Relationship manager jobs in Waterloo, IA

Full-time Description TITLE: SFG Relationship Manager DEPARTMENT: 912 - Specialty Finance Group The SFG Relationship Manager is responsible for the overall management of the SFG LIHTC portfolio that is in the perm phase, including client service, credit analysis, closing activities, and internal servicing and monitoring. ESSENTIAL FUNCTIONS: Oversee the loan conversion process for forward rate lock projects and those converting from construction to perm financing. Timely and accurate completion of credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Review of all required credit documentation to ensure loan and bond documents are consistent with credit approval, including appropriate signatures, disclosures, credit authority, and internal system requirements. Monitor compliance with loan agreements to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions. Assist with the training and onboarding on new team members. Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors. Build relationships with other bank personnel to facilitate effective working relationships between credit administration and production. Provide timely and effective responses to servicing needs. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of inclusion. Additional duties and responsibilities may be required to support the company's mission, vision and values. QUALIFICATIONS: Bachelor's degree in accounting, business administration or related field; or equivalent combination of education and experience required. Minimum five years of credit analysis and commercial portfolio/officer management experience. Previous banking and analysis experience preferred. Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner. Excellent organizational skills with the ability to organize and manage a variety of projects and tasks. Capability to manage sensitive information and uphold confidentiality. Demonstrated strong math skills and ability to organize and analyze complex financial information. Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Strong verbal, written and interpersonal communication skills. WORKING CONDITIONS: Duties are performed in a professional office environment. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We are Looking to Add a Key Member to Our Portfolio Services Group! As an integral component of the GreatAmerica Portfolio Services Group (“GPSG”) team, the Client Relationship Manager (“CRM”) is responsible for maintaining and enhancing the relationship between GPSG and key external clients. This will include ensuring the continued growth and success of existing client relationships, as well as the effective onboarding of new client relationships that have been originated by sales. This is a true hybrid position, requiring both external customer relationship ability, as well as strong internal communication and coordination skills. The CRM will work closely with GPSG clients to understand their unique needs and day-to-day operational issues. Once the client's needs or issues are understood and documented, the CRM will own the follow-up, working closely with the GPSG internal operational team to ensure a good outcome for the client. Ultimately, the CRM is a strong businessperson, with a capacity to understand key client needs or issues and the organizational skills to ensure strong delivery There are three primary functions expected with the Client Relationship Manager role: Existing Client Relationship Management (emphasis on 5 largest clients) Develop and maintain loyalty over the long-term with key clients. This will be achieved by gaining a deep understanding the client's business, and encouraging joint projects that are strategically important to the client Champion client requests and issues, ensuring efficient and effective solution Management of GPSG internal Standard Operating Procedure for each client Working with GSPG operations team, ensure that all interactions with clients are well documented Prepare communication plans to keep clients up to date with developments in the Company. As necessary, arrange meetings and lead presentations with clients to review status of relationships Facilitate scheduled calls/meetings with clients to ensure servicing standards and expectations are met New Client Relationship Onboarding Management of Onboarding Process for new client relationships Create and update a clearly documented onboarding plan Refinement of Onboarding Process to develop long-term scalable solutions for the onboarding of new clients Working with GSPG operations team, ensure that all onboarding steps are well documented within the SOP's Facilitate scheduled calls/meetings with client to ensure onboarding is on schedule and meeting needs Internal Communication and Coordination with GPSG operations Team Utilizing internal GPSG client request portal, track and document all client issues and requests To ensure that key accounts receive the appropriate level of service, the CRM coordinates with the GPSG operations teams that deal directly or indirectly with clients The CRM works with the GPSG operations team to ensure the establishment of policies and standards of service for each department and monitors the operation's performance Updates internal teams with important client news and gives regular updates during Hudl meetings This role will apply proven communication, analytical and problem-solving skills. Regular communication with key stakeholders inside and outside GreatAmerica will be crucial. This role requires a person that is a self-directed with strong communication, analytical and problem-solving skills. As a Client Relationship Manager, you will: Relationship Management: Provide ownership and single point of contact for key client relationships Build and manage strategic relationships with appropriate counterparts within GPSG client's business Occasional travel will be required for strategic partner visits, client visits and industry events Keep abreast of new industry developments that will have an effect on internal operations and the company-client relationship Account Planning: Develop a deep knowledge of GPSG client's business, including their future growth plans. Ensure that GPSG servicing solutions are in-line with the future of the client Proactively define and develop new servicing offerings to enhance the loyalty of the GPSG client Maintain awareness of changes in environment that have an impact on the overall business plan and respond accordingly Monitor industry trends and build competitive intelligence that translates into potential GreatAmerica opportunity Communication: Develop strong lines of communication with all levels at key GPSG clients Regularly communicate strategic direction and status of all outstanding client requests/projects to Business Unit and Functional Leadership Create, communicate and manage the prioritized client request map Coordination: Externally, must coordinate requests with the client to ensure that they are understood Internally, must interface with various departments and functional teams Work with the GPSG operations team to ensure that projects are developed Business Unit: Actively participate in GPSG leadership initiatives and recommend courses of action that align with the vision of the Business Unit Attributes Conducts self in a manner consistent with the principles of GreatAmerica Exemplary interpersonal skills and a personable demeanor Deep understanding of mutual goals and individual issues Demonstrated ability to successfully and simultaneously oversee multiple projects with conflicting objectives and priorities Proactive approach to problem solving Strong client relationship ability and communication skills Ability to work with internal stakeholders to build consensus on key elements of strategy Acts as a primary point of contact to maintain a strong and collaborative relationship with all stakeholders Strong business acumen. Ability to understand the underlying business issues faced by the client Serve in a solutions-oriented consultant role that promotes change and process improvement Problem solving attitude, with focus on improving processes with a disciplined approach Entrepreneurial attitude, with the ability to thrive in a fast-paced work environment Demonstrated self-starter who is goal oriented, a critical thinker and a creative problem solver Strong negotiation skills and ability to develop and manage stakeholder expectations Must be able to multi-task and have a combination of organizational and analytical skills Effectively displays solid leadership skills and the ability to influence without authority Strong sense of urgency and follow through in addressing issues Excellent interpersonal and relationship building skills to build credibility Exceptional communication skills (both verbal and written) Conduct self-consistent with the principles of GreatAmerica To be successful in this role you will need: Education Bachelor's degree or equivalent required Experience Minimum 5 years of work experience in client relationship management role Computer Skills Advanced knowledge of the Microsoft Office Suite. GreatAmerica internal systems knowledge Client utilized systems (e.g. front end platforms, etc.). Other Requirements Exceptional organizational, analytical and follow-through skills Excellent verbal and written communication skills Role will likely include periodic large project oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly Must demonstrate sound business judgment Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes: Financial Benefits Competitive Compensation Monthly Bonuses for Eligible Employees 401(k) and Company Match Annual Profit Sharing Paid Time Off Health, Wellbeing, and Family Planning Benefits Paid Vacation - starting at 80 hours annually for employees in their first year of service. Paid Sick Days - Ten (10) per year with a conversion option for unused time. Ten (10) Paid Holidays per year Gym Reimbursement Health Insurance Dental Insurance Vision Insurance Short-Term and Long Term Disability Company Paid Life Insurance Flexible Spending Accounts (FSA) Health Savings Accounts (HSA) Employee Assistance Program Parental Leave Education and Career Planning Benefits Tuition Assistance Networking Opportunities Leadership Development Opportunities Perks Paid Parking Service Awards Hybrid work arrangements Business casual environment A strong organizational culture focused on our greatest asset: you! If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at ***************************** Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.

TITLE: SFG Relationship Manager DEPARTMENT: 912 - Specialty Finance Group The SFG Relationship Manager is responsible for the overall management of the SFG LIHTC portfolio that is in the perm phase, including client service, credit analysis, closing activities, and internal servicing and monitoring. ESSENTIAL FUNCTIONS: * Oversee the loan conversion process for forward rate lock projects and those converting from construction to perm financing. * Timely and accurate completion of credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. * Review of all required credit documentation to ensure loan and bond documents are consistent with credit approval, including appropriate signatures, disclosures, credit authority, and internal system requirements. * Monitor compliance with loan agreements to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions. * Assist with the training and onboarding on new team members. * Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors. * Build relationships with other bank personnel to facilitate effective working relationships between credit administration and production. * Provide timely and effective responses to servicing needs. * Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. * Foster and preserve a culture of inclusion. * Additional duties and responsibilities may be required to support the company's mission, vision and values. QUALIFICATIONS: * Bachelor's degree in accounting, business administration or related field; or equivalent combination of education and experience required. * Minimum five years of credit analysis and commercial portfolio/officer management experience. * Previous banking and analysis experience preferred. * Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner. * Excellent organizational skills with the ability to organize and manage a variety of projects and tasks. * Capability to manage sensitive information and uphold confidentiality. * Demonstrated strong math skills and ability to organize and analyze complex financial information. * Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. * Strong verbal, written and interpersonal communication skills. WORKING CONDITIONS: * Duties are performed in a professional office environment. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

The Key Account Client Success Manager is a dynamic professional with experience in the life and/or health insurance industry who will cultivate and maintain long-term, trusted relationships with our valued customers. In this pivotal role, you will champion client success by driving adoption of the AgencyBloc suite of products and services, ensuring exceptional client experiences, and unlocking growth opportunities through proactive account management. As a key client advocate, you will combine strategic communication skills, deep relationship-building expertise, and a results-oriented mindset to deliver measurable outcomes for both our clients and our business. This role demands a high level of professionalism, entrepreneurial thinking, and the ability to manage priorities effectively. The Key Account Client Success Manager will thrive on creating meaningful client connections, excel at driving value through account management tools (such as CRM), and possess exceptional communication and problem-solving skills. Additionally, the Key Account Client Success Manager will play a key role in providing insights to senior leadership, including customer trends, product feedback, and organizational improvements. Responsibilities: The Key Account Client Success Manager is an expert on the AgencyBloc suite of services including our AgencyBloc AMS and the Quote+ quoting and enrollment products and how these systems can be used to help our agencies achieve their business objectives. Duties include but are not limited to: Own and manage a book of business of approximately 100 accounts equaling over $4M in ARR. Own personal KPI's for your book of business which include gross retention, logo retention, cross selling and upselling. Spearhead client relationships throughout the client lifecycle, from initial onboarding period through successful achievement of the customer's business goals. Plan and lead Quarterly Business Reviews (QBRs) and Executive Business Reviews (EBRs) with key accounts to review performance metrics, discuss progress toward strategic goals, share insights, and identify opportunities for optimization and growth. Work with clients and internal business partners to ensure the setup and implementation of AgencyBloc is aligned with the customer's business goals and desired outcomes. Monitor and identify adoption and utilization trends, and provide recommendations based on risk and customers' needs. Identify and cultivate relationships with executive leadership within the organizations that you support in your book of business. Ensure the timely and successful delivery of our solutions according to customer needs and objectives. Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. Partner effectively cross-functionally and support AgencyBloc colleagues; have a team-first mindset. Actively participate in weekly departmental meetings and initiatives as they are implemented across the organization. Act as the voice of the customer and collect feedback to drive continuous improvement across all areas including product. Support leadership through identifying trends and making recommendations for improvement across the organization and product. Other duties as assigned. Skills/Education/Experience: 5+ years of experience in the life and health insurance industry. 3+ years of experience in managing a book of business in a key-accounts or enterprise customer-facing role. Experience developing relationships with C-Suite individuals within your book of business. Strong analytical skills with demonstrated ability to leverage data to inform decisions. Excellent interpersonal skills, highly organized and efficient. High level of comfort with technology. Excellent written and verbal communication skills. Motivated by the opportunity to be part of a fast-moving, entrepreneurial team. Personal characteristics of the ideal candidate include quick thinking and problem solving, flexibility, adaptability, resilience, positive attitude, collaborative nature, self-starter, and a team-first mentality. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Job Family Transactions / Client Processing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. The intermediate role is responsible for onboarding small to mid-size plan sponsors. Responsibilities Transition * Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans. * Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation. * Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates. * Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate. * Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed. Compliance/Technical * Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods. * Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan. * Create and ensure regulatory notices are accurate and distributed to participants on time. * Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design. Relationship Management * Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations. * Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition. * Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture. * Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met. * Confirm the accuracy and delivery of enrollment materials to participants once plans are in place. Qualifications * Bachelor's degree in a business field or equivalent experience * Two years of financial services industry experience including client management, installations/conversions, or contract compliance * Good understanding of retirement plan regulations * Client focused to provide exceptional customer service * Outstanding written/oral communication and relationship building skills * Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle * Problem solving skills and attention to detail * Ability to quickly learn and navigate numerous systems/applications Preferred Qualifications * Demonstrate expertise in managing mid-market plans with a focus on assets typically valued at $5 million and above Working Conditions * Office or hybrid office (Tuesday, Wednesday, & Thursday in office) * Relocation assistance will not be provided for this position Compensation: The Salary for this position generally ranges between $64,000 - $80,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Job Family Transactions / Client Processing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Oversee the onboarding of new plan sponsor retirement plans and the conversion of existing plans from other providers. Provide customized service and communications throughout the installation process to ensure deliverables are met. Manage relationships with plan sponsors, financial advisors, third party administrators, and associated stakeholders. The intermediate role is responsible for onboarding small to mid-size plan sponsors. Responsibilities Transition Manage the installation of defined contribution retirement plans, during start up or conversion, for single employer and multiple employer plans. Analyze deliverable dates and timetables to create detailed project plans encompassing all aspects of the installation. Evaluate timelines for liquidation of investments and receipt of plan data from prior providers in consideration of SOX blackout and plan effective dates. Determine education options and delivery methods best suited for plan sponsors and participants, and coordinate with trainers to initiate. Manage transition of funds out of blackout to the service team within set timetable. Initiate extension notices if needed. Compliance/Technical Delegate and monitor record keeping setup, asset transfer, allocation, and first deposits, including the education, integration, and mapping of payroll files/methods. Ensure plan set up consultants prepare documents related to plans and contracts, including employee disclosure material required to establish a new retirement plan. Create and ensure regulatory notices are accurate and distributed to participants on time. Conduct consultative discussions for plan reviews and assist plan sponsors with compliance questions related to plan design. Relationship Management Serve as primary plan sponsor contact during the installation process to ensure all aspects of the transition process meet client expectations. Analyze data, conversion, payroll, and census files received from the client to assess the accuracy and consistency of information. Notify the plan sponsor and internal/external contacts of issues that may impact the success of the transition. Plan and execute internal and external communications with plan sponsors, financial advisors and third-party administrators based on client preferences and culture. Manage relationships with internal partners, sales executives, plan sponsors contacts, financial advisors and third parties throughout the installation process to ensure deliverables are met. Confirm the accuracy and delivery of enrollment materials to participants once plans are in place. Qualifications Bachelor's degree in a business field or equivalent experience Two years of financial services industry experience including client management, installations/conversions, or contract compliance Good understanding of retirement plan regulations Client focused to provide exceptional customer service Outstanding written/oral communication and relationship building skills Time management and organizational skills to handle multiple installations at various points in the conversion project lifecycle Problem solving skills and attention to detail Ability to quickly learn and navigate numerous systems/applications Preferred Qualifications Demonstrate expertise in managing mid-market plans with a focus on assets typically valued at $5 million and above Working Conditions Office or hybrid office (Tuesday, Wednesday, & Thursday in office) Relocation assistance will not be provided for this position Compensation: The Salary for this position generally ranges between $64,000 - $80,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program College Coach Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

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

Job DescriptionDescription: The Account Manager is responsible for data entry, entering customer orders and forecast on a weekly basis, resolving issues, facilitating customer requests, and coordinating on-time delivery. As an Account Manager, you will be working independently as well as part of a team. This role will build and maintain a win-win relationship with customer contacts through both phone and email correspondence and solve day-to-day issues. Essential Functions This job will be expected to complete the following functions. This is not an all-inclusive list. This job may be assigned other functions or tasks. This is meant to be a general description of the most essential functions only. Review, process, and monitor customer orders and forecasts for assigned customers Manage incoming customer calls and emails regarding pricing and availability, emergency order entry, backorder status, and tracking/shipping information Manage all ongoing business matters for assigned customer accounts Provide world class customer service to exceed customer expectations Resolve customer complaints verbally and electronically via email Maintaining EDI feeds and connections for multiple customers Initiate and expedite production with supply chain team based on customer requirements Escalate customer issues to Quality Manager as needed Other duties as assigned Requirements (Education, Certifications, Knowledge, Skills, and Abilities): 5 years of relevant work experience, preferably with a focus on customer service Bachelor's degree, preferred Experience with EDI Outstanding Interpersonal Skills Strong Written and Verbal Skills Required Strong problem-solving skills Self-starter with attention to detail and organizational skills Capable of Forming and Maintaining Relationships with Customers Proficiency in Microsoft Office Suite and strong knowledge of Excel Strong Understanding of Global Supply Chain, including ocean and air shipments Knowledge of Microsoft Great Plains Software, preferred Requirements:

Job DescriptionROLE DESCRIPTION: As an Account Manager for April Krutsinger State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

VGM Forbin provides website development, digital marketing, and managed IT solutions for the healthcare, banking, retail automotive, and many other industries. The Account Manager position within Forbin will focus on developing strong relationships with customers within a specific industry & territory to build trust and to allow for better customer service to those respective clients. This role will improve VGM Forbin's and/or forbinfi's customer service, increase touch points with each client and increase sales by identifying needs with existing clients & selling deeper into existing accounts. The Account Manager will work closely with their corresponding sales Account Executive(s) and the Process Leads that will oversee the projects, team workloads & ensuring all deadlines are being hit. Reports to: Sales & Business Development Manager Working Location: Waterloo, IA; hybrid for customer meetings, on-site for the team as needed, company meetings and events, etc. Hours: Full-Time: Monday - Friday 8am-5pm CST, with occasional off-hours when job duties require Responsibilities/Duties of the Job All Account Managers are expected to maintain expert level of product knowledge and application on assigned accounts. The Account Manager will become a strategic resource for these customers and make recommendations to improve their digital footprints and business. Client Relationship Management * Act as the main point of contact for clients post-contract signing, guiding them through onboarding and project initiation * Maintain ongoing communication, including meeting summaries and regular check-ins to strengthen relationships and ensure satisfaction Account Growth & Upselling * Identify opportunities to enhance client solutions through additional products or services * Present demos, prepare quotes, and manage upgrades to existing solutions * Document all client interactions in CRM for transparency and collaboration Project Management Support * Collect and organize client information required for production and enter details into internal systems * Assign project leads and support teams by facilitating client engagement and resolving communication challenges * Prepare and process change requests or addendums for out-of-scope development needs * Attend client meetings to provide guidance, expertise, and ensure alignment on deliverables Training & Support * Conduct product or platform training sessions and provide technical support after project go-live * Address client inquiries promptly to maintain a positive experience Reporting & Analytics * Prepare and review reports on project progress, marketing campaigns, and performance metrics * Share insights with clients to demonstrate value and identify areas for improvement Strategic Collaboration * Partner with internal teams to develop sales and marketing strategies for assigned industry * Contribute to identifying new product or service opportunities within the industry Travel & Representation * Travel as needed to meet with clients, deliver presentations, and represent the company at trade shows or industry events * Other duties as assigned. Position Qualifications Education/Experience * Bachelor's degree in marketing, business, or equivalent work experience * 3-5+ years of relevant work experience in account management, project management, customer service or web development/marketing agency operations role Skills and Competencies * Proven experience in account management, client services or related roles * Knowledge of custom website development, digital marketing strategies and Managed IT solutions preferred * Strong organization, planning, analytical and presentation skills * Proven ability to build rapport and respect of clients * An outgoing, confident, and persuasive manner * Sound interpersonal, verbal, and written communication skills * Highly organized with experience and success working in a timeline driven environment * Shows commitment to a client focused approach and performs consistent high quality and timely work Physical Requirements * Operation of office equipment & using technology efficiently such as computers, phones & misc. office equipment * Visual abilities to include reading, distance vision and peripheral vision * Available to travel as required What's more? At VGM Group, we are 100% employee owned. See below or click here to view more about VGM! Learn more about VGM here: Headquartered in Waterloo, Iowa, VGM is a 100% employee-owned company providing business and professional services to thousands of business customers across North America. Services include group purchasing, commercial insurance, management of healthcare services and networks in post-acute cases, healthcare distribution direct to patient homes, specialty consulting, online education, digital, print, and traditional marketing and more. VGM employs approximately 1,700 people across 40 states and Canada, with more than 1,100 working in Iowa. VGM has been named the Top Workplace in Iowa on multiple occasions and is proud of its role in the communities in which it serves. For more information visit ***************** This job description reflects the general duties of the job but is not a detailed description of all duties which may be inherent to the position. Reasonably related additional duties may be assigned to the individual Associate. VGM Group, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, pregnancy, national origin, disability, genetic information, military or veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

VGM Forbin provides website development, digital marketing, and managed IT solutions for the healthcare, banking, retail automotive, and many other industries. The Account Manager position within Forbin will focus on developing strong relationships with customers within a specific industry & territory to build trust and to allow for better customer service to those respective clients. This role will improve VGM Forbin's and/or forbinfi's customer service, increase touch points with each client and increase sales by identifying needs with existing clients & selling deeper into existing accounts. The Account Manager will work closely with their corresponding sales Account Executive(s) and the Process Leads that will oversee the projects, team workloads & ensuring all deadlines are being hit. Reports to: Sales & Business Development Manager Working Location: Waterloo, IA; hybrid for customer meetings, on-site for the team as needed, company meetings and events, etc. Hours: Full-Time: Monday - Friday 8am-5pm CST, with occasional off-hours when job duties require Responsibilities/Duties of the Job All Account Managers are expected to maintain expert level of product knowledge and application on assigned accounts. The Account Manager will become a strategic resource for these customers and make recommendations to improve their digital footprints and business. Client Relationship Management Act as the main point of contact for clients post-contract signing, guiding them through onboarding and project initiation Maintain ongoing communication, including meeting summaries and regular check-ins to strengthen relationships and ensure satisfaction Account Growth & Upselling Identify opportunities to enhance client solutions through additional products or services Present demos, prepare quotes, and manage upgrades to existing solutions Document all client interactions in CRM for transparency and collaboration Project Management Support Collect and organize client information required for production and enter details into internal systems Assign project leads and support teams by facilitating client engagement and resolving communication challenges Prepare and process change requests or addendums for out-of-scope development needs Attend client meetings to provide guidance, expertise, and ensure alignment on deliverables Training & Support Conduct product or platform training sessions and provide technical support after project go-live Address client inquiries promptly to maintain a positive experience Reporting & Analytics Prepare and review reports on project progress, marketing campaigns, and performance metrics Share insights with clients to demonstrate value and identify areas for improvement Strategic Collaboration Partner with internal teams to develop sales and marketing strategies for assigned industry Contribute to identifying new product or service opportunities within the industry Travel & Representation Travel as needed to meet with clients, deliver presentations, and represent the company at trade shows or industry events *Other duties as assigned. Position Qualifications Education/Experience Bachelor's degree in marketing, business, or equivalent work experience 3-5+ years of relevant work experience in account management, project management, customer service or web development/marketing agency operations role Skills and Competencies Proven experience in account management, client services or related roles Knowledge of custom website development, digital marketing strategies and Managed IT solutions preferred Strong organization, planning, analytical and presentation skills Proven ability to build rapport and respect of clients An outgoing, confident, and persuasive manner Sound interpersonal, verbal, and written communication skills Highly organized with experience and success working in a timeline driven environment Shows commitment to a client focused approach and performs consistent high quality and timely work Physical Requirements Operation of office equipment & using technology efficiently such as computers, phones & misc. office equipment Visual abilities to include reading, distance vision and peripheral vision Available to travel as required What's more? At VGM Group, we are 100% employee owned. See below or click here to view more about VGM! Learn more about VGM here: Headquartered in Waterloo, Iowa, VGM is a 100% employee-owned company providing business and professional services to thousands of business customers across North America. Services include group purchasing, commercial insurance, management of healthcare services and networks in post-acute cases, healthcare distribution direct to patient homes, specialty consulting, online education, digital, print, and traditional marketing and more. VGM employs approximately 1,700 people across 40 states and Canada, with more than 1,100 working in Iowa. VGM has been named the Top Workplace in Iowa on multiple occasions and is proud of its role in the communities in which it serves. For more information visit ***************** This job description reflects the general duties of the job but is not a detailed description of all duties which may be inherent to the position. Reasonably related additional duties may be assigned to the individual Associate. VGM Group, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, pregnancy, national origin, disability, genetic information, military or veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

We are seeking an experienced and highly motivated Maintenance Account Manager to join our dynamic team. The ideal candidate will have a strong background in lawn maintenance services, project management, and customer relations. The Maintenance Account Manager will be responsible for managing client accounts, quality site inspections, overseeing maintenance projects, snow removal, ensuring high-quality service delivery, and fostering long-term relationships with clients. Key Responsibilities: Serve as the primary point of contact for assigned client accounts. Build and maintain strong, long-term client relationships through regular communication and personalized service. Identify opportunities to expand services and offer value-added solutions to clients. Address and resolve client concerns or issues in a timely and professional manner. Work closely with the operations team to schedule crews and allocate resources efficiently. Conduct regular site visits to monitor the progress and quality of ongoing projects and weekly maintenance. Ensure adherence to safety standards and environmental regulations. Assist in identifying new business opportunities in maintenance and snow. Contributing to sales growth by generating proposals and bids for maintenance and snow. Prepare and present detailed service proposals to prospective clients. Clearly understand and be able to communicate to senior management on account status, project progress, and financial performance. Work closely with internal teams, including crew members, maintenance team and irrigation department to ensure that client needs are met. Utilize company assigned software. Provide training and support to team members or new hires. Ensure all maintenance services meet or exceed industry standards and meet client expectations. Conduct regular site inspections and resolve any issues promptly. Assist with morning gate checks for field staff. Work in the field during snow removal events. Manage team members during snow removal events. All other duties as assigned. Qualifications: Experience in maintenance management or a related field preferred. Valid Driver's License required. Proven track record of managing client accounts and successful project delivery. Strong knowledge of maintenance services, including irrigation, and fertilization. Excellent communication and interpersonal skills with the ability to build rapport with clients and teams. Proficient in project management and budgeting. Ability to work under pressure and handle multiple tasks simultaneously. Strong problem-solving skills and attention to detail. Familiarity with industry software (e.g., Aspire, Salesforce, Netsuite or similar tools) is a plus. Goal oriented, strong collaborative mindset. Bilingual in Spanish a plus. Physical Requirements: Ability to perform site inspections, including walking on uneven terrain and inspecting maintenance projects. Ability to lift and carry up to 50 pounds. What We Offer: Competitive pay and benefits package. PTO and holiday pay. Retirement plan with company match. Opportunities for career growth and professional development. A supportive, team-oriented work environment. Access to industry training and certifications. Discretionary bonuses.

About John Henry Foster: John Henry Foster (JHFOSTER) a Tavoron company, is a market leader in providing solutions for automation, robotic, and compressed air systems. We engineer integrated systems, distribute parts and equipment, and provide long-term value to our customers. We provide exceptional value to our customers using technology and the knowledge obtained from our large customer base. Summary: The Sr. Sales Account Manager will be responsible for Business Development in the Minnesota market for our Compressed Air Systems and for maintaining existing customer accounts. We're looking for someone who is highly self-motivated with the ability to multi-task and work well under pressure and deadlines. Previous experiences in a technical sales management role is required in order to able build and maintain relationships both internally and externally . In this role, you will maintain ethical, cooperative manufacturer relationships consistent with company image and company goals in the marketplace. Responsibilities: Manage existing key accounts and develop new customers in assigned territory. Develop and maintain a sales forecast to help analyze market conditions and/or changes in assigned territory for maximum productivity and sales growth. Develop strategy to increase sales/profits by account and overall market share. Follow-up on all generated quotes to assure that the customer is being serviced and to document the outcome of the proposed solution. Stay current on existing and emerging products and technologies Execute sales efforts in an ethical and professional manner, assuring a favorable impression of yourself and the company. Contribute to internal and external marketing communication. Ability to look for ways to improve and promote quality. Recognize customer concerns and address proactively. Qualifications: 2 Year technical degree or a combination of experience and education. Experience in an outside technical sales role required. Sales Account management experience required. Compressed Air Systems experience helpful . Excellent verbal and written communication and interpersonal skills required. Strong understanding of the competition and the ability to win business while still maintaining profit margins. Willingness and ability to travel. Good driving record required. 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 accommodations 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; climb or balance and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and the ability to adjust focus. Work Environment. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Why work for us? We believe in people . We look for great people who are committed and focused. They know what it takes to produce the best results because it really is all about client satisfaction. We look for dedicated professionals from a variety of fields. Above all, a good fit for our team has a passion for excellence, solid experience, and a willingness to make a difference. We support you in developing your goals and growing in your career. In short, by joining our team, you increase your professional value and work on engaging projects. Most of all, you fit into a team focused on helping you grow your skills. We are innovative . We host many events that you may become a part of. From in-house training to out-of-town events, we always have something going on. We believe in innovation. With a Tavoron career, you exercise your creativity every day. We have a passion for excellence . We focus on providing the best customer service as a company to our customers. We offer a competitive salary and benefit package, including medical, dental, and a 401(k) program. If you're looking for a place to build your skills, you will find it in a career with us. If you require an accommodation to complete your application, please email *************** The company does not discriminate in employment opportunities or practices based on race, color, religion, sex, national origin, ancestry, age, physical or mental disability, medical condition including genetic characteristics, pregnancy, sexual orientation, marital status, familial status, veteran status, status regarding public assistance, membership or activity in a local commission or citizenship status, or any other characteristic protected by law.

Job DescriptionSalary: Women's Health Account Manager Iowa City Territory Be part of the Top Talent Team at Exeltis! Expanding their contraception portfolio again! Three products in 5-YEARS! Exeltis is excited to announce that they have completed the acquisition of Agile Therapeutics, bringing Twirla to their US WHC portfolio. Twirla is the only combined contraceptive patch available in the US, delivering a low dose of estrogen. This transaction is perfectly aligned with their driving priorities to become the leading company in Womens Health Care. This is a full-time opportunity for an experienced pharmaceutical sales professional with a strong desire to succeed and who is driven by performance. The Women's Health Account Managerwill have the opportunity to contribute groundbreaking advances in womens health as part of Exeltis culture, mission, and values, to provide exceptional customer service to the Women's Healthcare community. Apply at, ******************************* Why Exeltis? Expect Extraordinary when you join Exeltis! Our team insists on and delivers on Extraordinary in everything we do. At Exeltis, everyone is made to feel welcome and everyones ideas count, because we believe in caring for and supporting our people. When you join the Exeltis family, youll find yourself collaborating with extraordinary colleagues from all walks of life, and youll be supported with opportunities for growth and learning at every stage of your career. This addition of Twirla to our Exeltis portfolio will be a great way for our teams to continue to grow, but also provide another innovative product to engage with our providers. Exeltis offers a competitive benefits package including Medical, Dental and Vision Insurance, Disability and Life Insurance, Company Car, Gas Card, Generous PTO, Emerging Leader Development Program, as well as a robust Wellness Program and 401K plan. Responsibilities The Women's Health Account Manager will act as the primary customer contact within the territory by creating demand and executing sales & marketing strategies in the promotion of the Womens Healthcare product line. The primary call points will be OB/GYNs, high decile PCPs and there could be Planned Parenthood Clinics. Responsibilities will include, but are not limited to, the following: Educate existing and new physicians and physicians staff on the value of the Companys portfolio of Womens Health products for patient care by providing exceptional product, competitive product, and marketplace information that ultimately helps providers to identify the best possible product choice. Utilizes knowledge, critical thinking, dialogue skills and appropriate techniques to gain consistent access and build strong relationships with HCP customers and office staff, delivering meaningful customer experiences that result in satisfaction and loyalty. Analyzes sales data to determine potential and then executes an action plan in the territory to ensure appropriate calls, reach, frequency, lunch and learns, etc. to meet and exceed sales expectations. Anticipates, identifies, and appropriately addresses healthcare professionals (HCP) objections, questions, and concerns, utilizing all appropriate resources and information. Identifies and investigates customer concerns and communicates with appropriate HCP staff or Exeltis personnel to solve problems in a timely manner. Communicates and collaborates with sales management, regional teammates, and Commercial Team members as business needs dictate. Takes on leadership opportunities as appropriate. Attends conferences, training, exhibits, meetings, and product launches as required. Remains compliant with all regulations while carrying out responsibilities, adhering to all company policies. Must haves Bachelors degree required, emphasis in the life sciences preferred 2+ years pharmaceutical sales experience with documented sales success ranking in the top 25% Current relationships with OB/GYNs a plus Strong knowledge of budgeting and action planning as well as implementing all elements of sales execution, including routing, call activity, and customer relationship management. Strong business acumen with proven territory management Excellent written and verbal communication skills Demonstrated ability to work independent as well as be a strong team player Ability for up to 10% overnight travel to manage territory and / or attend meetings Must possess a valid driver's license and maintenance of a satisfactory driving record Exeltis Overview Exeltis is an independent, family-owned womens healthcare company passionately committed to serving patients, making a contribution to society and caring for the wellbeing of our employees. As a company, we offer an innovative portfolio, delivering unique solutions to real problems in womens health. Our vision is of a world where women are empowered to lead their healthiest lives. By supporting womens health at every stage of life, from fertility, healthy pregnancies, and contraception to menopause. To learn more about Exeltis and our products visit, *********************** If you have a proven record of success and the desire to have a positive impact in the healthcare field, we want to hear from you. Apply at, ******************************* Exeltis is an equal opportunity employer M/F/V/D. We appreciate your interest in our company, however; only qualified candidates will be considered.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Kelsey Foster - State Farm Agent, you are vital to our daily business development, operations, and customers success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Work with new leads to personalize insurance products to individual needs. Drive company growth through outbound sales. Provide information about insurance products and services. Assist clients with policy applications and renewals. Handle client inquiries and provide timely responses. Maintain accurate records of client interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Experience in insurance or sales preferred. BENEFITS: Hourly pay plus commission/bonus Growth potential/Opportunity for advancement within my office Paid time off (vacation and personal/sick days) 401k with matching Valuable career-building experience

About John Henry Foster: John Henry Foster (JHFOSTER) a Tavoron company, is a market leader in providing solutions for automation, robotic, and compressed air systems. We engineer integrated systems, distribute parts and equipment, and provide long-term value to our customers. We provide exceptional value to our customers using technology and the knowledge obtained from our large customer base. Summary: The Sr. Sales Account Manager will be responsible for Business Development in the Minnesota market for our Compressed Air Systems and for maintaining existing customer accounts. We're looking for someone who is highly self-motivated with the ability to multi-task and work well under pressure and deadlines. Previous experiences in a technical sales management role is required in order to able build and maintain relationships both internally and externally . In this role, you will maintain ethical, cooperative manufacturer relationships consistent with company image and company goals in the marketplace. Responsibilities: Manage existing key accounts and develop new customers in assigned territory. Develop and maintain a sales forecast to help analyze market conditions and/or changes in assigned territory for maximum productivity and sales growth. Develop strategy to increase sales/profits by account and overall market share. Follow-up on all generated quotes to assure that the customer is being serviced and to document the outcome of the proposed solution. Stay current on existing and emerging products and technologies Execute sales efforts in an ethical and professional manner, assuring a favorable impression of yourself and the company. Contribute to internal and external marketing communication. Ability to look for ways to improve and promote quality. Recognize customer concerns and address proactively. Qualifications: 2 Year technical degree or a combination of experience and education. Experience in an outside technical sales role required. Sales Account management experience required. Compressed Air Systems experience helpful . Excellent verbal and written communication and interpersonal skills required. Strong understanding of the competition and the ability to win business while still maintaining profit margins. Willingness and ability to travel. Good driving record required. 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 accommodations 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; climb or balance and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and the ability to adjust focus. Work Environment. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Why work for us? We believe in people . We look for great people who are committed and focused. They know what it takes to produce the best results because it really is all about client satisfaction. We look for dedicated professionals from a variety of fields. Above all, a good fit for our team has a passion for excellence, solid experience, and a willingness to make a difference. We support you in developing your goals and growing in your career. In short, by joining our team, you increase your professional value and work on engaging projects. Most of all, you fit into a team focused on helping you grow your skills. We are innovative . We host many events that you may become a part of. From in-house training to out-of-town events, we always have something going on. We believe in innovation. With a Tavoron career, you exercise your creativity every day. We have a passion for excellence . We focus on providing the best customer service as a company to our customers. We offer a competitive salary and benefit package, including medical, dental, and a 401(k) program. If you're looking for a place to build your skills, you will find it in a career with us. If you require an accommodation to complete your application, please email *************** The company does not discriminate in employment opportunities or practices based on race, color, religion, sex, national origin, ancestry, age, physical or mental disability, medical condition including genetic characteristics, pregnancy, sexual orientation, marital status, familial status, veteran status, status regarding public assistance, membership or activity in a local commission or citizenship status, or any other characteristic protected by law.

Job DescriptionDescription: TITLE: SFG Relationship Manager DEPARTMENT: 912 - Specialty Finance Group The SFG Relationship Manager is responsible for the overall management of the SFG LIHTC portfolio that is in the perm phase, including client service, credit analysis, closing activities, and internal servicing and monitoring. ESSENTIAL FUNCTIONS: Oversee the loan conversion process for forward rate lock projects and those converting from construction to perm financing. Timely and accurate completion of credit presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Review of all required credit documentation to ensure loan and bond documents are consistent with credit approval, including appropriate signatures, disclosures, credit authority, and internal system requirements. Monitor compliance with loan agreements to ensure timely receipt and review of financials, covenant compliance, and other loan agreement conditions. Assist with the training and onboarding on new team members. Responsible for internal portfolio management processes including monitoring and performing appropriate action related to past dues and maturing loans, communicating with participant banks, and working with internal and external auditors. Build relationships with other bank personnel to facilitate effective working relationships between credit administration and production. Provide timely and effective responses to servicing needs. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Foster and preserve a culture of inclusion. Additional duties and responsibilities may be required to support the company's mission, vision and values. QUALIFICATIONS: Bachelor's degree in accounting, business administration or related field; or equivalent combination of education and experience required. Minimum five years of credit analysis and commercial portfolio/officer management experience. Previous banking and analysis experience preferred. Capability to work and collaborate with a variety of individuals and groups in a constructive and professional manner. Excellent organizational skills with the ability to organize and manage a variety of projects and tasks. Capability to manage sensitive information and uphold confidentiality. Demonstrated strong math skills and ability to organize and analyze complex financial information. Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. Strong verbal, written and interpersonal communication skills. WORKING CONDITIONS: Duties are performed in a professional office environment. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of inclusion and strongly believe that it's our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment. Requirements:

The Account Manager will be a highly motivated individual responsible for nurturing existing client relationships and driving continued success with AgencyBloc's solutions. You will work with the Customer Success Team to understand client needs as they evolve their relationship with AgencyBloc. Through this journey the Account Manager will identify opportunities for growth, and ensure client satisfaction. As a member of our Sales Team, you will be primarily supported by your Sales Manager and receive ongoing support from the entire Go-To-Market (GTM) organization to help foster your impact on the success of the organization. Responsibilities: Maintain and grow relationships with existing clients, ensuring high levels of satisfaction and retention. Proactively identify and pursue opportunities for upselling and cross-selling AgencyBloc's solutions. In concert with Customer Success, conduct regular business reviews with clients to assess their needs, provide updates, and address any concerns. Collaborate with internal teams (e.g., Customer Success, Support, Product) to resolve client issues and ensure a seamless client experience. Develop and execute strategic account plans to achieve revenue targets and client success metrics. Provide product demonstrations and training to clients as needed. Keep accurate records of client interactions and sales activities in Hubspot. Additional duties as assigned by your manager. Skills/Education/Experience: College Education is preferred but not required. One to three years relevant experience in account management or sales. Coachable, constant learner, naturally curious. Experience in a SaaS B2B selling environment is ideal. Proven ability to build and maintain strong client relationships. Self-motivated and driven with excellent time management skills. Excellent interpersonal skills (Written and Oral Communication, Listening). Desire to win with a collaborative approach and coachable mentality. Knowledge of the Health and Life Insurance industry is a plus. A true passion to meet and exceed measurable sales goals. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Job DescriptionSalary: Hourly - Based on Experience We are seeking an experienced and highly motivated Maintenance Account Manager to join our dynamic team. The ideal candidate will have a strong background in lawn maintenance services, project management, and customer relations. The Maintenance Account Manager will be responsible for managing client accounts, quality site inspections, overseeing maintenance projects, snow removal, ensuring high-quality service delivery, and fostering long-term relationships with clients. Key Responsibilities: Serve as the primary point of contact for assigned client accounts. Build and maintain strong, long-term client relationships through regular communication and personalized service. Identify opportunities to expand services and offer value-added solutions to clients. Address and resolve client concerns or issues in a timely and professional manner. Work closely with the operations team to schedule crews and allocate resources efficiently. Conduct regular site visits to monitor the progress and quality of ongoing projects and weekly maintenance. Ensure adherence to safety standards and environmental regulations. Assist in identifying new business opportunities in maintenance and snow. Contributing to sales growth by generating proposals and bids for maintenance and snow. Prepare and present detailed service proposals to prospective clients. Clearly understand and be able to communicate to senior management on account status, project progress, and financial performance. Work closely with internal teams, including crew members, maintenance team and irrigation department to ensure that client needs are met. Utilize company assigned software. Provide training and support to team members or new hires. Ensure all maintenance services meet or exceed industry standards and meet client expectations. Conduct regular site inspections and resolve any issues promptly. Assist with morning gate checks for field staff. Work in the field during snow removal events. Manage team members during snow removal events. All other duties as assigned. Qualifications: Experience in maintenance management or a related field preferred. Valid Drivers License required. Proven track record of managing client accounts and successful project delivery. Strong knowledge of maintenance services, including irrigation, and fertilization. Excellent communication and interpersonal skills with the ability to build rapport with clients and teams. Proficient in project management and budgeting. Ability to work under pressure and handle multiple tasks simultaneously. Strong problem-solving skills and attention to detail. Familiarity with industry software (e.g., Aspire, Salesforce, Netsuite or similar tools) is a plus. Goal oriented, strong collaborative mindset. Bilingual in Spanish a plus. Physical Requirements: Ability to perform site inspections, including walking on uneven terrain and inspecting maintenance projects. Ability to lift and carry up to 50 pounds. What We Offer: Competitive pay and benefits package. PTO and holiday pay. Retirement plan with company match. Opportunities for career growth and professional development. A supportive, team-oriented work environment. Access to industry training and certifications. Discretionary bonuses.