Relationship manager jobs in San Jose, CA - 2,923 jobs

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients.As our Wealth Relationship Manager you will: Provide financial solutions and opportunities to your portfolio of clients Increase wallet share of existing clients and identifying product opportunities within the business Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a “bonus”). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.You´ll likely have the following qualifications to succeed in this role: Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management Strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources Strong business development skills to work with outside COI's to develop self-sourced business Self-Motivated and Self-driven individual with strong relationship and communications skills Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required Mandarin and/or Cantonese language As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. HSBC #J-18808-Ljbffr

A leading financial institution is seeking an experienced Relationship Manager in San Francisco to develop new business and manage key client relationships. The ideal candidate will have over 7 years of relevant experience and a Bachelor's degree in Business Administration, Finance, or Accounting. Responsibilities include handling client issues, structuring deals, and engaging senior leadership to drive holistic business solutions. The role offers a competitive salary range from $88,800 to $165,600, along with comprehensive benefits and incentives. #J-18808-Ljbffr

A major financial institution in San Francisco is seeking a Commercial Banking Relationship Manager to manage and grow a complex portfolio of commercial loans. The ideal candidate will have over 10 years of commercial lending experience and at least 3 years in a management role. Strong leadership and communication skills are essential. This position offers a competitive salary range of $170,255 to $200,300, along with extensive benefits to support health and financial security. #J-18808-Ljbffr

A leading FinTech recruitment firm is seeking a Director/Senior Director of Client Solutions & Strategic Partnerships. The role involves driving operational strategy for a rapidly scaling company. Ideal candidates will have 7-12 years of experience in FinTech, expertise in client engagement, and a strong understanding of regulatory compliance. Competitive compensation and the opportunity to influence future finance transformations are offered. #J-18808-Ljbffr

Bristlecone is the industry's largest pure-play supply chain service provider. As the trusted partner for AI-first supply chain transformations, we specialize in empowering customers with tech-enabled solutions for planning, sourcing, and fulfillment. Through our consulting, platforms, and supply chain build and enablement expertise, we help Global 2000 organizations in the life sciences, retail, consumer goods, manufacturing, and high-tech industries drive visibility, resiliency, and efficiency across their supply chain. Guided by a consulting-led approach, we serve as strategic partners to customers throughout their supply chain transformation journey. With comprehensive advisory and implementation capabilities, we offer high-value consulting spanning domains, processes, and change management, ensuring tailored solutions that drive meaningful outcomes for each customer. Bristlecone is headquartered in San Jose, California, with locations across North America, Europe, and Asia. It is part of the Mahindra Group. Learn more at ******************* Equal Opportunity Employer Bristlecone is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status Privacy Notice Declarations for California based candidates/Jobs:: https://*******************/life-at-bristlecone/#careers Job Description: Client Partner - Google relationship The Client Partner is the CEO of a portfolio of business who is passionate about forming and driving successful client relationships and can successfully interact with senior executive level clients. Through their role, Client Partners focus on all aspects of client growth, relationship development, financial integrity, and quality delivery and execution of all engagements that drive organic growth and strong relationships. This individual manages growth and evolution of multiple client relationships and can lead complex multi-dimensional engagements that combine consulting, and large technology deployments. This person is a high-energy leader with the ability to grow client relationships through presenting new strategies and innovative ideas. The Client Partner is experienced in leading teams of both Client Service as well as service line professionals on multidisciplinary teams in a matrixed environment. These individuals also have a strong operational acumen in operating their clients business to meet financial and client satisfaction targets. Key Responsibilities Responsible for a portfolio of business in one of Bristlecone's most strategic and fast growing relationships Responsible for sales of SAP and other supply chain and related services to the client. Focus on developing new relationships in the client organization and converting them to opportunities and deals. Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting. Accurately plan and forecast revenue growth to achieve their net revenue and margin targets. Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio. Continually increase knowledge of the client's business (and industry) often serving as the client's first line consultant. Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients. Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches. Effectively “on-board” new client relationships. Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation. Qualifications: Relevant undergraduate degree required with advanced degree preferred. Unparalleled client relationship skills and business acumen - you must be able to earn Trusted Advisor status with clients. Experience in managing the Google relationship is highly desired. At least 10 years of experience in working with senior level client contacts. At least 5 years' recent experience in growing and managing complex client relationships. Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.

Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr

A leading tech company in San Francisco seeks a Senior Customer Success Manager. The role involves driving customer success through strong relationship management and technical guidance on cloud solutions. Candidates should have a strong background in customer success within technology and excellent interpersonal skills. This full-time position offers competitive pay and numerous benefits, including stock options and health insurance. #J-18808-Ljbffr

Hover is making the homeowner journey easy, transparent and fun. Starting with the home improvement industry, we're answering age‑old questions like, “What is it going to look like?” and “What is it going to cost?”, by helping homeowners and pros visualize what's possible with Artificial Intelligence (AI) and interactive 3D property models. Homeowners, contractors, and insurance professionals all use Hover to get fully measured, accurate, and interactive models of any property-in a matter of minutes, and with just a few snaps of a smartphone camera. Join a team that is rooted in challenging the status quo, persistence, and dedicated to serving our employees, customers, and communities. With key investors, including Google Ventures and Menlo Ventures and leading insurance carriers such as Travelers, State Farm, and Nationwide, Hover is committed to changing the world, one home at a time. At Hover, we believe there is strength in diversity and are fostering an inclusive and diverse culture by hiring qualified, talented people from a wide variety of backgrounds. About the position As an Account Manager at Hover, your responsibilities will be primarily focused on growing and strengthening relationships with Hover's enterprise Insurance partners. As the team attracts new insurance partnerships, you will manage growth within the account and develop strong relationships with key stakeholders across various business, training, and project management teams. In this role, you will be responsible for running pilot programs, developing and executing enablement plans to successfully roll out Hover's solution within new accounts, answering customer requests, identifying growth opportunities within the account and managing customer contract renewals. You will also work closely as the liaison between cross‑functional teams at Hover, including Sales, Product Development, Engineering, Finance, and Production departments. You will contribute by Lead and manage all pilot programs including weekly progress meetings between technical and business units Lead and manage customer rollouts and customer renewals Manage client expectations, and ensure the timely and successful delivery of Hover's solutions according to customer's needs and objectives Strengthen existing account utilization, and identify opportunities for account growth Develop trusted advisor relationships with key stakeholders, executive sponsors, and field staff Become the Subject Matter Expert on the Hover platform features and functionality, as well as the Go‑To‑Market approach Clearly communicate the progress of monthly & quarterly initiatives to internal and external stakeholders Build QBR decks that show client growth and success Forecast growth and track key account metrics Your background includes 3+ years of experience as an Account Manager, National Account Manager, Account Executive, or relevant role Ability to develop robust enablement plans based on a customer's workflow and requirements Proven track record of upselling or retention in enterprise accounts Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C‑level Solid experience with CRM software (Salesforce, Excel, G‑Suite) Solution‑oriented sales philosophy built around asking questions, listening, GAP and Challenger selling methodologies Great attitude, with a commitment to being an excellent team mate and cultural contributor Property & Casualty Insurance experience a nice to have Benefits Compensation - Competitive salary and meaningful equity in a fast‑growing company Healthcare - Comprehensive medical, dental, and vision coverage for you and dependents Paid Time Off - Unlimited and flexible vacation policy Paid Family Leave - We support work/life balance and offer generous paid parental and new child bonding leave Mandatory Self‑Care Days - A day set aside each month to allow employees to recharge Remote Wellbeing Resources - We provide recurring fitness classes, meditation/ mindfulness tools, virtual therapy, and family planning assistance Learning - We encourage continued education and will help cover the cost of management training, conferences, workshops, or certifications Hybrid roles at Hover Hover has Hubs in San Francisco and New York City, where we expect that all employees living within a 50‑mile radius of our offices will come into their local Hover office at least three times a week to build rapport and foster organic connection. At this time, Hover is not considering fully remote roles. The US base salary for this full‑time position ranges from $147,000-$182,000, with an OTE of $210,000-$259,000 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all applicable US locations. Within the range, individual pay is determined by work location and additional factors, including job‑related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. #J-18808-Ljbffr

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

A major financial services company is looking for a Relationship Manager in San Francisco to drive sales in the Business Cards & Payments group. This role involves building relationships with small and mid-sized businesses to enhance their financial management. Ideal candidates should have a minimum of 3 years in sales and a proactive, goal-oriented mindset. The position offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr

Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a Relationship Manager, Commercial Banking to become a critical part of our team. Location: San Francisco, CA Job Responsibilities: Develop and manage new and existing client relationships through superior client service. Keep up to date with local bank competition and community involvement. Act as personal concierge for all commercial banking clients, anticipating their needs and exceeding expectations. Meet established goals by keeping up to date on all Bank products and services, and recommending appropriate products and services to each client. Meet clients in person or on calls, demo products available to the client, and provide assistance with product setup. Collect and analyze information to determine credit worthiness of prospects; present loan recommendations to the Bank's Chief Credit Officer and loan committee(s) as appropriate. Establish, and negotiate when necessary, credit terms including cost, repayment method and schedule, and collateral. Take responsibility for processing and maintaining all loans in the portfolio (e.g., ensure loans are properly risk-rated, borrowers' financial reporting and payments are current). Represent the Bank at community, networking, and trade association functions. Team up with internal partners to enhance the client experience, through continuous improvements. Requirements: College or advanced degree in business or related field, or equivalent work experience. Operational knowledge of commercial banking services and regulations (e.g., credit; depository, cash management and loan products; BSA/AML). Knowledge of and ties to the San Francisco/Bay Area market. Excellent oral and written communication skills with absolute discretion. Proficiency with Microsoft Office, specifically Word and Excel; knowledge of Salesforce. Ability to organize and prioritize amid change. Strong credit and analytical skills. Attention to detail is critical. A high level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively at all times. To apply please send your resume or inquiry to Sue at ************************** Base salary $110,000 - $160,000 with a highly competitive no cap incentive plan. BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual's race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

San Francisco, Palo Alto, Los Angeles, San Diego, Boston, New York or Washington, DC Join a high-impact team dedicated to strengthening the firm's most important client relationships. As a Client Relations Manager, you'll partner closely with the Director of Client Relations to shape and execute a strategic, programmatic approach to client development-energizing client teams, advancing action plans, and driving targeted growth initiatives. Collaborating across Marketing and key firm functions, you'll play a central role in elevating the client experience and unlocking new opportunities. They're looking for someone who is naturally curious, boldly entrepreneurial, and relentlessly committed to delivering exceptional service. Partner with the Associate Director of Client Relations to develop, maintain, and execute strategic client team action plans. Lead effective use of Salesforce to manage contacts, track engagement, and deliver actionable reporting via dashboards. Serve as a central communicator for client teams-sharing updates, guiding meetings, and organizing agendas, notes, and action items. Identify opportunities to deepen client relationships and propose creative, strategic approaches to expand engagements. Plan and execute client-facing events, CLE programs, sponsorships, and other initiatives that strengthen relationships. Coordinate outreach to relationship partners on event invitations, CLE opportunities, award nominations, and other value-add offerings. Advise Business Development colleagues on client-informed pitch strategies and coordinate cross-practice or non-assigned pitches. Support client service excellence through reporting, interviews, secondee engagement, and collaboration with internal teams on billing, guidelines, conflicts, and operational needs. Requirements Bachelor's degree required. Minimum five years of legal business development and/or client relations experience; law firm or professional services experience strongly preferred. Proven ability to build and maintain strong client relationships and respond effectively to client needs. Strong strategic, analytical, and problem-solving skills, with the ability to synthesize complex information and support business planning. Excellent communication, writing, and presentation skills, with the ability to engage confidently with stakeholders at all levels. Demonstrated leadership and collaboration skills, including the ability to drive cross-functional initiatives and achieve consensus. Highly organized, detail-oriented self-starter with strong execution, sound judgment, and the ability to manage confidential information. Proficient in Microsoft Office; ability to learn new technologies quickly. Salesforce experience strongly preferred. Benefits Firm offers a comprehensive benefits package starting on your first day. A variety of options for medical, dental, vision, life and disability coverage to meet the needs of you and your family. Industry-leading parental leave and family benefits including adoption and fertility treatment options and backup child and elder care. Global wellness program, including free access to Talkspace and Calm apps. Annual community service day to make an impact on your community and a birthday holiday just for fun. Education reimbursement annually. Dedicated Talent Development team. Competitive annual profit-sharing contribution. Where required by law, salary ranges are stated below. Additional compensation may include a discretionary bonus, overtime as applicable, health/welfare benefits, retirement contributions, paid holidays, and PTO. The range displayed is specifically for positions performed in those cities/states and may vary based on factors including but not limited to the following: local market data and ranges; an applicant's skills and prior relevant experience; and certain degrees, licensing, and certifications. New York, San Francisco, Palo Alto salary range: $140,000.00-$195,000.00, plus bonus Los Angeles, San Diego, Boston, Washington, D.C. salary range: $133,000.00-$186,000.00, plus bonus #LI-Hybrid 38762 Job Type: Full-time, Hybrid Salary: $133,000.00-$195,000.00, plus bonus Date Active: 1.5.2026 Exempt/Not Exempt: Exempt

A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth. #J-18808-Ljbffr

Tax Senior Manager, Private Client Services Job Description The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Reviews basic to complex individual and other tax returns Identifies and performs research when needed and reports and documents the analysis and findings Interacts directly with clients and their advisors Communicates with supervisors, engagement team and clients the status of projects Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training Manages client engagements, supervises, and reviews work of team members Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments Identifies tax planning and consulting opportunities Participates in and initiates business development and networking activities Manages and monitors key performance indicators (KPI's) as established by the business line Involves firm specialists and other business lines to increase cross service opportunities Other duties as required Supervisory Responsibilities: Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting, required Master's degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Experience: Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred License/Certifications: CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Software: Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Language: N/A Other Knowledge, Skills & Abilities: Excellent verbal and written communication skills Detailed oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations One Bush Street, San Francisco, CA, 94104, US 53 300 Park Avenue, San Jose, CA, 95110, US #J-18808-Ljbffr

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Every year, companies spend over a trillion dollars moving freight across the U.S. - but the system for matching trucks with jobs is still slow, manual, and fragmented. FleetWorks is fixing that. We're building voice agents that transform the chaotic freight booking process into a modern, intelligent marketplace. Our agents replace the endless phone calls, texts, and emails and match truckers who want to get paid with loads that need to be moved. We have a small, high-agency team working out of our office in SOMA. As the second member of the customer success team, you will be a true owner of your work, managing our most critical relationships and defining the customer success motion from the ground up. What you'll do Manage the full customer lifecycle, acting as the primary owner from pilot kickoff through implementation, adoption, and renewal. Program manage high-stakes pilots and implementations, ensuring timelines are met and customers realize immediate value from our platform. Work closely with Engineering to scope and deliver on individual customer integration requirements, acting as the technical voice of the customer. Build the CS foundation (0-to-1) by creating documentation, establishing operating procedures, and designing the engagement cadences we need to scale. Drive ongoing customer education, ensuring users understand the full power of our voice agents and platform features. Learn from others and teach those around you. What we look for Professional experience in b2b customer success, account management, sales engineering or implementation, in an entrepreneurial environment. A "builder" mindset: You are excited to be the second member of the team and want to work on 0-1 projects like building playbooks and defining processes. Technical aptitude: You are comfortable working hands on with complex requirements gathering and configurations and collaborating with engineers to make sure we deliver on our promise. A healthy appreciation for hard problems-we are transforming a massive, complex industry and we're just getting started. How we'll get to know each other 45 minute intro call, what you've worked on that you're proud of, your goals and motivations and to figure out how that might fit in with what we're working on at FleetWorks. 45-min interview with a team member you'll work with if you join, so that we can get to know how you think about customer success and collaboration. Case study or presentation to see how you approach customer challenges. Paid onsite work trial so that we can get to know how you work and you can get to know us. We'll talk with your references to help us understand how to best support your development at work-we might do this after you've signed your offer. Transparent offer process that clearly outlines how we came to the compensation package we're offering, including the current and potential value of your equity. What we offer Top tier cash and equity compensation-we aim to be above 75th %ile for companies in San Francisco who have raised a similar amount of cash. Competitive medical, dental, and vision benefits. Fully covered lunches and dinners. The opportunity to learn quickly, grow fast, and be rewarded for your contributions. #J-18808-Ljbffr

Head of Customer ExperienceAbout Us We are a rapidly growing technology company seeking an experienced and dynamic Head of Customer Experience to join our leadership team. As we continue to expand our product offerings and market presence, we need a strategic thinker who can drive our GTM initiatives to new heights. Position Overview The Head of Customer Experience will be responsible for developing and executing comprehensive go-to-market strategies that align with our company's vision and goals. This role requires a deep understanding of Customer Success Management, Sales Enablement, and Product Growth. The ideal candidate will have a proven track record of successfully launching products, scaling revenue, and building high-performing teams. Key Responsibilities GTM Strategy Development and Execution: Develop and implement comprehensive GTM strategies for new and existing products Collaborate with Product, Marketing, and Sales teams to ensure alignment on GTM initiatives Identify target markets, customer segments, and growth opportunities Create and manage GTM budgets and forecasts Customer Success Management: Develop and oversee customer success programs to drive retention and expansion Implement best practices for onboarding, adoption, and ongoing customer engagement Analyze customer data to identify trends, opportunities, and areas for improvement Establish and track key performance indicators (KPIs) for customer success Sales Enablement: Develop and implement sales enablement strategies to improve sales team effectiveness Create and maintain sales collateral, playbooks, and training materials Collaborate with Sales and Marketing teams to align messaging and positioning Implement and optimize sales processes and methodologies Product Growth: Work closely with Product Management to identify growth opportunities and prioritize features Develop and execute product-led growth strategies Analyze product usage data to inform growth initiatives Collaborate with Marketing to develop and execute product marketing campaigns Team Leadership and Development: Build and lead high-performing GTM, Customer Success, and Sales Enablement teams Mentor and develop team members to drive career growth and organizational success Foster a culture of collaboration, innovation, and continuous improvement Cross-functional Collaboration: Work closely with C-level executives to align GTM strategies with overall business objectives Collaborate with Product, Engineering, Marketing, #J-18808-Ljbffr

Casap is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures. Based in San Francisco, the company was founded by product leaders from Robinhood and Chime. We are on a mission to change the way banks operate by automating disputes and fighting friendly fraud. People love what we've built, from everyday users to the biggest names in finance. Casap is seeking a Head of Customer Success to lead the full post-onboarding customer journey and build a world-class Customer Success function from the ground up. You'll own the strategy and execution across customer success, support, renewals, and account growth-driving outcomes that maximize customer satisfaction and retention. You'll collaborate closely with Sales, Product, Engineering, and Implementation to ensure our customers extract maximum value from Casap. Responsibilities Own the Customer Journey: Lead the entire post-implementation lifecycle for our customers-from initial handoff through renewals and upsells-ensuring a seamless and high-impact experience at every step. Build & Scale the CS Org: Hire, manage, and mentor a growing team across customer success and support. Implement scalable structures, playbooks, and KPIs to support Casap's rapid growth. Drive Strategic Outcomes: Build deep relationships with customers, understand their evolving needs, and proactively drive product adoption, account expansion, and long-term loyalty. Collaborate Cross-Functionally: Partner closely with Product, Engineering, and Sales to surface customer insights, influence roadmap priorities, and continuously improve the customer experience. Elevate Support Operations: Develop a high-performing support function with clear SLAs, fast resolution times, and a white-glove experience for our financial institution clients. Build Systems & Processes: Define success metrics, reporting cadences, and operational workflows that help scale the team while maintaining quality and responsiveness. Act as a Trusted Advisor: Represent Casap with executive presence in customer conversations, earning the trust of key stakeholders across banks, credit unions, and fintechs. Qualifications 8+ years of experience in B2B SaaS Customer Success, with a strong track record in high-touch, strategic accounts-ideally mid-market and enterprise customers. Proven ability to build and scale post-sales functions, including hiring, org design, and process development. Analytical and metrics-driven, with experience managing to net retention, CSAT, and support SLAs. Deep understanding of customer success best practices and playbooks for early-stage SaaS companies. Background in fintech or working with financial institutions; experience with the office of the CFO is a strong plus. Familiarity with ERPs (e.g., QuickBooks, NetSuite) and/or financial systems integration workflows. Excellent communication and stakeholder management skills; comfortable engaging both technical and executive-level contacts. Hands-on, scrappy, and excited to build in a fast-paced startup environment! #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly motivated and skilled Senior Customer Success Manager with a strong background in customer engagement and a deep technical understanding of cloud computing, AI, and ML. This role is pivotal in ensuring that our clients maximize the value of our solutions, guiding them through the technical complexities and empowering them with the tools and knowledge to achieve their business and sustainability goals. This is a full-time position. What You\'ll Be Working On Customer Relationship Management: Develop and maintain strong, long-lasting customer relationships, understanding their business needs and technical requirements. Customer Advocacy: Work on case studies to highlight customer successes. Technical Liaison: Act as the bridge between our clients and our technical team, ensuring clear communication and alignment of goals. Technical Guidance and Support: Provide technical guidance and support to customers in the implementation and optimization of our cloud-based AI and ML solutions including Kubernetes solutions. Performance Monitoring and Reporting: Conduct regular reviews and report on customer progress, ensuring the achievement of key performance indicators and return on investment. Customer Journey Coordination: Coordinate with the product and engineering teams to define customer journeys, challenges, and opportunities. Industry and Technical Awareness: Stay up-to-date with industry trends, technical advancements, and regulatory changes to provide strategic advice to clients. Customer Training: Deliver training sessions and workshops to customers on the use and benefits of our products and services. Issue Resolution: Address and resolve customer concerns, ensuring high levels of customer satisfaction and retention. What You\'ll Bring to the Team Educational Background: Bachelor's degree in Business, Engineering, or a related field. Advanced degree preferred. Professional Experience: Proven experience in customer success, technical account management, or a similar role in a technology-driven environment. Technical Proficiency: Strong technical foundation in cloud computing platforms, AI, and ML technologies, with the ability to communicate complex concepts in simple terms. Interpersonal Skills: Excellent interpersonal, communication, and presentation skills. Relationship Building: Demonstrated ability to build relationships at all levels within an organization. Adaptability: Comfortable working in a fast-paced environment with ambiguous and/or iterative fact-sets. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $144,000 -$165,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr