Relationship manager jobs in Santa Rosa, CA

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

Berkeley, CA | Full-Time | On-Site Compensation: $100,000 - $130,000 per year Key Responsibilities: Lead and mentor a team to achieve performance, quality, and service goals. Set clear expectations, provide regular feedback, and ensure accountability through coaching and evaluations. Motivate, train, and develop team members to perform at their highest potential. Oversee daily operations, including scheduling, workload distribution, and adherence to processes. Foster open and consistent communication with clients, strengthening long-term partnerships. Engage directly with clients via email, phone, and virtual platforms, managing escalations and complex service issues. Monitor and assess team communications to ensure a high level of customer experience. Collaborate with leadership to implement process improvements and drive team performance. Communicate effectively across departments to support client needs and continuous improvement. Qualifications: Minimum 5 years of experience in a customer service or experience management role. Proven ability to lead, coach, and hold a team accountable to defined performance standards. Strong leadership presence with a focus on team development and consistent follow-through Excellent problem-solving, decision-making, and interpersonal skills. Experience with ERP systems preferred. Exceptional written and verbal communication skills. Search managed by: Carly Dilworth Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to: *********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. Responsibilities Work cross functionally within the company to communicate with all stakeholders in customers' success Create and maintain relationships with customers to better understand and achieve their needs Make visits to our customers to identify opportunities for growth within our platform Manage all reporting about the health of customers' accounts Qualifications Previous account management experience Articulate and well accustomed to a client facing role Willingness and ability to travel

Meta is seeking an ambitious, customer centric and relationship-obsessed Client Partner with a passion for strategic planning, operational rigor, and a track record of exemplary execution.The Client Partner for Meta's Global Business Group is a strategic and vision setting relationship owner with our top advertisers where trust is built on platform mastery combined with a significant understanding of our client's business. The role will focus on building key strategic external and internal cross functional relationships including marketing, analytics, engineering and product. Success in this position will consist of driving meaningful revenue growth, developing executive client influence, planning and leading long term vision for our client's success on the platform through a consultative sales approach, as well as experience thriving in a team-focused environment delivering against tight deadlines. **Required Skills:** Client Partner, Walmart Responsibilities: 1. Strategic account planning to drive step-change investment growth 2. Cultivate executive relationships externally as well as horizontal relationships beyond core marketing teams both internally and externally 3. Identify and lead new business growth opportunities 4. Manage complex workstreams end to end, and remain flexible on a dynamic account 5. Serve as the escalation point for client-related issues, ensuring prompt and effective resolution 6. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 7. 12+ years of experience in performance marketing, digital marketing, or client-facing strategy and consulting roles 8. 3+ years of experience as proven advisor influencing executives and clients 9. Bachelor's Degree 10. Experience clearly communicating the progress of strategic initiatives to internal and external stakeholders, including the capacity to synthesize feedback and adjust plans accordingly 11. Proven track record in storytelling through data visualization, developing insight-backed hypotheses and driving learning plans to build compelling business cases and influence key decisions 12. Experience collaborating, communicating, and influencing internal and external stakeholder, including cross-functional teams including engineering, product, data science 13. Understanding of the client's business, industry, competition, company priorities and marketing budget, define success metrics and set goals for joint partnership objectives 14. Capacity to gain mastery of our products and combine it with an understanding of our client's product/systems to seamlessly zoom out and in when driving long term big bet solutions with clients **Preferred Qualifications:** Preferred Qualifications: 15. Experience across Meta's full suite of advertising solutions 16. Experience working cross-functionally with Product teams on products features and functionality 17. Experience with the Retail industry and Meta's advertising solutions for Retail partners **Public Compensation:** $177,000/year to $247,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.

Application Deadline: 12/14/2025 Address: 180 Montgomery St. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: Project Management Change Management Expert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

About Us: Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About the Role: The Relationship Manager is part of the Notion Sales organization who works closely with cross functional partners inside and outside of GTM. This individual owns the relationship with the accounts they cover - including a specific focus on retaining their existing paid footprint and ensuring their long term success. As part of this focus, Relationship Managers are measured on their book of business retention and ensuring we have predictable renewals that happen in a timely manner. What You'll Achieve: Founding member of the Relationship Management Team: The Relationship Manager role is new at Notion. You will be a founding member of this team working with some of our most innovative customers! You'll join at the perfect time to shape how we grow from here. First Point of Contact: You will be the first line of contact for all our customer's needs and summarize key learnings back to our leadership teams. This includes forecasting a healthy and predictable revenue business for your territory. Meaningfully shape our future product: As you engage with customers, you'll gain insights to help us serve them better - and work with the product to inform what we do next. Elevate your skills as we tackle our most impactful challenges: We've achieved more than teams 10x our size in less time - and there's so much more to do and learn. Cross-functional partnership: Work with CSM team to identify at-risk accounts and put together a strategy to mitigate identified risk, ensure customer satisfaction, and secure the renewal. Skills You'll Need to Bring: 5+ years of experience in account management/renewal management, preferably in a high-volume environment Ability to think systematically and operationally, with a focus on identifying and analyzing processes and workflows, to service a large set of customers Proven track record of meeting or exceeding renewal targets and revenue objectives Strong negotiation, presentation, and closing skills Ability to build strong relationships with customers and internal stakeholders Excellent analytical and problem-solving skills Nice to Haves: This role requires the ability to communicate trends, risks, and recommendations to leadership and cross-functional teams to adjust operational strategies and lead the direction of the development of new retention initiatives. We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated range for total on target earnings (including base salary and on target incentive pay) for this role is $150,000 - $175,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Private Banking Relationship Manager in San Francisco, CA. This role acts as the principal account and relationship manager for new and existing clients. Essential Functions: Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals. Responsible for credit analysis and proper loan structuring. Responsible for maintaining a high level of client satisfaction. Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Calls on existing relationships to review portfolios and makes recommendations as needed. Other duties as assigned. Qualifications: Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services. Ability to display sound judgment. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills. Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities. Excellent interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality. Advanced computer skills including word processing and spreadsheet software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.

Independently develop and manage effective primary relationships with plan sponsors and channel relationships through frequent client contact, including on-site visits, proactive phone calls, professional negotiation, responsive communication, and problem resolution. Work with sponsors and channel relationships to understand their concerns and needs and, as needed, act as liaison between home office departments and the customer to initiate plan improvements and resolve issues. Inform the customer in a timely manner of industry and regulatory changes and explain the impact on the client. Provide plan design consulting services. Drive client retention by delivering annual plan review to decision-makers and initiating proactive client contact and meetings. Provide investment advisory services, fund lineup updates and deliver Investment Due Diligence and Monitoring Reports. Coordinate the installation of assigned new groups with the plan sponsor and channel relationships. This may include assisting in the data collection process, managing the new business submission process, delivering documents and agreements, communicating with the plan sponsor and channel relationship, and other activities related to a new plan. Deliver all aspects of the enrollment, re-enrollment, and education process. Includes pro-actively scheduling, determining content, preparing for, and delivering meetings. Participate in sales presentations as a relationship manager when requested by sales manager. Promote new products and services to plan sponsors. Provide leadership and guidance to junior Client Service Consultants. Qualifications: Education: Bachelor's degree required. Degree or experience in Business Administration preferred. Experience: 5 or more years demonstrated relationship management experience in the retirement plans field or an equivalent combination of education and/or relevant experience. Strong knowledge of qualified plans, ERISA, and qualified plan investments. In depth knowledge of The Standard's retirement plan products and services is preferred. Professional certification required: NASD series 6, 63, 65; or equivalent is required. Retirement plans industry certification preferred or in process. Travel is required. 2+ to 5 years experience Minimum Education - Bachelor's Degree SKILLS AND CERTIFICATIONS Are you able to travel 25-50% (Mostly day travel)? Do you hold current series 6 or 7 as well as series 63 or 65 designations? IDEAL CANDIDATE 3-5 years as a relationship manager. Has worked in an advisor-centric environment before. IDEAL CANDIDATE SHOULD HAVE WORKED FOR THE FOLLOWING COMPANY(IES): John Hancock, Transamerica, Fidelity, etc. Additional Information All your information will be kept confidential according to EEO guidelines.

Are you ready to join a company that has tripled in size in under 12 months? We're bringing together an amazing team of entrepreneurs and polymaths, each having the grit to build something awesome and navigate the challenges that come with scaling a special SaaS organization to the next level. We're here to create value in people's lives and it just so happens that we thrive at developing amazing platforms. Being a part of the magic means you think about user experience and business challenges in one fell swoop because you're an anthropologist and a behavioral psychologist. You're driven to be a big part of something that's growing and you're determined to make it awesome at all costs. Your athleticism in the field of success is king and at Boomtrain, we empower that dexterity. Job Description • Build a high value, consultative relationship with the client • Evangelize the Boomtrain product offering and train customers on how to use it • Proactively expand the deal size of each customer by helping customers increase usage and adopt additional Boomtrain products • Ensure 100% renewal rate • Build a community around our customers that share best practices and enjoy being a part of the Boomtrain ecosystem • Improve the operational performance of the Boomtrain Relationship Management team and how it collaborates with other Boomtrain teams • Project manage timelines with our Solutions team for proper on boarding and ensuring at all times that the customer is surpassing their KPI's Ensure client issues are promptly resolved by interfacing with the Boomtrain Solutions or Technical Support teams Qualifications • 3+ years of professional experience in a client facing role • Demonstrated experience in complex products and offerings whether that be enterprise CRM, ERP, Consulting Services, Marketing Automation Systems, • Memorable presence that gets chills when customers are discovering new ways to be successful with Boomtrain • Understanding of various technical architectures and operating systems and have the ability to communicate in a visual way to non-technical users • Experience managing high level client relationships and escalations • Media, Publishing or eCommerce experience is big bonus! Additional Information All your information will be kept confidential according to EEO guidelines.

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor's team. Your role will involve close collaboration with Financial Advisors, acting as the primary liaison for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients, aiding them and their families in achieving their financial aspirations and targets. Job Responsibilities: Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized. Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking. Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction. Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base. Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients. Required qualifications, capabilities, and skills: 5 plus years' experience in Financial Services industry FINRA Series 7 and 66 licenses required Bachelor's degree required Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment Proactively identify and delivery appropriate solutions that address the needs of our clients Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations Highly proficient user of Word, PowerPoint and Excel Preferred qualifications, capabilities, and skills: Certified Public Accountant designation, or strong experience in accounting services Able to adapt and stay abreast of changing technology and regulatory policies Strong ability to build effective relationships 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.

Sign-on bonus available for eligible external applicants! Contact us today to learn more! The Relationship Manager II (RM II) primary role is to consult with members. They will consult with members to identify needs, refer appropriate products/solutions, and follow up on pending transactions. Meeting and exceeding performance goals and revenue targets will be part of their Minimum Performance Standards. It will also be their responsibility to identify and report any suspicious behavior or suspected fraud activity. The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. All transactions are expected to be accurate and completed in a timely manner in order to ensure that Credit Union Member Service goals are achieved. The RM II position profiles the member's account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending). As a RM II, they will assist with coaching/mentoring the rest of staff. Makes observations and suggests alternative methods in profiling member accounts. As needed, assists with some leadership functions in the absence of branch management. This role's primary focus is the member experience and is expected to represent Nuvision Federal Credit Union in a positive and professional manner at all times, showing mutual respect while working with and collaborating with others to build strong relationships internally within the organization and externally with our members. They must maintain confidentiality with member information, pay attention to detail, demonstrate sound judgment, and act with tact and diplomacy. Responsibilities: Consults with members. Identifies needs, offers solutions, and follows up on any pending transactions. Holds conversations that matter with members either in person or over the phone. Inputs, processes, and funds all consumer and small business loan types: Closed-end Signature, LOC, VISA, Automobile, Personal, Toy, RV, HELOCS, Small Business and Other Secured. Recommends other products and services such as ancillary products as appropriate from having conversations that matter with members. Calls on various call reports to garnish more business. This can be done during the work day and during scheduled call nights throughout the month. Performs various RM duties including but not limited to: Opening all new Member Accounts; Savings, Checking, Money Market, Trust, Certificates, and IRA. Completes all appropriate forms such as Account Cards, Certificate Application and Agreement, Trust Application and Agreement, and Certificate of Trust. Recommends other products and services as appropriate from having conversations that matter with members. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services. Assists with leadership functions in the absence of branch management and also with coaching teller line. Makes observations and suggests alternative methods of profiling member accounts. Identifies and reports any suspicious behavior or suspected fraud activity. Completes all required training and compliance modules. Supports and participates in continuous improvement activities and Credit Union events such as: Car Sales, Open House and Open Enrollments contributing to the achievement of organizational objectives as well as department and individual goals. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats all team members and members with respect. Minimum Qualifications: 18 months financial institution experience with prior loan experience and reaching service and performance goals. Strong knowledge of deposit / loan products (Trust, IRA, certificates, loans/APPRO - loans decisioning system) Proven ability to garner business Proficiency in the operations of a PC and the capability to work efficiently in Microsoft Outlook, Word and Excel Excellent verbal and written communication skills in person and over the phone Strong interpersonal skills with the ability to effectively listen, understand, and anticipate member needs Member service and organizational skills Genuine interest in helping members through Conversations that Matter and have an empathetic and caring nature Willingness to make a difference Personable and professional Coaching/Mentoring skills Successful completion of all compliance related coursework Notary NMLS Registered Preferred Qualifications: 24 months experience with Nuvision having prior loan experience and currently reaching service and performance goals Proven ability to generate business while participating in community business development Coaching/Mentoring experience Bi-lingual preferred. Education: High School or Equivalent Website: nuvisionfederal.com/careers Pay scale by applicable geographic location: Northern California: Min $27.17 - Mid $33.96 - Max $40.75 The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of applicable experience within the job, the type of years and experience within the industry, job related training/education, etc. California Employee Privacy Notice: ********************************************* Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement

LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed. Join us to transform the way the world works. Job Description This role will be based in San Francisco, Chicago or New York City. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team. The Vision of LinkedIn Marketing Solutions (LMS) is to create economic growth opportunities for every organization worldwide. We do this by creating an environment for the best talent to leverage their skills, being the most effective place online for marketers to engage with professionals and by improving results for our marketing partners. The Online Sales Organization (OSO) of LMS empowers organizations to reach, engage and convert their professional audience at scale. Within OSO, our New & Emerging Business team works with early-stage startups and other high-potential LMS customers, helping them achieve their growth objectives by utilizing best-in-class products and services. At LinkedIn, we pursue diversity of thought and embrace our unique experiences. We strive to help our employees find their passion and purpose. LinkedIn Marketing Solutions is searching for a Senior Client Solutions Manager (Sr. CSM) to join our Startups team. The Sr, CSM will leverage their knowledge of digital advertising, superior communication skills, and analytical abilities to provide consultative solutions to help B2B startups grow their organizations and effectively reach their target audiences. The Sr. CSM will drive value for these new customers by providing best-in-class engagement insights and campaign recommendations. Leveraging data and analytics, the Sr. CSM will identify areas where LinkedIn can provide more value to our clients and build a case for upsell opportunities. The Sr. CSM will be measured by their ability to partner with their Account Executive(s) to analyze and action on data and drive incremental revenue. They are a nimble team player who is comfortable managing multiple clients, campaigns, and projects concurrently. Working collaboratively with their Account Executive(s), the CSM's responsibilities are to: * Build relationships with clients and develop a deep understanding of their business and objectives to provide best-in-class customer engagement * Proactively analyze and optimize customers' advertising campaigns and marketing programs to make strategic recommendations to customers and ensure client objectives are met * Provide recommendations and training on targeting, implementation, optimization, and reporting * Support customer education including a best-in-class onboarding experience and ad hoc education needs * Stabilize performance and grow revenue from new advertisers via proactive optimizations and upsells * Leverage technology to drive performance-oriented marketing solutions * Advise on creative and content development, leveraging marketing expertise to maximize performance and delivery * Work effectively with various cross-functional partners in sales, marketing, finance, technical support, product, product marketing and insights to ensure customer success, troubleshoot campaigns and ensure error-free execution * Represent the voice of the customer through collaboration with product teams to influence campaign management tools and ensure our customer needs are met * Co-develop a strategic plan for your book of business with your Account Executive * Use data and insights to highlight the value of advertising, demonstrate ROI, and make recommendations for optimizations and additional investment * Inspire continued innovation by regularly sharing ideas and best practices with peers and manager * Embrace our learning culture to develop yourself as a sales professional and colleague to your peers and internal partners Qualifications Basic Qualifications: * BA/BS degree or equivalent experience * 5+ years of experience in advertising sales, media buying and planning, or relevant consulting work Preferred Qualifications: * 3+ years of auction based or programmatic campaign management and optimization experience (eg, Social, Google Adwords, ad exchange/trading desks) * Experience in advertising sales and media account management * Familiarity with startups go-to-market challenges and growth KPIs * Demonstrated analytical background and experience with statistical analysis, return on investment modeling, and advertising / media analytics * Ability to think strategically with a proven track record of providing consultative and data-driven solutions * Demonstrated understanding of advertising technology and marketing automation * Ability to effectively manage time, prioritize tasks and work within deadlines with little supervision * Ability to work independently and collaborate cross-functionally Suggested Skills: * Campaign Optimization * Digital Advertising * Digital Marketing * Media Account Management LinkedIn is committed to fair and equitable compensation practices. The pay range for this role is $145,000 to $222,000 (On Target Earnings). Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor. The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit ************************************** Additional Information Equal Opportunity Statement We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful. If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to: * Documents in alternate formats or read aloud to you * Having interviews in an accessible location * Being accompanied by a service dog * Having a sign language interpreter present for the interview A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response. LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information. San Francisco Fair Chance Ordinance Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records. Pay Transparency Policy Statement As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: ******************************** Global Data Privacy Notice for Job Candidates Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: ********************************************

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow. About Heartland, A Global Payments Company Every day, Heartland, a Global Payments Company, makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running Heartland Payments presentations both in person and over the phone to business owners or Financial Institution (FI) Partners to ultimately close deals within a fast sales cycle. As a Financial Institutions Relationship Manager (FI-RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition to clients via Atlas CRM and Salesforce, upselling current clients on other Heartland products and services, and maintaining regular communication with the Financial Institutions District Manager. Job Duties As an FI-RM you will engage in partner activity by visiting assigned financial institutions (FI) branch locations to maintain and build trusted partnerships with your FI partners. Your role involves fostering strong relationships, ensuring alignment with branch goals, and serving as a key resource to drive collaboration and success. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Additional Responsibilities Responsible for prospecting new clients into the North America Merchant Services realm. Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas and Salesforce. Engaging with your assigned FI partner through weekly branch visits, monthly training sessions, bank meetings and huddles. Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date on industry trends and technology. Attend weekly team meeting, weekly one-on-one and semi-monthly field rides with District Manager. Additional responsibilities may be assigned as needed. Desired Skills & Capabilities Excellent prospecting, communication, presentation, and networking skills Works well independently and as part of a team Incentive-driven sales “hunter” Professional demeanor and impeccable integrity High sense of urgency and innate sales talent Enjoys cold-calling and speaking with people face to face Experience with Pipeline lead management Minimum Qualifications 18 years of age or older This position requires regular driving to visit client sites, therefore a valid drivers license is necessary In accordance with state law, a background check will be conducted after a conditional offer of employment Completion of mandatory drug screening on or near 60th day of employment Live in area relative to job posting location Ability to be in the field, a minimum of 75% of the time 4+ years of sales experience Preferred Qualifications High school diploma/GED At least two years of relevant experience Competencies Awareness Driven Resilient Respectful Committedness Benefits Heartland, A Global Payments Company offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Compensation Ready to grow your career and your paycheck? Here's the breakdown: Total earnings with Base Salary (OTE): $100,000 - $130,000+ Salary: $40,000 Residual Income: Keep earning from your hard work Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now! Diversity and EEO Statements Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-AT1 #LI-Hybrid Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact ******************.

CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. * Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community * Attend and professionally represent CAF at conferences and industry events * Proactively contact potential and existing customers through phone calls, email and in-person meetings * Evaluate the merits and risks of potential credit line and term loan transactions * Prepare term sheets and summary analysis of potential transactions * Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions * Periodically produce brief and topical marketing blogs sponsored by CAF * Meet or exceed quarterly/annual individual production targets * Regularly log customer interaction in CAF's Salesforce CRM platform * Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. * Bachelor's Degree * 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations * Hands-on approach with track record of driving results * Exceptional interpersonal and relationship building skills * Strong financial background with analytical and numerical proficiency * Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) * Ability to balance personal resourcefulness and individual drive in a team-based environment * Willingness to travel Working Conditions: * Typical office environment * Travel required, up to 10% * Computer, keyboard, telephone, fax machine, scanner and copier, etc. * Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Details Experienced San Francisco 13 - San Francisco, CA Full Time $130000.00 - $150000.00 SalaryDescription Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Verista's 500 experts team up with the world's most recognizable brands in the life science industry to solve their business needs. The nature of our business is to empower growth and innovation within the scientific community and to help researchers, organizations, and companies solve some of the world's most pressing healthcare challenges. Verista provides innovative solutions and services that empower informed decision-making and are the result of our significant investment in our people and our capabilities. Our ability to grow is driven by world-class people who thrive in a team environment and share our mission to enable life sciences clients to improve lives. Our talented and dedicated professionals are committed to making an impact every day. Company Culture Guidelines & Values: We empower and support our colleagues We commit to client success at every turn We have the courage to do the right thing We encourage an inclusive environment where our colleagues feel respected, engaged, and challenged. We constantly acquire new skills and learn from our experiences to enhance our collective expertise The Business Development/Client Partner role is responsible for both direct client contract value retention as well as growth through contract expansion and/or the development of opportunities for our products and services with new clients, solely or in conjunction with a supporting service delivery team. This position is responsible for developing and maintaining solid business relations with key account decision makers to drive business within the account base, with defined objectives for account growth, and margin while meeting or exceeding client satisfaction goals. The primary areas of focus for this role include client satisfaction, revenue growth, account level oversight of onsite teams specific to service delivery, management of current and new business operations, business development for new and existing clients with the overall goal to lead your team to growth and achievement of the company goals and vision. The position sets a leadership example for the Verista Culture of hard work, positive attitude, commitment to satisfy the customer, and strong interpersonal skills. Primary Duties/Job Responsibilities: Responsible for creating and directing strategy for large or growing accounts including driving and coordinating selling and relationship activities. Maintain and build solid business relations with account key decision makers. Introduce and foster relationships with Verista and client key personnel. Responsible for detailed understanding of large, global account client business strategy, drivers, goals and initiatives and translating these into Verista selling opportunities: Account management with an outcome of increased client satisfaction and increase in retention & account growth Growth goal responsibility aligned to specific account base Proficient in strategic account management & planning Manage forecast accuracy on a monthly/quarterly/annual basis. Negotiate prices, terms of sales and service agreements, prepare contracts and submits orders per Verista guidelines. Partner with Service Lines to implement and track strategies that ensure delivery teams meet and exceed sales, utilization, and growth goals. Ensure all engineering projects, initiatives, and processes are in conformance with organization's established policies and objectives. Resolves client complaints and other issues that may interfere with efficient sales operations. New Business Development: Verista is well positioned to grow based on our industry reputation and broad capability, and the Business Development/Client Partner has a primary responsibility within the company to drive significant increases in revenue and market share. You will assume the role of Primary Contact for Client Manager and Partner levels (C-level) with the following responsibilities: Strengthen existing relationships with clients Establish new client relationships within existing client area Ensure quality of work from the delivery team remains high Manage proposal development and volume to keep your team at acceptable utilization levels In collaboration with the Service Line Management, drive resource utilization levels for your entire group including new and transferred resources Manage all active and open purchase orders and ensure that units remain funded at all times Verify all Service Line Directors are updating resourcing plans and seeking funding prior to full expenditure of existing funding are updated. Ensure your account personnel are only working on funded projects Actively manage and document new and existing client opportunities including overall total revenue, forecasts, and resource planning strategies Regularly (monthly) visit existing clients and target clients to maintain a presence, obtain feedback, ensure quality, and realize new growth opportunities Sales responsibilities: Responsibility for hitting Sales Quota for growth at assigned Accounts in conjunction with Service Line Director/Senior & Delivery Manager Manage Salesforce Leads/Opportunities/Bookings with support of Service Line / Senior /Delivery Manager Maintain sufficient pipeline total and weighted to achieve results (generally total pipeline should be 2-3x the sales required) Support Verista growth goals at each existing account. Generally, 20% but could be significantly higher or lower depending on account Ownership of Strategic Account Management Plans in assigned Accounts in direct collaboration with the Service Line / Senior /Delivery Manager Resourcing responsibilities: Working closely with other Directors and VP on a weekly basis to identify resource needs and gaps and assigning best resource Communication with Service Line/Talent Acquisition/Resource Management about resource needs including skillset required and timing If necessary, interviewing prospective candidates and making recommendations to VP/COO Work collaboratively to make sure we have resourcing in place for potential new/solid opportunities Work with sales to close identified opportunities and develop account management strategies at new accounts ( Manage travel expectations for employees travelling over 50% for over three months Provide regular updates to the Executive Leadership on resourcing projections, sales, and metrics Develop strategic partnerships and help develop new accounts, as necessary Raise awareness within leadership team of those who are unbillable, or who will become unbillable or whose contract ends in less than 3 months Actively seek and communicate customer feedback - key strengths and improvement areas Manage team resourcing and outlook to ensure effective and appropriate staffing levels. Clearly and effectively communicate staffing needs (positive or negative) in a timely manner to allow for effective sales Provide leadership within your group to improve the following areas: Work with Executive Leadership Team to set goals and expectations for his or her group Define clear, measurable goals and expectations within your employees' performance management plans, including working with management to define career paths for supervisory and technical growth opportunities in your team Promote team concept within own group first, but also within other Service Line groups Attend quarterly service line meetings with Team Building activities Challenge employees to do their best. Have high expectations! Hold employees accountable who do not meet expectations and provide feedback appropriately Motivate team members to perform at a high level Develop and build a team environment with high morale and positive corporate culture Manage and develop strategy for engineering processes, procedures, and training Focus upon ensuring standards and consistency with each and every employee and client. Verista must focus on providing a consistent, quality service regardless of the client, employee, or their processes Identify mentors and support mentoring program Be open to take on and develop new talent Keep entire team up to date on procedures and training while maintaining billable targets Be aware of training needs and/or desires for your team and make sure those needs are presented to the Director Quality & Training & respective Service Line Director Ensure you communicate any feedback or concerns to your manager AND your sub-team representatives Provide input on marketing, website, and strategies -VP to identify periods and tasks required Participate as a member of the Lead Team Perform other duties as assigned Qualifications: This position requires a minimum of a bachelor's degree in an Engineering or Scientific degree, Business field or relevant experience. Required Knowledge and Experience: Experience working in a fast paced, results driven organization Experience in Project Management; managing numerous small projects (5+) of Exposure to FDA regulated environments including validation experience Understanding of Commissioning, Qualification and Validation, and process engineering in pharmaceutical manufacturing environments Prior supervisory experience Required Skills: Strong written and verbal communication skills Proven attention to detail and organization including proofreading, follow-through, and project communication Maintain competitive knowledge & focus Required Abilities: Ability to meet, interact, and present in front of a wide range of customers with varying roles including: C-level executives Project managers and plant engineers Supervisor, operators Ability to strategically negotiate with clients in a high stress situation to resolve Project and technical issues Funding and change order discussions Employee performance Calm and collected leader with the ability to guide a team in stressful projects Excellent business maturity and interpersonal skills 10+ years of relevant industry experience Preferred Skills: The following skills are preferred: Broad knowledge of Commissioning, Qualification and Validation, process engineering, Automation Engineering, packaging, Project Management, and Regulatory/Quality, Vision Inspection etc. within Pharmaceutical manufacturing environments is strongly preferred A network of contacts/relationships within the pharmaceutical industry in the geographic area of hire is highly preferred Supervisory Requirements: This position requires cross-functional leadership responsibility to provide direction to employees, OEMs, contractors or clients as necessary to meet project goals and deadlines. For US geography, the salary range for this position is shown below. The actual salary is dependent upon a variety of job-related factors such as professional background, training, work experience, location, business needs, market demand, and competitive market practice. Therefore, in some circumstances, the actual salary could fall outside of this expected range. This salary range is subject to change and may be modified in the future. *Verista is an equal opportunity employer. National (US) Range$150,000-$220,000 USD Benefits Why Choose Verista? High growth potential and fast-paced organization with a people-focused culture Competitive pay plus performance-based incentive programs Company-paid Life, Short-Term, and Long-Term Disability Insurance. Medical, Dental & Vision insurances FSA, DCARE, Commuter Benefits Supplemental Life, Hospital, Critical Illness and Legal Insurance Health Savings Account 401(k) Retirement Plan (Employer Matching benefit) Paid Time Off (Rollover Option) and Holidays As Needed Sick Time Tuition Reimbursement Team Social Activities (We have fun!) Employee Recognition Employee Referral Program Paid Parental Leave and Bereavement Verista collects and processes personal data in accordance with applicable data protection laws. If you are a California Job Applicant, see the privacy notice for further details. For more information about our company, please visit us at Verista.com

Fractional AI builds bespoke gen AI software to transform businesses. We work with PE-backed businesses and Fortune 500 clients across industries. Every C-suite in the country is trying to bridge the gap between AI in theory and AI in practice. We close this gap with a world-class engineering team that implements custom end-to-end AI solutions. We are building a rapidly growing business at the forefront of applied AI and work with some of the largest PE firms in the world. This is a company for intellectually curious individuals looking to make an impact from day 1. About the role In this role, you are responsible for growing and managing a book of business while building deep relationships across the industry. You will be both a deal closer and strategic AI value creation advisor, shaping how leading firms apply Gen AI to achieve measurable business outcomes. This is a unique opportunity to join an early-stage company that is both just getting started and also has a repeatable GTM motion for something that solves a real customer pain. This is a quota-carrying role. What you'll do: Drive revenue: Lead the entire sales cycle end-to-end. Work with AI Architects to scope projects, lead C-suite workshops, and position Fractional AI as the obvious choice for complex applied AI work Advise on AI strategy: Become a trusted AI consultant in your own right. This includes guiding executives towards the highest ROI implementation projects, as well as providing expertise on diligences and AI advisory projects Account strategy and success: Develop and execute against strategic plans to grow key accounts. Oversee your portfolio of ongoing projects and provide direction Be in the room: Secure invitations and represent the company at industry conferences as well as private events/summits Build your network: Develop trust and deep relationships with investors and operators at the firm-level, and executives at portfolio companies Travel: Up to 1-2 trips per month to client sites and PE firm offices What you bring to the table: 8-15 years combined experience in consulting, highly technical enterprise sales, and/or private equity. Proven track record exceeding quotas in complex B2B deals Executive presence and ability to engage credibly on technical concepts Strategic networker with deep relationship-building skills Bonus: Experience in AI, private equity, early stage start-ups, professional services Snapshot of your first few months: Ramping up by listening in on as many sales calls as possible and shadowing our Delivery team on ongoing projects Starting to take over deals on your primary accounts By the end of 90 days, you will be owning and building your own book of business Why you should (and shouldn't) join us We believe in transparency and know joining a company is a big decision. We're not the best fit for everyone and try to be clear on what we are and what we're not so you make the choice that's right for you. Why join Fractional? We are filling a massive gap in a massive market: Getting gen AI into production is the challenge of our time - with legacy consulting firms already driving several billion dollars per year on gen AI advising revenue. Most offerings on the market don't meet the need - they are one size fits all product solutions or advising services without the engineering team to deliver. We offer the engineering talent to meet the need. We have real momentum and demand: PE firms know our name and are calling us when they need help. Our revenue has already tripled year to date and our go-forward targets are incredibly ambitious and attainable at the same time. A front-row seat to the AI revolution: The exposure and learnings that you will get around what is real in the world of AI and how enterprises are using this technology to improve their businesses will be unmatched. In a given week you will meet with 10+ different companies across industries with different use cases. And you will be leading the way to help them figure out how to bring their vision to life. Become an expert: Your exposure to hundreds of AI projects and scoping them will give you a world-leading vantage point and expertise in the space Why shouldn't you join Fractional? We are unapologetically building an engineering-first culture. This is how we build the team to meet the moment. We overdeliver for our clients by crafting a culture that enables the best engineers to thrive. We are a professional services business. You will have to spend some of your time with customers advising We are in-person. We're committed to building an in-person team in San Francisco. This enables us to learn faster together. For the right person, this is a pro, not a con, but it's non-negotiable. We meet our clients where they are. As in-person collaboration is non-negotiable internally, the same applies externally. We get far more done when we are in the same room. You should expect to travel about 1-2x a month. Our Values We overdeliver. We overuse AI. We “over engineer” the culture. Location San Francisco, CA, or New York City, NY (4 days in-person, Fridays remote) Benefits 🏦 Competitive Compensation Package: Attractive salary and meaningful equity aligned with your experience and skills. 📈 401k with Matching: Invest in your future with our company-matched retirement plan. 🌴 Unlimited PTO: Take the time you need to relax and rejuvenate. 🏥 Exceptional Medical, Dental, and Vision Coverage: Comprehensive health benefits to keep you and your family healthy. 🚑 Health FSA: Manage out-of-pocket health expenses effectively. 🚌 Commuter Benefits: Make your travel to work easier and more affordable. 🏥 Life Insurance: Providing peace of mind for you and your loved ones. 🎉 Team Events and Activities: Regular events to build camaraderie and a strong team spirit.

With over 20 years of experience, our global network of passionate technologists and pioneering craftsmen deliver cutting-edge technology and game-changing consulting to companies on the brink of transformation. Since 2001, we have grown from a Java company into a full-service digital consulting company with 4500+ professionals working on a worldwide ambition. We are organized in complementary chapters - teams with a tremendous amount of knowledge and experience within a particular field, such as Agile, DevOps, Data and AI, Cloud, Software Technology, Functional Programming, Low Code, and Microsoft. We help the world's top 250 companies and category leaders overcome digital challenges, embrace innovation, adopt new technology, and implement new business models. In addition to high-quality consulting, we also provide offshoring and nearshoring services. For more details please visit ************* Job Title: Client Partner (Retail) Location: Remote - San Francisco Bay Area Overview We are seeking an experienced Client Partner with deep expertise in the Retail and Consumer Packaged Goods (CPG) sectors. In this role, you will manage and grow strategic client accounts, foster strong executive relationships, and deliver tailored IT consulting solutions that align with the evolving needs of Retail and CPG businesses. Your understanding of industry-specific challenges, digital transformation trends, and operational models will be key to driving client success and business growth. Responsibilities: Manage and grow existing client accounts within the Retail and CPG domains, serving as the primary point of contact and trusted advisor to key stakeholders. Understand the unique business models, supply chain dynamics, and customer engagement strategies of Retail and CPG clients to deliver relevant and impactful solutions. Collaborate with internal teams and partners to design and deliver value-added IT consulting services that address industry-specific challenges such as omnichannel integration, demand forecasting, inventory optimization, and consumer insights. Conduct regular account reviews to assess satisfaction, identify improvement areas, and propose enhancements aligned with client goals. Identify upselling and cross-selling opportunities by leveraging your knowledge of Retail and CPG trends, including digital commerce, personalization, and sustainability. Develop and execute account growth strategies, including penetration plans and executive engagement roadmaps. Stay informed on industry trends, regulatory changes, and emerging technologies such as AI/ML in retail analytics, IoT in supply chain, and cloud-native solutions for CPG operations. Prepare and deliver compelling presentations, proposals, and reports that articulate the value of our services in the context of Retail and CPG transformation. Maintain accurate records of client interactions, opportunities, and account status in the CRM system. Requirements: Bachelor's degree in Business Administration, Marketing, or a related field; Master's degree is a plus. Minimum of 8 years of account management experience in the Retail and/or CPG sectors, preferably within an IT consulting or technology solutions environment. Deep understanding of Retail and CPG business processes, including merchandising, category management, trade promotions, and direct-to-consumer strategies. Proven track record of managing and expanding client relationships, achieving revenue targets, and delivering high client satisfaction. Strong communication, presentation, and relationship-building skills with the ability to engage senior executives and cross-functional teams. Analytical mindset with the ability to translate business needs into technology solutions. Proficiency in CRM tools and Microsoft Office Suite. Willingness to travel as needed. Benefits We Are Proud to Provide! Medical, Dental and Vision Insurance (Subsidized) Health Savings Account Flexible Spending Accounts (Healthcare and Dependent Care) Short-Term and Long-Term Disability Life and AD&D Insurance Employee Assistance Program Matched 401(k) Retirement Savings Plan Paid Time Off Xebia is committed to creating an inclusive and diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Xebia is committed to providing equal opportunity and reasonable accommodations to employees with disabilities. Xebia complies with the Americans with Disabilities Act and all other applicable federal, state, and local laws regarding disability discrimination and accommodation. Interested Candidates may reach out to reasonableaccommodations@xebia.com for any assistance needed. Please feel free to share your preferred pronouns with us during the application process. All persons hired will be required to verify identity and eligibility to work in the United States, and to complete any required employment eligibility forms.