"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"90069"}],"header Name":"Client Relationship Manager for Virtual Coworker (Home Based Full Time)","widget Id":"***********0390320","is JobBoard":"false","user Id":"***********0027001","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"***********7227027","FontSize":"12","location":"West Hollywood","embedsource":"CareerSite","logo Id":"idwop0ece2fcac21a443ba16938fb832bdc3b"}

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required 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.

will be fully remote and can be hired anywhere in the continental U.S. The Client Experience & Loyalty manager will drive the strategic development, operational execution and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and lifetime value, as well as reduce churn. This role sits at the intersection of marketing, sales, service, and revenue operations, collaborating across internal teams to deliver go-to-market programs and the Optiv Promise. The primary goal is to build long-term relationships with clients to develop ongoing business and increase client satisfaction. How you'll make an impact * In partnership with the GTM team, own the voice of the client across all channels and touchpoints and serve as the point of contact for high-value or at-risk clients * Manage client satisfaction surveys. Use data to drive continuous improvement in client interactions and service delivery * Build an ongoing feedback framework to collect and assess feedback and provide ongoing improvements * Increase referral rate, i.e., client's willingness to recommend/refer Optiv * Expand existing Client Loyalty program to improve lifetime experience * Analyze customer data to track client behavior preferences and feedback to identify trends and opportunities * Foster a culture centered around client advocacy, responsiveness, and continuous improvement * Collaborate with enablement teams to ensure alignment of training offerings * Partner with finance and revenue teams to understand ROI of client retention strategies * In partnership with Sales and Enablement, operationalize and track the Optiv Promise * In partnership with the Portfolio Manager, stay on top of industry trends, technology, and client requirements to inform strategic direction * Monitor client engagement trends to identify attrition risks early * Implement best practices for onboarding, adoption, and customer lifecycle management * Collaborate with Marketing to provide recommendations on client events and provide executive support * Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback * Performs other duties as assigned * Complies with all policies and standards What we're looking for * Bachelor's Degree preferred or a related field * 4-7 years proven customer-facing sales, relationship management, escalation management, or customer success experience, preferably within the cybersecurity industry * Confident leading meetings with external executive stakeholders, making and influencing decisions, documenting progress, and resolving issues quickly and collaboratively * Familiarity with Salesforce Reporting, Dashboards, CPQ, and Opportunities is preferred * Experience in untangling complex processes, and providing succinct, data-driven recommendations to leaders * Proven success in building and maintaining relationships with senior leaders * Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey #LI-SM #LI-Remote What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we've built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Client Relationship Manager Location: United States Workplace Type: Remote Job Summary The future is bright for the Porch Group, and we'd love for you to be a part of it as our Client Relationship Manager. We are looking for a motivated team member to manage and lead execution for client relationships. You will be directly responsible for ensuring the satisfaction and loyalty of our current customer base and for expanding our base by converting new clients into long-term relationships. You will be responsible for providing a range of services throughout the full customer lifecycle, from technical pre-sales support through implementation and post deployment production support. You will be responsible for understanding customer requirements and ensuring our solutions meet these requirements. The ideal candidate has premier client service experience with a talent for sales support and operations; a professional who balances customer-focus with a results-driven mindset. What You Will Do As A Client Relationship Manager Works closely with Client Development team to support accounts. Upsell and cross sell within current customer portfolio in consultation with the Client Development team when appropriate Identify, develop, and recognize new opportunities for expanding existing customer solutions and ensure ongoing adoption PGM services. Understands and can effectively articulate the PGM portfolio of products and services to clients. Demonstrates an understanding of clients' business as well as their goals and requirements. Communicates regularly with clients to continuously monitor the health of the relationship. Resolves client challenges by investigating problems and developing solutions that meet or exceed expectations. Marketing program production oversight, including tasks such as building audiences, managing self-service platforms, developing timelines and communicating program requirements to clients. Managing audience creation and user experiences across digital marketplaces. Liaisons with internal departments to ensure the timeliness, accuracy, and quality of deliverables. Provides professional after-sales support including reporting, analysis, forecasting and invoicing that enhance the customer experience. Handles automated or transactional usage reporting and forecasting in MS Dynamics. Documents the operations, timeline, and delivery of projects and opportunities. Embraces company's culture and drives to achieve month, quarterly, and annual budget goals What You Will Bring As A Client Relationship Manager · Aptitude and experience in current and trending direct and digital marketing channels · Experience with digital marketplace management functions · Outstanding knowledge of MS Office programs and MS Dynamics CRM software · Excellent communication/presentation skills (Ability to seamlessly participate in discussions with business and technical leadership and grow relationships at all levels of an organization). · Excellent verbal and written communication, both in person and virtual presentation skills. · Excellent organization and time-management skills. · Strong work ethic and high personal standard of quality. · Ability to work independently and to collaborate effectively across functions as part of a team in a matrixed environment. · Brings professionalism, positive energy, and enthusiasm to the team. Genuinely enjoys working with clients on complex projects. Has a heart of service to their team and their assigned client portfolio. · Goal oriented, flexible thinker. Embraces change as an opportunity for improvement; not satisfied with status quo. · Project management experience, with the conceptual ability to visualize project life cycle. · Proactively proposes solutions that drive projects forward and independently identifies opportunities for improvement. · Excel at navigation and leveraging multiple technical platforms to execute tasks. The application window for this position is anticipated to close in 2 weeks (10 business days) from October 2nd, 2025. Please know this may change based on business and interviewing needs. At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia. What You Will Get As A Porch Group Team Member Pay Range*: $52,500 - $70,000 Annually *Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing. Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose. Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis. We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options. We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans. Both traditional and Roth 401(k) plans are available with a discretionary employer match. Headspace is part of our employer paid wellbeing program and provides employees and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation. Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes. LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more. Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs. #LI-ED1 #LI-Remote What's next? Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have! Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work. Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by /Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client and fund counsel. Collation of monthly financial reports from the Finance Team and appropriate due diligence of outputs. Supports the Director, Client Relationship in managing all aspects of the client relationship and account-related activities with assigned client(s). Understands and remains current on account strategy and specific needs of the assigned client(s), and is responsible for maintaining the compliance calendar for each assigned client. Conducts board meeting pre-alignment including collation of Administrative Reports for board meetings. Provides account management support by conducting research needed for issue resolution. Acts as the secondary liaison between the Boards of Trustees, and Professionals of the Benefit Funds with Zenith Operations Staff. Supports the Director, Client Relationship in the facilitation of participant engagement, for example, via external retirement seminars. Supports the Director, Client Relationship in all aspects of the vendor relationship, including analysis and reporting for vendors and third parties. Maintains communications and effective working relationships. Prepares and edits correspondence, presentations, and reports, including complex Excel files, meeting notes, and other documents for internal use or distribution to clients or vendors. Responds to requests from clients, government agencies, unions, participants, attorneys, consultants, and auditors; acts as liaison between internal departments and clients. Coordinates invoices and expense reports with the accounting department for clients or vendors and ensures timely processing. Performs other duties as assigned. Minimum Qualifications Education Associate's degree in a business-related field. Skills Excellent verbal and written communication skills, including interpersonal and presentation skills. Ability to communicate effectively with all levels of an organization. Highly developed sense of professionalism, maturity, integrity, and commitment to customer satisfaction. Exceptional team player with the confidence and integrity to earn the confidence of the client(s) and the internal team quickly. High motivation, ability and willingness to learn. Ability to exercise independent judgment, manage multiple priorities, and consistently deliver high-caliber results. Strong decision-making and organizational skills with the ability to optimize the use of all available resources and deliver on multiple priorities. Proficient PC skills including Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred. Other Ability and willingness to travel as necessary. Preferred Qualifications Bachelor's of Business Administration degree. Experience working in client relationship management. Professional experience working with Taft-Hartley clients and plan professionals. Experience working in a healthcare environment or third-party administrator. Working knowledge of Customer Relationship Management software or systems such as Salesforce or Smartsheet. Knowledge of third-party administrator operations and Taft Hartley organizations. *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 of this job. Duties, responsibilities and activities may change at any time with or without notice. Working Conditions/Physical Effort Prolonged periods of sitting at a desk and working on a computer. Regular travel throughout multiple states. May be required to work remotely. Must be able to lift up to 15 pounds at times. Disability Accommodation Consistent with the Americans with Disabilities Act (ADA) and other applicable federal and state law, it is the policy of Zenith American Solutions to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. If reasonable accommodation is needed, please contact the Recruiting Department at ******************************, and we would be happy to assist you. Zenith American Solutions Real People. Real Solutions. National Reach. Local Expertise. We are currently looking for a dedicated, energetic employee with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day. Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 44 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before. We believe the best way to realize our better systems for better service philosophy is to hire the best employees. We're always looking for talented individuals who share our dedication to high-quality work, exceptional service and mutual respect. If you're interested in working in an environment where people - employees and clients - really matter, consider bringing your talents to Zenith American! We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more!

Blink Health is the fastest growing healthcare technology company that builds products to make prescriptions accessible and affordable to everybody. Our two primary products - BlinkRx and Quick Save - remove traditional roadblocks within the current prescription supply chain, resulting in better access to critical medications and improved health outcomes for patients. BlinkRx is the world's first pharma-to-patient cloud that offers a digital concierge service for patients who are prescribed branded medications. Patients benefit from transparent low prices, free home delivery, and world-class support on this first-of-its-kind centralized platform. With BlinkRx, never again will a patient show up at the pharmacy only to discover that they can't afford their medication, their doctor needs to fill out a form for them, or the pharmacy doesn't have the medication in stock. We are a highly collaborative team of builders and operators who invent new ways of working in an industry that historically has resisted innovation. Join us! The Opportunity: We are actively seeking a dedicated Partner/Client Relationship Manager with a focus on strategic account management and experience working with pharmacies. In this pivotal role, you will be responsible for managing relationships with our pharmacy network, emphasizing proactive account management, supply chain optimization, and adherence to service level agreements (SLAs). You will be responsible for: Supply Chain Optimization: Collaborate closely with suppliers to identify and proactively mitigate potential issues in the supply chain. This includes addressing inventory disruptions, pricing concerns, and routing challenges. Point of Contact (POC): Serve as a point of contact for day-to-day matters, including direct purchase agreements, order-related inquiries, and regular business reviews (WBRs/MBRs). SLA Definition and Management: Ensure adherence Service Level Agreements (SLAs) with pharmacy partners, monitoring performance and taking corrective actions as necessary. Contract Management: Manage administration of contracting with a focus on optimizing supply chain efficiency and fostering positive, long-term partnerships. Issue Resolution: Proactively identify and address any challenges or concerns faced by clients, working collaboratively with internal teams, particularly Revenue/Growth, Product, and Engineering to find effective solutions. Collaboration with Internal Teams: Work closely with internal teams, including Revenue/Growth, Product, Engineering, Patient Services, Finance and Legal teams, to ensure seamless onboarding and ongoing collaboration with pharmacy partners. SOP Development: Develop relevant internal and external SOPs to reflect market best practice, partnering with internal stakeholders and providing direction to our external pharmacy partners. A successful applicant will fit the following criteria: Analytics & Account Management Experience: Minimum of 6 years of experience in management consulting, operations/program management experience, and/or strategic account management at a high-growth startup (pharmacy experience and/or healthcare tech experience is preferred). Supply Chain Expertise: In-depth understanding of supply chain dynamics, with the ability to identify and address potential issues proactively. SLA Management: Experience in defining, implementing, and managing Service Level Agreements with an emphasis on performance monitoring. Communication Skills: Strong verbal and written communication skills, with the ability to convey complex information clearly and concisely. Results-Oriented: Track record of achieving and surpassing strategic account management targets. Adaptability: Ability to thrive in a dynamic and fast-paced environment, adapting to changing priorities. Why Join Us: It is rare to have a company that both deeply impacts its customers and is able to provide its services across a massive population. At Blink, we have a huge impact on people when they are most vulnerable: at the intersection of their healthcare and finances. We are also the fastest growing healthcare company in the country and are driving that impact across millions of new patients every year. Our business model not only helps people, but drives economics that allow us to build a generational company. We are a relentlessly learning, constantly curious, and aggressively collaborative cross-functional team dedicated to inventing new ways to improve the lives of our customers. We are an equal opportunity employer and value diversity of all kinds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you! Overview of the Position: Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees! What AFS Offers You: This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA. What You will Be Doing: Maintaining client and advisor relationships with a high client retention rate Maintaining a caseload of about 90 - 110 full-service partner level clients Managing and prioritizing workload towards weekly goals in a results-oriented team environment Working with other TPAs, recordkeepers, and advisors to ensure a great client experience Performing work according to AFS policies and procedures Consulting with clients regarding plan operation and design Identifying and assisting in resolving issues related to plan administration