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Relationship manager jobs in Santa Barbara, CA - 66 jobs

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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Santa Barbara, CA

    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
    $45k-52k yearly est. 8d ago
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  • Senior Banker

    Bank of America 4.7company rating

    Relationship manager job in Santa Barbara, CA

    Santa Barbara, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** - Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities - Assists, educates, and trains clients on conducting simple transactions through self-service technologies - Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy - Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping - Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** - Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for helping new and existing clients based on their needs. - Has strong written and verbal communications skills. - Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). - Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. - Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (five months for employees with a work location of New York, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania). - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** - An associate's degree or bachelor's degree in business, finance, or a related field. - Experience working in a financial center where goals were met or exceeded. - Retail and/or sales experience in a salary plus incentive environment. - Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. - Experience with financial information, spreadsheets and financial skills. - Knowledge of banking products and services. - Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** - Active Listening - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-95k yearly est. 6d ago
  • Deposit Sales Relationship Manager

    Mrinetwork Jobs 4.5company rating

    Relationship manager job in Santa Barbara, CA

    Job Description Immediate opening for Deposit Sales/Relationship Manager with a very successful regional financial institution. Focus is to generate core deposits and establish deposit management relationships. RESPONSIBILITIES: Generate new core deposit relationships with the Bank's Deposit Management services. Market Bank's Cash Management products and services and is therefore expected to demonstrate sufficient knowledge to establish new clients and to provide expertise in demonstrations internally and externally. Build internal and external relationships through exceptional problem solving, ownership and follow-through. Provide a high level of personalized sales and service support to key client and Strategic Relationships within the Bank. REQUIREMENTS: Minimum 5 yrs of banking required and proven track record of deposit generation Strong sales and organizational skills Excellent formal and informal presentation skills before both small and large groups. Familiarity with the Greater Santa Barbara/Central Coast market For further consideration regarding this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.
    $68k-108k yearly est. 4d ago
  • Client Growth Strategy Manager

    Publicis Groupe

    Relationship manager job in Santa Barbara, CA

    Welcome to Our World We've been leading the charge in the affiliate industry from day one-establishing performance marketing and paving the way for future innovations. We're known for maintaining one of the largest, most reliable partnership platforms with impeccable, personalized service. Founded in Santa Barbara, California in 1998, CJ (formerly Commission Junction) stands as the most trusted name in performance marketing. We specialize in building partnerships between top brands and reputable publishers to drive revenue and business growth. CJ's industry-leading solutions make us the platform of choice for over 3,800 global brands across sectors like retail, travel, finance, technology, and home services. As part of Publicis Groupe, our savvy data capabilities, cutting-edge tech, and strategic expertise facilitate genuine connections, allowing brands to reach consumers wherever they are. A Quick Peek at Affiliate Marketing Think back to your last online purchase. Did an influencer tip you off about a great product and offer a discount? Or perhaps you relied on a trusted review site to make your decision? Whatever path you took, affiliate publishers likely played a role by influencing, informing, or helping you find the best deal. CJ connects brands with these publishers, creating valuable resources for shoppers like you. Overview As a Client Growth Strategy Manager, you are responsible for a portfolio of advertiser accounts. Growth Strategy Managers provide expert advice, training, and consultation on affiliate marketing procedures and strategies; as well as create content, tools and thought leadership. This role plays a key role in renewing contracts, upselling relevant services, providing financial projections, and working with counterparts in other CJ functions to ensure client needs are met. The Client Growth Strategy Manager is the trusted advisor to our advertisers and collaborates with them on how to best implement affiliate marketing strategy on the CJ network. Responsibilities What you'll be doing: * Manage client relationships and develop a deep understanding of advertiser's corporate and marketing objectives to develop affiliate marketing strategies that deliver high impact results. * Lead a team of affiliate marketers and work together to drive the execution of the strategy while ensuring timeliness and effectiveness of deliverables. * Pitch CJ's products and solutions and gain adoption to meet client business goals. * Convey CJ's value proposition, functioning as point of escalation partners joined to advertiser programs. * Define platform feature and capability enhancements as a product collaborator on behalf of advertisers. * Grow CJ client revenue and accurately forecast revenue growth and identify potential. * Develop and share best practices, content, and tools to be used by clients and/or published in CJ's Support Center, Blog, and other marketing collateral. * Lead collaboration with cross-departmental teams to identify and troubleshoot complex program management and technical challenges. * Mentor Associates- coach, provide guidance, and best practices to help team members succeed at CJ Qualifications What we look for: * Bachelor's Degree or commensurate work experience * 5 plus years of experience working in a marketing role-ideally digital performance marketing * Capability to develop thoughtful strategies to grow advertiser programs * Strong written and verbal communication and relationship skills * Ability to work cross functionally with Product, Analytics, Accounting and Technology teams to accomplish client objectives * Deliver high quality service and results to clients while delivering against CJ financial expectations * Proven leadership and coaching skills * Critical thinker and creative problem solver - you are able to influence/develop/negotiate account strategies that incorporate affiliate marketing best practices * Passion for innovation and technology * Proficient knowledge of the Microsoft suite of products, including Windows, Word, Excel, and PowerPoint Additional information This is a hybrid role requiring 3 days a week in office. CJ is the leader in Performance Marketing. We take pride in our innovative technology, comprehensive data solutions and our people. We equip our teams with advanced tools, training and career development opportunities all to provide modern solutions, strategies and support to deliver high quality results for our clients. We work in an enthusiastic, collaborative team setting that values outstanding performance. We're a community of creative and passionate problem solvers who go the distance to tackle the tough questions, think creatively, and drive resourceful growth, for our clients-and ourselves. We foster and embody an inclusive and collaborative culture where diverse perspectives are sought, relationships are valued, and people feel accepted with a sense of belonging in expressing themselves authentically. We pride ourselves in having a workplace environment that values both work and play. Why Our Workplace Stands Out Apart from offering competitive salaries, 401K matching, wellness programs, and comprehensive medical, dental, and vision coverage, we provide: * Flexible time off without the hassle of accrual * A generous number of paid holidays * Company-sponsored team-building events * An Employee Referral Program * Annual recognition awards * Hybrid work arrangements for optimal work-life balance * Parental bonding leave * Backup care options for children and elders * An employee discount program * International SOS program for global support * Business Resource Groups, where employees connect over shared interests to cultivate an engaging, inclusive environment …and those are just a few of our great perks! Come join us and see what makes our company a great place to work. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $73,910 - $101,200 annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/21/25. All your information will be kept confidential according to EEO guidelines.
    $73.9k-101.2k yearly 18d ago
  • Client Service Director - Water/Wastewater

    Kennedy/Jenks Consultants 4.1company rating

    Relationship manager job in Oxnard, CA

    Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint. Key Responsibilities: Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities. Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings. Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects. Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery. Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth. Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships. Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success. Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews. Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction. Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary. Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member. Qualifications: Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting. Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity. Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership. Communication Skills: Strong writing, editing, research, and verbal communication abilities. Experience: Minimum of 15 years of relevant experience. Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus. Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed. Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential. The salary range for this position is anticipated to be between $180,000 and $270,000, depending on education, experience, qualifications, licensure/certifications, and geographic location. This position is eligible for performance and incentive compensation. Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs. #LI-Hybrid
    $180k-270k yearly 60d+ ago
  • Customer Success Manager

    Impact Technologies 4.5company rating

    Relationship manager job in Santa Barbara, CA

    About impact.com impact.com is the world's leading commerce partnership marketing platform, transforming the way businesses grow by enabling them to discover, manage, and scale partnerships across the entire customer journey. From affiliates and influencers to content publishers, brand ambassadors, and customer advocates, impact.com empowers brands to drive trusted, performance-based growth through authentic relationships. Its award-winning products-Performance (affiliate), Creator (influencer), and Advocate (customer referral)-unify every type of partner into one integrated platform. As consumers increasingly rely on recommendations from people and communities they trust, impact.com helps brands show up where it matters most. Today, over 5,000 global brands, including Walmart, Uber, Shopify, Lenovo, L'Oréal, and Fanatics, rely on impact.com to power more than 225,000 partnerships that deliver measurable business results. Your Role at impact.com: As a Customer Success Manager, you will be an incredible product expert! This involves utilizing our software suite to build stronger & more successful marketing campaigns. Portraying good business sense, a solid understanding of the digital ecosystem, and being a critical thinker will have you shining and growing every day at Impact. What You'll Do: Delivering world-class support to our top clients. Maintain a balanced proactive/reactive relationship with your assigned accounts. Dedicated duties include account monitoring, regular check-ins, and relationship building. Reactive duties include training, product support, and appropriate delegation when technical issues and feature requests arise. What You Bring: 3+ experience in affiliate marketing Bachelor's Degree or equivalent experience (Business, Marketing, or related field a plus) Consistent track record of providing stellar support to customers Embraces teamwork and cross-team collaboration Strong understanding of the digital marketing ecosystem (Affiliate & Partnerships a Plus) A healthy dose of initiative and the ability to remain flexible Detail-oriented and able to efficiently prioritize tasks Be a critical thinker and an inventive problem-solver Professional communication skills Enthusiastic teammate Great conflict resolution skills Excellent time management skills Salary Range: $80,000 - $95,000 per year, plus Variable Commission Plan ($20,000-$23,750) and stock (RSU) award. *This is the pay range the Company believes is equitable for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Benefits and Perks: At impact.com, we believe that when you're happy and fulfilled, you do your best work. That's why we've built a benefits package that supports your well-being, growth, and work-life balance. Medical, Dental, and Vision insurance Office-only catered lunch every Thursday, a healthy snack bar, and great coffee to keep you fueled Flexible spending accounts and 401(k) Flexible Working: Our Responsible PTO policy means you can take the time off you need to rest and recharge. We're committed to a positive work-life balance and provide a flexible environment that allows you to be happy and fulfilled in both your career and your personal life. Health and Wellness: Your well-being is a priority. Our mental health and wellness benefit includes up to 12 fully covered therapy/coaching sessions per year, with additional dependent coverage. We also offer a monthly gym reimbursement policy to support your physical health. A Stake in Our Growth: We offer Restricted Stock Units (RSUs) as part of our total compensation, giving you a stake in the company's growth with a 3-year vesting schedule, pending Board approval. Investing in Your Growth: We're committed to your continuous learning. Take advantage of our free Coursera subscription and our PXA courses. Parental Support: We offer a generous parental leave policy, 26 weeks of fully paid leave for the primary caregiver and 13 weeks fully paid leave for the secondary caregiver. Technology Financial Support: We provide a technology stipend to help you set up your home office and a monthly allowance to cover your internet expenses. impact.com is proud to be an equal-opportunity workplace. All employees and applicants for employment shall be given fair treatment and equal employment opportunity regardless of their race, ethnicity or ancestry, color or caste, religion or belief, age, sex (including gender identity, gender reassignment, sexual orientation, pregnancy/maternity), national origin, weight, neurodivergence, disability, marital and civil partnership status, caregiving status, veteran status, genetic information, political affiliation, or other prohibited non-merit factors. #LI_NewYork_NewYork #LI_SantaBarbara #LI_Columbus_Ohio
    $80k-95k yearly Auto-Apply 51d ago
  • Business Relationship Manager I - Officer

    JPMC

    Relationship manager job in Santa Barbara, CA

    If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business 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 Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed 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 and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $88k-133k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager, Business Cards & Payments - Acquisitions (West Valley Los Angeles)

    Capital One 4.7company rating

    Relationship manager job in Santa Barbara, CA

    **Relationship Manager, Business Cards & Payments (Acquisitions)** **Territory** **:** West Valley Los Angeles, Ventura County, Santa Barbara, west end of San Fernando Valley Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? In **Capital One's Business Cards & Payments** group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. Our **Field Sales teams** works with Small and Mid-Sized Business owners to create long term, meaningful relationships to better understand their business and their entire B2B wallet. Through a consultative approach, we are able to help small and mid-sized business owners identify the right products to optimize the rewards and benefits they receive. We are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to become a trusted advisor, an informed teacher, and a concierge to guide and improve the confusing experience of owning, managing, and growing a small and mid-sized business. To do this we must be accessible, we must be as dynamic and adaptive as their lifestyle is, and we must be present in the lives of these customers. So we have committed to building field-based regional teams that engage small and mid sized businesses in their own communities and on their terms. You will be instrumental in assisting small and mid-size businesses to thrive and to grow. The ideal candidate will have an entrepreneurial spirit and serve as an advocate for our customers. They will be innovative, highly organized, and have a measurable, demonstrated ability to drive business results while delivering superior service to our customers. Independent, results-driven, goal-oriented, self-starters will thrive within our organization. You will be responsible for identifying and building new business opportunities in your assigned territory. This individual will be responsible for multiple aspects of the sales cycle: building a go-to-market business plan, identifying and qualifying leads, cold-calling c-suite executives to set new appointments, assessing the needs of potential customers using a consultative approach, working with underwriting to evaluate risk, and driving new account engagement. This person needs to be process-oriented and highly organized. You will be expected to disrupt prospects' thinking and deliver solutions that transform their businesses. **General Responsibilities:** + Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business + Learn about local small and mid-sized businesses and their purchasing needs and behavior + Analyze the small and mid-sized business's total business spend to identify additional opportunities to leverage our products and services + Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services + Assist the business with incorporating our products into their purchasing platform and bookkeeping software + Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance + Acquire net new customers by **cold call prospecting** ; this is not a referral sales model + Initiate and participate in educational and/or networking events + Establish relationships with "Centers of Influence" in order to engage with the local small and mid-sized business community + Drive incremental charge volume on the card with new clients **Competencies:** + Project and process management, interpersonal influence, networking, project ownership, and workflow management skills + Excellent needs-based oral presentation skills + Ability to secure appointments directly with clients and new prospects + Strong organizational, interpersonal, telephone and PC Skills + Proven experience **hunting** for **net new business selling** in the field **Basic Qualifications:** + At least 3 years of sales experience **Preferred Qualifications:** + Bachelor's Degree + 5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio + 1 year of experience working with small and mid-sized business Customers + 1 year of experience in the financial industry + Proficiency using Salesforce.com + Proficiency using Google Suite (Docs, Sheets, Slides, Gmail) **At this time, Capital One will not sponsor a new applicant for employment authorization for this position.** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Sales Territory: $100,000 - $135,000 for Customer Development Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $100k-135k yearly 60d+ ago
  • Account Manager - State Farm Agent Team Member

    Tammy Dobrotin-State Farm Agent

    Relationship manager job in Santa Barbara, CA

    Job DescriptionBenefits: Simple IRA 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 Tammy Dobrotin - 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. 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-108k yearly est. 7d ago
  • Specialty Account Manager, Auvelity (Ventura, CA)

    Axsome Therapeutics, Inc. 3.6company rating

    Relationship manager job in Oxnard, CA

    Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: * Proficient in both virtual and live customer engagements * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership * Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines * Develop strong customer relationships by better understanding the customer's needs * Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) * Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients * Communicate territory activity in an accurate and timely manner as directed by management * Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results * Successfully complete all training classes in a timely manner * Complete administrative duties in an accurate and timely fashion * Manage efforts within assigned promotional budget * Effectively collaborate across all corporate functions * Attend medical congresses and society meetings as needed * Ensure timely access for patients through patient services and savings programs * Overnight travel as indicated by the needs of the business * Additional responsibilities as assigned Qualifications / Requirements * Bachelor's degree from an accredited college or university * Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role * 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space * Psychiatry/CNS experience strongly preferred * Demonstrated experience delivering outstanding results * Launch experience strongly preferred * Must live in the territory's geography * Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals * Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment * Comfortability with uncertainty and high expectations * Patient support services experience a plus * Strong digital marketing aptitude * Strong interpersonal, presentation, and communication skills * Frequent driving, including extended periods of time behind the wheel * Prolonged sitting and standing as part of daily job functions * Ability to lift and carry up to 30lbs regularly * Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.
    $100k-150k yearly 21d ago
  • Account Manager

    Haynes Building Service 4.5company rating

    Relationship manager job in Mission Hills, CA

    Established in 1952, Marsden Services offers comprehensive facility services to clients nationwide. We provide clients with high-quality and professional services including janitorial, security, HVAC, calibration, emergency response, and facility management services. Our hiring philosophy is rooted in the idea that we want our employees to grow and be successful with our organization. We believe in our employees. We invest in our employees. A career at Marsden means a career with a Company that will support your growth. Job Summary The Account Manager is expected to provide a world class customer experience as the single point of contact for the client in the healthcare industry. The Account Manager will provide the client with high levels of communication and engagement, as well as consistent inspections and timely deficiency corrections. The Account Manager is not to "own" the relationship with each local location within the national account, but to ensure we "own" the relationship with the client key decision makers to protect our national business. Needs to ensure consistent back office set ups (e.g. work order) ensure strong and proactive customer engagement at each customer location (for the entire job) through QBRs. Be the point of escalation for any issues or complaints (for the entire job). Key Responsibilities * Create and maintain an organizational structure and contact list to align operational responsibility * Review inspection scores by site monthly. Ensure deficiencies are corrected. Deficiencies to be closed in our system and with the customer so the completion is validated. Improve operations manager compliance with inspections and quality. * Report any negative client feedback and/or poor Marsden management performance to Executive Sponsor, COO, CSO and VP National Accounts. * Train operations on client processes and systems. E.G. work order management varies and the PM needs to help navigate the submissions across the network for the client and internal staff * Mold their culture into our culture. * Review work order compliance and progress. Goal is 99% on time close rate. * Know the language, codes, everything that may be client specific * Know the contract and process flows * Learn processes and systems if need be - train the trainer * Escalations - be a single POC when it goes past the local management * Also include emergencies and how we respond * Not just the PM responding, but setting up inboxes/call-centers to handle local and regional requests * Track and report out on such requests and emergencies * QBRs * Data collection and reporting * Preparing response and delivering to client * Have the acumen and training to engage at a high level with the customer * Transition * Onboarding - KEY POSITION IN THE ONBOARDING PROCESSS - know ALL elements of the job * Train SOW and KPIs * Track and monitor * Maintain timelines and roll-out calls * Ensure local teams are ordering supplies/equipment/etc. * Adhere to contractual obligations such as drug screening or background checks, etc. * Be a client Subject Matter Expert * Proactive Communication with the customer * Direct engagement with locations, managers, sourcing, etc. * Know the business/industry and the current events within * Travel to sites, where applicable, to learn the processes and specific requirements * Dashboard/QA Proficiency at using the Dashboard and manipulating the data * Sub-Contractors - Manage relationships and ensure costs are inline each month * Scope-Changes * Change order form and proper submission protocol and approval process * Understand why a change is made and document for future explanation * Quotes and special services * Ensure payments are timely and resolve any payment or scope issues * Supplies - ensure the program for supplies, like HD Pro storefront is set up Business Conduct * Commits to behave in compliance with the company's values and Code of Conduct * Builds a culture of work safety and leads by example with one's own safe behavior * Treats co-workers with respect and approaches conflict with positive intent and professionalism * Asks questions to understand why we do what we do and how we do it - champions change when improvements can be made * Ensures one's own compliance with the company's published Operations Standards Skills and Qualifications * Required skills to perform the core responsibilities and achieve the overall goal of the position. * Nice to have but not needed to perform the core responsibilities and achieve the overall goal of the position. Education and Experience Required * Required Education and Experience to perform the core responsibilities and achieve the overall goal of the position. * High School diploma or general education degree (GED) * 3-5 years supervisory experience in a commercial cleaning or similar environment Education and Experience Preferred * Required Education and Experience to perform the core responsibilities and achieve the overall goal of the position. * Associate's Degree or some college coursework in business management, facilities operations management, or similar area of study * Bachelor's degree * 1-3 years management experience * Experience in a mobile management role with responsibility for a decentralized workforce and multiple customers * Prefer experience working with a diverse population * Registered Building Service Manager (RBSM) * OSHA General Industry 10 or 30 * 5+ years of commercial cleaning experience and/or floor care * Bilingual in two or more languages, with English being one of those languages Travel Daily. Regional travel across the San Fernando Valley. A company van will be provided. EEO Marsden Services provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, creed, ancestry, sexual or affectional orientation, marital or veteran status, color, religion, sex, national origin, age, disability, genetics, status with regard to public assistance or any characteristic protected under federal, state or local law. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $77k-109k yearly est. 36d ago
  • OEM Account Manager

    Meissner 3.9company rating

    Relationship manager job in Camarillo, CA

    Do you have a passion for sales, building long-term relationships with your customers, and a desire to make the world a better place? Are you a natural relationship builder with a passion for delivering exceptional customer experiences? Are you excited about the opportunity to work with cutting-edge biotechnology and pharmaceutical companies? Let's chat. We d love to discuss how you might have a role in selling and consulting to the pharmaceutical industry for products used to manufacture lifesaving drugs. Who is Meissner? The goal at Meissner is to be more than simply good; it is to be extraordinary. Extraordinary performance comes from extraordinary people. Meissner as a group is passionate about helping our clients manufacture lifesaving and life enhancing drugs, therapies, and vaccines. We develop, manufacture, supply and service advanced microfiltration products and single-use systems worldwide. We know that when you are passionate about what you do, it s more than just a job. Meissner is focused on the development of the whole individual, and we have programs and tools in place to help us stay at our best mentally and physically. In alignment with our commitment to support the growth and development of the whole individual, Meissner has inaugurated a Learning and Development department to solely focus on cultivating our team. When you grow, we grow. How you will make an impact: The primary responsibility of the OEM (Original Equipment Manufacturer) Account Manager is to develop new business for the company s highly successful OEM product portfolio consisting of sterilizing-grade filters, depth filters, single-use systems and supporting hardware and equipment in the biotechnology and pharmaceutical market segments, and to ensure that sales targets and goals are met or exceeded. The OEM Account Manager is expected to work independently both domestically and internationally, and to focus on managing the customer account by employing high level consultatory and strategic selling, effective account management, and relationship building by being self-motivated and results driven. Act as primary contact between the Internal Organization and the Customer utilizing a consultative approach and develop a trusted advisor relationship with OEM Accounts, customer stakeholders and executive sponsors. Provide effective value-added solutions on design and development, optimization, consultation with both the Application Engineering, Product Management Teams, across all OEM product lines, align with planning, operations and other departments. Grow client business through understanding of the client s objectives, applications and strategy while applying knowledge of biopharma production processes. Lead and collaborate OEM strategy with Key Account & Business Development Team Members. Forecast and track key account metrics using CRM and other reporting tools. Responsible for achieving sales targets and assigned OEM account objectives. Perform necessary overnight travel as required, approximately 40% of the time, including some weekends. The skills and experience you ll need: Bachelor s degree in Life Science, Business, and/or related experience. 3+ years of B2B sales experience in the Life Sciences industry. Proven ability to identify, drive and close sales employing a Technical and Tactical Consultative approach. General sales skills, presentation skills and solid business acumen. Able to build and maintain strong relationships; builds credibility and trust with internal partners and customers. Able to manage multiple tasks and plans time and priorities in an effective manner to achieve goals for sustainable results. Don t meet every single requirement? Apply anyway. What we can offer you: Full Medical, Dental and Vision coverage with HSA Employer Contributions for eligible plans Additional Perks- HQ Onsite Full Gym, Ultramodern Coffee Bars, Free EV Charging Stations, Employee Discounts 401k, Profit Sharing, 401k Advisory Services Company Sponsored Life Insurance Employee Assistance Program Paid Time Off, Paid Holidays, Anniversary Holiday Ready to make an impact? Let s talk. Meissner is proud to be an Equal Opportunity Employer. US BASE PAY SCALE $72,300 - $144,900 The base pay scale for this role is what Meissner reasonably expects to pay for the position although actual pay may vary from this scale depending on an applicant's experience.
    $72.3k-144.9k yearly 60d+ ago
  • Pipeline Account Manager III

    Pennymac 4.7company rating

    Relationship manager job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager III will lead multiple customer facing operational organizations while partnering with internal Sales teams to build strong, lasting client relationships. As the Accounts Manager, you will serve as the central point of contact for clients for all fulfillment issues, status questions, and loan level problem solving. The Pipeline Accounts Manager will: Manage high volume, high net worth, complex client accounts and assist in capacity planning within assigned regions Lead team to review all pipeline loans for invalid stipulations or identification of alternative solutions Identify and resolve client issues/friction and escalate to department leadership as necessary Oversee onboarding and training for all assigned regions and accounts Manage individual SLAs and turn times on all loans in the assigned pipeline Conduct quarterly book reviews and loan level file review to senior leaders and senior management Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and value What You'll Bring Bachelor's degree or higher in Business Administration, Finance or related field or applicable direct industry experience 5+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices Functional understanding of applicable Federal, state and local lending regulations Expertise in a variety of Industry concepts, practices & procedures Basic software proficiency including Microsoft Office Suite Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $65,000 - $100,000 Work Model OFFICE
    $65k-100k yearly Auto-Apply 50d ago
  • Account Manager

    Testequity Hisco Group

    Relationship manager job in Moorpark, CA

    The Account Manager develops new business, stimulates sales growth of existing and new accounts, manages all region leads, and on-boards new customers and sells the entire range of products and services. This role is responsible for driving profitable sales growth through the retention and expansion of revenue at current customers and acquiring new customers within their defined territory geography. The Account Managers are expected to build, identify, and implement strategies that enable growth, as well as provide value, solutions, and technical support for their customers. Interested candidates should reside in or around Orange County, CA Essential Duties, Functions and/or Responsibilities: Responsible for qualifying new sales leads Responsible for relationship building within contact base and providing professional representation of the Company's brands. Ensures customer growth by partnering to help drive proactive solutions to meet the customer's needs and requirements Effectively demonstrates products to customers Coordinates order management activities: order entry, contract review, on-time delivery performance, inventory maintenance, special handling requirements, product specification maintenance, returns, and any other customer-related activities in support of customer requirements Engages in Re-Activation campaigns within a given region focused on re-engaging dormant accounts Collaborates with internal and external resources when identifying emerging customer needs, cost savings opportunities, competitive threats, and revenue enhancement opportunities Develops and monitors sales plan to achieve annualized account-level goals Apply a continued education on our product offering to the customer experience, and work to become a prime resource through technical value and problem solving Call on vendor partners as necessary to enhance solution selling capacity Must operate effectively in a team selling environment Maintain, turn, and update a growing and robust opportunity funnel for the fully assigned territory Works strategically to understand industry trends affecting their customers and identify strategic initiates to relate trends to customer opportunities. Develops compelling vision and communicates this vision to support strategic initiatives for assigned customers. Establishes good relationships with customers and teams (internal staff and external partners); relates well to people at all levels; builds wide and effective networks and contacts Focuses on customer needs and satisfaction; resolves customer issues quickly and accurately; consistently achieves project goals Continually develops and expands products and technical knowledge in support of customer base Performs timely follow- up on quotes and inquiries Monitor key performance indicators to identify gaps in customer profitability or service levels and proactively work with cross-functional resources (operations, procurement, quality, finance, sales, etc.) to resolve Schedules in-person visits with selected customers as needed Records/maintains all customer-related and sales activity information in CRM system Indirectly responsible for product quality Other duties as assigned Qualifications Education and/or Work Experience Requirements: Bachelor's degree in Industrial Distribution, Supply Chain Management, Marketing, or Business Administration preferred 2+ years of industrial sales experience preferred 2 years of electronics distribution experience preferred Familiarity with CRM Sales Pipeline/funnel management, a plus Advanced skill in MS Office specifically Word, Excel, and Power Point Valid driver's license and ability to travel often is required Daily / Weekly travel visits to existing and potential customer sites Majority of work performed outside of the home branch office environment Attendance at a variety of business meetings as required Job success requires extra discipline, effort, commitment, and diligence to secure a sale and profitability demonstrated ability to meet established sales goals Excellent Verbal and Written Communications Skills Good Interpersonal, Time Management, and Presentation Skills Physical Requirements: Ability to safely and successfully perform essential job functions in accordance with the ADA, FMLA, and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular and timely attendance in accordance with the ADA, FMLA, and other federal, state, and local regulations. This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas. TestEquity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $60k-107k yearly est. 17d ago
  • Account Manager III

    Kaiser Permanente 4.7company rating

    Relationship manager job in Oxnard, CA

    Implements standard and non-standard sales and retention strategy for health insurance or workers compensation accounts with minimal guidance. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to inform account planning, and gain buy-in from senior leaders. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and working product knowledge, and resolving or escalating concerns. Builds working knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including contributing to communication, and providing assistance to customer channel. Follows best practices and established timelines to execute sales and renewals, including administration, negotiations, presentations, rate, product and benefits with minimal guidance. Is accountable for Key Performance Indicators (KPIs) to support the sustained growth and competitive position of KP in the market. Essential Responsibilities: + Pursues effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and members. Listens to, seeks, and addresses performance feedback; provides mentoring to team members. Pursues self-development; creates plans and takes action to capitalize on strengths and develop weaknesses; influences others through technical explanations and examples. Adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; helps others adapt to new tasks and processes. Supports and responds to the needs of others to support a business outcome. + Completes work assignments autonomously by applying up-to-date expertise in subject area to generate creative solutions; ensures all procedures and policies are followed; leverages an understanding of data and resources to support projects or initiatives. Collaborates cross-functionally to solve business problems; escalates issues or risks as appropriate; communicates progress and information. Supports, identifies, and monitors priorities, deadlines, and expectations. Identifies, speaks up, and implements ways to address improvement opportunities for team. + Provides a positive customer experience within market turnaround expectations by: building and maintaining strategic relationships with customers, consultants, brokers, and/or channels while acting as the KP representative to ensure contract, benefit/service, and renewal activities; demonstrating comprehensive product knowledge when educating customers, consultants, brokers, and/or channel partners, resolving moderately complex questions or concerns; building a comprehensive understanding of prospect or customer business to ensure that Request for Renewal (RFR) response and engagement strategies are in alignment with customer goals; partnering with engagement team/specialist to monitor engagement programs (e.g., member wellness) with minimal guidance; and providing accurate information including recommendations for new products, benefits/services offerings, and pricing models to address customer, consultant, broker, and/or channel needs with minimal guidance. + Demonstrates commitment to KP sales and retention goals by: implementing standard and non-standard strategies to meet or exceed targets for retention and growth for accounts in the Book of Business; holding accountability for Key Performance Indicators (KPIs) and maintaining updated Customer Relationship Management (CRM) platform. and contributing to the sustained growth and competitive position of KP in the market. + Contributes to the execution of sales and renewals by: implementing the RFR process end-to-end, following established timelines and best practices; executing standard and non-standard sales and renewals including administration, negotiations, and presentations and rate product and benefit/service validation; ensuring that contracts, pricing, and membership accounting implement the negotiated terms for sales and renewals; and creating cross-sell and upsell opportunities to increase growth and retention. Knowledge, Skills and Abilities: (Core) + Ambiguity/Uncertainty Management + Attention to Detail + Business Knowledge + Communication + Critical Thinking + Cross-Group Collaboration + Decision Making + Dependability + Diversity, Equity, and Inclusion Support + Drives Results + Facilitation Skills + Health Care Industry + Influencing Others + Integrity + Learning Agility + Organizational Savvy + Problem Solving + Short- and Long-term Learning & Recall + Teamwork + Topic-Specific Communication Knowledge, Skills and Abilities: (Functional) + Benefits/Services + Benefits/Services Presentations + Customer Experience + Goal Setting + Member Service + Negotiation + Sales Opportunity Orchestration + Sales/Partnership Strategy and Techniques Minimum Qualifications: + Bachelors degree in Marketing, Finance, Business Administration, or related field AND minimum two (2) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field OR minimum five (5) years of experience in sales, customer service, telemarketing, account management, health plan administration, insurance, or a directly related field. + Accident and Health Insurance License (California) within 3 months of hire Preferred Qualifications: + Two (2) years of experience in group health care benefits sales, account management, and/or implementation, or a directly related field. + Health Insurance License in state(s) where applicable. COMPANY: KAISER TITLE: Account Manager III LOCATION: Ventura, California REQNUMBER: 1403049 External hires must pass a background check/drug screen. Qualified applicants with arrest and/or conviction records will be considered for employment in a manner consistent with Federal, state and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran, or disability status.
    $70k-103k yearly est. 7d ago
  • Account Manager - State Farm Agent Team Member

    Stephanie Sipe-State Farm Agent

    Relationship manager job in San Buenaventura, CA

    Job DescriptionBenefits: License reimbursement 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 Stephanie Sipe - 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. 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.
    $60k-108k yearly est. 8d ago
  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Oxnard, CA

    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
    $45k-52k yearly est. 8d ago
  • Senior Banker

    Bank of America Corporation 4.7company rating

    Relationship manager job in Santa Barbara, CA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for helping new and existing clients based on their needs. Has strong written and verbal communications skills. Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone). Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances. Applies strong critical thinking and problem-solving skills to meet clients' needs. Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously. Is a commissioned notary or can successfully obtain a notary commission in the state you work within four months of start date in role (five months for employees with a work location of New York, six months for employees with a work location of Nevada, eight months for employees with a work location of California or Pennsylvania). Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: An associate's degree or bachelor's degree in business, finance, or a related field. Experience working in a financial center where goals were met or exceeded. Retail and/or sales experience in a salary plus incentive environment. Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded. Experience with financial information, spreadsheets and financial skills. Knowledge of banking products and services. Strong computer skills including MS applications and previous experience utilizing laptop technology. Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40
    $49k-95k yearly est. 7d ago
  • Client Partnerships Associate

    Publicis Groupe

    Relationship manager job in Santa Barbara, CA

    Welcome to Our World We've been leading the charge in the affiliate industry from day one-establishing performance marketing and paving the way for future innovations. We're known for maintaining one of the largest, most reliable partnership platforms with impeccable, personalized service. Founded in Santa Barbara, California in 1998, CJ (formerly Commission Junction) stands as the most trusted name in performance marketing. We specialize in building partnerships between top brands and reputable publishers to drive revenue and business growth. CJ's industry-leading solutions make us the platform of choice for over 3,800 global brands across sectors like retail, travel, finance, technology, and home services. As part of Publicis Groupe, our savvy data capabilities, cutting-edge tech, and strategic expertise facilitate genuine connections, allowing brands to reach consumers wherever they are. A Quick Peek at Affiliate Marketing Think back to your last online purchase. Did an influencer tip you off about a great product and offer a discount? Or perhaps you relied on a trusted review site to make your decision? Whatever path you took, affiliate publishers likely played a role by influencing, informing, or helping you find the best deal. CJ connects brands with these publishers, creating valuable resources for shoppers like you. Overview The Associate is crucial in supporting internal account teams across a variety of back-end marketing execution and operational processes. The opportunity is for someone looking to develop their expertise in digital or affiliate marketing, with opportunities for career growth within the organization. Responsibilities Do these things interest you? Within the Associate role, there are several tracts available for focus. Strategy * Providing account updates to a client's growing publisher base. Evaluate performance and make recommendations for future investments. * As part of a client management team, collaborate with cross-departmental teams to identify and troubleshoot complex program management and technical challenges. * Align with client management team to ensure accurate execution and timeliness of internal and client deliverables * Use client and network data to tell a story and articulate this story in a clear and impactful manner to clients. Media Buying * Recruit, manage and develop publisher relationships on behalf of client by communicating expectations, sharing standard processes, and providing campaign management such as disseminating offers and promotions. * Increase the effectiveness and efficiency of advertisers' affiliate investment by building and interpreting program performance data * Coordinate and communicate effectively with Media Buyers and Planners to implement Media Plans on behalf of clients by managing budget allocation, ensuring implementation of media, coordinating with affiliate publishers, platform enablement etc. * Build relationships with long-tail publishers to foster long-term success * Self-led use of CJ technologies/reporting suites, to proactively identify data based publisher fits for clients, aligning audiences to stated client goals. Operations * Campaign Execution & Coordination: Assist in the execution of affiliate marketing campaigns for a portfolio of clients, including asset management and campaign communication. * Program Execution: Support internal account teams with the execution of standard program operations, including campaign support, payout management, and partnerships. * Cross-Department Collaboration: Work closely with internal teams such as Account Management, Media Investment and Technical Support to ensure seamless execution of tasks, timely completion of deliverables, and problem resolution. * Technology & Tool Management: Leverage internal and external marketing platforms & technology to complete campaign execution, tracking, and reporting. Qualifications What we look for: * You have a Bachelor's Degree or related work experience * You are passionate about providing excellent service to internal and external customers * You are driven to succeed * You are a clear and effective communicator * You are able to work independently and collaborate with your team to solve complex issues * You are proficient in Microsoft Office, especially Excel and Powerpoint * You have strong analytical skills * You are respectful to varying opinions and perspectives Additional information This is a hybrid role requiring 3 days a week in office. CJ is the leader in Performance Marketing. We take pride in our innovative technology, comprehensive data solutions and our people. We equip our teams with advanced tools, training and career development opportunities all to provide modern solutions, strategies and support to deliver high quality results for our clients. We work in an enthusiastic, collaborative team setting that values outstanding performance. We're a community of creative and passionate problem solvers who go the distance to tackle the tough questions, think creatively, and drive resourceful growth, for our clients-and ourselves. We foster and embody an inclusive and collaborative culture where diverse perspectives are sought, relationships are valued, and people feel accepted with a sense of belonging in expressing themselves authentically. We pride ourselves in having a workplace environment that values both work and play. Why Our Workplace Stands Out Apart from offering competitive salaries, 401K matching, wellness programs, and comprehensive medical, dental, and vision coverage, we provide: * Flexible time off without the hassle of accrual * A generous number of paid holidays * Company-sponsored team-building events * An Employee Referral Program * Annual recognition awards * Hybrid work arrangements for optimal work-life balance * Parental bonding leave * Backup care options for children and elders * An employee discount program * International SOS program for global support * Business Resource Groups, where employees connect over shared interests to cultivate an engaging, inclusive environment …and those are just a few of our great perks! Come join us and see what makes our company a great place to work. If you require accommodation or assistance with the application or onboarding process specifically, please contact *****************************. Compensation Range: $49,305 - $65,415.00 Annually . This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 11/21/25. All your information will be kept confidential according to EEO guidelines.
    $49.3k-65.4k yearly 18d ago
  • Pipeline Account Manager II

    Pennymac 4.7company rating

    Relationship manager job in Moorpark, CA

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Pipeline Accounts Manager II ensures consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment functions to meet all service level agreements. As the Pipeline Accounts Manager, you will serve as the central point of contact for clients on PNMAC products, programs, and services as well as all fulfillment issues, status questions, and loan level problem solving. The Pipeline Accounts Manager will: Conduct daily review of active pipeline and identify appropriate client follow-up actions Interact with external clients providing reporting highlighting items requiring action, work with clients to solve open loan level items and document system of record with actions taken Manage high volume, high net worth, complex client accounts Review pipeline of all loans within assigned client segment for invalid stipulations or identification of alternative solutions Identify and resolve client issues/friction and escalate to management as appropriate Manage individual service level agreements and turn times on all loans in the assigned pipeline Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Bachelor's degree or higher in Business Administration, Finance or related field or applicable direct industry experience 5+ years of mortgage experience with contemporary knowledge of mortgage industry and operational practices Functional understanding of applicable Federal, state and local lending regulations Basic software proficiency including Microsoft Office Suite Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $55,000 - $85,000 Work Model OFFICE
    $55k-85k yearly Auto-Apply 58d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Santa Barbara, CA?

The average relationship manager in Santa Barbara, CA earns between $64,000 and $156,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Santa Barbara, CA

$100,000

What are the biggest employers of Relationship Managers in Santa Barbara, CA?

The biggest employers of Relationship Managers in Santa Barbara, CA are:
  1. Management Recruiters International(MRI)
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