Client Executive (New Business)
Relationship manager job in Raleigh, NC
WorkSmart is seeking a dynamic and results-driven Client Executive to join our sales team. The Client Executive identifies and pursues sales opportunities for new clients within a specific geographical area and client profile. The ideal candidate has a proven track record of closing new business in the technology field. This role requires a proactive individual with excellent communication skills and the ability to understand and meet client needs.
Core Responsibilities
Grow market share by locating, negotiating, and closing sales opportunities, including developing business relationships with prospects and key stakeholders.
Collaborate with technical staff to create, present, and refine detailed proposals with technology solutions that will meet the client's needs.
Ability to self-direct, self-pace, multi-task, and successfully perform under pressure of deadlines and conflicting priorities.
Build and maintain a robust pipeline of qualified prospects.
Develop relationships with other complimentary business partners who may refer and introduce WorkSmart into their client base.
Partner with internal teams to ensure successful client onboarding and satisfaction.
Conduct thorough needs analysis and present tailored IT solutions to potential clients.
Prepare and deliver compelling sales presentations, business cases, and proposals that align to client's desired business outcomes.
Stay up to date with industry trends, competitive landscape, and WorkSmart service offerings.
Requirements
Proven track record of closing new business in the technology field.
Strong understanding of managed IT services and information technology solutions, including:
MSP-related offerings
Microsoft-related offerings
Security-related offerings
Cloud-related offerings
Knowledge of the latest technology trends and developments.
Strong analytical and problem-solving abilities.
Excellent communication, presentation, negotiation, and interpersonal skills.
Ability to work independently, as part of a team, and with individuals at all levels of an organization.
Willingness to work a flexible schedule.
Preferred Skills:
Bachelor's degree in Business, Marketing, Information Technology, or a related field.
You'll also need:
Excellent communication (written and oral) skills
Excellent documentation and record-keeping skills
The desire and ability to learn new technology
This is a hybrid position. Employees will work both on-site and remotely. Client site visits are also an expectation of this role.
Benefits
This is a full-time salaried position with excellent benefits.
Commission pay
Health, Dental, and Vision insurance
Short and Long-Term Disability, plus Basic Life, at no cost to you
401(k) with corporate match
Wellbeing reimbursement
Up to 4 paid days per year for volunteer activities
Core Values
Our core values define our culture and how we approach working with clients, hiring new teammates, and rewarding each other, and they even allow us to consider when someone is not a good fit. We all use these core values as a filter through which we make decisions. And by embodying these values as an organization and as individuals, we will continue to grow and succeed.
Be Curious
We embrace curiosity as a driver of growth and innovation. Being curious means asking questions, seeking new perspectives, and continuously learning. It's about challenging assumptions, exploring possibilities, and staying open to change.
Be A Good Steward
We responsibly manage the resources entrusted to us-time, talent, capital, and relationships-with care and integrity. Being a good steward means acting with long-term vision, making thoughtful decisions, and leaving things better than we found them.
Put People First
We prioritize people in every decision and interaction. By leading with empathy, respect, and care, we create a culture where individuals feel valued, supported, and empowered to thrive. When people come first, everything else follows.
Be Accountable
We take ownership of our actions and outcomes. Being accountable means following through on commitments, learning from mistakes, and holding ourselves to the highest standards of integrity and performance. We own the results-good or bad-and strive to continuously improve.
Pharmacy Relationship Manager
Relationship manager job in Durham, NC
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Client Relationship Manager
Relationship manager job in Raleigh, NC
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people.
Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Raleigh, NC. This is a full-time position that offers a competitive base salary, plus commission, along with benefits.
The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.
Responsibilities:
Outside face to face sales
New business development, account management, client retention
Develop and maintain your book of business
The benefits of being an Ernest Client Relationship Manager:
develop, keep, and manage your own accounts
continue to make residual income from your accounts
and of course a strong base salary + commission + benefits
uncapped earnings potential
Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:
Ernest's Cardboard Guitar Strikes a Chord
Moving Packaging Forward
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
Auto-ApplyC&I Relationship Manager IV (HYBRID--Raleigh, NC)
Relationship manager job in Raleigh, NC
The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio. The Relationship Manager is responsible for marketing a range of products and services to medium and large commercial clients and services and originates most challenging and complex C & I loans. Manages and develops a portfolio of complex commercial relationships and ensures retention of total client assets, credit quality and net growth in relationships. The Relationship Manager will play a vital role in the growth and development of the commercial banking portfolio and market share. Primary focus will be to profile and sell/cross-sell commercial products to our existing client base, as well as prospects.
Position Accountabilities
Work closely with internal partners to facilitate the development of new business relationships as well as develop prospects through lead lists and Centers of Influence (COI). Responsible for retaining and expanding existing customer relationships.
Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $20 - $150 million, obtaining deposits and cross-selling other Bank products and services along with building strong customer relationships.
Prepare correspondence, commitment letters, loan memorandums and associated documents as required.
Monitor loan portfolio and maintain updated financial information.
Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring and regulatory requirements.
Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure and business strategy as well as commercial and regulatory guidelines.
Identify and successfully capitalize on cross-sell opportunities and makes appropriate referrals.
Execute a call program to acquire, retain and expand existing customer relationships.
Maintain pipeline of existing relationships and new prospects.
Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met.
Assist in mentoring teammates, to include credit analysis, financial spreading and underwriting.
Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients.
Work with Treasury staff to solicit treasury services and deposit accounts.
Prepare correspondence, commitment letters, and loan memorandums and associated documents as required.
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations and guidelines.
Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.
Other Duties as Assigned
Organizational Relationship
This position typically reports to a Team Leader, Group Leader or Regional President
Position Qualifications
Education & Experience
Bachelor's degree in Business, Economics, or finance preferred or equivalent banking experience
Minimum 10 years of commercial banking experience and a proven track record of generating deposit and fee income
Knowledge & Skills
Strong credit skills
Ability to independently manage a specialty line of lending and complex lending structures.
Very strong professional writing skills, can articulate a customer's business needs succinctly and accurately in credit packages
Demonstrates effective problem solving and excellent collaboration and inter-personal communication skills.
Possesses excellent C & I lending and product knowledge and organizational skills.
Ability to make knowledgeable loan decisions based on information supplied by the customer verified through a rigorous underwriting process, strong ability to structure loans, strong credit skills.
Proven track record with sales and new business development in conjunction with exceeding sales goals.
Ability to work well in a sales driven environment
Ability to manage multiple tasks at one time without supervision.
Knowledge of applicable laws and regulatory compliance related to commercial lending.
Proficient computer skills with a good working knowledge of Microsoft Office Programs including Excel, Word and Outlook.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Relationship Manager - Corporate Asset Finance
Relationship manager job in Raleigh, NC
**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets.
**Key Responsibilities and Duties**
+ Develops prospect and customer databases to generate direct and indirect leads.
+ Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters.
+ Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions.
+ Ensures overall customer satisfaction by managing all day-to-day customer facing requirements.
+ Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers.
+ Develops specialized product knowledge and financing expertise for covered industries.
+ Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses.
**Minimum Qualifications:**
+ 5 years of Corporate Asset Finance or Large Equipment Finance experience
+ Proficient in lease structuring and pricing (Supertrump)
**Preferred Qualifications:**
+ Tenured direct relationship management/origination experience
+ Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc.
+ Significant direct "cold calling" experience
**Educational Requirements**
+ University (Degree) Preferred
**Role Specific Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8IC
**Additional Job Description:**
+ This position will focus on lending and leasing through direct relationships.
Posting End Date: 12/10/25
**Job Seeker Notice**
EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.
VEVRAA Federal Contractor
Member FDIC
Notice to Job Seekers (*********************************************************
**Pay Range** $182,100 - $246,400
EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.
We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
Client Engagement Manager - Life Sciences Strategy & Intelligence
Relationship manager job in Raleigh, NC
Who We Are Imagine the opportunity to work with some of today's top pharmaceutical, biotech, and medical device companies. Imagine a career where every day brings something new, something different, something challenging. This is what it's like to work at Sedulo Group.
Sedulo Group (********************* named one of Consulting Magazine's
Best Firms to Work For
and recognized by
Inc. Magazine
as one of the fastest growing privately held consulting firms in America, is a thought leader in the integration of competitive strategy, competitive intelligence, and market research.
We are a competitive strategy consultancy that works on behalf of our clients to understand their competitive environment and outmaneuver their competition. Our work shapes strategy at the highest levels of the life sciences industry and, by extension, positively impacts patients' lives.
About the Role
We are seeking an experienced and driven Client Engagement Manager (CEM) to join our Life Sciences Strategy & Intelligence practice. The CEM is a key client-facing role responsible for leading day-to-day project delivery, guiding analyst teams, and ensuring that Sedulo consistently exceeds client expectations.
This role requires someone who can synthesize complex scientific, clinical, and commercial information into clear, strategic insights, while managing multiple client relationships with confidence and professionalism.
What You'll Do
Lead client engagements from project initiation through delivery, serving as the primary day-to-day contact and trusted advisor to client stakeholders.
Design comprehensive research plans aligned to client objectives, coordinating with research specialists to ensure the work delivers meaningful, actionable insights.
Guide, mentor, and oversee analyst teams, providing structure, direction, and quality control across research, analysis, and deliverable development.
Synthesize complex scientific, clinical, and commercial data into compelling insights and recommendations in an executive-level writing style.
Develop and deliver client-ready outputs including strategic landscape assessments, monitoring reports, and actionable intelligence summaries.
Lead and participate in scenario planning workshops, helping clients anticipate competitive moves and shape strategy.
Drive project management activities, ensuring proper project setup, resource allocation, and budget management, while maintaining clear objectives, timelines, workflows, and quality standards across multiple client engagements.
Foster strong client relationships, anticipating needs, managing expectations, and consistently delivering above expectations.
Support business development efforts through background research for proposals, participation in proposal meetings, and representing Sedulo at industry events.
Our Ideal Candidate
Education
Bachelor's degree in a life sciences discipline (Biology, Biochemistry, Pharmacology, or related field) required.
Advanced degree (MS, PhD, MBA) preferred.
Experience
3-6 years of relevant experience in life sciences consulting, competitive intelligence, or strategic insights roles.
Demonstrated success managing client engagements and leading project teams in the pharmaceutical or biotech sector.
Strong understanding of drug development processes, therapeutic landscapes, and the intersection of scientific, clinical, and commercial drivers.
Proven ability to deliver high-quality, executive-level deliverables in PowerPoint and Word.
Skills & Attributes
Excellent written and verbal communication skills with the ability to distill information into concise, actionable insights tied to key client objectives.
Strong project management skill set, with the ability to manage multiple projects and priorities effectively.
Inquisitive nature and analytical thinking, with the ability to connect dots across diverse information sources.
Willingness and desire to work across multiple therapeutic areas, adapting quickly to new domains.
Strong interpersonal and collaboration skills; able to work effectively across internal and external teams.
Ability to lead, mentor, and coach individuals to develop their analytical and consulting capabilities.
High attention to detail, intellectual curiosity, and pride in producing top-tier client deliverables.
Advanced proficiency in Excel and PowerPoint.
Compensation & Benefits
Competitive base salary
Performance-based bonus
Comprehensive benefits package (health, vision, dental, life and disability, 401k with match, PTO, holidays, and professional development)
Remote position with opportunities to travel occasionally for team meetings, client engagements, and industry events
Why Sedulo?
At Sedulo, you will:
Lead high-impact client engagements that influence top-tier life sciences strategies.
Work directly with global pharma and biotech leaders.
Contribute to business growth and represent Sedulo in the industry.
Join a firm recognized for excellence, growth, and culture.
Collaborate with colleagues who share your commitment to quality, curiosity, and insight.
Auto-ApplyGrowth Client Partner
Relationship manager job in Raleigh, NC
Growth Client Partner - Trianz Services
Trianz is at the forefront of accelerating digital transformations for enterprise clients. We are completely focused on the Digital Evolution philosophy, delivering our value proposition consistently through strong Digital Transformation-centric practices, a Client-Centric Approach, Predictability in Execution, and establishing a Unique Relationship Experience. Our culture of innovation encourages our people to create while emphasizing the importance of training and development.
Position Overview
Role: Growth Client Partner
Location: : Any city in the Midwest to Phoenix, Atlanta, or Charlotte
Employment Type: Full-time
We are seeking a senior Growth Client Partner with deep understanding of Digital Transformation and client challenges. This role requires a demonstrated track record of transitioning from traditional IT services to achieving Digital Transformation revenue goals, with the ability to evolve and grow clients as they continue investing in their digital journey.
You will partner with clients to develop shared visions of their transformation journey, understand their Digital Transformation roadmaps, and identify opportunities in early stages. The goal is to bring various Trianz practices together to help clients develop clarity on specific initiatives, their lifecycle, outcomes, and how Trianz will shape them. In addition to services, Client Partners will be empowered to position Concierto and Extrica solutions to change the game for clients and gain market penetration.
What You'll Do
Strategic Client Relationship Management
Build, foster, and manage client relationships at the Senior Director, Vice President, and CXO level
Lead perspective-based discussions to position Trianz as a premium Digital Transformation brand rather than a traditional IT services provider
Develop shared visions with clients for their digital transformation journey
Understand client roadmaps and identify opportunities in early transformation stages
Maintain smooth flow of contracts, invoices, and payments through supplier and procurement relationships
Account Growth & Development
Develop deep understanding of clients' business objectives, challenges, organizational structure, and key stakeholders
Define and execute Account Development Framework for building relationships and expanding Trianz brand presence
Grow Trianz business by positioning high-impact digital transformation solutions within existing buying centers and new Lines of Business
Position Trianz intellectual properties (Concierto and Extrica) as game-changing solutions for client penetration
Collaborate with other Trianz business groups to expand into new areas and drive growth in existing areas
Revenue & Business Management
Own accountability for revenue growth across assigned client portfolio
Drive demand generation strategy and execution through client-facing teams
Lead teams in publishing and presenting proposals (proactive and RFP/RFI responses)
Manage commercial aspects of portfolio to ensure client profitability
Govern all sales, delivery, and operations for assigned client accounts
Assess potential business risks and develop comprehensive mitigation plans
Delivery Excellence & Operations
Promote and leverage account growth through personnel dedicated to delivery management
Handle delivery management including escalations through scheduled practice reviews
Coordinate engagement reviews between clients and Trianz delivery leaders across Practice, Tech Services, and Quality Assurance
Monitor resourcing to service portfolio at all times and escalate resource concerns to Trianz Leadership
Manage and motivate Trianz employees assigned to client accounts with clear objectives and career development focus
Solution-Oriented Problem Solving
Approach challenges with solution-oriented mindset and problem-solving capabilities
Measure discussion success based on ability to create business impact that leads to growth
Work closely with Trianz Leadership, Practice Leads, Sales Directors, and client decision makers across business and IT units
Position high-impact digital transformation solutions across cross-functional client areas
What You Bring
Experience & Track Record
12+ years of strategic client account management experience in the technology services industry
Proven track record in new business development and account management within the insurance domain, working with established clients
Demonstrated success in positioning intellectual properties and digital assets as part of new business solution proposals
Seasoned leader with ability to manage and grow business and relationships within assigned accounts
Strong track record of transitioning from traditional IT services to Digital Transformation revenue achievement
Relationship & Leadership Skills
Proven ability to foster effective relationships with senior clients in both Technology and Business functions
Experience managing and motivating cross-functional teams without direct authority
Strong executive presence with ability to engage C-level executives
Excellent communication and presentation skills for senior leadership audiences
Cultural sensitivity for working with diverse, global client organizations
Digital Transformation Expertise
Deep domain expertise in digital transformation strategy and technologies
Understanding of Digital Evolution philosophy and phenomenon
Knowledge of modern technology trends, cloud platforms, and enterprise architecture
Experience with digital transformation lifecycle management and outcome measurement
Familiarity with change management and organizational transformation processes
Business & Commercial Acumen
MBA preferred
Strong business analysis and strategic thinking capabilities
Experience with contract negotiations and commercial discussions
Understanding of professional services delivery models and methodologies
Analytical skills with ability to interpret business metrics and drive profitability
Why Join Us
Be part of a high-growth product-based company that's serious about its market expansion.
Work with cutting-edge technologies and help shape their adoption across diverse industries.
Enjoy a flexible work environment that respects work-life balance.
Competitive compensation package including performance bonuses.
Opportunities for international travel and exposure to global markets.
Are you ready to lead the charge in transforming businesses through strategic partnerships? If you're passionate about technology, have a deep understanding of markets, and want to make a lasting impact, we want to hear from you!
Compensation & Benefits for Fulltime hiring.
Trianz compensation reflects the cost of labor across several US geographic markets. The base pay ranges between USD $160,000 to $200,000. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Trianz also offers comprehensive benefits including medical, dental, vision, FSA, EAP, 401(k) with Company matching, unlimited PTO, flexible schedule, and professional development assistance.
Equal Employment Opportunity
Trianz is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, special needs veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). We comply with all state and federal laws and regulations protecting employees and applicants against illegal discrimination, retaliation, and harassment. Our policy is available upon request. We consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Trianz participates in the E-Verify program in certain locations, as required by law. We are committed to providing reasonable accommodation for all qualified individuals with a disability or other reasons protected by applicable laws. If you require assistance or accommodation due to a disability or special needs to search for a job opening or apply, please email [email protected] with your request and contact information.
Trianz Privacy Notice
Trianz respects your privacy and wants to ensure we comply with applicable Data Privacy Regulations as per local regulator laws. Please review our privacy policy at **************************************** for more.
Auto-ApplyAssociate Client Success Partner
Relationship manager job in Raleigh, NC
About SpotOn We're not just building restaurant tech-we're giving independent restaurants the tools to compete and win. From our award-winning point-of-sale to AI-powered profit tools, everything we do helps operators boost profit, work smarter, and keep their best people. And every solution is backed by real humans who actually give a sh*t about helping restaurants succeed.
Named the #1 Restaurant POS by G2 (Fall 2025), based on ratings from real users
Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users
Awarded Great Places to Work and Built In's Best Workplaces for multiple years running
We move fast, care hard, and fight for independent restaurant operators to do what they love, and love doing it. If you're looking to make an impact with heart and hustle, SpotOn is the place for you.
We are looking for an Associate Client Success Partner to develop and nurture meaningful connections with our clients to build strong, long-lasting client relationships. This position emphasizes account management with a strong focus on client retention and driving referrals. This role requires strong interpersonal skills, a customer-first mindset, and the ability to work collaboratively with cross-functional teams to provide timely and effective solutions.
This is a hybrid position 4x/week in our Raleigh, NC office
Essential Functions:
Path of escalation for Grade B accounts using collaboration, coordination, and facilitation of other teams to ensure permanent and acceptable resolution is delivered.
Develop and implement strategies to generate referrals from satisfied clients
Identify opportunities to upsell additional products or services to existing clients based on their needs and preferences
Provide exceptional customer service throughout all interactions with clients leading with empathy and a customer-first approach
Collaborate cross-functionally with other teams to diagnose and troubleshoot complex issues, ensuring swift and effective resolutions
Communicate technical concepts and solutions to non-technical users, building their understanding and confidence in the system
Qualifications:
Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.
1+ years of restaurant experience is highly preferred
6+ months of experience in restaurant implementation or support preferred
General knowledge of restaurant operations
3+ years of experience working in a Customer Service Support
*SpotOn Restaurant POS experience is a huge plus!
Benefits:
At SpotOn, we put people above everything else. We're known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech. We can't take care of our clients without taking care of our employees first, and that's why we invest in you with a competitive benefits package which includes:
Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
Compensation:
Our base pay ranges from $45,000 - $63,000 for this position. Offers will be reflective of the candidates location and experience.
Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan
Offers will be reflective of the candidate's location and experience.
SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.
SpotOn is an e-verify company.
Auto-ApplySBA Business Development Officer II
Relationship manager job in Clayton, NC
The SBA Business Development Officer II is responsible for developing, managing, and maintaining borrowing relationships related to SBA 7(a) lending. 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 position will begin without an existing portfolio of clients and will grow through the cold calling and networking efforts of the Relationship Manager. The position will provide the flexibility of selling without a defined sales territory or specific geography related to the relationship manager's loan production office.
Duties & Responsibilities
SBA Business Development Officer II:
* Provide financing, through the SBA 7(a) program, for purpose of the Owner/Borrower.
* Call on and develop a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities.
* Structure and negotiate SBA credit transactions, complete initial underwriting and prepare credit package for submission both internally and to the Small Business Administration.
* Pursue 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.
SBA Business Development Officer I:
* Develop an understanding of SBA origination, credit, and closing processes.
* Partner with SBA Business Development Officer II to provide support with loan production, processing and business development.
Education & Experience
Knowledge of:
* Strong oral and written communication skills
* Strong sales and customer service skills
* Small Business Administration (SBA) 7(a) knowledge, with a strong history of originating new loans and structuring to maximize value to the guaranty on the secondary market.
Ability to:
* 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 and make decisions under frequent time pressures
Education and Training:
* Requires Bachelor's degree with an emphasis in Accounting or Finance.
* Previous banking, finance/credit or sales related experience preferred.
* 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: $80,000 -$110,000/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.
Application Deadline: December 31, 2025
Auto-ApplyCommercial Relationship Manager
Relationship manager job in Raleigh, NC
United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of a existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acument.
What You'll Do
* Develop and grow relationships. This includes making laonas, obtaining deposit integrating cash management services and offering other bank services.
* Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners.
* Estabilsh yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking
* Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures
* Provide guidance to credit analysts and/or portfolio managers
* Take a balanced approach to quality, profitability, and growth
* Advocate for your clients within the context of United Community's credit standards and current economic conditions
* Network with clients to identify avenues for new business opportunities
Requirements For Success
* Bachelor's Degree in businss, economics, finance or accounting OR equivalent combination of education, training, and experience
* 5+ years of commercial and/or middle market banking experience
* Strong understanding of credit, commercial products, and financial statement analysis
* Sales and relationship building skills
* Proven ability to achieve individual goals while working within a team-based sales environment
* Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike
* Proven ability to work independently toward reaching and exceeding quarterly and annual goals
* Active in the Community through industry groups, networking events, and board/volunteer services
Conditions of Employment
* Must be able to pas a criminal background & credit check
FLSA Status:
* Exempt
Ready to take your career to the next level? Apply now and become a vital part of our team!
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range
USD $0.00 - USD $0.00 /Yr.
Commercial Banker III
Relationship manager job in Raleigh, NC
Under minimal direction, generates loans, deposits, fee income, and referrals through prospecting, analyzing, underwriting, approving, and closing relationships with individuals, businesses and professionals. ESSENTIAL JOB FUNCTIONS: Calls on existing and potential customers to develop new business and/or expand and retain current business
Solicits total banking relationships by working with all lines of business partners to demonstrate full scope of bank products and services
Interviews commercial lending applicants to develop information concerning their businesses, needs, desires, abilities, and earnings to determine whether a loan may be an acceptable risk
Work closely with Credit partners in the administration of new and existing loan relationships
Makes decisions on loans and establishes terms within specified lending limits, or makes recommendations to a higher authority
Follows current loans and credit lines to ensure conformity with terms, bank policy, regulatory guidelines, and developing trends
Studies industrial, commercial, and financial situations relating to new or existing businesses
Serve as a trusted advisor to customers
Involves appropriate Bank personnel on larger loans and lines and keeps them informed regarding the status of the Bank's outstanding loans
Represents the Bank in business development efforts and civic and community functions
Reviews outstanding loan portfolio on a timely basis to ensure that all modifications, collection of past dues, and other portfolio responsibilities are handled in a timely and accurate manner
Monitors loan payments and coordinates collection activities for all past due loans
Shares information and accumulated job knowledge with less experienced Commercial Bankers to assist in their development
JOB REQUIREMENTS:
Bachelor's degree in Business or related field or equivalent in education and experience
Prior banking experience in commercial lending
KNOWLEDGE/SKILLS REQUIRED:
Knowledge of lending regulations, compliance procedures, and credit analysis
Strong sales, written and oral communications and interpersonal skills
Proficiency in Windows-based PC systems and banking software
Excellent customer service skills
Detail-oriented with ability to excel in high-volume environment
Strong verbal and written communication skills
Ability to perform effectively in fast-paced environment
Knowledge of Microsoft Office, especially Word, Excel and Outlook
PHYSICAL AND MENTAL QUALIFICATIONS:
Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required occasionally during and after business hours
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Business Relationship Manager Senior Deepening - Vice President
Relationship manager job in Raleigh, NC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Balance needs of clients with associated risks and interests of the firm
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Auto-ApplyAccount Manager
Relationship manager job in Raleigh, NC
About the Company
As a life science company and a leading supplier to global research markets, we offer a comprehensive product portfolio along with outstanding hands-on customer service to ensure every laboratory has the tools and support they need. Our markets include pharmaceutical and biotechnology businesses, research institutions, hospitals, reference labs, and more.
Be part of making a difference
At Genesee, we believe we can help improve our communities and transform the world through science. Our shared desire to make a difference is what drives and inspires us. We are a fast-growing, dynamic team that listens to each other and embraces collaboration. We foster an open, friendly work and show up for one another every day.
Role: Account Manager
Reports to: Regional Sales Director
FLSA: Exempt
Location: Raleigh, NC
Why this role is important at Genesee Scientific?
Our Account Managers are responsible for the sales of research products within a defined territory. You will develop and maintain effective customer relations, drive opportunities for growth within an existing customer base, and assure market penetration and profitability while achieving sales and profit forecasts. This is an excellent opportunity for an energetic professional who is looking to gain sales experience with a rapidly growing company.
What will you do:
Take ownership of territory to build and sustain strong customer relationships
Manage pricing in territory to achieve financial targets
Independently make decisions while leveraging available resources to fulfill customer, fostering seamless collaboration with cross functional teams
Monitor competitor and industry activity, staying updated on new products/services and relevant customer information to integrate into the business plan
Maintain detailed and timely activity logging in Salesforce, including customer interactions, opportunities, and pipeline management to ensure data accuracy and visibility
Provide customers with updates on supply and price trends, aiding inventory management, and offer consultative support
Deliver updates on supply and pricing trends while providing consultative support to customers on inventory planning
Leverage Teams and Zoom for virtual demos and sales presentations to expand reach and optimize travel time
Consistently represent Genesee Scientific in a positive, professional manner during all customer interactions
What you will bring:
Bachelors degree in a relevant science field or equivalent experience
3+ years sales or research laboratory industry, or lab experience preferred
Strong verbal and written communication, negotiation, and presentation skills with a proven ability to effectively deliver sales and marketing information that influences customer decision-making
Able to work effectively both independently and as part of a team, with comfort conducting virtual sales presentations and product demonstrations via video conferencing platforms (Zoom, Teams)
Proficient in Microsoft Office and Teams with working knowledge of Salesforce or similar CRM tools for data management and reporting
Results orientated, strong work ethic and an ability to excel within a rapidly changing and growing organization
Ability to thrive in a fast-paced, collaborative environment and effectively manage multiple priorities
Physical Requirements:
Perform the following tasks, with or without reasonable accommodation:
Occasional lifting of promotional materials and product displays (up to 25 lbs.) during trade shows and events
Ability to stand and walk for extended periods during customer visits, trade shows, and tabletop events
Travel up to 25% within the territory, primarily by car, with occasional overnight travel
Air travel required for regional and national trade shows, customer visits outside driving distance, and company meetings
At Genesee Scientific, you can have a good job that can grow into a great career. We offer:
Training and professional growth initiatives, including comprehensive onboarding programs for new team members
We provide financial well-being with competitive compensation packages and 401 (k) retirement savings plans
Health care and well-being programs including medical, dental, vision, life, short- and long-term disability and employee assistance programs
Paid time off including vacation, sick and 12 holidays
Base Salary: starting at $70,000, with higher compensation based on experience. This role is commission eligible with OTE of $130,000
Candidates must be legally authorized to work in the United States without the need for current or future employer sponsorship.
Employment offers are subject to successful completion of a background check and pre-employment drug test.
Genesee Scientific is proud to be an Equal Employment Opportunity employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local law.
PI964cbcc21e1c-31181-39244250
Business Relationship Manager
Relationship manager job in Raleigh, NC
Preferred Qualifications Minimum 1-2 years of experience with the ServiceNow and the HR Service Delivery Application. ServiceNow certification like CSA or Completion of training programs such as Catalog Builder are considered advantageous. Work Schedule
8am-5pm, M-F
Account Manager, Client Success
Relationship manager job in Morrisville, NC
Job Title: Account Manager
Company: K4Connect
K4Connect is the leading provider of innovative technology solutions that empower senior living communities by streamlining staff operations and enhancing quality of life for residents. Providing cutting-edge technology, we strive to create intuitive and integrated solutions that optimize care delivery, promote operational efficiency, foster community engagement, and enrich the lives of both caregivers and residents. Supported by prominent investors, including Intel Capital, AXA Ventures Partners, Ziegler Investment Bank, Forte Ventures, Topmark Partners, and Bryce Catalyst, K4Connect is looking for an account manager to accelerate our client success efforts.
Position Overview: We are seeking a motivated and experienced Client Success Account Manager to join our team at K4Connect. The Client Success Account Manager will be responsible for managing existing accounts, with a focus on upselling, contract renewals, and ensuring customer satisfaction. The ideal candidate will have a strong sales background, excellent communication skills, and have a proven track record of achieving sales targets and KPIs.
Key Responsibilities:
Build Relationships - Foster and cultivate strong relationships with existing customers, serving as the main point of contact for all account related matters.
Upsell - Identify opportunities for upsell and cross-sell of additional products and services to promote continued success for the client and drive revenue.
Retention and Renewals - Develop account plans to meet various sales targets such as contract renewals and expansion opportunities.
Analyze Data - Regularly analyze adoption, account health, NPS, and other metrics to gauge client usage and find ways to deliver added value to customers.
Collaboration - Work closely with the VP of Client Success and collaborate cross functionally with internal teams such as sales, marketing, and product to ensure client needs are met and issues are resolved promptly.
Be a self-starter - Anticipate next steps with clients by conducting regular business reviews to improve performance, gather feedback, and identify areas for improvement. Stay in the loop on industry trends, market developments, and competitors.
Organization - Bounce between multiple high priorities at once, stay organized and keep track of account health through daily use of the designated CRM system.
Qualifications:
Bachelor's degree in Business Administration, Sales, Marketing, or related field.
5+ years of experience in customer success, sales, or account management, preferably in the technology, healthcare or senior living industry.
Proven track record of achieving targets and KPIs, with a focus on customer retention and satisfaction.
Strong communication, negotiation, and relationship-building skills.
Ability to work independently and prioritize tasks in a fast-paced environment.
Experience with Hubspot CRM systems and sales analytics tools.
Knowledge of the senior living or healthcare industry is a plus.
Experience working with a startup is a plus.
Why Join Us?: At K4Connect, you'll have the opportunity to work at the forefront of technology innovation and make a meaningful difference in the lives of others. We offer a collaborative and inclusive work environment, competitive compensation and benefits, stock options, unlimited PTO, and opportunities for professional growth and development. Join our mission in enabling the digital transformation of senior living communities to benefit the quality of care that caregivers can provide to their residents. Apply now and be part of our exciting journey!
How to Apply: Interested candidates should submit their resume and cover letter detailing their relevant experience and qualifications here. Please include "Client Success Account Manager Application" in the subject line. We look forward to hearing from you!
Named Account Manager, Enterprise
Relationship manager job in Raleigh, NC
Join Fortinet, a cybersecurity pioneer with over two decades of excellence, as we continue to shape the future of cybersecurity and redefine the intersection of networking and security. At Fortinet, our mission is to safeguard people, devices, and data everywhere. We are currently seeking a dynamic Named Account Manager to be a part of enabling the success of our rapidly growing business.
As a Named Accounts Manager, you will:
Drive direct sales engagements into a set of Named Accounts within your assigned territory.
Create and implement territory plans to achieve deployments of Fortinet solutions to a set of assigned, existing accounts and new logo prospects, within your assigned territory.
Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals.
Coordinate with internal teams to deliver winning contract bids, proposals, RFI/RFP responses, and Statements of Work.
Negotiate terms of business with clients to achieve mutually beneficial results and long-term partnerships.
Build and promote the Company's position as the worldwide leader in Unified Threat Management.
We Are Looking For:
An insightful and influential collaborator to join our team. We encourage you to apply for this position if you have the following qualities:
Experienced Sales professional with an expert understanding of the technology business sector
Previous experience designing business plans and market strategies to increase sales
Experience in selling solutions
Track record of meeting or exceeding sales quotas
Excellent presentation skills for different audiences
Excellent written and verbal communication skills
Ability to move deals through the selling cycle
Motivated, proactive, and results-oriented mindset
Candidates who excel in dynamic, fast-paced environments
Previous experience in network security and familiarity with technologies such as VPN, Firewall, Anti-Virus, Anti-Spam, Intrusion Prevention, and Content Filtering
Why Join Us:
We encourage candidates from all backgrounds and identities to apply. We offer a supportive work environment and a competitive Total Rewards package to support you with your overall health and financial well-being.
Embark on a challenging, enjoyable, and rewarding career journey with Fortinet. Join us in bringing solutions that make a meaningful and lasting impact to our 660,000+ customers around the globe.
Auto-ApplySenior Business Banking Relationship Manager-Raleigh, NC
Relationship manager job in Raleigh, NC
Raleigh, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*****************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
**Responsibilities:**
+ Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
+ Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
+ Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
+ Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
+ Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
+ Coaches and mentors peers, while utilizing leadership skills
+ Adapts to changes in sales practices and broader market and industry conditions as needed
**Required Qualifications:**
+ 5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
+ Management of an extensive portfolio of clients with annual revenues of $20-$50 million
+ Proven track record of sales, prospecting new business and enhancing existing relationships
+ Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Business Development
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Account Management
+ Financial Analysis
+ Leadership Development
+ Loan Structuring
+ Referral Identification
+ Credit Documentation Requirements
+ Pipeline Management
+ Referral Management
+ Regulatory Compliance
+ Risk Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Surgical Account Manager
Relationship manager job in Raleigh, NC
At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe.
As a Procedural Capital Account Manager at STERIS, you will be the primary contact and sales consultant responsible for selling and supporting the Procedural Capital portfolio of products. This includes general and specialty surgical tables, surgical and examination lights, equipment management systems, operating room storage cabinets, warming cabinets, scrub sinks and other complementary products and accessories for use in hospitals and ambulatory surgery sites.
This territory covers eastern central, south central and eastern portion of North Carolina. Candidates much live in the Raleigh-Durham area to be considered. What will you do as an Account Manager
Forecast orders and sales on a monthly, quarterly and yearly basis.
Understand and strive to provide accurate forecasts to be used for both manufacturing and financial reporting.
Provide analysis and reporting on win/loss and required business metrics as required.
Maintain thorough current and competitive product knowledge and clear understanding of market dynamics in order to match Company products and services to solve Customer needs.
Consistently study and share competitive information gleaned from a variety of sources (web searches, professional periodicals, Customer newsletters, Customer interactions and professional organizations).
Record Customer feedback and complaint information through the proper quality processes and channels.
Balance priorities to manage current Customer needs while reserving adequate time to prospect new business opportunities.
Effectively manage and utilize company provided sales resources to maximize sales outcomes while providing best solutions to Customers (EEP inventory Management, Mock Room Equipment, SSI Inventory, E-Quote Informatica).
Regularly interface with both STERIS and other pertinent business partners to enhance overall knowledge of market, products and services.
Participate in local chapters of AORN, AACN/NTI or other relevant organizations including regional level buying groups.
Participate as an active member of Customer professional organizations in meetings and conferences as an educator and/or exhibitor.
The Experience, Skills, and Abilities Needed
Required
Bachelor's degree
3 years of sales experience, consistently exceeding sales goals
2 years of successful B2B or medical device sales experience
Successful history of selling new products, increasing product utilization, and protecting existing market share position
Ability to travel overnight up to 25%
Must be able to be compliant with hospital/customer credentialing requirements
Preferred
Experience in medical and capital equipment sales
Experience selling to a variety of departments with an emphasis on the Operating Room and Sterile Processing Department
Demonstrated success in selling IT solutions and/or video integration
Understanding of the hospital buying process including the role of National Accounts, GPO, IDN and Distributors
What STERIS Offers
We value our employees and are committed to providing a comprehensive benefits package that supports your health, well-being, and financial future.
Here is just a brief overview of what we offer:
Base Salary + Incentive Compensation Program
Vehicle Reimbursement Plan (includes monthly stipend + mileage reimbursement
Cell Phone Stipend
Robust Sales Training Program
Flexible Time Off + 9 Corporate Holidays Per Year
Excellent Healthcare, Dental, and Vision Benefits
Healthcare and Dependent Flexible Spending Accounts
Long/Short Term Disability Coverage
401(k) with a Company Match
Parental Leave
Tuition Reimbursement Program
Additional Add-On Benefits/Discounts
#LI-BS1
Pay rate for this opportunity is $60,000. This position is incentive plan eligible, at target earnings of $235,000, depending on performance.
Minimum pay rates offered will comply with county/city minimums, if higher than range listed. Pay rates are based on a number of factors, including but not limited to local labor market costs, years of relevant experience, education, professional certifications, foreign language fluency, etc.
STERIS offers a comprehensive and competitive benefits portfolio. Click here for a complete list of benefits: STERIS Benefits
Open until position is filled.
STERIS is an Equal Opportunity Employer. We are committed to equal employment opportunity to ensure that persons are recruited, hired, trained, transferred and promoted in all job groups regardless of race, color, religion, age, disability, national origin, citizenship status, military or veteran status, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, genetic information, and any other category protected by federal, state or local law. We are not only committed to this policy by our status as a federal government contractor, but also we are strongly bound by the principle of equal employment opportunity.
Account Manager
Relationship manager job in Raleigh, NC
Job Description
The MSP Account Manager will assist in overseeing and management of account activities of the USFC and Manufacturing onsite Customer location in Whitsett, NC
Exercise discretion and independent judgment as it relates to day-to-day management of account activities.
Serve as main point of contact for designated customer and client HR managers
Advise account managers and other management staff on the effectiveness of the Light Industrial programs
Act as the operational subject matter expert for assigned programs
Manage PO process, job order creation, as well as invoices and payment activity
Ensure all P.O. activity is properly controlled, and the procurement financial processes are adhered to
Ensure that the SDI services provided to clients meet and exceed client expectations
Quickly and efficiently resolve vendor or Client issues, and claims against suppliers
Coordinate with suppliers and stakeholders to ensure that the product purchasing process from requisition to payment is complete
Ensure that client referred business is executed effectively as per the agreed upon guidelines
Communicate regularly with branch and corporate personnel regarding payroll changes and other employee matters
Provide assistance to the administrative and HR supervision of contract employees for account managers
Deliver process improvements and efficiency gains to improve existing processes and to ensure all customer and supplier requirements are in compliance
May also be responsible to train and mentor other staff and managers
Comply and adhere to all ISO policies and procedures
Submit periodic reports to management as requested
Assist in the receivables process to ensure SDI receives payment timely and accurately
Responsible for various other administrative duties as directed by Company
Required Skills/Qualifications:
Bachelor's Degree or equivalent Business, Finance and Project/Program Management skills
Minimum 4 years of experience with Microsoft Office, including Word and Excel; Teams
Preferred Skills/Qualifications:
Demonstrates project management capabilities with the ability to deliver and report on tasks effectively and influence cross functional teams etc.;
Demonstrates the ability to work with and develop professional working relationships with senior executives and colleagues;
Have the ability to manage challenges and juggle multiple account activities at once;
Outstanding verbal and written communication skills;
Demonstrated analytical ability;
Demonstrates excellent organization, documentation, retention and follow-up skills;
Possesses excellent attention to detail. Client/Customer service expertise, Detail Orientation, Strong Research Skills, Accuracy, Interpersonal Skills, and Organizational Skills
Core Competencies:
SLA and KPI management
Contract adherence
Stakeholder engagement
Vendor management
Written and verbal communication
Presentation skills: written and verbal
Management and recruitment
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Raleigh, NC
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Balance needs of clients with associated risks and interests of the firm
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Auto-Apply