Relationship manager jobs in Millcreek, UT - 785 jobs

The Supplier Relationship Manager will build and maintain positive relationships with third party vendors to monitor and manage vendor performance as well as collaborate with internal stakeholders to drive and deliver upon strategic sourcing and transformation plans. This role will influence change in a highly matrixed organization while ensuring timelines and objectives of departmental strategies and initiatives are met. This role will identify trends to drive informed decision making and address challenges and recommend innovative solutions at the account and national levels. This role will also be tasked with developing and executing managed service agreements. Essential Functions and Responsibilities: Provide vendor management lifecycle oversight of critical and complex third-party relationships. Monitors and manages the performance of their vendor portfolio to ensure agreed-upon deliverables and service level commitments are met. Establish clear expectations, define key performance indicators (KPIs), and regularly evaluate vendor performance against these benchmarks. Maintains open communication lines with vendors to address any issues or discrepancies promptly. Track and report vendor deliverables and service level agreements, ensure accountability, mitigate potential risks, and uphold the organization's standards of quality and timeliness. Perform as a functional bridge amongst external vendors as well as internal stakeholders, collaborating across the organization to coordinate the planning and execution of short- and long-term outcomes and projects to meet client and company current and future needs. Create, document, and facilitate internal change management processes and routines to introduce and drive adherence to vendor management operational rigor and routines, creating conditions for success by removing obstacles and championing evolution of how work is delivered. Proactively assess and analyze vendor operations to identify any potential risks that may impact the organization's performance, business continuity, brand and reputation, and security. Uses quantitative and qualitative data to identify trends in issues and create strategies and recommendations for improvement and resolution. Identifies process improvements that will result in positive outcomes for all stakeholders. Fosters partnerships with vendors, the broader Procurement team members, and internal business stakeholders to foster collaboration and to identify and recommend improvement opportunities. Research business strategies and recommends best practices and changes in technology related to the performance of Academic Programs initiatives. Ensures overall quality, consistency, and functionality of all work by team members to ensure a high level of performance and engagement from all team members in each functional group. Establishes appropriate performance metrics for direct reports and ensures accountability. Works with cross-functional teams to determine current and future direction and to foster collaboration. Collaborates with cross-functional teams regarding contract, billing validity and escalated issues. Ensures compliance with policies and procedures pertaining to vendor relations by Academic Programs employees. Works with team members and other internal stakeholders to conduct regular vendor business reviews. Performs other related duties as assigned. Knowledge, Skill and Abilities: Exceptional relationship management skills and ability to influence decisions at executive leadership levels. Demonstrated ability to lead strategic and organizational change delivering intended results and outcomes. Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster direct dialog with vendors, external clients, employees, account partners, and internal business teams. Strong analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make fact-based recommendations and decisions). Ability to organize, coordinate, and direct team activities and results. Ability to recognize and execute on opportunities to leverage resources for better outcomes. Ability to build relationships and influence at all levels. Ability to be an agent of change in a rapidly changing environment. Excellent organizational and project management skills, including the ability to effectively handle multiple tasks and pay attention to detail. Sound judgment and decision-making skills in sometimes charged high stakes environments. Communicates to improve and promote teamwork, decision-making, and problem solving. Listens and responds effectively to the reactions and positions of others and encourages the expression of diverse ideas and opinions. Adjusts message and style to fit the audience. Provides timely and helpful feedback. Communicates appropriately to win support with all audiences. Works cooperatively with others across the organization to achieve shared objectives. Represents own interests while being fair to others and their areas. Partners with others to get work done. Credits others for their contributions and accomplishments. Gains buy-in, trust, and support of others. Deals comfortably with the uncertainty of change. Effectively handles risk. Can decide to act without the total picture. Is calm and productive, even when things are up in the air. Deals constructively with problems that do not have clear solutions or outcomes. Is confident under pressure. Handles and manages crises effectively. Maintains a positive attitude despite adversity. Bounces back from obstacles and setbacks. Grows from hardships and negative experiences. Has a strong outcomes-based orientation. Persists in accomplishing objectives despite obstacles and setbacks. Has a track record of successfully succeeding goals. Pushes self and helps others to achieve results. Has a continuous improvement mindset. Forms teams with appropriate and diverse mixes of styles, perspectives, and experience. Establishes common objectives and a shared mind-set. Creates a feeling of belonging and strong team morale. Shares wins and rewards team efforts. Fosters open dialogue and collaboration among the team. Creates a team that works well cross-functionally. Learns quickly when facing new situations. Experiments to find new solutions. Takes on challenges of unfamiliar tasks. Extracts lessons learned from failures and mistakes. Expands knowledge base through ongoing curiosity. Job Qualifications: Minimum Qualifications: Bachelor's degree in related field. is required; master's degree is preferred. 8 or more years managing key, complex third-party vendor relationships. Preferred Qualifications: Master's Degree in related field. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Travel up to 25%.

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has just opened an opportunity for a Commercial Relationship Manager based in the Salt Lake City, Utah office. If you are ready to move your career forward, read on. The role of a Commercial Relationship Manager: Commercial Relationship Managers are responsible for developing and managing all aspects of commercial client relationships within their defined market segment including the collaborative leadership of a relationship banking team to collectively provide solutions that create value for our clients, communities, and for Zions Bank. What will your day look like? You will be: Generate and service a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Who should apply? We want someone who has: Requires a Bachelors degree in banking, finance or other related field and 1 to 2 years credit associated lending or 3+ years related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit analysis and/or lending. Ability to expand loans, client relationships and cross sell bank products. Familiarity of the sales, loan processing and closing processes. Must have good interpersonal and communication skills. Working knowledge of a software applications, including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products

* Candidate must reside in MST or PST state* Say hello to opportunities. It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contact Center and AI-powered adjacencies. We invest more than $250 million annually to ensure our AI-enabled technology and platforms meet or exceed the needs of our customers. RingSense AI is our proprietary AI solution. It's designed to fit the business needs of our customers, orchestrated to be accurate and precise, and built on the same open platform principles we apply to our core software solutions. This is where you and your skills come in. We're currently looking for: The Customer Success Manager serves as the direct support function to some of RingCentral's most valued and high-profile customers. As a critical piece of our land and expand efforts you will be a point person for our larger customers and will interface and orchestrate internal efforts with acquisition, implementation, technical support, etc. You will be positioned as a subject matter expert and all-around resource for servicing client's needs. To succeed in this role you must meet the following requirements: Develop strong customer relationships and serve in the role of RingCentral trusted partner. Proactively drive adoption across RingCentral's multiple product technology stack to ensure customers are maximizing ROI. Ensure customer satisfaction: facilitate QBRs, execute on mutual success plans, address technical demands, engage appropriate resources to ensure issues are being handled and escalated in a timely matter. Mitigate churn risk and protect portfolio MRR growth. Maintain and grow monthly recurring revenue for RingCentral's most valued customers. Project Management - quarterback internal and external initiatives. Act as sales liaison, build internal relationships to help drive growth expansion inside of the account, manage partner relationship to better support premium RingCentral customers. Partner cross-functionally with support, professional services, sales and marketing segments to create customer success that drives positive customer satisfaction and account growth. Execute and build out an Adoption strategy through consistent weekly, bi-weekly or quarterly business reviews to have a proactive approach with the account base. Desired Qualifications: 3 to 7 years plus of direct and verifiable major accounts-level customer success experience. Proven track record of success with a verifiable history of exceeding customer satisfaction and adoption goals. Driven by personal, team and company achievement with a commitment to excellence. Possess that rare blend of technical expertise and sales acumen wrapped in a strong customer-centric mentality. Strong analytical, problem-solving and dot-connecting skills with the ability to develop quick, accurate situational awareness. Enterprise-ready, solution-oriented mindset to understand and solve complex customer issues. Experience and comfort interacting with and influencing C-level executives. Strong communication skills - written and verbal - with understanding of situational best practices. Excellent presentation skills - from small to large audiences. Ability to lead, manage or influence both internal RingCentral resources as well as customer resources to achieve successful outcomes. Experience with VoIP technology, Contact Center technology and terminology including SIP, RTP, QoS, COS, and codecs preferred. Knowledgeable in advanced network troubleshooting and terminology including LAN/WAN, Routers, Firewalls, Switches, PBX deployment, TCP/IP (IPv4) preferred. BS or equivalent education and relevant experience What we offer: Comprehensive medical, dental, vision, disability, life insurance Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits 401K match and ESPP Paid time off and paid sick leave Wellness programs including 1:1 coaching and meditation guidance Paid parental and pregnancy leave and new parent gift boxes Family-forming benefits (IVF, Preservation, Adoption etc.) Emergency backup care (Child/Adult/Pets) Parental support for children with developmental and learning disabilities Pet insurance Employee Assistance Program (EAP) with counseling sessions available 24/7 Free legal services that provide legal advice, document creation and estate planning Employee bonus referral program Student loan refinancing assistance Employee perks and discounts program RingCentral's Global Service and Support team leads the post-sale experience for our customers-making sure their every need is met, and that they're able to use our products effectively and easily. As our customers' central point of contact, you'll champion their needs, share deep product knowledge, provide innovative solutions, and build relationships that show our customers what powering human connection really means. RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as a Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote and hybrid work options optimized for the ways we work and live now. About RingCentral RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone(MVP) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world. RingCentral is an equal opportunity employer that truly values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to providing reasonable accommodations for individuals with disabilities during our application and interview process. If you require such accommodations, please click on the following link to learn more about how we can assist you. If you are hired in Colorado, Nevada, Washington, California the compensation range for this position is between $70,700 and $113,000 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.

E*TRADE Priority Relationship Manager aims to deliver an industry leading client experience for both existing and prospective clients, while assisting and connecting clients with the full scope of benefits, products, and services that E*TRADE from Morgan Stanley has to offer to meet their financial needs. The E*TRADE Priority Relationship Manager is responsible for cultivating and deepening client relationships, through exceptional, high-touch service for E*TRADE's most valued clients. Role Responsibilities: * Deliver exceptional service while building and cultivating relationships with our E*TRADE Priority clients * Develop a thorough understanding of all Morgan Stanley products and services while identifying opportunities to deliver the firm to our high priority clients * Act as a liaison between internal support teams and stakeholders to ensure client's inquiries, requests, and complex needs are addressed in a timely fashion * Exceed all client expectations and meet specific objectives related to the onboarding, deepening, and retaining of client relationships through fact finding and education * Identify and gather net new assets from existing E*TRADE clients and prospects * Identify referral opportunities for advice to a Morgan Stanley advisor and collaborate with Financial Advisors as they work to solve for client needs * Educate and guide clients on the E*TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering * Constantly look at ways to improve overall performance, customer satisfaction and the entire customer experience while considering impact to firm costs Role Differentiators: * Service Households with 250K - $1MM AUM with Total Wealth of $1million+ * Book of business established by engaging opportunities from daily outbound call efforts to build and deepen relationships Minimum Qualifications: * Minimum Years of Experience: 1+ years of financial services experience * Registrations: Series 7, Series 63, Mass Registration Preferred Skills: * Possess excellent business development and marketing skills and desire to consistently achieve top results * Experience in understanding the financial needs of the retail brokerage clientele * Strong technical aptitude to navigate a variety of financial services and client relationship management ('CRM') tools * Highly collaborative in a team-oriented environment * Excellent organizational and time management skills, and ability to work in a fast-paced environment while handling multiple tasks * Must be dedicated to exceeding client expectations, have a passion for excellence, with outstanding oral, written communication and presentation skills * Ability to demonstrate positive initiative, leadership, and comfort working in a fast-paced environment * Bachelor's Degree preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management. As a Commercial and Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending, depository and Treasury Management products to new and existing bank clients. You will be responsible for a variety of tasks including reviewing the clients credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. Additionally, Commercial and Specialty Banking Relationship Manager IIs are expected to provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends, review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in business, finance or related field or combination of education and work experience. 7+ years of relevant experience Good managerial, communication and sales skills Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or master's degree in business, finance or related field or combination of education and work experience 7+ years of Commercial or Specialty experience 7+ years of commercial credit experience Completed formal credit training program. Strong communication and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Strong business development skills as well as an overall understanding of credit and business finance. Strong networking skills and participation in networking events in the market area Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone. Competent in the use of standard office software including Microsoft Outlook, Excel and Word. Solid knowledge of banking policies, regulations and compliance issues. Solid ability to analyze financial statements. Solid knowledge of basic accounting principles. Must possess a valid driver's license. Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services Self-directed and motivated to accomplish tasks, meet objectives and committed timelines. Strong oral and written communication skills with the ability to clearly and concisely articulate issues. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: We are committed to our core value of meritocracy and supporting our associates in growing within their role When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to work extended hours to the extent necessary. Must be able to travel to the extent as necessary Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Role: Regional Relationship Manager Job Type: Full-time Reports to: Director of Sales Travel: Up to 30% which also includes attending various conferences and/or partner events The Regional Relationship Manager manages advisory firms, accounts, and individual advisors within an assigned territory, driving growth, engagement, and satisfaction. What You'll Be Doing: * Build and maintain relationships with advisory firms and individual advisors in the assigned territory. * Serve as the primary point of contact for existing advisor relationships and firm-level engagement. * Drive advisor education and training on 401GO products, processes, technology, and sales tools. * Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share. * Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors. * Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities. * Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends. * Support National Account Managers on national or multi-territory firms as assigned. * Manage only advisors or firms with three (3) or more active 401(k) plans; advisors with fewer than three plans are supported directly by Inside Sales. What You Bring: * 3-5+ years in advisory channel sales, account management, or practice consulting. * Strong consultative sales and relationship-building skills. * Territory management and pipeline development experience. * HubSpot experience or willingness to adopt and master HubSpot CRM. Why 401GO? At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer * A standout 401(k) plan (naturally!). * Generous stock options-share in our growth and success. * Flexible work environment-choose where you're most productive. * Excellent benefits, including medical, dental, and vision. * Flexible hours-because great work doesn't always happen 9-5. * Plenty of PTO-we value work-life balance. * A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future. We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you. The Role We're seeking a service-oriented professional to support an established and growing book of high-net-worth clients in a Relationship Manager & Servicing Advidor role. This is a unique opportunity to step into a thriving advisory practice where you'll focus entirely on exceptional client service and relationship management - no business development or prospecting required. You'll work in close partnership with our Principal Wealth Advisor (Mitch) and Farther's centralized operations team to deliver seamless, proactive client service. This role is perfect for someone who genuinely enjoys the client service side of wealth management and wants a stable, rewarding position without the pressure of building their own book. We're looking for someone who takes pride in being the go-to person for clients, excels at follow-through, and finds satisfaction in excellent service delivery. Your Impact Serve as primary point of contact for routine client needs - account updates, money movement, paperwork, and day-to-day questions Schedule and coordinate client meetings for 65+ clients (approximately twice yearly), managing all logistics and follow-up Attend client meetings, take detailed notes, and own post-meeting task completion and client communication Conduct investment analysis, including gathering current holdings, analyzing portfolios, and preparing initial recommendations for advisor review Support tax planning analysis, including Roth conversion evaluations and other planning scenarios Build trusted relationships with clients so they come to you first for routine needs, freeing up the lead advisor for strategic work Potentially serve as primary relationship manager for smaller clients ($250K-$500K AUM) under supervision Coordinate with Farther's centralized operations and investment teams for trade execution, compliance, and analysis support Maintain meticulous CRM documentation and ensure timely completion of all client requests Create capacity for business development by delivering excellent day-to-day service The Ideal Match Series 65 (or equivalent) registration with clean U4 record (CFP is a plus but not required) 5 years of financial services experience in client-facing roles with demonstrated excellence in client service and relationship management Service-first mindset - You genuinely enjoy being the go-to person for clients and find satisfaction in excellent follow-through Financial planning and investment knowledge across portfolio management, retirement planning, tax planning basics, and wealth management fundamentals Exceptional organizational skills - Ability to juggle multiple client requests, meeting schedules, and follow-up tasks without dropping balls Strong analytical capabilities for investment analysis, portfolio review, and data gathering/organization Excellent communication and relationship-building skills - Can build trust and become clients' preferred point of contact Team player - Comfortable working closely with lead advisor, taking direction, and collaborating effectively Technology proficient - Comfortable learning new systems and leveraging technology for efficiency Bonus Points CFP certification or progress toward CFP designation Experience in paraplanner, service advisor, or junior advisor roles at RIA firms Background supporting high-net-worth clients Additional licenses or designations (Series 7, Series 66, ChFC, CLU) Experience with portfolio analysis software and investment research Tax planning knowledge, especially Roth conversion analysis Previous experience in team-based models supporting lead advisors Familiarity with modern wealth management platforms Why Join Us Competitive comp package that rewards impact Work alongside some of the brightest minds in fintech Ground-floor opportunity at a fast-scaling startup Chart your own growth path as we expand Full health benefits + 401(k) matching & Roth IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!

Job DescriptionRole: Regional Relationship Manager Job Type: Full-time Reports to: Director of SalesTravel: Up to 30% which also includes attending various conferences and/or partner events The Regional Relationship Manager manages advisory firms, accounts, and individual advisors within an assigned territory, driving growth, engagement, and satisfaction. What You'll Be Doing: Build and maintain relationships with advisory firms and individual advisors in the assigned territory. Serve as the primary point of contact for existing advisor relationships and firm-level engagement. Drive advisor education and training on 401GO products, processes, technology, and sales tools. Manage territory pipeline, including recruiting new advisors, developing new plan opportunities, and increasing wallet share. Coordinate with Partner Support to set up investment lineups (3(38) support) and pricing configurations for advisors. Partner with Inside Sales to ensure lead follow-up, advisor activation, and efficient movement of opportunities. Conduct regular, structured reviews with advisory firms and advisors to assess the health of the firm, advisor group, and overall territory; identify risks, opportunities, and engagement trends. Support National Account Managers on national or multi-territory firms as assigned. Manage only advisors or firms with three (3) or more active 401(k) plans; advisors with fewer than three plans are supported directly by Inside Sales. What You Bring: 3-5+ years in advisory channel sales, account management, or practice consulting. Strong consultative sales and relationship-building skills. Territory management and pipeline development experience. HubSpot experience or willingness to adopt and master HubSpot CRM. Why 401GO?At 401GO, we're not just changing retirement-we're reinventing it. As a fast-growing fintech start-up, we've built the world's most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You'll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you're ready to challenge the status quo and be part of something big, 401GO is the place to grow your career. What We Offer A standout 401(k) plan (naturally!). Generous stock options-share in our growth and success. Flexible work environment-choose where you're most productive. Excellent benefits, including medical, dental, and vision. Flexible hours-because great work doesn't always happen 9-5. Plenty of PTO-we value work-life balance. A fully stocked kitchen when you're in the office. At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law. E04JI800lnui408hjnc

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 (**************************************** .

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Boise, Idaho. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Senior Manager participates in client development and team management and conducts research to be current as a subject matter expert. What You Will Do: * Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations * Developing, building, and managing client relationships as part of the proposal process * Participating in networking activities to further expand business opportunities and client relationships * As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges * Assisting with managing, developing, and coaching professional tax staff * Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating responsibilities to others and monitoring efforts of engagement teams * Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology * Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing Minimum Qualifications: * 7+ years of related experience in public accounting, law firm, or trust department * Bachelor's or graduate degree in accounting, finance, or a related field * CPA license or J.D. degree and bar admission * Experience managing multiple client engagements Preferred Qualifications: * Master's Degree in related field #LI-SLC #LI-KA1

Application Deadline: 02/04/2026 Address: 142 E. 200 South Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 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.

With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings. We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management. As a Commercial and Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-sell lending, depository and Treasury Management products to new and existing bank clients. You will be responsible for a variety of tasks including reviewing the clients credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. Additionally, Commercial and Specialty Banking Relationship Manager IIs are expected to provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends, review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements. Minimum Requirements: To be considered for this position, you must possess the following qualifications. Bachelor's degree in business, finance or related field or combination of education and work experience. 7+ years of relevant experience Good managerial, communication and sales skills Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications: MBA or master's degree in business, finance or related field or combination of education and work experience 7+ years of Commercial or Specialty experience 7+ years of commercial credit experience Completed formal credit training program. Strong communication and sales skills. Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list. Strong business development skills as well as an overall understanding of credit and business finance. Strong networking skills and participation in networking events in the market area Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone. Competent in the use of standard office software including Microsoft Outlook, Excel and Word. Solid knowledge of banking policies, regulations and compliance issues. Solid ability to analyze financial statements. Solid knowledge of basic accounting principles. Must possess a valid driver's license. Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services Self-directed and motivated to accomplish tasks, meet objectives and committed timelines. Strong oral and written communication skills with the ability to clearly and concisely articulate issues. Work Environment: We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following: We are committed to our core value of meritocracy and supporting our associates in growing within their role When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead. Office setting with traditional hours. Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours). Must be able to work extended hours to the extent necessary. Must be able to travel to the extent as necessary Benefits: In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here. If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values * We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. * We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. * We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? * We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. * We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description Reports To: Client Service Team Leader Duties and Responsibilities: * Serve as the primary day-to-day contact for a designated book of clients, managing their insurance needs with minimal oversight. * Lead the renewal and remarketing process, coordinating with carriers to secure optimal coverage and pricing. Provide consultative guidance to clients on coverage gaps, policy structures, and strategic insurance decisions. Oversee onboarding of new accounts, including collection and analysis of underwriting data. * Troubleshoot complex client issues, working with underwriters and internal teams to resolve problems efficiently. Manage endorsements, claims inquiries, audits, and other service items with high attention to detail. * Utilize AMS360 to maintain comprehensive, accurate client records and document all servicing activities. * Mentor or support more junior account team members as needed. * Stay informed on industry trends, product offerings, and regulatory changes impacting clients. Qualifications * 3-5 years of experience in insurance account management, preferably in Personal Lines. * Proven ability to manage a book of business and build long-term client relationships. * Strong understanding of carrier underwriting guidelines and coverage forms. * Excellent communication, negotiation, and problem-solving skills. * Proficient in AMS360 or comparable agency management systems. * Active insurance license(s) in applicable lines (P&C and/or L&H) required. * Detail-oriented with strong time management skills and the ability to work independently. Additional Information Please see our company Benefits: * Medical, Dental, Vision * Life and AD&D insurance * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

We pride ourselves in taking care of our most closely held relationships. From our employees, to our clients, to our candidates; looking out for their needs and concerns is paramount to our success. Doing so has allowed us to establish successful, long\-lasting, and mutually beneficial partnerships with those we work with. As a company, our goal is the bridge the gap between great people and fulfilling careers and we're looking for you to join our team! Responsibilities in a nutshell… Our Client Solution Managers are responsible for end\-to\-end sales including the creative development and execution of sourcing strategies and recruiting plans for our clients. The Client Solutions Manager develops relationships with our top tier client base while helping Trustech attract the best talent available. Primary objectives include managing client relationships with Directors, Managers and C\-level executives at some of the top companies in the Salt Lake area. Helping to screen candidates, conducting interviews, making recommendations to hiring managers and helping to guide the recruiting process. Our Client Solution Managers are… Leaders: Motivated to improve themselves and those around them. Ambitious and career driven. Looking for opportunities to expand their knowledge and mentor others. Resourceful: Able to critically think out problems to find the best solution. Also have the awareness to know when outside help is needed. Organized: Juggling multiple responsibilities, deadlines, and communications that vary day to day. Entrepreneurial: Always looking for ways to help grow the organization. Realize that team success is reliant on proactively building relationships and looking for opportunity. Getting granular… Develop and build on relationships with our existing client base. Collaborate with client hiring managers and the recruitment team to understand and strategize fulfillment. Conduct intake meetings with client managers to set expectations, and maintain communications throughout the recruiting process. Network and build strong relationships with prospective clients and candidates by providing strategic guidance and advice. Review candidate resumes and assess their qualifications and fit. Conduct phone screens, provide candidate assessments, and recommend viable candidates to Trustech client managers for further consideration. Manage the interview schedule for candidates and client managers to ensure nothing falls through the cracks. Document all candidate interactions in our ATS to insure we have the necessary information to successfully represent each candidate we come in contact with. What you bring to the table… 2+ years of full\-cycle recruiting Experience working with SaaS based software, including those for applicant tracking (ATS), customer relationship management (CRM), and Project Management. We use Zoho One. Ability to cultivate relationships with top level technology leaders. Excellent verbal, written, and interpersonal communication skills. Able to think on your feet and resourcefully solve problems. Strong organizational and prioritizing skills. Strong work ethic, sense of urgency, and tech savvy. Bachelor's Degree preferred; Preferably in Business or Technology. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"628352674","FontFamily":"Tahoma, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Staffing\/Employment Agencies"},{"field Label":"City","uitype":1,"value":"Salt Lake City"},{"field Label":"State\/Province","uitype":1,"value":"Utah"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"84101"}],"header Name":"Client Solutions Manager","widget Id":"**********00072311","awli IntegId":"urn:li:organization:10578787","is JobBoard":"false","user Id":"**********00120003","attach Arr":[],"awli ApiKey":"77vioxn9k8wle6","custom Template":"4","awli HashKey":"2c8a7788765be306fffb2528bee036751f7aa76dd3dc8380c55768150e46835666d156cdf1fd781efe167558144deccd8564e446a23fe27b865166acf9e39e57","is CandidateLoginEnabled":false,"job Id":"**********06052515","FontSize":"15","location":"Salt Lake City","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"0nk787517a30dcce34e8980373b1a50b27fbc"}

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 We are looking for candidates who reside within a commutable distance from Ogden, Utah 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 Willingness and ability to work varying hours (average: 1-3 overnights per week) Willingness and ability to travel throughout a geographic territory 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.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645

We are a leading Managed Service Provider (MSP) seeking a dedicated Partner Success Manager (PSM) to join our team. The PSM will serve as the primary point of contact for partners, ensuring their satisfaction, retention, and growth by identifying their pain points, understanding their business goals, and driving measurable business value through tailored IT solutions. Embracing a vCIO mindset, the PSM will act as a strategic partner, providing high-level IT guidance and aligning technology strategies with partners' long-term business objectives. RESPONSIBILITIES * Deeply understand partners' business operations, goals, and challenges to identify key pain points and recommend tailored technology solutions to address them. * Act as a strategic advisor to partners, engaging with C-suite executives and key decision makers to align IT solutions with their long-term business vision and goals. * Regularly visit partner's onsite to conduct Strategic Partnership Reviews (SPR's), presenting strategic IT roadmaps that align technology investments with business goals to drive efficiency and competitive advantage for our partners. This means going beyond just showcasing performance metrics like ticket resolution times and satisfaction scores (this is considered virtual captain obvious and should be considered table stakes) and discussing strategies that lead to ticket elimination. * Collaborate with Subject Matter Experts and technical teams to develop and effectively communicate proactive recommendations on emerging technologies and industry trends, positioning partners' IT environments for scalability, innovation, and cost optimization. * Leverage the expertise of Technical Account Managers (TAMs) to create tailored IT budgets and lifecycle management programs that balance operational needs with strategic objectives, ensuring alignment with partners' financial and growth priorities. * Build trusted relationships with key partner stakeholders, identifying and documenting pain points through active listening and assessments to propose effective IT solutions. * Champion our partners' needs within the organization. As their primary point of contact, you'll advocate for partners, ensuring their priorities are addressed by mobilizing the right internal resources to resolve issues swiftly and effectively. * Monitor partner health, tracking metrics such as ticket resolution times, satisfaction scores, renewal risks, and proactively addressing issues to prevent escalation using agreed upon tools and framework to ensure consistent success for all customers. * Communicate key updates, project statuses, and lifecycle program outcomes clearly * Maintain accurate partner records, including pain points, business goals, budgets, roadmaps, and interaction logs, in CRM systems to support strategic account planning. * Champion the TruMethods structured processes and methodologies used to achieve partner success and IT alignment by being the pivotal point of contact between our partners and Executech. QUALIFICATIONS * Education: Bachelor's degree in business or information technology preferred. Candidates with relevant, proven experience will also be considered. * Experience: 3+ years in a partner-facing role, with experience in account management, strategic IT planning, partner relationship building, and identifying business needs preferably within an MSP or IT services environment. SKILLS * Exceptional interpersonal and communication skills to engage diverse stakeholders and articulate how IT solutions drive strategic and operational value. * Strong account management and problem-solving abilities, with a focus on partner satisfaction, retention, and alignment with business goals and outcomes. * Ability to adopt a vCIO mindset, translating business objectives into strategic IT roadmaps and budgets in collaboration with TAMs. * Proficiency with MSP tools such as ConnectWise and Lifecycle Insights for account management, reporting, and lifecycle planning. * The ability to identify partner pain points and develop actionable IT strategies. * Outstanding organizational skills to effectively manage multiple partner accounts and competing priorities. * Inquisitive/Analytical mindset - consistently exploring alternative approaches to drive innovation and improvement PERSONAL ATTRIBUTES * Partner-focused, empathetic, and adaptable with a passion for driving partner success through strategic and operational excellence. * Must be self-motivated and proactive and thrive in a highly independent role What We Offer * A competitive salary and benefits package (Health, Dental, Vision). * This is a fully in-office position; however, you will be required to visit customers on consistent basis. * 401(k) with company matching. * Generous Paid Time Off (PTO) and paid holidays. * A positive, collaborative, and fun team culture. * Opportunities for professional development and career advancement. * In-depth training on industry-leading tools and processes. * Company car available