Client Partner (Insurance - Property and Casualty)
Relationship manager job in Jersey City, NJ
Saama (A Carlyle Portfolio Company) is looking for a client partner to manage customer in Insurance property and casualty space. If you possess a solutions mindset, strong management skills, and commitment to be part of a tremendous journey, join our growing, global team. See what Saama can do for your career and your journey.
Key relationships:
Client Executives (C-Suite, SVP/VP, Directors)
Sales/Pre-Sales Executives
Product/Client Implementation Teams
Operations support teams at Onsite and Offshore
Department/Functional Heads
Product management and Engineering
Client organization: account management & delivery
Responsibilities:
Develop and maintain a high level of Saama solution & market knowledge to help customers succeed with Saama's solution offerings
Research potential clients and solicit customers for Saama Solutions.
Weekly territory/business development and prospecting new leads and territory sponsors
Qualifying the opportunities in the sales stages
Front line contact with customers, prospects & leads, and responsible for a quarterly revenue goal
Regularly develop & submit accurate forecasts and reports as required
Possess a strong understanding of Saama's solution and competition in the industry and positioning
Ability to develop a territory management strategy, identify and develop sales leads, present capabilities
Ability to coordinate information in order to develop relationships with internal and external clients
Thorough knowledge and understanding of the industry, the company, and functional areas in order to strategically generate leads
Excellent organization and time management skills in prioritizing daily activities and responsibilities with focus on target
Ability to multitask in a fast paced environment Excellent problem solving skills
Able to perform successfully under pressure while prioritizing and handling multiple projects or activities
This role requires independent travel up to 30%.
Requirement
Bachelors or Masters in sales or related field.
15+ years of relevant experience in client relationship and engagement management roles (including client success roles) in data and analytics space.
Experience in closing new deals in Insurance (property and casualty) segment. Primary Responsibility to ensure that the client gets the desired value out of the relationship with Saama
Owns a Revenue Target for the year and works with various internal teams (Sales/Product/Delivery/Practices) to ensure that the targets are met.
Proactively manage any escalations or issues related to project execution to mitigate risks to customer delight and billings
Create 30-60-90 day Account Management Plans that cover a range of topics from current state of the engagement to upcoming Business Development opportunities
Conduct Business Reviews in partnership with Executive Sponsor on a quarterly basis
Showcase Saama's point of view as a thought leader in the Data & Analytics space.
Be the Point person for the client in case of any questions/concerns that might arise with respect to the overall relationship with Saama
Work on being a ‘trusted advisor' to the clients
Expected to be client's first point of escalation and should be able to address those issues in the best interest of the client
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment, including but not limited to, computers, phones, and photocopiers.
Physical Demands
This position requires the frequent and repetitive use of a computer, keyboard, and mouse. Hand and finger dexterity is required.
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. Duties, responsibilities, and activities may change at any time with or without notice.
EEO
Saama provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation, and training.
Account Manager
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
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 delivering product demos or presenting solutions to clients
Interested? Reach out to ************************************** or apply directly!
Healthcare Account Manager
Relationship manager job in New York, NY
Founded in 2010 in Brooklyn, NY, +MEDRITE is one of the fastest-growing healthcare organizations in the country. We offer a convenient alternative to hectic emergency rooms and long appointments with primary care physicians. Our neighborhood urgent care centers and home service provide expertise in testing and vaccinations, injury, illness, wound care, pediatrics, orthopedics, x-rays, and more. With no need for referrals or appointments, we deliver a first-class experience and personalized doctor-patient relationships, promising efficiency and quality care for people of all ages.
Role Description
This is a full-time, on-site role for a Healthcare Account Manager based in New York, NY. The Healthcare Account Manager will be responsible for managing and cultivating relationships with clients, ensuring customer satisfaction, and maintaining account management duties. Daily tasks include interacting with clients, utilizing Customer Relationship Management (CRM) systems, driving sales, and providing training to clients as necessary to ensure they are fully informed and satisfied with our services.
Qualifications
Customer Satisfaction and Customer Relationship Management (CRM) skills
Account Management and Sales skills
Strong training and communication skills
Excellent interpersonal and relationship-building abilities
Ability to work on-site and collaborate effectively with team members
Experience in the healthcare industry is a plus
Bachelor's degree is preferred
Brand Activations and Client Services Manager
Relationship manager job in New York, NY
Anyway is the learning-to-earning platform helping the next generation explore what's possible.
We help young people figure out what comes next after school - whether that's college, a trade, a job, or something else entirely. We cut through the noise, the pressure, and the confusing advice to help them find their thing.
The role
We're looking for a Brand Activations and Client Services Manager to be the heartbeat of our U.S. launch. You'll be the force that turns ideas into execution - managing the details, people, and systems that make our campaigns and brand experiences come to life.
This is not just a support role. We'll trust you to run it, own it, grow it. We need someone who can
execute and architect systems that create cross-functional rhythm internally and externally.
If you're looking for an opportunity to lead, grow, and see your systems shape and scale a U.S. start up, this one is for you.
We're in Williamsburg, Brooklyn. The US team is in the office three days a week, typically on Tuesday through Thursday.
What you'll do
Brand Experiences & Events
Curate and execute our Anyway brand moments, from intimate dinners at SXSW or Art Basel to the next experience you dream up.
Source and lead vendors, negotiate, manage budgets, timelines, and run-of-show.
Campaign Production
Build the operating flow for client campaigns (briefs, deliverables, approvals, QA).
Coordinate across Marketing, Partnerships, and Product to launch on time, every time.
Systems & Infrastructure
Implement processes that make a small team feel 10× bigger (SOPs, templates, trackers).
Stand up tooling (e.g., Confluence, Monday, Google Drive, dashboards) and keep work collaborative.
Leadership Operations & Optimization
Own the comms loop between the U.S. and Australia HQ; remove bottlenecks early.
Partner with the Australian Chief of Staff to align co-founder communications and key initiatives.
Optimize schedules, priorities, and prep flow for co-founders - ensuring clarity, focus, and follow-through.
What You'll Bring
Qualifications
2+ years of experience in production, operations, or project management - ideally at agencies, production companies, or early-stage tech start ups.
A builder's spirit and systems brain - you see patterns, fix friction, and make things flow.
Proven end-to-end ownership of events or multi-stakeholder campaigns.
Resourceful problem solver with experience managing budgets and vendors.
Calm under pressure and a natural communicator.
A people-first approach to collaboration.
A real passion for youth culture and how tech shapes their decision journey.
Adept with project trackers (Monday/Notion/Jira); bonus for Confluence automations.
Willing to travel for key events (10-15%)
Why Anyway?
Compensation & Benefits
A clear runway to the Chief of Staff (U.S.) role for a top performer.
You're not just coordinating - you're building the operating system that powers our U.S. growth.
Autonomy to create and execute your ideas.
Work that genuinely helps young people make more considered decisions about their futures.
A small team that values kindness, wellness, and collaboration.
Salary range: $90,000-$100,000 (commensurate with experience).
Comprehensive benefits package including health, dental, and vision insurance.
Flexible Time Off, in addition to company-paid holidays
Client Relations & Loan Origination Manager
Relationship manager job in New York, NY
🚨 We're Hiring - Client Relations & Loan Origination Manager
📍 New York | Full-Time
🏦 Private Real Estate Lending (Bridge / Rehab / Investor Loans)
We're a lean, fast-moving private lender expanding our origination team. If you have broker relationships and know how to source deals, you'll have direct access to decision-makers and the ability to close quickly - no bureaucracy, no slow committees.
Your focus:
• Grow and manage broker & investor relationships
• Source new loan opportunities across NY & Northeast
• Work with underwriting to qualify and structure deals
• Represent the firm in meetings, events & industry networks
We're looking for:
• 3+ years in private lending, mortgage brokerage, or RE credit
• Existing broker / borrower network (or ability to build fast)
• Strong communication skills & deal negotiation instincts
• A hunter mindset - proactive, self-driven, competitive
Why Join Us:
✅ Producer-first culture - no layers, fast yes/no decisions
✅ Same-day feedback on deals - close faster & win more
✅ High earning potential - top originators in this space earn $250K-$450K+
Compensation :
• Base Salary: $80,000 - $150,000
• Uncapped Commission
• OTC Range: ~$260,000 - $500,000+
If you're a producer who wants speed, autonomy, and upside, we should talk.
👉 Apply or DM for confidential conversation.
📩 To apply, send your resume to *******************
Subject: “Experienced Client Relations Role”
Automotive Sales Manager
Relationship manager job in Wantagh, NY
Merrick Jeep is part of the VIP Automotive Group of Long Island, known for its exceptional leadership and customer-focused culture. Join our team for a professional work environment, continuous training, and the opportunity to be part of one of Long Island's most successful auto groups.
At VIP, our purpose is to create exceptional value and experiences for every customer, surpassing our competitors. Our mission is to be the foremost provider of automotive sales and service, empowering our staff to deliver memorable customer experiences.
Our team members enjoy a positive working environment with opportunities for professional growth through training and advancement from within the organization.
Click Link below to learn more about our group and dealership -
VIP Automotive Group
Automotive Sales Manager
Full-Time Opportunity: 5/6 Day Work Week
Weekend availability
*Should have 3+ years of automobile sales management experience. **
*Experience operating a high volume, fast paced department is preferred. **
Job Description & Duties:
Assists department manager to lead and direct the entire Sales Staff.
Supervises and Manages sales team to ensure and verify they are prospecting and networking on a daily basis to solicit new customers
Must have a thorough knowledge, be proficient with and enforce the companies “Road to the Sale" and sales process
Ensures all deals are fully compliant with local, state and federal guidelines
Reviews, manages and updates customer database as required for the sales team
Promotes the success of the company, store and Sales Team
Strictly adheres to and enforces company policies, processes, procedures, and core values
Assist General Management with the T/O of deals
Assist with desking deals
Assist with the management of staff
It is recommended that the sales manager has two years of automotive sales experience and 2 years in a dealership management position.
Qualifications:
To excel in this role, candidates must perform each essential duty satisfactorily. The requirements above represent the necessary knowledge, skills, and abilities. Reasonable accommodations may be provided for individuals with disabilities.
Job Type:
Full-time
Salary:
$150,000 - $200,000 inclusive of commission and bonuses
Benefits Include:
• Medical and Dental Insurance
• 401(k) Retirement Plan
• Employee Discounts on Vehicle Purchases, Parts, and Service
• Paid Time Off
• Supplemental Benefit Plans (Short-Term Disability, Long-Term Disability, Supplemental Life
Insurance)
• Comprehensive Employee Recognition Programs
• Opportunities for Career Advancement
• Professional Development Assistance
• Retirement Plan
Schedule:
Monday to Friday
Weekend availability
Compensation details: 150000-200000 Yearly Salary
PI3d6b8415082d-26***********2
Easy ApplyFast Food - Regional Manager
Relationship manager job in White Plains, NY
Do you have a passion for bubble tea and business growth?
Are you a driven leader who thrives on taking challenges and achieving more?
If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact.
Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey!
Position Description:
Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region.
Duties and Responsibilities:
Traveling regularly to store locations and providing on-site support is required.
Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations.
Measuring performance metrics and advising on continuous improvements.
Supervising and evaluating the performance of store managers and teams.
Training, coaching, and when necessary, disciplining staff to maintain company standards.
Enforcing brand and training standards uniformly across all stores.
Leading local sales and marketing efforts, while contributing to company-wide growth strategies.
Qualifications:
5+ years of experience as a Regional Manager in the QSR or food service industry.
Proven ability to lead and manage multi-unit operations.
Strong leadership, interpersonal, and organizational skills.
Experience in frontline support and customer service excellence.
Ability to multitask and perform under pressure in a fast-paced environment.
Valid driver's license and willingness to travel (100% travel required).
Availability to work 6 days a week, including weekends and holidays
Ability to perform all frontline store duties when needed.
Excellent communication skills (written and verbal) in English.
Multilingual proficiency in Chinese or Spanish, is a strong asset.
Perks and Benefits:
Paid Time Off
Advancement Opportunities
Ongoing Training & Career Development
Discounted Drinks
Competitive Salary
Company Events
Other Benefits
Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community.
Job Type: Full-time
Salary: $85,000-$100,000
Benefits:
Dental insurance
Employee discount
Health insurance
Sales Manager
Relationship manager job in New York, NY
CSG Talent are working with a leading Nutraceutical & Pharmaceutical CDMO who are looking for a Sales Manager to join their team in New York.
Responsibilities:
Lead the Sales ream to grow the business and align the department with set goals.
Manage full customer life-cycle and aim to keep retention and reorders at a high level.
Collaborate with the cross functional teams to ensure timely and accurate sales order processing.
Lead sales projects and research market trends and emerging opportunities.
Requirements:
Proven track record in business development, account management and closing complex deals.
Extensive B2B sales in the Nutraceutical or Pharmaceutical space.
Ability to communicate with all levels in an organization as well as external stakeholders.
If you would like to learn more about this role, please apply or reach out directly.
Client Service Manager, Madison Ave
Relationship manager job in New York, NY
The Client Service Manager is responsible for maximizing sales and client business through leading the utilization of the VB client journey in-store, clienteling initiatives, and the consignment program. The Client Service Manager oversees the utilization of the Personal Shopper Program and Studio Services Program. The Client Service manager is also responsible for building community, identifying partnerships within their market, and planning in-store events and activations. This role is based in our Madison Ave location.
Responsibilities:
CLIENTELING:
Leads the training of the client journey for the sales team in order to deliver exceptional customer service
Responsible for client capture rate and client book audits
Manages client lists and leads outreach initiatives and follow-up
Partners with the CRM team and requests client lists in order to drive traffic and sales
Ensures client appointments and consignments are documented and recorded per policies
Conducts chat-ins with team members to address clienteling performance and client business goals
Analyzes client shopping trends and presents new clienteling ideas and initiatives
Manages top client appreciation initiatives
PERSONAL SHOPPER & STUDIO SERVICES PROGRAM:
Manages the Personal Shopper Program and Studio Services Program and ensures Personal Shoppers and Studio Stylists uphold the VB contract
Facilitates all Personal Shopper and Studio Stylists in-store and virtual client appointments
Responsible for all Personal Shopper and Studio Stylist consignment pulls and consignment returns
Ensures Personal Shoppers and Studio Stylists are sent the monthly newsletter and plans weekly outreach and follow-up
Facilitates all gifting and exclusive offers for Personal Shoppers and their clients
Recruits and meets with Personal Shoppers and Studio Stylists within their market
Partners with Events team to plan Personal Shopper Events
Initiates product requests for client appointments and events as needed
Provides Event Recap and hindsight to GM and Field Leader
Tracks sales, consignments and returns and provides audited sales report for all Personal Shopper and Studio Stylist business
Submits monthly commission and Event invoice to finance team
PARTNERSHIPS/EVENTS:
Creates community calendar in order to maximize effective planning
Identifies local charities, organizations, and groups to partner with and plans in-store events
Responsible for partnering with corporate and identifying event host in support of the VBGB quarterly partner
Connects with local schools and sororities to form partnerships
Partners with the Events Team to solidify hosts and execute all events
Plans in-store activations strategically during peak business times
Identifies event needs prior to event and communicates needs to Events Team in a timely manner
Attends community charity events and luncheons on behalf of Veronica Beard
Responsible for silent auction donations and fashion show participation
Provides event recap and hindsight to GM, Events Team, and Field Leader
Manages post-event host and attendee outreach/thank you letters
FASHION/STYLING:
Represents the fashion and style of Veronica Beard
Knowledge of current fashion trends and styles
Appreciation and demonstration of an overall finished fashion look
Comfortable with being on camera for social media purposes (both stills and video)
Able to fluidly discuss product and fashion on camera
Requirements:
Minimum of 2 years retail store management position/experience in women's apparel (or related field)
Ideal candidate must have previous experience in planning events and building client retention and loyalty
Ability to work flexible schedule including nights and weekends
Strong verbal and communication skills
Strong observation skills - identifying and assessing customer and employee behavior, reactions, and floor awareness
Ability to retain and utilize data, i.e. names, merchandise, information, policies and procedures
Foster a work climate that inspires mutual trust, respect, professionalism, and teamwork to achieve goals
The base salary range for this role is between $70,000 and $75,000. The relevant base salary will vary depending on wide range of factors that are considered in making compensation decisions, including but not limited to, skill sets, experience, training, degrees, and certifications. The base salary is just one component of our total compensation offerings, which consist of a comprehensive benefits package as well as a short-term incentive program, clothing allowance, and merchandise discounts.
At Veronica Beard, we are committed to creating and maintaining a workplace where every single employee can thrive and feel valued. As a company, we firmly believe that there is strength in diversity. We seek to recruit talent from a variety of perspectives and backgrounds and are actively seeking candidates with a dedication to advancing equity, inclusion, and racial and social justice in their work.
Veronica Beard is committed to an environment of mutual respect and is an EEO/Affirmative Action Employer. No employee or applicant is discriminated against because of race, color, sex (including pregnancy), age, national origin, religion, sexual orientation, gender identity, gender expression, parental status, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Account Manager
Relationship manager job in New York, NY
UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology.
Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers.
As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base.
Core Responsibilities
Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business.
Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.).
Qualify inbound and outbound leads based on defined criteria.
Conduct discovery calls to understand customer needs and pain points.
Maintain a pipeline of leads and manage follow-ups in a CRM system.
Collaborate closely with the sales and marketing teams to align messaging and campaigns.
Qualifications & Skills
3+ years of experience in diamond and jewelry wholesale / retail sales positions.
GIA graduate is a plus.
Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset.
A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality.
Ability to work in a fast-paced environment and handle rejection in an-old school market.
Excellent communication and interpersonal skills.
Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms.
A team player, strong service driven approach.
Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience).
What to expect:
Employment Type - full time employee based at NYC
This position requires frequent travel domestically, and outside of the US from time to time
Competitive base salary, with the right incentives (60K-85K annually)
Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family.
401(k) and Paid PTO
Meaningful, purpose-driven work
A supportive and inclusive environment
The ability to help us determine the future direction of the company
Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.
Account Manager
Relationship manager job in New York, NY
Design the world you want to live in at Thought Matter.
At Thought Matter, we use design to drive meaningful change. Based in New York's Flatiron District, we combine strategic thinking with innovative design to inspire and engage communities.
Reporting directly to Thought Matter's Executive Operations Director, the Account Manager will be an integral part of the Account and Operations team. The Account Manager will be responsible for supporting brands and non-profits of various sizes, from founder-led start-ups to multimillion-dollar brands. In this role, you will manage multiple project streams that include a combination of Client projects and internal Thought Matter initiatives.
The ideal candidate is comfortable bringing rigor to ambiguity and agility to shifting priorities. They can move quickly and efficiently across various tech platforms and navigate different ways of working across internal and external teams.
We're looking for a creative, imaginative thinker who can problem-solve and deliver real-world solutions.
What You'll Do:
The Account Manager will be responsible for administrative tasks, reports, and data entry required to support the delivery of a project on time and on budget. This will include managing schedules, project timelines, tracking budgets, and project resourcing.
Account Management
Support the new business and Client onboarding process by writing scopes of work, as well as creative and development briefs.
Manage and prioritize multiple Client workstreams and communication simultaneously.
Own day-to-day relationships with Clients across multiple projects.
Schedule, organize, and capture outcomes of Client calls and internal meetings.
Understand Clients' objectives to maintain project timelines and communicate project status effectively.
Know all there is to know about the Client's product, service, or initiative.
Support the Account Team with Client invoicing.
Provide our Clients with an excellent customer experience by maintaining effective communication across all channels (email, phone, Zoom, etc.)
Help to ensure all materials have been reviewed for accuracy prior to presentation and/or production.
Project Management
Management of projects, including creating detailed project plans, establishing and managing multiple timelines and budgets, and documenting Client reports and feedback.
Provide regular project updates to senior internal stakeholders to discuss adjustments, risks, and progress, and escalate issues as needed.
Work with the design operations manager to coordinate paperwork and set up vendors in our project management software (FunctionPoint).
Work with vendors to ensure their work is delivered on time and within budget, and that it meets the brief provided by Thought Matter.
Maintain accurate job details and updates in FunctionPoint and on our server.
Open new jobs in FunctionPoint and ensure a job folder exists on our server and in our resourcing software.
Consistently meet project milestones by identifying, managing, and mitigating risk
Proactively monitor scopes of work and project health by providing project management reports to the leadership team.
Work with the Executive Operations Director, Associate Operations Director, and Project Manager to monitor the overall studio project pipeline through resource planning to help schedule staff based on the priority of multiple project deliverables.
What We're Looking For:
5+ years of Client-facing experience and demonstrated track record of Client relationship development.
At least 2+ years of experience in a branding or design agency environment.
Experience leading projects independently, working closely with creative and strategy teams across print, digital, packaging, and brand expression.
Experience leading Client correspondence through various phases of a project lifecycle.
Experience developing scopes and converting Client opportunities with active Clients.
Proficiency in G-Suite, Figma, mac OS, Slack, Zoom, and Adobe Acrobat.
An acumen for maintaining complex project timelines
Ability to manage budgets.
Ability to work well in a fast-paced environment and to effectively manage multiple projects.
Strong written and verbal communication and presentation skills in a virtual (Zoom) setting as well as in person.
Ability to embrace change and be able to adapt to evolving priorities and processes.
Gravitas, energy, and a positive attitude.
Bonus if you:
Have experience with web or mobile design and development
Have experience supporting new business or RFP processes is preferred but not required.
Have experience working in FunctionPoint.
Benefits for Full-Time Employees:
Health Benefits:
Medical
Dental
Vision
Financial Benefits:
Commuter Benefits
Flexible Spending Account (FSA)
Retirement Plan
401(k)
Roth & 401k
Telephone Reimbursement up to $75 per month
Life & Disability
Short Term Disability
Voluntary Long-Term Disability
Health & Wellness Perks
Peloton & Citi Bike Membership
Access to health programs such as:
Health Advocate
Kindbody
One Medical
Talkspace
Time Off (Annual)
Tenure-based Vacation policy (starting at 20 vacation days)
Sick Time (5 days)
Paid Family Leave
Company Closures
12 Observed Holidays
Summer Holiday Break - July
Winter Holiday Break - December
Benefits and Perks are evaluated annually and are subject to change.
Thought Matter is an equal opportunity employer and does not discriminate on the basis of age, disability, sex, gender identification, sexual orientation, genetic information, national origin, race, religion, or any other status protected under applicable federal, state, or local laws. We encourage diversity and welcome all qualified applicants.
Don't meet every single requirement that we're looking for?
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Thought Matter, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to still apply! You may be just the right candidate for this or other roles.
We want our opportunities to be accessible to all users. If you prefer to apply by mail, please send your resume to 19 West 24th Street, 5th Floor, NY, NY 10010.
Sales Manager
Relationship manager job in New York, NY
Job title
Sales Manager, Fertility Nutraceuticals
The Sales Manager, Fertility Nutraceuticals will lead the sales team to drive revenue growth and market share for the company's line of fertility-focused dietary supplements. This role is responsible for developing and executing strategic sales plans, managing and motivating the sales team, and building strong relationships with key customers and industry partners in the reproductive health sector. The ideal candidate has a deep understanding of the nutraceutical or pharmaceutical industry, with specific knowledge of fertility products and a proven track record of exceeding sales targets.
Key responsibilities
Sales strategy and execution
Develop and implement strategic sales plans to achieve and exceed sales targets and business objectives.
Identify and pursue new business opportunities, expanding the company's customer base and revenue streams.
Analyze market trends, competitor activity, and customer needs to inform sales strategies and product positioning.
Manage and forecast sales pipelines, ensuring accurate reporting and efficient sales execution.
Sales Management:
Build and maintain strong relationships with wholesale partners.
Identify and onboard new wholesale partners to grow the business.
Attend conferences and events as an Ovaterra representative
Foster a collaborative, high-performance sales culture focused on continuous improvement.
Client and relationship management
Cultivate and maintain strong relationships with key clients, including fertility clinics, OB/GYN practices, pharmacies, and specialty health retailers.
Build a network of industry contacts by attending trade shows, conferences, and networking events.
Serve as a knowledgeable resource for clients, educating them on the technical and scientific aspects of the products.
Negotiate and close sales contracts while ensuring customer satisfaction and retention.
Cross-functional collaboration
Work closely with marketing to align sales and marketing strategies.
Collaborate with product development and R&D to provide market feedback and identify new product opportunities.
Coordinate operations and customer service to ensure seamless order fulfillment and support.
Qualifications
Education and experience
Bachelor's degree in Business, Marketing, Life Sciences, or a related field (or equivalent experience).
5+ years of sales experience, with a minimum of 2-3 years in a sales leadership or management role.
Proven experience in the nutraceutical, dietary supplement, or pharmaceutical industry is required.
Specific experience selling fertility or reproductive health products is highly preferred.
Skills and competencies
Strong sales acumen: Proven track record of achieving and exceeding sales targets.
Technical knowledge: A solid understanding of nutraceutical ingredients, regulatory compliance (e.g., FDA guidelines), and scientific research related to fertility. E-commerce experience.
Communication: Excellent verbal, written, and presentation skills to effectively communicate technical information and value propositions.
Leadership: Strong ability to lead, mentor, and motivate a sales team.
CRM proficiency: Experience using Customer Relationship Management (CRM) software, such as Salesforce, to manage sales activities.
Customer-centricity: A commitment to building long-term, trusting relationships with clients.
Strategic thinking: Ability to analyze data and market conditions to develop effective sales strategies.
What We Offer
Competitive salary: $80,000-$100,000 annually.
401K 3% match
Health, dental, vision insurance.
Disability and more.
If you're organized, self-motivated, and excited about combining sales and administrative responsibilities in a meaningful industry, we'd love to hear from you!
Apply today to join the Ovaterra team and help us empower more people on their health and wellness journeys. 🌿
Account and Community Manager
Relationship manager job in Newark, NJ
Gear
Aion Gear is redefining performance and recovery through our innovative weighted compression vests and apparel. We partner with industry leaders to deliver cutting-edge experiences that inspire athletes, trainers, and everyday fitness enthusiasts. Our activations bring the Aion brand to life in gyms, events, and communities across the country.
The Role:
We are seeking an Account and Community Manager who blends operational excellence with magnetic relationship-building. This person thrives on solving behind-the-scenes problems with precision and grace, while also bringing an energizing presence to the gyms and events we serve.
They are highly organized and dependable, ensuring everything runs smoothly, yet also able to naturally connect with trainers, staff, and members to build excitement for Aion Gear.
This role is both the operational backbone of our activations and the face of Aion Gear with our partner gyms.
Key Responsibilities
Manage inventory and gear for all events and gym activations in your territory
Track readiness and follow up to ensure every activation is executed flawlessly
Run pop-up activations and represent Aion Gear in partner gyms
Create, market, and plan in-gym events as well as connect with local events to bring Aion to the broader community
Build and maintain key in-gym relationships with staff, trainers, and members
Oversee a regional “Book of Business” (~25 gyms), maintaining momentum through check-ins, affiliate programs, and pop-up events
Travel locally and regionally to support activations
What We're Looking For
Highly organized, detail-oriented, and dependable
Flexible, positive team player
Problem-solver who takes pride in making things run seamlessly
Natural connector with an energizing, inspiring presence
Self-motivated and collaborative-willing to wear multiple hats and support the team wherever needed
Sales-driven mindset with strong communication and follow-through
Requirements
3+ years of experience in sales, account management, or fitness operations
3+ years of experience in event planning
Strong background in client or partner relationship management
Ability to travel regionally and nationally
Comfortable managing logistics and execution under tight timelines
Flexible schedule-availability on evenings and weekends as needed
Ability to lift and move objects related to events and pop-ups
Passion for fitness, wellness, and community engagement
Compensation & Benefits
Salary: $70,000 per year
Health Insurance: Comprehensive health coverage
Travel & Expenses: Fully covered for business-related needs
Opportunity to represent one of the fastest-growing fitness performance brands
Why Join Aion Gear?
This role is for someone who wants to be at the center of building a movement in fitness-combining precision logistics with community activation. You'll be a critical driver of Aion's growth, ensuring that both the brand and the business thrive.
Account Manager
Relationship manager job in Oceanside, NY
We are seeking a hands-on Account Manager to serve as the primary contact for client accounts. This role focuses on relationship building, overseeing field operations, and ensuring the delivery of high-quality landscaping services. You'll drive client satisfaction, retention, and revenue growth while supporting and coaching field teams.
Key Responsibilities:
Serve as the main point of contact for assigned client accounts.
Conduct regular site visits to monitor service quality and client satisfaction.
Identify opportunities for enhancement projects and develop proposals.
Resolve client issues and address concerns proactively.
Partner with Operations and Branch leadership to ensure service expectations are met.
Monitor account renewals, financial performance, and profitability.
Support hiring, training, and coaching of field crews.
Ensure compliance with all safety regulations and branch policies.
Maintain accurate records in CRM systems and assist with administrative reporting.
Qualifications:
3+ years of experience in customer service, account management, or leadership, preferably in landscaping or a related service industry.
Associate's degree in business or related field, or equivalent work experience.
Strong client relationship management and communication skills.
Proven ability to lead, coach, and develop teams.
Proficiency with MS Office and CRM systems.
Valid driver's license
Background and MVR checks required
Additional Details:
Reports To: Branch Manager
Type: Full-time, On-site
Schedule: 40 hours/week, standard business hours
Start Date: Typically within 2-3 weeks.
Perks:
Company vehicle option (fuel and insurance covered; $45/week deduction for personal use)
Opportunity to manage and grow accounts within a leading landscaping organization
Direct impact on client satisfaction and branch success
Benefits (401k, Medical, Dental, Vision):
PTO / Paid Time Off
Health, Dental, and Vision coverage
401(k) retirement plan
Employee stock purchase plan
Health & wellness programs
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.
Account Manager Trainee
Relationship manager job in Jersey City, NJ
Jersey City, NJ | Account Manager
We're not looking for people “shopping around.” We're looking for people ready to dive in, take ownership, and grow fast. If you're serious about launching a real career in client and account management, this is your starting line.
At Shuhari Group, we don't just place people into roles, we build future business leaders. Alongside our partners, we train and place raw talent into high-performing Account Manager roles capable of owning client portfolios and growing them from the ground up.
You don't need experience. You need the right mindset, grit, coachability, and the willingness to take full ownership.
What You'll Learn:
Our Account Manager Trainee program gives you real experience in the field while building your leadership foundation across four critical areas:
Customer Acquisition & Management - How to onboard, manage, and grow small personal or business accounts with precision and care.
Communication & Influence - Master how to build trust, handle objections, and influence decision-makers in real-time.
Leadership & Team Development - Learn how to lead by example, train others, and eventually manage your own portfolio team.
Business & Operations - Gain insight into client tracking, campaign strategy, and how to hit team and company targets consistently.
We're Looking For:
You're competitive and thrive under pressure
You're coachable and hungry to learn
You're a people-person who knows how to connect quickly
You're disciplined and dependable
You want growth, not just a job
What You Can Expect:
Daily Skills Training & Mentorship - Learn by doing, not watching
Weekly Pay - Uncapped commissions with performance-based bonuses
Health Benefits - Available after qualifying period
Fast-Track Growth Path - Earn your way into leadership roles based on performance
Team Culture - No egos. Just driven people pushing together
Real Impact - Work directly with business owners and decision-makers
This Role Isn't for Everyone.
This is for high-agency individuals ready to work hard, take ownership, and grow fast. If you're looking for clock-in/clock-out comfort, this isn't it.
But if you're tired of being overlooked, underpaid, or underestimated and you're ready to prove what you're made of, we'll give you the runway to build a real career.
Apply Now:
We keep this program intentionally small to maximize 1-on-1 mentorship. If you're ready to start something serious and accelerate your growth, apply now.
Director, Client Partnerships (Travel)
Relationship manager job in New York, NY
WHO WE ARE
Vox Media's Revenue organization handles advertising and marketing partnerships with brands and agencies, as well as lines of business in consumer revenue and commerce across the organization.
As a Director of Client Partnerships on Vox Media's Enterprise team, you will be a revenue contributor responsible for both expanding high-value client relationships and driving new business growth. You will serve as a trusted strategic partner to brands, agencies, and decision-makers, delivering innovative, audience-driven solutions that strengthen client brands and accelerate their business goals.
Leveraging Vox Media's premium content portfolio, high-value audiences, and cutting-edge advertising technology, you will lead the charge in creating impactful partnerships that deliver measurable results. This role demands strong business acumen, proven consultative sales expertise, the ability to influence at various levels within client organizations, and the drive to exceed revenue goals.
WHAT YOU'LL DO
Drive Strategic Growth: Develop and execute a revenue strategy that balances expanding business within your portfolio and acquiring net-new enterprise-level accounts.
Build Senior-Level Relationships: Cultivate and maintain executive-level partnerships across key categories within the Travel vertical, with a particular emphasis on Tourism (both domestic and international).
Proactive Market Engagement: Identify emerging client needs and deliver innovative, solutions-oriented campaigns before RFPs are issued.
Consultative Sales Leadership: Translate client challenges into multi-platform solutions using Vox Media's full suite of products and services.
Category Expertise: Serve as a thought leader within your verticals, providing market intelligence and insight to both internal teams and clients.
Revenue Accountability: Own forecasting, pipeline management, and quarterly sales targets with accuracy and transparency.
WHO YOU ARE
Experienced Seller: 5+ years in digital media, advertising, or related sales experience, preferably at a leading publisher, tech platform, or agency.
Strategic Seller: Proven track record in complex, consultative sales with client and agency decision makers.
Market Expert: Deep understanding of the Travel category with a network of established relationships at both agency and client
Entrepreneurial Mindset: Self-starter who thrives in fast-paced, high-growth, high volume environments.
Persuasive Communicator: Exceptional ability to present, negotiate, and close deals at the executive level.
Team-Player: You are a team player, adapt well with change and have a positive attitude
In this role, you are not just selling media, you are shaping how brands connect with audiences through premium content, trusted storytelling, and market-leading innovation. As a Director of Client Partnerships, your ability to see around corners, anticipate client needs, and deliver category-defining ideas will directly influence Vox Media's position as a leading force in modern media.
If you think you have what it takes, but don't meet every single point in our job posting, please apply with a cover letter to let us know how you believe you can bring your unique skills to the Vox Media team or get in touch! We would love to have a chat and see if you could be a great addition to our team. We've hired chefs who became editors, DJs who became UX designers, and sommeliers who became writers.
WHERE YOU'LL WORK
This job is located in New York City.
WHY VOX MEDIA? WHAT WE OFFER
This is a permanent, full-time position. This job is benefits-eligible. We pride ourselves in providing comprehensive benefits to support all of our employees wherever they are in life. You can find more information about our benefits here.
OUR DEI+ COMMITMENT
Vox Media is committed to building an inclusive environment where everyone can show up as their authentic selves and create their best work. We recognize that great stories, platforms, products and services come from people with all manner of backgrounds and experiences. We recognize that our commitments require ongoing work and sustained attention, as well as adaptation to new insights and best practices. We keep our diversity data public for the sake of accountability, transparency and communication. Learn more about our values here, and our approach to corporate citizenship here.
Vox Media is an Equal Opportunity Employer and qualified applicants will receive consideration without regard to race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law. Vox Media will also consider all qualified applicants with criminal histories in accordance with applicable Fair Chance laws. We are also committed to providing reasonable accommodations as part of the application process to candidates with disabilities. If you require a reasonable accommodation as part of the application process, please contact our People & Culture team (************************).
WHAT COMES NEXT
Our recruiting team will go through applications in a timely manner. Please note that our recruiting team will only contact you from @voxmedia.com email addresses, never via text message. Read more about how our recruiting team operates, and how to protect yourself from recruitment fraud, here.
PAY TRANSPARENCY
The salary range listed below represents the minimum and maximum base pay for this position at the time of this posting. Final salary offered to the candidate selected for the position will be based on factors including but not limited to the candidate's skills and experience. In addition to a competitive base salary, this role may also include a discretionary bonus.
Pay Range$110,000-$120,000 USD
Auto-ApplyWholesale Sales Manager
Relationship manager job in New York, NY
About Us
At Ibex, we design and deliver premium outdoor performance apparel built from natural merino wool. As part of Flour Funds, we are growing quickly and expanding our wholesale presence both domestically and internationally. We are seeking a Wholesale Sales Manager to lead and execute our wholesale strategy, build strong retail and distributor relationships, and ensure our brand is represented with excellence across all markets.
Role Overview
The Wholesale Sales Manager will be responsible for driving wholesale revenue growth, managing independent sales reps and international distributors, and ensuring that our brand is showcased consistently across all wholesale channels. This individual will play a central role in trade shows, seasonal sales planning, international distribution, and dealer support.
This role requires strong organizational skills, relationship management expertise, and the ability to balance strategic vision with hands-on execution.
Key Responsibilities:
Wholesale Strategy & Management
Develop and manage wholesale budget, calendar, and reporting standards.
Establish seasonal sales programs to meet business growth targets.
Oversee contracts and agreements with reps, distributors, and partners.
Plan and execute brand representation at major tradeshows and regional events.
Sales Rep Management
Recruit, onboard, and support independent sales reps.
Provide reps with updated sales tools, samples, line sheets, and seasonal kits.
Set sales targets and territory goals, ensuring accountability and performance.
Host seasonal sales meetings, line reviews, and mid/post-season reviews.
Monitor rep performance, approve orders in Hubsoft, and validate program discounts.
International Distribution
Identify, onboard, and manage international distributors.
Develop territory-specific sales strategies, pricing, and marketing support.
Provide training, sales forecasting, and seasonal workbooks for partners.
Drive distributor success through ongoing engagement and in-market support.
Dealer & Customer Support
Serve as primary contact for B2B wholesale customers.
Manage Hubsoft setup for new customers, products, and promotions.
Oversee order flow, credit approvals, and customer service escalations.
Ensure merchandising and in-store presentation meet brand standards.
Cross-Functional Collaboration
Work closely with Product, Marketing, and Design on seasonal workbooks, assets, and campaigns.
Coordinate with Logistics and Customer Service to ensure seamless dealer support.
Manage wholesale sampling, marketing materials, and storage logistics.
Qualifications
5+ years of experience in the Outdoor Retail industry (wholesale sales or Retail sales manager).
Strong negotiation, communication, and presentation skills.
Experience managing trade shows and wholesale events is ideal.
Proficiency in B2B sales platforms (Hubsoft experience a plus).
Highly organized, detail-oriented, and capable of managing multiple priorities.
Willingness to travel for tradeshows, regional events, and partner meetings.
Why Join Us?
Be part of a growing, purpose-driven outdoor brand rooted in sustainability.
Opportunity to shape and scale the wholesale business across global markets.
Collaborative, entrepreneurial team culture with room for growth.
Competitive compensation and benefits package.
Relationship Manager, Global Private Equity Practice
Relationship manager job in New York, NY
Your work days are brighter here.
We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you've found a match in Workday, and we hope to be a match for you too.
About the Team
The Workday Private Equity Practice builds partnerships with leading Private Equity firms by supporting value creation across the portfolio of companies they own through the deployment of Workday's platform for Human Capital Management and Finance. The team acts as the link between PE operating teams and field teams at Workday to help deliver outcomes that suit all parties.
About the Role
Build new and support existing relationships with key Private Equity Partners
Advocate the partnership with PE firms and internally at Workday
Develop and implement a strategic GTM plan for each Private Equity firm
Understand Workday products and services and keep PE firms up to date with the latest developments
Support account teams to define business and operating model opportunities
Source new opportunities and drive them to closure with Workday account teams and PE firms
Collaborate with teams across Workday, primarily with Sales and Partner teams
Lead portfolio performance reviews
Provide support for marketing programmes aimed at engaging with and driving attendance from PE firm Operating Partners and portfolio companies
About You
Basic Qualifications:
5+ years business development experience managing partnerships with enterprise software or consulting organizations
5+ years of experience working with C-level executives and building and maintaining positive working relationships
Other Qualifications:
Knowledge of the private equity operating model, the demands placed on portfolio companies and role technology plays in delivering beneficial outcomes for all parties
Broad experience of working within complex organizations
Exceptional communication, analytical, strategic and influencing skills
Strong work ethic and personal drive to help grow the team and channel to market
High tolerance for ambiguity
Note: The pay mix for this role is 70 / 30
Workday Pay Transparency Statement
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.
Primary Location: USA.NY.New York City
Primary Location Base Pay Range: $137,400 USD - $206,200 USD
Additional US Location(s) Base Pay Range: $116,000 USD - $206,200 USD
Our Approach to Flexible Work
With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.
Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.
Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.
Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!
At Workday, we value our candidates' privacy and data security. Workday will never ask candidates to apply to jobs through websites that are not Workday Careers.
Please be aware of sites that may ask for you to input your data in connection with a job posting that appears to be from Workday but is not.
In addition, Workday will never ask candidates to pay a recruiting fee, or pay for consulting or coaching services, in order to apply for a job at Workday.
Auto-ApplyRelationship Manager
Relationship manager job in New York, NY
Job Description
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.
Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
Attend and professionally represent CAF at conferences and industry events
Proactively contact potential and existing customers through phone calls, email and in-person meetings
Evaluate the merits and risks of potential credit line and term loan transactions
Prepare term sheets and summary analysis of potential transactions
Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
Periodically produce brief and topical marketing blogs sponsored by CAF
Meet or exceed quarterly/annual individual production targets
Regularly log customer interaction in CAF's Salesforce CRM platform
Assist underwriting and other deal team members as needed
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
Bachelor's Degree
2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
Hands-on approach with track record of driving results
Exceptional interpersonal and relationship building skills
Strong financial background with analytical and numerical proficiency
Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
Ability to balance personal resourcefulness and individual drive in a team-based environment
Willingness to travel
Working Conditions:
Typical office environment
Travel required, up to 50%
Computer, keyboard, telephone, fax machine, scanner and copier, etc.
Occasional overtime work required throughout the year
A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Client Relationship Manager
Relationship manager job in Newark, NJ
The Client Relationship Manager, Prestige will work closely with all sales, service, and operations partners to serve as the focal point of contact for new and existing mid and large market plan clients and their financial advisors. This role is responsible for oversight of the relationship of the plan and needs to possess strong relationship skills to deliver a world class service experience to our clients and their financial advisors. The CRM is expected to drive client satisfaction and retention, increase revenue and establish strong relationships with day to day administrators and C-level executives. This role is expected to be a strong team player and partner with the Retirement Service Consultant and Participant Engagement Consultant to understand the needs of the plan and to provide proactive consultative service to meet those needs
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Develop and maintain relationships with C-level decision makers and day to day plan administrators for assigned accounts to understand the needs of the plan and then develop strategies to improve plan operation, identify areas for efficiency gains and improving retirement readiness for participants.
Consistently demonstrate a superior level of proactive client focus and teamwork by partnering with Retirement Service Consultants (RSC), Participant Engagement Consultant (PEC) and other internal roles to meet the needs of the client.
Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
Understand non-standard plan requirements normally not considered in Ascensus' suite of services: ESOP, 457 Governmental, Deferred Compensation plans, 409a, etc.
Develop and maintain a broad understanding of the various partner products and Ascensus proprietary products and Ascensus operations to further enhance the relationship management function.
Maintain compliance with departmental policies and procedures to ensure superior service and acceptable audits and examinations
Stay abreast of laws, regulations, trends and other issues that may affect the administrative client service dynamics through participation in training courses, ASPPA courses and designations, industry publishing's and other outside materials.
Make regular in person client visits, dependent on client size, to optimize relationships.
Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
Identify cross-selling opportunities within existing accounts to improve client service and bring additional revenue to Ascensus in order to meet revenue goals
Provide ownership for the resolution of issues escalated by clients and financial professionals.
Maintain good working relationships with clients, attorneys, accountants, and other related professionals to enhance business opportunities
Maintain network within retirement industry leading to sales opportunities to the Ascensus Regional Vice Presidents.
Lead and/or participate in projects that create additional value for existing relationships.
Actively participate in new business development activities early in the sales process to ensure a smooth and efficient transition.
Supervision
Mentor less experiences Consultants
Section 3: Experience, Skills, Knowledge Requirements
Bachelor's degree in business or related fields, or equivalent work experience
Minimum of 10 years' experience in retirement services industry or related field is preferred
Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial service's administrative environment
Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
Possess or currently working towards Series 65 license
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to work with a high level of independence
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including both group presentation experience and executive level presentations.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Demonstrated project management skills
Travel for this position is required 20% of the time
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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