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Relationship manager jobs in Rochester, NY

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  • Middle Market Relationship Manager III

    Northwest Bancorp, Inc. 4.8company rating

    Relationship manager job in Rochester, NY

    The Middle Market Relationship Manager III is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meet their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The Middle Market Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Essential Functions * Develop and expand existing commercial banking relationships * Actively prospect and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships * Meet or exceed budgeted goals * Actively participate in community and professional networking events * Develop meaningful "Centers of Influence" relationships * Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs * Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of both credit and non-credit clients * Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required * Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis * Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * Complete loan closings in partnership with Portfolio Management & the Loan Closers * Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management * Participate in continued sales, product and credit training * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Education and Experience preferred * Bachelor's degree in business, accounting, finance or related degree * 6 - 8 years of account relationship management experience * 6 - 8 years of experience consistently delivering strong sales performance * Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products * Strong negotiating skills in terms, loan structure, and pricing * Knowledge and understanding of risk management * Excellent verbal, written, and interpersonal communication skills * Ability to multitask and effectively prioritize responsibilities The pay range for this position is generally $170,000 - 190,000 annually. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. #LI-EK1 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $170k-190k yearly Auto-Apply 53d ago
  • Client Insights Manager (Hybrid: Rochester, NY)

    Circana

    Relationship manager job in Rochester, NY

    Senior Manager (II) Client Sales & Insights - Wegmans Let's be unstoppable together! At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We're a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified by Great Place To Work. This prestigious award is based entirely on what current employees say about their experience working at Circana. Learn more at **************** Location: This is a hybrid position located in Rochester, NY. You will be expected to work onsite 2-3 days a week in our Rochester, NY office. Global Retail The Global Retail function at Circana is focused on providing retailers with enhanced capabilities and strategic growth solutions, leveraging industry-leading data, analytics, and technology to improve business outcomes. By utilizing Circana's Liquid Data platform, which allows for unprecedented flexibility and integration of unique assets, the Global Retail team provides retailers with actionable insights that drive measurable business outcomes. The Global Retail team works closely with the Retailer Manufacturer Collaboration (RMC) team to bring retailer data into a single platform that can be accessed by a retailer and its suppliers, putting the same data and insights on the desks of all parties to drive highly effective collaboration and growth. What will you be doing? As a Senior Manager supporting Circana's Wegmans account, you will guide the retailer in understanding their market performance, competitive landscape, and customer behavior using Circana's tools and insights. You'll coach clients on leveraging the Unify+ platform for customer-centric strategies, deliver thought leadership through data-driven storytelling, and oversee the strategic implementation of Circana solutions, and you will identify and suggest approaches for collaborative opportunities between Wegmans and its suppliers. Success in this role requires strong project management, communication, and analytical skills, along with a proactive, adaptable mindset suited to a dynamic team environment. Job Responsibilities * Master the Unify+ platform and Wegmans data models to deliver impactful insights using POS, Customer Loyalty, eCommerce, and ShopperSights data. * Drive client decision-making through fact-based storytelling and strategic consulting, balancing both manufacturer and retailer perspectives. * Enhance client engagement and data value by delivering high-quality solutions, training sessions, case studies and tracking usage to measure success. * Lead thought leadership initiatives including content creation, share group facilitation, and innovative problem-solving approaches. * Build strong cross-functional relationships within Circana and with key client stakeholders to support revenue growth and data partnerships. Requirements * Bachelor's degree required, advanced degree preferred * Extensive retail and CPG experience with 7+ years in Grocery, Mass, Drug, or Club channels, and strong domain knowledge across Food, Drug, and Mass. * Advanced analytical expertise in syndicated data, eCommerce, and category management, with proven ability to translate insights into business impact. * Strong consultative and project management skills, including creative problem-solving and process optimization. * Exceptional communication and relationship-building abilities, both internally and externally, with a collaborative mindset. * Proficient in Microsoft Office tools, especially PowerPoint, Excel, and Word; prior experience with Circana's Unify platform is a plus. Circana Behaviors As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role: * Stay Curious: Being hungry to learn and grow, always asking the big questions. * Seek Clarity: Embracing complexity to create clarity and inspire action. * Own the Outcome: Being accountable for decisions and taking ownership of our choices. * Center on the Client: Relentlessly adding value for our customers. * Be a Challenger: Never complacent, always striving for continuous improvement. * Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. * Commit to each other: Contributing to making Circana a great place to work for everyone. Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission. The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The salary range for this role is $95K to 102K. This job is also eligible for bonus pay. We offer a comprehensive package of benefits including [paid time off, medical/dental/vision insurance and 401(k)] to eligible employees. You can apply for this role through methods such as our Careers website link and/or Intranet site for internal candidates. This role is subject to AI-assisted screening. Circana uses artificial intelligence (AI) to assess resumes for alignment with job requirements by helping locate details in resumes that relate to the job description. The anticipated application deadline for this position is December 16, 2025. #LI-GC1
    $95k-102k yearly 17d ago
  • Senior Relationship Manager Commercial Banking

    ESL All Companies 4.5company rating

    Relationship manager job in Rochester, NY

    Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs. Pay: Starting Salary: $160,500 Pay Range: $141,788 - $178,747 This position includes eligibility to participate in incentive program to be discussed at interview Purpose of Position: Accountable for the generation of new commercial banking relationships along with management responsibilities of a portfolio of all types of C&I customers including the more complex relationships. Achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business community. Actively refer to other lines of business across the organization as appropriate. Accountabilities: Ensure Business Development and Sales Objectives are met in compliance with established assignments and ESL policies and procedures Actively prospects through disciplined external calling efforts. Focus on companies with revenues in excess of $5 million with an emphasis on larger companies. New business development loan production goals in the range of $15-20 million annually. Actively network through internal and external business events. Actively manage the assigned portfolio to ensure retention and expansion of relationships. Identify and assess credit opportunities using established ESL underwriting standards and closing requirements. Document activities in Nextgen Proactively manage the assigned portfolio to ensure retention and expansion of relationships. Portfolios likely to exceed $60 million and include some larger, more complex relationships. Ensure annual credit reviews are completed on a timely basis. Adhere to member focused Customer Experience Service Standards. Actively engage in personal and professional development. Qualifications: Bachelor's degree or 4 years of equivalent directly related experience and training in aspects of Commercial Banking Bachelor's degree preferred Minimum 7 years of progressively responsible commercial lending experience, including financial analysis and underwriting, with a minimum of 4 years in a relationship management capacity. Extensive knowledge of commercial credit and noncredit products including SBA products and programs. Highly developed time management, leadership and time management skills Excellent analytical, planning, communication, negotiation and interpersonal skills Effective PC skills in Word, Excel and PowerPoint Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper We're committed to diversity, equity, and inclusion. ESL recognizes the importance of a culture that embraces diversity and values individual differences. We are committed to cultivating a diverse workforce at all levels that mirrors the communities we serve. We welcome applications from people with diverse perspectives and backgrounds. We strive to create an inclusive, respectful and equitable environment, which makes ESL a great place to work! #LI-JF1 #LI-Hybrid
    $141.8k-178.7k yearly 60d+ ago
  • Security Client Manager

    Security Director In San Diego, California

    Relationship manager job in Rochester, NY

    Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. Starting Salary $66,950.00 per year RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2025-1451718
    $67k yearly Auto-Apply 43d ago
  • Personal Lines Client Manager

    World Insurance Associates, LLC 4.0company rating

    Relationship manager job in Webster, NY

    Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000- $56,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR Yvd3gezDIj
    $55k-56k yearly 3d ago
  • Military Pathways - Business Relationship Manager I - Officer

    JPMC

    Relationship manager job in Richmond, NY

    Transitioning out of US Military Service? The JPMorganChase (JPMC) US Military Pathways Direct-Hire Program offers a challenging and rewarding work experience that provides acclimation support, coaching and dedicated program managers, job skills training, networking with colleagues and senior level management, and the exposure needed to grow into a future leader across our most demanding business areas. As a Business Relationship Manager I, Officer in the Military Pathways Direct Hire Program, you will build, manage, and retain a portfolio of business clients, providing customized banking solutions tailored to their financial needs. You will have the opportunity to develop relationships with clients and internal partners, ensuring a seamless client experience while adhering to risk management protocols. Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer Induction training and acclimation support in your first month on the job 12-months of program support, coaching and career development Networking opportunities with your Pathways colleagues Exposure to senior members Professional skills training throughout the year To ensure continuous development throughout the program, you will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm. Job Responsibilities Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed Required qualifications, capabilities, and skills Enlisted/Junior Officer background with minimum of 4 years of Military experience Up to 7 years of separation from military service Preferred qualifications, capabilities, and skills Bachelor's degree or equivalent work experience General business knowledge and understanding of core business products and services Strong communication skills with individuals at all levels, internally and externally. Ability to build relationships with clients and internal partners Ability to travel occasionally for key business meetings and training
    $88k-131k yearly est. Auto-Apply 60d+ ago
  • Environmental Account Manager

    NOCO Energy Corp 4.1company rating

    Relationship manager job in Rochester, NY

    Account Manager for Environmental Sales Territory: Western, Central, Eastern New York, Northwest Pennsylvania Compensation: $65,000 - $85,000/ year, plus commission What We Are Looking For The Account Manager is responsible for developing and executing strategic sales plans to drive revenue growth for NOCO's environmental products and services within a designated territory. This role requires a combination of leadership, sales acumen, territory management, and strong client relationship skills to achieve and exceed sales goals. We're seeking a motivated professional who is eager to contribute to the success of a growing, family-owned, third-generation business while expanding NOCO's environmental business in their assigned region. What You Will Do * Develop and implement strategic sales plans to achieve revenue and market share growth within the assigned region. * Meet or exceed established KPIs, including the minimum number of weekly sales calls, CRM updates, and documentation of customer visits, opportunities, and pipeline activities. * Cultivate and maintain strong relationships with key clients and prospects through consistent communication and value-driven solutions. * Understand client needs, assess market trends, and tailor NOCO's environmental products and services to meet customer objectives. * Set and achieve annual sales targets, revenue goals, and growth metrics for the assigned region. * Monitor sales activities, pipelines, and forecasts to ensure consistent progress toward targets. * Stay informed on industry trends, market conditions, and competitive activities to identify new opportunities. * Lead negotiations for major contracts and agreements, ensuring favorable terms for both the client and the company. * Collaborate with cross-functional teams, including marketing and operations, to ensure alignment between sales initiatives and company objectives. * Prepare regular sales reports, forecasts, and analyses to assess performance and recommend improvements. * Supervise and manage team performance, ensuring tasks are appropriately delegated, completed, and aligned with company expectations. * Provide ongoing feedback and communication with operations to support customer satisfaction and process improvement. * Attend regular team meetings (i.e. daily, weekly huddle meetings) to communicate priorities, safety, policies, company events, etc. * Perform other job-related duties as assigned to support departmental and organizational success. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The statements herein are intended to describe the general nature and level of work performed by employees. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required by personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company NOCO is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. What You Will Need * Bachelor's degree in business, environmental science, or a related field. * Proven experience in sales and sales leadership roles, preferably within the environmental industry or a related sector. * Demonstrated success in achieving or exceeding sales targets and driving revenue growth. * Strong leadership and people management skills with a focus on team building, coaching, and development. * Excellent communication, negotiation, and interpersonal abilities. * Solid understanding of environmental products, services, and applicable regulations. * Strong analytical and strategic thinking capabilities. * Proficiency in Microsoft Excel, Word, PowerPoint, and other relevant technical tools. * Ability to accurately forecast sales and manage pipelines effectively. * Willingness to travel within the assigned region as needed. What We Offer * Generous medical insurance offerings * Dental and vision plans * Company-paid life insurance * Company-paid short-term disability * Competitive compensation package * 401(k) with company match * Health savings accounts * Generous Paid Time Off policies * 7 paid holidays * Employee and family assistance program * Company-paid training * Safety incentives * Years of service incentives
    $65k-85k yearly 2d ago
  • Additive Account Manager (3D Printing, Laser)

    Cadimensions, Inc. 3.2company rating

    Relationship manager job in Rochester, NY

    Job Description ADDITIVE ACCOUNT MANAGER At CADimensions, we're not just selling technology - we're helping transform the way companies build, create, and innovate. As an Additive Account Manager, you'll be at the forefront of that change. In this high-impact sales role, you'll partner with cutting-edge companies in aerospace, medical, automotive, and manufacturing to bring 3D printing solutions to life through Stratasys and Formlabs technologies. We're looking for a challenger - someone who can uncover pain points, build compelling business cases, and confidently guide customers toward ROI-driven decisions. This is more than a sales role. It's a chance to directly influence a fast-growing business line, contribute to nearly half of CADimensions' new revenue, and unlock growth for our Additive Tech team through your success. WHAT YOU WILL DO: Consistently meet or exceed sales activity and gross profit (GP) targets Lead a consultative sales process by identifying customer pain points, understanding internal business operations, and delivering tailored 3D printing solutions with a clear ROI Build and manage a healthy sales pipeline of new and existing accounts through proactive outreach, inbound leads, and marketing-generated opportunities Collaborate closely with internal teams and vendor partners (Stratasys, Formlabs, etc.) to deliver technical insights, demos, and solutions that win deals Maintain accurate forecasting, account notes, and activity records using CRM software to support sales strategy and reporting Travel throughout your defined territory to build strong, in-person relationships with clients and prospects Address objections with confidence and turn challenges into opportunities to earn trust and close business WHAT WE OFFER: Competitive Compensation: You'll receive a guaranteed base salary along with a performance-driven commission structure. Top performers in this role can earn $150,000 or more each year. Comprehensive Benefits: Health, dental, vision, 401k, life insurance and more. Award-Winning Culture: A workplace culture that has been repeatedly recognized as a great place to work. Training and Development: Access to training and development opportunities to help you grow and succeed. Career Growth: Opportunities for advancement within a dynamic and innovative company. ABOUT YOU: A challenger mentality focused on solutions-based sales. 2-3 years of full-time sales experience Strong independent troubleshooting and problem-solving skills. Outstanding collaboration working with other sales team members to be able to share overall success of department. Exceptional communication, organization, and follow-up skills. BONUS POINTS IF YOU HAVE: Knowledge of Stratasys or additive manufacturing. CRM Experience, specifically HubSpot or SalesForce. ABOUT US CADimensions, Inc. is the premier provider of innovative tools and solutions for the Engineering and Manufacturing community. We partner with industry leaders to offer state-of-the-art CAD software, 3D printing technologies, and comprehensive consulting services. Our mission is to empower our clients to bring their visions to life by enhancing efficiency and fostering creativity. Whether it's through advanced design services, cutting-edge additive manufacturing, or expert training and support, CADimensions is dedicated to driving success and innovation for our customers. Join us and be a part of a dynamic team that is shaping the future of engineering and manufacturing. Visit us at CADimensions to learn more about our products and services.
    $150k yearly 16d ago
  • Radiology Clinical Account Manager - Albany, NY

    Hologic 4.4company rating

    Relationship manager job in Rochester, NY

    Albany, NY, United States Syracuse, NY, United States Rochester, NY, United States At Hologic, we're an innovative medical technology company that enables healthier lives everywhere, every day. We are also a company that prospers and grows, which is why we've been able to expand our offerings to empower even more people and champion women's health. What powers our growth across Breast & Skeletal Health, Diagnostics, and GYN Surgical Solutions is also what differentiates us: the exceptional and clinically proven capacity of our products to detect, diagnose, and treat illnesses and other health conditions early and with confidence. Our performance creates high expectations, which we fulfill by continually challenging ourselves to improve health through better technology, education, and market access. None of this would be possible without the talent and passion of our employees. Together, our expertise and dedication to developing and sharing more robust, science-based certainty drives our global presence and a promising pipeline that responds to the unmet health and wellness needs of women, families, and communities. While we focus on women's health and well-being, we are committed to having an even broader benefit on the world. Together, we advocate for better health and wellness through solutions that provide ever greater certainty and peace of mind. As the Clinical Account Manager (CAM) here at Hologic, you will be responsible for supporting driving growth in a geographically defined territory for the Breast and Skeletal Health Solution Division's biopsy products and services by utilizing clinical expertise. You will assist in demonstrating clinical expertise, driving territory growth by coordinating with Account Executives, defining business plans, and selling across the portfolio of new and existing products and services. In this role, you will also build strong relationships with team members and customers - working to uncover and create needs with Hologic's unique value proposition. This role will win with a customer focus and the ability to identify and create needs at the account level. **What to Expect:** + Provide clinical expertise to drive growth and exceed company revenue goals across the BSH continuum of care. + Develop, implement and drive selling strategies and business plans that achieve/exceed quota and maximize Hologic's market share and margin in the territory. + Align in driving the goals and objectives of the Account Executive and achieve defined sales goals and quota within assigned account list. + Present and successfully sell Hologic value proposition to multiple stakeholders at all levels. + Develop trusted advisor level relationships with key customer contacts and decision makers. + Share and action market feedback relative to competitive landscape, customer trends and products. + Develop and manage sales funnel to analyze, track activity, and provide accurate forecasts. + Leverage internal resource team across Clinical, Sales, Service, Technology and National Accounts to optimize customer experience. + Educate through case coverage, in-services and office calls to drive account independence. + Attend all corporate training, sales meetings, conventions, and in-field development courses. + Train Technologists and Radiologists how to effectively use our biopsy products to drive conversions and increase utilization of all available products. + Build professional relationships with physicians and other medical personnel by attending Medication Education programs, Journal Clubs, Residency programs and other events + Build a winning team around the customer - needs the customer has and needs we create + Holds self-accountable and fulfills commitments. + Other responsibilities as deemed appropriate by management and as business dynamics change **What We Expect:** **Qualifications:** + Candidates with backgrounds such as Radiology Technologists, Mammography Technologists, Registered Nurses (RN), or other clinical professionals are strongly encouraged to apply. + Minimum 1+ year of experience in a clinical setting and or clinical sales or working in a clinical environment required. + 3+ years of experience in clinical radiology/imaging/mammography, medical sales, or a related clinical field preferred. + Clinical degree and/or certifications (such as RT, Mammo Tech, RN, or other relevant clinical credentials) highly preferred. + Demonstrated track record of success in achieving business results in complex, matrixed environments. + Excellent problem-solving and strategic thinking skills, with the ability to navigate and win complex customer opportunities. + Proven negotiation skills in B2B sales, including capital equipment, medical devices, and/or disposables. + Strong team player who collaborates effectively with internal stakeholders (Sales, Clinical Applications, Support/Service, Technology teams) and external partners (Radiologists, Mammography Technicians, Modality, Operations, Pricing teams). + Self-motivated with a sense of urgency and a positive, 'can do' attitude. + High level of business and financial acumen. + Exceptional listening and interpersonal skills, as well as outstanding oral and written presentation abilities. + Top performer in previous roles (e.g., Presidents Club, top revenue generator) preferred. **Education:** + Bachelor's degree preferred in a clinical, biomedical, business or marketing discipline and or equivalent clinical/mammography/nursing experience. Associates degree in a clinical specialty acceptable. **Additional Details:** + Since this position requires you to drive extensively during the work day a valid driving license and driving record satisfactory to the Company, as well as a serviceable vehicle available for work use is mandatory. + Required travel throughout your territory - up to 75%. + Willingness and ability to relocate. + This role is based on a base salary and commission plan combination. On target compensation range for a highly successful individual may earn up to $120,000 annually. Final compensation packages will ultimately depend on factors including relevant experience, skillset, knowledge, territory/ geography, education, business needs, market demand and performance versus quota. \#LI-KM3 **So why join Hologic?** We are committed to making Hologic the company where top talent comes to grow. For you to succeed, we want to enable you with the tools and knowledge required and so we provide comprehensive training when you join as well as continued development and training throughout your career. From a benefits perspective, you will join our wide-ranging benefits policy including medical and dental insurance, 401(k) plan, vacation, sick leave and holidays, parental leave and many more! If you have the right skills and experience and want to join our team, apply today. Agency and Third Party Recruiter Notice: Agencies that submit a resume to Hologic must have a current executed Hologic Agency Agreement executed by a member of the Human Resource Department. In addition Agencies may only submit candidates to positions for which they have been invited to do so by a Hologic Recruiter. All resumes must be sent to the Hologic Recruiter under these terms or they will not be considered. Hologic's employees are subject to third-party COVID-19 vaccination requirements, including from customers and governmental entities. Hologic is an equal opportunity employer and consistent with federal, state, and local requirements, will consider requests for reasonable accommodation based on disability or sincerely-held religious beliefs where it is able to do so without undue hardship to the company. Hologic, Inc. is proud to be an Equal Opportunity Employer inclusive of disability and veterans
    $120k yearly 42d ago
  • Professional Liability Account Manager

    Bing Recruitment 4.4company rating

    Relationship manager job in Rochester, NY

    Job Description We are seeking a dynamic and experienced Professional Liability Insurance Account Manager. The successful candidate will be responsible for managing a portfolio of Professional Liability (Management Liability) insurance accounts: D&O, E&O, EPLI, Cyber, etc., providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: Serve as the primary point of contact for a portfolio of professional liability insurance clients Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments Identify new market opportunities and develop strategies to expand our customer base Build and maintain strong relationships with key clients, ensuring their needs are met Prepare and present insurance proposals and renewals to clients Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: Current property and casualty license 3 Years of experience preferred in professional & commercial insurance Background in account management, sales, and negotiation with a strong knowledge of commercial insurance products and coverages Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues Detail-oriented with strong analytical and problem-solving abilities Organizational skills with the ability to prioritize tasks effectively
    $69k-107k yearly est. 15d ago
  • Tax Account Manager

    Compeer Financial 4.1company rating

    Relationship manager job in Rochester, NY

    Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid work option up to 50% remote and is based out of the MN-Rochester office location. The contributions you will make: This position performs tax planning, tax preparation services and is responsible for signing client tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects. A typical day: Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements. Provides tax and accounting consulting services on a wide range of issues affecting clients. Prepares and signs income tax returns for individual, partnership and corporate clients. Prepares payroll tax, 1099, W2 and related forms and reports. Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services. Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services. The skills and experience we prefer you have: Bachelor's degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Advanced experience in tax planning and preparation. Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required. Will consider those currently enrolled in certification program. Ability to earn certification by passing the Farm Credit Services Tax Exam. #IND100 #LI-RM1 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $73,700 - $111,400 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.
    $73.7k-111.4k yearly Auto-Apply 60d+ ago
  • Automation Account Manager

    SMC Corporation 4.6company rating

    Relationship manager job in Rochester, NY

    PURPOSE * The Automation Account Manager is responsible for representing SMC in all business activities associated with current customer and distributor account support. This position also has the responsibility to create and develop new business relationships to increase market share and obtain growth. ESSENTIAL DUTIES * Retains and profitably grows sales through proactive management of top strategic accounts and SMC distributors * Presents all of SMC's capabilities, services, and products to current and prospective customers and SMC distributors * Serves as the primary contact for assigned customers and is responsible for customer satisfaction * Represents customer's needs and goals within the organization to ensure quality * Leads all aspects of the sales process, calling upon others to assist in solution development * Proactively manages customer satisfaction and service delivery by anticipating potential service problems, and monitoring satisfaction * Completes detailed SAP and forecasts as required * Maintains/creates very strong and deep-rooted relationships with key decision makers within designated strategic target accounts; recognized and respected by customer's top management team within top-rated accounts * Effectively utilize SMC tools and resources to ensure organizational consistency and efficiency * Meet or exceed target sales goals as detailed by Branch and Sales Managers * Complete market reports as new and relevant information become available * Manage SMC assets appropriately and be able to successfully calculate ROI using the RINGI process * Have passed all Pneumatic theory and other technical training required by SMC * Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional associations * Mentor, guide, and teach SMC sales philosophy, strategies, and tactics to new SMC sales professionals * Document sales calls, projects, opportunities, contacts, success reports, and activity in CRM * Complete other duties as prescribed by the Branch Manager/Sales Manager All other duties as assigned PHYSICAL DEMANDS/WORK ENVIRONMENT * Fast-paced environment (includes both office and field work) * Travel with some extended stay away from home * Physically capable of lifting SMC products and displays up to 50 lbs Varying work hours MINIMUM REQUIREMENTS * Bachelor's degree in Business, Marketing, related technical field, or equivalent experience * Minimum five (5) years of sales experience with SMC or equivalent industry sales experience * Extensive knowledge of SMC product lines * Comprehensive understanding of pneumatic components and their application * Thorough understanding of SMC policies and procedures * Detailed understanding of competitive product lines * Excellent communication, problem-solving, and leadership skills * Proficient in the use of computers and ability to learn new programs and tools as required * Clean driving record For internal use only: Sales001
    $56k-88k yearly est. 35d ago
  • Transplant Account Manager

    Impactbio

    Relationship manager job in Rochester, NY

    Transplant Account Manager - Rochester / Buffalo Direct Hire position with CareDx. ImpactBio has partnered with CareDx to support them with their staffing needs in identifying a Transplant Account Manager (TAM). CareDx, Inc. is a leading precision medicine solutions company focused on the discovery, development, and commercialization of clinically differentiated, high-value healthcare solutions for transplant patients and caregivers. CareDx offers products, testing services, and digital healthcare solutions along the pre- and post-transplant patient journey, and is the leading provider of genomics-based information for transplant patients. The Transplant Account Manager (TAM) is responsible for driving adoption and volume growth of the CareDx transplant diagnostics portfolio (********************************************************** Focusing primarily on transplant centers and community nephrology account customers, the TAM will coordinate and collaborate with the Solutions Account Manager (SAM), Patient Care Managers (PCM) and Medical Science Liaisons (MSL) to develop and execute account level growth strategies. Successful TAMs are collaborative, agile problem solvers with strategic account management and sales experience, possessing strong communication skills and clinical aptitude, taking a patient centric approach to delivering results. This position offers competitive base pay and incentive compensation, benefits package including Medical, Dental & Vision insurance, gym reimbursement program, car allowance, fuel reimbursement, as well as a 401K plan match, employee stock purchase plan, and other perks. To learn more about CareDx, visit : ************************** Go to ************************************************ to view the job and apply. Essential Duties & Responsibilities: Develop a deep understanding of accounts' needs, objectives, and challenges in order to provide tailored solutions that meet their requirements. Identify new business opportunities within existing accounts to upsell and cross-sell relevant CareDx products, solutions or services. Develop and execute strategic plans to drive business growth and achieve sales targets. Create and implement long-term, account-specific strategies and tactics to drive adoption, gain market share, expand the CareDx footprint and achieve commercial goals. Possess an understanding of therapeutic area, scientific concepts, testing platforms, mechanisms and processes, as well as supportive key clinical studies to ensure product knowledge and clinical & technical proficiency. Identify key customer stakeholders and influencers, establishing strong relationships and partnerships, continually solicit feedback on additional needs, products, and features. Resolve customer issues promptly and efficiently, managing expectations and ensuring customer satisfaction. Forecast and manage the sales pipeline and growth strategies to track progress towards objectives at both the account and regional levels. Prepare regular performance reports for regional leadership, providing insights into strategy effectiveness, ROI, and other key performance indicators Partners with Commercial, Marketing, Customer Experience, Medical Affairs, Market Access and Operations teams to develop creative solutions that address customer needs. Maintain vendor credentials to work in hospitals and other medical facilities as required. Other responsibilities as necessary to perform in the position. Qualifications: Bachelor's degree required, advance degree (e.g., MBA) preferred Minimum of 10 years' sales or strategic account management experience in the healthcare industry Experience selling into hospitals, hospital/health systems, and/or enterprise-level accounts, navigating across multiple levels of stakeholders and departments Track record of developing effective account strategies that maximize business outcomes Strong written and oral communication & organizational skills Must be willing to travel 50 - 75% or greater, including frequent day trips and overnight travel Ability to pass and / or obtain necessary Vendor Credential background screening checks and requirements to work in Hospital and healthcare settings. Proficient with Word, Excel, PowerPoint, Outlook, Salesforce.com and analytical tools Must possess a valid driver's license and maintain an acceptable driving record Additional information on CareDx: Every individual at CareDx has a direct impact on our collective mission to improve the lives of organ transplant patients worldwide. We believe in taking great care of our people, so they take even greater care of our patients. In addition, we have a Living Donor Employee Recovery Policy that allows up to 30 days of paid leave annually to a full-time employee who makes the selfless act of donating an organ or bone marrow. With products that are making a difference in the lives of transplant patients today and a promising pipeline for the future, it's an exciting time to be part of the CareDx team. Join us in partnering with transplant patients to transform our future together. CareDx, Inc. is an Equal Opportunity Employer and participates in the E-Verify program. Go to ************************************************ to view the job and apply.
    $61k-103k yearly est. 60d+ ago
  • Recruiter / Account Manager

    Sourcepro Search

    Relationship manager job in Rochester, NY

    SourcePro Search is conducting a search for an experienced Recruiter/Account Manager to join its team. The ideal candidate is: a team player with 1-2 years of recruiting or sales experience, with core competencies that include basic interviewing, applicant tracking, creative sourcing and social media experience. ****************************
    $61k-103k yearly est. 60d+ ago
  • Account Manager - State Farm Agent Team Member

    Van Travis-State Farm Agent

    Relationship manager job in Rochester, NY

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Paid time off Signing bonus Insurance Sales Professional Auto, Home & Life Rochester, NY | Full-Time On-Site | Base Salary + Commission + Bonus *** Signing Bonus for Insurance / Financial Professionals who are already Licensed *** Are you a Sales Professional who thrives on building relationships, generating referrals, and delivering results? Are you committed to the highest standards and ethics, and always do what is best for the customer? Are you competitive and like to win? Our established Insurance and financial Services Agency seeks a sales-driven, goal-focused, licensed Insurance Sales Professional to join our high-performing team. You must be career-focused and looking for a long-term Insurance & Financial Services opportunity. If owning your own business/agency is something you desire, we have a well-established and proven training program to help you achieve that, too. Weve been in business for 30 years, have an excellent current team, and we are looking for the right individual to help us grow. If you're a natural networker with a hunter mentality, this is your opportunity to make a real impact and be rewarded for your results! What Youll Do: Sell Auto, Home, and Life Insurance Generate New Business through referrals, networking, and community involvement Cross-sell from our large existing client base Meet and Exceed monthly sales goals Help grow our agency's reputation and client base What You Bring: Minimum of 13+ years of successful sales experience Property & Casualty and/or Life Insurance License (Preferred or must be able to obtain) Goal-oriented, outgoing, self-motivated mindset Excellent communication and relationship-building skills Benefits: Generous Base Salary (Based on Experience & Poven Sales Track Record) + Commission + Bonuses 401(k) with Generous Match Medical & Dental Insurance Paid Time Off + Paid Holidays Strong Internal Support and Training Join a results-oriented, and ethical sales environment where you can determine your desired success level and income. Apply now About the CompanyThe Van C. Travis Agency was founded in 1996 by Van C. Travis III with a clear vision: to build an agency rooted in integrity, service, and long-term relationships. For nearly three decades, we have grown steadily by consistently doing what is in the best interest of our customersnot just at the beginning of the relationship, but throughout every stage of their lives. We specialize in Insurance and Financial services, including Auto, Home, Life, Disability and Personal Financial and Retirement planning. Whether helping a family protect what matters most or guiding them toward a secure retirement, our mission is to provide the knowledge, products, and support our clients need to move forward with confidence. Our commitment to exceptional service has earned us one of the highest customer retention rates among all agencies in the country and over 100 Google 5-Star Reviews. Clients stay with us not only because of the coverage we provide, but because of the people behind itour dedicated, caring team who go above and beyond, every day. Award-Winning Excellence Our agency has consistently been recognized at the highest levels for performance and service. We have proudly earned numerous honors over the years, including: Chairmans Circle Ambassador Club Travel Crystal Excellence These awards reflect the collective efforts of our team and the trust our clients place in us. Our Culture We believe people do their best work in an environment that is friendly, supportive, and inclusive. Whether youre an experienced professional or new to the industry, youll find a team here that values collaboration, encourages personal growth, and is always ready to help one another succeed. We are proud of the respectful, welcoming atmosphere weve builtand we work hard to maintain it every day. Looking Ahead As we approach 30 years in business, we continue to evolve while staying true to our core values. We are excited about the future and were even more excited about those who will be a part of it. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.
    $61k-103k yearly est. 28d ago
  • Account Manager - State Farm Agent Team Member

    Dominic Agostini-State Farm Agent

    Relationship manager job in Rochester, NY

    Job DescriptionBenefits: Simple IRA Competitive salary Dental insurance Paid time off Training & development Vision insurance Bonus based on performance Flexible schedule Health insurance ABOUT OUR AGENCY: At our agency, work-life balance is a top priority. As a family man myself, I understand how important it is to have time with loved ones, which is why we often take additional Fridays off in the summer to spend more time with our families. Were also dedicated to giving back to the community. Each quarter, our team enjoys office outings that are often tied to volunteer opportunities like food drives or supporting local schools. Other times, its simply about having fun togetherwhether thats catching a movie, going to a baseball game, or enjoying time outside the office. One of the unique perks of working here is our Lets Make A Deal promotion around sales achievements. Team members can earn personalized rewards such as car detailing, weekend getaways, and moremaking success both motivating and rewarding. We are consistently ranked among the top three insurance agencies in Rochester, and were committed to fostering a culture of growth, professionalism, and winning together as a team. ROLE DESCRIPTION: Interested in a rewarding sales position that allows the option to own your own business one day with the #1 Property & Casualty insurer in the nation? As an Account Manager for the Dominic Agostini Agency, you are vital to our daily business operations and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Promote successful and long-lasting customer relations. QUALIFICATIONS: Experience in sales (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Experience managing client relationships is preferred Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal, and listening Dedicated to customer service Able to anticipate customer needs Able to effectively relate to a customer
    $61k-103k yearly est. 7d ago
  • Personal Insurance Account Manager

    Lawley Agency, LLC

    Relationship manager job in Rochester, NY

    Job Description These are the fun damental components of the job: Manage an assigned book of existing business, focusing on growth and retention. The Account Manager will routinely conduct consultative conversations with our clients and prospects to ensure all coverage needs are addressed Develop, quote and sell Personal Insurance to new and existing clients Work within designated timelines to provide superior customer service to retain our clients, as well as referrals and new business opportunities Responsibilities for processing endorsements and creating insurance documents as needed Other fun ctions of the job: Establish and maintain professional relationships with carriers and clients Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: Insurance experience in customer service or account management for 3 years or more Property/Casualty License Relevant knowledge of insurance products, documents and usages Computers skills are a must, Applied & EPIC experiences is preferred Ability to work well independently and on a team Incredible attention to detail and organizational skills Open to continuing education, college degree preferred Positive attitude, even in a fast paced environment A passion to make customers and coworkers feel important and valued Capability to work quickly and efficiently Methodical, yet swift decision making skills Precise verbal and written communication skills, even under time constraints A bit about Lawley! We are not a call center environment We achieve success by building genuine relationships together, with our teams and clients We are a family owned insurance broker (nearly 70 years!) We are deeply committed to the communities we serve and love to get involved We work hard and play hard!!! Why Lawley? Competitive salary and referral bonuses! Expansive Benefits (Medical, Dental, Vision-and SO many more) 3 weeks of PTO (prorated based on start date) AND a generous holiday schedule - available 1st day! Company 401K contribution received starting Day 1 (for participants 21+ years old) Educational support, career development, and growth opportunities Job Security (we've never had a lay-off, even during the pandemic) Flexibility, including hybrid schedules! Business hours 8am-4:30pm Comfortable, family-oriented culture, with an emphasis on work life balance Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities) Fulfilling opportunities that align with your career path and our business needs The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $51,498.15 to $85,830.25.
    $51.5k-85.8k yearly 8d ago
  • Account Manager - State Farm Agent Team Member

    Chris Ross-State Farm Agent

    Relationship manager job in Webster, NY

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Chris Ross - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. This is an in-office position. Our office is located in Webster, NY. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.
    $61k-103k yearly est. 14d ago
  • Account Manager II

    Paylocity 4.3company rating

    Relationship manager job in Pittsford, NY

    Job DescriptionDescription: Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture. While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce. We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it's career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business. Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us! In-Office: This is a 100% in-office role based at our Rochester, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. Position Overview The Account Manager II is pivotal in resolving client payroll and HR system challenges while fostering exceptional customer relationships through fundamental technical expertise. The Account Manager II delivers outstanding customer service by effectively utilizing available resources and prioritizing issues. The role involves meeting performance metrics through inbound and outbound interactions, including phone conversations, Zoom meetings, and email exchanges. Serving as the primary point of contact within a dedicated client support team, the Account Manager II assumes full responsibility for maintaining and enhancing client relationships. Responsibilities Issue Resolution - Maintain consistent availability, manage workloads for optimal accessibility, effectively troubleshoot and resolve client issues, and escalate when necessary. Client Focus - Champion clients' interests, delivering clear and effective resolutions. Collaborate with internal technical experts to provide optimal solutions. Timely Solution Delivery - Prioritize successful and punctual solution delivery in line with client requirements and internal service metrics. Metrics include availability, outbound adherence, first call & case resolution, minimal escalations, and high client retention & satisfaction. Leverage Resources - Appropriately leverage resources to source and validate answers, document issues while adhering to payroll policies, and ensure seamless client support. Embrace feedback and adapt behaviors as needed. System Capabilities - Ability to navigate systems and maintain advanced knowledge in Paylocity Products and Partners. Team Player - The ability to work cross-functionally, contribute to collective goals, and share insights. Fosters a cohesive and productive work environment. Expectations Dependability/Follow-Up: Proficiently multitask, respond promptly, and ensure timely follow-up. Problem Solve: Skillfully troubleshoot and resolve issues using knowledge, resources, and qualitative and quantitative information. Communication: Exhibit professional written and verbal communication consistently with internal and external stakeholders. Knowledge & Resourcefulness - Ability to effectively utilize internal resources and resolve issues to ensure minimal escalations and maintain a positive customer experience. Optimizing Products - Being the product expert while being current on product releases and mandatory training. Education and Experience Required Bachelor's degree and a minimum of 1 year of experience in technical support, call center operations, or other high-volume customer-facing roles; or High School Diploma and either 2 years of HCM experience or 4 years of relevant experience in technical support, call center operations, or other high-volume customer facing roles Experience in customer service or previous client interfacing role Strong computer skills, including Microsoft Office with proficiency in Excel Strong written communication skills for business correspondence. Strong team player with attention to detail Essential Skills: Analytical thinking, problem solving, time management, communication and decision-making Preferred Experience in team leadership or support roles - including coaching, training, peer mentorship, or acting as a subject matter expert (SME) Experience in payroll and/or call center environment CPP, FPC, APA, and/or SHRM-CP certified Self-starter with the ability to handle multiple projects at once Physical Requirements Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day. Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously. Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better. We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. The base pay range for this position is $24 - $26 /hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via ************************** Requirements:
    $24-26 hourly 28d ago
  • Account Manager - State Farm Agent Team Member

    Chris Ross

    Relationship manager job in Webster, NY

    Responsive recruiter Replies within 24 hours Benefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Chris Ross - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. This is an in-office position. Our office is located in Webster, NY. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations. Compensation: $50,000.00 - $70,000.00 per year Do you want a career and not just a job? We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you want to work in an environment that is fun, challenging, and rewarding, then Chris Ross - State Farm Agent may be the right fit for you! Come work with an energetic, fun team at Chris Ross - State Farm Agent! About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. I have been a State Farm agent since 2008. I am a proud graduate of SYRACUSE UNIVERSITY. We have 25 years of combined insurance experience in our office. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, National Quality Award, and Bronze Tablet If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $50k-70k yearly Auto-Apply 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Rochester, NY?

The average relationship manager in Rochester, NY earns between $69,000 and $150,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Rochester, NY

$102,000

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

The biggest employers of Relationship Managers in Rochester, NY are:
  1. Northwest Bank
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