I&E Business Development Manager
Account manager job at Strike
The Business Development Manager - I&E Services is responsible for driving market growth and strategic customer acquisition for Strike. This role focuses on expanding company footprint across the Instrumentation & Electrical (I&E) sector by promoting its core service offerings-such as SCADA, PLC/RTU automation, plant instrumentation, and E&I construction and maintenance-while identifying and securing new business opportunities. This individual will play a key role in positioning Strike as a leader in I&E solutions for midstream, upstream, and energy infrastructure clients.
Primary Responsibilities:
Proactively identify and cultivate new business opportunities specifically within the I&E sector, including oil & gas, pipeline, compressor stations, terminals, and renewables.
Promote and sell Strike's core I&E services, such as:
- Instrumentation installation, calibration, and maintenance
- SCADA and control system integration
- Automation solutions (PLC/RTU programming and commissioning)
- Low- and medium-voltage electrical construction
- Facility power and emergency systems
- Gas analysis, fire & gas detection, and telecommunications
Establish and maintain relationships with key industry clients, EPCs, and midstream operators to generate project leads.
Develop tailored proposals and negotiate contracts aligned with both client goals and Strike's operational capabilities.
Collaborate with engineering, operations, and estimating teams to scope projects and ensure alignment with customer requirements.
Track market trends and competitor activity in I&E services, recommending strategic actions to maintain Strike's competitive edge.
Maintain detailed activity within CRM systems and report regularly on pipeline development, wins, and performance metrics.
Represent Strike at trade shows, conferences, and networking events.
Qualifications:
Experience: Minimum 6+ years of business development experience in Instrumentation & Electrical services or industrial construction, preferably within energy, oil & gas, or infrastructure markets.
Education:
Bachelor's degree in Business, Engineering, or a related technical field preferred.
Skills & Competencies:
Proven ability to develop and maintain client relationships within the I&E service industry
Deep understanding of electrical, controls, automation, and instrumentation project scopes
Proficiency in Microsoft Office and CRM tools; familiarity with SharePoint is a plus
Excellent communication, presentation, and negotiation skills
Ability to manage multiple opportunities simultaneously and work effectively under pressure
Must comply with all Strike Operating Company policies and safety practices
Must be eligible to work in the United States
Ability to travel regionally to client sites, industry events, and job locations as needed
Strike Operating Company and Bolt are Equal Opportunity Employers.
Auto-ApplyAccount Executive (Onsite 4 Days a Week)
Irving, TX jobs
A TekStream client in the tech space is seeking a highly motivated and results-driven Account Executive to join their team. In this role, you will be responsible for driving new business opportunities, managing strategic accounts, and building strong relationships with senior executives. You will own the sales process from prospecting through deal closure and collaborate closely with internal teams to ensure success.
Key Responsibilities:
Develop and Manage Pipeline: Build, prioritize, and maintain a pipeline of strategic target accounts within a defined territory.
Drive Full Sales Cycle: Lead the sales process from initial prospecting to deal closure.
Engage Leads Creatively: Maintain active engagement with new and existing leads through strategic and personalized follow-up communications.
Generate New Business: Identify and create new business opportunities to fuel company growth.
Build Executive Relationships: Establish and nurture relationships with enterprise-level executives and key decision-makers.
Conduct High-Level Conversations: Engage senior executives in meaningful discussions to uncover business needs and present solutions.
Collaborate Internally: Work closely with Sales Engineers, Implementation teams, and other internal stakeholders to advance deals.
Achieve Quotas: Consistently meet or exceed monthly targets for qualified opportunities and closed business.
Qualifications:
3+ years' experience as an Account Executive or Sales Executive in the SaaS industry
Proven track record in enterprise sales or business development.
Strong ability to manage complex sales cycles and negotiate at the executive level.
Excellent communication, presentation, and relationship-building skills.
Ability to work collaboratively across teams and manage multiple priorities.
Private Client Relationship Manager
Newtown, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyPrivate Client Relationship Manager
Pittsburgh, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyPrivate Client Relationship Manager
Norristown, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyAccount Manager (Client Growth & Relationship Focused)
Malvern, PA jobs
Account Manager - Client Growth & Relationship Focused
Employment Type: Full-time, Salaried
At Entech, we believe digital transformation starts with people. That's why our approach goes beyond tech-we combine strategy, implementation, and human-centric thinking to solve real business challenges for our clients.
We're looking for a strategic, relationship-focused Account Manager to join our company. In this role, you'll drive growth within both new and existing client organizations-building trust, uncovering needs, and delivering solutions that move the needle. If you're energized by deep client engagement and long-term partnerships, this is the opportunity for you.
What You'll Do:
Build and manage long-term client relationships with a focus on strategic growth
Identify and pursue new opportunities within both current client organizations and potential new ones
Present tailored IT consulting solutions that address real business challenges
Collaborate with internal delivery teams to ensure high-quality execution
Act as a strategic advisor-helping clients think ahead and solve emerging issues
Monitor client satisfaction and proactively suggest improvements
Who You Are:
A relationship-builder who earns trust and drives value over time
Proven track record of growing accounts and expanding client relationships
Skilled at navigating complex organizations and influencing decision-makers
Experienced in IT delivery or a business role closely aligned with IT services
Strategic and entrepreneurial-you own your book of business and always look for growth
Consultative, creative, and naturally client-focused
Comfortable balancing relationship expansion with proactive business development
What You Bring:
6+ years of relationship management experience with Fortune 1000 clients
Background in IT delivery or a business function tied to IT solutions
Demonstrated success growing accounts across multiple business units or functions
Strong negotiation and stakeholder management skills
Ability to create and present custom-fit solutions for diverse client needs
Bachelor's degree required
What We Offer:
Medical, Dental, and Vision coverage
401(k) benefits
Paid Time Off (PTO)
A full-time, salaried role based onsite/hybrid at our Malvern, PA office
A collaborative, entrepreneurial environment where your impact is recognized
Business Development Manager Cybersecurity
Dallas, TX jobs
Cybersecurity Business Development Manager
Our client located in Dallas, Texas is hiring a Cybersecurity Business Development Manager. This is an onsite direct hire opportunity. As the Cybersecurity Business Development Manager you will drive growth by identifying new clients, building relationships, promoting cybersecurity solutions, and managing the entire sales cycle, requiring a mix of technical knowledge, sales acumen, strategic planning, and strong communication skills. You will work closely with sales, marketing, and technical teams to achieve revenue goals and expand market presence.
Company Profile:
Legal Firm with multiple locations.
Cybersecurity Business Development Manager Role:
The Data Privacy Consultant will lead the firm's Cybersecurity & Data Privacy Advisory practice, delivering high-value consulting engagements while driving business development and practice growth.
Responsible for building client relationships, developing a robust pipeline of opportunities, and expanding the practice's market presence.
The role blends hands-on consulting with leadership: delivering assessments, program reviews, gap analyses, roadmaps, and implementation support, while mentoring teams and ensuring high-quality client experiences.
Engages directly with client executives to translate technical concepts into business value and supports thought leadership through content creation, webinars, and industry events.
This position requires an entrepreneurial, strategic professional with deep subject-matter expertise in cybersecurity and privacy, strong consulting experience, and a proven track record in business development and client relationship management.
Cybersecurity Business Development Manager Background Profile:
8+ years of experience in cybersecurity, data privacy, or security consulting; 5+ years of subject-matter expertise.
Bachelor's degree required; Master's preferred.
Relevant certifications preferred: CISA, CISSP, CISM, CRISC, CIPP.
Hands-on experience delivering assessments, program reviews, gap analyses, roadmaps, and implementation support.
Business development experience, including lead generation, proposals, and closing high-value deals ($100K-$500K; annual target $1M-$2.5M).
Executive-level client relationship management and cross-selling experience.
Deep knowledge of cybersecurity and privacy frameworks and regulations (NIST, ISO 27001, HIPAA, CCPA, GDPR, TDPSA, FTC, PCI, FFIEC, SOX).
Strong leadership and team management skills; ability to mentor staff and lead engagement teams.
Exceptional written and verbal communication; ability to create proposals, RFPs, white papers, and executive presentations.
Strategic thinker with entrepreneurial drive, problem-solving skills, and ability to execute in fast-paced, client-facing environments.
CRM and sales enablement tools experience (Salesforce preferred); Texas market network a plus.
Benefits and Features:
401(k) with 5% company match
Paid parking or transit subsidy
3 weeks vacation plus10 holidays
Paid parental leave
100% company-paid medical, dental, and vision and HSA contributions
Life and accidental death & dismemberment coverage
Short-term and long-term disability fully covered
Identity protection and critical/accidental coverage
Employee Assistance Program (EAP)
Concierge health advocate service
Business Development Manager
Houston, TX jobs
Job Title: Business Development Manager - Underground Utilities & Earthwork
Position Type: Full-Time
Reports to: Exec. Vice President
Sendero Industries is a full-service civil contractor headquartered in Houston, Texas, specializing in site preparation, earthwork, drainage, and utilities for private and public projects throughout the Gulf Coast. We have a 20-year history of successful projects for leading developers, civil engineers, and general contractors. We're known for our reliability, our understanding of what makes a successful project, and our commitment to total satisfaction.
Job Summary
We are seeking a highly motivated Business Development professional with experience in civil construction. This role will be responsible for developing new business opportunities, nurturing client relationships, identifying potential projects, and contributing to company growth by securing profitable work.
Key Responsibilities
Develop and maintain relationships with clients, engineers, general contractors, and public agencies to generate new project opportunities.
Identify market trends, pipeline opportunities, and potential projects aligned with company capabilities.
Assist in proposal strategy, pricing coordination, and bid presentations.
Monitor competitive activity and market pricing trends to guide pursuit strategy.
Represent the company at networking events, pre-bid meetings, job site visits, and industry functions.
Collaborate with estimating, project management, and operations teams to ensure client needs and project opportunities are aligned with company strengths.
Track opportunities through CRM or business development tools and report regularly on activity and results.
Promote Sendero Industries' services and reputation through professional communication and relationship-building.
Qualifications
Minimum of 5+ years of experience in business development, client relations, or sales.
Proven track record of winning business and building lasting client relationships.
Strong understanding of the bidding process, proposals, and project lifecycles in civil construction.
Excellent written and verbal communication skills.
Ability to work independently, manage multiple opportunities, and meet deadlines.
Willingness to travel nationally to meet clients and attend project, industry meetings and tradeshows.
Preferred
Experience with developers, municipalities, and civil construction firms throughout the Gulf Coast.
Established relationships with local general contractors, engineers, developers, and public agencies.
Understanding of site development, utilities, and earthwork operations.
Benefits
Competitive Salary
Health, dental, and vision insurance
401(k) plan with company match
Professional development opportunities
Collaborative and inclusive work environment
How to Apply:
Interested candidates should submit their resume and a cover letter detailing their relevant experience and qualifications through LinkedIn or to *****************************. Please include "Business Development Application - [Your Name]" in the subject line.
Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Duties and responsibilities may be subject to change based on organizational needs and at the discretion of management.
Sendero Industries is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Sales Support Manager
Bolingbrook, IL jobs
Salary: $90,000-99,000/YR
The Sales Support Manager is responsible for developing and managing relationships with group purchasing organizations (GPOs) and buying consortiums across multiple business units. This role leads the training and coordination of field sales teams and external networks to successfully leverage strategic agreements. Additionally, the Sales Support Manager drives CRM platform adoption, usage, and compliance, while supporting integration with ERP systems and optimizing inventory management strategies.
Key Responsibilities
Build and maintain strong relationships with GPOs and buying consortiums
Lead negotiation and management of RFPs and agreements to maximize business opportunities
Monitor performance and ensure compliance with negotiated agreements
Train and coach field sales teams and external networks on leveraging GPO agreements
Provide tools, resources, and ongoing support to ensure adoption and success
Serve as subject matter expert for GPO processes and benefits
Drive CRM platform adoption, usage, and compliance across defined business units
Support CRM transition and integration with ERP systems
Ensure accurate and timely data entry, reporting, and analysis within the CRM
Collaborate with sales, IT, and operations teams to improve CRM functionality and user experience
Maintain and distribute commercial and sport price lists to internal stakeholders
Oversee inventory sales management to align with sales and working capital objectives
Partner with operations and sales teams to optimize inventory usage and develop programs for slow-moving and discontinued stock
Coordinate with leadership across departments to align strategies and priorities
Serve as liaison between corporate functions and field teams to ensure smooth execution of programs
Track sales performance and develop reporting tools and dashboards
Collaborate with marketing to define KPIs for trade shows and measure ROI
Travel required up to 30%
Qualifications
Bachelor's degree in Sales, Marketing, or related field, or equivalent experience
Minimum 5 years of B2B sales support and training experience, preferably with long sales cycles and technical products
Industry knowledge in architecture or flooring is a plus
Proficiency in Microsoft Office Suite, CRM platforms, and lead generation tools such as Dodge
Strong interpersonal and communication skills
Skilled in delivering effective presentations and training sessions
Excellent organizational and time management abilities
Compensation
Base salary range: $90,000 to $99,000 annually
Annual discretionary bonus based on company and individual performance
Bonus eligibility and amount are based upon company and/or individual performance
Compensation may vary based on location, experience, and qualifications
Benefits
Medical, dental, and vision insurance plans available with multiple coverage levels; employee contributions vary by plan
Benefit offerings for full-time employment include term life and AD&D insurance, short-term and long-term disability, and additional voluntary benefits such as legal, identity theft, supplemental life, critical illness, accident, and pet insurance
401(k) retirement plan with company-provided match
Personal Time Off (PTO) is offered on an accrual basis up to 184 hours per year, 13 paid holidays, and up to 6 weeks of paid parental leave. PTO and holiday hours are prorated based on hire date within the calendar year
Paid sick leave provided where applicable by state law
Wellness program, employee assistance program (EAP), and service awards
Educational assistance and tuition reimbursement available
Product discounts for eligible employees
Flexible work arrangements may be available, including hybrid schedules and flexible hours
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Sales Manager
Chicago, IL jobs
Job Title: Sales Manager
Pay: $90,000 - $100,000
Benefits:
is eligible for medical, dental, vision, 401(k), and parental leave
Required Qualifications:
Bachelors Degree
5+ years of sales experience, with at least 3 years in a sales leadership or management role.
Proven track record selling professional services to C-suite or senior-level executives.
Demonstrated success building, developing, and scaling sales teams.
Strong ability to create and execute sales strategies, set KPIs, and manage performance.
Experience managing the full sales cycle, from lead generation to closing.
HubSpot experience strongly preferred.
Key Responsibilities:
Lead, mentor, and grow a team of 3-4 Business Development Representatives, with potential expansion to 5-8.
Develop and execute sales strategies that drive new business and market expansion.
Manage full sales-cycle activities including lead generation, pipeline management, and closing.
Establish KPIs, reporting processes, and performance standards aligned with organizational goals.
Partner with executive leadership on strategic planning and new revenue opportunities.
Optimize sales processes and implement best practices using HubSpot CRM.
Foster a collaborative, high-energy culture within a fun and business-casual office environment.
Why choose Addison Group?
Pay: We negotiate high salaries using US Bureau of Labor Statistics
Benefits & Bonuses: You are eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
Permanent Employment: Many of Addison's Administrative job openings lead to potential permanent employment
Connections: You connect directly with hiring managers from renowned organizations
Options: You are presented multiple employment options near your home
Professional Development: You are provided hiring process advice, resume revision, and employment term negotiation
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities upon request.
Sales Manager in Training
Pittsburgh, PA jobs
Job TypeFull-time Description
Are You Ready to Lead?
If you're driven, ambitious, and ready to take control of your career, Erie Home's Sales Manager in Training (MIT) program is your opportunity to step into leadership-fast. We're breaking records and expanding nationwide, and with 98% of our sales leaders promoted from within, we're looking for high-performers to join our structured leadership development program. This is not just another sales job-it's a clear path to management with industry-leading earnings and real career growth.
Day in the Life:
Attend pre-confirmed appointments starting between 1 pm and 7:30 pm
Deliver dynamic in-home presentations & showcase industry-leading products
Use innovative software for precise measurements
Assess damage via ladder or attic inspections -
no need to get on the roof!
Guide homeowners through financing & contract processing with confidence
Build Toward Leadership as an MIT:
Shadow Sales Managers & learn leadership fundamentals
Gain hands-on mentorship & leadership development while excelling in sales
Begin mentoring new hires & assisting in training initiatives
Take on increasing responsibility in coaching, team development, & strategy
Work cross-functionally with marketing & installation teams to ensure a seamless homeowner experience
Step Into a Sales Management Role:
Transition from top performer to top leader, leading & developing your own team
Drive sales performance, train new reps, & lead strategy meetings
Earn higher commissions & team-based bonuses as you advance in leadership
Compensation & Benefits:
Base pay of $600/week plus uncapped commissions with weekly pay: earn an average of $2,500 per sale
(paid before installation)
with monthly bonuses
Top performers earn $150,000-$250,000+ annually
$3,000 Quick Start paid during early intervals as you build success
Full Benefits: medical, dental, vision, life insurance, & 401k with company match
Exclusive Military Benefits: tenure-based bonuses & annual retreat
Requirements
Driven individuals eager to learn, lead, and grow
Sales experience preferred but not required-we provide world-class training
Valid driver's license, reliable transportation with auto insurance, and the ability to travel to and from in-home appointments
Availability for midday, evening, and weekend appointments
Ability to travel to various offices within the region
About Erie Home:
Established in 1976, Erie Home has grown into a nationwide leader in home improvement, with over 100 U.S. locations and $600M+ in annual revenue. Our record-breaking success and continued growth have earned us a Top 10 ranking on Qualified Remodeler's Top 500 for 2025 and a spot on the Inc. 5000 List of Fastest Growing Companies, reinforcing our reputation as an industry innovator and trusted provider.
At Erie Home, we do more than improve houses-we enhance homeowners' quality of life by delivering premier, high-quality home improvement solutions that protect their most valuable asset: their home. As we expand, we remain committed to developing top-tier sales professionals and equipping them with the tools to thrive in a high-growth, high-reward environment.
If you're hungry for growth, passionate about sales, and ready to build your career with a company that values its team, apply today and start your leadership journey with Erie Home!
Erie Home is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information.
Salary Description$125,000 - $250,000
Enterprise Account Executive
Remote
Enterprise Account Executives (EAE) are members of the Sales team responsible for creating a strategy to sell managed and professional services to Enterprise Customers. The Enterprise Account Executive is involved with the sales strategy, solution assessment, RFP's and account management. You will report to the Chief Growth Officer.
A Glimpse into the Daily Routine of a Enterprise Account Executive
Effectual Enterprise Account Executives pride themselves on becoming true trusted advisors to their customers. An Enterprise AE at Effectual will be well versed in the complexities that IT executives within massive companies face on a daily basis. A daily routine for an Enterprise AE will consist of working with both existing and prospective customers of Effectual's services to understand their challenges and collaborate on solutions and where Effectual can help bring those solutions to life. You will understand how your customers and prospects fit within the larger context of their industry and will be enabled with access to Sales Intelligence, Press Releases, Marketing Intelligence and CRM software to ensure you understand them as deeply as possible.
Enterprise AE's, once they've uncovered a challenge with a solution that Effectual can help deliver, will then run the sales cycle from end to end, pulling the right people in to support at the right times, presenting proposals and statements of work, navigating legal and procurement organizations to either onboard a new logo customer or help in growing an existing one.
Responsibilities
Sell the entire Effectual Services Portfolio of Professional and Managed Cloud Services.
Maintain relationships with prospective and existing customers
Develop and execute a strategic sales plan for assigned target market to achieve quarterly and annual sales quota
Secure and attend meetings with prospective customers to gain information about their needs and current environment, develop sales messaging and conduct client presentations to C-level executives, qualify opportunities
Work with the Solution Architect team to develop Compelling and Competitive Proposals and SOW's.
Stay up to date with new product knowledge, technology, services, and industry developments
Additional responsibilities as assigned.
Qualifications
Minimum 7 - 10 years of industry experience or technology sales at the Enterprise Customer Base.
Experience with solution sales cycles with various product offerings required.
Conduct discovery/needs analysis with prospective customers and develop a successful action plan.
Excellent interpersonal and customer service skills in both written and verbal communications, poised in communicating with customers, partners, consultants, and internal team members.
Proven track record of exceeding quarterly and yearly sales goals
Be able to leverage previous Enterprise and Partner Community Relationships.
AWS certifications (e.g.: Cloud Practitioner)
Familiarity with Salesforce for Customer Relationship Management
Experience selling Public Cloud IT Services specifically
Location: Remote or hybrid option
Salary Range: $130,000-$170,000
CA ID: SM15000306D "Salary ranges provided are for informational purposes only and may vary depending on factors such as experience, qualifications, and geographic location. The final salary offer will be determined based on your skills and understanding of the role requirements."
Travel Requirements
The travel requirements for this position may vary depending on our needs. You should be prepared to travel domestically as necessary. Travel frequency and duration will be communicated in advance, allowing for proper planning and coordination. Typically, travel may include attending conferences, client meetings, training sessions, and other business-related events. The ability to travel is essential for fulfilling the responsibilities of this role and supporting our organization's goals and objectives.
Company Offered Benefits
Full-time employees are eligible to participate in our employee benefit programs:
Medical, dental, and vision health insurances,
Short term disability, long term disability and life insurances,
401k with Company match
Paid time off (PTO) (120 hours PTO that accrue over one year)
Paid time off for major holidays (14 days per year)
These and any other employee benefit offerings are subject to management's discretion and may change at any time.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The work is generally performed in an office environment. Physical demands include sitting, keyboarding, verbal communication, written communication. Employees are occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended anytime at the sole discretion of the Employer. Duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Effectual Inc. is an EEO employer and does not discriminate on the basis of any protected classification in its hiring, promoting, or any other job-related opportunity.
Auto-ApplyEnterprise Account Executive
Dallas, TX jobs
About Us:
Liberate Innovations Inc. is a Series-A funded AI company focused on revolutionizing the insurance industry through advanced technology solutions. We partner with P&C insurers to transform operations and customer experience using cutting-edge AI and automation.
Role Overview
We are seeking a seasoned Enterprise Account Executive with 10+ years of experience selling enterprise software into insurers and large carriers. This role is responsible for driving new business growth, building executive-level relationships, and positioning Liberate as the trusted partner for insurers looking to modernize and innovate.
This is a quota-carrying role with direct access to Liberate's leadership, product, and customer success teams.
*Location: Columbus, Chicago, Dallas, Atlanta, Miami, Los Angeles, San Francisco, or Boston hybrid role (2 day/week in-office)
Key Responsibilities: Key Responsibilities
Own the full enterprise sales cycle: prospecting, qualification, solution positioning, negotiation, and close.
Develop and execute a territory/account plan focused on top-tier insurers and carriers.
Build and maintain C-level relationships across business (Claims, Underwriting, Operations) and technology (CIO, CTO, CDO) functions.
Collaborate with Solutions Engineering and Product to tailor AI-driven demos and proofs-of-concept.
Navigate complex procurement processes in insurance enterprises, including RFPs and multi-stakeholder evaluations.
Achieve and exceed quarterly/annual sales quotas.
Contribute customer insights to influence Liberate's product roadmap.
Represent Liberate at key industry events, conferences, and roundtables.
Qualifications
Must Have
Enterprise software sales experience with a strong track record of closing $1M+ ARR deals.
Proven success selling to insurance carriers, MGAs, or large brokerages.
Deep understanding of insurance technology ecosystems (policy admin, claims, billing, digital engagement).
Strong network of relationships in the P&C insurance market.
Extreme sense of ownership, urgency, and customer obsession, thriving in a Series-A startup environment.
Excellent storytelling, executive presence, and negotiation skills.
Ability to collaborate cross-functionally with product, engineering, and customer success.
Nice to Have
Experience selling AI/ML, automation, or cloud-based platforms.
Background at high-growth startups.
Familiarity with insurtech disruptors and incumbent vendors (e.g., Guidewire, Duck Creek, Majesco).
Benefits:
Competitive salary with performance-based commissions and equity options
Flexible PTO
401(k) plan
Comprehensive health, dental, and vision insurance
Flexible work environment with remote work options
Collaborative and innovative company culture
Auto-ApplyTechnical Account Manager
Remote
HONK is transforming the towing and roadside assistance industry by turning high-stress automotive moments into seamless, brand-enhancing experiences. With the highest customer satisfaction scores in the industry and a continued commitment to digital innovation and excellence, HONK remains a trusted partner for some of the nation's largest insurers, fleets, automotive original equipment manufacturers (OEMs), and retailers.
As a Technical Account Manager, you'll leverage your product and technical expertise to help our most strategic customers maximize their value from HONK's products and services. Partnering closely with our Customer Success, Sales, and Operations teams, you'll help clients feel confident with their HONK implementations and build scalable solutions. This is a unique opportunity to serve as an early member of the TAM team, shaping our client support model as we grow the team and define our playbook.Key Responsibilities
Lead and manage the end-to-end customer onboarding process to ensure a seamless transition for new clients. This includes coordinating with internal teams, providing initial training and documentation, and setting clear expectations for ongoing support.
Develop and deliver training materials and sessions to help customers effectively utilize HONK's platform and services. This includes creating documentation, FAQs, and conducting live training sessions, both in-person and virtually.
Partner with our Customer Success and Sales teams to identify opportunities to increase HONK's value to strategic customers and create a world-class customer experience
Build working knowledge of customers' complex workflows and ecosystems to design proactive/tailored solutions
Host regular sessions with customer contacts to provide hands-on support for HONK challenges
Review support cases to identify trends and present holistic solutions
Complete in-depth reviews of customers' implementations to offer insights and strategic recommendations for future improvements
Provide at-the-ready support for customers' critical events, such as major releases or seasonal launches
Manage escalations with the Engineering team, serving as the customer's advocate and liaison
Identify and share our most valuable use cases and user stories with our Engineering and Product teams to inform the product roadmap
What You'll Bring
You have 5+ years of experience in a support, technical account management, or consulting role in a SaaS environment, ideally in the automotive industry or roadside assistance space
You have a keen technical mind and are comfortable discussing how customers can leverage APIs or custom code
You demonstrate excellent communication skills, and are equally comfortable presenting to individual contributor stakeholders and Director+ level decision makers
You are passionate about creating unique solutions to complex business problems
You have a history of managing multiple assignments simultaneously, and can work independently to drive projects to completion with a high level of attention to detail
You have experience supporting critical processes for major Enterprise customers
You have a proactive, empathetic, and consultative partnership style
At HONK, we're a community of diverse and passionate individuals who believe in the power of remote work and the strength of inclusivity. As a remote-first company, we embrace the boundless possibilities of collaboration and flexibility, allowing our team members to thrive from anywhere in the US.
HONK is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions at HONK are based on merit, qualifications, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic as outlined by law.
Auto-ApplyEnterprise Account Executive
Chicago, IL jobs
About Us:
Liberate Innovations Inc. is a Series-A funded AI company focused on revolutionizing the insurance industry through advanced technology solutions. We partner with P&C insurers to transform operations and customer experience using cutting-edge AI and automation.
Role Overview
We are seeking a seasoned Enterprise Account Executive with 10+ years of experience selling enterprise software into insurers and large carriers. This role is responsible for driving new business growth, building executive-level relationships, and positioning Liberate as the trusted partner for insurers looking to modernize and innovate.
This is a quota-carrying role with direct access to Liberate's leadership, product, and customer success teams.
*Location: Columbus, Chicago, Dallas, Atlanta, Miami, Los Angeles, San Francisco, or Boston hybrid role (2 day/week in-office)
Key Responsibilities: Key Responsibilities
Own the full enterprise sales cycle: prospecting, qualification, solution positioning, negotiation, and close.
Develop and execute a territory/account plan focused on top-tier insurers and carriers.
Build and maintain C-level relationships across business (Claims, Underwriting, Operations) and technology (CIO, CTO, CDO) functions.
Collaborate with Solutions Engineering and Product to tailor AI-driven demos and proofs-of-concept.
Navigate complex procurement processes in insurance enterprises, including RFPs and multi-stakeholder evaluations.
Achieve and exceed quarterly/annual sales quotas.
Contribute customer insights to influence Liberate's product roadmap.
Represent Liberate at key industry events, conferences, and roundtables.
Qualifications
Must Have
Enterprise software sales experience with a strong track record of closing $1M+ ARR deals.
Proven success selling to insurance carriers, MGAs, or large brokerages.
Deep understanding of insurance technology ecosystems (policy admin, claims, billing, digital engagement).
Strong network of relationships in the P&C insurance market.
Extreme sense of ownership, urgency, and customer obsession, thriving in a Series-A startup environment.
Excellent storytelling, executive presence, and negotiation skills.
Ability to collaborate cross-functionally with product, engineering, and customer success.
Nice to Have
Experience selling AI/ML, automation, or cloud-based platforms.
Background at high-growth startups.
Familiarity with insurtech disruptors and incumbent vendors (e.g., Guidewire, Duck Creek, Majesco).
Benefits:
Competitive salary with performance-based commissions and equity options
Flexible PTO
401(k) plan
Comprehensive health, dental, and vision insurance
Flexible work environment with remote work options
Collaborative and innovative company culture
Auto-ApplyPrincipal/Client Executive K-12
San Antonio, TX jobs
The Client Executive will serve as a top-level manager in a successful, growing firm. He or she 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. He or She 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. She or He 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. He or She will also be responsible for staffing projections and overseeing the recruitment of new staff.
Executive Meetings
Board Meetings
Major Presentations
Introduction & Important Issues Meetings
Management & Staffing Meetings
New Hire Interviews
Client Maintenance
Business Development
Conferences/Seminars
High Level QAQC
Continuous 5-min Meetings with Production Director & Project Managers
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.
#LI-MM1
Auto-ApplySenior Enterprise Account Executive
Austin, TX jobs
Interested candidates based outside of the designated areas are welcome to apply, provided they have the indefinite right to work in the job location. We are unable to sponsor H-1B or other U.S. work visas for this role at this time.
Cohesity is a leader in AI-powered data security and management. Aided by an extensive ecosystem of partners, Cohesity makes it easy to secure, protect, manage, and get value from data - across the data center, edge, and cloud. Cohesity helps organizations defend against cybersecurity threats with comprehensive data security and management capabilities, including immutable backup snapshots, AI-based threat detection, monitoring for malicious behavior, and rapid recovery at scale.
We've been named a Leader by multiple analyst firms and have been globally recognized for Innovation, Product Strength, and Simplicity in Design.
Join us on our mission to shape the future of our industry.
HOW YOU'LL SPEND YOUR TIME HERE:
Efficiently implement sales strategies to drive business growth and exceed revenue targets
Develop and lead the sales pipeline, effectively moving a large number of strategic transactions forward
Collaborate with channel partners to successfully sell the Cohesity solution and generate revenue
Proactively prospect and penetrate accounts, reaching decision-makers, and closing business
Develop and implement sales strategies for the assigned region, consistently achieving or surpassing targets.
Build a compelling case for the Cohesity hyper-converged infrastructure solution, demonstrating its ability to meet customers' business objectives
Drive account strategies and coordinate team selling efforts with partners to close business on a quarterly and annual basis
WE'D LOVE TO TALK TO YOU IF YOU HAVE MANY OF THE FOLLOWING:
5+ years of experience.
Proven success in a customer-facing sales role proposing enterprise solutions at all levels of a customer organization
Proven track record of successful collaboration with customers and technology partners
Proficient in collaborating with multiple decision-makers to drive proposals
Comfortable presenting technical and business material to both small and large groups
Outstanding written and verbal communication skills
Motivated self-starter who is comfortable working remotely and independently
Willingness and ability to travel as required for the position
Bachelor's Degree in Computer Science, Engineering, Mathematics, related field, or equivalent experience
Disclosure Pursuant to Applicable State Equal Pay Transparency Laws - This position has a starting pay range as listed below. Actual salary depends upon many factors, including a candidate's skills, qualifications and experience, location, and salary expectations, and therefore a starting salary at the low end, high end, or even above the stated range may be offered. This position may also be eligible for bonus compensation, commission (if in a sales function), and/or equity grants. Additionally, full-time employees are eligible to participate in our comprehensive benefits framework, including health and wellness benefits, vacation, paid holidays and refresh days, 401(k) retirement plan, life and disability insurance coverages, and other benefits the Company may offer from time to time.
Pay Range :
$138,000.00-$172,500.00
The compensation noted above is based on an annualized hourly rate assuming normal full-time employment.
Current pay transparency shows the OTE (On-Target Earnings) for commission-based roles.
Data Privacy Notice for Job Candidates:
For information on personal data processing, please see our
Privacy Policy
.
Equal Employment Opportunity Employer (EEOE)
Cohesity is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status or any other category protected by law.
If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 1-855-9COHESITY or
*******************
for assistance.
In-Office Expectations
Cohesity employees who are within a reasonable commute (e.g. within a forty-five (45) minute average travel time) work out of our core offices 2-3 days a week of their choosing.
Auto-ApplyClient Executive, Employee Benefits - IAS, Southwest
Houston, TX jobs
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 Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Position Summary:
The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on long term objectives.
Principal Responsibilities:
Manages all policy activity and stewardship aspects in assigned book of business.
Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA) and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Manages large accounts without assistance from leadership and/or an Advisor.
Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
Cultivates strong relationships with insurance company partners.
Manages various priorities and adapts to continually changing job responsibilities.
Looks for opportunities to improve the firm, Business Segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
Completes special projects as assigned.
Education, Experience, Skills and Abilities Requirements:
Obtain and maintain state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
Bachelor's degree in Human Resource Management, Accounting, Finance, Business, or other related concentration, is preferred. Certified Employee Benefits Specialist (CEBS), SPHR or PHR is also preferred.
Minimum of five (5) years of insurance and/or benefits related experience, including leading an account management team
Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word.
Ability to learn appropriate insurance company and firm software systems.
Strong communication, presentation, and interpersonal skills; demonstrated ability to produce clear and effective communication to audiences.
Capability to work effectively in a collaborative team environment.
Demonstrates the firm's core values, exuding behavior that is aligned with the firm's culture.
Special Working Conditions:
Fast paced, multi-tasking environment.
Some travel is required.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
PRIMARY RESPONSIBILITIES:
Manages all policy activity and stewardship aspects in assigned book of business.
Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
Sustains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, Employee Retirement Income Security Act (ERISA) and other applicable laws and regulations, including fulfilling reporting and compliance requirements.
Promotes a culture of vigilance, accountability, collaboration, strong ethical standards and a high degree of client satisfaction.
Maintains a concern for accuracy, timeliness and completion when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.
Manages large accounts without assistance from leadership and/or an Advisor.
Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
Cultivates strong relationships with insurance company partners.
Manages various priorities and adapts to continually changing job responsibilities.
Looks for opportunities to improve the firm, Business Segment and processes. Bring issues and discrepancies to the attention of appropriate leadership.
Completes special projects as assigned.
The starting pay is $150,000 annually. Salary is negotiable upon time of hire.
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.
Auto-ApplyFitch Learning | Client Relationship Manager - Austin, TX
Chicago, IL jobs
Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
Fitch Learning is seeking a Strategic Learning Partner to join our US team. This director-level, strategic role is pivotal in shaping and expanding our client base, with a strong emphasis on sales, business development, product strategy, and in-depth financial services expertise. The ideal candidate will proactively identify and qualify prospects, develop new client relationships, drive growth, and collaboratively design impactful learning solutions.
Fitch Learning is seeking a Client Relationship Manager based in our Austin office. The corporate title will be Director.
About the Team:
Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel approximately 20% to 40% of your time,
Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services.
How You'll Make an Impact:
Sales and Business Development
Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations.
Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions.
Build new accounts through strategic market and client analysis, targeted outreach, and effective networking.
Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners.
Accurately manage client data and information using Salesforce to record and track account developments.
Produce and justify regular revenue forecasts based on your pipeline.
Oversight of legal contracts for both clients and contractors.
Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships.
Product Strategy and Content Development
Work collaboratively with colleagues to design innovative learning solutions tailored to the needs of financial services clients.
Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments.
Apply in-depth knowledge of U.S. and global financial markets, products, and client operating environments to inform and enhance the development of new learning and development programs.
Ensure that all learning solutions are relevant and responsive to the evolving needs of financial services clients.
Develop and determine product pricing strategies.
Manage the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content.
Inform the budget and allocation for product and content development.
Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches.
Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge.
You May be a Good Fit if:
10+ years of work experience in direct business-to-business sales roles with a focus on serving financial services clients.
5+ years of work experience in a relevant functional area such as financial services, corporate credit, wealth management, risk or financial consulting.
Have a strong background in business development within the US financial services or financial education sector.
Possess experience in developing client strategies and delivering learning solutions.
Demonstrate excellent communication, relationship management, and consultative skills.
Bring a strategic mindset and the ability to identify and act on growth opportunities.
What Would Make You Stand Out:
Deep knowledge of the US financial markets industry.
Experience in financial education and learning solution design.
Strong consultative, analytical, and strategic thinking skills.
Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs.
Why Choose Fitch:
Hybrid Work Environment: 3 days a week in office required based on your line of business and location.
A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity.
Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals.
Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing.
Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively.
Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe
Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community.
Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
#LI-MH1 #LI-HYBRID
Account Strategist
Evanston, IL jobs
Job Description
L2T, a premier digital marketing company, brings 20 years of experience and a robust suite of marketing solutions to the automotive industry. Partnering with thousands of dealers across the country, we help dealers build awareness, engage customers, and generate qualified leads. We provide our clients with the best service possible by offering innovative technology and strong expertise in Google, Facebook, and Amazon advertising. For more information *********************
L2T has been ranked by Inc. 5000 list (7 years) and Crain's Fast 50 (5 years). We offer an environment of growth from within, constant collaboration, and ongoing training to take you to the next level. Our office is conveniently located within a few minutes of the CTA and Metra.
We are currently looking to fill an Account Strategist position at L2T!
Job Summary
The Account Strategist is the primary day-to-day ‘point of contact' for a portfolio of automotive dealerships. Through frequent and proactive contact with customers and L2T's outside sales reps the Account Strategist will report on campaign updates and ensure that monthly ad changes are completed in a timely manner. The Account Strategist will also complete monthly audits to ensure that campaign performance is strong. The AS will have a strong understanding of L2T's suite of products and maximum customer value and satisfaction.
Responsibilities
Build and maintain excellent relationships with L2T's outside sales reps as well as clients, with the goal of helping to retain the customer.
Be the liaison between the client and the internal product delivery teams to make account changes and ensure monthly updates are completed.
Identify decreases in customer KPI's and proactively alert product delivery team to help customers achieve their business goals.
Assist Management and Sales Team with reports, correspondence, procedures, directives, training materials.
Manage a large client load with extreme attention to detail.
Be proactive in identifying and organizing new opportunities to ensure L2T is always moving forward.
Delegate tasks to appropriate departments.
Read and apply all SOPs for department to ensure processes are followed.
Keep abreast of digital media and automotive trends.
Ability to communicate clearly and effectively with outside sales and internal departments.
Manage a high volume of daily tasks and prioritize based on deadlines with the ability to re-prioritize based on urgent matters.
Ensure all tasks are completed on deadline and communicate to the appropriate party.
Perform monthly internal account reviews of assigned client list to ensure client KPIs are met.
Escalate critical issues to manager.
Understanding automotive competitive landscape across the market (Tier I, II, III); how customers generate revenue, what is important to clients.
Education Requirement
• BA/BS in job field concentration or with 1-2 years of related experience.
Required Skills
Position is based out of Evanston, IL and hybrid work schedule (2x in-office per week) must be maintained.
This position is not eligible for visa sponsorship. We were unable to consider candidates requiring CPT, OPT, or any other work authorization sponsorship at this time.
Strong computer skills (Word, Excel, PowerPoint, Outlook).
Ability to translate technical aspects to customers-facing business language.
Proven track record of flawless execution, attention to detail and quality assurance.
Keeping up with industry trends (read monthly automotive and digital related publications).
Ability to learn processes and software programs.
Internal small group presentation skills; ability to write materials, present information and field questions with confidence.
Exemplary Communication (clarity, tone and convey information in an organized, efficient manner that is suitable for the audience; both written and verbal).
Customer-centric-conveys strong commitment to think with the customer in mind and eager to increase understanding of auto landscape.
Attention to detail and commitment to producing quality work as an individual contributor and team member.
Problem-solving, both independent and group.
Critical thinker; ability to anticipate needs and impact of decisions.
Self-motivated and team player.
Driven to hit deadlines and efficient time management skills.
Ability to develop relationships built on trust and mutual respect.
Time Management: ability to juggle numerous responsibilities while prioritizing work to ensure all deadlines are met.
Can execute tasks independently but recognizes when to seek help to avoid inefficiencies or errors.
Contributor to bigger team picture (understands how their role impacts overall company goals and contributes to their goals for overall company success).
Proposes optimal solutions to business problems and escalates critical issues.
Preferred Skills
Familiarity with Digital Media platforms (Google Ads, Microsoft Ad, Facebook, YouTube, Google Analytics).
CRM experience/ Salesforce Experience preferred.
1-2 years of Digital media/ automotive industry experience.
Sales experience.
Benefits: L2T offers a comprehensive benefits package that includes medical, dental, vision, life insurance, short and long-term disability, commuter benefits, Paid Maternity Leave, Employee Assistance Program (EAP), 401(K) retirement plan with a company match, 15 PTO (1st Year), 12 Paid Holidays, and Summer Fridays.
The total compensation for this full-time position is $45,000.00 and based on experience and location of where the job is performed.
L2T strives to maintain a diverse, equitable, and inclusive workforce, ensuring that equal opportunities are extended to all qualified applicants and employees regardless of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability and genetic information.
The above statements are intended to provide a general overview and level of work being performed by most people assigned to this job. They are not intended to be a list of all responsibilities, duties and requirements. Additional duties can be assigned as determined.
L2T is an Equal Opportunity/Affirmative Action Employer. We support a diverse workforce.
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