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Client Services Account Manager jobs at RubinBrown - 612 jobs

  • Experienced Accountant - Private Client Services

    Rubinbrown Career 4.5company rating

    Client services account manager job at RubinBrown

    Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. https://www.rubinbrown.com/ Major Responsibilities Prepare and review, trust, and partnership income tax returns Prepare and review gift tax returns Prepare tax projections and estimates Organize and understand client source documents and create client workpapers from such source documents necessary to prepare individual, trust, gift, and partnership returns Assist and work in a team environment so clients are effectively served Identify and communicate accounting matters to other engagement team members Other duties and responsibilities as assigned Preferred Experience/Background/Skills Masters degree in Accounting or related degree A minimum of two years of current and or recent tax experience in public accounting CPA or JD preferred Ability to effectively utilize technology and the commitment to learning in the technology environment Have the ability to meet challenging client requirements, provide services, and possess strong communication, interpersonal, analytical and research abilities Proficiency in Microsoft Office programs (Word and Excel required) Excellent verbal and written communication skills Strict adherence to professional ethics Ability to successfully contribute to the success of a strategic business unit of the firm Colorado and Nevada Salary Statement: The salary range displayed is specifically for those potential applicants who will work or reside in the state of Colorado or Nevada, if selected for the role. Any offered salary is determined based on internal equity, internal salary ranges, market data/ranges, applicant skills and prior relevant experience, degrees and certifications (e.g. JD / technology). Experienced Accountant Salary Range Benefits Summary One Firm To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled
    $70k-87k yearly est. 60d+ ago
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  • Client Service Manager

    Arthur J. Gallagher & Company 3.9company rating

    Grand Rapids, MI jobs

    Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are seeking a Client Service Manager to join our growing team who can deliver exceptional customer service! How will you affect Client Service, Service Manager, Manager, Benefits, Retail, Client
    $65k-99k yearly est. 4d ago
  • Senior Client Service Manager

    Arthur J. Gallagher & Company 3.9company rating

    Chicago, IL jobs

    Leadership: Take a leadership role in the renewal process to ensure the delivery of the best possible solutions to clients in a high-quality and timely manner. Business Growth: Secure existing business and drive the sale of additional services and li Client Service, Service Manager, Manager, Senior, Benefits, Client Relations, Retail
    $69k-106k yearly est. 3d ago
  • Senior Client Service Manager

    Arthur J Gallagher & Co 3.9company rating

    Chicago, IL jobs

    Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview As a Senior Client Service Manager at Gallagher, you will play a pivotal role in helping our clients address risk, protect assets, and recover from losses. We are seeking a passionate, client-focused professional to join our growing team. If you're interested in assisting a diverse range of clients with issues that span from relatively simple to moderately complex, we want to hear from you. How you'll make an impact Leadership: Take a leadership role in the renewal process to ensure the delivery of the best possible solutions to clients in a high-quality and timely manner. Business Growth: Secure existing business and drive the sale of additional services and lines of coverage. Client Relationships: Build and nurture strong relationships with clients and collaborate with the sales team to achieve collective goals. Consultative Approach: Guide your team members in addressing a client's risk management needs through consultative conversations. Talent Development: Mentor Client Service team members through continuous learning, transparent feedback, and robust talent development initiatives. Quality Assurance: Conduct periodic audits to ensure compliance standards and service levels are consistently met. Data Management: Maintain accurate client and policy data and documents within Gallagher systems, utilizing the latest technology to enhance productivity and quality. About You Skills for Success: Demonstrate resilience and adaptability when dealing with shifting priorities while fostering positive relationships internally and externally. Exhibit a strong willingness to collaborate with all Gallagher teams and employees. Experience with Cyber Liability Middle Market accounts. Hybrid model out of Rolling Meadows, IL. Requirements: Bachelor's degree with a minimum of 5+ years of client service and/or claims management experience OR - High School degree/GED with a minimum of 10+ years of client service and/or claims management experience Possess a Property and Casualty Insurance License #LI-LB3 Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
    $69k-106k yearly est. 3d ago
  • Client Service Manager

    Arthur J. Gallagher & Company 3.9company rating

    Rolling Meadows, IL jobs

    The Select Client Service Manager is accountable for delivering high quality and efficient service to external clients through the day-to-day account management of an assigned group of accounts that are similar in size with relatively simple to moder Client Service, Service Manager, Manager, Benefits, Client Relations, Retail
    $69k-105k yearly est. 6d ago
  • Client Partner - Healthcare and Life Sciences (HCLS)

    Mastech Digital 4.7company rating

    Chicago, IL jobs

    As a Client Partner within the Healthcare and Life Sciences (HCLS) vertical, you will be responsible for building and expanding strategic client relationships while driving AI-first, data-led digital transformation initiatives across pharma, biotech, medtech, and healthcare payer/provider organizations. You will act as a trusted advisor to senior executives, owning client engagement, revenue growth, and delivery excellence. Key Responsibilities Client Engagement & Account Growth Build, manage, and deepen long-term relationships with C-level and senior stakeholders across life sciences and healthcare organizations. Own revenue, margin, and growth targets for assigned strategic accounts. Lead account planning, mining, and farming initiatives to identify new opportunities and expand wallet share. Serve as the primary point of contact, ensuring client satisfaction and long-term partnership value. AI Solutions & Strategic Advisory Act as a trusted advisor by aligning business strategy, regulatory considerations, and AI capabilities. Identify opportunities where AI, data platforms, analytics, and digital solutions can drive measurable business outcomes. Collaborate with data science, product, and engineering teams to design and position tailored, outcome-driven solutions. Translate complex AI concepts into business-aligned value propositions for executive stakeholders. Delivery Oversight & Governance Partner closely with delivery leadership to ensure high-quality execution, predictable outcomes, and client success. Provide governance oversight, ensuring adherence to SLAs, KPIs, and delivery commitments. Ensure compliance with industry regulations and standards such as GxP, HIPAA, GDPR, where applicable. Act as the executive escalation point for delivery or relationship issues. Pre-Sales & Go-To-Market (GTM) Leadership Support new business development through proposals, RFPs, SOWs, and executive pitch decks. Collaborate with marketing and product teams to build AI-led HCLS value propositions, case studies, and thought leadership. Contribute to vertical GTM strategies, helping position the organization as a trusted AI transformation partner in healthcare and life sciences. Experience & Qualifications 8-12 years of experience in client-facing roles such as client partner, account management, consulting, or pre-sales. Proven experience working with healthcare or life sciences clients (pharma, biotech, medtech, payer/provider). Strong track record of account growth, stakeholder management, and solution selling. Solid understanding of AI, data, analytics, and digital transformation concepts (hands-on technical skills not required). Familiarity with healthcare regulatory environments and compliance frameworks is highly preferred. Excellent executive communication, negotiation, and relationship-building skills.
    $111k-169k yearly est. 4d ago
  • Senior Client Executive for North American Industrial Equipment & Manufacturing

