Automotive Tool Sales/Route Manager - Full Training
Mac Tools 4.0
Relationship manager job in Springdale, MT
Invest in Your Success with Mac Tools
Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle.
As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds.
Key Benefits of Mac Tools Franchise Ownership
Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada.
Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more.
World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters.
Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc.
Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world.
Financial Flexibility: Explore various financing options to fit your needs.
Financial Requirements
To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options.
Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases.
Ready to Take the Next Step?
Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise?
Complete our quick mobile application to start your journey towards financial independence.
Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand.
Mac Tools , a division of Stanley Black & Decker Inc.
5195 Blazer Parkway
Dublin, Ohio 43017
$45k-50k yearly est. 1d ago
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Client Manager - US Large Market
American Express 4.8
Relationship manager job in Helena, MT
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 relationshipmanagement 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 relationshipmanagement 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
$89.3k-150.3k yearly 4d ago
Client Experience Manager
Tyler Technologies 4.3
Relationship manager job in Billings, MT
The Client Experience Manager plays a pivotal role in transforming support into client success. This leader is directly responsible for the engagement, growth, and performance of a cross-functional team-including Client Experience Champions, Client Engagement Leads/Managers, and Learning Enablement Coaches.
Their mission: drive extraordinary client and employee experiences. This includes owning the Net Promoter Score (NPS) for their assigned region and fostering high employee satisfaction (eSAT) within their team. They act as both a strategic leader and a tactical support partner-ensuring clients feel supported, heard, and delighted, while employees feel empowered, challenged, and connected.
This is a formal people leader position.
Responsibilities
Client Outcomes & Advocacy
* Own the client experience for the assigned region, with NPS as the primary success metric.
* Actively track and improve clients' NPS performance through relationship building, issue resolution, and value delivery
* Use NPS data to inform outreach plans and success strategy adjustments
* Regularly engage with clients and oversee communication on critical issues, roadmap items, and new features.
* Understand regional client trends and ensure proactive outreach strategies are in place.
* Surface product gaps, friction points, and enhancement opportunities to internal teams.
* Serve as a high-level escalation path for client concerns that require management handling.
* Consistently highlight Tyler's unique value in conversations with clients and internal stakeholders
* Ensure regional teams understand how to communicate product differentiators when managing escalations or sharing best practices
* Serve as a champion for the client experience-reinforcing where Tyler's solutions are delivering exceptional outcomes
* Step in to handle support incidents as needed, especially during high-volume periods
* Help clients navigate change-whether product updates, cloud transitions, or process shifts-by providing clarity, reassurance, and structured communication.
People Leadership
* Directly manage and develop a regional team of individuals including:
* Client Experience Champions
* Client Engagement Leads or Managers or Strategic Engagement Managers
* Learning Enablement Coaches
* Conduct regular 1:1s, career development planning, and performance reviews.
* Foster a high-trust, high-performance team culture rooted in transparency, ownership, and continuous growth
* Actively coach team members on handling escalations, improving call quality, and deepening client relationships
Operational Oversight
* Monitor regional call trends, case volumes, and support backlogs-ensuring appropriate resource coverage and load balancing.
* Ensure SLAs are being met and pull in Client Engagement and Learning Enablement team members to assist with incidents as appropriate
* Identify and act on staffing needs or workflow adjustments to improve service responsiveness.
* Partner with other regional managers to share best practices and align on enterprise client strategies.
* Track and report on team and regional performance-including NPS, eSAT, and operational KPIs.
* Ensure all team members follow the regional feedback process defined by the Director of Client Operations.
Employee Engagement & Enablement
* Own the employee satisfaction and engagement for your regional team.
* Partner with Learning Enablement Coaches to ensure training is timely, targeted, and effective.
* Support a culture of open feedback, recognition, and accountability.
* Serve as a role model for transparent communication-owning mistakes and showing others how to recover from them with integrity and follow-through.
What Success Looks Like
* Clients demonstrate loyalty and satisfaction through strong Net Promoter Scores (NPS) and qualitative feedback
* Your team is highly engaged, supported, and performing at or above expectations.
* Proactive client outreach is happening consistently-not just reactive support.
* Your team members are growing in capability, confidence, and influence.
* Regional themes and client needs are regularly synthesized and shared with product, support, and leadership stakeholders.
Qualifications
* Strong understanding of support operations, client lifecycle, and feedback systems (NPS, eSAT)
* Ability to coach others in client communication, troubleshooting, and service recovery
* Excellent communication, prioritization, and problem-solving skills
* Familiarity with ERP systems, local government software, or SaaS environments is a plus
$92k-115k yearly est. Auto-Apply 6d ago
Client Success Manager
Norstella
Relationship manager job in Helena, MT
**About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges.
MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence.
In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey.
**The Role:**
MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment.
**Responsibilities:**
Retention & Growth
+ Maintain positive net revenue retention across named clients in their assigned client segment.
+ Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities.
+ Earn reference status in >80% of MMIT clients.
Optimize Client Use Cases
+ Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value.
+ Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles.
+ Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases.
+ Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes.
Account Health & Advocacy of Client
+ Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans.
+ Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.).
+ Act as the internal and external escalation point of contact for any known or emerging client issues.
+ And other duties as assigned
**Qualifications:**
+ Bachelor's degree in marketing/business or related discipline.
+ 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles.
+ Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access).
+ Understanding of common brand strategies to optimize patient access to therapies.
+ Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues.
+ Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications.
+ Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills.
+ High level of empathy with a strong agility to learn and adapt, growth mindset.
+ Demonstrated desire for continuous learning and improvement.
+ Enthusiastic and creative thinker with the ability to inspire others.
**Our Guiding Principles for success at Norstella:**
01: Bold, Passionate, and Mission-First
02: Integrity, Truth, and Reality
03: Kindness, Empathy, and Grace
04: Resilience, Mettle, and Perseverance
05: Humility, Gratitude, and Learning
**Benefits:**
+ Medical and Prescription Drug Benefits
+ Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
+ Dental & Vision Benefits
+ Basic Life and AD&D Benefits
+ 401k Retirement Plan with Company Match
+ Company Paid Short & Long-Term Disability
+ Paid Parental Leave
+ Paid Time Off & Company Holidays
_The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._
_Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._
_Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._
_All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._
Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
$120k-150k yearly 16d ago
Client Partner, Real-World Evidence
Datavant
Relationship manager job in Helena, MT
Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care.
By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare.
**Objective of the Role**
The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment.
You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research.
**Responsibilities of the Role**
+ **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development.
+ **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions.
+ **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services.
+ **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development.
+ **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance).
+ **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem.
+ **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities.
+ **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support.
**Qualifications of the Role**
+ **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions.
+ **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization.
+ **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients.
+ **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders.
+ **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership.
+ **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth.
+ **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential.
+ **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment.
+ **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers.
\#LI-BC1
We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.
The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation.
The estimated base salary range (not including variable pay) for this role is:
$136,000-$170,000 USD
To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion.
This job is not eligible for employment sponsorship.
Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay.
At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way.
Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis.
For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
$136k-170k yearly 28d ago
Relationship Manager Senior CB
City National Bank 4.9
Relationship manager job in Helena, MT
WHAT IS THE OPPORTUNITY? Develops and managesrelationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
WHAT WILL YOU DO?
* Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank.
* Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank.
* Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers.
* Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc.
* Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions.
* Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank.
* Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
* Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues.
* Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management.
* Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues.
* Maintains awareness of competitive products, practices, rates and changes in market conditions.
* Analyzes problem credits and meets with client to develop solutions to minimize loss exposure.
* May serve as a product specialist acting as a technical consultant to clients and RelationshipManagers in various business segments and geographic locations.
* Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of lending experience required.
* Minimum 5 years of credit experience required
*Additional Qualifications*
* Good understanding of all products and services applicable to target client segment.
* Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures.
* Demonstrated sales and marketing abilities.
* Good credit analysis and accounting skills.
* Capable of working well independently and in teams.
* Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility.
* Strong interpersonal, verbal, and written communication skills.
* Strong demonstrated sales and marketing abilities including cross selling skills.
* Superior client relationship skills.
* Good understanding of commercial credit policies and procedures.
* General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction.
* Sound credit analysis and accounting skills.
* Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility.
* Must be capable of working well independently and in teams.
* Strong interpersonal, verbal, and written communication skills.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$122.5k-208.7k yearly 60d+ ago
Manager of Client Success
Zoot Enterprises, Inc. 3.7
Relationship manager job in Bozeman, MT
Zoot is dedicated to delivering exceptional service and building lasting relationships with our clients. We believe client experience is more than service-it's about anticipating needs, solving challenges, and creating meaningful value at every interaction. The Manager of Client Experience (CX) plays a key role in championing a customer-first culture, ensuring that every interaction aligns with Zoot's brand values and business objectives. This position executes initiatives around the optimization of the customer journey, leveraging data-driven insights to improve engagement and service quality. The CX Manager collaborates closely with cross-functional teams to create seamless, personalized experiences that drive long-term success. For over 30 years, Zoot Enterprises has been a global provider of advanced origination, acquisition, and decision management solutions. Our customer-centric tools and services enable Zoot's clients to add value and differentiation, while providing nimble, scalable solutions for specific business objectives. Zoot provides a cloud based, secure processing environment. We offer tailored data driven decisioning technology solutions that empower our clients to streamline processes, increase flexibility and efficiency, accelerate growth, while accessing hundreds of cutting edge data sources to help reduce risk.
Key Responsibilities
* Execute upon client experience strategy that aligns with Zoot's initiatives, including developing a concrete plan, organizing the work, coordinating with the team, monitoring progress, and ensuring deliverables meet Zoot's objectives.
* Analyze and refine every stage of the customer journey, identifying pain points and opportunities to create seamless, personalized, and engaging experiences across all touchpoints.
* Partner with marketing, sales, product, operations, and other teams to ensure a cohesive approach to customer engagement. Advocate for customer needs in decision-making processes and help drive alignment across departments.
* Lead, mentor, and develop a high-performing CX team, fostering a culture of collaboration, innovation, and excellence.
* Leverage customer feedback, analytics, and key performance indicators (KPIs) to identify trends, measure satisfaction, and implement strategies that enhance the overall experience.
* Identify opportunities to streamline and automate customer experience processes.
* Foster strong relationships with customers, building programs that drive engagement and long-term brand loyalty. Implement initiatives such as loyalty programs, community engagement, and proactive outreach to enhance the customer experience.
* Other duties as assigned.
Qualifications and Skills
* Bachelor's degree in Business, Communications, or related field (Master's preferred).
* 5+ years of experience in client success, customer experience, or account management roles, with at least 2+ years in a management or team lead capacity.
* Proven ability to lead and motivate a team, fostering accountability and high performance.
* Strong business acumen and analytical skills, with experience using data to drive decisions.
* Excellent communication, conflict resolution, and relationship-building skills.
* Familiarity with customer success software, CRM platforms, and data reporting tools.
* Ability to thrive in a fast-paced environment with competing priorities.
Physical Requirements:
All positions at Zoot require the ability to move about inside an office environment which includes the operation of computers and other office productivity machinery and frequently communicates with other employees, clients, vendors, and visitors. This position specifically requires long periods of sitting at a computer workstation.
Working Conditions | Work Hours | Location:
This position will take place primarily in an office setting. It is expected that employees, and specifically this position, regularly and consistently report to work on-site at Zoot's headquarters and work between 40-45 hours per week. This will include working during Zoot's "Core Hours" which are between 9am-4pm Mountain Time Monday-Friday. This position may require travel. Occasional nighttime and weekend work is required within the position.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job which may include helping others in the same or different departments, may be assigned by supervision. Duties, responsibilities and activities may change at any time with or without notice.
$73k-109k yearly est. 8d ago
VIP Relationship Manager
St. Labre Indian School 3.0
Relationship manager job in Ashland, MT
Job Title: VIP RelationshipManager
Department: Development
Reports To: Director of Direct Response Fundraising
Salary Grade: 8B ($20.37- $23.95-$27.50)/hr.
SUMMARY
The focus of this position is to develop and manage a sizable portfolio of mid-level giving donors by stewarding, cultivating, and deepening relationships with individuals, couples, and families who partner with St. Labre.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. *Indicates the non-essential duties and responsibilities. Nothing in this job description restricts St. Labre's right to assign or reassign duties and responsibilities to this job at any time.
Enrich donor relationships by communicating, stewarding, cultivating, and assisting donors to deepen their partnership with St. Labre.
Facilitates gifts from mid-level giving donors. There may be times when making a financial ask is necessary. Ensures assigned donor gifts are properly processed and acknowledged.
Executes program strategy through phone, email, and mail communications with donors and internal staff.
Updates the database with progress and outcome notes and key donor information.
Learns about St. Labre programs, services and initiatives to effectively communicate the mission and vision and financial need to donors.
Conducts themselves in a professional, friendly, and truthful manner to donors.
Listens for key indicators that a mid-level donor should be referred to the major and/or planned giving department.
Conducts donor research to identify and promote the hand-off of high-capacity donors to the appropriate development officer/director.
Manages a portfolio of 400-600 donors.
Works with Program Consultant (Veritus Group) for hands-on training on best practices and individual donor strategy and moves.
Becomes familiar with other giving vehicles (i.e. IRA rollovers, donor advised funds, stock transfers, etc.)
Receives ongoing education to maintain and improve skills.
At all times maintains the confidentiality of program participants and shares information internally as appropriate.
Strives to continually improve the results and effectiveness of the mid-level relationship program.
Identify each donor's interests and document accordingly.
Provide the highest level of service and care to their assigned portfolio of donors
* Assists other Development department areas when needed.
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Associate's degree preferred, or high school diploma with 2 years of relevant customer service experience.
KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of, or the ability to learn the following computer programs:
Excel
Word
E-mail
Google Suite
Windows Explorer
Database entry and reporting skills
Communicate on an advanced level - oral and written.
Exhibit strong phone skills, for example, warm tone, good speaking cadence, clear and articulate speech.
Must have problem-solving and reasoning skills.
Demonstrate ability in building relationships with donors and internal stakeholders.
Ability to start conversations with strangers, ask questions and be authentic.
Must be able to work effectively with different types of people and personalities.
Ability to effectively present information in one-on-one situations.
Willingness to work overtime, if needed, holidays and weekends.
Respects the teachings of the gospel of Jesus Christ in private, personal, and public life.
Commitment to the mission of the Roman Catholic Church in Native American education.
Sensitivity to, and appreciation of Native American people and their cultures.
Ability to serve as an appropriate role model for students.
CERTIFICATES, LICENSES, REGISTRATIONS
None required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for most of an 8 hour day in front of a computer screen and use hands to finger, handle, or feel. The employee frequently is required to reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
$20.4-24 hourly 60d+ ago
Mortgage Banking Officer
Bravera Careers
Relationship manager job in Helena, MT
Bravera Bank is hiring for a Mortgage Banking Officer in Helena, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
The purpose of this position is to originate mortgage loans on behalf of Bravera Bank.
Measures of Success
Completes one business development opportunity per week.
Close 30 loans per year for 3 consecutive years.
Proficient in loan products, programs, and investors used within the Bank.
Duties and Responsibilities
Responsible for cultivating new and existing mortgage customer relationships.
Must fully understand Bravera Loan Policy and Procedures and recommend enhancements, as needed.
Maintain a lending portfolio, approving mortgage credits within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary.
Make customer contacts, field inspections, and business visits, as necessary.
Will analyze asset and repayment quality on existing loans and loan applications.
Will recommend banking products and services, based on customer analysis.
Responsible for collection of delinquent mortgage loans.
Keep abreast of current industry trends, new programs, and regulations.
Responsible for promoting teamwork and open communication among all mortgage functions of the organization and with other departments.
Responsible for maximizing processes and delivery of services as they relate to mortgage customer relationship building functions.
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
Qualifications
Education: Bachelor's degree in business administration, business management, finance, or other related field.
Experience: Minimum 5 years related experience; OR an acceptable combination of education and experience.
Location
Helena, MT
Benefits
To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values
Give and earn trust. We support and empower one another to earn trust through accountable performance.
Learn, teach and mentor. We are a learning organization that invests in growth and development.
Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.
Want to learn more about careers with Bravera? Go to bravera.bank/careers.
#ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube.
---
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
$69k-96k yearly est. 60d+ ago
Account Manager
Steris 4.5
Relationship manager job in Bozeman, MT
At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe.
As an IMS Account Manager at STERIS, you are responsible for managing sales and building relationships with our Customers by prospecting new revenue opportunities within their territory and managing their existing accounts for maximum profitability. You are tasked to achieve a maximum sales profitability, growth and account penetration within assigned territory by managing existing accounts and prospecting revenue opportunities for the Instrument Management Services (IMS) portfolio.
This position will cover the state of Montana.
What you will do as an Account Manager
โข Utilize effective discovery questions to better understand our Customer's needs, Value Drivers, and challenges in obtaining business results.
โข Define STERIS IMS solutions in a way that differentiates our services from our competitors.
โข Develop and implement annual territory plan to drive pipeline and revenue targets.
โข Manage a territory and plan sales activities using good time management and prioritization skills.
โข Identify and pursue opportunities for new business. Close deals independently or bring in the appropriate resources to maximize chances of gaining the business.
โข Present quarterly/annual account reviews with each Customer.
โข Update the STERIS IMS CRM (Customer RelationshipManagement) system as required to document Customer information, sales activities, purchase orders, etc.
โข Plan and conduct regular educational sessions for Customers including in-service educational sessions, preventative maintenance inspections, inventories, and similar activities.
โข Resolve all Customer service issues by partnering with the appropriate business representative.
The Experience, Skills and Abilities Needed
Required
Bachelor's degree
3 years of successful sales experience including a proven track record of achieving sales goals
Must be able to be compliant with hospital/customer credentialing requirements
Preferred
Experience selling medical devices, services, or B2B products
Industry certifications such as IAHCSMM, AORN, CCSVP, and/or SGNA
#LI-TL1
What STERIS Offers
We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being, and financial future.
Here is just a brief overview of what we offer:
โข Base Salary + Incentive Compensation Program
โข Vehicle Reimbursement Plan (includes monthly stipend + mileage reimbursement)
โข Cell Phone + Technology Stipend
โข Robust Sales Training Program
โข Flexible Time Off + 9 Corporate Holidays Per Year
โข Excellent Healthcare, Dental, and Vision Benefits
โข Healthcare and Dependent Flexible Spending Accounts
โข Long/Short Term Disability Coverage
โข 401(k) with a Company Match
โข Parental Leave
โข Tuition Reimbursement Program
โข Additional Add-On Benefits/Discounts
Pay rate for this opportunity is $60,000. This position is incentive plan eligible, at target earnings of $60,000 - $150,660, depending on performance.
Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc.
STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of benefits: STERIS Benefits
Open until position is filled.
STERIS is a leading global provider of products and services that support patient care with an emphasis on infection prevention. WE HELP OUR CUSTOMERS CREATE A HEALTHIER AND SAFER WORLD by providing innovative healthcare and life sciences products and services around the globe. For more information, visit *************** If you need assistance completing the application process, please call ****************. This contact information is for accommodation inquiries only and cannot be used to check application status. STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity and the use of affirmative action programs to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law. We are not only committed to this policy by our status as a federal government contractor, but also we are strongly bound by the principle of equal employment opportunity. The full affirmative action program, absent the data metrics required by ยง 60-741.44(k), shall be available to all employees and applicants for employment for inspection upon request. The program may be obtained at your location's HR Office during normal business hours.
$60k-150.7k yearly 60d+ ago
Account Manager - Montana/Idaho
Ethos Holding Corp
Relationship manager job in Montana
The Account Manager is responsible for developing and maintaining business relationships with new and existing customers.
ESSENTIAL FUNCTIONS
Assist the Senior TM in identifying opportunities and leads within a specified geography
Maintain current business relationships
Grow current business samples (organic growth)
Complete implementations and other steps of sales process with the senior Territory Manager (initial sales call, implementation, first report debrief, 30 day summary and quarter summary)
Assume full responsibility of account after 90 days
Complete lunches and other meetings as needed for account maintenance
Attend and contribute to customer meetings and events/presentations when needed
Field travel with overnights up to two nights per month depending on location of accounts
Assume responsibility of patient bills, customer needs, supply ordering, phlebotomists calls and working with Phlebotomist Supervisor to manage phlebotomists
Be able to recite the 30 second talk track and other company talk tracks
Provide weekly summaries of call/account activity
Gather presentation materials, order food, etc. for customer visits
Requirements
PROFESSIONAL REQUIREMENTS
Regular and prompt attendance
Ability to travel, including overnight stays
Above average critical thinking ability
Demonstrated track record of successful customer relationship building experience
Demonstrated professionalism
Willingness and ability to take on additional duties as assigned
EDUCATION AND EXPERIENCE REQUIREMENTS
Bachelor's degree required.
Prior experience as an inside or outside account manager and sales professional required
B2B sales experience preferred
KNOWLEDGE, SKILLS AND ABILITIES
Exceptional oral and written communication skills
Knowledge and experience with Microsoft Office
Effective time management skills
PHYSICAL AND ENVIRONMENTAL DEMANDS
Position requires sitting, walking, reaching, bending, stooping, and handling objects with hands and/or fingers, talking and/or hearing, and seeing.
Position requires the ability to lift up to 50 lbs.
DIRECT REPORTS
None
$43k-74k yearly est. 40d ago
Account Manager, A&H
Arch Capital Group Ltd. 4.7
Relationship manager job in Montana
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibilityโ .
Position Summary
The Account Manager plays a key role in managing and retaining a portfolio of Accident & Health (A&H) clients, including employer groups, brokers, and distribution partners. This position ensures exceptional service delivery throughout the policy lifecycle-supporting onboarding, renewal strategy, product education, and ongoing relationshipmanagement. The ideal candidate brings strong communication skills, deep knowledge of A&H products, and the ability to collaborate across underwriting, claims, operations, and sales teams.
Responsibilities and Accountabilities
* Serve as the primary point of contact for assigned A&H clients and brokers.
* Advise partners how to best utilize Arch products and how to position within their portfolios.
* Demonstrate how to effectively maximize Arch technology and further educate on Arch products and our value proposition.
* Track, monitor and report on various partner performance and identify areas for improvement and growth via product cross-sell and further business development.
* Build and maintain strong, trust-based relationships to ensure high client satisfaction and retention.
* Conduct regular client check-ins, including renewal meetings, performance reviews, and program updates.
Account Operations & Execution
* Coordinate account implementation, enrollment, and onboarding activities.
* Track and resolve service issues related to billing, eligibility, claims, policy changes, and compliance.
* Prepare and deliver customized reporting packages, including utilization, claims summaries, and performance metrics.
Product & Industry Expertise
* Maintain a solid understanding of Accident & Health products such as Group Accident, Supplemental Health, Hospital Indemnity, Travel Accident, Disability, and Specialty Risk programs.
* Stay informed on industry trends, regulatory developments, and competitor offerings.
* Ability to effectively educate clients and brokers on product features, coverage terms, and program performance.
Education and Experience
* Bachelor's degree in business, insurance, healthcare administration, or related field (or equivalent experience).
* Account management experience in the Accident & Health, employee benefits, or broader property/casualty insurance.
* Strong understanding of A&H product lines and insurance concepts.
* Excellent communication, relationship-building, and problem-solving skills.
* Ability to manage multiple priorities in a fast-paced environment.
* Proficiency in CRM systems and Microsoft Office Suite.
Required Skills and Abilities
* Experience working for an insurance carrier, MGU/MGA, TPA, or benefits brokerage.
* Active Life & Health insurance license (or willingness to obtain).
* Experience with enrollment platforms, claims systems, or broker management tools.
#LI-Remote
#LI-Hybrid
#LI-AM3
For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.
$61,900 - $83,622/year
* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.
* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits.
Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team.
For Colorado Applicants - The deadline to submit your application is:
December 29, 2025
14400 Arch Insurance Group Inc.
$61.9k-83.6k yearly Auto-Apply 4d ago
Account Manager
Consolidated Electrical Distributors
Relationship manager job in Bozeman, MT
We are looking for an Account/Project Manager to own multiple customers' books of business, ensure customer satisfaction, and provide sales support. The ideal candidate is customer-obsessed, organized, and has the ability to be both detail-oriented and work with a sense of urgency. Someone who is proactive, shows initiative, and is excited to be empowered and included in business goals/plans will have ample opportunity for growth within the organization.
Reports to: PC Manager
Minimum Qualifications:
+ Previous customer service and/or administrative experience is required (1+ years strongly preferred)- retail, hospitality, restaurant, etc. preferred, but office experience will be considered as well
+ Computer proficiency is required
+ Demonstrated ability to provide high level of customer service and handle multiple priorities at once is essential
ADDITIONAL PROFICIENCIES
+ Must have stellar multitasking and prioritizing ability, as well as a strong sense of urgency
+ Must have stellar communication skills, both written and verbal
+ Must be organized, possess strong problem-solving skills
+ Must show initiative, self-motivation, perseverance
Preferred Qualifications:
+ Bachelor's degree in related field
+ OR 2 years industry experience
Working Conditions:
Conditions vary and will include warehouse, office and external environments. Activities will include lifting, sorting, standing, possible extreme heat/cold conditions. Office work may include sitting for extended periods. May include some travel - both by car and by air.
Supervisory Responsibilities: No
Essential Job Functions:
+ Proactive customer account management: Account/Project Manager will be assigned specific customer accounts and will be accountable for those customers having a consistently positive experience with Company every day.
+ Write up customer orders, engage in pricing and availability discussions.
+ Create processes and strategies to help customers stay organized and informed, and to make it easy for the customers to provide forecasting for their upcoming needs.
+ Engage in ongoing learning and training in solar equipment to give customers advice on products and product alternatives.
+ Provide insight into purchasing decisions for the Company team based on conversations with customers and a well-established customer relationship.
+ Provide customer service to walk-in retail customers; handling cash/credit sales transactions.
+ Telephone sales support - answer customer questions, take orders, give directions, route calls, take messages.
+ Prepare/pick sales orders in support of the warehouse team.
+ Give input on marketing, events and broader customer communications; update lobby displays and stock literature in showroom.
+ Other duties as assigned
CED is an Equal Opportunity Employer - Disability | Veteran
Other Compensation:
The following additional compensation may be applicable for this position:
+ Profit Sharing
Benefits:
Benefits available for this position are:
+ Insurance - Medical, Dental, Vision Care for full-time positions
+ Insurance - Medical only for part-time positions, 30+ hours/week
+ Disability Insurance
+ Life Insurance
+ 401(k)
+ Paid Sick Leave
+ Paid Holidays
+ Paid Vacation
+ Health Savings Account (HSA) and matching
+ Dependent Care Flexible Spending Account (FSA)
+ Teledoc
+ Paid Pregnancy & New Parent Leave
$43k-75k yearly est. 60d+ ago
Account Manager - State Farm Agent Team Member
Bethany Lentz-State Farm Agent
Relationship manager job in Bozeman, MT
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Signing bonus
Training & development
ROLE DESCRIPTION:
As an Account Manager, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain client relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to clients.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Strong leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
$43k-75k yearly est. 3d ago
Account Manager
Fishers Technology 3.5
Relationship manager job in Billings, MT
Fisher's Technology Fisher's mission is to make our customers extremely happy through technology offerings and services that maximize business efficiency and performance. And we do all that while having a great time and loving our work. Fisher's Technology has been selected as one of the "Best Places to Work in Idaho" for the last sixteen years.
Fisher's is a leading technology provider in Idaho, Montana, Utah, & Washington to help businesses perform at the top of their game. We manage IT environments (servers, cloud environments, network equipment, computers, mobile devices, applications, Cloud, VoIP, and internet services), sell and service office equipment (from Canon, Konica Minolta, HP, OCE and many others), and streamline business operations with electronic document management and related software solutions. Learn more at ********************
Position Summary
Fisher's is seeking a qualified individual to fill our Account Manager position on the Sales Team. An Account Manager is responsible for selling Fisher's products and services to customers within their accounts assigned to them. Account Managers with Fisher's are on an uncapped commission structure with a high earning potential.
Roles & Responsibilities
* Prospect development, sales calls, product demonstrations, proposal and bid preparation.
* Communicate Fisher's Technology's strategies and direction to key decision makers.
* Develop targeted account strategies to generate and grow business for assigned territory.
* Complete site assessments and produce product recommendations and replacement strategies as needed.
* Achieve sales quota for products and services.
* Demonstrate product knowledge expertise in assigned product areas.
* Conduct regular account reviews with customer base.
* Cross-sell customer base on all products and services.
* Deliver sales activity sufficient to support overachievement, territory coverage and 100% customer satisfaction.
* Manage service issues to resolution.
Requirements
* A four-year degree is preferred, but not required.
* Must be proficient in MS Windows, Word, and Excel.
* Must have excellent presentation, negotiation, communication, analytical and interpersonal skills.
* Sales experience is preferred, but not required.
Fisher's Technology offers an extensive benefits package that includes the following:
* Medical, Dental, & Vision Insurance
* Life Insurance
* Additional Voluntary Life Insurance
* Paid Time Off
* Paid Holidays & Extra Floating Holiday
* 401(k) & 401(k) Matching
* Employee Assistance Program
* Flexible Spending Account
* Health Savings Account
* Hospital Indemnity
* Short & Long Term Disability Insurance
* Accident & Critical Illness Insurance
$32k-40k yearly est. 34d ago
Account Manager
Ralliant
Relationship manager job in Helena, MT
Remote **Tek AMR - Account Manager's Job Description** Our Americas Sales Organization has a culture that is collaborative and inclusive of others' thoughts and ideas. We are customer obsessed in our daily work, and continuously strive to provide high quality support and engagement to our customers by building and encouraging close partnerships. We are people focused and always looking for opportunities to develop and solve problems that help the business, customers, and our own team members!
An Account Manager will be expected to develop and implement a sales plan (by market/customer and application) to grow Tek's revenue and market share in assigned accounts. This candidate should possess strong strategic sales skillset, knowledge of market/customer base, and knowledge of Tek's solutions, plus desire and capability to learn. Candidates must be able to locally travel in the **Bay area** .
Responsibilities:
+ Build the plans and strategies for developing a successful commercial funnel and exceeding sales goals.
+ Apply Daily Management / Visual Management and Problem Solving to drive organization direction and activity.
+ Maintain direct contact with key customers in assigned territory & monitor customer needs, satisfaction and industry trends' alignment with Tek's strategies and solutions.
+ Proven ability to manage a geographic territory with both direct involvement and channel partners.
+ Build and adapt an individualized customer communication approach to understand needs and remain adaptable to changing customer goals and challenges.
+ Profile and develop relationships with key executives (Managers, Directors, VP's, etc.) within your focus accounts / territory.
+ Optimally engage extensive sales resources including applications engineers, product teams, channel partners & inside sales support
+ Use Dynamics CRM for opportunities, leads, and funnel management.
Qualifications:
+ 5+ years of proven experience in sales and account management.
+ Bachelor's degree in engineering or electrical engineering preferred.
+ Effective time management, problem-solving and analytical skills with the ability to identify and prioritize key customers.
+ Fully developed strategic and tactical sales skills, including ability to assess customer base, prospect, qualify, identify needs & gaps, and apply appropriate solution to win.
+ Consistent record of successfully selling technical products and/or capital equipment by applying a defined sales process.
+ Experience in calling on a diverse sales territory consisting of commercial accounts, Mil/Gov entities, and public universities.
+ Experience in working with diverse channel partners within territory/geography.
+ Shown success in prospecting for and winning new customer/business.
+ Highly motivated self-starter.
+ Strong communication and presentation skills.
+ Ability to travel up to 50% of the year.
\#LI-TD1
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About Tektronix**
Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow!
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Bonus or Equity**
This position is also eligible for bonus as part of the total compensation package.
**Pay Range**
The salary range for this sales position (inclusive of sales incentives/commissions in local currency) is 164500 - 305500
$43k-75k yearly est. 60d+ ago
Great Falls Account Manager
Doctor Lawn Landscape Management
Relationship manager job in Great Falls, MT
Doctor Lawn Landscape Management is a family owned and operated commercial landscape maintenance and snow removal company based in Great Falls, Montana, with branch locations in Great Falls, Helena and Kalispell, Montana. We are currently accepting applications for our Account Manager position in Great Falls, Montana.
The Account Manager is knowledgeable in all aspects of commercial landscape maintenance and snow removal. This position manages our client portfolio and is defined below.
Account Manager
Defined Role
: The Account Manager provides year-round management of an assigned client portfolio. Serves as the primary contact for their assigned customers and oversees existing client accounts and new customer acquisitions. Responsible for and meeting the yearly financial sales goals. All duties will be performed based on professional training and experience under the direction of the Branch Manager.
ESSENTIAL DUTIES
Serve as our clients primary contact to ensure customer satisfaction and outstanding quality of work.
Conduct client meetings and site walk-throughs upsell present opportunities for enhancements and ensure landscape maintenance operations meet quality and safety standards.
Oversee a portfolio of maintenance and snow removal accounts.
Provide effective leadership to properly motivate employees and promote a strong company culture.
Consistently deliver excellent customer service and conflict resolution.
Meet short and long-term sales goals through out-of-contract enhancement opportunities.
Manage and update sales pipeline and obtain proper approval prior to performing any out-of-contract work.
Work to address and resolve client issues by evaluating concerns and developing solutions.
Responsible for financial management of assigned book of business.
Responsible for customer and contract management, assessment, and renewal.
SUPPORT DUTIES AS ASSIGNED
Operate in
stopgap
capacity when positional vacancies occur
Direct activities on the job site including, but not limited to coordinating workflow, hands on work, and operating a variety of equipment.
Work closely with the Production Manager to train and grow field staff, individually, and as a team.
Recruit, develop, and retain strong crew leaders/members with a heavy emphasis on seasonal staffing.
Ensure that accurate daily crew schedules are maintained.
Approve time sheets, track employee attendance, and report hours worked in a timely manner.
Assist in training, managing, and motivating maintenance crew teams.
Assist management with managing labor hours and work quality.
Assist the Production Manager during snow season and oversee specified snow removal teams.
Physically assist landscaping and snow removal crews by having a hands-on approach to ensure jobs are completed, as needed.
REQUIREMENTS
BS Degree or 4 years landscape maintenance account management experience.
3 years experience managing crews preferred.
Familiarity with CRM program maintenance (BOSS / Aspire), estimating, and pricing.
Adaptable nature in an ever-changing environment.
Prior experience in the landscape industry, within the local market preferred.
Strong time management and organization skills.
Strong analytical skills and ability to meet critical deadlines with accuracy and attention to detail.
Certifications in the Landscape and Snow industry, and holder of Pesticide Applicator License preferred.
Strong plant identification and turf knowledge,
Experienced use of Microsoft Office, and the ability to learn industry programs quickly.
Valid drivers license.
Ability to work flexible hours during snow season.
Highly motivated, self-driven individual who is detail oriented.
Excellent verbal and written communication skills.
Ability to prioritize and multitask.
Clean and professional appearance.
Punctual and dependable.
Flexible schedule to accommodate extended needs of the business, as may be required.
Strong business acumen.
Committed to customer service and satisfaction.
Bilingual (Spanish) is a plus.
$43k-74k yearly est. 22d ago
Account Manager - State Farm Agent Team Member
Misti Svoboda State Farm
Relationship manager job in Missoula, MT
Job Description
Account Manager - State Farm Agent Team Member
Full time
At our agency, we invest in the success and well-being of every team member. Our benefits package is designed to support financial stability, work-life balance, and long-term career growth.
Performance-based commission structure
401(k) retirement plan with employer match
Medical insurance
Disability insurance
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays
Clear career advancement paths to support long-term growth
ROLE DESCRIPTION:
As Account Manager for Misti Svoboda State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Develop and maintain customer relationships to drive retention and growth.
Conduct policy reviews and provide recommendations to customers.
Oversee the resolution of complex customer issues.
Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.
QUALIFICATIONS:
Experience in insurance sales or account management preferred.
Leadership and interpersonal skills.
Proven track record of meeting sales targets.
Willingness to engage in sales conversations.
Compensation - $40,000 - $60,000
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$40k-60k yearly 3d ago
Account Manager
Flathead Insurance 3.8
Relationship manager job in Kalispell, MT
Job Description
Responsible for managing a current client base
$38k-47k yearly est. 20d ago
Account Manager (Bozeman, MT, US, 59715)
Steris Corporation 4.5
Relationship manager job in Bozeman, MT
At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. As an IMS Account Manager at STERIS, you are responsible for managing sales and building relationships with our Customers by prospecting new revenue opportunities within their territory and managing their existing accounts for maximum profitability. You are tasked to achieve a maximum sales profitability, growth and account penetration within assigned territory by managing existing accounts and prospecting revenue opportunities for the Instrument Management Services (IMS) portfolio.
This position will cover the state of Montana.
What you will do as an Account Manager
* Utilize effective discovery questions to better understand our Customer's needs, Value Drivers, and challenges in obtaining business results.
* Define STERIS IMS solutions in a way that differentiates our services from our competitors.
* Develop and implement annual territory plan to drive pipeline and revenue targets.
* Manage a territory and plan sales activities using good time management and prioritization skills.
* Identify and pursue opportunities for new business. Close deals independently or bring in the appropriate resources to maximize chances of gaining the business.
* Present quarterly/annual account reviews with each Customer.
* Update the STERIS IMS CRM (Customer RelationshipManagement) system as required to document Customer information, sales activities, purchase orders, etc.
* Plan and conduct regular educational sessions for Customers including in-service educational sessions, preventative maintenance inspections, inventories, and similar activities.
* Resolve all Customer service issues by partnering with the appropriate business representative.
The Experience, Skills and Abilities Needed
Required
Bachelor's degree
3 years of successful sales experience including a proven track record of achieving sales goals
Must be able to be compliant with hospital/customer credentialing requirements
Preferred
Experience selling medical devices, services, or B2B products
Industry certifications such as IAHCSMM, AORN, CCSVP, and/or SGNA
#LI-TL1
What STERIS Offers
We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being, and financial future.
Here is just a brief overview of what we offer:
* Base Salary + Incentive Compensation Program
* Vehicle Reimbursement Plan (includes monthly stipend + mileage reimbursement)
* Cell Phone + Technology Stipend
* Robust Sales Training Program
* Flexible Time Off + 9 Corporate Holidays Per Year
* Excellent Healthcare, Dental, and Vision Benefits
* Healthcare and Dependent Flexible Spending Accounts
* Long/Short Term Disability Coverage
* 401(k) with a Company Match
* Parental Leave
* Tuition Reimbursement Program
* Additional Add-On Benefits/Discounts
Pay rate for this opportunity is $60,000. This position is incentive plan eligible, at target earnings of $60,000 - $150,660, depending on performance.
Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc.
STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of benefits: STERIS Benefits
Open until position is filled.
STERIS is a leading global provider of products and services that support patient care with an emphasis on infection prevention. WE HELP OUR CUSTOMERS CREATE A HEALTHIER AND SAFER WORLD by providing innovative healthcare and life sciences products and services around the globe. For more information, visit ***************
If you need assistance completing the application process, please call ****************. This contact information is for accommodation inquiries only and cannot be used to check application status.
STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity and the use of affirmative action programs to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law. We are not only committed to this policy by our status as a federal government contractor, but also we are strongly bound by the principle of equal employment opportunity.
The full affirmative action program, absent the data metrics required by ยง 60-741.44(k), shall be available to all employees and applicants for employment for inspection upon request. The program may be obtained at your location's HR Office during normal business hours.