Monitoring recordkeeper message boards Monitoring notice deadlines and ensuring notices are distributed timely Reviewing and approving participant transactions Reviewing annual non-discrimination testing Reviewing and electronically filing the Form 5500 and other government forms About You: Five or more years of 401(k) plan administration experience Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing NIPA credential, ASPPA credential, or a 4-year college degree Excellent written and verbal communication skills Excellent time management, organizational skills, and ability to multi-task Ability to proactively and independently manage a book of business High level of critical thinking Committed to lifelong learning and coachable Must have a clean background check (including a clean credit history check) Compensation and Benefits: Base Salary $70,000 - $95,000 Salaried, non-exempt Medical, dental, disability, and life insurance Paid time off 401(k) plan with employer match Work Location/Hours: Work from home Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment 37.5-hour work week You may choose a start time between 7:30 am and 8:30 am Click Here to review our Privacy Policy

The Client Experience Manager I is responsible for aligned Application Services clients and their experience throughout the duration of their contract. Manage all operational aspects of aligned clients, inclusive of but not limited to: daily Support case review, project management for upgrades and ancillary solution projects, and client relationship management. Build and maintain strong relationships with clients to understand their needs and expectations. Drive client outcomes while working with cross-functional teams. Develop and implement the roadmap strategy, operations, and communications to improve the overall client experience. Design, communicate, and implement comprehensive, executable project plans, status reports and documentation that meet the needs of cross-functional stakeholders. Monitor progress and performance of Support cases; take action to resolve operational problems and minimize delays. Identify, develop, and gather the resources to resolve complex Support issues and active projects. Establish strong formal and informal networks with cross-functional partners to drive engagement and ensure changes are understood / accepted across the organization. Lead meetings and provide appropriate documentation from agendas and tasks through to lessons learned. Travel to client sites on an as needed basis. Approximately 25% expected travel. Perform other duties that support the overall objective of the position. Education Required: Bachelor's Degree. Or, any combination of education and experience which would provide the required qualifications for the position. Experience Required: 6+ years experience in Project Management, Account Management and/or Support. Demonstrated experience in continuously improving processes to drive measurable outcomes. Extensive knowledge and experience with leading complex projects and process improvement initiatives. Healthcare IT Project Management experience is a plus. License/Certification Required: PMP Certification, NextGen Solution Certifications are a plus. Knowledge, Skills & Abilities: Knowledge of: Application of principles, concepts, practices, integration, scope, and time management standards of project management. Skill in: Leadership and collaboration skills. Effective communication and interpersonal skills. Detail orientated; strong analytical thinker with a willingness to share knowledge and mentor others. Aptitude for assessing information critically, recognizing trends and able to recommend ideas for improvement and process innovation. Strong conflict resolution skills and ability to deliver difficult messages while instilling a sense of partnership and trust with the client. Emotional intelligence. Ability to: Use influence to drive projects and support cases to successful completion. Communicate, influence, establish trust, and demonstrate results with multiple stakeholder groups will be critical to success for this position. Navigate organizations to get things accomplished; autonomously lead and operate projects and execute independently. Balance competing priorities and multiple projects in a fast-paced environment. Strong ability to gauge business needs and requirements to prioritize work and workflow. Be passionate about contributing to an organization focused on continuously improving client experiences. The company has reviewed this to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

At Marco, we're transforming how our IT Services unlock growth inside existing customers. The Growth team is our engine for smart growth - mining data, insights, and trends to spot what customers need next, before they even know it. As the Customer Growth Manager, you'll collaborate with a cross-functional team that turns Marco service delivery data, customer success signals, digital tools & portal data, and vCIO/vCISO insights into actionable go-to-market plays that expand wallet share, drive adoption, and accelerate Net Revenue Retention. This isn't traditional sales enablement. It's cutting-edge, predictive, strategic, and creative - building a bridge between the data that lives in our systems and the opportunities that live in our customers' businesses. WHAT YOU'LL DO: Own the revenue expansion engine - define the strategy, frameworks, and cadence for identifying, validating, and activating upsell and cross-sell opportunities. Synthesize inputs from our incredible Insights Portal, cutting-edge tool stack, Customer Success, Service Delivery, and Consulting teams into a unified opportunity pipeline. Lead GTM plays - turn insights into repeatable offers, campaigns, and vertical plays (e.g., “Credit Union Cyber Resilience” or “Healthcare Compliance Bundle powered by ACE”). Partner with Sales & Marketing to translate insights into customer-ready narratives and campaigns. Build intelligence dashboards that track attach rate, NRR, and expansion velocity across verticals and solutions. Run the “Growth Council” - a monthly cross-functional session aligning CS, Service Delivery, Consulting, and Sales around top expansion priorities. Champion customer advocacy - ensuring that every upsell or cross-sell is rooted in solving a real, verified business problem. WHAT YOU'LL BRING: 7-10 years in Managed Services, SaaS, or Technology Services with experience in Revenue Operations, Product Marketing, or Customer Success Strategy. Experience leading cross-functional initiatives and aligning stakeholders.· Familiarity with PSA/RMM tools (ConnectWise), delivery support & insight tools (Scalepad, etc) and CRM platforms. Ability to connect business strategy with data - seeing patterns others miss. Excellent communicator - equally comfortable in a C-suite strategy session or a hands-on data review. A growth mindset, curiosity, and a “builder” mentality. WHY THIS ROLE MATTERS: You'll work at the intersection of data, strategy, and storytelling - building a new function that helps customers grow, strengthens our value, and adds to Marco's growth. Your success will be measured in expansion wins, vertical insights, and the strategic plays you bring to life! Pay Range: $79,212 - $122,779 annually + 20% incentive target The pay range listed for this position is based on candidate's skill level, experience, relevant licenses, and educational background. For detailed information about our benefits, please visit our careers page at *************************

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! LOCATION: Milwaukee, WI, remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. 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-TM1

Job Title: Remote Client Relationship Advocate Hourly Pay: $24 - $28/hour We are seeking a dedicated Client Relationship Advocate to join our remote team. In this role, you'll be the primary point of contact for clientshelping to build and maintain meaningful relationships that foster satisfaction, loyalty, and long-term success. You'll proactively engage clients to understand their goals, address concerns, and provide personalized support that aligns with their unique needs. Collaborating with internal teams, you'll ensure a seamless and positive client experience from onboarding through ongoing service. This position is ideal for those who thrive in people-facing roles, are passionate about problem-solving, and enjoy making a measurable impact in a remote work setting. Job Responsibilities: Establish and maintain positive relationships with clients to ensure satisfaction and loyalty Proactively reach out to clients to check in, resolve issues, and ensure their needs are met Provide tailored solutions to clients based on their unique requirements Work cross-functionally with other teams to ensure a smooth client experience Track and manage client interactions to ensure timely follow-ups and resolutions Identify opportunities to enhance the client experience and contribute to retention strategies Qualifications: Excellent interpersonal and relationship-building skills Previous experience in client relationship management, customer service, or account management Ability to understand client needs and communicate effectively with different audiences Strong problem-solving abilities and the ability to resolve conflicts effectively Comfortable working independently in a remote setting Must have a reliable internet connection and a quiet, dedicated workspace Perks & Benefits: 100% remote work flexibility Competitive hourly pay: $24 - $28 Paid training and professional development opportunities Flexible work hours, including weekends and evenings Opportunities for career growth and leadership roles Supportive and collaborative company culture

Career Opportunity - Business Insurance Client Manager If you are looking for: An employer that provides tremendous growth and invests in your learning A professional work environment where teammates are supportive and accountable An opportunity to teach new tools and technology to your clients and community Standard working hours, with options for remote work and flexible schedules A competitive salary with outstanding benefits A family-oriented employer that has been in business for over 60 years Then we should talk, because we are always looking for: Self-motivated individuals with an “old-fashioned” work ethic and positive attitude Someone with a proven ability to support and potentially lead a team A quick learner who can grasp new concepts & ideas in a fast paced environment A client-focused professional who is able to listen, communicate, and teach technology Summary This position is directly responsible for assisting in the production of new accounts and the retention of existing insurance accounts. Provides prompt, efficient, friendly, high-quality service to designated accounts in support of Producer activities. Communicates consistently and positively with clients to reinforce our “Client-first” service philosophy. Builds and maintains good relationships with clients and office staff. Follows agency established procedures and guidelines to perform assigned duties. Qualification Requirements 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Minimum Qualifications 2 years insurance experience NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment Knowledge, Skills, and Abilities Ability to discuss, support, and sell insurance products in states where the agency functions. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc. Must have excellent communication skills; written and verbal. Must be an assertive self-starter with the ability to influence others. Must excel at being client focused and able to work in a team-oriented environment Should have demonstrated effective presentation skills through both verbal and written communication Supervisory Responsibilities May have some supervisory responsibilities as the business grows. Essential Functions Gathers information and risk management recommendations for new business/renewals Works closely with Producers on new prospects to maximize success Conducts periodic service calls for designated accounts Involves Producer and/or Management on claims, payment problems, loss control, and renewals Performs special projects at the request of designated clients upon approval of manager Maintains a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potential for errors & omissions claims Completes applications for designated renewal business and analyzes renewal process with Producer to have a common understanding Receives phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail email and/or phone prior to renewal Receives and reviews all terminations and cancellations to determine action Handles premium collection through form letters and requests cancellation of policies when necessary Follows up on outstanding claims and provides assistance in their resolution Monitors audits done by carriers and manages the Agency's handling of these audits Maintains continuing education as needed for insurance license Maintains appropriate professional insurance designation (CIC, CISR, or CPSR) Performs other functions as assigned by management Physical Demands This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. Work Environment This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine. Travel Occasional travel may be required. Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time. We are 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. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment. 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.

Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. Manage the profitability and performance of assigned portfolio. Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. Analyze and document the effectiveness of sales performance and results as related to KPMs. Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills Bachelor's degree 10+ years of experience in commercial banking or business banking. Strong knowledge and understanding of Deposits and Treasury products and solutions. Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. Knowledge of accounting principles and financial statement analysis Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources. Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills MBA Knowledge of consumer lending Formal credit training Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.

JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients. Job responsibilities * Execute the strategies and the business priorities of the Region to grow the business and support current initiatives. * Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business. * Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals. * Manage the profitability and performance of assigned portfolio. * Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients. * Analyze and document the effectiveness of sales performance and results as related to KPMs. * Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed. * Adhere to the firm's Code of Conduct and controls/compliance. Required qualifications, capabilities and skills * Bachelor's degree * 10+ years of experience in commercial banking or business banking. * Strong knowledge and understanding of Deposits and Treasury products and solutions. * Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing. * Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners. * Knowledge of accounting principles and financial statement analysis * Strategic thinker who supports the goals and direction of the firm * Ability to partner across lines of businesses and leverage internal resources. * Strong knowledge of regulatory and control framework Preferred qualifications, capabilities and skills * MBA * Knowledge of consumer lending * Formal credit training * Automotive industry THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.