    3Ds 3.8company rating

    Royal Oak, MI jobs

    Role Description & Responsibilities The Senior Client Executive for North American Industrial Equipment & Manufacturing is a quota-carrying, executive-level sales leader responsible for driving in-quarter execution, fiscal year results, and multi-year growth across a portfolio of complex enterprise customers. This role is built for a seasoned high performer who consistently closes large, complex deals while also shaping long-term account strategy. You will own revenue outcomes, lead enterprise sales engagements, and position Dassault Systems as a mission-critical partner in your customers' digital and operational transformation. Revenue Ownership & Enterprise Selling Own and deliver assigned revenue targets, with direct accountability for in-quarter and fiscal year closed business. Drive opportunity creation, qualification, advancement, and closure across the Dassault Systems software, cloud/SaaS, and services portfolio. Lead complex, multi-stakeholder sales cycles with clear deal strategy, competitive positioning, and win plans. Build and maintain a high-quality pipeline that supports accurate forecasting across five rolling quarters and fiscal year commitments. Enterprise Account Leadership Own the overall client strategy, multi-year account plan, and value roadmap for assigned strategic Industrial Equipment and Manufacturing accounts and their value networks. Act as the single accountable leader for revenue growth, expansion, and account performance, balancing near-term execution with long-term opportunity development. Drive disciplined sales execution aligned with North America Geo priorities and Dassault Systems corporate strategy. Executive Engagement & Value-Based Selling Build and leverage senior-level relationships with C-suite and executive stakeholders across engineering, manufacturing, IT, digital, and business leadership to advance deals and accelerate decisions. Diagnose customer business challenges, transformation priorities, and economic drivers, translating them into compelling, winnable sales opportunities. Lead value definition, business case development, and ROI articulation using the VALUE ENGAGEMENT framework to justify investment and support deal closure. Transformation & Growth Execution Lead enterprise-scale sales engagements tied to digital transformation initiatives across design, engineering, manufacturing, supply chain, and lifecycle operations. Identify, qualify, and close complex, multi-solution opportunities spanning software, cloud/SaaS, services, and ecosystem partners. Expand footprint within existing accounts while landing new divisions, programs, and value streams that drive incremental revenue growth. Sales Excellence & Governance Execute end-to-end sales cycles in full compliance with Dassault Systems sales processes, commercial policies, and ethical standards. Own pipeline health, opportunity strategy, and forecasting across five rolling quarters and fiscal year commitments. Lead commercial negotiations in close coordination with Finance and Legal, ensuring strong deal structure, pricing discipline, and risk management. Align internal and external stakeholders to deliver consistent customer outcomes and accelerate deal velocity. Provide clear direction, governance, and accountability across extended account teams and partners. Qualifications 1. 7-10 years of experience in enterprise, quota-carrying sales roles, preferably within Industrial Equipment, Manufacturing, Aerospace, Energy, or related capital-intensive industries. 2. Proven track record of closing complex, high-value deals with large, global, or matrixed organizations. 3. Demonstrated ability to engage, influence, and negotiate with executive-level stakeholders (C-suite and senior leadership). 4. Strong background in consultative, value-based selling and multi-year deal execution. 5. Experience managing long sales cycles, complex negotiations, and multi-stakeholder buying groups. 6. Bachelor's degree or equivalent professional experience. 7. Experience selling enterprise software, platforms, or SaaS solutions. 8. Familiarity with digital transformation initiatives across engineering, manufacturing, and operations. 9. Working knowledge of Dassault Systems portfolio and the 3DEXPERIENCE platform (or comparable enterprise platforms) preferred Midwest location preferred Inclusion statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at 3DS are based on merit, qualifications and abilities. 3DS is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age (40 and above), disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. 3DS will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state laws and local ordinances. We are committed to fair employment practices and will evaluate all candidates based on their qualifications, regardless of past arrest or conviction history. Compensation & Benefits Dassault Systèmes offers an excellent salary with potential for bonus, commensurate with experience. Benefits include a choice of plans providing comprehensive coverage for medical, dental, vision care for employee & dependents as well as employee life, short & long term disability, tuition reimbursement, immediate 401K enrollment, 401K match (50 cents on the dollar, up to the first 8% of your eligible compensation that you contribute based on match eligibility criteria), flexible time off policy, and 10 paid holidays. Salary Pay Transparency Compensation for the role will be commensurate with experience. The total expected compensation range will be between $170000 and $283300, representing the base salary (or annualized salary based on estimated hourly compensation) and target bonus.
    $66k-94k yearly est. 7d ago
  • SENIOR ACCOUNT MANAGER - INSIGHTS (P3181)

    8451 4.3company rating

    Chicago, IL jobs

    As the Senior Insights Account Manager, you bring 84.51° insights platform expertise to our clients, providing direct support and consultation that improves their adoption and value creation. You will provide with in-depth knowledge of the capabilities and application recommendation tied to specific business problems. Your role will be to bring a strong understanding of client goals & objectives and share a clear point of view on how our platforms, data, insights can be used to inform merchandising, brand and activation strategies. You connect data and insights to tell stories, have a desire to solve problems, and a passion for building and growing client relationships. You also demonstrate a growth mindset, adaptability in the workplace, and knowledge of the retail and consumer goods industry. RESPONSIBILITIES: This is a strategic consultant role, grounded in deep focus on insights value creation, increasing daily adoption of our Insights products with clients. Your goal is to increase client adoption of their subscriptions, and drive value in ways that earns your clients' repeat subscription investment. Our insights solutions support a range of client business needs, including driving business results, supporting sales, omnichannel insights, new product innovation, brand and marketing strategy, and shopper trends all with a lens on how this impacts their overall business growth, both at Kroger and their holistic company. You will be responsible for both proactive and reactive consultation with a portfolio of assigned clients to help connect their business questions & needs to analytical maps of how they can best solve with 84.51° Stratum, 84.51° OnDemand, 84.51° Data Direct and 84.51° In-Queries. Day-to-day 84.51° Stratum, 84.51° OnDemand and 84.51° Data Direct support. Provide expertise on the platform utilization as well as application of our data and insights to support merch processes. Guide clients on opportunities to bring insights into media planning. Provide best practices, hands-on support for client business analyst, customized training when relevant. Maintain value tracking for insights utilization and application. Consultation on 84.51° In-Queries question bank utilization. Provide expertise on the 84.51° In-Queries platform capabilities as well as research design. Act as internal solution experts to product team, testing new capabilities, providing feedback on innovation, and funneling opportunities back to inform product roadmaps. This involves understanding clients' business needs to effectively train them within the 84.51° Stratum tool and consult them in successfully leveraging the data within the CPG-retail landscape. QUALIFICATIONS, SKILLS, AND EXPERIENCE: Successful candidates will thrive in a fast-paced, highly collaborative environment focused on growth, and will possess the following: Skills: Client Service Mindset Proficiency in 84.51° Insights Platforms Stakeholder Management Data-driven Storytelling Basic analytic Road-mapping and Consumer Research Design Retail Industry Knowledge Experience: 2 + years of relevant client-facing consulting or sales experience Shopper Data & Insights Solutions (preferred experience with 84.51° data & insights) Insights Acumen and Knowledge (preferred but not required) Education: Bachelor's degree #LI-EB1
    $81k-113k yearly est. 7d ago
  • Major Accounts District Manager

    ADP 4.7company rating

    Grand Rapids, MI jobs

    ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited upside earnings potential? Do you want a lasting career with a company that offers autonomy to run a book of business, flexibility to make your own schedule, and gives you work-life balance? Are you looking for continuous learning and the opportunity to invest in yourself? If so, then this may be just the opportunity you've been searching for. Read on and decide for yourself. In this role, you will sell human resources technology within a designated geographic territory to cultivate new business opportunities and drive strategic discussions around Human Capital Management (HCM) initiatives for companies with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products and services) to executives, and accurately forecast your sales pipeline. ADP is here to support you and your goals with continuous sales training and the latest technology to set you up for success as you manage your book of business. You'll spend most of your time doing what you do best -- selling in the field. But that's not all. You'll also document and manage multiple sales cycles, sticking with the process through implementation until your new business is up and running on the solutions you sell. As you see more and more deals cross the finish line, you'll reap the rewards with industry-leading compensation, benefits, luxurious incentive trips, and awards. As you strive to grow your career, leaders will back your desire to pursue advancement and provide continual sales training. Ready to #MakeYourMark? Apply now! To learn more about Sales at ADP, watch here: ******************************* What you'll do: Responsibilities Grow Our Business While Growing Yours. You will work independently and collaboratively as part of various teams within your assigned geography to close sales, win business, and reach sales goals. Turn Prospects into Loyal Clients and Raving Fans. You will implement a sales strategy targeted to decision-makers and business owners to build a network and capture new business. Deepen Relationships Across the ADP Family. In addition to selling cloud-based human resources solutions, you will strategically cultivate additional business within existing accounts. But it's not all business; you will make life-long friendships here. Collaborate Daily. You will serve as a trusted advisor, partner, and ADP ambassador to your clients, internal partners, and overall network while demonstrating grace under pressure and the highest ethical standards. TO SUCCEED IN THIS ROLE: Required Qualifications Proven Winner. You have an impressive track record of closing sales, winning clients, and managing a territory. Positive Self-Starter. You have an upbeat, persistent style and the ability to cold call, manage your time well, and can present your ideas in a clear professional manner on paper, in-person, and over the phone. Confidently Fearless. You embrace opportunities, take risks, and challenge the status quo. Entrepreneurial Spirit. You're a natural leader, resourceful, thrive under pressure, and bounce back quickly. Trusted Advisor. You build relationships, live integrity, and deliver on promises...every time. A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experience could include: Two+ years of quota-carrying, outside business-to-business sales experience Three+ years of relevant experience in HCM, technology, business equipment, uniform, or software sales. Military experience -- We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact. Bonus points for these: Preferred Qualifications * Ability to successfully build a network and effectively use social media for sales YOU'LL LOVE WORKING HERE BECAUSE YOU CAN: Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights. Belong by joining one of our Business Resource Groups where you can connect globally with networks and allies who share common interests and experiences. Grow your career in an agile, fast-paced environment with plenty of opportunities to progress. Continuously learn. Ongoing training, development, and mentorship opportunities for even the most insatiable learner. Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones. Balance work and life. Resources and flexibility to more easily integrate your work and your life. Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another. Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live. Get paid to pay it forward. Company-paid time off for volunteering for causes you care about. What are you waiting for? Apply today! #LI-SB1 A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition. Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance. Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.
    $124k-186k yearly est. 3d ago
  • Digital Account Manager

    Transperfect 4.6company rating

    Denver, CO jobs

    The Digital Account Manager plays a critical role in driving client retention and account growth through exceptional client service. The role is responsible for building strong, long-lasting client relationships by ensuring excellence in delivery, clear communication, and strategic guidance. With expertise in digital marketing, the Digital Account Manager leads the planning and execution of international digital marketing campaigns, ensuring client objectives are met with measurable success. They are strategic, data-driven, and client-focused, with the ability to explain digital marketing concepts clearly to clients and colleagues. DESCRIPTION Work alongside the client services team to manage clients withing the Digital Marketing space across services including but not limited to: SEO, Paid Media, Social Media, Content Creation, Content Marketing and more as relevant to the role Manage a book of business corresponding to experience level, responsible for client retention and growth targets for the assigned respective book of business, with support and oversight from Manager(s) Create of client facing documents including but not limited to proposals, Quarterly Business Reviews, and deliverables as required for client(s) and account(s) success Brief and oversee execution of multiregional strategies by our global digital production teams, acting as liaison with client stakeholders and agency partners Perform quality assurance of deliverables to ensure adherence to strategy and brief and guarantee optimal content/campaign performance Proactively identify and track opportunities to grow assigned accounts, upselling additional digital marketing services to existing clients with support of manager(s) Manage budgets and account health aligned to company metrics in collaboration with Production teams. Keep up to date on digital marketing trends, technologies and market leaders, and share this knowledge with colleagues and clients Complete all other tasks that are deemed appropriate for this role and assigned by the manager/supervisor REQUIRED SKILLS Superior written and spoken communication skills in English Independent, self-motivated, results-oriented and dynamic with careful attention to detail Exceptional problem solving and critical thinking skills Ability to work effectively under pressure to meet tight deadlines and challenging goals Basic accounting, financial tracking of client budgets Demonstrate an ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team and take active measures to solve problems and commit to a high level of service Willingness to travel to offsite client or sales meetings as appropriate Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Comfortable in client calls, meetings and presentations as an active contributor and/or leader of calls/meetings Familiarity with digital marketing practices, and continued evolutions in in Search Marketing, Content Marketing, Social Media Marketing and other digital marketing areas as relevant Experience managing a book of business with financial targets, and budgeting marketing/media plans Experience writing and explaining project briefs to multi-dimensional teams across digital marketing channels REQUIRED EXPERIENCE AND QUALIFICATIONS Minimum Bachelor's degree or its equivalent in marketing, communications, journalism or other related Minimum 4 years of experience in digital marketing, with experience managing clients engaged in SEO programs Minimum 3 years of digital marketing agency experience, preferably in a client facing role Strong IT literacy, including proficiency in Microsoft Word, Excel and PowerPoint DESIRED SKILLS AND EXPERIENCE Experience managing and/or servicing international accounts/clients Knowledge of a second language Experience managing clients engaged in Paid Media, Social Media, GenAI, and other Digital Marketing programs Vertical specialization in Life Sciences, Travel, Finance, and/or B2B Experience working on new business initiatives and/or agency pitch teams Experience managing Enterprise level clients
    $46k-55k yearly est. 21h ago
  • Sr. Digital Account Manager

    Transperfect 4.6company rating

    Denver, CO jobs

    The Senior Digital Account Manager plays a critical role in driving client retention and account growth through exceptional service delivery, proactive communication, and sound strategic guidance. The role is responsible for managing for managing core and most highly-visible digital marketing client relationships and crafting strategic execution across Search Engine Marketing, Search Engine Optimization, digital content creation, and Social and emerging media. The Senior Digital Account Manager has a strong working knowledge of multiple digital marketing channels and demonstrated experience in building and executing international digital programs. They are strategic, data-driven, and client-focused, with the ability to translate complex digital marketing concepts into actionable insights for both clients and colleagues. DESCRIPTION Oversee development and execution of digital strategy in collaboration with Production for an assigned set of clients Lead onboarding client relationships for digital marketing services Assist sales teams with scoping for proposals and new opportunities as relevant Conduct recurring client Quarterly Business Reviews (QBRs), status calls and updates and managing next steps with stakeholder teams Assist in developing case studies and presentations to support marketing and sales efforts Support team development as a mentor to peers and junior talent on the global Digital Marketing Team. Create client facing documents including but not limited to proposals, Quarterly Business Reviews, and deliverables as required for client(s) and account(s) success Brief and oversee execution of multiregional strategies by our global digital production teams, acting as liaison with client stakeholders and agency partners Support Production teams with quality assurance reviews of deliverables to ensure adherence to strategy and brief and guarantee optimal content/campaign performance Proactively identify and track opportunities to grow assigned accounts, upselling additional digital marketing services to existing clients with support of manager(s) Manage budgets and account health aligned to company metrics in collaboration with Production teams. Keep up to date on digital marketing trends, technologies and market leaders, and share this knowledge with colleagues and clients Complete all other tasks that are deemed appropriate for this role and assigned by the manager/supervisor REQUIRED SKILLS Experience managing a book of business with financial targets, and budgeting marketing/media plans Superior written and spoken communication skills in English Independent, self-motivated, results-oriented and dynamic with careful attention to detail Exceptional problem solving and critical thinking skills Ability to work effectively under pressure to meet tight deadlines and challenging goals Strong accounting, financial tracking of client budgets Demonstrate an ability to: multitask in a fast-paced environment, work well with people from a variety of different backgrounds and cultures, build relationships with clients and co-workers, work independently and as part of a team and take active measures to solve problems and commit to a high level of service Willingness to travel to offsite client or sales meetings Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) Confident coordinating internal teams, comfortable giving feedback and having difficult conversations with colleagues as relates to continued business improvement and achieving client goals Confident leading client and internal meetings and presentations (ability to own the room) Familiarity with best digital marketing practices, and continued evolutions in in Search Marketing, Content Marketing, Social Media Marketing and other digital marketing areas as relevant Comfort with assigning and explaining complex project tasks to team members, clients and vendors across regions and continents Confident with data analysis, and proven ability to use data to make strategic recommendations to clients Strong client negotiation skills REQUIRED EXPERIENCE AND QUALIFICATIONS Minimum Bachelor's degree or its equivalent in marketing, communications, journalism or other related 6 + years of experience in a digital marketing agency setting with experience in Performance Marketing and/or Integrated Digital Strategy Proven experience managing team members and/or managing project workflow among internal teams or departments Proven experience leading Enterprise level clients Proven experience leading client-facing teams in international digital marketing and advertising Client-facing experience in account management, project management and/or business development in the digital marketing industry Strong IT literacy, including proficiency in Excel and PowerPoint and experience with industry tools such as SEMRush, Moz, Ahrefs, Screaming Frog, Google Search Console and Web Analytics platforms (Google Analytics and/or Omniture) Experience auditing websites, ecommerce market places or social media profiles to determine the best strategic approach to improve performance DESIRED SKILLS AND EXPERIENCE Knowledge of a second language Experience managing teams of Account Managers or lower Experience setting and managing to account health and growth targets Prior experience running global projects with variable workloads and new business challenges
    $46k-55k yearly est. 21h ago
  • Account Manager

    Astound Group LLC 4.2company rating

    Las Vegas, NV jobs

    WHO WE ARE... ASTOUND is a global experiential powerhouse with three core verticals: Brand Experiences, Sports Experiences, and Immersive Entertainment. From trade shows and large-scale events to experience centers and IP-driven attractions, we create programs that combine creative excellence, operational discipline, and ROI-focused outcomes. With over 200 employees, a 350,000 sq. ft. production facility, and execution in more than 40 countries, ASTOUND is defining what the modern experiential partner looks like. Now, in our 25th year, we are expanding into a growth engine for our clients-powered by AI, integrated creative, and next-gen content strategy-and for the business itself, driving both revenue and enterprise value. JOB SUMMARY: We're looking for an Account Manager - Trade Shows who shares this vision to join our team. As an Account Manager, you serve as a bridge between our Sales/Client Partnership Team, Project Management Team, and the client. In this role, you collaborate with the extended ASTOUND internal Operations team on the execution of individual projects, taking responsibility for ensuring that ASTOUND output adheres to client objectives, meets client deadlines, and achieves ASTOUND high quality standards. KEY RESPONSIBILITIES: Assist the Sales/Client Partnership team in leading client accounts/projects Maintain Client Accounts in conjunction with the Sales/Client Partnership and Project Management team members Build and maintain effective client relationships, ensuring that all client's needs are heard, understood, and addressed Contribute ideas to project teams and regularly make recommendations to client contact and Account Leaders on how to improve a project or program Participate in new business opportunities as requested (research, preparation for & participation in pitches) Own master timelines and project plans externally; communicating action items to client stakeholders and monitoring adherence to deadlines Collaborate with the Project Management Team on internal timelines, communicating and managing changes to clients as necessary Lead client calls & contribute to internal meetings Ensure clear communication to the client regarding roles and responsibilities, scope, budget, schedules, and project status/ action items Collaborate with the Operations Team members where appropriate which includes but is not limited to the following: Property and graphic inventories Job process issues Show site expectations Quality / expectation Pricing/billing Assist in the successful onboarding of operational departments through comprehensive Job launch meetings and ongoing status meetings Work to ensure all deadlines are met and that assigned clients receive superior ongoing service through delivery Continuously monitor industry trends and best practices, and share insights and recommendations with clients and internal teams Budget Management Work with the Estimation team to solidify project budgets in conjunction with Sales/Client Partnership and Project Management team members to provide proposals to clients Work with Sales Coordinators to invoice client projects assigned in a timely manner Track and create change orders (in conjunction with the Project Management Team) for all items outside of the original scope of sign-off and invoice to clients as required Follow up directly with the client, as required, to resolve unpaid invoices & ensure receipt of payment prior to initiating Job Launches Create, maintain, reconcile, & invoice projects (in conjunction with the Project Management Team) within 45 days of the project end date Creative Management Participate actively and manage internal client brainstorming sessions with Sales/Client Partnership Team members by offering ideas for projects Serve as the conduit between client needs to the creative team and creative ideas to the client Ensure creative deliverables meet client needs and are completed on time and on budget. QUALIFICATIONS: Bachelor's degree in Marketing, Communications, Business, or a related field preferred 3 - 5 years of experience in Trade Shows & Events Demonstrated Account Management competencies: client focus, developing others, accountability for results, attention to detail, flexibility, and team effectiveness Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and internal teams Demonstrate understanding and advocacy for clients' businesses and needs Understanding of trade show terminology, tools, requirements, and processes. Strategic thinker, capable of identifying opportunities for growth and improvement. Leadership qualities, capable of motivating teams and resolving conflicts. Must be able to work under pressure, meet deadlines, and be flexible in working on multiple projects simultaneously Willingness to travel within North America and overseas as needed Proficient in Microsoft Office Suite software Salesforce expertise is an asset but not required Positive attitude and ability to work in teams THE VALUES YOU ALIGN WITH: Just as important as the skills you bring to our team, is alignment with our values. This means that as a collective we will collaborate with the same mindset to deliver incredible, market leading experiences for our clients. Steadfast Courage - We fearlessly take on challenges and make bold decisions to achieve remarkable results. Unwavering Integrity - We hold ourselves to the highest ethical standards and prioritize honesty, transparency, and professionalism. Boundless Creativity - We push boundaries with innovative, collaborative ideas that surpass expectations and create unforgettable experiences. Unparalleled Service - We fearlessly take on challenges and make bold decisions to achieve remarkable results. Insatiable Curiosity - We never stop learning, exploring, and taking risks to create breakthrough experiences. Constant Collaboration - We thrive on teamwork, leverage diverse perspectives, and support each other to deliver experiences greater than the sum of their parts. BENEFITS AND COMPENSATION: The compensation package will be commensurate with experience. Our employees are entitled to a standard set of benefits, including health and dental insurance and 401(k) with company match. Excellent Medical Insurance Excellent Medical Insurance Excellent Dental Insurance Excellent Vision Insurance Paid Time Off, Holiday Pay 401K matching program after 60 days of employment 100% Company Life and Short-Term Disability Coverage Employee Referral Program Professional development opportunities and ongoing training. Collaborative and innovative work environment. Opportunity to work with prestigious clients and industry leaders. DIVERSITY COMMITMENT: We are proud to be an equal opportunity employer, and we welcome talented individuals from all backgrounds to apply. Our goal is to ensure that every candidate is evaluated solely on their qualifications, merits, and potential to contribute meaningfully to our team and mission.
    $44k-68k yearly est. 7d ago
  • Senior Account Manager, Commercial Lines

    Arthur J. Gallagher & Company 3.9company rating

    Elk Grove Village, IL jobs

    The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently m Account Manager, Client Service, Commercial, Service Manager, Manager, Senior, Accounting
    $60k-93k yearly est. 6d ago
  • Account Manager

    Abacus Service Corporation 4.5company rating

    Detroit, MI jobs

    Candidates Request Form 1 Job Title Account Manager 2 Client Company/Dept. Name Detroit Regional Convention Facility Authority 3 Address One Washington Boulevard City Name Detroit State Name MI-Michigan Zip Code 48226 If others (Address) 6 Duration of the project Project Start Date Mar-26 Project End Date Five years 7 No. of Openings 1 No. of Maximum Submissions 1 8 Job Description Coordinate and report all activities to Huntington Place's Environmental Services Manager and Parking Director, keeping them informed of all service-related issues. Source, recruit, and dispatch qualified labor for cleaning, snow removal, traffic control, and related event services as needed. Manage invoicing, payment processing, and prepare ad-hoc reports requested by DRCFA. Ensure onsite presence during normal working hours; provide or designate an authorized representative onsite for events requiring 30 or more workers per shift. Oversee worker check-in and check-out for large events, ensuring compliance with Huntington Place staffing determinations. 9 Skill set info Proven experience in labor staffing, workforce management, or account coordination, preferably in convention centers or public facilities. Strong organizational skills to handle variable staffing demands, recruitment, and rapid deployment of workers. Excellent communication abilities for daily reporting and issue resolution with client stakeholders. Availability for onsite work at Huntington Place (One Washington Blvd, Detroit, MI) during business hours and event support; flexible for 24/7 contact as needed. Background in compliance with safety, background checks, and labor harmony requirements for public sector contracts. 10 Education Educational Qualifications: Bachelor's degree in Business Administration, Facilities Management, Hospitality, Human Resources or a related field; or an equivalent combination of education and experience managing service contracts. 11 Certifications (if required) 12 Documentation Required for submission Resume 13 Work Hours General 15 Work authorization required US Citizen & GC 16 Relocation is accepted No 17 Remote work No 18 Additional Notes if any On-Site
    $49k-60k yearly est. 7d ago
  • Client Success Executive in Nashville

    Clinical Search Group 4.8company rating

    Nashville, TN jobs

    Job Title: Client Success Executive The Client Success Executive Reports to the Director of Client Success, this is a Fulltime responsible for providing white glove service while developing long-term relationships with partnered health care organizations, focusing on contract retention and further financial growth. Additionally, the Client Success Executive may support professional services, and the development of relationships and sales initiatives in the Government vertical (VA and DHA facilities). The Client Success Executive will work closely with Sales, Operations, and other clinical contractors to achieve corporate KPIs. Specific Responsibilities • Maintain excellent relationships with all Clients • Grow and develop assigned contracts in accordance with the company growth strategy, roadmap, and forecasted annual budget • Complete tasks to assure that projects are done on time • Regularly find ways to build efficiencies • Renew and grow Client contracts • Answer any questions and resolve any issues the Client may have • Inform organizations of any program updates and additions • Take suggestions for improvements from the Client • Other duties as assigned by the Director of Client Success in efforts to grow, scale, and automate various facets of the organization • Support the development of a Government sales pipeline • Schedule and conduct quarterly business reviews with Clients to include Qualifications • 4 Bachelor's degree from four-year college or university • 3+ years of work experience in organizational communications, client management, or program operations. • Proficient in the use of Microsoft Office products. • Sales experience a plus
    $95k-174k yearly est. 60d+ ago
  • Client Retention Executive

    Enterprise Center 3.8company rating

    Saint Louis, MO jobs

    The St. Louis Blues and Enterprise Center are searching for a passionate, self-starter for the role of Client Retention Executive. This position is primarily responsible for retaining and growing an assigned season ticket holder account base through the delivery of superior customer service, relationship building, and referral generation. This role is a hybrid sales and service position. The ideal candidate is a positive team player that is detail oriented, self-motivated, flexible, energetic, outgoing, and resilient and has a strong desire to develop as a sales and service professional. Responsibilities: Meet and exceed yearly retention goals with assigned Season Ticket Holder account base Generate new revenue from current clientele through value-added, group and suite packages, upgrades, and referrals Build strong relationships with Season Ticket Holders by fulfilling all required Season Ticket Holder touchpoints via proactive communication including phone calls, emails, handwritten notes, and in-seat visits Provide superior levels of customer service to an assigned base of season ticket accounts by maintaining up-to-date knowledge and effectively and enthusiastically communicating all team happenings, events, benefits, and arena details that are relevant Anticipate, respond to and resolve all Season Ticket Holder complaints, requests and inquiries in a timely and professional manner while maintaining a positive and productive demeanor Produce memorable experiences and hattrick moments for clients to create long-lasting relationships and solidify the bond between the Blues and our Season Ticket Holders Perform game day responsibilities including, but not limited to, in-seat visits, handling special promotions, addressing season ticket holder needs, etc. as well as participate in all season ticket holder related special events Utilize KORE and Archtics CRM system to record and maintain all personal touchpoint interactions with clients and document all appropriate details and information Collaborate with ticket sales and ticket operations teams to ensure efficient and quality servicing of accounts Other duties as assigned Required Qualifications: Bachelor's degree (or requisite experience) required 2 years of sales and/or services experience in the sports or hospitality industry 1+ years of experience with Ticketmaster Archtics ticketing and KORE CRM system preferred Demonstrated ability in the areas of relationship building, communication, time management and organization Demonstrated ability to work well within a team environment Proficiency with Microsoft Office Suite Ability to attend all home games and work non-standard hours including nights, weekends, and holidays We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
    $98k-161k yearly est. 25d ago
  • Director of Client Development Financial Planning

    Mercer Advisors 4.3company rating

    Denver, CO jobs

    Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Leader of the Client Development Financial Planning Group will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth. Essential Job Functions: Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development. Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals. Individual Contribution: Serve as a CFP practitioner, producing prospect financial plans to support client acquisition. Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management. Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process. Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration-where teams leverage their unique expertise to achieve collective success. Knowledge, Skills, and Abilities: Certifications & Experience: CFP strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal. Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI. Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities. Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation. Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution. Education: Bachelor's degree from an accredited institution required. Work Schedule: Daytime and evening hours as needed. Working Conditions: Professional office environment. Working inside. Standing and sitting. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $170,000-$200,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
    $170k-200k yearly 18d ago
  • Managing Director, Community Client Development

    Mercer Advisors 4.3company rating

    Denver, CO jobs

    Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. The Managing Director, Client Development, will be responsible for playing a leading role in our organic growth strategy and for coaching and managing the Sales team in their assigned markets. This role is a face of Mercer Advisors in the markets and supports organic growth through the addition of new clients. The Managing Director, Client Development, is also expected to contribute to Mercer Advisors overall through active engagement in leadership committees, strategic initiatives, and corporate programs. Essential Job Functions for this role include: Works with Client Development Leadership to help design and implement strategies that drive new client growth. Manages and leads Reginal Vice Presidents to ensure they are meeting and exceeding performance objectives & achieving their full potential. Directly engages in high value prospect opportunities and wholesaling opportunities (side by side with RVPs). Effectively coaches and mentors Regional Vice Presidents, assists in training new RVPs as they join the team. Improves RVPs productivity by sponsoring critical national initiatives to improve the sales process, marketing materials, technology and training beyond their own market. Acts as an Ambassador of Mercer Advisors and supports the sales team to foster positive partner and new client relationships by maintaining relationships with key members of partner teams. Ensures adherence to company performance standards as well as company policies and procedures. Knowledge, Skills, and Abilities: Bachelor's degree. At least 15 years of experience building relationships with and mentoring and managing financial services professionals, guiding teams to realize their potential, building culture, evaluating performance, recruiting, ensuring clear and consistent communication. Track record of success in helping sales professionals grow their practices in a client centric model; Creating an environment where high-touch client experience is the norm; escalating and dealing with issues when necessary. Experience communicating the benefits of a wealth management platform to potential clients and M&A partners; Telling the firm's story when working with RVPs in the channels as well as in the M&A sales process. Negotiation experience that involves listening, persuading, and developing mutually beneficial solutions Excellent Client Focus and client-oriented position, but sales aptitude and experience are also highly desired Strong decision-making, judgement, problem-solving, analysis and project management skills Series 65 or Series 66 or CFP Experience using CRM systems (Salesforce preferred) Flexibility to travel 40% of the time. Work Schedule: This professional role requires availability Monday through Friday, 8:00 AM - 5:00 PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $170,000-$200,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection
    $170k-200k yearly 25d ago
  • Director, Client Development

    Astound Group LLC 4.2company rating

    Las Vegas, NV jobs

    WHO WE ARE... ASTOUND is a global experience design company delivering memorable brand experiences through a multi-disciplinary team across strategy, creative, digital, and fabrication. With key offices in Las Vegas, Portland, and Toronto, and 600,000+ square feet of fabrication space, we bring architectural fabrication, brand strategy, retail design, and immersive environments to life for leading brands across 40+ countries. JOB SUMMARY: The primary focus is to grow client relationships and revenues through the effective delivery of ASTOUND's offerings, working with members of the office's senior leadership team and serving as a trusted advisor to the client. KEY RESPONSIBILITIES: Business Development: Actively search and network for new business opportunities, whether it's a New Account or within an Existing Account; consistently maintain a healthy sales pipeline and close deals to increase market share and revenue. Lead Management: Qualify inbound leads and collaborate with the internal Creative & Solutioning team to nurture and convert leads into profitable relationships. Client Relations: Develop and maintain strong relationships with key decision-makers within client organizations to ensure long-term business partnerships and growth. Sales Leadership & Brand Advocacy: Lead in Win Strategy and oversees collaboration of cross-disciplinary internal teams to drive to a win. Demonstrate that ASTOUND is a trusted, strategic partner to the client and drive a spirit of service and innovation with clients and internal team members Understand clients' business and business issues and serve as a trusted advisor to drive effective solutions Develop, write and present incremental project proposals, scopes of work, schedules and staffing plans Build and maintain effective client relationships, ensuring that all client needs are listened to, understood and responded to in a timely way Collaborate with the creative, sales and marketing teams to develop strategies that enhance brand visibility and attract potential clients. Be able to quickly identify an opportunity and bring in Subject Matter Expert (SME) as see fit. Be a champion of extraordinary work - by providing inspiration, leadership and expertise in the agency's offerings Exceed expectations with the overall quality of the work (ideas and impact), yielding recognition from the industry, award shows and our clients People Management Ensure regular team meetings and manage communications between team members, ensuring all deadlines are met Promote collaboration and respect amongst team members Your Mentality & Activity You say “yes” more than “no” You demonstrate a strong ability to lead multiple assignments at one time You're comfortable in front of clients and confident in your role You're a team player who is strong at collaboration and always willing to support others You are highly organized, with a keen eye for detail You are a believer in your accounts and are diligent in account growth planning (and do it on an annual basis for your accounts) You track and update your account activity daily. You realize your attention to “Pipeline Accuracy” is imperative to your individual & the organizations success You are budget conscience and respectful of both the client's desires and demands as well as ASTOUND costs. You continually educate our clients on “what it takes” to accomplish specifics asks and help clients realize the value we provide. QUALIFICATIONS: Sales Focused & Results oriented Passionate about strengthening relationships and increasing revenue opportunities A minimum of five (5) years' experience in an active sales role Strong Leadership Qualities Demonstrable and proven high level of competency in managing accounts in the exhibits, branded environments, and events industry Excellent organizational skills Possesses excellent and professional relationship management and building skills Possesses and applies excellent attention to detail in all duties Proficient in understanding and usage of Salesforce proactively Positive attitude and ability to work in teams Proficient in Microsoft Office Suite software BENEFITS AND COMPENSATION: The compensation package will be commensurate with experience. Our employees are entitled to a standard set of benefits, including health and dental insurance and 401(k) with company match. Excellent Medical Insurance Excellent Dental Insurance Excellent Vision Insurance Paid Time Off, Holiday Pay 401K matching program after 90 days of employment 100% Company Life and Long-Term Disability Coverage Employee Referral Program DIVERSITY COMMITMENT We are proud to be an equal opportunity employer, and we welcome talented individuals from all backgrounds to apply. Our goal is to ensure that every candidate is evaluated solely on their qualifications, merits, and potential to contribute meaningfully to our team and mission.
    $61k-96k yearly est. Auto-Apply 60d+ ago
  • Director, Client Development

    Astound Group LLC 4.2company rating

    Las Vegas, NV jobs

    Job Description WHO WE ARE... ASTOUND is a global experience design company delivering memorable brand experiences through a multi-disciplinary team across strategy, creative, digital, and fabrication. With key offices in Las Vegas, Portland, and Toronto, and 600,000+ square feet of fabrication space, we bring architectural fabrication, brand strategy, retail design, and immersive environments to life for leading brands across 40+ countries. JOB SUMMARY: The primary focus is to grow client relationships and revenues through the effective delivery of ASTOUND's offerings, working with members of the office's senior leadership team and serving as a trusted advisor to the client. KEY RESPONSIBILITIES: Business Development: Actively search and network for new business opportunities, whether it's a New Account or within an Existing Account; consistently maintain a healthy sales pipeline and close deals to increase market share and revenue. Lead Management: Qualify inbound leads and collaborate with the internal Creative & Solutioning team to nurture and convert leads into profitable relationships. Client Relations: Develop and maintain strong relationships with key decision-makers within client organizations to ensure long-term business partnerships and growth. Sales Leadership & Brand Advocacy: Lead in Win Strategy and oversees collaboration of cross-disciplinary internal teams to drive to a win. Demonstrate that ASTOUND is a trusted, strategic partner to the client and drive a spirit of service and innovation with clients and internal team members Understand clients' business and business issues and serve as a trusted advisor to drive effective solutions Develop, write and present incremental project proposals, scopes of work, schedules and staffing plans Build and maintain effective client relationships, ensuring that all client needs are listened to, understood and responded to in a timely way Collaborate with the creative, sales and marketing teams to develop strategies that enhance brand visibility and attract potential clients. Be able to quickly identify an opportunity and bring in Subject Matter Expert (SME) as see fit. Be a champion of extraordinary work - by providing inspiration, leadership and expertise in the agency's offerings Exceed expectations with the overall quality of the work (ideas and impact), yielding recognition from the industry, award shows and our clients People Management Ensure regular team meetings and manage communications between team members, ensuring all deadlines are met Promote collaboration and respect amongst team members Your Mentality & Activity You say “yes” more than “no” You demonstrate a strong ability to lead multiple assignments at one time You're comfortable in front of clients and confident in your role You're a team player who is strong at collaboration and always willing to support others You are highly organized, with a keen eye for detail You are a believer in your accounts and are diligent in account growth planning (and do it on an annual basis for your accounts) You track and update your account activity daily. You realize your attention to “Pipeline Accuracy” is imperative to your individual & the organizations success You are budget conscience and respectful of both the client's desires and demands as well as ASTOUND costs. You continually educate our clients on “what it takes” to accomplish specifics asks and help clients realize the value we provide. QUALIFICATIONS: Sales Focused & Results oriented Passionate about strengthening relationships and increasing revenue opportunities A minimum of five (5) years' experience in an active sales role Strong Leadership Qualities Demonstrable and proven high level of competency in managing accounts in the exhibits, branded environments, and events industry Excellent organizational skills Possesses excellent and professional relationship management and building skills Possesses and applies excellent attention to detail in all duties Proficient in understanding and usage of Salesforce proactively Positive attitude and ability to work in teams Proficient in Microsoft Office Suite software BENEFITS AND COMPENSATION: The compensation package will be commensurate with experience. Our employees are entitled to a standard set of benefits, including health and dental insurance and 401(k) with company match. Excellent Medical Insurance Excellent Dental Insurance Excellent Vision Insurance Paid Time Off, Holiday Pay 401K matching program after 90 days of employment 100% Company Life and Long-Term Disability Coverage Employee Referral Program DIVERSITY COMMITMENT We are proud to be an equal opportunity employer, and we welcome talented individuals from all backgrounds to apply. Our goal is to ensure that every candidate is evaluated solely on their qualifications, merits, and potential to contribute meaningfully to our team and mission.
    $61k-96k yearly est. 25d ago

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