Relationship manager jobs in Madison, WI - 163 jobs
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Client Partner, Real-World Evidence
Datavant
Relationship manager job in Madison, WI
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Objective of the Role**
The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment.
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research.
**Responsibilities of the Role**
+ **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development.
+ **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions.
+ **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services.
+ **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development.
+ **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance).
+ **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem.
+ **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities.
+ **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support.
**Qualifications of the Role**
+ **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions.
+ **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization.
+ **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients.
+ **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders.
+ **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership.
+ **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth.
+ **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential.
+ **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment.
+ **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers.
\#LI-BC1
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$136,000-$170,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$136k-170k yearly 34d ago
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Sr Relationship Manager LMN
Empower Retirement 4.3
Relationship manager job in Madison, WI
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
As a Senior RelationshipManager, you will support large, mega, and not-for-profit plans with asset values between $250 and $500 million. You'll act as the central point of business contact for assigned client “plan sponsor” relationships for both clients and internal personnel. The Sr. RM is accountable for assigned client relationships that include overall service delivery, evaluating, improving and managing client satisfaction and risk/retention efforts, and client P&L management.
What you will do:
Conduct client meetings, working with internal SMEs and the service team, to bring Empower's best thinking to clients in the areas of plan design, funding, administration, participant communications, compliance, fiduciary governance, and industry trends.
Deliver periodic plan statistical, regulatory/legislative, and industry trending presentation to clients - both via phone and in person
Work with the client service team to develop, present to the client, and implement client business planning deliverables
Participate in new business final presentations and client site visits, building rapport with clients and managing client expectations, beginning with the sales process and continuing throughout the relationship
Effective communication and presentation skills
Effectively communicate ideas/messages in a clear and succinct manner
Articulate Empower's value proposition, participant and plan sponsor experience, and relationshipmanagement value proposition.
Share an understanding of capital markets and Empower proprietary investment management products and services
Plan for, negotiate, and effectively manage contract renewal process in timely manner
What you will bring:
FINRA 6 & 63 registrations required within corporate-established timelines
FINRA fingerprinting required
Bachelor's degree
5+ years of relationshipmanagement experience working with large, mega and/or NFP market clients
Understanding and being conversant on revenue and expense variables associated with client relationships
Understanding of investment management products and services
Strong communication skills
What will set you apart:
Ability to build rapport with clients and proactively manage client expectations
Effective time management
Effective project management
Critical thinking and decision making
Ability to work with sophisticated buyers
Deep knowledge of plan design complexities
***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time - 16 hours per calendar year
Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$138,000.00 - $200,100.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer
•
Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
01-31-2026
Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.
$138k-200.1k yearly Auto-Apply 2d ago
Senior Bookkeeper - Client Advisory
Berndt CPA
Relationship manager job in Madison, WI
Berndt CPA LLC | Wisconsin | In-Office / Hybrid (based on role)
Berndt CPA LLC is seeking a Senior Bookkeeper - Client Advisory to join our growing firm. This role is ideal for an experienced bookkeeping or accounting professional who excels beyond transactional work and thrives in a client-facing, advisory-driven environment. You will serve as a trusted partner to clients, combining strong technical accounting skills with communication, process improvement, and technology expertise to deliver insight-not just numbers.
This position serves as a trusted partner to clients, combining technical accounting expertise with strong communication, leadership, and a consultative mindset.
Key Responsibilities
Lead and oversee accounting engagements for assigned clients, ensuring accuracy, timeliness, and consistency
Serve as a primary advisor and relationshipmanager for clients, providing proactive guidance and financial insight
Review and oversee month-end and quarterly close processes prepared by staff
Analyze financial results and explain trends, risks, and opportunities to clients
Leverage accounting technology and automation tools to improve workflows and client outcomes
Identify opportunities for process improvement, system enhancements, and advisory services
Collaborate with internal teams to deliver a high-level client experience
Mentor and support accounting staff through review, coaching, and technical guidance
Qualifications
Bachelor's degree in accounting or related field
5+ years of accounting experience (public accounting or client-facing experience preferred)
Strong technical accounting knowledge and financial reporting experience
Proven ability to manage client relationships and communicate complex information clearly
Experience working in cloud-based accounting systems and technology-driven environments
Strong leadership, organization, and problem-solving skills
Why Berndt CPA
Consistently ranked Top 5 Small Business - Top Places to Work in Wisconsin
Forward-thinking firm with a strong emphasis on technology, advisory services, and client experience
Collaborative culture that values accountability, balance, and professional growth
Competitive compensation and benefits, commensurate with experience
If you are a senior-level accounting professional looking to step into a more strategic, client-focused role with room to grow, we encourage you to apply.
$84k-138k yearly est. 14d ago
Wealth Advisor/Relationship Manager
Johnson Financial Group 3.9
Relationship manager job in Madison, WI
Are you passionate about providing impeccable client service and delivering comprehensive financial solutions? Join our Madison Wealth Team at Wisconsin's largest privately held, family-owned financial services institution as a Wealth Advisor!
As a member of our team, you will receive a book of business and work closely with an internal team to ensure the best outcomes for our clients. Enjoy a collaborative and supportive work environment while making a meaningful impact on clients' financial futures. With our client first approach, we prioritize understanding and meeting the unique needs of the client above all else.
Join us in providing top-tier financial advisory services and making a meaningful impact on our clients' financial futures.
Key Responsibilities:
* Manage a book of business with consistent and caring client service, delivering thoughtful financial advisory guidance to foster new business development, client referrals, and strong retention. Maintain frequent contact with clients to strengthen relationships and provide the highest level of service.
* Take the time to understand clients' financial goals and dreams through meaningful conversations and a comprehensive financial planning approach. Offer tailored solutions that exceed client expectations and deepen client relationships.
* Address special client needs with empathy and expertise, including cash requirements and reserves, tax planning, distribution analysis, and general financial, investment, insurance, and estate planning. This includes managing complex financial solutions with thoroughness and care, ensuring effective communication, implementation, maintenance, and ongoing administration of client relationships.
* Execute our sales process through successful prospecting, planning, and acquiring new business opportunities, making every interaction meaningful.
* Develop and maintain strong relationships with business partners to expand customer relationships across all lines of business. Actively engage with target segments, prospects, and centers of influence to lead new business development and client acquisition efforts, with a focus on creating lasting partnerships.
* Carefully and accurately open and close accounts within Wealth operating systems, including tracking of incoming and outgoing transfers of assets and cash. Welcome and manage the onboarding process for new clients, ensuring a smooth and positive experience.
* Actively manage inherent risks with integrity by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
Qualifications:
* Bachelor's Degree and 5+ years' experience working with clients in a financial planning setting (trust experience a plus!). A combination of appropriate education and experience will be considered.
* MBA a plus!
* Series 65/66 or IA equivalent along with a CFP highly desired. If you are not licensed, you must become licensed within 90 days of your start date.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
$64k-78k yearly est. Auto-Apply 5d ago
Account Manager
Ecolab 4.7
Relationship manager job in Beloit, WI
Are you a food, beverage, or dairy manufacturing/plant sanitation expert with the ability to drive results for a global Fortune 500 Company? Join Ecolab's industry leading Food & Beverage team as an Account Manager. We are increasing food safety and product quality, enhancing sustainability and boosting operational efficiency. We provide cleaning and sanitation solutions to food, beverage, and dairy manufacturing environments through a dual focus on sales and technical service/consultation to new and existing customers. As strong business partners, Ecolab works with customers to develop sanitation plans and programs, evaluate processes and procedures, troubleshoot technical issues and identify and implement operational efficiencies.
