Account Manager
Relationship manager job in Atlanta, GA
As an Account Manager team member, you will deliver value to our customers and revenue for our business by owning the implementation, expansion, and retention of a portfolio of current customers. As an early member of the team, you will have the opportunity to help build and refine the companies scaled account management motion. This is a customer-facing role that requires a passion for the customer.
Responsibilities:
Partner with Account Executives to smoothly onboard customers to the company's card program and platform.
Build strong relationships with around customers across ~30 accounts, understanding their needs and keeping a pulse on account health (Customers can include controllers, CFO's, business owners, VP's, etc.)
Own retention and growth across your book of business-driving spend and identifying expansion opportunities.
Run Quarterly Business Reviews to uncover growth opportunities and collaborate with clients on strategy and upcoming product updates.
Work closely with product, support, and marketing to share customer insights and help improve our roadmap and communication strategy.
Requirements:
2-5 years of experience in account management, implementation, or customer success-ideally in SaaS or financial services.
Proven experience and understanding of the dynamics within a venture-backed company, including its growth-oriented environment and strategic ambitions
A proactive mindset when it comes to spotting customer needs and growth opportunities.
Familiarity with basic sales tools and metrics.
Comfortable with change and excited to grow with a fast-moving startup.
COMPENSATION:
$70,000-$80,000/yearly
Exact compensation may vary based on several factors, including skills, experience, and education.
Regional Sales Manager
Relationship manager job in Atlanta, GA
Mike McGovern & Associates is a family-owned manufacturers' representative agency that offers a wide range of high-quality industrial products. We work closely with manufacturers, distributors, and professional end users. Established in 1991, our company covers Ohio, Michigan, Indiana, Illinois, Wisconsin, western Pennsylvania, Western New York, Kentucky, West Virginia, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Alabama, Mississippi and Florida. We specialize in the STAFDA channel, general line/mill supply, electrical, fasteners, welding, safety, plumbing/HVAC, and specialty distributors.
Role Description
This is a full-time role for a Regional Sales Manager. The Regional Sales Manager will be responsible for managing sales activities within the assigned region, developing and implementing sales strategies, building and maintaining relationships with distributors & end users, identifying new business opportunities, and achieving sales targets. This role is located in the Atlanta, GA area but candidate will be responsible for sales in Georgia & South Carolina.
Expectations:
Weekly calls on distributor partners in given geography
Weekly end user calls/demonstrations with distributor salespeople
Frequent communication with manufacturer principals & CSV Management
Establishing & executing sales strategy for manufacturer's represented in given geography
Logging of important data into company CRM
Participation in trade shows, sales meetings, conferences, etc.
Participation in ongoing manufacturer training to stay up to date on lines represented
Qualifications:
Proven track record in sales and business development
Strong communication and negotiation skills
Ability to build and maintain relationships with distributors, end users & principals (manufacturers)
Ability to work independently and remotely - managing ones own schedule
Ability to work with CRM, Office 365 - Adobe a plus
Experience in the industrial products industry is a plus
Compensation:
Salary + Bonus - $75,000 - $95,000 OTE
401K
Car Allowance
Paid Expenses
Health Insurance
Business Development/Client Engagement Manager
Relationship manager job in Atlanta, GA
The Client Engagement Manager opportunity is a highly visible role. Candidates must have over 10+ years in the IT staffing industry with a strong track record of success generating revenue over $2M-$4M yearly.
High Base Salary & Commission! (salary is open depending on experience)
Job Description:
1. Desired candidates must have 10+ years of experience selling IT consulting services in the staffing industry.
2. Strong experience selling to C-Level Executives.
3. IT staffing industry experience is mandatory.
4. Candidates must be willing to 'roll-up their sleeves' and utilize our organization's competitive advantages to cultivate new business opportunities within prospective accounts.
Required Qualifications:
1. 10+ years client/business development experience in selling IT staffing and solutions
2. Strong understanding of the Atlanta / East Coast marketplace and recent experience selling into this market
3. Strong ability to demonstrate exceptional written and oral presentation skills
4. Exceptional business acumen
5. Demonstrated experience in opening Fortune 500 accounts
6. Demonstrated successes using a top-down selling approach
Plus Skills: * National sales experience
Role/Responsibilities:
* Open new accounts
* Create new business opportunities with existing client companies
*Create business opportunities with already established companies by the candidate in the past * Create sales strategy specific to target markets
* Prepare and present proposals to prospective C-Level executives
Respond to RFP s, RFQ s etc. * Manage full sales/delivery life-cycle.
Salary is proportional to past experience and accomplishments. CGI offers excellent benefits and commission structure.
Key Skills: Account Management, IT Staff Augmentation, Business Development, Sales Executive, Account Executive, Account Manager, VP of Business Development, Director of Business Development, IT Sales, Technology Sales, New Client Development Manager, Atlanta, GA, VP of Sales, Vice President of Sales
Senior Business Relationship Manager
Relationship manager job in Kennesaw, GA
About Us Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower our 47,000 students to become thought leaders, lifelong learners, and informed global citizens. Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision. Come Take Flight at KSU!
Location
Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144. Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.
Job Summary
Leads strategic engagement efforts between University Information Technology Services (UITS) and institutional stakeholders. Drives technology alignment with University priorities, identifies and facilitates high-impact initiatives, and guides the overall department strategy to deliver business value and service excellence. Mentors department staff, oversees complex partnerships, and acts as a trusted advisor to executive leadership.
Responsibilities
KEY RESPONSIBILITIES:
1. Leads the strategic engagement between IT and business units to ensure alignment with institutional goals
2. Develops and maintains executive-level relationships across academic and administrative units
3. Act as a strategic advisor to leadership, identifying opportunities for innovation and transformation
4. Guide and mentor junior BRMs to support relationship and value management across campus
5. Establish and refine BRM practices and processes to enhance strategic impact and service delivery
6. Lead large-scale initiatives and represent IT in executive steering committees and governance councils
7. Advocate for business partner needs in IT planning, resource allocation, and prioritization
8. Translate complex business needs into actionable strategies and proposals with measurable outcomes
9. Monitors service and project delivery outcomes to ensure value realization and continuous improvement
Required Qualifications
Educational Requirements
Bachelor's degree from an accredited institution of higher education in Business Administration, Information Technology, or a related field.
Required Experience
Five (5) years of experience in IT-business liaison roles, including at least two (2) years in a leadership or senior stakeholder engagement position.
Preferred Qualifications
Additional Preferred Qualifications
Certified Business Relationship Manager (BRMP or CBRM) Certification
Preferred Educational Qualifications
An advanced degree from an accredited institution of higher education in a related field
Preferred Experience
Experience aligning technology solutions with institutional strategy
Knowledge, Skills, & Abilities
ABILITIES
Travels between Kennesaw State campuses and locations as required to maintain effective relationships
Able to handle multiple priorities, tasks, or projects at one time meeting assigned deadlines while maintaining strategic focus
KNOWLEDGE
Advanced knowledge of service management, business analysis, and value realization methodologies
Experience in complex project and portfolio environments
SKILLS
Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, time management, project management, and presentation skills
Excellent communication skills, including executive-level presentations
Proven leadership, mentoring, and stakeholder engagement skills
Strategic thinking, business acumen, and technology literacy
Strong analytical, negotiation, and conflict resolution capabilities
Skilled in building trust-based relationships and influencing at all levels of the organization
Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite)
Strong attention to detail and follow up skills
Strong customer service skills and phone and e-mail etiquette
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at **************************************************************************
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at ************************************************
Equal Employment Opportunity
Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.
For additional information or to file a complaint under the provisions of this policy, students, employees, applicants for employment or admission or other third parties should contact the Office of Institutional Equity at English Building, Suite 225, ****************.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position may travel 1% - 24% of the time.
Background Check
* Standard Enhanced + Education
Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility.
All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.
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Easy ApplyPharmacy Relationship Manager
Relationship manager job in Roswell, GA
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Relationship Manager- Transportation (Metro Atlanta)
Relationship manager job in Buford, GA
Bring your curiosity and determination to make a positive impact on the future of transport, and we'll help you go all the way. Join our team of globally connected specialists to help solve complex transport challenges and experience groundbreaking projects from idea to delivery, and beyond.
Who are we looking for?
GHD has an exciting opportunity for a Relationship Manager within Transportation to develop and implement the expansion of GHD's Transportation practice around the greater Metro Atlanta area, and beyond when needed. Areas of expertise include Highways, Roads, Bridges and/or Transportation Planning/Traffic Engineering and related transportation services. Relationships with key Metro Atlanta clients, state and local government, and industry partners are essential. You will collaborate with and support our current staff, clients and projects, while building new relationships through business development. This role will office out of our new Dunwoody, GA location!
Responsibilities of the position are, but not limited to:
* Customer Relationship Management (CRM) Data: Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues.
* Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
* Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
* Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
* Sales Opportunities Creation: Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
* Sell Customer Propositions: Use personal expertise to identify the products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations.
* Promoting Customer Focus: Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships.
* Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input
What you'll bring to the team:
* Bachelor's Degree or Equivalent Level
* Minimum of 15 years of relevant experience with solid technical knowledge and skills across the transportation industry, including a strong background in transportation planning, design, and construction
* Professional Engineer's License in Civil Engineering
* Strong relationships within the local industry and proven track record of transportation service and project delivery
* Experience and familiarity with GDOT and other agency standards is preferred.
* Strong leader, with the ability to collaborate with other markets to cross-sell services and
* Ability to drive the growth of the transportation practice
Our Hybrid Work Model:
Be part of the dynamic culture! Our workplace thrives on a hybrid model, combining in-office collaboration and flexibility. Join us in the office three days a week to contribute, connect and excel in our vibrant environment.
As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status.
#LI-KM2
Auto-ApplyLead Client Partner, Restaurants & Delivery Apps
Relationship manager job in Atlanta, GA
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible.
Role Summary
As a Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier clients through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, dynamic environment.
What you'll do:
Strategic Vision and Partnership Building
Develop and execute full-funnel sales strategies that encompass awareness, consideration, conversion, and retention for top-tier clients, driving measurable business results.
Cultivate and maintain strong relationships across client and agency stakeholders, including C-suite, Investment, Strategy, and Activation teams, organizing key educational summits, strategy sessions, and QBRs.
Build and execute a strategic business plan to drive revenue growth on Pinterest. Get buy-in from key stakeholders (internally and externally) to your strategic approach and drive accountability through influence. Drive y/y growth and spearhead annual deal conversations.
Demonstrate executive presence, leadership and influence with clients by understanding the ins and outs of their business that includes but is not limited to macro trends (headwinds, tailwinds), business goals & media KPIs, opportunities, etc to think critically, the status quo and not take client directives at face value.
Product Expertise and Market Influence
Serve as a product expert, delivering guidance on digital ecosystem and Pinterest's ad offerings, focusing on both upper and lower funnel formats, and staying at the forefront of industry trends to address partner needs.
Develop tailored media strategies leveraging industry insights to achieve business goals, driving adoption and scaling Pinterest's performance media solutions (search, Shopping, feed-based ads).
Internal and External Collaboration
Spearhead negotiations and develop joint business plans to foster an understanding of partner goals, maximizing impact while mobilizing cross-functional teams to address complex challenges.
Drive business growth by analyzing partner goals, delivering data-driven insights, and crafting compelling narratives to guide successful media strategies.
Champion Pinterest's Value
Champion Pinterest's value proposition by showcasing impactful ad metrics and positioning Pinterest as a key player in advertisers' media mix.
Proactively identify and communicate opportunities for incremental growth, working closely with clients to expand partnerships.
What we are looking for:
Ad Tech and Digital Advertising Expertise: Deep understanding of full funnel advertising solutions that includes media and measurement solutions for brand, consideration and conversion. Nice to have specialized knowledge/expertise in search, shopping, display and/or social.
Strong Consultative and Negotiation Skills: Proven track record of developing long-term partnerships and effectively negotiating annual partnership agreements, ensuring mutual satisfaction and driving high-value client engagements.
Analytical and Problem-Solving Skills: Ability to think critically and analytically by leveraging insights, macro trends and micro performance trends to translate learnings into actionable insights to propel revenue growth.
Goal and Result-Oriented Approach: Demonstrated ability to consistently achieve revenue goals while balancing both short and long-term growth objectives to foster continued partnership development. This includes a strategic, results-oriented approach to client and media management, ensuring sustainable success and mutually beneficial outcomes.
Excellent Communication and Collaboration Skills: Able to thrive in fast-paced environments, maintaining high standards of operational excellence, strategic thinking, and fostering a collaborative team atmosphere.
Challenger mindset: Willing to challenge and stay persistent with key decision makers. Client Partners will continually evolve their relationships (client, agency and creative decision makers), drive weekly accountability with action plans and get creative where there are gaps in product or capabilities.
Bachelor's degree in a relevant field such as digital media or SAAS sales, or equivalent experience.
In-Office Requirement Statement:
We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.
This role will need to be in the office for in-person collaboration 1 times per week and therefore needs to be in a commutable distance from our Chicago or Atlanta offices.
Relocation Statement:
This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
#LI-HYBRID
#LI-VP1
At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$99,088-$173,405 USD
Our Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
Auto-ApplyClient Partner - Cross-Industry
Relationship manager job in Atlanta, GA
Slalom's Georgia/Alabama market is seeking a leader at the Senior Principal level to join the Account Team and continue delivering outcomes for our clients. Who You'll Work With Slalom Georgia/Alabama is seeking builders and creators with a strong entrepreneurial streak that are excited about scaling our impact! Relevant experience includes business strategy; product development; operations transformation; digital; data & analytics; CRM implementation; cloud migration; and related large-scale transformations. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes.
Note: Hybrid role. The ideal candidate will live in the Atlanta metro area.
What You'll Do
* Drive value to clients through consulting by building solid stakeholder/leader relationships and aligning them to achieve client goals
* Billable utilization across a small cluster of healthcare accounts
* Direct Revenue responsibility of $1.5M+
* Oversight and governance of all sold/managed engagements within aligned accounts
* Deliver / oversee project excellence
* Drive business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements
* Engage with your clients to understand their strategies and objectives to drive value through solutions, and building solid stakeholder/buyer/influencer relationships
* Drive business results by producing a well-managed, profitable, and growing book of business and technology opportunities
* Build pursuit teams to strategize/close deals and solutions
* Ownership of activity within your accounts including:
* Oversight and governance of all sold/managed engagements within aligned accounts
* Deliver / oversee project excellence
* Drives business development with the proper information (creation of SOW), tools and subject matter expertise to sell engagements
* Help build and shape our industry capabilities to solve our client's complex challenges
What You'll Bring
* Managed and sales revenue experience ($1.5M+)
* Confidence working with clients at SVP, C-suite and/or executive steering committee levels
* Deep understanding of healthcare related digital transformation
* Clinical trial process experience a plus
* Revenue cycle management, patient intake, digital front-door experience a plus
* Expert project including all aspects of program/project management
* Experienced in business development, including relationship building, solutioning and resourcing
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. Compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
Client Experience Manager - 100% Commission (TSG-5005)
Relationship manager job in Atlanta, GA
Job DescriptionAbout The Strickland Group The Strickland Group is a family-driven, vision-first agency backed by a major national carrier. We combine modern tech, AI-assisted systems, and human connection to change how families protect their future. Our mission is simple: serve people and leave them better than we found them. Why this role is different This isn't a corporate seat - it's a pathway to ownership. You'll build your own business & develop a book of business, lead a team, and scale your income based on performance. No cold calls. No chasing. You'll work warm, qualified clients who've already requested help. What you'll do Master our systems and product suite to deliver first-class client experiences. Follow up with warm leads and prior client inquiries (we provide high-quality leads). Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth. Manage your client communication and relationship lifecycle. Build a personal brand and scale your book - recruit and lead a team when ready. Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities. Maintain licensing, contracting, and compliance for your market. Attend weekly virtual training and leadership development. Who you are You want to build and own something - not just collect a paycheck. Entrepreneurial mindset: you plan, execute, iterate, and refuse to be average. Strong communicator - phone and video-first comfort. Organized, self-motivated, and tech-savvy. Preferably 2+ years in sales, service, or business ownership - but grit and results matter more. Requirements Reliable phone, data, and Wi-Fi. Must pass background check and carrier contracting. Active Life & Health license, or willingness to get licensed (we'll help you in 7-10 days). Compensation & growth Uncapped commission structure + performance bonuses and incentives. Clear path to leadership / territory ownership / revenue-share for top performers. Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. 100% Commission Perks Remote, flexible schedule (evenings/weekends as client needs require). Comprehensive training and a proven playbook to build your business. Annual all-expense-paid trips for top producers. Discounted health and life coverage options. Leadership development and agent-to-owner transition support.
Client Relationship Manager, Analyst
Relationship manager job in Atlanta, GA
Job Description
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials
Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
Marketing / Sales Development
Shadow a Senior Client Relationship Manager
Observe calls with Clients and Centers of Influence
Take notes from client meetings and circulate to the appropriate parties
Opportunity to attend certain industry networking and informational events
Learn the fundamentals of prospecting, applying these strategies to building one's own book of business
Ideal Candidate will Possess the Following:
Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
Strong technical and analytical orientation; ability to create financial models in Excel
Desire to want to grow into a sales professional
Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
Proficiency in Microsoft Office
Proactive and takes initiative with strong follow through
Effective business writing skills
Excellent presentation skills
Positive, can-do attitude
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
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Client Partner - Insurance
Relationship manager job in Atlanta, GA
Role: Client Partner - Insurance Roles & Responsibilities The accountability for the Client Partner will include P&L growth, Customer Satisfaction, and Employee Satisfaction. All of sales, delivery, and operations teams for the account will roll up to the CP.
* Define the long-term approach/ plan for the account and execute to the plan with quarterly and monthly KPIs.
* Stakeholder Management - building and managing client relationships at the VP, and CXO level.
* Accountable for quantified targets of Revenue growth, Order booking, Operating margin, Customer satisfaction, and Employee satisfaction
* Work closely with customer-side decision makers for upselling and cross selling all service lines such as Data and Analytics, AI, Application Development and Maintenance Services, Digital, BPO, Enterprise Solutions (Pega, Salesforce, Oracle), Infrastructure & cloud.
* Sales and demand generation/capture through rigor in regular review of Pipeline and performance against plan on weekly, monthly, quarterly, and annual basis.
* Define and execute the account specific marketing plan for building new relationships and elevating the TCS brand.
* Build alliance partnerships relevant to the account.
* Lead the teams in generating opportunities and presenting proposals (proactive as well as responses to RFP/RFIs)
* Manage and escalate (when necessary) to ensure fulfillment of resources to meet the revenue and delivery commitments.
* Identifying and grooming team members into future leaders within the account and beyond.
* Delivery management through scheduled engagement reviews between Customer(s) and Delivery leaders.
* Interacting with Supplier relationship team from customer organization and maintain smoother flow of contracts, invoices, and payments.
Qualifications:
* Experience with rapid growth in accounts and experience in global delivery model.
* Prior experience of managing a P&L in a leadership role is a must.
* Experience of Sales role in Insurance Industry
* Ability to present at senior levels, and executive levels and navigating the multiple layers of organization of the customer.
* Ability to work with different teams in various service lines and functions, across multiple time zones.
* Ability to manage multi-cultural teams.
* Be based in Chattanooga or Atlanta and willing to travel to different client locations in US and UK.
Salary Range: $131,750 - $201,250 a year
#LI-AD1
Client Relationship Manager
Relationship manager job in Gainesville, GA
Tidewater specializes in the development of cutting-edge marketing campaigns allowing us to create brand awareness for industry leading clients. Our Business Development team is offering an extraordinary PAID internship opportunity for students, and entry level roles for green professionals. We are looking for ambitious and creative forward thinkers, that will engage directly with clients in order to contribute fresh ideas to our sales and marketing teams.
Responsibilities include:
Scheduling daily sales appointments and meetings
Developing and executing innovative marketing campaigns
Engaging with consumers to secure accounts and ongoing business
Cross training in all departments (Sales, Business Development, Marketing)
Staying up to date on product knowledge to provide five-star service
This entry level role allows both hands-on experience and classroom training from our nationally recognized management teams. Interns and entry level employees are to represent our company with professionalism and practice honesty and integrity in all business transactions.
Qualifications:
Ability to thrive in a fast-paced environment with competitive pay options
Exhibits a high level of urgency while delivering unmatched client satisfaction
Embodies a positive attitude, accountability, and an openness to diversity
Takes initiative in order to respond accordingly to any situation that may arise
Superb interpersonal and communication skills, both written and verbal
Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.
Auto-ApplyClient Manager - US Large Market
Relationship manager job in Atlanta, GA
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
The GCS U.S. Large Enterprises Client Group manages strategic commercial services relationships with clients, including many multi-national organizations. This Client Manager, U.S. Large Enterprises, is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio of approximately 10 clients in the Mid-Atlantic United States.
How will you make an impact in this role?
**Role Responsibilities:**
+ Serve as payments expert to proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients.
+ Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to drive spend expansion/growth.
+ Lead development of proposals and pricing for client renewals and expansion, negotiate client contracts, and oversee implementation of solutions.
+ Engage, develop, and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives.
+ Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders.
+ Identify and develop relationships with decision-makers within client organizations to influence program management and growth.
**Qualifications:**
+ Minimum of 5 years prior strategic relationship management and/or sales experience.
+ Must possess a sense of urgency and deep resilience to drive results and win.
+ Experience with managing complex and challenging clients.
+ Proven relationship management skills demonstrating a comfort and effectiveness in establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies.
+ Experience with the following industries preferred: Food & Beverage, Retail, Business & Professional Services, Financial Services, Information Technology, Media & Entertainment.
+ Entrepreneurial approach to portfolio management; able to identify opportunities and mange through the sales process.
+ Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth.
+ Effective oral and written communication skills, with the ability to influence internal and external partners.
+ Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance.
+ Ability to effectively present products, technical solutions, and financials to clients in a strategic manner.
+ Must be able to work in a virtual environment.
**Qualifications**
Salary Range: $89,250.00 to $150,250.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021826
Merrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
Alpharetta, Georgia **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 (*******************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
**Specific responsibilities include, but are not limited to:**
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
+ Driving business growth byleading the service delivery model and wealth management banking strategy for their respective market
+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Resolving complex, escalated client service and operational needs
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service, problem resolution, and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Commercial Relationship Manager, Special Accounts
Relationship manager job in Atlanta, GA
Job Description
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.
Position Summary:
The Commercial Relationship Manager, Special Accounts is responsible for managing a portfolio of high-risk floorplan dealerships, primarily within the Chrysler, Dodge, Jeep, and Ram brands. This role focuses on mitigating risk, resolving distressed accounts, and overseeing activities related to loan workouts, foreclosures, bankruptcies, and loss recovery to minimize financial exposure and protect the SFS Commercial portfolio.
Essential Duties and Responsibilities:
Manage a portfolio of high-risk or defaulted automotive dealerships, including those sold out of trust (SOT).
Oversee ongoing dealer monitoring, including financial statement analysis, ratio and trend review, and formal account evaluations.
Conduct intensive loan servicing and workout activities to resolve problem loans and minimize losses.
Develop and implement action plans to address capitalization, profitability, and wholesale agreement compliance issues.
Communicate directly with borrowers to discuss defaults and determine viable resolutions.
Assess and quantify the financial impact of defaults, including unpaid lending and capital loans; recommend reserve adjustments as needed.
Coordinate with Legal on all aspects of default management, including documentation, correspondence, and court proceedings.
Monitor delinquencies and manage operational responsibilities related to dealer defaults, ensuring timely communication with key stakeholders.
Protect company assets by securing collateral, equity, or other borrower assets to minimize exposure and loss.
Other duties may be assigned; responsibilities and activities may change.
Qualifications and Competencies Required To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Experience:
Minimum 3 years' experience in Commercial Automotive Lending.
Education:
High school diploma and or GED.
Skills Required:
Ability to define problems, gather and analyze information systematically to identify causes and effects, develop practical solutions, and make sound decisions using good judgment and experience.
Strong performance focus with energy, enthusiasm, and resilience to achieve results, close issues, meet expectations, and support others in reaching their goals.
Ability to identify, plan, and implement measures to meet objectives and maintain quality of service; organize and prioritize work effectively; allocate resources efficiently; and conduct systematic evaluations.
Strong oral, written, and presentation communication skills.
Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.
Overtime required - N/A.
Travel 0-25% - as required on an as needed basis.
Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ.
Qualifications Preferred:
Education - Bachelor's degree in Business Administration, Economics, Finance or a related.
Experience - Comprehensive direct experience with high risk and /or default accounts.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Work Schedule This position is a hybrid role, requiring in-office presence based on business needs. The role also requires flexibility to work various shifts to meet business needs, typically between the hours of 8:00 AM and 6:00 PM, Monday through Friday, with occasional weekend availability as needed. Travel requirements are estimated at 0-25%.
Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.
Business Relationship Manager Senior - Deepener Vice President
Relationship manager job in Atlanta, GA
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Balance needs of clients with associated risks and interests of the firm
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Business Relationship Manager
Relationship manager job in Kennesaw, GA
About Us Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower our 47,000 students to become thought leaders, lifelong learners, and informed global citizens. Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision. Come Take Flight at KSU!
Location
(Primary Location for Job Responsibilities) Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144.
Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.
Job Summary
Serves as the strategic interface between University Information Technology Services (UITS) and assigned business units. Ensures that technology initiatives and services align with the strategic goals of the University, promoting value creation, service delivery excellence, and meaningful communication. Builds and maintains trust-based relationships and advocates for both IT and business stakeholders, ensuring mutual understanding and shared success.
Responsibilities
KEY RESPONSIBILITIES: -
1. Builds and maintains strong, collaborative relationships with business and IT stakeholders
2. Serves as a primary point of contact for IT services and strategic alignment with business goals
3. Communicates clearly with stakeholders regarding project updates, service performance, and IT initiatives
4. Advocates for business partners' needs and ensures priorities are reflected in IT planning
5. Facilitates service improvement planning and manage client satisfaction feedback loops
6. Monitors and supports project delivery, ensuring stakeholder alignment and timely updates
7. Identifies and mitigates business and IT risks through proactive engagement and escalation
8. Translates business requirements into actionable proposals and support intake and governance processes
Required Qualifications
Educational Requirements
Bachelor's degree from an accredited institution of higher education in Business Administration, Information Technology, or a related field.
Required Experience
Three (3) years of relevant experience in a customer-facing, business/IT liaison, or stakeholder engagement role, preferably within a higher education or complex organizational environment.
Preferred Qualifications
Additional Preferred Qualifications
Certified Business Relationship Manager (BRMP or CBRM) Certification
Preferred Educational Qualifications
An advanced degree from an accredited institution of higher education in a related field
Preferred Experience
Experience aligning technology solutions with institutional strategy
Knowledge, Skills, & Abilities
ABILITIES
Travels between Kennesaw State campuses and locations as required to maintain effective relationships
Able to communicate complex business and technical concepts clearly to diverse audiences
Able to handle multiple tasks or projects at one time meeting assigned deadlines
KNOWLEDGE
Maintains knowledge of market trends, emerging technologies, and industry best practices
Experience with conflict resolution and change management
SKILLS
Able to communicate complex business and technical concepts clearly to diverse audiences
Able to handle multiple tasks or projects at one time meeting assigned deadlines
Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, communication (verbal and written), time management, project management, and presentation skills
Strategic thinking and influential relationship building
Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite)
Strong attention to detail and follow up skills
Strong customer service skills and phone and e-mail etiquette
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at **************************************************************************
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at ************************************************
Equal Employment Opportunity
Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.
For additional information on this policy, or to file a complaint under the provisions of this policy, students, employees, applicants for employment or admission or other third parties should contact the Office of Institutional Equity at English Building, Suite 225, ****************.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position may travel 1% - 24% of the time
Background Check
* Standard Enhanced
* Education
Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening
results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility.
All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.
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Easy ApplyPharmacy Relationship Manager
Relationship manager job in Gainesville, GA
Job Description
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Sr. Client Partner, Retail
Relationship manager job in Atlanta, GA
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible.
As a Sr. Client Partner at Pinterest, you will develop and grow relationships with some of our most strategic and largest advertisers. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success.
We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Partner position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.
What you'll do:
Retain and grow partner relationships, ultimately driving Pinterest revenue.
Build strong relationships with clients, agencies, C-suite, and key stakeholders both internally and externally.
Demonstrate leadership and a deep understanding of client business goals and industry trends.
Develop tailored media strategies to drive adoption of Pinterest ads.
Position Pinterest as a key platform by highlighting ad performance and impact.
Identify and communicate new growth opportunities to expand client partnerships.
What we are looking for:
Proven experience building long-term partnerships and successful negotiations.
Experience working with executive-level business and marketing leaders.
Analytical thinker, skilled at turning data and trends into clear strategies for growth.
Track record of meeting revenue goals and fostering ongoing partnership growth.
Success working in fast-paced, collaborative, and high-performance environments.
Bachelor's degree in Digital Media, SaaS Sales, or related field, or equivalent experience.
In-Office Requirement Statement:
We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.
This role will need to be in the office for in-person collaboration 1 time per week and therefore needs to be in a commutable distance from our Chicago, IL or Atlanta, GA offices.
Relocation Statement:
This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
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At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$79,198-$138,597 USD
Our Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
Auto-ApplyMerrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service, problem resolution, and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40