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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Oyster Bay, NY

    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
    $44k-51k yearly est. 1d ago
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  • Senior Customer Success Manager

    Adobe Systems Incorporated 4.8company rating

    Relationship manager job in New York, NY

    Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity: Join us for an outstanding opportunity as a Senior Customer Success Manager, committed to enhancing the utilization of Adobe Express and Firefly among Adobe's Enterprise clients. Adobe Express embodies a fresh wave of Adobe creativity, enabling ordinary communicators to craft influential content. This cloud-centric web and mobile platform is widely adopted by businesses, marketing teams, non-profits, schools, and office professionals. For further details, visit ************************** With Adobe Firefly, creative teams can harness the capabilities of Generative AI to automate repetitive tasks, expedite video production, and optimize their creative workflows. Explore further at ************************** Collaborate with leaders to introduce Adobe Express and Firefly in top companies. Collaborate with different Adobe teams to bring value, increase awareness, and pinpoint growth opportunities. What You'll Do: Serve as primary contact post-sale, develop success plans, and maintain clear communication with all parties. Collaborate closely with senior account partners to successfully carry out the client's strategy and roadmap. Uncover possibilities for Adobe Express and Firefly to streamline workflows, foster creativity, and improve efficiency. Demonstrate the specific value proposition of each solution, showcasing how they integrate seamlessly with the Adobe ecosystem including Creative Cloud, Stock, Fonts, and Libraries. Deliver an outstanding customer experience through proactive communication, orchestrating the right internal resources, and effectively using the customer engagement model to meet customer business goals. Partner with Customer Success & Strategy Specialists to develop targeted adoption strategies and drive active user engagement within customer organizations. Develop and deliver compelling product demos that resonate with customer needs, moving beyond features to showcase real-world impact. Serve as the voice of the customer internally at Adobe - sharing strategic use cases, process improvements, and asks back into the internal ecosystem. Encourage innovation and thought leadership by sharing resources and new ways your customers can use Adobe emerging solutions to accelerate and advance their creative process. What you need to succeed: Bachelor's Degree and/or relevant work experience 10+ years of related customer-facing experience in technology success or services (Customer Success, Consulting, Business Development, etc.) Building/creative industry experience a plus Demonstrated efficiency in managing a portfolio of large, complex, and strategic enterprise customer accounts at a senior level Deep understanding of the challenges and opportunities faced by enterprise visual communicators Outstanding interpersonal, presentation, and communication skills, both verbal and written Strong relationship-building abilities, adept at securing consensus and encouraging trust with both customers and internal partners Existing knowledge of software in digital marketing and/or digital media space Expert at program management within large organizations, helping to inspire change across groups by engaging key partners Validated experience with account planning & customer success plans Effective at leading executive C-level discussions, presentations, meetings, and workshops • Flexibility to travel (approx. 20%) Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $135,200 -- $234,150 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process. In California, the pay range for this position is $161,700 - $234,150 In New York, the pay range for this position is $161,700 - $234,150 At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP). In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice 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. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
    $161.7k-234.2k yearly 1d ago
  • Senior Salesforce Client Partner - Financial Services

    Plative

    Relationship manager job in New York, NY

    The Sr. Salesforce Client Partner - Financial Services will be responsible for continuing to grow our Financial Services practice through sourcing and closing opportunities from their extensive network of Salesforce connections and relationships. As a Sr. Client Partner, the individual will also cross-sell and up-sell into an existing book of business by building and maintaining client relationships, conducting business reviews, and pitching new projects to deliver business value. Our ideal candidate is a creative problem-solver who thinks outside the box, is willing to collaborate closely with Salesforce on joint pursuits to win deals, and partner with a cross‑functional internal team to write the Statement of Work (SOW) and present to business leaders. Responsibilities Include: Develop new relationships and leverage internal relationships at Salesforce with Account Executives (AEs), Regional Vice Presidents (RVPs), and Area Vice Presidents (AVPs) to source and close new pursuits. This includes commuting to and from the Salesforce New York tower in Bryant Park once per week or more as required while building the book of business. Partner with the Salesforce Financial Services team to develop and present solutions to customers in capital markets, wealth management, insurance, banking, and fintech industries, leveraging Agentforce Sales, Agentforce Service, Agentforce Revenue Management, and Data 360. Produce and consistently manage a healthy pipeline of $3X$ the monthly quota with accurate next steps and close dates in as close to real‑time as possible. Maintain an accurate forecast of the business, reporting Commit, Most Likely, and Best Case opportunities on a rolling 90‑day period with high fidelity. Develop and maintain account plans, tier accounts, and cover the territory of existing accounts to reliably generate upsell pipeline across Agentforce 360. Partner with Plative Solution Architects, delivery leadership, and engineering to uncover business processes, user stories, and use cases for Salesforce pursuits. Simplify complex Salesforce architecture proposals, including those leveraging Salesforce AI and Agentforce Revenue Management, into clear, actionable insights that highlight business impact and resonate with executive leadership. Basic Qualifications: 5+ years experience full life cycle in Services or solution‑selling sales. 2+ years experience selling into wealth, asset management, and/or capital markets firms. 2+ years experience selling in the Salesforce ecosystem. Experience selling to C‑level executives at mid‑market to enterprise‑level companies within the financial services space. Adhere to and demonstrate expertise with a disciplined sales methodology (MEDDIC/MEDDPIC, Sandler, Spin, etc.). Desired Qualifications: Professional Services experience at a Salesforce solution implementer. Hands‑on experience in front or back‑office for capital markets, wealth management, insurance, banking, and fintech industries. Track record of business value selling and quantifying impact/ROI in solutions. Strong technical aptitude or experience selling as a Solutions or Sales Engineer. How You'll Embody Our Core Values Put People First by building trusted relationships with clients and mentoring teammates. Grow Together, Win Together by sharing knowledge, celebrating wins, and elevating others. Bring Your Authentic Self to Work by fostering openness, empathy, and integrity in every interaction. Take the Path You'll Be Proud Of by delivering excellence, owning outcomes, and learning from challenges. Push Boundaries, Blow Minds by designing creative, scalable solutions that drive real impact. Plative Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Plative is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Apply for This Job " * " indicates required fields First Name * Last Name * Email * Phone * Street address Address line 2 City State / Province / Region * Country * Resume/CV * Accepted file types: pdf, Max. file size: 256 MB. ******************************** LINKEDIN NAME/ How did you hear about us? * Please provide the first name of the person who reached out to you, or if you applied on your own. Will you now or in the future require Plative to commence (sponsor) an immigration case in order to employ you? * #J-18808-Ljbffr
    $122k-195k yearly est. 2d ago
  • Wealth Relationship Manager SAFE Act - Brooklyn

    Citigroup Inc. 4.6company rating

    Relationship manager job in New York, NY

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $88.4k-132.6k yearly 4d ago
  • Relationship Management Senior Manager Private Credit

    Alter Domus

    Relationship manager job in New York, NY

    ABOUT US: As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning "The Other House" in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes to succeed in alternatives, we believe in being different in what we do, how we work, and most importantly in how we enable and develop our people. Invest yourself in the alternative, and join an organization where you progress on merit, where you can speak openly with whoever you are speaking to, and where you will be supported along whichever path you choose to take. Find out more about life at Alter Domus at careers.alterdomus.com Your role The Relationship Management Senior Manager plays a key role in developing strong client relationships. You will contribute to the design and execution of effective relationship management strategies, supporting the go-to-market plan for clients across all asset classes, with an emphasis on Private Credit. Your responsibilities Support the delivery of ambitious sales target underpinned by a centralized sales and growth plan to help Alter Domus achieve its commercial objectives in North America market. Create and implement the relationship management plan for your portfolio of clients, actively working on new proposals for your client portfolio to build a sales pipeline and increase share of wallet for these existing clients, analyzing and tracking KPIs on profitability across your client portfolio, including bad debt recovery and cash collection. Build and maintain strong internal and external business networks, driving personal and business growth through a commitment to collaboration and teamwork. Provide advice across all Alter Domus products and services to take advantage of opportunities to increase share of wallet with your existing clients and participating in new client pitches collaborating with internal product and other teams to deliver competitive advantage. Monitor and drive client satisfaction, engaging continuously with your clients to understand their expectations and engage with internal teams to ensure Alter Domus fulfils their expectations to deliver a superb client experience. Keep watch on local and international regulatory updates that affect the industries our clients operate in. Actively monitor competitor activities and deliver insight and thought leadership on market trends to anticipate future client needs. Maintain sales pipeline data that is fit for accurate forecasting and reporting by regularly using standard sales tools, review cadences, and processes. Diligently record all key contract information, interactions, activities, and other commercially relevant details about accounts or opportunities Promote and build the Alter Domus brand and culture both internally and externally, acting as an ambassador and role model to our people, clients, and customers to embed the Alter Domus Values and to promote our Employer Value Proposition. Contribute to a strong culture of compliance and risk control to mitigate financial, operational and reputational risks. Your profile A proven track record in achieving revenue targets. Excellent communication and presentation skills (active listening, storytelling, presentation skills, negotiation skills and social selling) Client-centric mindset with relationship building experience that leads to increased opportunities with new and existing clients. Highly motivated and results driven with consistent achievement of sales targets. Autonomous, have strong organizational skills (time management, planning, accuracy in documenting client activities) What we expect from a leader at Alter Domus You will demonstrate strong business insight and commercial acumen combined with strong technical expertise and analytical problem-solving skills. You will have an intellectual curiosity and a global mind-set, allowing you to partner effectively across your region and beyond with agility and flexibility. You will be adept at managing competing demands on your time, actively prioritizing and remaining calm under pressure while navigating complexity and challenges with confidence and resilience. You will possess strong interpersonal skills - influencing and building trust quickly, navigating complexity and ambiguity with confidence and negotiating with tenacity and focus. You will be decisive and persuasive to achieve the results. You will demonstrate personal resilience in the context of an international company in high-growth mode. You will demonstrate a strong commitment to high integrity and ethics. Your AD Key Relationships Leaders Sales, Relationship Management across all products. Clients & Prospective clients (C-Level down to business heads). Finance, Legal & Compliance, Risk Management, Tech and People Team. Salary range: We offer a salary of $110,000 to $185,000 depending on the skills and experience brought to the role. Creating a workplace where everyone can belong We are committed to ensuring an inclusive recruiting and onboarding process. Please contact our hiring team if you require any accommodations to make our recruitment process more accessible for you. (Alter Domus Privacy notice can be reviewed via Alter Domus webpage: *************************************** #LI-HYBRID
    $110k-185k yearly 1d ago
  • Senior Manager-Client Management

    American Express 4.8company rating

    Relationship manager job in New York, NY

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions. As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged. **Key Responsibilities:** * Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients. * Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives. * Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations. * Partner with global payments consulting and servicing teams to proactively resolve operational challenges. * Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities. * Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results. * Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities. **Minimum Qualifications:** * Experience in client management required - expertise in payments and B2B experience a plus * Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives * Excellent influencing and collaboration skills, internally and externally * Strong strategic thinking, analytical and problem resolution skills * Proven ability to drive results in a highly complex and dynamic external marketplace * Experience negotiating client agreements and contracts * Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize * Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems * Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment * Excellent oral/written communication and presentation skills a must * Thrives in an ambiguous environment and quickly changing external marketplace * Bachelor's degree required * Candidate must reside in or be willing to relocate to the Greater NYC Metro area **Qualifications** Salary Range: $103,750.00 to $174,750.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 26000504
    $103.8k-174.8k yearly 5d ago
  • Head of Customer Success

    Method Financial

    Relationship manager job in New York, NY

    Meet Method We built Method to propel the next decade of consumer finance. Method's APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We're a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We're excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog! The impact As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver. You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build. Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution. This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution! What you'll do Build the CS Operating System - Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business. Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows. Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one. Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success. Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service. Champion customer insights - Serve as the voice of the customer internally. Quantify feedback and market signals, translating them into prioritized product and strategy recommendations that keep Method ahead of the curve. Who you are Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams. Data-obsessed and systems thinker. You use data to support volume and SLA performance. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. You enjoy building the infrastructure (tooling, playbooks, dashboards) as much as the strategy. Commercially savvy - You understand CS as a profit center and are comfortable discussing NRR, churn cohorts, expansion pipelines, and the strategic priorities that fuel customer success. Self-starter and owner - Proactive, decisive, and naturally inclined to take initiative. You can manage complex situations by quickly mobilizing resources across the company. Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact. Naturally curious about emerging technologies and fintech trends, staying ahead of industry evolution. Exceptional collaborator who builds strong relationships across diverse teams and organizations. Extra awesome Experience in finance or fintech industries. Track record in early-stage or startup environments. Familiarity with Linear, Retool, and modern CS tech stacks. -- The annual US base salary range for this role is: $200,000 - $250,000. #J-18808-Ljbffr
    $73k-116k yearly est. 23h ago
  • Senior Private Banker & Wealth Strategy Advisor

    CFA Institute 4.7company rating

    Relationship manager job in Greenwich, CT

    A leading financial institution is seeking a Managing Director in Private Banking. This role involves advising clients on wealth management and investment strategies while driving client acquisition. The ideal candidate has over 15 years of experience in financial services, a Bachelor's degree, and strong sales acumen. Join a collaborative team dedicated to providing outstanding client experiences and leverage extensive resources to achieve client goals. A competitive compensation package and benefits are offered. #J-18808-Ljbffr
    $123k-221k yearly est. 3d ago
  • Retail Banking Manager

    Accenture 4.7company rating

    Relationship manager job in New York, NY

    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation -led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise , and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. You Are As a Management Consulting Manager within the Banking Consulting practice, you are a transformation leader who drives client engagements at the intersection of business strategy, technology, and operations. Retail banks are engaging Accenture to partner on their strategic transformations, benefit from leading-edge thought leadership, and modernize their business models and technology. You lead teams to deliver data- and AI-powered solutions, shape digital transformation roadmaps, and ensure alignment between business goals and technology outcomes. You are trusted by clients and colleagues to deliver results and foster innovation. Skills include: + Lead client engagements that combine business strategy, technology enablement, and operational transformation + Build and sustain trusted client relationships through insight-driven recommendations + Translate complex business problems into actionable AI and data-driven use cases + Design and implement data-enabled operating models for retail banking + Apply automation and AI to build intelligent workflows that optimize processes and customer experience + Accelerate transformation via agile delivery and AI-enabled solutions + Partner with technology teams to shape and execute digital transformation roadmaps , ensuring alignment between business goals and technology outcomes + Lead change management initiatives to embed digital and AI capabilities across organizations + Collaborate across Accenture's ecosystem to deliver One Accenture value to clients What You Need + A combined 5+ years of experience in one or more of the following: + Management consulting experience + Consumer lending/mortgage lending experience + Core banking experience + Demonstrated ability to be part of a team delivering complex projects + A Bachelor's degree + Must be willing to travel up to 80% (Monday - Thursday) + BONUS POINTS IF: + Experience with agentic AI use case deployment or building AI agents for banking workflows + Hands-on exposure to generative AI solutions and prompt engineering + Familiarity with cloud-native architectures and data governance frameworks + Entrepreneurial mindset and ability to innovate beyond traditional consulting approaches + Proficiency in visual storytelling tools (PowerPoint, data visualization platforms) Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company 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. Additionally, 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 Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
    $100.5k-270.3k yearly 1d ago
  • Senior Customer Success Manager

    Connecticut Innovations 3.9company rating

    Relationship manager job in New York, NY

    Are you ready to join Connecticut Innovation's vibrant community of innovators? Connecticut Innovations (“CI”) is Connecticut's strategic venture capital arm, and we are passionate about serving our portfolio of 220+ companies across various industries, with strengths in life sciences, technology, and climate tech. Come join Curacity: Hotel marketing software that turns media into revenue!! Position: Senior Customer Success Manager Reports to: VP of Customer Success | Grace (. | LinkedIn Location: New York, NY (Hybrid - in the office Tuesday, Wednesday, Thursday) About Curacity Curacity is the leading media brand network driving measurable revenue for luxury and lifestyle hotels through brand-elevating exposure to high-value travelers. Leveraging proprietary technology and first-party data through partnerships with top travel publications like AFAR and Travel+Leisure, our platform delivers validated 10×-20× ROI. Named among Inc. 5000's Top 20 Travel & Hospitality Companies and Digiday's Best Content Marketing Platform of 2024, Curacity is headquartered in New York and Stamford, CT. Position Overview We're seeking a Senior Customer Success Manager who thrives at the intersection of marketing strategy and performance analytics. You'll partner with marketers and business leaders at companies ranging from independents to major brands, helping them leverage premium media content from outlets like Travel + Leisure , Food & Wine , and AFAR to drive measurable demand, bookings, and revenue. This role requires someone who understands B2B customer success at scale. You'll need to be equally comfortable discussing marketing strategy with executives and troubleshooting technical integrations with operations teams. You'll work with sophisticated customers who demand proof, not buzzwords-and you'll need analytical thinking, industry knowledge, and the ability to diagnose complex problems without obvious answers. What You'll Do Own strategic relationships for a portfolio of high-value accounts, developing deep understanding of each customer's business model, competitive positioning, and growth objectives Analyze multi-layered performance data like engagement metrics, attribution, and market trends to identify optimization opportunities and deliver actionable recommendations Lead quarterly business reviews that connect platform performance to broader business objectives, using data to tell compelling stories about impact Partner with internal teams (Product, Operations, & Partnerships) to advocate for customer needs, refine strategies, and ensure seamless technical implementations Design and execute testing strategies to continuously improve campaign performance across channels, content types, and audience segments Identify expansion opportunities based on demonstrated ROI and build champions within customer organizations Proactively monitor account health and intervene before issues escalate - investigating data discrepancies, diagnosing performance drops, anticipating seasonal challenges What We're Looking For 5+ years in Customer Success, Account Management, or consulting with enterprise/mid-market accounts Bachelor's degree from an accredited university or college required, with a focus/concentration of hospitality, business, and/or marketing strongly preferred Business fluent: You understand your customers' business models, competitive dynamics, and economic drivers; can discuss marketing performance and ROI intelligently Analytically sharp: Comfortable with performance data, attribution models, and spotting patterns without drowning in spreadsheets. Strategic communicator: Seamlessly shift between casual troubleshooting and executive presentations; explain technical concepts without jargon Intellectually curious: Approach ambiguous problems as puzzles to solve; energized by complexity; have strong opinions loosely held Customer-centric operator: Balance empathy with accountability; build trust through reliability and actually knowing customers' business; view criticism as valuable data Hospitality, marketing technology, or media experience strongly preferred Why Curacity? You'll join an award-winning, fast-growing team at the intersection of luxury travel and cutting-edge ad tech. We offer competitive compensation, comprehensive benefits, and the opportunity to shape the future of hospitality marketing. What We Offer Curacity offers a competitive package which includes base salary, equity, and comprehensive benefits, including: Equity: Stock options are offered to all full-time employees Healthcare: Comprehensive medical and dental insurance plans, long-term disability policy, generous company contribution Retirement: 401(k) match - up to 4% of your total compensation matched dollar-for-dollar (US-based employees) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-office (3 Days); Multiple “work from anywhere” periods/year PTO: 15 personal days, in addition to 10+ public holiday closure dates Wellness: $100 monthly stipend for health and wellness related activities Recognition: Birthday, anniversary, and other every-day surprises and gifts to recognize the hard work of our team members Culture: Casual, collaborative (and dog friendly!) work environment in the heart of Flatiron with CWJ cold brew on tap Exact compensation for this role is determined based on a number of factors including experience, skill level, and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our team during the hiring process. In addition to the salary range listed, this role is eligible for commission-based compensation. Equal Opportunity Curacity is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive team and do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, disability, genetic information, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply, and we provide reasonable accommodations during the hiring process for individuals with disabilities, upon request.
    $74k-114k yearly est. 23h ago
  • Bank Manager

    Fintrust Connect

    Relationship manager job in Lyndhurst, NJ

    For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Lyndhurst, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.
    $90k-140k yearly est. 3d ago
  • Senior Private Banker & MD - Wealth Strategy & Growth

    U.S. Bankruptcy Court-District of Ct

    Relationship manager job in Stamford, CT

    A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr
    $53k-119k yearly est. 2d ago
  • Senior Private Banker: Elite Wealth & Client Impact

    Jpmorgan Chase & Co 4.8company rating

    Relationship manager job in Greenwich, CT

    A leading financial services firm located in Greenwich, Connecticut is seeking a Private Banker to provide holistic wealth management solutions. The ideal candidate will have over six years of experience in private banking and a strong network to acquire new clients. Responsibilities include managing client relationships and offering tailored investment advice. Applicants must hold a Bachelor's Degree and relevant licenses, with a focus on a superior client experience. #J-18808-Ljbffr
    $54k-132k yearly est. 2d ago
  • Portfolio Relationship Manager - Data Centers

    Associated Bank-Corp 4.6company rating

    Relationship manager job in Newark, NJ

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth. In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals. What You'll Do: * Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions. * Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework. * Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis. * Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience. * Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth. * Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space. What You Bring: * 4+years of experience in credit underwriting, financial analysis, and portfolio management. * 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending. * 2+ years of expertise in financial modeling, risk assessment, and loan structuring. * 2+ years of proven ability to manage client relationships and negotiate deal terms. * 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access). * 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key. * Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required. Why Join Us? * High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership. * Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations. * Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment. * Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world. If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level! In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more. Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community on Facebook,LinkedInandX. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please you need an accommodation at any time during the process. Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish. Associated Bank is Pay Transparencycompliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $118,860.00 - $203,760.00 per year
    $118.9k-203.8k yearly 2d ago
  • Account Manager, New York

    Agorareal

    Relationship manager job in New York, NY

    Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 700+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management - from fundraising and onboarding to reporting, distributions, tax, and back-office automation. But we're more than just software. We're a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter. Agora is backed by top-tier VCs like Insight Partners and Qumra Capital, and we're growing fast. We've been named one of Globes' Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insider's Hottest PropTech Startups. The Role As part of our continued growth with existing customers, we're looking for an experienced and business-minded Account Manager to join our New York team. This is not a hunting role; instead, you'll own relationships with key existing customers, building long-term partnerships, identifying opportunities for growth, and ensuring continued satisfaction and engagement. You'll have a mix of sales and relationship responsibilities and will play a key role in driving year-over-year Book of Business growth. We're looking for someone who is proactive, curious, and genuinely passionate about helping customers succeed. If you're a strong communicator who enjoys understanding your clients' business challenges and uncovering opportunities before they even ask, this is the role for you. What You'll Do Own and manage relationships with 50-100 existing customers, maintaining consistent engagement and trust Identify and close upsell and cross-sell opportunities across Agora's suite of solutions Develop a deep understanding of each customer's business, goals, and challenges to proactively recommend solutions Serve as a trusted advisor by balancing commercial goals with genuine partnership Collaborate closely with internal teams (Customer Success, Product, Marketing, and Leadership) to ensure customer satisfaction and identify new opportunities Conduct regular check-ins, both virtually and in person, maintaining a consistent cadence of communication Track, forecast, and report on pipeline and performance metrics Represent Agora with professionalism and empathy at events, conferences, and customer meetings What You'll Bring 5-7 years of experience in Account Management, ideally in SaaS or tech-enabled services Experience selling both software and professional services required Proven success in driving revenue through upselling and cross-selling Strong relationship management, negotiation, and closing skills Proactive, self-motivated, and goal-oriented. Thrives in ownership and autonomy Excellent communication and interpersonal abilities; able to connect with C-level executives and decision-makers A commercial mindset. Understands the balance between relationship and sales Experience with tools such as Salesforce, HubSpot, or LinkedIn Sales Navigator Background or familiarity with Real Estate Investment, FinTech, or PropTech industries, preferred. Based in New York with the ability to travel to our Chelsea office 3-4 times a week Equal opportunity Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.
    $62k-105k yearly est. 1d ago
  • Account Manager

    Talent 4.8company rating

    Relationship manager job in New York, NY

    Talent International is partnering with a rapidly growing healthcare SaaS company that's looking for their next Account Manager to strengthen client relationships and drive expansion. Compensation: $100K base + $140K OTE (uncapped) Responsibilities Grow and expand relationships within an existing customer base Identify upsell and cross-sell opportunities to drive revenue Ensure clients continue to see strong value in the platform Deliver exceptional customer experiences through trusted partnerships Lead discovery and demo calls Qualifications 2+ years in a client-facing sales or account management role Strong communication and presentation skills Proven success in revenue growth through retention and upsells Experience selling into complex or non-technical customer environments (healthcare tech a plus) Experience in the SaaS space Experience delivering product demos or presenting solutions to clients Interested? Reach out to ************************************** or apply directly!
    $100k-140k yearly 1d ago
  • Account Manager, New York Metro

    Powerpak

    Relationship manager job in Congers, NY

    Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
    $70k-120k yearly 3d ago
  • Account Manager

    Zoetis, Inc. 4.9company rating

    Relationship manager job in New York, NY

    Role Description We are seeking a highly capable individual for Account Manager, US Petcare Division. Primary responsibilities include utilizing solution selling, territory management, and business planning capabilities to execute our strategies to maximize sales performance within the assigned geography. This position will be field based and will require travel and some evening work for educational programs.Candidate should live within the territory. Position Responsibilities Sales Performance Meet overall sales objectives (quota) both overall and for key growth products via demand generation within targeted geography. Successfully launch new products, service offerings and generate new equipment leads. Selling Skills, Technical Knowledge, and Customer Value Delivery Consistently demonstrate Solution Selling capabilities. Consistently build and demonstrate relevant technical knowledge, verbal fluency, and veterinary practice expertise. Build effective relationships with and service all targeted hospitals / personnel to ensure you maintain and grow relevance and access within each account. Interact with customers following all Zoetis promotional guidelines. Territory Management and Teamwork Develop and execute a Territory Business Plan / Resource Allocation per our expectations - effectively implementing the full complement of Zoetis resources and following up to maximize ROI. Meet field activity expectations including sales call activity and investment in medical education programs. Develop and execute a call-cycle at the account and veterinarian level that delivers our reach / frequency expectations. Work with all Zoetis Petcare colleagues in a professional manner to include consistently meeting expectations around integrity/compliance, work-ethic, role/responsibility, conduct/attire, effective communication/informing, all administrative responsibilities, and overall teamwork. Education and Experience Undergraduate degree (BS/BA) required. Success in previous roles including creatively finding opportunities or solving problems to drive sales performance. 3-10 years of documented and successful consultative sales experience. Exemplifies what it means to be a change agent, continuous learner, and pushing self / others beyond dominant logic. Uses analytics and insights to enhance decision-making and tactical execution. Follow-through and attention to detail. Ability to manage assigned expense budgets. Highly focused and results oriented, able to identify goals and priorities and resolve issues in initial stages. Demonstrated ability to work independently and in a close team environment, self-starter. Animal Health experience and knowledge of small animal veterinary medicine. Exhibit willingness to accept and incorporate feedback. Technical Skills Requirements Verbal, written, presentation, interpersonal, and communication skills. Ability to exercise good judgment and make thoughtful / fair decisions based on relevant information. Proficiency in MS Office (Word, Excel, Outlook, PowerPoint) and ability to learn Zoetis systems. Physical Position Requirements Ability and willingness to travel and work some evenings as required by the position. The US base salary range for this full-time position is $69,000-$133,860. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the base pay target range for new hire salaries for the position. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. In addition to compensation, Zoetis offers a comprehensive benefits package that supports the physical, emotional and financial wellbeing of our colleagues and their families includinghealthcare and insurance benefits beginning on day one, a 401K plan with a match and profit-sharing contribution from Zoetis, and 4 weeks of vacation. Visit zoetisbenefits.com to learn more. Full time RegularColleague Any unsolicited resumes sent to Zoetis from a third party, such as an Agency recruiter, including unsolicited resumes sent to a Zoetis mailing address, fax machine or email address, directly to Zoetis employees, or to Zoetis resume database will be considered Zoetis property. Zoetis will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Zoetis will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This includes any Agency that is an approved/engaged vendor but does not have the appropriate approvals to be engaged on a search. Zoetis is committed to equal opportunity in the terms and conditions of employment for all employees and job applicants without regard to race, color, religion, sex, sexual orientation, age, gender identity or gender expression, national origin, disability or veteran status or any other protected classification. Disabled individuals are given an equal opportunity to use our online application system. We offer reasonable accommodations as an alternative if requested by an individual with a disability. Please contact Zoetis Colleague Services at to request an accommodation. Zoetis also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as employment eligibility verification requirements of the Immigration and Nationality Act. All applicants must possess or obtain authorization to work in the US for Zoetis. Zoetis retains sole and exclusive discretion to pursue sponsorship for the acquisition or maintenance of nonimmigrant status and employment eligibility, considering factors such as availability of qualified US workers. Individuals requiring sponsorship must disclose this fact. Please note that Zoetis seeks information related to job applications from candidates for jobs in the U.S. solely via the following: (1) our company website at ********************** site, or (2) via email to/from addresses using only the Zoetis domain of "@zoetis.com". In addition, Zoetis does not use Google Hangout for any recruitment related activities. Any solicitation or request for information related to job applications with Zoetis via any other means and/or utilizing email addresses with any other domain should be disregarded. In addition, Zoetis will never ask candidates to make any type of personal financial investment related to gaining employment with Zoetis.
    $69k-133.9k yearly 2d ago
  • Strategic Salesforce Client Partner for FinServ Growth

    Plative

    Relationship manager job in New York, NY

    A leading provider of Salesforce solutions is seeking a Sr. Salesforce Client Partner to drive growth in the Financial Services sector. Responsibilities include building relationships, managing a robust sales pipeline, and collaborating with internal teams to deliver innovative solutions. Ideal candidates possess extensive experience in solution selling and engaging with C-level executives within financial services. The role is based in New York, offering a dynamic opportunity for creative problem solvers. #J-18808-Ljbffr
    $122k-195k yearly est. 2d ago
  • Senior Manager-Client Management

    American Express 4.8company rating

    Relationship manager job in New York, NY

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. The Global Client Group (GCG) sits within Global Merchant and Network Services (GMNS) and serves American Express' largest and most complex global merchants, across retail, online and travel-related industries. Our vision is to be the indispensable partner of choice for our merchant customers to facilitate global commerce. Our mission is to drive business growth and deliver superior business and financial results through delivering premium value, excellence in service, and increased customer engagement through innovative solutions. As a Senior Client Manager in GCG, reporting to the Vice President, Global Client Group Online, you will be responsible for managing a portfolio of strategic online partners across technology, digital advertising, business services as well as developing a global strategy and account initiatives to drive growth with this dynamic set of clients. This is an excellent opportunity for a self-motivated individual who is interested in further developing general management and business development skill sets while working with some of the world's leading companies in an environment where innovation and new thinking is highly valued and encouraged. Key Responsibilities: Develop a deep understanding of client business models, strategy and priorities and manage the end-to-end global client relationship, as well as developing holistic strategies which deepen American Express' profitability, relevance, and engagement with these strategic clients. Drive & expand charge volume globally in new regions/channels and uncover business transformational opportunities that deliver against mutual objectives. Collaborate with a broad range of key business partners such as Pricing, Finance, Risk, Legal and Operations across American Express, to create profitable deal constructs, value levers and pricing scenarios for use in Card Acceptance & related contract negotiations. Partner with global payments consulting and servicing teams to proactively resolve operational challenges. Identify opportunities to drive tangible merchant value leveraging Enterprise capabilities. Create global account plans; including partnering with international client managers to develop regional specific strategies that drive mutually beneficial results. Open doors to C-suite and key decision makers establishing value of American Express acceptance and creating buy-in on business building opportunities. Minimum Qualifications: Experience in client management required - expertise in payments and B2B experience a plus Strong executive presence with a track record in developing relationships at all levels to sell-in transformational initiatives Excellent influencing and collaboration skills, internally and externally Strong strategic thinking, analytical and problem resolution skills Proven ability to drive results in a highly complex and dynamic external marketplace Experience negotiating client agreements and contracts Demonstrated project management skills and the ability to seamlessly multi-task and reprioritize Ability to develop and implement creative solutions to marketing, financial, operational, and other business problems Team player who enjoys working in a fun, smart, fast-paced, and dynamic environment Excellent oral/written communication and presentation skills a must Thrives in an ambiguous environment and quickly changing external marketplace Bachelor's degree required Candidate must reside in or be willing to relocate to the Greater NYC Metro area Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions
    $103.8k-174.8k yearly 5d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Mount Vernon, NY?

The average relationship manager in Mount Vernon, NY earns between $71,000 and $151,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Mount Vernon, NY

$103,000

What are the biggest employers of Relationship Managers in Mount Vernon, NY?

The biggest employers of Relationship Managers in Mount Vernon, NY are:
  1. US Pharma Lab
  2. Cross River
  3. Morgan Stanley
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