What's in it For You:
Work with a variety of food, beverage, and dairy manufacturing customers
Be challenged and gain recognition as you provide unparalleled expertise and a comprehensive set of cleaning and sanitation solutions
Receive a company vehicle for business and personal use
Carve out a long term, advanced career path in sales/service, corporate accounts, or management
Flexible, independent work environment where you will plan your own schedule
Access to best in class resources, tools, and technology
Enjoy a paid training program allowing you to learn from successful professionals
Grow your income as you drive sales
What You Will Do:
Build a solid understanding of Ecolab products, plant operations, customer business objectives, and applicable government regulations
Prepare and deliver sales presentations on Ecolab's innovative products, equipment and services
Provide industry expertise to customers in terms of sanitation, safety, quality and operations; including assisting with sanitation plans and programs, standard operating procedures, evaluating processes and procedures, identifying and implementing operational efficiencies, and employee training
Develop strategic work plans for completing sales and service/consultation calls with new and existing customers
Communicate effectively with all levels of plant staff; build strong business relationships and networks
Manage Ecolab products and equipment; participate in equipment installations, observe and test equipment and product performance, repair or adjust equipment, adjust chemical concentration levels, monitor product inventory and place orders
Position Details:
This position is based in: Milwaukee Area
Territory covers about a 50-mile radius of the surrounding area
15% overnight travel may be required
Minimum Qualifications:
Bachelor's Degree
2 years of experience in food, beverage or dairy processing/manufacturing environment OR 2 years of selling into manufacturing environments in technical sales
Valid driver's license and acceptable motor vehicle record
No Immigration Sponsorship available for this opportunity
Preferred Qualifications:
BS/BA degree in dairy, food or agricultural science, engineering, chemistry, biology or related field
General mechanical ability
Bilingual - English / Spanish
Exceptional interpersonal, communication, and presentation skills
Desire to succeed in a competitive environment
Ability to take initiative and work independently
Strong follow-through and organizational skills
Ability to prioritize multiple projects and to adapt to changing priorities
About Ecolab Food & Beverage:
Today's everchanging food and beverage (F&B) challenges require an integrated approach. By partnering with facilities around the world, Ecolab Food & Beverage team members help F&B manufacturers advance their food safety & quality goals, optimize water management and maximizing productivity with innovative chemistries, advanced digital solutions, and unparalleled service and expertise. Ecolab Food & Beverage professionals play pivotal roles in delivering these outcomes, helping our customers conserve more than 161 billion gallons of water and prevent more than 8 million foodborne illnesses per year.
Annual or Hourly Compensation Range
The total Compensation range for this position is $84,300-$126,400 which includes base pay and target incentive based on performance, per plan terms. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws.
Benefits
Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits.
If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here.
Potential Customer Requirements Notice
To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to:
- Undergo additional background screens and/or drug/alcohol testing for customer credentialing.
- Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab.
Americans with Disabilities Act (ADA)
Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.
$84.3k-126.4k yearly Auto-Apply 22d ago
Relationship Manager Senior CB
City National Bank 4.9
Relationship manager job in Madison, WI
WHAT IS THE OPPORTUNITY? Develops and managesrelationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and RelationshipManagers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$122.5k-208.7k yearly 60d+ ago
Personal Lines Senior Client Manager
World Insurance Associates, LLC 4.0
Relationship manager job in Stoughton, WI
Job Description
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.
May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.
Primary Responsibilities
Primary Activities (60% or more of time)
Evaluates exposures and renewal quote
Review upcoming renewals and determine which accounts warrant remarket
Make coverage recommendations
Utilize comparative rater tool to obtain quotes
Transact agency billing (where applicable)
Obtain signed binding and notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Responsible for rounding out accounts and “Selling all of World”
Other Responsibilities, as applicable
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Specific Skills/Qualifications
Work Experience
3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.
Able to understand new technology platforms quickly
Proficient in agency management systems and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Able to work in a team environment. Easily gains the trust and support of peers.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
High School Diploma or Equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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$76k-102k yearly est. 25d ago
Business Banking Relationship Manager
Bank of Montreal
Relationship manager job in Madison, WI
Application Deadline:
02/12/2026
Address:
7447 University Drive
Job Family Group:
Commercial Sales & Service
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: To Boldly Grow the Good in Business and Life.
Our Business Banking RelationshipManager cultivates, builds, and managesrelationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
Generates appointments and opportunities to grow business results through targeted sales efforts.
Develops, maintains, and executes a business plan, including relationshipmanagement strategies, to achieve customer retention objectives.
Identifies prospective customers and cross-sells additional products and services to meet their needs.
Develops client rapport and instils confidence to develop credibility and earn their trust as relationshipmanager.
Understands the local market and proactively develops relationships with centres of influence.
Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
Answers inquiries and provides accurate information about business banking products and services.
Understands customer needs and offers financial solutions that meet customer goals.
Resolves or escalates issues.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Develops, maintains, and executes a business plan, including relationshipmanagement strategies, to achieve customer retention objectives.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Supports the development and promotion of a business/group program.
Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
Strong experience with customer sales and service.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$51.8k-95.9k yearly Auto-Apply 12d ago
Account Manager
Dayton Freight 4.6
Relationship manager job in Madison, WI
Account Managers develop sales/marketing action plans to maximize territory revenue, as well as provide customized business solutions for prospects and customers. Responsibilities * Organization and accomplishment of sales activities in an efficient and economical manner consistent with sales objectives
* Maintain excellent communication with external and internal customers
* Keep fully informed regarding competitor developments
* Safeguard all assigned company assets and proprietary data
* Facilitate information meetings with Service Center team members
* Effectively handle special assignments as directed
Qualifications
* A bachelors degree in either sales, marketing or business or at least 5 years of comparable sales experience
* Proven sales skills
* Valid driver's license
* Ability to travel to meet with customers
* Knowledge of the surrounding geographical market
* Knowledge of the LTL Industry
Benefits
* Stable and growing organization
* Competitive weekly pay
* Quick advancement
* Professional, positive and people-centered work environment
* Modern facilities
* Clean, late model equipment
* Comprehensive benefits package: Health, Dental, Vision, AD&D, 401(k), etc.
* Paid holidays (8); paid vacation and personal days
sales, account manager, customer interaction, transportation, trucking, LTL, culture, family oriented, operations sales
$54k-73k yearly est. Auto-Apply 22d ago
Psychiatry Account Manager - Madison, WI
Lundbeck LLC 4.9
Relationship manager job in Madison, WI
Territory: Madison, WI - Psychiatry Target city for territory is Madison - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Madison, Janesville, Beloit, LaCrosse, Eau Claire.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and
$53k-85k yearly est. 19d ago
Account Manager - State Farm Agent Team Member
Julie Bass-State Farm Agent
Relationship manager job in Madison, WI
Job DescriptionBenefits:
Bonus based on performance
Paid time off
Signing bonus
Wellness resources
ROLE DESCRIPTION:
Do you define your dream job as working with a group of fun professionals focused on helping people?
Are you interested in a career where everyone you work with is kind, committed to helping others, and motivated to have positive impact on the lives of others? If so, we may be your people. As licensed professionals, we engage in insurance and financial conversations to have a positive impact along with being fun and insightful. Every day you learn something new and get a daily thank you from our many happy fans (customers). Your role is to play a vital part on the team through meaningful conversations focused on improving the lives of our current customers and our future customers. Our mission simply put:
To Help People.
RESPONSIBILITIES:
Develop and maintain relationships to keep raving fans raving and attract more happy customers.
Establish customer relationships and consistent follow up with customers, always mindful of their needs and options.
Keep learning and developing yourself personally and professionally.
Maintain a strong work ethic with a total commitment to WIN each and every day.
QUALIFICATIONS:
What are your responses to the following questions: if yes, you have the qualities we are looking for on our team.
Do you intentionally commit to a plan of action to be your best self personally and professionally?
Do you do what you say you will do personally and professionally?
Do people like you? Do you like people?
Are you trustworthy?
Do you like to engage in conversations with others to learn more about them?
$44k-75k yearly est. 4d ago
Account Manager - State Farm Agent Team Member
Katie Riley-State Farm Agent
Relationship manager job in Madison, WI
Job DescriptionBenefits:
Salary Plus Commission
License Reimbursement
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
401(k) matching
Dental insurance
Vision insurance
Are you ready to make a meaningful impact? Our agency has been helping customers protect what matters most for over 35 years. Backed by State Farms trusted reputation, were more than just an insurance officewere a team that builds lifelong relationships, treats clients like family, and goes above and beyond to meet their unique needs.
As part of our dedicated team, youll collaborate with seasoned professionals who bring 75+ years of combined experience to the table. We believe in creating a positive, supportive workplace where you can thrive, grow, and feel proud of the difference you make every day.
If youre passionate about helping others, value teamwork, and are looking for a career where your efforts truly matter, wed love to hear from you!
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$44k-75k yearly est. 27d ago
Account Manager - State Farm Agent Team Member
Patrick Marsden-State Farm Agent
Relationship manager job in Madison, WI
Job DescriptionBenefits:
Salary PLUS Commission
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Patrick Marsden - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$44k-75k yearly est. 27d ago
Account Manager - State Farm Agent Team Member
Alex Rabb-State Farm Agent
Relationship manager job in Madison, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Our agency opened in 2023 and currently includes a small but mighty team myself, one full-time team member, one part-time team member, and an intern. Before opening my own office, I spent three years as a team member at my dads State Farm agency, where I gained invaluable experience and discovered my passion for helping customers protect what matters most.
Our office is very active in the community and regularly participates in local events staying connected and giving back are at the heart of what we do.We offer a supportive and rewarding environment with great perks, including a 401(k), a health stipend, and reimbursement for a gym membership (up to $100 per month). I also enjoy treating the team to lunch or surprise snacks as a way to celebrate wins and keep the energy high.
Our office culture is warm, motivated, and team-oriented. Im looking for someone whos a quick learner, a self-starter, and takes real ownership of their work someone who brings compassion, empathy, and a positive attitude to each interaction. If youre looking for a place where your effort is noticed, your growth is supported, and every day brings something new, youll fit right in here.
ROLE DESCRIPTION:
As Account Manager - State Farm Agent Team Member for Alex Rabb - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$44k-75k yearly est. 29d ago
Account Manager - State Farm Agent Team Member
Alejandra Bustamante-State Farm Agent
Relationship manager job in McFarland, WI
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Training & development
Join a winning insurance and financial services team. Apply to my sales Sales Team Member Position and be coached to earn at a high level based on your hard work.
Unexpected events happen. We are looking for team members who want to be involved in the lives of others to help them plan against the financial impact that occurs when the unexpected happens.
When it comes to making responsible insurance and financial decisions, people procrastinate and purchase inferior products. People purchase insurance and financial products that lack the most important benefits. These people need our help to make better and more responsible decisions.
We are hiring new team members who have a passion for finding customers who want a professional to help them understand the best insurance and financial products that will save them from a financial disaster when the unexpected happens.
This is a rewarding career for the right person. If you have what it takes, you will enjoy a higher income that pays you for working hard and achieving results. We will teach you the skills of insurance planning, selling, and building a strong clientele who will send you referrals and continue to purchase products from you as their life grows.
A few years of hard work in this industry helps you build career security and learn skills that will last a lifetime.
If you have the following personality traits, character traits, attitudes, and motivations, we invite you to try out for our team.
Are you
Impatient for results, goal driven, and have a strong desire to be independent and in control of your destiny.
Safety and security is not important to you. You want an opportunity to build something that is lasting.
A desire to be trained to sell, to set goals, and to execute a plan of finding customers who want you to help them plan for the future and the unexpected.
You are confident in your abilities and an optimistic person who believes that your actions can positively impact your future. You can imagine success then create
it. You dont blame other people and circumstances for your challenges.
You like people and have a strong desire to help them.
You are intelligent and are willing to study and learn the necessary skills, to gain an insurance license, to learn our products, and learn to use our computer systems.
Your character is your strength. You are honest, hard-working, treat other people the way you want to be treated, and you take responsibility for your actions and your future.
You are motivated to gain financial independence by being paid for your results, so you have disciplined yourself to not get distracted by unproductive activities.
You see selling and building customers as a worthy profession. You have researched State Farm and realize the value of service and quality products that we bring to customers.
You can serve others by listening to their challenges, discovering their needs, presenting quality solutions, then getting their commitment to take your advice.
You can gain customers based on the service and quality products that you recommend; even though, you may not always have the lowest price. You can get them to buy because they trust you and your service, not price.
If you have what it takes, we will train you to use our proven systems, and you can create the following future for yourself:
You have taken advantage of the strong leadership and coaching from your sales mentor. You executed the tried-and-true model that proved successful for many other State Farm team members. Your income is above and beyond what you could have ever imagined. You have more free time, travel, and help your clients build solid financial futures. You are excited about the retirement income you are building for yourself and your family.
Career Benefits:
Base Salary plus a very lucrative commission program.
401k Plan
Great bonus potential for top performers
Paid time off - vacation, personal time, sick time and Holidays paid
Extensive training available
$44k-75k yearly est. 9d ago
Account Manager - State Farm Agent Team Member
Andy Eyers-State Farm Agent
Relationship manager job in Sun Prairie, WI
Job DescriptionBenefits:
Bonus based on performance
Company parties
Competitive salary
Free food & snacks
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As an Account Manager for Andy Eyers State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$44k-75k yearly est. 11d ago
Large Account Manager
Johnson Health Tech Companies 4.1
Relationship manager job in Cottage Grove, WI
Job DescriptionDescription:
Under the direction of the Northeast Regional Director, the Large Account Manager is someone who performs a variety of sales-related duties and provides sales support in accordance with company policies and procedures. This is a role in a high energy industry and the ideal candidate needs to possess the skills to work independently and, in a team selling environment.
Responsibilities:
Sales Related:
· Identify and engage new opportunities within the assigned territory
· Create and conduct in-person meetings and presentations with decision makers, influencers and other key stakeholders to understand specific needs for a desired project
· Build and manage new and existing relationships, adding value and establishing trust
· Work collaboratively with Strategic Account Managers that will assist with identified customers within territory
· Conduct Matrix Fitness showcase tours for existing and potential customers
· Meet monthly goal for number of prospective customer site visits and new opportunities volume
· Provide Product Management with product, market and customer information
· Regularly provide management with accurate reports
· Meet monthly, quarterly and annual sales goals within territory
· Follow all related procedures and policies
· Attend periodic industry trade shows which usually require travel
Marginal Job Functions:
· Other projects as needed.
Requirements:
Education:
· Minimum high school diploma or equivalent plus additional training or education such as an associate degree with combination of experience required
· Bachelor's degree preferred in relevant field preferred
Experience:
· 3+ years of industry experience as a proven producer required
· Sales forecasting and reporting capability required
· Working knowledge of the commercial fitness industry; due paying facilities or vertical market required
· 2+ years of commercial fitness equipment sales preferred
Other Requirements:
· Proficiency in Excel, Word, PowerPoint, Outlook, Internet Explorer required
· Software experience with CRM (SFDC), Auto Sketch or similar preferred
· A driver's license requires an acceptable motor vehicle record for extensive domestic travel for customer site visits, trade shows, sales meetings, etc.
Benefits:
We offer an excellent compensation package and team-oriented work environment with growth opportunities.
Some of our outstanding benefits include:
· Health & Dental Insurance
· Company paid Life Insurance
· 401(k)
· Paid Time Off benefits
· Product discounts
· Wellness programs
EOE/M/W/Vet/Disability#ZR
$41k-64k yearly est. 10d ago
Security Account Manager - Daily Pay
Gardaworld 3.4
Relationship manager job in Beloit, WI
GardaWorld Security Services is Now Hiring a Surveillance Security Officer!
Ready to suit up as a Account Manager?
What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about your strong observation skills with attention to detail.
As a Security Officer - Surveillance, you will be the person spotting threats before they escalate in environments such as a security operations centers, call centers, parking gatehouses, etc.
What's in it for you:
Site Location: Beloit, WI 53511
Set schedule: Full-time, Monday through Friday, 1st shift 6 a.m. to 2 p.m.
Competitive hourly wage of $24.20 / Hour (DailyPay is available for GardaWorld employees!)
A comprehensive benefits package including medical, dental, and vision insurance plans, a 401(k) retirement savings plan with employer matching contributions, paid time off (PTO) policy, paid holidays, disability coverage, and life insurance options
Career growth opportunities at GardaWorld
Uniform provided at no cost
Responsibilities of Surveillance Security Guard
Monitor security systems to detect any suspicious activity
Supervise the day-to-day security service provided to the facility and ensure services are of the highest standard.
Document observed events and incidents, writing detailed reports
Respond quickly to incidents or potential threats
Conduct regular patrols to ensure the safety of the premises
Control access to secure areas and verify the identities of visitors
Analyze security systems to identify potential vulnerabilities or malfunctions
Collaborate with law enforcement in case of serious situations or emergencies
Ensure the safety and protection of individuals and property
Qualifications of an Account Manager
Be authorized to work in the U.S.
Be able to provide documentation of a High School Diploma or GED
Be able to ace (and pass) an extensive screening process
Strong report writing skills
Sharp visual activity and exceptional concentration skills
Strong proficiency with technology
Must have security management or supervisory experience
Must have at least 2 years of Security, Military, or Law Enforcement experience
You have a state license if required
In the United States, GardaWorld Security remains the only guarding security company to be Certified by Great Place to Work. Apply today - this could be more than a job! 26% of our corporate employees started as frontline workers.
If you're ambitious with an entrepreneurial spirit - someone who wants to be a GardaWorld Ambassador - a promising career awaits you!
GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe.
Not the job for you? Make sure to check out all our jobs! We also have tactical, concierge, and even casual roles available.
Employment is contingent on the successful completion of a background check and drug screening to be conducted after an offer of employment is extended.
It is the policy of GardaWorld Security Services to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, veteran status, or disability in accordance with applicable federal laws. In addition, GardaWorld Security Services complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment including, but not limited to hiring, placement, assignment, promotion, termination, layoffs, recalls, transfers, leaves of absence, compensation, and training. It is also the policy of GardaWorld Security Services not to honor requests that employees be assigned on the basis of sex or any other classification protected by law, unless such request is based on a bona fide occupational qualification for that assignment
.
Wisconsin License # 16156-62
$24.2 hourly 12d ago
Account Manager
Get It Now 3.7
Relationship manager job in Janesville, WI
Interested in a minimum starting hourly rate of $13.73 per hour - $16.15 per hour ?
Who We Are
At Get It Now!, we believe in making home shopping simple, convenient, and accessible for everyone. We put the buying power in our customers' hands through flexible payment options so they can enjoy big-ticket items the way they want, when they want. Our mission is to elevate financial freedom for all and empower our customers to shop with confidence. Whether they're furnishing a new home or upgrading their space, we're here to make our customers experience seamless, stress-free, and tailored to their lifestyle. Our coworkers embody our family values and play an individual role in making our customers' dreams come true. With the opportunity to make a difference from day one, our coworkers enjoy rewarding careers and the ability to advance quickly. Join us and be part of a company that's redefining how people shop and pay for the home upgrades they've always wanted.
The Role
The Account Manager provides superior customer service to maintain consumer relationships and meet company account management expectations while adhering to company standards, policies, and procedures. This role positively impacts customer growth and revenue through sales activities, account management, and providing total customer satisfaction. The Account Manager accomplishes these in a way that is consistent with the RAC mission statement and core values.
Ideally, a candidate for a Account Manager is friendly with excellent communication skills, dynamic with an outgoing personality and a desire to learn, customer service oriented, and seeking a career not just a job.
Expected Hours of Work
This is a full-time position, and hours/days of work are Monday through Saturday, store open to close hours with SUNDAY'S OFF along with one other weekday off. Schedules and hours per week/overtime work may change throughout the year as dictated by management and business needs.
Compensation
The Account Manager position is paid hourly in accordance with Get It Now!'s usual payroll procedures. In addition to an hourly rate, the Account Manager position is paid out WEEKLY along with all companywide roles.
$13.73 per hour - $16.15 per hour (Paid out weekly)
Key Responsibilities
Customer Service
Provide friendly, top-notch customer experiences through "white glove" service with a servant's heart in our stores and in customer's homes and obtain new orders when needed on the sales floor and over the phone
Deliveries and Pickups
Opportunity to get out of the store and display a winning spirit through safe and compliant loading/unloading and installation of products, while following all handling and transportation procedures as well as keeping vehicles clean and properly maintained as assigned.
Merchandising
Maintain an inviting store with organized product and cleanliness with both customers and fellow coworkers in mind by refurbishing merchandise to like new condition and keeping showroom dusted, vacuumed and organized
Job Requirements
Must be at least 18 years of age
High school diploma or GED
Excellent communication and interpersonal skills
Valid state driver's license and good driving record -- You WILL be driving the company vehicles
Ability to lift and move product such as furniture, electronics, and appliances
Ability to work a flexible schedule, including evenings, weekends, and holidays
Consistent in-person attendance
Why Work For “Get It Now!”?
Great Benefits Medical, Dental, Vision, life Insurance, Supplemental Life Insurance, Spouse/Dependent Life Insurance, Short Term Disability, Long Term Disability, Flexible Spending Accounts, 401(k) Savings Plan w/company match, Paid Time Off, Legal Insurance, Identity Theft Protection Plan, Health Savings Accounts, Hospital Indemnity, Critical Illness, Accident Insurance, Limited Purpose Plan
Award Winning Culture
Career Growth Opportunities!
Weekly Pay!
Physical Demands
The physical demands described here are representative of those that must be met by a Coworker to successfully perform the essential functions of this job. While performing the duties of this job, the Coworker is regularly required to talk and hear. This position is very active and requires standing, walking, bending, kneeling, stooping, crouching, crawling, and climbing all day. The Coworker must frequently lift and/or move (push/pull) heavy items and merchandise. All Coworkers are expected to adhere to all Company safety guidelines while meeting the physical demands of the job.
Get It Now! is an equal opportunity employer committed to ensure that all employment decisions are made on a non- discriminatory basis, and without regard to actual or perceived race (the definition of race also includes traits historically associated with race, including, but not limited to, hair texture and braids, locks, and twists), religious creed, color, national origin, ancestry, physical or mental disability, genetic information (including testing and characteristics), sex (including pregnancy, childbirth, lactation and related medical conditions), gender (including gender identity, transgender, and gender expression), age, sexual orientation, citizenship status, veteran status, uniformed service member status, or any other consideration protected by federal, state or local law.
This is an excerpt from the full job description and is not intended to be all-inclusive. Other related duties may be required to meet the ongoing needs of the business. Get It Now! is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer.
$13.7-16.2 hourly 4d ago
Personal Lines Senior Client Manager
World Insurance Associates 4.0
Relationship manager job in Stoughton, WI
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business.
Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients.
May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities.
Primary Responsibilities
Primary Activities (60% or more of time)
Evaluates exposures and renewal quote
Review upcoming renewals and determine which accounts warrant remarket
Make coverage recommendations
Utilize comparative rater tool to obtain quotes
Transact agency billing (where applicable)
Obtain signed binding and notifies carriers
Reviews binding documents for accuracy
Contract Reviews
Responsible for rounding out accounts and “Selling all of World”
Other Responsibilities, as applicable
Setup and maintain accurate account details, contacts, and policy information in EPIC
Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
Attach, organize, and name documents in EPIC
Initiate endorsements, proofs of insurance and invoices
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
Create activities in EPIC and assign to applicable team member
May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.
Position Specific Skills/Qualifications
Work Experience
3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages.
Professional Licenses/Certifications
Must hold state Property & Casualty insurance license
Essential Skills/Competencies
Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products.
Able to understand new technology platforms quickly
Proficient in agency management systems and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
Able to work in a team environment. Easily gains the trust and support of peers.
Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
High School Diploma or Equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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How much does a relationship manager earn in Madison, WI?
The average relationship manager in Madison, WI earns between $51,000 and $108,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Madison, WI
$74,000
What are the biggest employers of Relationship Managers in Madison, WI?
The biggest employers of Relationship Managers in Madison, WI are: