Senior account manager jobs in Fort Myers, FL - 280 jobs
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Senior Account Manager
Account Executive, Key Accounts
Account Manager
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Territory Sales Manager
Client Partner
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Enterprise Account Executive
Regional Director Of Business Development
Manager, Client Solutions
Vice President, Business Development
We need HHAs and CNAs for clients in Lee county. Top pay!
Dial-A-Nurse 4.0
Senior account manager job in Naples, FL
Dial-a-Nurse -
Job Title: HHA & CNA - Home Care - Lee County, FL
Job Type: Part-time, Flexible Shifts
We are seeking compassionate Home Health Aides (HHAs) and Certified Nursing Assistants (CNAs) to join our growing team in Lee County, Florida. If you are looking for flexible shifts and a rewarding caregiving role, we want to hear from you!
Responsibilities:
Assist clients with daily living tasks (bathing, dressing, grooming, etc.).
Support with mobility and transfers.
Monitor and report any changes in patient health.
Provide companionship and emotional support.
Help with light housekeeping and meal prep.
Requirements:
Valid HHA or CNA certification.
Experience in home care is preferred, but not required.
Ability to travel within Lee County and reliable transportation.
Compassionate, patient, and dependable.
Must pass background check and drug screening.
Benefits:
Flexible shifts (short shifts available).
Competitive pay rates.
Positive and supportive work environment.
Opportunity for growth and advancement.
$110k-187k yearly est. 8d ago
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Client Executive/Principal: Architecture
PBK Architects 3.9
Senior account manager job in Fort Myers, FL
The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular client or multiple clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor.
Your Impact:
Strategic
: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals.
Operational
: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction.
Marketing/Business Development
: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships.
Management/Leadership
: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff.
Here's What You'll Need:
Must be a Registered Architect in the State.
Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes.
Must have prior K12 and/or Higher Education experience to be considered.
$95k-135k yearly est. Auto-Apply 60d+ ago
Key Account Executive (Naples, FL)
Labcorp 4.5
Senior account manager job in Fort Myers, FL
Do you have strong customer service experience and are looking to join an organization where you can build a career? Are you inspired by the opportunity to bring your talents to our diverse community and challenge the health care industry status quo with innovative testing that puts people first? If so, Labcorp has an exciting opportunity for a Key Account Executive. The territory for this position will cover Naples, FL.
This position is the face of our company, introducing our services to prospective new clients and engaging at all levels of business. This is your opportunity to join an organization known for advanced testing with a solid reputation as a leader in the diagnostics industry. Here, you'll find a rewarding role that allows you to make a difference in people's lives, including your own!
Job Duties/Responsibilities:
+ Educate, instruct and upsell all assigned and newly generated accounts in an assigned territory
+ Act as a liaison between the client and the Labcorp operations team in relation to client needs
+ Provide ongoing service and problem resolution to customer base
+ Ensure customer retention by providing superior customer service
+ Recommend solutions that are client focused and persuasive
+ Provide accountmanagement for clients day to day operations
+ Upsell current book of business to increase organic growth
+ Work closely with senior sales representatives to grow book of business
+ Continuously provide educational material to the client base
+ Resolve any customer related issues in a timely manner
+ Meet and exceed monthly retention and upsell goals on a regular basis
Requirements:
+ Bachelor's degree is preferred
+ Bilingual and able to read, write and speak Spanish is preferred
+ Previous sales experience or accountmanagement is preferred
+ Experience in the healthcare industry is a plus
+ Proven success managing a book of business
+ Superior customer service skills with the ability to build trust-based relationships
+ Effective communication skills, both written and verbal
+ Ability to deliver results in a fast paced, competitive market
+ Excellent time management and organizational skills
+ Proficient in Microsoft Office
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
**Benefits:** Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here (************************************************************** .
**Labcorp is proud to be an Equal Opportunity Employer:**
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
**We encourage all to apply**
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site (**************************************************** or contact us at Labcorp Accessibility. (Disability_*****************) For more information about how we collect and store your personal data, please see our Privacy Statement (************************************************* .
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
Position Summary:
The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
Principal Responsibilities:
Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
Manage all policy activity aspects of assigned accounts
Present risks to the insurance marketplace for quoting, as needed
Communicate clear expectations to the client regularly, professionally, and proactively.
Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Conduct effective enrollment meetings, as needed with prepared collateral
Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
Cultivate strong relationships with clients and insurance company partners
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership
Education, Experience, Skills and Abilities Requirements:
Strong presentation skills, both verbal and written communications
Current state License required
Bachelor's degree preferred plus 2+ years of related experience
Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
Demonstrates firm's core values, exuding behavior that is aligned with corporate culture
#LI-NS1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$74k-110k yearly est. Auto-Apply 6d ago
Enterprise Account Executive
Crown Capital Mgmt LLC
Senior account manager job in Fort Myers, FL
Enterprise Account Executive - Roofing & Construction 📍 Florida | Local Travel Required🕒 Full-Time | Exempt
About the Role We're hiring a high-energy Business Development & Sales Account Executive to drive revenue growth across commercial and residential roofing, waterproofing, and service markets in Florida. This is a hunter role for a proven sales professional who thrives on prospecting, relationship building, and closing deals in a fast-paced construction environment.
Key Responsibilities
Prospect, cold call, and conduct onsite visits with commercial property owners, property managers, condo associations, and facility managers
Generate and qualify leads for roofing, waterproofing, maintenance, and service projects in alignment with established sales processes.
Manage assigned front-end sales activities from lead generation through close.
Coordinate with estimating and operations teams to deliver accurate bids and smooth project handoffs
Manage pipeline, forecasts, and activities in CRM (Salesforce or similar)
Meet or exceed weekly activity, pipeline, and revenue targets
Drive repeat business by following up with recent service clients
Represent the company at networking events, trade shows, and industry meetings
Track competitors, pricing trends, and market conditions across Florida
Qualifications
B2B or construction sales experience required
Roofing industry experience strongly preferred
Proven ability to prospect, cold call, and close new business
Strong communication, negotiation, and relationship-building skills
Highly organized, self-motivated, and goal-driven
CRM experience (Salesforce, HubSpot, or similar)
Valid Florida driver's license and ability to travel locally
Why This Role
High-visibility sales position in a growing Florida construction market
Strong operational support from estimating and service teams
Opportunity to build a long-term book of business and grow your career
Pay range 70-85k + uncapped commission
👉 Apply today if you're ready to sell, compete, and win in Florida's roofing market
$89k-149k yearly est. Auto-Apply 13d ago
National Account Manager- (Ft. Myers)
DDP Roofing Services, Inc.
Senior account manager job in Fort Myers, FL
Responsible for finding key decision makers in charge of large roofing portfolios, in the industrial, manufacturing, retail, pharmaceutical, health care, and hospitality sectors. Then developing and maintain partnerships between them and DDP Roofing to take care of all their roofing needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Research and Marketing the target accounts. Through technology, cold calling, telemarketing, target marketing and business development utilizing technology and company resources.
* Manage each customers roofing portfolios with relationships with territory managers, service teams, and operations teams, to make sure the customer is satisfied.
* Utilize CRM to be organized and produce reports to achieve goals set for by DDP.
* Maintain productive relations with customers and associates assuring our company mission to deliver satisfaction and quality that meets or exceeds expectations.
* Willing to travel to maintain relationships and manage projects.
QUALIFICATIONS
College Degree preferred.
5+ years' experience in managing national accounts, preferred specifically managing roofing portfolios.
Strong time management skills, attention to detail, self-driven
Excellent communication skills
CERTIFICATES, LICENSES, REGISTRATIONS
Maintains a valid driver's license, and auto insurance to operate a company vehicle.
Must be available to work legally in the USA.
COMPENSATION
Base Salary (based on experience) Up to $100k + commissions + bonus
PREMIER BENEFITS
* Health Insurance (Medical, Prescription, Dental and Vision)
* Life Insurance
* Paid Holidays and Vacation
* 401(k) Plan with Company Match
* Company vehicle or vehicle allowance
* Flexible Spending Account (FSA)
$100k yearly 60d+ ago
National Account Manager
The EMAC Group
Senior account manager job in Fort Myers, FL
We're expanding our team and looking for the best talent. Not just any talent. We're looking for self-motivating, visionaries who continue to stay hungry and bring unique perspectives to projects. The Mortgage Industry is HOT and talent is in high demand, our client base has expanded by 300% in the past 12 months.
We will train individuals that possess these attributes:
Goal-Oriented
Self-driven
Over Achiever
Optimistic Attitude
Money Motivated
EMAC is a true Recruiting Partner to our clients and the retained job orders are coming daily. As an AccountManager, you will work directly with hiring managers, generating new candidate leads from our extensive database and forging new relationships with our retained clients.
Ideal Candidate Requirements
B2C sales in developing new accounts
Ability to follow up on qualified leads
Market to existing client base
Ability to excel in a competitive environment
EMAC offers an enthusiastic work environment with a strong commitment to serving our clients and community.
Compensation
We provide a highly competitive base salary, unlimited bonus potential, health, dental, vision and life insurance benefits and 401K.
The EMAC Group is an Executive Search Firm with clients such as Fed and State Charter Banks, IMBs, Credit Unions, and larger brokers, nationwide.
$71k-100k yearly est. 60d+ ago
National Account Manager- (Ft. Myers)
Ddp Group Inc.
Senior account manager job in Fort Myers, FL
Responsible for finding key decision makers in charge of large roofing portfolios, in the industrial, manufacturing, retail, pharmaceutical, health care, and hospitality sectors. Then developing and maintain partnerships between them and DDP Roofing to take care of all their roofing needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Research and Marketing the target accounts. Through technology, cold calling, telemarketing, target marketing and business development utilizing technology and company resources.
Manage each customers roofing portfolios with relationships with territory managers, service teams, and operations teams, to make sure the customer is satisfied.
Utilize CRM to be organized and produce reports to achieve goals set for by DDP.
Maintain productive relations with customers and associates assuring our company mission to deliver satisfaction and quality that meets or exceeds expectations.
Willing to travel to maintain relationships and manage projects.
QUALIFICATIONS
College Degree preferred.
5+ years' experience in managing national accounts, preferred specifically managing roofing portfolios.
Strong time management skills, attention to detail, self-driven
Excellent communication skills
CERTIFICATES, LICENSES, REGISTRATIONS
Maintains a valid driver's license, and auto insurance to operate a company vehicle.
Must be available to work legally in the USA.
COMPENSATION
Base Salary (based on experience) Up to $100k + commissions + bonus
PREMIER BENEFITS
Health Insurance (Medical, Prescription, Dental and Vision)
Life Insurance
Paid Holidays and Vacation
401(k) Plan with Company Match
Company vehicle or vehicle allowance
Flexible Spending Account (FSA)
$100k yearly Auto-Apply 60d+ ago
Vice President of Business Development-Corporate Dining
Xendella
Senior account manager job in Cape Coral, FL
Who We Are:
NEXDINE Hospitality's family of brands provides dining, hospitality, fitness center and facility management services to businesses, independent schools, higher education, senior living, and hospitals nationwide. We put our people first to deliver finely tailored, expertly managed programs. The NEXDINE Experience is responsive, transparent, and authentic. Learn more at ****************
Job Details
Position: Vice President of Business Development-Corporate Dining
Location: South Florida
Salary: $120,000 - $150,000
Pay Frequency: Weekly - Direct Deposit
What We Offer You:
Generous Compensation & Benefits Package
Health, Dental & Vision Insurance
Company-Paid Life Insurance
401(k) Savings Plan
Paid Time Off: Vacation, Holiday, Sick Time
Employee Assistance Program (EAP)
Career Growth Opportunities
Various Employee Perks and Rewards
Job Summary:
We're seeking an experienced business development leader to grow our presence in the Corporate Dining markets in South Florida. This role focuses on building relationships with businesses and organizations that view hospitality as a key part of their brand and culture.
The ideal candidate has a background in selling dining or hospitality services, strong communication and financial skills, and a passion for delivering exceptional client experiences. Prior experience in corporate or education dining markets is preferred.
The Vice President of Business Development will be responsible for ensuring NEXDINE's commitments to our clients and customers are met, while seeking out new business opportunities with prospective clients that share a similar vision and values. Your deep passion for the food industry and desire to take pride in your work will be immediately noticed and rewarded. Come see what separates NEXDINE from the competition.
Business Development Responsibilities:
Identify and cultivate new business opportunities to meet sales quotas
Establish a territory management plan to identify and manage new opportunities
Manage and grow database of prospects and activities
Develop financial proformas, proposals and presentations
Travel as required
Qualifications and Experience:
Minimum of 3 years proven sales experience preferably within senior living and healthcare dining Services
In-depth knowledge of current dining trends
Strong oral, written and presentation skills
P&L management and financial analysis
Proficient in Microsoft Office and Salesforce
Self-driven “hunter” mentality, strong prospecting skills
Detail oriented
Must live within assigned territory
$120k-150k yearly Auto-Apply 60d+ ago
Regional Director - Business Development
HBK 4.4
Senior account manager job in Naples, FL
HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Regional Director, Business Development.
QUALIFICATIONS
Bachelor's degree in business, Accounting, or Marketing is desirable
Financial Services experience is desirable
B2B sales experience required
Proficient in lead generations through various platforms
Existing relationships in the market are desirable
Must be able to work independently as well as with large teams
High energy and positive attitude required
Flexibility to attend marketing and other networking events during weekends and evenings when needed
MS Office proficiency (PowerPoint, Word, & Excel)
CRM Experience
ESSENTIAL FUNCTIONS:
Responsible for Business Development and Client Engagement for the Region.
Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team.
Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base
Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm
Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients
Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings.
Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional's time.
Will lead or co-lead Practice Development meetings in the region.
BENEFITS WE OFFER:
Competitive Base Salary + Commission
Employee Referral Bonuses
Anniversary Bonus
Paid Time Off
401(k) plan with company match and profit sharing
Affordable Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
9 Paid holidays
Disability Insurance
Annual Performance Reviews
And Much More…
HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
#HBKCPA
$116k-160k yearly est. 60d+ ago
Territory Sales Manager-Fort Myers
NuCO2 Management LLC 4.3
Senior account manager job in Fort Myers, FL
Job Description
Schedule: M-F, 8am-5pm
*MUST HAVE EXPERIENCE WITH BUSINESS DEVELOPMENT, MARKET DEVELOPMENT, OR OUTSIDE SALES. THIS IS A HUNTER MENTALITY SALES ROLE - EXPERIENCE REQUIRED.*
Specific responsibilities include:
Identify, prospect, and sell new customers
Successfully sell to new customers and achieve sales goals
Directly manage all aspects of your sales territory
Utilize Company's sales automation tool to assist in managing sales territory
Establish and maintain collaborative relationships with the corporate office staff as well as the field sales organization
To perform successfully, you should demonstrate the following attributes:
Energetic self-starter with the desire to succeed.
Self-disciplined individual, who is able to manage a territory from a home-office base.
Successful in prospecting new customers.
Possess excellent verbal and written communication skills.
Possess an outgoing, friendly personality.
Proficient in MS Office - Word, Excel, and Power Point.
Qualifications/Experience:
Creative and skilled sales leader who has experience in business-to-business sales, preferably in the foodservice or hospitality industry.
Results oriented sales leader with a proven record of exceeding sales targets, who possesses strong work ethic, and excellent selling, negotiation, communication and people skills.
Strong problem solving, analytical and organizational skills.
Excellent verbal, written and presentation skills.
Proficient computer skills. MS office - Word, Excel, and PowerPoint.
Education
Bachelors degree in business or related field preferred or equivalent experience
Five years outside sales experience if educational requirements not met.
Other Considerations:
Ability to travel locally and manage sales territory from a home-based office.
In exchange for your contributions to the organization, Nuco2 provides employees with a full benefit package to include medical, dental, vision and prescription, matching 401K savings, paid time off, tuition reimbursement, and much more.
$45k-83k yearly est. 8d ago
Express Interest: Account Manager
Vantage Logistics 4.4
Senior account manager job in Fort Myers, FL
Vantage Logistics is not currently hiring for this role, but we are continuing to grow and adding new positions every week. Please apply via this listing to express interest in the role. When an opportunity arises, we will contact applicants who have expressed interest here.
At Vantage, an AccountManager is an employee who continuously manages customer accounts, maintains customer relationships, provides excellent customer service, and can always add value. AccountManagers hold thorough knowledge of third-party logistic companies, represent the company's brand, and are always customer focused.
What You'll Do:
Run reports through the internal TMS (Mcleod)
Customer account oversight and management
Understand the prospect to customer lifecycle
Self-starter in lead generation through creative avenues- Including external websites, social media platforms, and lead generating systems
Understand how to pursue prospects
Understand how to provide value to customers and prospects to gain a larger platform for sales
Conduct sales calls with new prospects to develop relationships and continuously update the CRM to build your own book of business
Verify necessary information regarding customers, including sales, customer freight, and required carrier information
Maintain customer relationships and expand customer base to eventually own accounts
Negotiate with customers and prospects rates for lanes opportunities
Communicate with sales and management team any account updates
Thorough understanding of the logistics market to provide competitive pricing to customers
Communicate and provide solutions to customers for issues that arise with their freight
Make outbound calls and take inbound calls
Know when management needs to be involved
Abide by the company policies and procedures
Qualities of an AccountManager:
Self-Motivated
Financially Driven
Proactive
Communicative
Personable
Flexible
Organized and Detail Oriented
Problem-Resolution Expert
Disciplined
Team Player
Ability to Multitask
Vantage's Ideal Candidate:
Vantage's ideal candidate is someone who understands the value of a third-party logistics company with operational and sales experience. Someone who is looking for a fast-paced environment and to pursue the next step in a company that provides a career path. Someone who is a self-starter, has the ability to multi-task, and is financially motivated.
Requirements and Skills:
High School Diploma or equivalent education
Preferred 1-2 years minimum of AccountManagement experience in the supply chain industry
Experience in a fast-paced environment
CRM, TMS and Microsoft Office experience
Exceptional written and verbal communication
Negotiation skills and tactics
$40k-65k yearly est. 60d+ ago
Technical Account Manager (TAM)
Vilogics
Senior account manager job in Naples, FL
Job DescriptionSalary: 20
As a Technical AccountManager (TAM) at our MSSP, you will serve as the trusted technical advisor and primary point of contact for a portfolio of managed security clients. Youll act as the bridge between our Security Operations Center (SOC), engineering teams, and clientsensuring successful onboarding, service delivery, incident response, and ongoing security posture improvement. The ideal candidate combines cybersecurity expertise, project management skills, and strong client-facing communication.
Key Responsibilities:
Client Relationship Management:
Serve as the primary technical liaison for assigned clients.
Conduct regular strategic technical business reviews to report on metrics, incidents, trends, and roadmap planning.
Translate complex security information into business-relevant insights.
Security Advisory & Service Delivery:
Guide clients through security best practices, compliance requirements (e.g., SOC 2, HIPAA, PCI-DSS), and threat mitigation strategies.
Oversee deployment and performance of MSSP services including SIEM, EDR, MDR/XDR, vulnerability management, and incident response.
Coordinate with internal teams to resolve client issues, implement security solutions, and deliver actionable intelligence.
Technical & Strategic Oversight:
Identify security gaps and work with clients to build a prioritized action plan.
Assist in the creation of tailored security roadmaps and technology adoption plans.
Provide guidance during security incidents and ensure appropriate escalation and communication.
Reporting & Communication:
Deliver monthly/quarterly reports on service performance, threat activity, and compliance metrics.
Document client interactions, issues, and projects using internal systems (e.g., PSA, ticketing platform, CRM).
Required Skills & Qualifications:
2+ years experience in a technical or security accountmanagement role, preferably with an MSSP, MSP, or cybersecurity firm.
Strong knowledge of cybersecurity concepts including SIEM, firewalls, threat intelligence, and endpoint protection.
Familiarity with compliance frameworks such as NIST, ISO 27001, HIPAA, or PCI-DSS.
Excellent verbal and written communication skills.
Experience using tools such as Splunk, Sentinel One, Kaseya, ConnectWise, or similar.
Strong organizational and project management abilities.
Ability to balance technical discussions with client business goals.
Preferred Certifications:
CISSP, CISM, Security+, or equivalent
ITIL Foundations or PMP a plus
Why Join Us:
Work with cutting-edge cybersecurity tools and threat intelligence.
Be a critical part of protecting businesses from evolving cyber threats.
Collaborate with a high-performance team in a mission-driven MSSP environment.
$72k-103k yearly est. 8d ago
Merrill Market Client Relationship Manager
Bank of America 4.7
Senior account manager job in Naples, FL
Naples, Florida;Ponte Vedra Beach, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************
**:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$44k-74k yearly est. 19d ago
Multi-Specialty Account Manager - Naples, FL
Lundbeck 4.9
Senior account manager job in Naples, FL
**Territory: Naples, FL - Multi-Specialty** Target city for territory is Naples - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Sarasota, Arcadia, Marco Island, Clewiston, Immokalee, Venice, Fort Myers Beach.
**SUMMARY:**
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an AccountManager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our AccountManagers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
**ESSENTIAL FUNCTIONS:**
**Business Planning & Account Leadership** - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
**Selling** - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
**Customer Development** - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating "total office" accountmanagement where applicable.
**Local Market & Therapeutic Area Expertise** - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
**Reimbursement** - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
**Pharmaceutical Environment/Compliance** - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
**REQUIRED EDUCATION, EXPERIENCE and SKILLS:**
+ Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
+ 2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
+ Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
+ Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
+ Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
+ Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
+ Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
+ Must live within 40 miles of territory boundaries
+ Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
+ Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
+ Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
**PREFERRED EDUCATION, EXPERIENCE AND SKILLS:**
+ Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
+ Prior experience promoting and detailing products specific to CNS/neuroscience
+ Previous experience working with alliance partners (i.e., co-promotions)
**TRAVEL:**
+ Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $110,000 to $126,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on ourcareer site (***************************************************************************************************************** . Applications accepted on an ongoing basis.
**Why Lundbeck**
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on theU.S. career site (***************************************************************************************************************** .
_Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit theU.S. career site (*********************************************************************** ._
_Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates inE-Verify (****************************************************************************************************************************** ._
**About Lundbeck**
At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us.
Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology.
The brain health challenge is real. Our commitment is real. Our impact is real.
**About Lundbeck**
At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us.
Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology.
The brain health challenge is real. Our commitment is real. Our impact is real.
$110k-126k yearly 60d+ ago
Key Account Executive (Naples, FL)
Labcorp 4.5
Senior account manager job in Naples, FL
Do you have strong customer service experience and are looking to join an organization where you can build a career? Are you inspired by the opportunity to bring your talents to our diverse community and challenge the health care industry status quo with innovative testing that puts people first? If so, Labcorp has an exciting opportunity for a Key Account Executive. The territory for this position will cover Naples, FL.
This position is the face of our company, introducing our services to prospective new clients and engaging at all levels of business. This is your opportunity to join an organization known for advanced testing with a solid reputation as a leader in the diagnostics industry. Here, you'll find a rewarding role that allows you to make a difference in people's lives, including your own!
Job Duties/Responsibilities:
+ Educate, instruct and upsell all assigned and newly generated accounts in an assigned territory
+ Act as a liaison between the client and the Labcorp operations team in relation to client needs
+ Provide ongoing service and problem resolution to customer base
+ Ensure customer retention by providing superior customer service
+ Recommend solutions that are client focused and persuasive
+ Provide accountmanagement for clients day to day operations
+ Upsell current book of business to increase organic growth
+ Work closely with senior sales representatives to grow book of business
+ Continuously provide educational material to the client base
+ Resolve any customer related issues in a timely manner
+ Meet and exceed monthly retention and upsell goals on a regular basis
Requirements:
+ Bachelor's degree is preferred
+ Bilingual and able to read, write and speak Spanish is preferred
+ Previous sales experience or accountmanagement is preferred
+ Experience in the healthcare industry is a plus
+ Proven success managing a book of business
+ Superior customer service skills with the ability to build trust-based relationships
+ Effective communication skills, both written and verbal
+ Ability to deliver results in a fast paced, competitive market
+ Excellent time management and organizational skills
+ Proficient in Microsoft Office
If you're looking for a career that offers opportunities for growth, continual development, professional challenge and the chance to make a real difference, apply today!
**Benefits:** Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here (************************************************************** .
**Labcorp is proud to be an Equal Opportunity Employer:**
Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.
**We encourage all to apply**
If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site (**************************************************** or contact us at Labcorp Accessibility. (Disability_*****************) For more information about how we collect and store your personal data, please see our Privacy Statement (************************************************* .
$83k-120k yearly est. 19d ago
Territory Sales Manager-Fort Myers
NuCO2 4.3
Senior account manager job in Fort Myers, FL
Schedule: M-F, 8am-5pm
*MUST HAVE EXPERIENCE WITH BUSINESS DEVELOPMENT, MARKET DEVELOPMENT, OR OUTSIDE SALES. THIS IS A HUNTER MENTALITY SALES ROLE - EXPERIENCE REQUIRED.*
Specific responsibilities include:
Identify, prospect, and sell new customers
Successfully sell to new customers and achieve sales goals
Directly manage all aspects of your sales territory
Utilize Company's sales automation tool to assist in managing sales territory
Establish and maintain collaborative relationships with the corporate office staff as well as the field sales organization
To perform successfully, you should demonstrate the following attributes:
Energetic self-starter with the desire to succeed.
Self-disciplined individual, who is able to manage a territory from a home-office base.
Successful in prospecting new customers.
Possess excellent verbal and written communication skills.
Possess an outgoing, friendly personality.
Proficient in MS Office - Word, Excel, and Power Point.
Qualifications/Experience:
Creative and skilled sales leader who has experience in business-to-business sales, preferably in the foodservice or hospitality industry.
Results oriented sales leader with a proven record of exceeding sales targets, who possesses strong work ethic, and excellent selling, negotiation, communication and people skills.
Strong problem solving, analytical and organizational skills.
Excellent verbal, written and presentation skills.
Proficient computer skills. MS office - Word, Excel, and PowerPoint.
Education
Bachelors degree in business or related field preferred or equivalent experience
Five years outside sales experience if educational requirements not met.
Other Considerations:
Ability to travel locally and manage sales territory from a home-based office.
In exchange for your contributions to the organization, Nuco2 provides employees with a full benefit package to include medical, dental, vision and prescription, matching 401K savings, paid time off, tuition reimbursement, and much more.
$45k-83k yearly est. 17d ago
Technical Account Manager (TAM)
Vilogics
Senior account manager job in Naples, FL
As a Technical AccountManager (TAM) at our MSSP, you will serve as the trusted technical advisor and primary point of contact for a portfolio of managed security clients. You'll act as the bridge between our Security Operations Center (SOC), engineering teams, and clients-ensuring successful onboarding, service delivery, incident response, and ongoing security posture improvement. The ideal candidate combines cybersecurity expertise, project management skills, and strong client-facing communication.
Key Responsibilities:
Client Relationship Management:
Serve as the primary technical liaison for assigned clients.
Conduct regular strategic technical business reviews to report on metrics, incidents, trends, and roadmap planning.
Translate complex security information into business-relevant insights.
Security Advisory & Service Delivery:
Guide clients through security best practices, compliance requirements (e.g., SOC 2, HIPAA, PCI-DSS), and threat mitigation strategies.
Oversee deployment and performance of MSSP services including SIEM, EDR, MDR/XDR, vulnerability management, and incident response.
Coordinate with internal teams to resolve client issues, implement security solutions, and deliver actionable intelligence.
Technical & Strategic Oversight:
Identify security gaps and work with clients to build a prioritized action plan.
Assist in the creation of tailored security roadmaps and technology adoption plans.
Provide guidance during security incidents and ensure appropriate escalation and communication.
Reporting & Communication:
Deliver monthly/quarterly reports on service performance, threat activity, and compliance metrics.
Document client interactions, issues, and projects using internal systems (e.g., PSA, ticketing platform, CRM).
Required Skills & Qualifications:
2+ years experience in a technical or security accountmanagement role, preferably with an MSSP, MSP, or cybersecurity firm.
Strong knowledge of cybersecurity concepts including SIEM, firewalls, threat intelligence, and endpoint protection.
Familiarity with compliance frameworks such as NIST, ISO 27001, HIPAA, or PCI-DSS.
Excellent verbal and written communication skills.
Experience using tools such as Splunk, Sentinel One, Kaseya, ConnectWise, or similar.
Strong organizational and project management abilities.
Ability to balance technical discussions with client business goals.
Preferred Certifications:
CISSP, CISM, Security+, or equivalent
ITIL Foundations or PMP a plus
Why Join Us:
Work with cutting-edge cybersecurity tools and threat intelligence.
Be a critical part of protecting businesses from evolving cyber threats.
Collaborate with a high-performance team in a mission-driven MSSP environment.
$72k-103k yearly est. 60d+ ago
Merrill Market Client Relationship Manager
Bank of America Corporation 4.7
Senior account manager job in Naples, FL
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
Responsibilities:
* Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
* Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
* Oversees the client service experience and reviews the approval of new client accounts
* Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
* Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
* Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
* Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
* Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
* People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
* Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
* Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
* Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Specific responsibilities include, but are not limited to:
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
* Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
* Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
Required Qualifications:
* Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
* Minimum of 5+ years professional experience
Key Qualifications for the role:
* Current or previous Merrill Wealth Management experience strongly preferred
* Self-motivated and client centric
* Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
* Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
* Prior trend analysis experience
* Strong customer service and communication skills
* Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
Desired Qualifications:
* Bachelor's degree or equivalent work experience
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Skills:
* Compensation Analysis
* Performance Management
* Process Performance Management
* Referral Management
* Workforce Planning
* Due Diligence
* Internal Audit Review
* Leadership Development
* Recruiting
* Risk Management
* Client Management
* Customer Service Management
* Employee Counseling
* Succession Planning
* Trade Operations Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$44k-74k yearly est. 19d ago
Multi-Specialty Account Manager - Naples, FL
Lundbeck 4.9
Senior account manager job in Naples, FL
Territory: Naples, FL - Multi-Specialty
Target city for territory is Naples - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Sarasota, Arcadia, Marco Island, Clewiston, Immokalee, Venice, Fort Myers Beach.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an AccountManager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our AccountManagers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” accountmanagement where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $110,000 to $126,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
How much does a senior account manager earn in Fort Myers, FL?
The average senior account manager in Fort Myers, FL earns between $39,000 and $106,000 annually. This compares to the national average senior account manager range of $57,000 to $128,000.
Average senior account manager salary in Fort Myers, FL
$65,000
What are the biggest employers of Senior Account Managers in Fort Myers, FL?
The biggest employers of Senior Account Managers in Fort Myers, FL are: