Relationship manager jobs in Peoria, AZ

CANDIDATE MUST BE LOCATED IN PHOENIX, AZ OR THE SURROUNDING AREAS The Compliance Account Manager (CAM) is a field-based role responsible for managing compliance performance, strengthening hospital relationships, and driving the successful execution of the RepScrubs Compliance Improvement Plan (CIP) across a designated U.S. region. CAMs serve as the primary compliance partner for hospitals, national vendor teams, corporate accounts, and internal stakeholders. This role ensures consistent onboarding, behavioral improvement, vendor visibility, and operational alignment across facilities nationwide. The CAM helps protect existing business, drive expansion within health systems, and supports Sales with regional insights and reference-building. Key Responsibilities: · Lead Compliance Performance: Monitor, analyze, and improve compliance trends across assigned hospitals and health systems, using the RepScrubs Compliance Improvement Plan (CIP). · Strengthen Hospital Partnerships: Serve as the primary account liaison for hospital leadership, ensuring consistent communication, alignment, and satisfaction. · Drive Vendor Behavior Improvement: Support vendor teams with education, onboarding, and corrective action to improve compliance, visibility, and adherence to hospital requirements. · Support Vendor Corporate Teams: Collaborate with major vendor partners in designated area to ensure vendor participation, accurate data collection, compliance tracking, and engagement at all RepScrubs locations in the region. · Execute Field-Based Engagement: Conduct facility visits, compliance education, and performance reviews; identify risks, opportunities, and areas for operational refinement. · Deliver Reporting & Insights: Present compliance trends, root-cause analyses, and recommendations to hospitals, health systems, and internal leadership. · Partner with Sales & Growth Initiatives: Provide regional intelligence, success metrics, and reference-building to support Sales in renewals, expansions, and new opportunities. · Ensure Operational Alignment: Coordinate with Customer Service, Operations, IT/Dev, Sales, and Compliance teams to resolve issues quickly and maintain seamless customer experience. · Protect and Expand Business: Identify gaps in compliance, escalate risks early, and implement mitigation plans that strengthen partnerships and support long-term retention. · Champion RepScrubs Culture & Standards: Maintain excellence in communication, documentation, professionalism, and customer advocacy across all interactions. Qualifications: · 3-5+ years of experience in account management, client success, healthcare operations, or a similar customer-facing role. · Experience working with hospitals, clinical teams, or healthcare vendors is strongly preferred. · Strong interpersonal skills with the ability to build trust and maintain long-term relationships. · Excellent written and verbal communication skills, with confidence presenting to executive teams. · Proven ability to interpret data, identify trends, and translate insights into actionable recommendations. · Proficiency in Excel and data-tracking tools is required; experience with CRM platforms and reporting tools (PowerBI preferred). · Strong organizational skills with the ability to manage multiple accounts, priorities, and deadlines. · Demonstrated ability to resolve issues quickly and manage escalations professionally. · Self-directed and highly reliable, with the ability to work independently in a field-based environment. · Experience supporting process improvement or operational optimization initiatives. · Ability to coordinate and communicate effectively across internal teams · Personable, customer-focused, and able to navigate sensitive conversations with diplomacy and professionalism. · High level of discretion, judgment, and accountability. · Willingness to travel within assigned region, when required. Locations and expectations: This role is designed to be remote but requires occasional travel to the Corporate Office in Sanford, FL, as well as other locations within the designated area, on specified dates with advance notice. Benefits: · Medical · Dental · Vision · Flexible Spending Account (FSA) · Life Insurance · Roth or traditional 401(k) · NexGenEAP Wellness Program · Personal Time Off (vacation) The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Title: Regional System Support Manager Pay: $85,000 - $95,000 Note: This operation runs 24/7, and individual schedules are determined by volume and client needs. Weekend availability is required and the facility is only closed three days each year. Job Purpose The Regional System Support Manager provides managerial, operational, and hands-on support for all IT and telephonic needs across warehouse operations. This role reports to the System Support General Manager and Service Center Managers, serving as a team leader for Regional System Support Teams. The position ensures effective support for warehouse and transportation operations and all systems that drive distribution center activities. Guidance will be received from corporate IT groups-including Networks, Desktop, and Security-to maintain compliance with established standards, policies, and procedures. Essential Duties and Responsibilities • Assist in planning and implementing additions, deletions, and major modifications to local IT infrastructure. • Implement network security controls at the local level in alignment with corporate security standards. • Oversee administration and maintenance of the site's IT infrastructure; direct IT support personnel as needed. • Oversee administration of the company's LAN environment. • Manage and develop upgrades to the company's telephone systems nationally and locally. • Oversee all telephone changes, including routing for seating assignments. • Oversee administration and maintenance of computer stations and training-related software; provide additional support as needed. • Oversee troubleshooting, system backups, archiving, and disaster recovery activities; provide expert-level support when necessary. • Collaborate with project teams to assist with internal system implementation. • Serve as the final escalation point for issues related to the warehouse management system (WMS). • Oversee all help desk activities at regional and local levels. • Respond to escalated help desk issues promptly. • Oversee administration and maintenance of tracking software used across operations. • Interface with internal clients at all levels to resolve IT-related issues and deliver timely solutions. • Build and maintain vendor relationships; manage local purchasing of hardware and software. • Manage procurement of all IT software, hardware, and related supplies at the local level. • Ensure responsible handling and maintenance of company technology assets. • Prepare daily and monthly reports as requested by corporate leadership and the General Manager. • Maintain responsibility for overseeing sanitation and safety practices within all warehouse technology areas. • Travel as required to support business needs, operational priorities, and assigned projects. Skills and Abilities • Excellent communication skills and the ability to independently implement and manage distribution-related technology programs. • Strong proficiency in Computer Networking, WMS, and TMS systems; LAN knowledge and certifications preferred. • Ability to manage high-level tier support and lead technical teams effectively. Education and Experience • Strong understanding of logistics systems, EDI, and troubleshooting principles to provide timely support. • College-level training or a minimum of 4-5 years of systems management experience. Work Environment & Physical Requirements The physical demands and work environment described here represent those typically encountered while performing essential job functions. Reasonable accommodations may be made for individuals with disabilities. • Ability to lift up to 50 pounds. • Ability to stand or sit for extended periods. • Ability to traverse and access all areas within a warehouse environment. • Ability to work in a distribution center environment with temperature variations. • Ability to safely work around heavy moving equipment (forklifts, pallet jacks, reach trucks, clamps, scissor lifts) in a fast-paced environment. Travel Requirements This position may require occasional travel based on operational needs. Team members should be prepared to travel for meetings, training, or other work-related events as required. Disclaimer This job description reflects the general scope and level of work expected. It is not intended to provide an exhaustive list of duties, responsibilities, or activities. Additional tasks may be assigned as necessary. ABOUT ACCURATE PERSONNEL Do you need your next job fast? Accurate Personnel is here to help! As an industry-leading full-service staffing agency, we have all the tools you need to start earning that next paycheck soon. Send us your application and our team will instantly get to work on finding you the right placement to fit your needs. Accurate Personnel has been a provider of temporary job services and direct hire search for 45 years. Our expertise has allowed us to grow from a regional Chicagoland office into a nationwide search firm that services over 500 clients while never losing sight of personalized service. Let Accurate work for you. Apply with us today! --- Accurate Personnel 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.

We are looking for a driven and experienced Sales Manager to lead and expand our roofing sales team. This role is crucial in ensuring that our company continues to provide top-quality service to homeowners while driving consistent revenue growth. The Sales Manager will oversee the sales cycle from prospecting through project completion, with a strong focus on the unique demands of roofing projects and insurance claim processes. Key Responsibilities Leadership & Team Management Lead, train, and mentor Sales Representatives to ensure they master all phases of the roofing sales cycle, including inspections, estimates, insurance claim handling, and client communication. Conduct regular field training on door-knocking, roof damage identification, claim presentation, and homeowner education. Set individual and team sales goals, track KPIs (contracts signed, claims approved, production closed), and hold the team accountable. Organize weekly meetings to review active projects, pipeline progress, insurance documentation, and strategy improvements. Roofing Sales & Insurance Expertise Guide the team in identifying storm-related roof damage and documenting it properly (photos, notes, inspection forms). Oversee the preparation and submission of insurance claims, supplements, and estimates to ensure accuracy and compliance. Support reps in working with adjusters, supplement departments, and insurance companies to maximize claim approvals. Assist in resolving denied claims by providing supplemental evidence, documentation, or escalation when needed. Ensure all documentation (scope of loss, master notes, adjuster communication, supplements) is accurately uploaded into the CRM. Operational Oversight Monitor client files to ensure all contracts, estimates, supplements, and insurance approvals are processed on time. Collaborate with production managers to ensure smooth transition from sales to installation, with complete documentation before scheduling. Verify that every signed project includes a finalized master note, inspection photos, and insurance paperwork to avoid delays. Ensure compliance with safety, legal, and company guidelines across all sales operations. Customer & Market Growth Build strong homeowner relationships by ensuring consistent updates throughout inspections, claims, and roof installation. Develop neighborhood canvassing campaigns following storms or insurance activity. Implement strategies for securing online reviews, testimonials, and referrals. Analyze roofing market trends, insurance regulations, and competitor activity to refine company strategies. Requirements Proven experience as a Sales Manager, preferably in roofing, construction, or exterior restoration. Deep knowledge of roofing systems (shingles, tile, metal, flat) and insurance claim processes (ACV vs. RCV, depreciation, supplements). Strong leadership skills, with the ability to coach reps in field inspections, claim submissions, and closing homeowners. Excellent communication, negotiation, and conflict resolution skills with homeowners, insurance adjusters, and team members. Familiarity with roofing CRMs and digital tools such as Sunbase, Acculynx, Knockbase, Calendars, and Discord. Bilingual (Spanish/English) preferred. Reliable transportation and willingness to be in the field to support door-knocking campaigns, inspections, and installations. High attention to detail and accountability for accurate project documentation. Schedule Monday to Friday: 8:00 AM - 6:00 PM (Tuesdays off). Saturdays: 9:00 AM - 3:00 PM, supporting door-to-door campaigns and team fieldwork as needed. Payment: Base Salary (40K - 55K) + Commisions based on sales.

The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President; an RM I can report to an RM II if identified by the Market President. Duties & Responsibilities Additionally, a Relationship Manager will be responsible for: * Developing new business and prospects and generate business loans through referrals, business calls, and community involvement. * Analyzing customers' financial data, structure and negotiate credit transactions, and perform ongoing credit management. * Servicing existing customer relationships to maximize profitability. * Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts. * Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans. * Assist other lines of business with business development. * Where applicable, the Commercial Market President may determine a need for a Relationship Manager II to support leadership in the management of Commercial PMs and/or RMs as well. Those duties would include: * Serving as a resource to associates * Act as a trainer/coach Education & Experience Knowledge of: * Strong oral and written communication skills * Strong sales and customer service skills Ability to: * Generate revenue at 10/5/5 - Level I * Generate revenue at 20/10/10 - Level II * Analyze and interpret numerical data * Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents * Make independent and difficult decisions within parameters of the Bank's loan policies * Originate new procedures and approaches to problems * Perform duties under frequent time pressures Education and Training: * Requires Bachelor's degree with an emphasis in Accounting or Finance. * Requires 2 or more years of banking, finance, or sales related experience. * Six months or more credit analysis experience required. * Requires knowledge of Microsoft Office Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $150,000.00 - $210,000.00/year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Wholesale Sales Manager Department: Sales / Wholesale Reports To: VP of Sales / CEO Status: Full-Time | Exempt At Origami Owl, we believe every piece tells a story-and every story has the power to inspire. From beautifully designed jewelry to heartfelt gifting moments, our mission is to help others look good, feel good, and do good. Position Overview The Wholesale Sales Manager is responsible for driving the growth and expansion of the company's wholesale channel through proactive outreach, strategic key account development, and high-volume relationship management. This role leads all wholesale retail accounts, attends major industry trade shows, and handles a significant pipeline of outbound and inbound sales opportunities through phone calls, Zoom meetings, and in-person conversations. This is a high-impact, high-visibility position for a sales professional who is motivated by revenue, enjoys building systems from scratch, and wants to play a foundational role in scaling the wholesale division. Year-one on-target earnings exceed $100,000+ with unlimited upside through a competitive commission structure. The ideal candidate is ambitious, relationship-driven, and excited to help build the processes, scripts, and playbooks that will support future team growth. Key Responsibilities Wholesale Account Management Build, manage, and grow relationships with wholesale retail partners: both existing and prospective. Oversee onboarding, account setup, ordering process, merchandising support, and ongoing communication. Ensure retailers are properly stocked, trained, and equipped with marketing materials and sell-through strategies. Monitor account performance and proactively provide strategic recommendations to improve outcomes. Establish and Manage Key Accounts Sales & Revenue Growth Develop and implement wholesale sales strategies to achieve aggressive monthly, quarterly, and annual revenue goals. Conduct regular phone and Zoom sales calls with retailers to present new collections, secure reorders, and close new accounts. Develop seasonal sales plans, promotional programs, and reorder cycles that drive consistent volume. Track KPIs, report performance trends, and adjust sales tactics to accelerate growth. Negotiate pricing, terms, and contracts where needed. Lead Generation & Business Development Identify, pursue, and secure new retail partners to expand the wholesale business nationally and internationally. Conduct structured outbound outreach (phone, email, Zoom) to build a strong pipeline of potential accounts. Maintain and update CRM pipelines with notes, tasks, and next-step activities. Execute systematic follow-up-multiple touchpoints per lead-to convert interest into confirmed orders. Expected activity metrics: 50-100 outbound touchpoints per week (calls, emails, follow-ups) Consistent weekly Zoom meetings with new and existing accounts Structured follow-up cycle after trade shows, samples, and outreach campaigns Trade Shows & Industry Events Plan, coordinate, and execute wholesale presence at industry trade shows, buying markets, and regional events. Serve as the primary storefront sales leader-sharing the collection, securing orders, and fostering long-term relationships. Conduct pre-show prospecting, scheduling, and outreach to maximize booth traffic. Complete all post-show follow-up through calls, emails, and Zoom meetings to convert leads into purchase orders. Expected travel: 8-12+ trade shows or industry events per year, depending on seasonality and growth goals. Collaboration & Internal Alignment Partner with logistics, product development, marketing, and finance teams to align on inventory, launches, product releases, and wholesale needs. Communicate retailer feedback and market insights to support forecasting, design direction, and assortment planning. Provide training and support to retail partners to enhance storytelling, merchandising, and sell-through. Qualifications 3-5+ years of experience in wholesale account management or B2B sales (fashion, accessories, lifestyle, or consumer goods preferred). Strong outbound sales skills with experience closing business over phone and Zoom. Proven track record of exceeding sales targets and growing revenue channels. Comfortable attending and selling at trade shows, events, and markets. Strong presentation, negotiation, and relationship-building capabilities. Proficiency with CRM tools (GoHigh Level, Hubspot, or similar). Organized, self-driven, and capable of managing a large pipeline of accounts. Willing to travel 20-40% of the time for trade shows and retailer visits. Compensation & Opportunity Base Salary + Competitive Commission Structure Year-One Expected Earnings: $100,000+ (OTE with no cap) Opportunity to help design and build the wholesale sales infrastructure, including CRM workflows, scripts, processes, and future hiring standards. High upside for long-term growth as the wholesale division scales into a larger sales team. Success in This Role Looks Like ✔ Consistent month-over-month revenue growth ✔ Top accounts nurtured and actively reordering ✔ Strong pipeline of new wholesale partners added each quarter ✔ High trade show ROI through bookings and follow-up conversions ✔ Efficient systems created to support future team expansion ✔ Improved wholesale sell-through and retailer engagement Perks Comprehensive medical, dental, and vision coverage Paid volunteer hours through the Giving Goodness Foundation™ Team discounts on all Origami Owl jewelry and collections Our Promise · At Origami Owl, you'll be part of a brand built on purpose, creativity, and connection. Together, we design more than jewelry-we design moments that matter. 💖

For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously growing, we are expanding our reach by opening more stores to meet the increasing demand. Our dedication to quality, style, and affordability has solidified our reputation as a trusted and recognized brand worldwide. Purpose at Ashley The Sales Manager holds primary responsibility for managing and driving sales and margin within the retail store, aligning with the financial plan by overseeing a sales team. Inaddition to driving sales, the Sales Manager supports the Store Manager in fostering a high-performing sales culture, strategically managing talent, and recruiting and developing sales staff while embodying Ashley's Culture and Vision to enhance brand perception and become the go-to destination for home furnishing needs. Serving as a role model for guest relationship-building, the Sales Manager leads and develops retail sales associates in executing the Company's sales approach, manages store operations such as opening and closing procedures, and ensures compliance with policies and procedures to deliver an exceptional in-store experience. Without the Store Manager, the Sales Manager may assume full leadership responsibilities for the store. What You'll Do Recruit, onboard, train, and motivate sales associates while fostering a positive work environment conducive to high performance and low turnover. Conduct performance reviews, offer ongoing coaching, and facilitate strategic engagement activities such as huddles to align store decisions with company strategy. Lead store sales associates to meet sales and profit goals while fostering a high-performing sales culture aligned with company strategy. Facilitate promotional events and provide daily sales training and product education, ensuring consistent and strategic selling to maximize results and uphold company standards. Utilize analytics and insights to create targeted selling development plans for retail sales associates, providing relevant insights on offers, assortment, and selling processes. Ensure consistent store maintenance and adherence to standards throughout, optimizing assortment and maintaining a visible presence on the floor to drive business ethically. Cultivate a customer-centric culture within the store, emphasizing the importance of prioritizing customer satisfaction. Empower the team to address customer issues promptly and empathetically, ensuring efficient resolution. Track and analyze customer feedback to identify areas for improvement and enhance the overall customer experience. Serve as a role model of Ashley's culture and vision, embodying the company's values and principles in all interactions. Manage customer engagement throughout the entire lifecycle, fostering strong relationships and maximizing customer satisfaction at every touchpoint. Complete any additional tasks as assigned by management. What You Bring Associate degree in Business Administration or related field or equivalent work experience required 2 years' experience in retail sales required Supervisory/Management experience required Strong business knowledge with basic financial acumen Flexible and willing to work extended hours when necessary Ability to work weekends and holidays Excellent interpersonal skills Excellent verbal and written communication skills Effective time management and organizational skills Analytical and problem-solving skills Proficient mobile & computer skills, including experience with Microsoft Office Suite, internet What's In It for You When you join us, you are eligible to participate in our comprehensive benefits programs, which include: Health, dental benefits, and vision insurance Employee Discount from 10% - 30% Life/Disability Insurance Flex Spending Account 401K Paid Time Off & Holidays Paid Birthday Learn more about who we are and the causes we support here Apply now and find your home at Ashley!

CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client Relationship Manager Job Description ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices We are currently recruiting for a Consulting Actuary/ Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices. The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region. The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include : Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions, Establishing rapport and building effective working relationships within client organizations, Innovation of the client deliverable and industry presence, Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry, Applying an understanding of complex actuarial concepts, methods and applications, Collaborating with others at Segal to build and maintain effective and influential client relationships, and Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market. The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams. Qualifications Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment, Minimum of an undergraduate degree, Minimum ASA accreditation (FSA preferred), Ability to step immediately into a direct client contact role, Strong business acumen and leadership ability, Demonstrated success as a relationship builder/collaborator, Demonstrated experience and success in managing client relationships, Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon, Ability to analyze and identify issues to develop solutions, Effective interpersonal and communication (verbal/written) skills, Ability to work collaboratively with a diverse audience of colleagues and clients, and Ability and interest to travel as needed to meet with clients and prospects. Additional Information Base Salary - USD $121,000-$180,000 Plus opportunity for a discretionary performance bonus based on company profitability and employee performance Our highly competitive compensation package and outstanding benefits All your information will be kept confidential according to EEO guidelines.

Requirements Minimum 5 years of experience in cash management, sales, and relationship management. Proven track record in new business development, utilizing strong selling and negotiation skills. Comprehensive understanding of Treasury Service products, credit and risk processes, overdraft management, and pricing strategies. Exceptional verbal and written communication abilities. Ability to build strong relationships with clients, colleagues, external centers of influence (COIs), and consulting organizations. Strong time management, organizational, and planning skills. Demonstrated success in meeting or exceeding sales goals as a top individual contributor. Preferred Qualifications, Capabilities, and Skills Bachelor's degree. Certified Treasury Professional (CTP) designation (Preferred). Strong problem-solving skills and ability to propose creative solutions. EEO Statement: We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job Title: Data Relationship Manager Duration: 1-3 Years About the Role We are seeking a highly motivated and detail-oriented Data Relationship Manager to support enterprise-wide data identification, documentation, integration, and governance efforts. This role functions as a bridge between business operations and data stewardship, ensuring the integrity, clarity, and usability of information across multiple systems. The ideal candidate will be skilled in organizing complex data structures and supporting strategic data asset oversight. Key Responsibilities Data Identification & Documentation Partner with business units to identify critical data elements across facilities, HR, operations, and asset management. Document data sources, definitions, relationships, and workflows in a structured, accessible manner. Data Ontology & Semantics Develop and maintain data ontology frameworks to ensure consistent definitions and relationships. Align business terminology with technical metadata for semantic clarity and system interoperability. Data Integration Work with technical teams to integrate and structure business data across multiple enterprise platforms. Ensure data consistency, accuracy, and completeness across systems and technologies. Workflow Support Map and document data collection and maintenance workflows to support operational and strategic asset management needs. Reporting & Configuration Collaborate with stakeholders to define reporting requirements. Assist in configuring application settings that support asset management and data governance goals. Data Governance & Quality Advocate for data quality standards and contribute to data governance processes. Monitor data integrity and coordinate resolution of discrepancies or data gaps. Stakeholder Engagement Serve as liaison between business teams, IT, and asset management groups to align data needs with system capabilities. Continuous Improvement Recommend enhancements to data management processes, metadata practices, and asset tracking methodologies. Qualifications Bachelor's degree in Information Systems, Business, Data Management, or related field (or equivalent experience). 3+ years of experience in data management, business analysis, ERP/CRM/HCM systems, or related domains. Strong understanding of semantic web technologies (RDF, OWL, SKOS, SPARQL). Experience with metadata standards (e.g., ISO 11179) and metadata management tools. Solid understanding of data modeling, data lifecycle management, and workflow documentation. Familiarity with asset management, ERP, CRM, or HCM platforms (preferred). Proficiency in reporting tools and database querying. Ability to define and enforce data definitions, lineage, and usage standards. Excellent communication skills, especially in translating technical concepts to non-technical stakeholders. Strong ability to abstract, organize, and communicate complex data relationships. Preferred Certifications (Optional) DAMA Certified Data Management Professional (CDMP) TOGAF (Enterprise Architecture) Certified Knowledge Manager (CKM) Semantic Web / Linked Data certifications About Navitas Partners, LLC: It is a certified WBENC and one of the fastest-growing Technical / IT staffing firms in the US providing services to numerous clients. We offer the most competitive pay for every position. We understand this is a partnership. You will not be blindsided and your salary will be discussed upfront.

We are currently recruiting for 2 different Multi-Family Offices seeking Relationship Managers with UHNW planning backgrounds to counsel clients (25mm - BB+ client range) Manage client engagements with the goal of developing complex wealth planning solutions and strategies Emphasis on high-touch client service and deep technical planning Extensive opportunity to take on new responsibilities and advance within the organization First point of contact with clients Requires 12+ years' of comprehensive wealth planning experience for UHNW clients Advanced degrees or professional designations are a plus ~Relocation Assistance Available~

Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for self-motivated, well-rounded Commercial Relationship Managers looking to create possibility for their customers. We have the people, the platform, and the reach that will launch success for those who want to get business across the goal line. Successful Bankers in our organization have a confident tenacity in relationship building, strong personal brands and consistently generate business. If you bring the passion, we provide the team, the thriving environment, and the support to bring out the best in you! Description: The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy. Responsibilities: Responsible for expanding, managing and optimizing a portfolio of commercial clients. Lead and Participate acquisition and documentation of loan and deposit transactions. Coordinate the completion of credit applications and credit administration. Properly structure and price loan, deposit and TM transactions/relationships. Present credit requests to senior management and/or the company's Loan Committee for review and approval. Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel. Respond to referrals from senior management and others. Actively participate in new business development programs and acquire new clients Interview commercial loan and deposit applicants. Structure and analyze new and renewed loan requests and make loans within lending authority. Close loans and new deposit relationships. Complete file documentation. Monitor compliance with loan policies and appropriate regulations. Work with credit to assign appropriate risk grades to loans and relationships. Collect past due loans, unless assigned to the centralized collectors. Handle customer service matters and inquiries for lending and non-lending issues. Send financial statements to the credit analysts for spreading and analysis. Monitor and evaluate the performance of direct reports. Provide informal training and guidance for less experienced lenders. Participate in community activities and organizations. Refer appropriate banking opportunities to other departments and personnel. Cross sell all company products and services. Education / Experience Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master's Degree or MBA preferred. 5+ years of account relationship management experience. 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred. 5+ years of relationship management experience around deposits and TM Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. Experience in structuring and pricing loan, deposit and TM relationships. Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy. Requirements:

We're working with a global digital transformation consultancy that supports enterprise clients across 40+ countries. They specialise in helping organisations modernise their technology, unlock data insights, and drive meaningful change through cloud, AI, analytics, and automation services. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"**********0","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"IT Services"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"Salary","uitype":1,"value":"$180,000 \- $200,000 base salary"},{"field Label":"City","uitype":1,"value":"Phoenix"},{"field Label":"Province","uitype":1,"value":"Arizona"},{"field Label":"Postal Code","uitype":1,"value":"85001"}],"header Name":"Client Partner \- Healthcare","widget Id":"**********011497","is JobBoard":"false","user Id":"**********072003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********920001","FontSize":"15","location":"Phoenix","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.eu\/recruit\/JBApplyAuth.do","logo Id":"b8w4627c8fab278304b44859b0aef114c9915"}

At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for self-motivated, well-rounded Commercial Relationship Managers looking to create possibility for their customers. We have the people, the platform, and the reach that will launch success for those who want to get business across the goal line. Successful Bankers in our organization have a confident tenacity in relationship building, strong personal brands and consistently generate business. If you bring the passion, we provide the team, the thriving environment, and the support to bring out the best in you! Description: The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management as part of the Commercial Line of Business, to develop, implement and execute a defined business plan and market strategy. Responsibilities: Responsible for expanding, managing and optimizing a portfolio of commercial clients. Lead and Participate acquisition and documentation of loan and deposit transactions. Coordinate the completion of credit applications and credit administration. Properly structure and price loan, deposit and TM transactions/relationships. Present credit requests to senior management and/or the company's Loan Committee for review and approval. Manage all aspects of client relationships consisting of the portfolio loans, deposits, and other products. Refer other traditional non-loan banking services to team members specializing in Wealth Management, Residential Mortgages, Treasury Management Services and appropriate banking opportunities to other departments and personnel. Respond to referrals from senior management and others. Actively participate in new business development programs and acquire new clients Interview commercial loan and deposit applicants. Structure and analyze new and renewed loan requests and make loans within lending authority. Close loans and new deposit relationships. Complete file documentation. Monitor compliance with loan policies and appropriate regulations. Work with credit to assign appropriate risk grades to loans and relationships. Collect past due loans, unless assigned to the centralized collectors. Handle customer service matters and inquiries for lending and non-lending issues. Send financial statements to the credit analysts for spreading and analysis. Monitor and evaluate the performance of direct reports. Provide informal training and guidance for less experienced lenders. Participate in community activities and organizations. Refer appropriate banking opportunities to other departments and personnel. Cross sell all company products and services. Education / Experience Bachelor's Degree in Business Administration, Economics, Finance, Mathematics or Statistics with a minimum of 12 semester hours of Accounting; Master's Degree or MBA preferred. 5+ years of account relationship management experience. 5+ years of relationship management experience with the majority of the time spent in commercial lending and/or agriculture related lending activities preferred. 5+ years of relationship management experience around deposits and TM Formal credit training such as RMA, Omega CLB, or Regional or State Banking School preferred. Experience in structuring and pricing loan, deposit and TM relationships. Must be proficient in Microsoft Office Suite and Excel and Word specifically. Must possess sales and leadership abilities. Must be able to work flexible hours. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description The Client Relationship Manager is the point of contact for our high-level Wealth Management clients. The position will manage and grow the existing client relationships and develop strategies and programs to enhance and improve the way Visory engages existing clients and partners. The Client Relationship Manager will work on any other initiative and ongoing projects as assigned in addition to any other duties the Company may assign. The Client Relationship Manager will report to the VP, Client Success. Duties/Responsibilities: Act as the primary point of contact for Wealth Management clients to ensure a strong client/vendor relationship Acts to translate client issues and needs from the client to the technical team and back again to champion issues through resolution Coordinate with the Technical Sales and Solution Engineers and/or Project Team resources to initiate project work and enhancements to the client's IT infrastructure Direct the monthly/quarterly client review process for assigned clients and develop strategies to grow and improve the scope of each relationship Required Skills/Abilities: Technical knowledge is strongly preferred Exemplary client services skills and a high level of sensitivity to client's needs with the ability to maintain and extend client relationships Experience in relationship management at the C level of organizations across a broad spectrum of industries Good conflict resolution and problem-solving skills Strong written and verbal communications skills along with the ability to think and execute strategically Excellent time management skills with a proven ability to meet deadlines Basic understanding of IT networking structures and terminology Proficient with Microsoft Office Suite or related software Education and Experience: Experience as a relationship manager in the Financial Services sector strongly desired but not required Basic understanding of IT networking structures and terminology Bachelor's degree in computer science or business management strongly preferred At least two years related experience required Physical Requirements: Prolonged periods of sitting at a desk and working on a computer Must be able to lift up to 15 pounds at times

At RxVantage we transform how medical practices engage with life sciences resources and expertise to improve patient care. Our platform intelligently connects healthcare providers with the precise life sciences experts that they need, when they need them. As a result, medical practices stay on the cutting edge of patient care without disrupting workflows. Trusted by tens of thousands of practitioners and every leading life sciences company, RxVantage powers millions of meaningful connections between healthcare teams and industry experts. Location: Our “Work from Anywhere” philosophy is aimed at making sure we bring a diverse range of thought leadership so that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment where they can do their best work. Position Overview: We're looking for a proven Client Services leader to join our rapidly growing Life Sciences team. This is a critical role as RxVantage continues to expand its position as a trusted, strategic partner to leading life sciences companies. The ideal candidate brings deep experience working with Life Sciences organizations and strong relationships across Commercial functions (Sales, Marketing, Innovation, and more). They will make an immediate impact by leveraging this network, engaging key stakeholders, and driving measurable outcomes across their portfolio of accounts. To succeed in this role, you must thrive in a fast-paced, high-growth environment, welcome change, and bring the drive to deliver outstanding results for yourself and for RxVantage. What you'll be doing: Own and grow a portfolio of 15-20 life sciences enterprise accounts, ensuring clients view RxVantage as a trusted, strategic partner. Drive client success by proactively meeting known needs, uncovering new opportunities, and ensuring a consistently high level of satisfaction. Lead strategic account planning, aligning on client priorities, challenges, and goals while collaborating closely with Business Development to identify expansion opportunities. Identify and engage priority stakeholders across functions to drive adoption/usage, growth, and long-term success. Drive retention and growth by owning and managing pipeline, advancing opportunities, and creating strategic account plans and proposals in partnership with Business Development. Own and guide renewal conversations with clients, overseeing the full renewal process to ensure retention across your book of business. Lead and develop direct reports, providing coaching, feedback, and direction to ensure they deliver on client strategies and growth plans. Track impact and performance by monitoring KPIs for both client outcomes and team success, ensuring retention and growth targets are met. Partner cross-functionally with Business Development, Strategy, Operations, & Product teams to deliver a seamless, end-to-end client experience. Stay ahead of industry trends, bringing insights back to clients and the team to strengthen relationships and elevate the value RxVantage provides. Collaborate with Client Partners across accounts to share best practices, leverage collective expertise, and strengthen team capabilities. What you should have: Incredibly high ethical standards and a deep understanding of the importance of ethics and compliance in the life sciences industry. 15+ years of Client Service/Success experience managing enterprise relationships and selling into life science companies. Proven ability to build trust quickly with prospects and clients, and to cultivate lasting, strategic business partnerships. Strong strategic and analytical mindset, with expertise in interpreting metrics and turning insights into action. Exceptional business acumen, with the ability to assess client needs, uncover opportunities, and drive growth. Outstanding communication skills (written, verbal, and presentation), with the ability to influence at all levels. Experience with CRM (Salesforce or equivalent) to manage pipeline and client activity. Proven track record developing and executing complex strategies for life sciences clients. Experience with cross-functional implementation teams, ensuring successful execution and measurable outcomes. Benefits: Competitive Salary 100% Company-Paid Premiums for Employee's Medical Health (HDHP 4500), Vision, and Dental Plans + $4,400 company sponsored contribution into an HSA Short-term and Long-term Disability Life Insurance 401k Matching Work from Anywhere within the US Flexible PTO 100% Paid Parental Leave Post-Parental Leave Program - $5k stipend to assist with expenses, 4 week 100% paid “Ease-Back” return to work transition period Charitable donation matching Location: Our “Work from Anywhere” philosophy is aimed at making sure that we recruit a diverse range of thought leadership to ensure that our technology is better able to serve local health care providers. Our goal is to hire the country's top talent and allow them to create an environment within the U.S. where they can do their best work. About Our Organization: At RxVantage, we're a small company with a big mission: to connect healthcare providers with the right life science experts and resources they need, exactly when they need them, to improve patient care. We've built a software platform that's changing the way providers learn about the latest medical advancements and technologies. Every year, our platform powers over 1 million educational exchanges between medical practices and life science companies, making it easier for them to stay informed and provide better care. We have a proven product, a strong mission, and a passionate team. Now, we're looking for talented people to help us grow even more. If you're driven, eager to make an impact, and ready to be part of something meaningful, we want to hear from you! --- RxVantage is an equal opportunity employer and dedicated to ensuring that we represent the local communities where our health and wellbeing providers serve as pillars of support to our family, friends, and neighbors. Our representation within these communities allows us to embody a diverse set of backgrounds, experiences, abilities and perspectives; and provide an inclusive environment for our team to feel empowered to be their authentic selves, without fear of harassment or discrimination.

The Relationship Manager will be responsible for developing sound and profitable relationships. As a family owned bank, the ultimate goal is to establish relationships that span decades and generations. In addition, the Relationship Manager will actively pursue business development opportunities to create a profitable loan portfolio. This will involve developing, managing and maintaining relationships with commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M. •Candidates must possess 5+ years of experience in complex commercial real estate lending and account management experience in a financial institution. • Acquire qualified referrals from existing customers and investors. • Maintain thorough knowledge of the local real estate market to accurately underwrite lending opportunities. • Grow and maintain a portfolio that achieves the company's goals and profitability. • Document, close and administer all loans with excellence using best practices. Additional requirements include: • Deep connections to the Phoenix real estate community including a proven track record of building a portfolio. • Excellent verbal and written communication skills. • Thorough knowledge in review, analysis, and underwriting all product types related to commercial real estate loans and personal/corporate financial statements pertaining to Sponsors/Guarantors. • A Bachelor's degree in finance, economics or related field. Commensurate experience considered in lieu of degree. • Thorough understanding of commercial building construction procedures and practices.

We are seeking a highly motivated and detail-oriented Data Relationship Manager to join our team. This position plays a critical role in identifying, documenting, organizing, and integrating business data into our enterprise systems. The ideal candidate will bridge the gap between business operations and data stewardship, ensuring data integrity and usability to support effective data asset oversight. Key Responsibilities Data Identification & Documentation: Collaborate with business units to identify critical data elements required for facilities, HR, operations and enterprise asset management. Document data sources, definitions, and workflows in a structured and accessible format. Data Ontology & Semantics: Drive the development and maintenance of data ontology frameworks to ensure consistent data definitions and relationships across the organization. Collaborate with stakeholders to align business concepts with technical metadata, enabling semantic clarity and interoperability across systems. Data Integration: Collaborate with technical teams to structure and integrate business data across enterprise systems, ensuring consistency, accuracy, and completeness regardless of platform or technology stack. Workflow Support: Assist the business in understanding the data collection and maintenance processes, including mapping workflows to support operational and strategic asset management needs. Reporting & Configuration: Collaborate with stakeholders to define and develop reporting requirements. Support the identification and configuration of application settings that align with asset management goals. Data Governance & Quality: Champion data quality standards and contribute to data governance practices. Monitor data integrity and coordinate with relevant teams to address discrepancies or gaps. Stakeholder Engagement: Act as a liaison between business users, IT, and asset management teams to align data needs with system capabilities and organizational objectives. Continuous Improvement: Recommend enhancements to data management processes and asset tracking methodologies based on evolving business needs. Qualifications Bachelor's degree in Information Systems, Business, Data Management, or related field;equivalent experience considered. 3+ years of experience in data management, business analysis, ERP, CRM, or HRM systems. Deep understanding of semantic web technologies, including knowledge of RDF, OWL, SKOS, SPARQL, and related standards. Experience with metadata standards (e.G., ISO 11179) and tools. Strong understanding of data modeling, data lifecycle, and workflow documentation. Familiarity with asset management, CRM, ERP or HCM platforms is a plus. Proficient in reporting tools and database querying Ability to define and enforce data definitions, lineage, and usage standards. Excellent communication skills with the ability to translate technical concepts for non-technical stakeholders. Strong ability to abstract and organize complex data relationships. Certifications (Optional but Valuable) DAMA Certified Data Management Professional (CDMP) TOGAF (for enterprise architecture) Certified Knowledge Manager (CKM) Linked Data or Semantic Web certifications

You are a strategic thinker, passionate about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Payment Facilitator clients. You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services to support these sophisticated providers that offer diverse payment methods and flexible payout solutions. You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships and related third party vendors that support the relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, cross-selling value-added services, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job Responsibilities: Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment. Required qualifications, capabilities and skills: 8 + years of experience within a strategic relationship management role, business development role; or technology related experience Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients Experience and comfort level working with C-suite level client stakeholders Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners Demonstrated ability to work across cultures with internal teams and external clients Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills Travel required-25% Preferred qualifications, capabilities and skills: Bachelor's degree or equivalent experience; MBA desired Expertise in specialized industries such as, with other financial institutions, payment facilitators, fintech, billers, major and specialty retail and vertical knowledge within the payments industry is a plus FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

ADP is hiring an Executive Relationship Manager. In this position you will develop and enhance strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. He/She possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. This person identifies new service and/or product opportunities and coordinates as necessary with Sales. They act as a liaison between the client and ADP, serving as an internal client advocate. Includes approximately 30-40% travel. . RESPONSIBILITIES: Develops and enhances strategic business partnerships by building trust with our clients' key decision makers to drive client retention/improve loss prevention. Possesses a complete understanding of our clients' business objectives, strategic direction and requirements to proactively demonstrate and deliver increased value through life cycle of the client. Is introduced to the client during the implementation process. Acts as a liaison between the client and ADP, serving as an internal client advocate. Maintains a comprehensive understanding of the entire ADP product suite and coordinates communication among the various business partners. Level I/II - Assigned client base as defined by the Relationship Management Strategy Proactively ensures client satisfaction through periodic conference calls and client visits. Promotes client participation in focus groups to solicit feedback on product/service initiatives. Communicates and promotes key ADP initiatives to the client (e.g., user group meetings, product enhancements, etc.). Coordinates client projects, resolution of critical service issues, and follow-up to quality survey feedback. Determines the components of projects and prepares comprehensive project plan and scope of all required activities. Communicates status and next steps to the client and appropriate internal ADP partners. Identifies new service and/or product opportunities and coordinates as necessary with Sales. Performs strategic account review with the client to reinforce the ADP value proposition by maintaining comprehensive and timely records on service activities. Adheres to standard ADP tools and processes (i.e., tracking calls in CRM System, case management, etc.) for recording and responding to service activities (i.e., clients visited, presentations made, etc.). Produces detailed trip reports and distributes to all appropriate parties. Partners with internal ADP business partners as required, to enable seamless delivery of ADP Services and strategic planning. Mentors and coaches less tenured or newly hired Account Manager associates on product knowledge, process and procedures and relationship skills. Performs other related duties as assigned. QUALIFICATIONS REQUIRED: 8 to 12 Years Demonstrated proficiency in managing larger more complex client account relationships with multiple products.